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Excel-Based Financial Reporting for Small Businesses (ithaca)
offered virtually
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If your spreadsheets are disorganized, hard to interpret, or not giving you clear answers, I can help structure and analyze the data you already have.
Typical projects include:
Cleaning and organizing existing Excel files
Monthly or quarterly financial summaries
Revenue and expense trend analysis
Job, property, or client-level profitability reports
Simple dashboards for owner-level visibility
This service is a good fit for:
Contractors and trades
Property owners / small landlords
Owner-operated businesses using Excel or QuickBooks exports
What this is not:
Bookkeeping, tax preparation, or accounting services.
What it is:
Practical financial analysis and reporting using Excel — focused on clarity, structure, and usefulness.
Please feel free to reach-out with whatever your needs are........ I can help! Other business consulting companies will try to get you to commit to plans and services that benefit THEM. That is not the case with me! I will work with you and your small business and provide AFFORDABLE options to get you on a path where you can make sense of the data you have!