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I'm seeking a freelancer with strong Excel and Google Sheets skills to create a simple yet effective bookkeeping template for my retail business. The template should facilitate tracking of both income and expenses. Key requirements: - The income tracking should primarily focus on product sales. - The expense categories to be incorporated in the template include inventory costs, utilities, staff salaries, packaging, advertising, and operational costs. - Add a section for calculating and tracking sales tax. - Incorporate charts or graphs for a visual representation of financial data. - Provide a monthly summary of income and expenses. Ideal candidates will have prior experience in creating bookkeeping templates, understanding of retail business financials, and proficient in both Excel and Google Sheets. Please include visual dashboards for a clearer overview of the financial data. Include automated calculations for totals and tax amounts. Include varied product categories for customized income tracking.
Project ID: 38855979
37 proposals
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Active 1 yr ago
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37 freelancers are bidding on average €26 EUR for this job

"Sir/Madam, Excel is my specialty and i love performing complex task in excel. There is nothing in Excel that i can't do. From simple formulas to complex condition based formulas and automation through VBA and MACRO, i am expert in all. My Expertise in Excel Include but not limited to: 1) SIMPLE and COMPLEX FORMULAS (ALL TYPES OF FORMULAS) 2) VBA MACRO AUTOMATION 3) PIVOT TABLES 4) DASHBOARDS FULLY AUTOMATED AND VISUALLY APPEALING. 5) AUTOMATED INVOICE AND QUOTE GENERATOR IN EXCEL WITH DATABASE. 6) CREATING ANY TYPE OF AUTOMATED TEMPLATE IN EXCEL. This is my field. About me I am a Chartered Accountant with more than 8 years of experience including 4 years from the worlds leading Accountancy and auditing firm ""PWC"" and 1 year working at managerial level in Multination company and 3 years as freelancer. I can handle this task very efficiently and you can expect 100% accuracy from me. I am Microsoft Excel, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. I have been working as a freelancer from the last 3 years and I have 390+ 5 stars reviews here. I am not new to work. I know how to meet strict deadlines without compromising the quality of the work. Note. The price is negotiable and we can agree on a mutual price. I will be available for any query round the clock without any further cost even if the project is completed. Regards Arman Kakar"
€88 EUR in 1 day
7.7
7.7

Hello, Greetings! With over a decade of experience in the finance and accounting industry, including a Master's in Business Administration, I am confident in my ability to create an effective bookkeeping template for my clients' retail business. As such, I am well-versed in financial record management and have expertise in various accounting platforms including Excel and Google Sheets. My skills will come in handy while creating your retail business bookkeeping template, with automated calculations and visual dashboards that give you clear summaries of monthly income and expenses. Throughout my career, I've consistently demonstrated my commitment to accuracy, efficiency, and customization. Adding value to your project by not only providing standard features like tracking income from product sales and expense categories, but also incorporating varied product categories for customized income tracking. An important aspect of the bookkeeping for a retail business is the accurate calculation and tracking of sales tax; rest assured, this will be intricately integrated into the template. Moreover, having successfully completed similar projects previously, this ensures that I understand the financial intricacies unique to running a retail business. My diligent approach and strong attention to detail will ensure that your bookkeeping template captures all essential data points while maintaining its simplicity. Thanks
€30 EUR in 7 days
6.4
6.4

Hi Abdel, Can you provide more details on how you envision the visual dashboards to look like in the bookkeeping template? I can create a comprehensive bookkeeping template for your retail business that includes automated calculations for totals, tax amounts, and varied product categories for customized income tracking. The template will feature income tracking focusing on product sales, expense categories like inventory costs, utilities, staff salaries, packaging, advertising, and operational costs. Additionally, I will incorporate a section for sales tax calculation and monthly summaries of income and expenses. I have successfully completed a similar project for a retail business, integrating visual dashboards, automated calculations, and customized income tracking categories. My expertise in Excel and Google Sheets ensures a seamless and efficient solution for your bookkeeping needs. Regards, Sheraz
€13 EUR in 7 days
5.8
5.8

Pleasure to help you. Google sheets automation is one of my skills in my accounting field. I am happy to help you design and automate that fit to your needs. Feel free to message me or award my bid to start. Thanks.
€30 EUR in 3 days
5.9
5.9

With my broad range of skills in graphic design and my keen eye for detail, I'm confident in my ability to create a highly effective, visually pleasing and user-friendly bookkeeping template for your retail business using Excel or Google Sheets. My understanding of various software tools coupled with my proficiency in using them will enable me to design dashboards that provide a clear overview of your financial data. Clearly and visually communicating your financials is, after all, key to effective bookkeeping. Moreover, having a solid grasp of color theory, typography, and layout design will ensure that the template I design for you is not only practical but aesthetically aligned with your brand image. This is important because using something you inherently like is easier. Going forward, my designs will portray a comprehensive overview with automated calculation, diverse product tracking categories to custom-fit your needs while tracing sales tax. Kindly check my portfolio at https://www.freelancer.com/u/ehsankz For further discussion let's begin the chat. Regards Ehsankz N.
€30 EUR in 1 day
4.9
4.9

