Annual QuickBooks Statements & Forecast

@schoudhary1553

Being a Full Stack Developer with a specialization in Data Analysis and Excel, I am confident in offering you an error-free and timely completion of your project. Over the past seven years, I've extensively worked with complex data, aiding top companies like DXC Technologies and Metlife GOSC. With a solid grasp on financial management and a keen eye for detail, I will transform your QuickBooks exports into fully reconciled annual financial statements that meet all industry standards. In addition to delivering transparent and accurate financial statements (Income Statement, Balance Sheet, and Cash Flow Statement) in both Excel and PDF formats, I'll create a comprehensive 12-month budgeting and rolling forecast model, letting you update it effortlessly without risking formula inconsistency. Precision is my forte; every statement will be tied back to underlying transactions while maintaining alignment with actual bank balances. Thank you for considering me as the best fit for your project. Looking forward to working diligently for your absolute satisfaction. Best regards, Sandeep

@pongkaj13

With more than 7 years of corporate accounting and management experience, I understand the significance of clean, fully reconciled financial statements and a transparent budgeting forecast. A certified ACCA qualified professional, I have the expertise to turn your QuickBooks exports into accurate annual financial statements - Income Statement, Balance Sheet, Cash Flow Statement - all linked back to the underlying transactions and bank balances. Additionally, I can craft a comprehensive 12-month budget & rolling forecast model in Excel that can be easily updated without compromising any formulas. The wide range of my skills which include running bookkeeping & financial management services on QuickBooks Desktop & Online among other platforms, developing accounting systems that improve cash flow, and implementing operational controls align well with your project's needs. They provide the necessary support to deliver promptly and effectively without jeopardizing precision. Being an accountable professional has been instrumental in my success so far, as my clients can vouch for. You choosing me for this project would mean placing it in the hands of someone who is committed to delivering high-quality work within the agreed timelines. Let's get started; I am eager to know what files will be needed first and will provide you with a realistic turnaround time accordingly.

@RRconsultant

Greetings! I am a "TOP RATED" bookkeeping & accounting expert working on Freelancer.com with 100% Job Success rate and Preferred Freelancer tag. I have more than 10 years/15,000 hours of experience in providing bookkeeping & accounting services to clients across different markets. I am a Chartered Accountant (CPA) and a full-time bookkeeper with QuickBooks Online (QBO) Advanced Certified ProAdvisor (platinum level adviser) and above all experienced in working with 200 businesses just like yours. Over the years, it has been my “specialty” to clean up messes in QBO. Most of my client engagements starts with backlog bookkeeping, getting business books in order, and then those clients become ongoing clients. My goal is to help business owners have a cleaner view of their finances so that they can take informed decisions to help their business grow. I believe, the key to accurate and scalable bookkeeping is to develop workflows, systems & processes that pull all the transactions of your business into a centralized accounting system (QBO) and then processing those transactions. I also specialize in utilizing the app ecosystem to automate the bookkeeping process and make it scalable. I have worked for a wide range of duties, including building out workflow systems & processes, accounting, reconciling, bookkeeping, inventory management, accounts receivable process, accounts payable process, payroll etc. Contact me today; I am here to help! Thanks, Vinod

@ameenulhaq66

Hi Tuqa, I have read through your project proposal and am confident in my ability to assist you. With over 8 years of real-world experience and freelance work in Excel, I am well-equipped to handle your Annual QuickBooks Statements & Forecast project. I would love to connect with you in chat to discuss your project further and ensure that I can meet your specific needs and expectations. Regards.

