Accounting servicesPay for results
Prepare annual and monthly P&L reports from existing accounting data
Project brief
Looking for someone with financial-reporting experience to turn existing P&L data into a readable spreadsheet.
1. Annual report: one 12-month period, showing income, expenses by category and net profit or loss. 2. Monthly report: the same period, with income, categorized expenses and net result for each month so spending can be compared.
Keep the supplied accounting data unchanged. Separate the annual summary and monthly breakdown in Excel or Google Sheets. The authorized dataset and reporting period will be agreed before work starts.
Deliverables & acceptance
What you'll deliver
- One spreadsheet with separate annual and 12-month P&L reports
What the result must meet
- Annual figures reconcile to the 12 monthly reports; categorized expenses and income trace to the unchanged supplied data
- Reports open correctly and show net profit/loss for the year and each month