Prepare 2023-2025 P&L Report

@pongkaj13

Hello, Greetings! With more than 7 years of corporate accounting and management experience, I bring a wealth of expertise to the table. What sets me apart is my proficiency in working with different accounting software, including QuickBooks, making it easier for me to brush up on your existing financial records without any hassle. My intimate familiarity with preparing P&L statements comes from regularly dealing with HMRC, Companies House UK, and US (Federal/State) corporate tax filings. Your task aligns perfectly with my core competencies, such as meticulous bank & credit card reconciliations and seamless data migration. This means that not only can I reconcile all your transactions for the prescribed period within your highly confidential QuickBooks environment—I can also provide ancillary actionable insights by summarizing key movements that could help you make strategic financial decisions. In a nutshell, you need someone who is detail-oriented, can deliver in a timely manner without rushing your project, yet at a competitive price. I have a strong track record of efficiently processing large volumes of regular invoices while providing quality results—a trait that would be crucial in generating an accurate, professional P&L statement for you. In choosing me, you aren't just getting an expert in financial analysis with quick access to your given source materials. Thanks

@AccountantArman

"""""""""""""""""""""""ACCOUNTING/FINANCE/BOOKKEEPING/QUICKBOOKS EXPERT"""""""""""""""""""""""""""""" Sir, I will extract and reconcile all QuickBooks transactions for Jan 2023–YTD 2025, categorize income/expenses correctly, and deliver an IRS-ready P&L (PDF), a QuickBooks backup, an Excel export, and a short summary of key movements. Experienced with QuickBooks and secure bookkeeping—ready to start as soon as you provide access and source statements; confidentiality guaranteed. ACCOUNTING is my specialty and I am ACCOUNTING, FINANCE, BOOKKEEPING, QUICKBOOKS, FINANCIAL STATEMENTS, FINANCIAL PROJECTIONS and EXCEL Advanced Level Expert. This is my field and I can complete this project with added quality. About me I am a Certified Business Accountant with more than 10 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 4 years as freelancer. I can handle this task very efficiently and you can expect 100% accuracy from me. I am Microsoft Excel, Power BI, 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 2 years and I have 400+ 5 stars reviews here. please be my client and get any type of accountancy, Excel, QuickBooks, and auditing-related work with quality, efficiency, and at reduced rates. Regards Arman Kakar "

@lilliiand

Hello, As an experienced QuickBooks specialist with a strong background in small business accounting and tax preparation support, I understand the importance of producing clean, verifiable numbers that withstand scrutiny. I will work directly within your QuickBooks file to ensure your transaction history remains intact, carefully cross-verifying each entry from 2023 through 2025 against your bank statements, receipts, and invoices. Every income and expense item will be categorized correctly, reconciled, and reviewed for consistency so that your Profit & Loss statement is both compliant and insightful. Once the books are balanced, I’ll generate a finalized P&L report in PDF along with a complete QuickBooks backup and an Excel export for your personal review. I’ll also include a concise summary highlighting significant cost movements or revenue trends to help you understand the story behind the numbers. You can expect thorough accuracy, confidentiality, and clear communication throughout. Let’s discuss access details and your preferred turnaround so I can begin organizing and reconciling your data efficiently and deliver a polished, IRS-ready report you can rely on with full confidence. Best regards, Lilly

@Zakwan555

Hi, I am an experienced certified Cost And Management Accountant (ACMA) and Financial Analyst and Certified Public Accountant (CPA) having more than 7+ years' experience in finance. I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing Financial Modelling, Business Analysis, Business Plan, Financial Analysis, Financial Forecasting, Excel, Advance Excel, Visual Basics, Payroll, Data Processing, Data Entry, Finance, Accounting, Financial Research services and serve my more than 3+ years with top rated Audit firm (KPMG) during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advance Excel, Quick Book, Intuit Quick Book ,XERO, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Best Regards. Zakwan

@aqsaishrat

Heyyy, Creating a precise, IRS-ready Profit & Loss statement directly in QuickBooks while ensuring all entries are verified and reconciled is where my accounting expertise shines. With 8 years of hands-on bookkeeping and QuickBooks experience, your P&L will be accurate, professional, and ready for tax submission. Here’s what I’ll deliver: 1. Complete P&L for Jan 2023 through current month 2025, reconciled and categorized correctly. 2. QuickBooks backup plus Excel export for your internal analysis. 3. Concise summary highlighting key revenue and expense movements. 4. Fully verified transactions ensuring totals tie out to bank statements. Ready to organize your books and deliver an accurate, actionable P&L. For further discussion, the budget will be discussed in chat to align with your project scope and expectations. Thanks Aqsa I.

