You will get automated Financial Reports as tools for your business analysis
Project details
What sets me and my project apart is my ability to turn raw financial data into automated, accurate, and easy-to-understand reports using Excel or Google Sheets—without relying on expensive software. I go beyond basic bookkeeping by building custom tools that flag errors, track performance, and give real-time insights through visual dashboards. My work not only saves time but also empowers business owners to make smarter decisions confidently.
Purpose
BusinessIndustry
Financial ServicesLanguage
EnglishWhat's included
| Service Tiers |
Starter
$100
|
Standard
$150
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 3 days | 6 days | 15 days |
Number of Revisions | 2 | 2 | 2 |
Number of Pages | 3 | 5 | 10 |
Formatting & Clean Up |
About Marinel
Experienced Bookkeper
Santiago, Philippines - 1:12 am local time
QuickBooks/Xero business set-up
General Bookkeeping
*Managing Account Receivables / Invoicing
*Managing Accounts Payables / Billing
*Bank and Credit Card Reconciliation
*Financial Statement Reporting
*Payroll Processing
Email Management
Canva Designing
Tax Preparation and Tax Compliance
I am proficient in Microsoft Excel/Google Sheet and can automate financial reports or any other reports required by your business. This significantly speeds up the recording and reporting process while ensuring accuracy. In addition, I can customize reports using Pivot Tables, which are especially useful for analyzing your business’s financial status and making data-driven decisions.
Steps for completing your project
After purchasing the project, send requirements so Marinel can start the project.
Delivery time starts when Marinel receives requirements from you.
Marinel works on your project following the steps below.
Revisions may occur after the delivery date.
Set up Chart of Account
I will set up the chart of account so I can finalize the Financial Reports