Create Quarterly Board Report from QuickBooks Data (Excel)
Only freelancers located in the U.S. may apply.U.S. located freelancers only
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- IntermediateExperience Level
- Remote Job
- One-time projectProject Type
Skills and Expertise
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
- United States2:58 AM
- NonprofitSmall company (2-9 people)
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