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More details: Which tasks do you need help with? Generating financial reports in Excel What type of financial reports do you need? Profit and Loss Statement How frequently will you need the Profit and Loss Statement? Monthly
Project ID: 40663062
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Active 9 hours ago
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25 freelancers are bidding on average $20 USD/hour for this job

Hi, I’d be happy to provide ongoing bookkeeping support and prepare your monthly Profit & Loss reports. I have around 10 years of bookkeeping and accounting experience and regularly work with Xero, QuickBooks, and Excel. I can manage your monthly bank reconciliations, review and correctly categorize transactions, resolve discrepancies, and ensure the books are accurate before preparing the reports. Each month, I can provide a clear Profit & Loss Statement in Excel, with the figures reconciled back to Xero and the bank accounts. I can also customize the Excel reporting format if you need specific categories, comparisons, or additional management information. I’m comfortable working independently on ongoing monthly bookkeeping and maintaining a consistent month-end process. I’m available to start immediately and would be happy to discuss your current transaction volume and reporting requirements. Best regards, Sajid Ur Rehman
$15 USD in 40 days
6.4
6.4

As a highly experienced Accountant with a strong grasp of software like QuickBooks Online - similar to Xero - I am confident that I can effectively and efficiently handle all your bookkeeping needs. My proficiency in generating financial reports, especially the Profit and Loss statement on a monthly basis, aligns perfectly with the tasks you require and your need for Excel expertise. Moreover, my ten years of experience in bookkeeping imparts me with a deep understanding of how accurate financial reports can significantly impact business decision-making. Having providedbookkeeping services across various countries like UAE, UK, KSA, Qatar, I am well-versed in VAT compliance requirements which might come handy for you. I also have proficient skills in bank reconciliation, data entry & MS Excel analysis; all important for the tasks at hand. My track record includes not just preparing financial statements but also utilizing them for financial modeling and planning. Hiring me for this job means you get a dedicated professional who delivers results exceeding your expectations. You'll have full access and no restrictions to any files or information related to your project. Finally, you can trust me to protect your sensitive data through NDA signing - IP confidentiality is as important to me as it is to you! So let's connect soon and give your business the robust bookkeeping support it deserves!
$20 USD in 40 days
5.1
5.1

I can create a reliable monthly Profit & Loss reporting process in Excel that gives you a clear view of revenue, costs, expenses, and profitability each month. I’ll structure the workbook so the report is accurate, easy to update, and reusable for future months rather than requiring the P&L to be rebuilt each time. Thank you for considering my proposal. I have gone through the requirements in detail. I have strong experience in financial reporting, Excel-based management reports, reconciliations, financial analysis, and building structured reporting templates. I can ensure the P&L is clearly presented with appropriate classifications, formulas, checks, and a format that is easy to understand and maintain. I have uploaded samples similar to this project completed by me earlier in my profile. With 10+ years of experience and as a Chartered Accountant (ICAI) and CPA, I bring strong accounting and financial reporting expertise to ensure accuracy and consistency. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Regular updates related to the project ✅ Timely delivery ✅ 100% commitment to project completion I can start immediately and build the monthly P&L around your existing data and reporting requirements. Please share a sample of your current financial data or Excel format so I can understand the structure.
$15 USD in 4 days
3.7
3.7

Hi, I can help prepare your monthly Profit & Loss Statement in Excel and make sure the figures are properly organized, reconciled, and easy to review. I have a Bachelor’s degree in Accountancy and hands-on accounting experience, including accounts receivable, invoicing, financial recordkeeping, and reconciliation. I’ve also worked with QuickBooks Online, Zoho Invoice, and Excel, so I’m comfortable taking raw financial data and turning it into a clear monthly report. For each reporting period, I can organize revenue and expenses by category, verify totals against the source records, identify discrepancies, and prepare a clean P&L showing revenue, cost of sales, operating expenses, and net profit/loss. I can also include month-over-month comparisons or variance analysis if needed. Accuracy is my priority with financial work, so I’ll reconcile and review the numbers before submitting the final report. I’m available to handle this consistently every month and can start with your current reporting period. Thanks, Harold
$20 USD in 40 days
3.4
3.4

With immense pleasure, I, Ghulam, offer my extensive services for your ongoing bookkeeping support requirements. My experience of over 5 years in Excel, financial report generation, and bank reconciliation makes me the perfect fit for your project. I have an exceptional understanding of Xero and can easily generate Profit and Loss Statements on a monthly basis - which is precisely what you need. Besides my technical proficiency, I specialize in providing tailored solutions to financial matters. I appreciate that every business is unique which reflects in its financial records. With this understanding, I ensure my services are aligned with the specific needs and goals of your business. Moreover, reliability is a key trait which underpins all of my work. You can count on me to deliver accurate financial reports within the designated timelines. I maintain constant communication channels so that you are updated throughout the entire process. Let's join hands to streamline your bookkeeping endeavors and take your business to new heights together!
$20 USD in 1 day
2.6
2.6