@zainrashid88

A resourceful accounting and finance professional with extensive experience in developing systems to effectively prepare financial reporting, budgeting, and strategic planning in order to optimize company value and maximize cash flow. Dynamic, articulate, and disciplined accounting & finance professional having experience and expertise in recording transactions in accounting system, financial analysis, financial reporting, budgeting, and forecasting, financial operations management, and ERP Management i.e., Oracle Financials, Oracle NetSuite, QuickBooks Online, and Xero and Appfolio (property management software) etc. Skillfully prepare monthly and annual budgets for the inter- cross department. Adeptly monitor multiple projects, conduct financial reporting, and maintain investor relations with a pragmatic approach, implement teams’ SOP and departmental best practices on internal and external financial fraud control and prevention. Well-versed in balancing financial datasheets, investigate all discrepancies and manage daily credit operational tasks. A result-oriented and task-focused individual with solid organizational skills to accomplish multiple tasks simultaneously within deadlines, an expert in tracking and recording cash flows. Resolve auditing issues and develop relationships and rapports with stakeholders, clients and accountants’ staff.

@simplifitax

With almost a decade of experience as a Chartered Accountant, I have the expertise and meticulousness required to precisely prepare an IRS-ready Profit and Loss statement for your service-based business. My skills span beyond financial modeling; I also offer financial consulting, tax planning, budgeting, and auditing services. This breadth of knowledge assures you not just a P&L but also comprehensive trend analysis - something that can help you make better strategic financial decisions. Your detailed project description mentions utilizing QuickBooks to preserve your file's history without any damage. As a QuickBooks pro, this is something I can execute seamlessly. With me, you'll have no concerns regarding short-term access to your statements, invoices, receipts and existing QuickBooks file necessary for reconciling the books with the bank statements.

@GdevDataSceince

Hi there, I am a Data Scientist, a professional responsible for providing comprehensive finance and accounting services tailored to meet your organization's operational and strategic needs. My approach combines industry best practices with a deep understanding of financial regulations and performance management to deliver accurate, timely, and transparent financial reporting. I offer end-to-end solutions, including accounts payable and receivable management, general ledger maintenance, budgeting and forecasting, payroll processing, tax compliance, and financial analysis. Leveraging a skilled team and modern financial tools, my aim to improve efficiency, ensure compliance, and support data-driven decision-making, all while reducing operational costs and risks. Also entrusting your sales data with someone who values precision and confidentiality. Let's begin working together on this valuable project to deliver lasting results that will positively impact your business. Thanks Gdev

@jepita200

Hi there, I have an M.B.A in Business and Finance, and more than 10 years of experience as a business consultant, I have helped clients take off their businesses and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. While working on this, I will ensure to provide extensively researched content, which will specifically include an Executive Summary, a Business Overview, an effective Operations Plan, Market analysis and Cost Analysis, Product and Services description, Sales and Marketing strategies, a Competitive Analysis, Management Team, Financial Plan and estimated Projections. My top priority will be helping you with a high-quality write-up for this business plan. As a professional business strategist, carrying a decade of experience in the writing industry, I will be crafting a perfect plan for you that helps you focus on both short-term and long-term goals, making sure your ideas succeed. I have had the pleasure of working on several similar projects with multiple clients over different freelancing platforms; I can deliver quality work to tight deadlines. You can see an example of one of those projects in my portfolio. Feel free to engage me by sending a single text. Regards,