Hello Abdel, As a Senior Creative Graphic Designer, I’ll complete Retail Business Bookkeeping Template Creation -- 2 and deliver an initial draft within 6 to 7 hours at no cost. I’ll also share examples of my creative work in a private chat. I’m Kiran Shaikh, a Professional Graphic Designer & Digital Content Creator with over 8 years of experience. My focus is on transforming your ideas into standout, original designs that meet your specific needs. Your satisfaction is my priority! Why choose me? Unique, never-repeated designs High-quality, polished results Fast, clear communication 100% satisfaction guaranteed What you'll get: 300 DPI print-ready files AI, EPS, PSD, PDF, JPEG, PNG formats ✨ Experience My Design Magic ✨ I invite you to explore my portfolio: https://www.freelancer.com/u/Kiranshaikh2388 Let’s chat about how I can bring your project to life! Thank you, Kiran Shaikh
€20 EUR in 2 days
5.1
5.1

Hello, I am a Professional bookkeeper with 18+ years of experience and worked with clients across the globe to handle their books. I am MBA finance from National College of Business Administration & economics (NCBA&E) and have local & international exposure in the field of bookkeeping & accounts. With advanced knowledge of QuickBooks, Xero, Wave & Zoho books, I have added advantage of working on multi bookkeeping softwares which gives me insights about their strengths & weaknesses. I can handle books of accounts, be it on QBO or QB desktop, Wave or Zoho / Xero. We can schedule a call and discuss the requirements in detail. Kindly contact and share your bank statements, access to your bookkeeping software and other pertinent details. Thanks! Naveed
€85 EUR in 7 days
4.7
4.7

To potential clients entrusting this project to me, you can rest assured that my expertise goes beyond the artistic elements. My skills in graphic design extend to data visualization, and I can create visually striking and user-friendly bookkeeping templates with Excel, Google Sheets, or even other platforms. With my understanding of your requirements and experience in retail industry financials, I will incorporate features for tracking income, including product sales, and expenses such as inventory costs, utilities, staff salaries, packaging, advertising and operational costs into your template. "Let's connect to untangle the threads of our project timeline and cost – together, we'll weave a masterpiece!" https://www.freelancer.com/u/nicksonj4 Best regards Nickson N
€30 EUR in 1 day
4.3
4.3

As a creative and skilled graphic designer, my extensive experience in crafting visually appealing designs aligned with meticulous attention to detail will undoubtedly prove valuable in creating your retail business bookkeeping template. Though my profile might not emphasize it, graphic design and bookkeeping share integral aspects. Accordingly, I've developed a comprehensive understanding of several financial processes, including tracking income and expenses and calculating tax amounts, which will enable me to enact your requirements excellently. Moreover, my expert proficiency in Excel and Google Sheets speaks for itself - a skill indispensable in supplying automated calculations for totals and automated updating of monthly summaries. By incorporating varied product categories for customized income tracking and using visual dashboards, your financial data will be easily comprehensible, empowering you to make informed business decisions. Let's hop on a chat to discuss project deadline, budget and further details. https://www.freelancer.com/u/sadian4 Thanks and Regards, Sadia N.
€30 EUR in 1 day
4.5
4.5

I can create a custom Excel or Google Sheets bookkeeping template tailored to your retail business. It will track income from product sales, expenses like inventory costs, utilities, salaries, packaging, advertising, and operational costs, and include automated calculations for totals and sales tax. I’ll also integrate charts for a visual financial overview and a monthly income and expense summary. Quick question—do you have any specific product categories or tax rates you'd like included in the template? Syed
€30 EUR in 1 day
4.2
4.2

With more than 8 years of practical experience in data analysis and diligent utilization of Excel and other relevant tools, I am confident that I possess the right skill set to take up and excel in your project. My primary strength, however, is in turning complex raw data into simple, insightful visual representations. I understand how vital comprehensible financial records are to any business, especially for sole proprietors with a tight grip on the budget. Relating this understanding to your project, I plan to include visual dashboards that give a clear, at-a-glance overview of your retail business's financial health. Automated calculations for total income and expenses, as well as timely tax calculations are a must-have that befit an efficient bookkeeping template - and it'll be done! Indeed, my experience extends beyond data analysis; it goes as far as design. As a skilled graphic designer, I can create varied product categories for customized income tracking which will enhance how you analyze and draw insights from your retail business sales data trends. Perfection is another trait synonymous with my work as each project has been completed to meet or even exceed the client's expectations. Verily, I assure you that you're going to relish the solution I'd bring through this assignment.
€8 EUR in 1 day
4.3
4.3

Hello, I am Umer Farooq, an experienced financial advisor with expertise in Excel and Google Sheets. I can create a customized bookkeeping template tailored to your retail business, including automated income and expense tracking, sales tax calculations, and visually appealing dashboards for monthly summaries. Could you confirm the number of product categories and if you have any specific preferences for chart styles or summary formats? Additionally, are there unique expense categories or tax rules to incorporate? I look forward to collaborating with you to deliver a professional and user-friendly solution. Best regards, Umer Farooq
€19 EUR in 7 days
4.1
4.1

