Hire the Best Financial Planners in Lahore, PK

I help small and growing businesses turn scattered QuickBooks, Xero, bank, and spreadsheet data into clear cash flow forecasts, Excel financial models, and Power BI dashboards. My focus is practical FP&A for better planning, reporting, and financial decision-making. My core work is FP&A and cash flow forecasting, supported by financial modeling, financial reporting, and clean QuickBooks Online or Xero data. I can help with: • Cash flow forecast models in Excel or Google Sheets • P&L, cash flow, and forecasting models • Power BI financial and operational KPI dashboards • Quarterly income statement and balance sheet preparation • QuickBooks Online and Xero cleanup, reconciliation, and reporting • Google Sheets automation and custom financial tracking systems My recent Upwork work includes a group financial cash flow model with multiple moving parts, a Xero and Power BI financial and operational KPI dashboard, quarterly income statement and balance sheet preparation, QuickBooks reconciliation, and custom spreadsheet systems. I am Top Rated with a 100% Job Success Score, $4K+ in Upwork earnings, and 11 completed and ongoing jobs. One client described my cash flow modeling work as exceptional and said I delivered it well ahead of schedule. Other feedback describes me as professional, proactive, responsive, and highly communicative, with endorsements for collaboration, reliability, and commitment to quality. I hold an MBA and an MCom in Accounting and Finance. My profile also includes QuickBooks Online and Power BI certifications and training. Send me your current file, data source, and the financial question you need answered. I will review the scope and outline the clearest approach for your forecast, financial model, dashboard, or reporting requirements.

Hi, I’m Usama Khanzada, a Chartered Accountant with 7+ years of experience in accounting, FP&A, financial management, and advisory services. I currently work in Financial Advisory at Crowe, where I support businesses with financial reporting, budgeting, forecasting, cash flow management, ERP implementation, and strategic finance functions. I help businesses build clarity around their numbers, improve financial processes, and make better operational and strategic decisions. My core expertise includes: • Accounting & Bookkeeping Financial statement preparation Bank and credit card reconciliations Cleanup and catch-up bookkeeping Transaction categorization and organization Month-end and year-end close Management reporting • FP&A and Fractional CFO Services Budgeting and forecasting Cash flow planning and runway analysis KPI reporting and dashboards Profitability and margin analysis Financial planning and strategic decision support Investor and management reporting • Odoo and Financial Systems Odoo implementation and setup Chart of accounts design Financial workflow optimization Reporting automation ERP migration and process structuring I also support clients with financial modeling, valuations, business plans, and fundraising support where required, particularly for startups and growing businesses. I have worked with clients across SaaS, e-commerce, manufacturing, consulting, healthcare, real estate, energy, and service industries. Software experience includes: Odoo, QuickBooks Online, Xero, Zoho Books, Excel, Google Sheets, Power BI, Pleo, Bill .com, Gusto, Expensify, and other finance and reporting tools. My approach is practical and business-focused. I do not just prepare reports — I help businesses understand what the numbers mean and how to use them to grow sustainably. Let’s connect and discuss how I can support your business.

𝗕𝗲𝘁𝘁𝗲𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝘀𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝗰𝗹𝗲𝗮𝗿 𝗺𝗼𝗱𝗲𝗹𝘀, 𝗮𝗰𝗰𝘂𝗿𝗮𝘁𝗲 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀, 𝗮𝗻𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝘂𝘀𝗲. I help businesses, founders, and finance teams with Financial Modeling, FP&A, budgeting, forecasting, KPI reporting, management reporting, cash flow planning, and business performance analysis. 𝗧𝗵𝗲 𝗴𝗼𝗮𝗹 𝗶𝘀 𝘀𝗶𝗺𝗽𝗹𝗲: To turn financial data into clear planning tools that help you understand performance, control costs, plan cash flow, and make better business decisions. 𝗠𝘆 𝘄𝗼𝗿𝗸 𝘂𝘀𝘂𝗮𝗹𝗹𝘆 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀: • Financial models for business planning • Budgeting and forecasting models • Cash flow planning and projections • KPI dashboards and reporting packs • Variance analysis and performance reports • Profitability and margin analysis • Scenario and sensitivity analysis • Revenue and expense planning • Management reporting • Financial projections for startups and businesses 𝗜 𝗵𝗮𝘃𝗲 𝟴+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 helping businesses build financial models, forecasts, budgets, dashboards, and reports that are clean, organized, easy to update, and useful for decision making. Tools I work with include Microsoft Excel, Google Sheets, financial dashboards, budgeting templates, forecasting models, KPI trackers, and reporting packs. If you need help with Financial Modeling, FP&A, Budgeting, Forecasting, KPI Reporting, Cash Flow Planning, Variance Analysis, or Business Performance Analysis, send me a message and let’s discuss what needs to be built. Financial Modeling Expert | FP&A Analyst | Financial Planning & Analysis | Budgeting | Forecasting | Financial Forecasting | KPI Reporting | Management Reporting | Financial Dashboards | Variance Analysis | Cash Flow Planning | Profitability Analysis | Scenario Analysis | Business Performance Analysis | Financial Projections | Microsoft Excel | Google Sheets

