Ongoing Bookkeeping Support Required - Xero, Excel & Bank Reconciliation

@kaimenyijohn5

Monthly Profit & Loss Statement – Excel, Automated Reports, Financial Analysis, QuickBooks/Xero Hello, I'm John K. — MSc Economics & Statistician with 15+ years and 1,000+ projects (4.9⭐). I specialize in financial reporting, Excel automation, and P&L statement preparation. You need help generating monthly Profit and Loss Statements in Excel. I'll create accurate, professional P&L reports with clear revenue, expense, and net income breakdowns. How I'll approach it: Review your financial data source (Excel, QuickBooks, or Xero) Set up Excel template with your chart of accounts Import and structure monthly transaction data Calculate revenue, expenses, and net income Format professional P&L statement with clear headings Automate for recurring monthly generation Deliver clean, ready-to-use report What you'll receive: ✅ Monthly Profit & Loss Statement (Excel) ✅ Automated calculations ✅ Professional formatting ✅ Recurring monthly reports I'm ready to start as soon as you share your financial data source. Drop a message. Looking forward, John K.

@yamilgvb

Hi, I can help you prepare and maintain a clear monthly Profit & Loss statement in Excel. I’m comfortable working with structured financial data, formulas, summaries, and report formatting, and I can organise the workbook so the figures are easy to review and update each month. I can also make sure the report is consistent, clearly labelled, and ready for ongoing monthly use. If you already have a template or source data, I can work directly from that and adapt the report to your preferred format. I’m available to start right away.

@Rab1319

Hi there, Inconsistent calculations or unverified entries in monthly financial reports can obscure your business's true profitability and delay decision-making. My Solution for You: Accurate P&L Generation: I will structure, update, and reconcile your Profit and Loss Statements in Excel on a strict monthly schedule with complete accuracy. Meticulous Proofreading & Reconciliation: Every income, expense, and transaction entry will undergo a double-pass proofreading check against source records to eliminate any formulas or data errors. Professional Layout: Delivering clean, easy-to-read Excel templates tailored for instant executive review. My Experience & Portfolio Sample: I bring 5 years of experience in high-accuracy Excel data management, document proofreading, and record-keeping. I maintain high accuracy standards and complex formulas to ensure zero-error reporting. I am ready to perform a free sample review or proofread a short dataset right away so you can evaluate the quality of my work firsthand. Let's chat.

@gvakogiannis

Bachelor's Degree Accountant registered in the Greek Economic Chamber. The job will be completed with excellent results.

@Kekao666

Hi there, I saw your project for ongoing bookkeeping support — monthly P&L in Excel and bank reconciliation — and this is exactly what I do. - Financial literacy: I manage my own investment portfolio and read P&L statements, balance sheets, and bank records weekly. I care about getting the numbers right. - Excel is my home turf: data cleaning, monthly P&L reports, bank reconciliation, turning raw transactions into clean, decision-ready summaries. AI-assisted workflows for fast, accurate turnaround. - Reliability: consistency matters more than brilliance for monthly reporting. I work with minimal supervision, deliver on a fixed schedule, and communicate clearly. I can work directly from Xero exports or bank statements. I'm only 2.5 hours ahead of you (China time), so our working hours overlap heavily — no long waits. Happy to start with a small test task so you can verify my accuracy. If you like it, I'm in for the long term. Looking forward to working with you!

@edhernandezworks

Hi, I can turn your bookkeeping data into a clean, reviewable monthly Excel Profit and Loss statement with a reconciliation trail. I would start with one representative month: confirm the reporting period and chart of accounts, reconcile the source records, map income and expenses, and deliver the P&L plus an exceptions/questions sheet so nothing is silently guessed. My profile includes Excel cleanup, payment-matching, and PDF-to-Excel validation examples that show the reviewable handoff format I use. Which source should control the report—Xero, QuickBooks, or bank exports—and how many bank/card accounts and monthly transactions are involved? I can deliver the first-month diagnostic and P&L within three business days after receiving complete records and access, then confirm the ongoing monthly schedule.

@Sasikala9165

I am an IRS Enrolled Agent (EA), CMA and MBA with 37+ years of finance and accounting experience. I can provide reliable ongoing bookkeeping support using Xero and Excel, including accurate bank reconciliations, transaction review, and preparation of clear monthly Profit & Loss Statements. I focus on accuracy, timely reporting, and proactive identification of discrepancies so you always have reliable financial information for decision-making. I am comfortable working independently and can support you on a consistent monthly basis.

@rahulmehra19

Hi, I'm Rahul, a bookkeeper/accountant with 18 years of experience in Xero, QuickBooks and Excel-based financial reporting. I can take your bank feeds and transactions and turn them into a clean, accurate monthly Profit and Loss statement in Excel, with consistent formatting each month so it's easy to review at a glance. I'm comfortable working with Xero data exports and reconciling against bank statements to make sure the numbers are accurate before the report goes out. Happy to start with your most recent month as a sample so you can see the format and quality before committing to an ongoing arrangement. Let me know the reporting details (chart of accounts, categories you track) and I can get started right away.

@cayashjain3

Hi, I'd love to help with your ongoing bookkeeping — Xero, Excel, and bank reconciliation are all things I work with regularly, and I understand you're specifically looking for monthly Profit & Loss statements built out in Excel. Here's how I'd approach it: I'd pull the transaction data from Xero, reconcile it against your bank statements to make sure everything ties out, then build a clean, easy-to-read P&L in Excel each month — with categorized income and expenses, comparisons to prior months, and any notes on unusual variances. I can set up a template in our first session so future months are quick to turn around and consistent in format. A couple of quick questions so I can scope this accurately: roughly how many transactions do you process per month, and do you already have a chart of accounts set up in Xero, or would that need to be built out? Also, is there a specific day each month you'd like the P&L delivered by? I'm happy to start with a trial month so you can see the quality of the work before committing to an ongoing arrangement. Looking forward to hearing more about your business. Best Regard, CA Yash Jain