@mussadiq3

Hi, I’ve reviewed your project and am confident I can turn your QuickBooks exports into fully reconciled, accurate financial statements and a dynamic 12-month budget and rolling forecast. I have extensive experience working with QuickBooks data and creating Excel-based models that are both precise and easy to maintain. For your project, I will reconcile every transaction against bank statements and supporting schedules to produce an Income Statement, Balance Sheet, and Cash Flow Statement that tie directly to the underlying data. I’ll also build a transparent, fully linked Excel budget and rolling forecast so monthly updates are seamless and formulas remain intact. Clear labels, structured layouts, and intuitive formatting will make it easy for you or your team to maintain. Once the files are ready, I’ll provide a brief walkthrough or written instructions to ensure you can confidently update the model going forward. I’m ready to start as soon as you share the QuickBooks exports, bank statements, and any relevant schedules, and I’ll provide a timeline that balances speed with accuracy. Best regards, Mussadiq Hussain

@simplifitax

As a dedicated and highly skilled finance professional, I am confident that I can provide you with the optimal solution for your QuickBooks statements, annual financials, and budgeting needs. With nearly a decade of experience as a Chartered Accountant and CPA, my expertise in financial statement preparation, budgeting, and forecasting aligns perfectly with your project requirements. I understand the value of clean, fully reconciled financial statements and the importance of accuracy when it comes to preforming future financial forecasts. By utilizing my adeptness in Intuit QuickBooks, I can guarantee outputs that are transparent and clearly labeled, ensuring easy updating without compromising any formulas.

@cadeeptiarora

Hello, I am a Chartered Accountant with strong experience transforming QuickBooks data into fully reconciled, audit-ready financial statements. I can prepare a complete set of annual financials—ensuring every figure traces back to source transactions and agrees with bank balances. Alongside the statements, I will build a clear, user-friendly 12-month budget and rolling forecast in Excel, with transparent formulas and structured inputs so you can update it each month with confidence. The model will be practical, stable, and easy to maintain. Once I review your QuickBooks exports and bank records, I will confirm a realistic delivery timeline that prioritises accuracy over speed. You’ll also receive a short walkthrough or written guidance so you can keep everything current going forward. Happy to begin as soon as the files are shared. Best regards, CA Deepti Arora

@gpellosis

As an Expert CPA with a specialization in QuickBooks and a proven track record of delivering impactful results for over 15 years, I am the perfect candidate to help you transform your financial statements into clear and concise annual reports that tie back to every transaction. My extensive experience in accounting ensures that your financial records are accurate, up-to-date, and in line with all regulatory requirements. Additionally, my skills in budgeting and forecasting will enable me to create a 12-month budget and rolling forecast model that is transparent, well-organized, and easily manageable by you each month. My aim is to empower my clients with a financial system that they can fully understand and efficiently handle without breaking any formulas. Moreover, as a proactive strategic partner, I don't just deliver the reports but I walk you through them ensuring you know how they work and updating guidance. Through my detailed financial analysis, I provide insights to make informed decisions, mitigate risks, and identify growth opportunities. Don't settle for anything less than utmost excellence - partner with me to give your business solid financial foundations, innovative strategies, and realize your financial goals.

@arslanu2

Hi! Here is your professional Business Consultant providing services, including but not limited to Budgeting and Financial Forecasting, Business and Financial Modelling, Business Analysis, Business Consulting, Financial Planning, Financial Analysis, and Financial Consulting. I am into the Consulting Business for more than 12+ years. Let's discuss the scope of your project, and I can assure you the best services among all, inshaAllah. Regards Muhammad Arslanullah

@mohamedahmedmoha

With my skill set that includes 15+ years of excellency encompassing Accounting, Financial Analysis, Budgeting, and Forecasting among other things I can expertly handle your need for clean, reconciled annual financial statements. My portfolio showcases extensive experience working with QuickBooks, along with remote bookkeeping expertise that makes me perfectly suited for the task at hand. Helping you transform your QuickBooks exports into crystal clear financial records is something I'm highly proficient at. Apart from refreshing your financial statements, my wide-ranging accounting skills extend to developing effective budgeting strategies and creating rolling forecast models in Excel, both of which are key components for proper financial management. By making sure the forecasts are transparent, clearly labeled, and user-friendly for future updates without breaking any formulas, I ensure that progression in your financial reporting process remains solid. Last but not least, my clients' satisfaction is always my utmost priority and timeliness is something I never compromise All this coupled with a 1 Year FREE Subscription to QuickBooks Online Setup advice for clients as an added bonus demonstrates my commitment towards not just meeting but exceeding client expectations. Let's connect today and let me show you how I can bring clarity to your finances and a semblance of nirvana to your operations!