US & UK Tax Accountant | 1040, 1120, 1065 Tax Preparation | QuickBooks & Xero Bookkeeping | Catch-up & Monthly Bookkeeping | Financial Reporting I help businesses maintain clean books, accurate financials, and stress-free US & UK tax compliance. I specialize in QuickBooks bookkeeping, Xero bookkeeping, catch-up bookkeeping, and monthly bookkeeping, as well as 1040, 1120, 1120S, and 1065 tax preparation for startups, SMEs, and international businesses. With 15+ years of experience in taxation, bookkeeping, and financial compliance, I support CPA firms, e-commerce, real estate, and professional services clients with reliable remote accounting solutions. My focus is simple: accurate numbers, clean books, and stress-free tax filings. US & UK Tax Services • US Individual & Business Tax Returns (1040, 1120, 1120S, 1065) • Schedule C & Schedule E for small business and rental income • UK Self Assessment & Corporation Tax compliance • Payroll Accounting & Payroll Tax Filings (941, 940) • 1099 Reporting • Sales Tax and VAT Compliance • International reporting: 5471, 5472, FBAR, 8938 • IRS and HMRC notices support • Book-to-Tax Adjustments & Tax Planning • US & UK Tax Filing Services Bookkeeping & Accounting Services • Full-charge QuickBooks Bookkeeping and Xero Bookkeeping • Catch-up Bookkeeping & Bookkeeping Cleanup Services • QuickBooks & Xero setup and Chart of Accounts structuring • Bank, credit card, and payment processor reconciliations • Accounts Payable (AP) and Accounts Receivable (AR) management • Payroll processing and payroll accounting • Month-end and year-end closing • Financial statements and management reporting • Cash flow tracking, budgeting, and forecasting • Accounting system migration from spreadsheets or disorganized books Software Expertise • QuickBooks Online & QuickBooks Desktop Bookkeeping • Xero Bookkeeping • Microsoft Excel • Accounting tools for payroll, tax, and financial reporting Industries Supported I have supported clients across: • E-commerce (Amazon, Shopify, online stores) – QuickBooks & Xero bookkeeping • Real Estate & Rental Properties – property-level reporting and reconciliations • Healthcare • IT & Consulting Firms • Restaurants & Hospitality • Professional Services • Non-Profit Organizations Qualifications & Certifications • FCCA – Fellow Member, Association of Chartered Certified Accountants • ACCA – Association of Chartered Certified Accountants • CA (England & Wales) • CMA – Certified Management Accountant • CIA – Certified Internal Auditor • QuickBooks Online ProAdvisor • Xero Certified Advisor Why Clients Work With Me • Clean, audit-ready books and financial statements • Reliable QuickBooks & Xero bookkeeping, catch-up and monthly • Accurate US & UK tax preparation and filing • Clear communication and responsive remote support • Long-term accounting and bookkeeping partnership • Structured systems that support growth, investor reporting, and tax compliance I help businesses simplify bookkeeping, financial reporting, and tax compliance while giving them accurate, decision-ready numbers every month. If you need a trusted accountant for QuickBooks bookkeeping, Xero bookkeeping, catch-up bookkeeping, or US & UK tax filing, I can provide professional support tailored to your business. Feel free to send an invitation to discuss your project. Kind Regards, Ehsan Mahmood