@muhammadh0558

Hi, I can help you prepare a precise, IRS-ready Profit & Loss statement for 2023–2025 directly in QuickBooks. I’m a CPA with 5 years of experience in bookkeeping, reconciliation, and financial reporting, as well as a QuickBooks Online ProAdvisor. I’ll review and reconcile all transactions against your bank statements, ensure proper categorization, and deliver a clean, accurate P&L (PDF + Excel export) along with a brief summary of key insights. You’ll also receive a QuickBooks backup for your records. Ready to get started once you share QuickBooks access and supporting statements. Best, Humayun Khan

@KestanWriters

I understand producing a precise, IRS-ready Profit & Loss statement for multiple years can be a daunting task, but as an accountant with a strong financial modeling background coupled with a deep understanding of QuickBooks, I am the perfect fit for the project. Over the years, I have managed complex financial projects just like yours along with emphasizing accuracy and confidentiality - both of which are paramount in this project. I know your business model is service-oriented with credit/debit card sales and direct bank transfers as primary revenue streams. With my proficiency in handling similar sources including bank statements, invoices, receipts and QuickBooks files, I can tell you that your records would be handled with utmost professionalism and attention to detail. Furthermore, I am well-versed in generating comprehensive P&L reports that not only satisfy tax compliance measures but also grant you valuable insights for internal trend analyses. My competency in translating key financial movements into concise summaries would be an exceptional addition - ensuring vital aspects such as major cost changes and revenue spikes don't go unnoticed. All in all, choosing me will guarantee a swift turnaround yielding accurate results without compromising the integrity of your QuickBooks history.

@mdaltas5

November 11,  2025 Hi I’m an IRS-registered tax preparer with an active PTIN and hold an MBA degree and possess strong professional expertise in my field. Over 2 years of experience in preparing U.S. individual and business tax returns. I take pride in ensuring every federal and state return is completed with precision, filed promptly and delivered in a clean PDF format. In addition, I’m a Certified QuickBooks Advanced ProAdvisor & Xero Advisor with 8+ years of accounting experience certified by the Government of Bangladesh. I’m proficient with ProConnect, Drake, TurboTax and TaxSlayer ensuring clients receive accurate, efficient and compliant results. Let me simplify your taxes with accuracy and care. Best regards Md. Altas Uddin

@sheza381a

Has the complexity of tax season ever made you want to run for the hills? Trust me, I've been there too. But here's what I can do for you- I'll dig deep into the workings of your QuickBooks file, meticulously analyzing every bank statement, invoice, receipt and existing entry to create an IRS-ready Profit & Loss statement that doesn't just meet industry standards, but also reflects your unique service-based business model with a focus on credit/debit card sales and direct bank transfers. And of course, your confidentiality is my topmost priority. In addition to this, my knack for Excel and financial analysis allows me to provide you with smart insights into your business's movements and trends. Any major cost changes or revenue spikes that you need me to be vigilant about? Consider it done! When it comes to your time and the integrity of your business's financial records, I understand there can be no compromise. Over the past five years, I've not only honed my skills in bookkeeping and accounting software like QuickBooks Online but I've developed efficient methodologies to provide quality output even against tight timelines- ensuring accuracy doesn't take a backseat. So why not make this tax season a breeze? Choose me as your trusted partner in this process!

@muhammadj121

Hi there! I’ll prepare a fully reconciled, IRS-ready Profit & Loss statement from Jan 2023 through 2025 directly in QuickBooks, verifying every transaction for accuracy. Deliverables include a PDF report, QuickBooks backup, and an executive summary of key financial movements. With 6+ years of experience in Excel, I deliver accurate, efficient, and well-structured data solutions—on time and within budget. I specialize in: Advanced Excel dashboards, formulas, and pivot tables Data cleaning, analysis, and visualization VBA/Macro automation to save time Google Sheets automation via Apps Script You’ll receive: Fully editable, documented files Clean, easy-to-use dashboards Fast communication and unlimited revisions View my profile and work: freelancer.com/u/muhammadj121 Looking forward to helping streamline your data processes! – Junaid

@laibatahir396

Hi there I've read your job description about a precise, IRS ready Profit & Loss statement that covers January 2023 through the current month of 2025. Also, I've full command on MS office (word, excel, PowerPoint) and can complete this job in less than 1-2 days. Please OPEN THE CHAT BOX to discuss more with you Thankyou Best regards Laiba