@besho87

Hi, I’ve done this exact work many times before—turning QuickBooks exports into clean, fully reconciled annual financial statements and building transparent Excel budget/forecast models that are easy to update month-to-month without breaking formulas. What I’ll deliver • Annual Income Statement, Balance Sheet, and Cash Flow Statement (Excel + PDF), professionally formatted and fully tied back to the QuickBooks detail. • Full reconciliation to bank balances (and any key control totals), with clear mapping so every figure is traceable to underlying transactions. • A 12-month budget + rolling forecast workbook with simple inputs, variance vs actuals, and clearly labelled assumptions. Files I’d need first 1. QuickBooks exports (Trial Balance + P&L + Balance Sheet + General Ledger detail, or an accountant copy) 2. Bank statements for the period (PDF/CSV) 3. Any supporting schedules (loans, fixed assets/depreciation, payroll summaries, owner draws/equity, AR/AP aging if applicable) 4. Fiscal year start/end dates and your preferred chart-of-accounts structure (if any) Turnaround Once I review the files and confirm volume/complexity, I can give you a realistic delivery window that prioritizes accuracy and reconciliation. Best Regards Beishoy

@muhammadh0558

Hi, I have read your requirement al hat and can convert your QuickBooks exports into fully reconciled annual financial statements for internal review. I am a CA/CPA with 5 years of experience, a QuickBooks Online ProAdvisor and Xero ProAdvisor, with extensive expertise in preparing Income Statements, Balance Sheets, Cash Flow Statements, and budgets tied directly to underlying transactions and bank balances. I will ensure your statements are accurate, reconciled, and delivered in both Excel and PDF formats. Additionally, I can build a 12-month budget and rolling forecast model in Excel, fully linked and transparent, with clear labels and instructions so you can update it monthly without breaking formulas. I focus on accuracy, clarity, and audit-ready work, and I will provide a brief walkthrough or update guide to ensure you can maintain the models independently. I’m ready to start once you share your QuickBooks data, bank statements, and any supporting schedules, and I will propose a realistic timeline that prioritizes precision. Regards, Humayun Khan

@brayanstiven5

Hi Tuqa A.. I am very excited with your project because I have completed similar project recently. The skills required for your project are my main specialty.(Excel, Intuit QuickBooks, Financial Analysis, Financial Forecasting, Budgeting and Forecasting, Finance, Data Analysis and Accounting) I can handle this perfectly and have abundent experiences. Please confirm that I am one of the best fits for you and drop me a message for further discussion. Thanks and Best Regards.

@mdaltas5

December 15, 2025 Greetings I hold an MBA degree and possess strong professional expertise in my field. I noticed your project on Freelancer.com and it immediately caught m attention! I’m a QuickBooks Advanced ProAdvisor and Xero Certified Advisor, ZohoBooks, Wave and MYOB experienced in cloud-based accounting for over 2 years and onsite accounting for 8+ years. I can help with bank reconciliation, chart of accounts, invoicing, payroll, VAT and more ensuring everything runs smoothly and efficiently. Let’s connect to discuss your accounting needs! Warm regards Md. Altas Uddin

@sheza381a

As an experienced bookkeeping professional with a deep understanding of QuickBooks, I am well-prepared to help you transform your financial data into accurate, actionable reports. I have spent the last 5+ years helping small businesses like yours maintain tidy financial records and make informed decisions. My proficiency with QuickBooks also extends to advanced features like budgeting and forecasting, which will allow me to create a detailed and efficient annual budget and rolling forecast model for you. This model will be easy for you to update on a monthly basis without worrying about breaking any formulas. Couple that with my meticulous attention to detail when it comes to data entry and categorization, I assure you speed, accuracy and most importantly full transparency. Moreover, as an efficiency enthusiast, I value your time and guarantee a quick turnaround without sacrificing quality. My top priority is your satisfaction, which means creating clear, organized deliverables that tie back to every underlying transaction and match actual bank balances. In addition, I will provide you instructions or a walkthrough so that you can update the work effortlessly on your own. So if my ability to utilize my skills in accounting, budgeting, forecasting combined with my experience in providing tailored services seems like what you're looking for, let's not waste any more time. I'm eager to simplify your financial journey