⭐ Verified UAE Agency ⭐Get a DRAFT within 3 hours⭐ Unlimited revision Hello Abdel! I've reviewed your project and understand you need a skilled designer for "Retail Business Bookkeeping Template Creation -- 2" as per your requirements. I'll make original designs and changes just how you want them. I'm great at making creative and pro designs that match your style. With 15 years of experience in top agencies in Dubai, I've crafted over 11,000 designs, each with personal pride. Let's work together to bring your brand's story to life in the most impactful way possible. ⭐ Unlimited Revisions ⭐ Initial Draft in 3 Hours ⭐ Money Back Guarantee ⭐ 100% high-quality AI, PSD, PDF, JPEG, and PNG files Let's chat further. Check out my work at https://www.freelancer.com/u/centaurusagency. Looking forward to your response. Best Regards,
€30 EUR in 2 days
3.9
3.9

Hello Abdel A., We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on Graphic Design, Accounting, Excel, Finance, Bookkeeping Kindly check my profile: https://www.freelancer.com/u/Foowad Regards Wafa Wadi
€30 EUR in 4 days
3.7
3.7

Hello, I am a highly dedicated, young, honest, and experienced bookkeeper having ample experience working with small businesses. The description of your requirements seems quite similar to my passions and expertise and am seeking to have a long-term relationship with your organization. I do bookkeeping differently using AI and would give you fixed price fees for working on bookkeeping at very cost-effective rates as we use AI technology in completing your books of accounts. Please see herewith the Proposal for Bookkeeping with AI which I have prepared. I have attached herewith a proposal which I have made. I am also attaching a proposal presentation for bookkeeping with AI Tool. Feel free to reply to me on message for any questions you have. Regards Rushabh Shah
€11 EUR in 7 days
3.5
3.5

Hi there I am an experienced freelancer with expertise in creating user-friendly and visually appealing bookkeeping templates tailored for retail businesses. I will develop a comprehensive template in both Excel and Google Sheets to track income (by product category) and expenses (inventory, utilities, salaries, etc.), calculate sales tax, and provide monthly summaries. Key features will include: Automated calculations for totals and tax amounts. Clear visual dashboards with charts/graphs for financial insights. Customizable sections for income and expense tracking. With my proficiency in financial analysis and template creation, I can deliver an intuitive, efficient solution to meet your needs. Let’s streamline your retail financial management!
€8 EUR in 7 days
3.2
3.2

With both Excel and Google Sheets under my belt, I am perfectly suited to creating your ideal bookkeeping template for your retail business. My work is driven by quality and efficiency, ensuring a user-friendly template that gets the job done without any hassle. In addition to meeting all your specified requirements, I propose incorporating a visual dashboard to provide a more comprehensive overview of your financial data. As an adept data analyst, I understand the nuances of managing retail business finances and can include smart provisions for tracking income from varied product categories. Moreover, I've accumulated a decade of experience crafting success stories for clients worldwide. This vast range of experience empowers me with important insights into what works best in different situations and industries. Your project will be treated with the utmost care and attention to detail. Expect automated calculations for totals and tax amounts, an encompassing section for different expense types, and a monthly summary providing you with a quick snapshot of your retail business' financial health. Let's collaborate to transform your raw data into valuable insights that drive better business decisions.
€8 EUR in 1 day
3.7
3.7

Hi I can help you create a simple effective bookkeeping template for your retail business and can start right away I am an expert in Excel and Google Sheets You can check my reviews for assurance that your project will be done accurately and on time Hope you will consider my application Looking forward to working with you
€10 EUR in 1 day
2.9
2.9

Hello Abdel A. I would be glad to assist you with Graphic Design . With over five years of experience in this field, I am confident in my ability to deliver valuable insights and support. My expertise will ensure your skills align perfectly with the job requirements. You can review my portfolio here: https://www.freelancer.com/u/ZaraNoor21 Let's have a quick chat or a short call to discuss the project details. Looking forward to work with you soon. Regards Zara Noor
€8 EUR in 7 days
2.5
2.5

I am Faisal, and I specialize in providing end-to-end accounting solutions for businesses - just like yours. Having worked for more than a decade, I have the expertise to tailor bookkeeping templates to meet bespoke needs – a skill that is crucial for your retail business's unique requirements. Being proficient in Excel and Google Sheets, I can automate calculations to help you track inventory costs, utilities, staff salaries, packaging, advertising and operational costs effortlessly. In addition to extracting valuable information from raw data, I'm adept at creating visual dashboards and generating informative charts. This will come in handy as it will provide you with an instant overview of the financial health of your retail business. To aid prompt decision making and maintain tax compliance, my templates include sections to calculate and track sales tax on product sales. My strong background in Financial Analysis & Reporting perfectly equips me to present clear insightful financial reports. Therefore, besides offering a monthly summary of income and expenses, I can also generate custom reports based on specific queries that may arise in the course of running your business. With my QuickBooks certification complementing my existing skills, be assured of accurate services delivered right on time.
€19 EUR in 7 days
2.4
2.4

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