You will get accurate financial statements tracker (i.e., Profit & Loss, Balance Sheet)
Top Rated
Project details
If you’re planning to do your business or personal accounting and bookkeeping with the spreadsheet, this professional financial template to easily track your asset, liabilities, equity, income, and expenses is definitely for you. Track your finances now to know your business situation and be ready for the tax session.
Industry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingTarget Country
WorldwideWhat's included $599
These options are included with the project scope.
$599
- Delivery Time 4 days
- Spreadsheet
Optional add-ons
You can add these on the next page.
Fast 2 Days Delivery
+$99Frequently asked questions
50 reviews
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JF
Jenny F.
Apr 25, 2026
Financial Statement
Joar took on a project with minimum information with just the workpapers and did an excellent job. He figured out a complex
Excel file with data and completed a Cash Flow Statement identifying the gaps. He communicated clearly and delivered the project on time. I will use him again.
Excel file with data and completed a Cash Flow Statement identifying the gaps. He communicated clearly and delivered the project on time. I will use him again.
PP
Patrick P.
Feb 24, 2026
Tax preparation for Palms at Maderia BS and PL
Hire Joar if you need a quality tax preparation of BS and PL.
Job well done and thank you,
Patrick
Job well done and thank you,
Patrick
JD
John D.
Jan 8, 2025
HOA tax prep 2024
Joar has been doing our HOA tax prep for the last 3 years. He's very proficient at his work, extremely professional, knowledgeable, and polite. Always look for him to complete your accounting needs.
DB
Dora B.
Nov 25, 2024
Staff Accountant
Joar is very smart. I've been working with him for almost 5 years when his rate was $5/hr usd. In the beginning, he was very humble and easy to work with. Over the years, his rate has tripled. He demanded that I increase his pay to $25 or else he will quit. We ended the contract. I re-hired him bc he has expert level skills in excel. But ever since then, he's hard to work with. He works when he wants. I try to wake up during the hours he's awake so I can talk him through the task. Countless times, he ignores my messages and responds when hes about to clock out. Meanwhile, the task is being done completely wrong or not at all.
DB
Dora B.
May 24, 2024
Office Manager - Accounting Firm
About Joar
Xero & QuickBooks Cleanup, Reconciliation & Tax Preparations (AU & US)
100%
Job Success
Cagayan de Oro, Philippines - 5:07 pm local time
If your file is behind, unreconciled, or full of unclear balances - I step in and fix the structure properly.
My focus is not just categorizing transactions, but making sure everything ties correctly.
I Help With:
- Full-year cleanup
- Bank & credit card reconciliation
- Fixing balance sheet errors
- Clearing account cleanup
- Owner contribution & draw corrections
- Payroll liability reconciliation
- Untangling personal vs business expenses
- Chart of accounts restructuring
- Stripe & merchant reconciliation
- CPA / accountant-ready financial reports
I work with both Australian and US businesses and understand how books should look before being handed to an Accountant / Tax Preparer.
Clean structure. Accurate reconciliation. No guesswork.
Steps for completing your project
After purchasing the project, send requirements so Joar can start the project.
Delivery time starts when Joar receives requirements from you.
Joar works on your project following the steps below.
Revisions may occur after the delivery date.
Set up Chart of Accounts
Set up all accounts in the automated financial spreadsheets via the Chart of Accounts
Categorize Transactions
Categorize all transactions from the bank and credit card statements and ask necessary questions from the client for unclear transaction/s.