@arshadn381a

As an experienced Chartered Accountant,A*s a CA with over ten years oversight in financial reporting, audits, and rigorous adherence to rules such as GAAP and IFRS, I offer an acute eye for details essential in delivering high-quality results like the precise IRS-ready P&L report you need*. With my multi-sector background encompassing finance analysis, taxation, I am confident about using QuickBooks extensively, while maintaining your essential file history. Additionally, if desired,I can provide you with Excel exports for your own personal analysis. Your project covers two crucial aspects of my professional expertise-data processing and financial interpretation . My expertise spans over financial & professional data analysis leveraging tools like QuickBooks and Excel to generate strategic insights. Furthermore, I can provide valuable added support by analyzing key trends in your company's income/expense data, locating unanticipated expenses or inflow elements. On top of my proficiencies and experience , I understand the delicate ness importtance of maintaining confidentiality. Therefore, I assure total compliance to maintain the utmost discretion throughout this project.I a*m committed kamu,to delivering high-quality outcomeous and building enduring client-relationships,youiyour confidence is well-placed

@neelamzia7

As a highly experienced and Certified QuickBooks & Xero ProAdvisor, I am already acquainted with the nuances of working within QuickBooks, so your project will be in capable hands. Having worked on numerous similar assignments in the past, I can guarantee you a precise and thorough job. My skills in using these platforms for tasks such as bank reconciliations, financial reporting, and bookkeeping will ensure that all your transactions from 2023 through to 2025 are accurately classified and tallied. What sets my services apart is not only my expertise in these tasks but also my commitment to maintaining confidentiality and upholding your trust. As a Senior Accounts Executive who has worked with businesses worldwide, I understand the utmost importance of this aspect for you and your operation. I pledge to handle your data with utmost security. Furthermore, my ability to provide you detailed summary analysis along with the Profit & Loss statements will be an added value: you can expect key movements and important trends to be highlighted coherently. With my solid knowledge of tax preparation and IRS requirements, your report will be audit-ready and exactly what your tax preparer needs. So let’s solidify the numbers without delay!

@shabih381a

With my extensive knowledge of QuickBooks Online and other accounting software, I'm the perfect fit to execute your p&l report with utmost accuracy. Having worked with numerous businesses over the past five years, I understand that every business is unique and requires a tailored approach. Thus, underneath my tech-savviness lies a collaborative attitude that will allow me to accurately sort and categorize your transactions based on your specific revenue streams and needs. Additionally, as someone who takes data accuracy and privacy seriously, I assure you that entrusting me with your financial records won't be a decision you'd regret. My remarkable attention to detail will ensure that no stone is left unturned in cross-referencing entries against your bank statements, invoices, receipts, and the existing QuickBooks file. Moreover, I believe a data dump of numbers would be inadequate for any business owner or tax preparer. Therefore, along with generating an IRS-ready P&L statement, I'll provide you with a concise summary of any notable transactions or significant trends for your analysis. This comprehensive service coupled with my knack for efficiency makes this a partnership that promises both quality and speed in delivering your project. Let's simplify your financial journey together!

@tusharbhatt54321

Hello, and thank you for the detailed project scope. I can handle the full bookkeeping cleanup and P&L preparation directly inside your QuickBooks account while ensuring accuracy, confidentiality, and clear audit trails. I have extensive experience working with service-based businesses and multi-year reconciliations. Scope I will cover: Pull and review all transactions from Jan 2023 through current month Verify entries against bank/card statements, invoices, and receipts Categorize income and expenses into proper IRS-compliant chart of accounts Reconcile all bank and credit card accounts Ensure balances tie out and no discrepancies remain Prepare a clean, IRS-ready Profit & Loss and supporting schedules Provide QuickBooks backup and Excel export for your internal analysis Include a concise summary of key trends and unusual variances I prioritize accuracy, transparency, and timely completion. Turnaround typically ranges from 5–10 business days depending on transaction volume. I can begin with a quick review of your file structure and account list to confirm the final timeline. Looking forward to working with you — please feel free to share the estimated monthly transaction count so I can confirm the fixed project cost.