Two-Year Profit & Loss Statement
Budget: $10 – $30 USD
I need a clear, accountant-ready profit and loss statement that covers the past two fiscal years of my service-based, maintenance-and-repairs business. All revenue streams, direct costs, and operating expenses should be organized under standard headings so the file is immediately useful for tax filing and potential financing.
Key points
• Source data: I will supply bank exports, receipt scans, and brief notes on any cash transactions.
• Period: January 1, 2022 – December 31, 2023 (24 months total).
• Format: final deliverable must be a clean PDF. If you build it in Excel or Google Sheets first, include that working file as an optional extra, but my main requirement is the PDF.
• Accuracy: reconcile figures against the provided statements; flag any missing info so I can clarify.
• Presentation: one consolidated statement per year plus a two-year comparative summary page.
Acceptance criteria
1. All income and expense categories are subtotaled and a clear net profit line is shown.
2. Numbers tie back to the source data without unexplained variances.
3. PDF is professionally formatted: consistent fonts, headings, and page numbers.
If you have experience preparing financials for service businesses, especially those in maintenance and repairs, you’ll feel right at home. Let me know your turnaround time and any questions you have about the records.
Key points
• Source data: I will supply bank exports, receipt scans, and brief notes on any cash transactions.
• Period: January 1, 2022 – December 31, 2023 (24 months total).
• Format: final deliverable must be a clean PDF. If you build it in Excel or Google Sheets first, include that working file as an optional extra, but my main requirement is the PDF.
• Accuracy: reconcile figures against the provided statements; flag any missing info so I can clarify.
• Presentation: one consolidated statement per year plus a two-year comparative summary page.
Acceptance criteria
1. All income and expense categories are subtotaled and a clear net profit line is shown.
2. Numbers tie back to the source data without unexplained variances.
3. PDF is professionally formatted: consistent fonts, headings, and page numbers.
If you have experience preparing financials for service businesses, especially those in maintenance and repairs, you’ll feel right at home. Let me know your turnaround time and any questions you have about the records.