As a seasoned accountant with specific expertise in US accounting standards (GAAP), I am confident in my ability to support and deliver the ongoing bookkeeping tasks you require swiftly and accurately, especially within Xero, Excel, and Reconciliation of financial statements. With over 5 years of professional experience, I have mastered the core services you seek: full-cycle bookkeeping, bank & credit card reconciliations, accounts receivable and payable management, financial reporting, and meticulous month-end/year-end closing. Beyond offering skill-equipped services, my commitment to your book's cleanliness stands above all. I understand the importance of a well-maintained record and how critical it is to make informed business decisions using accurate financial insights. By keeping your books clean, scheduled month-end closing, ensuring zero discrepancies in account reconciliation, I guarantee your books will be audit-ready at any given time. By choosing me for this project, you'll gain a dedicated partner who is not only well-versed in the technicalities but also deeply respects the value of your time. You will have an organized system handing all your financial records with precise and timely financial outputs. Let's work together to drive greater growth for your business by ensuring its financial health is always atpeak performance!
$16 USD in 40 days
2.0
2.0

With nearly two decades of comprehensive experience in financial management, I know the ins and outs of accounting and bookkeeping like the back of my hand. This expertise doesn't just cover the basic tasks, but also involves generating accurate and concise financial reports on various platforms - including Xero and Excel, which are fundamental to this project. Throughout my career, I've primarily focused on promoting organizational growth through diligent financial oversight and strategic initiatives - a skill that would be invaluable for your business. The monthly Profit and Loss Statements you require will be crafted meticulously and promptly, providing you with real-time analysis to make informed decisions. Lastly, trust is essential when it comes to financial matters, which is why client satisfaction has always been my top priority. I'm not just here to fulfill your monthly reporting needs but also to enhance your overall financial management system. With me on board, you'll have peace of mind knowing that your financials are in safe hands, all while working towards maximizing profitability. Looking forward to contributing to your ongoing success!
$15 USD in 40 days
1.4
1.4

I provide accounting services to all and ensure compliance with accounting standards and reconciled and ready for audit
$20 USD in 40 days
0.0
0.0

Hi, I would love to help you generate and manage your monthly Profit and Loss statements in Excel, backed by seamless data management in QuickBooks or Xero. As an experienced accounting professional with deep expertise in full-cycle bookkeeping, bank reconciliations, and financial analysis, I specialize in translating raw transactional data into clean, actionable insights. Here is how I can support your reporting needs: Monthly P&L Generation: Accurate and timely preparation of monthly Profit and Loss statements in Excel to give you crystal-clear visibility into your business performance. Reconciliation & Accuracy: Rigorous bank reconciliations and ledger cleanups to ensure every figure in your reports is reliable and audit-ready. Financial Analysis & Planning: Transforming standard statements into structured summaries that highlight key profit margins, expense trends, and operational insights for decision-making. I am available to start right away. Let's connect to discuss your exact reporting requirements and get your monthly dashboard running smoothly! Best regards, Priyanshu Gakhar
$15 USD in 40 days
0.0
0.0

Hi, Preparing accurate monthly Profit & Loss statements in Excel is exactly the type of financial reporting work I handle. I’m a professional accountant with 7+ years of bookkeeping and accounting experience and hold QuickBooks Online ProAdvisor certifications (Core and Advanced). I currently manage financial reporting for a U.S.-based software company, including transaction review, reconciliations, month-end close, and preparation of financial statements. For your monthly P&L reporting, I can: • Prepare a clear and well-structured Profit & Loss statement in Excel • Organize revenue and expenses by the appropriate accounts • Review the underlying data for accuracy before reporting • Compare monthly results and highlight significant changes • Maintain a consistent Excel format for easy month-to-month comparison • Update the report monthly based on the latest financial data I have strong Excel and accounting knowledge, so I focus not only on formatting the report but also on ensuring the numbers are properly classified and reliable. Quick question: Is the source data coming from QuickBooks, another accounting system, or an existing Excel file? I’m available to start immediately. Best regards, Shivam Sharma
$18 USD in 30 days
0.0
0.0

Hi, I’d be happy to help prepare your monthly Profit & Loss reports in Excel. With an accounting background and experience working with financial records and reconciliations, I’m comfortable organizing financial data and turning it into clear, accurate reports. I’m detail-oriented, careful with numbers, and currently expanding my hands-on skills in QuickBooks and Xero, so I’m comfortable adapting to your existing accounting workflow. I’d be happy to learn more about how your data is currently organized and the format you prefer for your monthly P&L. Best regards, Yessy
$15 USD in 40 days
0.0
0.0

