Two-Year P&L & Balance Sheet
Budget: $30 – $250 USD
I have roughly 550 income and expense transactions covering the last two financial years and I need them turned into a clear Profit & Loss statement and Balance Sheet. All work must be delivered in Excel so I can continue to manipulate the numbers after hand-over.
You will receive the raw transaction list along with any supporting statements you need; your task is to classify each entry, reconcile the totals, and then build year-end reports for both years. Accuracy is essential—figures must tie back to the source data and totals must balance.
Deliverables
• Cleaned, fully classified ledger of all 550 transactions
• Year-end P&L for each of the two years (Excel)
• Year-end Balance Sheet for each of the two years (Excel)
I’ll review every formula, subtotal, and link, so please document any assumptions you make. When you submit your proposal, highlight past work that shows you have produced similar statements before; that evidence will carry the most weight in my selection.
You will receive the raw transaction list along with any supporting statements you need; your task is to classify each entry, reconcile the totals, and then build year-end reports for both years. Accuracy is essential—figures must tie back to the source data and totals must balance.
Deliverables
• Cleaned, fully classified ledger of all 550 transactions
• Year-end P&L for each of the two years (Excel)
• Year-end Balance Sheet for each of the two years (Excel)
I’ll review every formula, subtotal, and link, so please document any assumptions you make. When you submit your proposal, highlight past work that shows you have produced similar statements before; that evidence will carry the most weight in my selection.
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