Google Sheets Financial Management Setup

I need a structured, detail-oriented Google-Sheets pro to take charge of the numbers behind my service-based business. Your main focus will be threefold:

• Tracking costs and income in real time so every transaction is logged and categorized the moment it lands.
• Organizing an easy-to-follow accounting structure that separates operating expenses, cost of service delivery, overhead, and any ad-hoc spend.
• Analyzing profitability per job or project, showing revenue, direct costs, allocated overhead, and clear net profit for each assignment.

I currently work with scattered spreadsheets; you’ll turn them into a single, reliable workbook with clear tabs, protected formulas, drop-down categories, and at-a-glance dashboards. Each month I expect an automatically generated report that highlights total revenue, expense breakdowns, profit margins, and any red flags you notice.

Key expectations
– Build the initial template, import historical data, and reconcile totals.
– Automate repetitive tasks with formulas, pivot tables, and preferably App Script triggers where useful.
– Document your setup so anyone on the team can update basic inputs without breaking formulas.
– Provide recommendations as the company grows—new tabs, metrics, or visualizations that improve insight.

If you’ve helped service businesses translate messy numbers into crystal-clear Sheets before, I’d love to see examples. Let’s create a system that scales while letting me focus on serving clients, not wrestling spreadsheets.