Create Quarterly Board Report from QuickBooks Data (Excel)

Posted 3 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

I am seeking an Excel-savvy freelancer to create a clean, board-ready quarterly financial report for a small faith-based nonprofit. I will provide all underlying financial data exported from QuickBooks Online, including: * Profit & Loss (Statement of Activity) * Balance Sheet * Cash balances * Supporting schedules as needed I do NOT need bookkeeping or accounting services. The books are maintained internally. Scope of work: * Organize provided financial data into a professional Excel workbook * Create summary tabs and clean presentation for board meetings * Link formulas where appropriate * Format reports for readability and consistency quarter-to-quarter Deliverable: A polished Excel workbook that can be reused each quarter with updated data. Ideal candidate: * Strong Excel skills * Experience preparing executive or board reports * Attention to detail and clean formatting Please provide examples of similar Excel reporting work.

  • $75.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type

Contract-to-hire opportunity

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Skills and Expertise
Mandatory skills
Intuit QuickBooks
Bookkeeping
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:4 days ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 16, 2026
  • United States
    4:07 AM
  • Nonprofit
    Small company (2-9 people)

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