Annual QuickBooks Statements & Forecast
Budget: $250 – $750 USD
I’d like a finance professional to turn my QuickBooks exports into clean, fully reconciled annual financial statements for internal review. The core deliverables are an Income Statement, Balance Sheet, and Cash Flow Statement that tie back to every underlying transaction and match actual bank balances.
Alongside those statements, I also need a straightforward 12-month budget and rolling forecast model in Excel. The file should be transparent, clearly labelled, and easy for me to update each month without breaking any formulas.
To get started, I’ll share the QuickBooks data, bank statements, and any supporting schedules you need. Once you’ve looked them over, we can agree on a realistic timeline so accuracy is never compromised.
Deliverables
• Reconciled annual Income Statement, Balance Sheet, and Cash Flow Statement (Excel + PDF)
• 12-month budget & rolling forecast workbook, fully linked to allow quick monthly updates
• Brief walkthrough or set of update instructions so I can keep everything current
If this sounds like a fit, let me know what files you’ll need first and your estimated turnaround time.
Alongside those statements, I also need a straightforward 12-month budget and rolling forecast model in Excel. The file should be transparent, clearly labelled, and easy for me to update each month without breaking any formulas.
To get started, I’ll share the QuickBooks data, bank statements, and any supporting schedules you need. Once you’ve looked them over, we can agree on a realistic timeline so accuracy is never compromised.
Deliverables
• Reconciled annual Income Statement, Balance Sheet, and Cash Flow Statement (Excel + PDF)
• 12-month budget & rolling forecast workbook, fully linked to allow quick monthly updates
• Brief walkthrough or set of update instructions so I can keep everything current
If this sounds like a fit, let me know what files you’ll need first and your estimated turnaround time.