I am practicing Chartered accountant : I am passionate and dedicated to providing robust financial support to clients like you, and this project aligns perfectly with my skills and experience as a Practicing Chartered Accountant. Over the years, I have honed my proficiency in Excel, and Bank Reconciliation, enabling me to swiftly and effectively generate accurate financial reports such as Profit and Loss Statements. My experience in managing monthly financial reporting for various organizations has provided me with an in-depth understanding of the importance of timeliness and precision. Thanks to this, you can expect me to consistently deliver on time while maintaining unwavering quality standards. Additionally, my prowess in utilizing Excel software for in-depth financial analysis will be highly valuable when it comes to extracting actionable insights from your data. Moreover, as a Chartered Accountant, I have not only handled similar tasks successfully but also ensured meticulous adherence to all statutory compliances such as Income tax, GST, TDS Returns & Payments - essential factors which contribute significantly to the smooth continuation of your business activities. With me on board, you can be confident that not only your bookkeeping needs will be met but your overall financial health will also be kept strong. Let's take this forward!
$23 USD in 50 days
0.0
0.0

Hi, I can help you prepare accurate monthly Profit & Loss Statements in Excel, with clear formatting and reliable figures for easy review. I’m a QuickBooks Online ProAdvisor and Xero Certified bookkeeping professional with 5+ years of experience in bookkeeping, reconciliations, financial reporting, and Excel-based financial data. I can set up a consistent monthly P&L format and make sure the reports are accurate and easy to understand. I’m available to start right away. Thanks, Manan
$15 USD in 40 days
0.0
0.0

I'm a staff accountant with over ten years in finance and accounting. I run month-end close on a $4.5M book and recently closed a $700K+ reconciliation gap between systems. I work in Xero every week — bank reconciliations, AR/AP cleanup, and month-end adjustments — plus QuickBooks, Dynamics 365, and SAP. I can take on your ongoing bookkeeping and Excel reporting and keep it accurate and on schedule. Happy to start with a paid trial period so you can see the work. — Moustafa
$20 USD in 40 days
0.0
0.0

Hello, I can help turn your monthly accounting data into a clear Profit and Loss report in Excel. I established management accounting processes at a pharmaceutical distributor and bring previous banking internal audit and accounting experience, together with the Certified Internal Auditor qualification. For your monthly report, I would organize revenue and expense data into the agreed categories, check the report against the supplied ledger or trial balance, identify inconsistencies, and provide an editable Excel P&L with supporting schedules and concise notes. If useful, the report can also show a prior-month comparison. Your title mentions Xero, while the description focuses on Excel reporting. Would you like me to work from Xero exports, or does the role also require posting transactions directly in Xero? My main relevant experience is in Excel-based management reporting; my QuickBooks Online background currently includes training and practice. Please share the existing report format, approximate transaction volume and month-end deadline so we can agree on the scope of the first paid reporting cycle. Best regards, Meerim Babanova
$20 USD in 10 days
0.0
0.0

Hi! Reliable monthly bookkeeping in Xero, with a clean Profit & Loss in Excel every month. Monthly routine: - Import/feed bank transactions into Xero and reconcile every account to the statement balance - Categorise income and expenses correctly and fix any mis-postings - Clear the suspense items and list any open questions for you in a short query sheet - Export and format the monthly P&L in Excel: month vs. prior month and year-to-date, with a short notes section on big movements The first month (setup review + reconciliation + P&L) is delivered within 2 days of access; after that, each month is closed on a fixed day that suits you. Rate: $15/hr. Could you share which month to start from and roughly how many transactions you have per month?
$15 USD in 2 days
0.0
0.0

Hello, I can help you maintain accurate books, reconcile bank transactions, and prepare clear monthly financial reports. I’m an accountant with hands-on experience in bank reconciliation, bookkeeping, Excel, payroll, reviewing financial transactions, and identifying discrepancies. I also work with Odoo and can quickly adapt to your Xero workflow. I can provide accurate reconciliations, organized records, and reliable monthly P&L support. I’m available to start immediately and can work on an ongoing basis. Best regards, Ahmed
$20 USD in 40 days
0.0
0.0

Hello, I have 7+ years of freelance bookkeeping experience across Xero, QuickBooks, and Excel, including monthly financial reporting and bank reconciliations. I can take on your ongoing bookkeeping needs and deliver a clean, accurate monthly Profit and Loss statement in Excel, built from fully reconciled Xero data. I'll keep the bank feed matched and reconciled each month so the P&L numbers you review are always trustworthy. Happy to share past reconciliation and reporting samples, and I can start with your most recent month to establish the workflow. Please let me know your reporting deadline and I'll build around it.
$20 USD in 15 days
0.0
0.0

Ziarat, Pakistan
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Member since Jun 5, 2026
$250-750 USD
$250-750 USD
$15-25 USD / hour
$250-750 USD
$8-15 USD / hour
₹12500-37500 INR
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₹750-1250 INR / hour
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₹12500-37500 INR
$15-25 USD / hour
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₹12500-37500 INR
₹12500-37500 INR
$2-8 USD / hour
$30-250 USD
₹750-1250 INR / hour
$3000-5000 AUD
$250-750 USD
₹750-1250 INR / hour
$250-750 USD
₹12500-37500 INR
₹12500-37500 INR
$10-400 USD