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You will get a fantastic EXCEL workbook based on your needs
Project details
I’m pleased to offer you a customized Excel template tailored to your specific requirements. This template will be designed to streamline your processes, ensuring it meets your unique needs. Whether you need tracking for financial data, project management, or inventory control, I will create a user-friendly interface with clear layouts and automated features to enhance efficiency. My goal is to provide you with a tool that simplifies your tasks and improves your workflow. Let’s collaborate to bring your vision to life and create a template that truly works for you!
Data Entry Type
Document ConversionData Entry Tool
Microsoft ExcelWhat's included $100
These options are included with the project scope.
$100
- Delivery Time 5 days
- Number of Revisions 2
- Formatting & Clean Up
Optional add-ons
You can add these on the next page.
Graph & Table Creation
(+ 1 Day)
+$30
3 reviews
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LF
Ledlows F.
Apr 29, 2025
Review Financial Records and prepare financial Statements
LF
Ledlows F.
Mar 28, 2024
Drafting Financial Statements
Very responsive, professional work
AA
Andreea A.
Mar 1, 2024
Sort the firms by their revenue.
I had the pleasure of hiring Sarmad as a personal finance manager through Upwork, and I must say, the experience has been nothing short of exceptional. From the outset, Sarmad demonstrated a deep understanding of personal finance, coupled with a genuine commitment to helping me achieve my financial goals.
Sarmad's approach is both professional and personalized. He took the time to understand my financial situation in detail, identifying opportunities for improvement that I had overlooked. His recommendations were not only insightful but also actionable, making it easier for me to implement them.
What sets Sarmad apart is his ability to communicate complex financial concepts in a way that's easy to understand. He was always available to answer my questions, no matter how trivial, with patience and clarity. This level of client service is rare and highly appreciated.
Thanks to Sarmad, I now have a clearer financial plan and a better understanding of how to manage my finances effectively. I've seen tangible improvements in my financial health, including better budgeting, smarter investments, and a more strategic approach to saving.
I highly recommend Sarmad to anyone looking for a knowledgeable and dedicated personal finance manager. His expertise, coupled with his approachable demeanor, makes him an invaluable asset to anyone seeking to improve their financial well-being.
Thank you, Sarmad, for your outstanding service and support!
Sarmad's approach is both professional and personalized. He took the time to understand my financial situation in detail, identifying opportunities for improvement that I had overlooked. His recommendations were not only insightful but also actionable, making it easier for me to implement them.
What sets Sarmad apart is his ability to communicate complex financial concepts in a way that's easy to understand. He was always available to answer my questions, no matter how trivial, with patience and clarity. This level of client service is rare and highly appreciated.
Thanks to Sarmad, I now have a clearer financial plan and a better understanding of how to manage my finances effectively. I've seen tangible improvements in my financial health, including better budgeting, smarter investments, and a more strategic approach to saving.
I highly recommend Sarmad to anyone looking for a knowledgeable and dedicated personal finance manager. His expertise, coupled with his approachable demeanor, makes him an invaluable asset to anyone seeking to improve their financial well-being.
Thank you, Sarmad, for your outstanding service and support!
About Sarmad
CPA | QuickBooks ProAdvisor | Reconcilation | Bookkeeper | Xero
100%
Job Success
Karachi, Pakistan - 11:58 am local time
🏆 24 hrs response time.
⭐️ 5+ years of experience.
⭐️ 100% Client satisfication.
I am Syed Sarmad Shah CPA, highly motivated and detail-oriented professional with over 6 years of experience gained from a reputable CPA Firm. My expertise lies in providing professional accounting services, which include auditing, tax preparation, financial planning, consulting, and accounting systems assistance. I ensure the accuracy of financial statements, compliance with standards, tax services, consulting, bookkeeping, regulatory compliance, and building long-term client relationships.
𝑬𝒎𝒃𝒓𝒂𝒄𝒆 𝑺𝒖𝒄𝒄𝒆𝒔𝒔 𝒘𝒊𝒕𝒉 𝒂 𝑻𝒓𝒖𝒔𝒕𝒘𝒐𝒓𝒕𝒉𝒚 𝑩𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒆𝒓, 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒂𝒏𝒕 & 𝑻𝒂𝒙 𝑺𝒑𝒆𝒄𝒊𝒂𝒍𝒊𝒔𝒕
If you're seeking a Senior Bookkeeper who is not only certified in Xero and QuickBooks but also dedicated to optimizing your financial operations, I'm here to help.
𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻, 𝗦𝗸𝗶𝗹𝗹𝘀 & 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲:
- Certificate in Accounting and Finance.
- CPA/ACCA in process.
- QuickBooks ProAdvisor.
- More than 5 years of Experience in world recognized CPA firm as an Accounting/Audit Supervisor.
- More than 5 years of Experience serving worldwide specifically USA and UK Businesses.
- USA Taxation Expert.
- Grip on IFRS, GAAP, ISA etc
- Senior Bookkeeper
- Xero Certified Advisor
- QuickBooks Certified Advisor
- Financial Analysis
- Budgeting and Forecasting
- UK VAT Return Manager
- Advanced Excel Skills
𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐢𝐧 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞:
- QuickBooks Bookkeeping (Online and Desktop).
- Xero Accounting.
- Microsoft 365.
- oddo.
- Slack.
- Shopify.
- Amazon.
- Ebay.
𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗶𝗻𝗴
𝑩𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒊𝒏𝒈:
- A to Z Complete Bookkeeping solution in Quickbooks, QuickBooks Online, Xero, Zoho, Wave and many more.
- Books Cleanups.
- Payroll Services.
- Invoice Management.
- Payable / Receivable Management.
- Streamlining Messy Books.
- Preparation of Books for Taxes.
- Bookkeeping for Online E-Commerce Businesses / Store ( Selling on Amazon, Shopify etc).
- Real Estate Bookkeeping.
- Personal Finance Management.
- Integration services of software ( Amazon, Shopify etc)
𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 / 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑨𝒅𝒗𝒊𝒔𝒐𝒓𝒚:
- Financial modelling.
- Cashflow projection.
- Excel Models.
𝑻𝒂𝒙𝒂𝒕𝒊𝒐𝒏:
Preparation and E-filing of All tax returns including:
- Joint Return
- Individual Return 1040.
- W-2's, 1099.
- Corporate Returns ( 1120, 1120s, 1065, 5472 etc)
Let's work together to unveil the future your business deserves. Step into the spotlight of financial success with confidence. Reach out, and let's embark on this exciting journey.
Thank you!
Steps for completing your project
After purchasing the project, send requirements so Sarmad can start the project.
Delivery time starts when Sarmad receives requirements from you.
Sarmad works on your project following the steps below.
Revisions may occur after the delivery date.
Sharing of data
You will need to share the data if the template is based on some data.