Data Entry, Monthly Reports & Budgeting -- 2

I have a growing pile of customer data that needs to be turned into a clean, searchable dataset, followed by clear monthly reports and hands-on help managing our budget lines.

Here’s what I need:

• Accurate entry of customer data into a structured format—Excel, Google Sheets, or Airtable are all fine as long as the file ends up tidy and filterable.
• A well-designed monthly report that turns those numbers into insights I can show management. Layout, charts, and any formulas should be editable so I can keep using the template after the project wraps.
• Ongoing budget management: tracking actuals vs. forecast, flagging variances, and suggesting adjustments so we stay on target.

You’re free to recommend the best workflow or tools, as long as the final hand-off includes the raw spreadsheet, the report template with one month filled in, and a live budget tracker I can keep updating. Accuracy is critical; deadlines are flexible and we’ll agree on milestones together.

If you have a knack for organizing customer data, producing concise monthly summaries, and keeping budgets in line, I’d love to hear how you would tackle this.