@Vikash250genial

HI, I understand your requirements and assure you of the quality of work. I have 13+ years of experience in accounting, bookkeeping, financial analysis, budgeting, financial management, Management Accounts, Payroll, Internal audit etc. I am certified in "QuickBooks Online Pro", I have "MBA in Finance" & "Master of Commerce (Mcom)" degree. Regards Vikash

@nNamanrRathi

Hi Before we proceed I would like to clarify a few technical points so the outputs align with your expectations 1. Are the QuickBooks exports fully posted for the year or should I expect year end adjustments such as accruals or depreciation 2. Do you want the budget and forecast built at an account level or grouped into major income and expense categories 3. Should the cash flow statement follow the indirect method or a direct format My approach 1. Review the QuickBooks data and bank statements and complete all reconciliations so balances tie back to source records 2. Prepare clean annual Income Statement Balance Sheet and Cash Flow in Excel and PDF for internal review 3. Build a clear 12 month budget and rolling forecast model with linked formulas that are easy to update 4. Provide a short walkthrough or written notes so you can maintain the model confidently About me I am a Chartered Accountant and CPA with over 8 years of experience working with Dubai Singapore and UK clients. I run Books and Counts LLC and specialise in accounting using QuickBooks along with budgeting and forecasting. I handle bookkeeping while keeping tax laws and audit requirements in mind so year end tax adjustments are minimal. Though my profile is new here I have served more than 300 clients and believe I can handle this engagement confidently.

@caaayush1996

Drawing from my seven years of finance experience and my expertise as a Chartered Accountant, I believe I am the ideal candidate to deliver on your Annual QuickBooks Statements and Forecast project. My experience in taxation, auditing, accounting and financial management will ensure that your financial statements are fully reconciled, accurate and compliant with all necessary regulations (IFRS, GAAP and IND AS). My proficiency in Intuit QuickBooks will enable me to work seamlessly with your QuickBooks exports and bank statements to produce clean and reconciled annual financial statements. Moreover, my specific skills in budgeting and forecasting will be invaluable in creating a straightforward 12-month budget and rolling forecast model that meets your needs for transparency, ease of use, and accuracy. Throughout my career, I have consistently demonstrated a meticulous attention to detail which has helped identify errors, ensure transparent operation and improve internal controls in businesses I have worked with. Furthermore, I am known for providing actionable insights that drive efficiency and profitability- an offering that can greatly benefit your business as well. Let's connect on which files you require at this stage so we can estimate a realistic yet efficient turnaround time for this important project.

@Waqar381a

As someone who has been specializing in bookkeeping and financial tasks for over 5 years, I believe I can make a crucial difference for your annual QuickBooks statements and forecast project. The tools you've mentioned in your project description align perfectly with my expertise. I have profound experience with Intuit QuickBooks and Microsoft Excel, both essential for generating the clean, accurate statements and forecast you require. I can assure you that my work will always tie back to the underlying transaction details and actual bank balances. In addition to my technical skills, I am highly organized and committed to accuracy, mirroring the meticulousness you need for such a project. My efficiency will ensure that not only do I meet your timeline but also maintain high standards of quality. We will establish clear communication throughout the project, so any concerns or clarifications are addressed promptly. Lastly, my commitment to confidentiality is unwavering. Financial privacy is critical, and I treat every client's information with utmost care. By entrusting me with your annual financials, you can focus on other aspects of your business knowing that you're partnered with someone who values your trust highly. Let's combine my technical know-how and passion for simplifying finance to bring successful outcomes to this project!