Parcourir les catégories
Explorer
Fiverr Pro
Français
$
USD
I will prepare your profit and loss statement and expense report
Operations Consultant
I am a versatile operations, accounting, and tax professional with over 15 years of experience across financial services and technical support. I specialize in high-volume account reconciliation, payr...
À propos de ce service
Know exactly where your business stands, every month.
Send me your monthly bank statements and I hand back a clean profit & loss statement and an itemized expense report reconciled, categorized, and reviewed by hand. Every report includes a pie chart of your spending and a short monthly review, so you can see where the money went without digging through statements.
I am a tax and accounting professional with 26 years of experience, and I prepare these reports the same way I prepare them for my own tax clients: by hand, line by line, not by an automated template.
What you get:
Profit & loss statement for the month
Itemized expense report, categorized
Spending pie chart
Short written monthly review
What I need from you: your bank statements for the month (PDF or CSV) and any notes about deposits or expenses I should know about.
Reports are ready in 1 to 3 business days after I receive your statements. If you also need bookkeeping, tax preparation, or help with an IRS notice, message me those services are available too.
Les services ne sont pas vérifiés
Veuillez noter qu'il n'y a pas de procédure de vérification pour ce service. Nous vous recommandons de contacter le freelance et de vérifier toutes les informations nécessaires avant de passer votre commande. Pour en savoir plus sur les services financiers, consultez le site Fiverr.
FAQ
Q: What do you need to start?
A: Your bank statements for the month or months you ordered, sent through the order page after purchase.
Q: How fast is delivery?
A: 1 to 3 business days after your statements arrive, per month ordered.
Q: Are my statements private?
A: Yes. Your documents are used only to prepare your report and are never shared.
Q: Can you do more than one month?
A: Yes — order the Standard package for 3 months or the Premium package for 12 months, or order Basic once per month.
Q: Do you prepare taxes too?
A: Yes. Tax preparation is a separate service — message me for details.
Q: What language are the reports in?
A: All reports and communication are in English only, prepared for US tax and lender use.