Hello! Divaglow! We are a qualified financial analyst team with 25 years of combined experience in the field and with more than 1,500 successful clients. We specialize in customized financial plans and projections for various types of businesses. We can prepare financial statements and financial models / plans for new startups and existing businesses for getting grants, loans and attracting investors. Contact us for investor-ready financial plans along with graphs and charts for complete understanding. ★ Investor-Ready Financial Plan★ List of services: Financial Plan Financial Model Financial Forecasting Financial Projection Financial Statements Company valuation Breakeven analysis Following are the descriptions of plans: Thank you for checking my profile! If you are looking for an investor-ready financial model, you are at the right place. I am providing a financial plan and models which will be very detailed and include GRAPHS and CHARTS for better understanding. I have different packages for it and very open to custom requests. Basic Package includes: Profit and loss projection up to 3 years Cash flow statement up to 3 years Balance sheet up to 3 years Break-Even Analysis Excellent Formatting Profit & loss statement monthly forecast Cash flow statement monthly Business Ratios Standard Package includes: Profit and loss projection up to 5 years Cash flow statement up to 5 years Balance sheet up to 5 years Profit & loss statement monthly forecast Cash flows monthly Premium Package of Financial Plan includes: Profit and loss projection up to 5 years Cash flow statement up to 5 years Balance sheet up to 5 years Break-Even Analysis Profit & loss statement monthly forecast Cash flow statement monthly Business Ratios

- Accounting, - Financial Analysis, - Strategic Reporting, - Excel Master, - Budgeting & Forecasting, - Advisory, - Oracle/Sage ERP/QuickBooks +10 Years of Impact: Transforming financials into a growth engine. CFA Level 2 Acumen: Deep analytical approach to financial strategy. Excel Master & Beyond: Oracle, Sage ERP, QuickBooks expertise , Advanced Excel. Strategic Reporting: Actionable insights, not just numbers. Your Trusted Advisor: Clear communication, proactive partnership. With a CFA Level 2 and expertise in Excel, Oracle, Sage ERP, and QuickBooks, I’ve completed numerous projects, aiding companies in optimizing their financial strategies. Specializing in small to medium businesses, I deliver reliable financial reports and actionable advice, ensuring clarity and control in your financial landscape. My Expertise in Action: 💼 Accounting Expert in managing financial data, ensuring accuracy, and developing insightful reports. 📊 Financial Analysis Conduct deep analysis to identify trends, forecast performance, and drive strategic decisions. 🌟 Strategic Reporting Provide tailored P&L, Balance Sheet, and Cash Flow statements for insightful decision-making. 💻 Excel Master Advance financial modeling and dynamic analysis to suit complex business needs. 📈 Budgeting & Forecasting Set financial targets and accurately track performance. 🏦 Advisory Offer strategic advice for growth-oriented businesses aiming at expansion and profitability. 🖥️ Oracle/Sage ERP/QuickBooks Hands-on experience ensuring seamless workflow and precision across financial operations. My Educational Foundation: - CFA Level 2 (Candidate) | Financial Management (2020-2021) - Bachelor of Business Administration (BBA), Accounting and Finance | Oxford Brookes University (2010-2012) - ACCA (2009-2011) For the past decade, I haven't just managed numbers; I've transformed financial data into a powerful engine for business growth. As a dedicated accounting and financial expert, I specialize in providing Small and Medium Businesses with the clarity, control, and strategic insights needed to thrive. My journey has honed my capabilities in deep financial analysis, optimizing complex systems, and building robust internal controls, making your financials a true asset, not a burden. My core strength lies in leveraging Microsoft Excel to its fullest—think advanced financial modeling, dynamic data analysis, and bespoke reporting that goes far beyond standard statements. But my toolkit doesn't stop there; I bring hands-on experience with powerhouse platforms like Oracle, Sage ERP, and QuickBooks, ensuring seamless integration and precision across your financial landscape. I've had the privilege of partnering with a diverse range of trading, manufacturing, and services businesses, helping them navigate their unique financial complexities. My commitment is simple: deliver on-time, highly reliable financial accounting reports and actionable strategic advice that empowers your most critical decisions. Imagine having a clear roadmap derived from your own data, guiding your expansion and profitability. Ready to bring clarity and a strategic financial edge to your company? Let's connect! 📩 Send a message now to avail 1 Hour of FREE Consultancy!