QuickBooks Setup & Reconciliation in Just 4 Days

QuickBooks Setup & Reconciliation in Just 4 DaysQuickBooks Setup & Reconciliation in Just 4 Days

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Umer Farooq

• May 30

Complete QuickBooks Online system live within 4 working days

Bank reconciled to £0 difference on the very first attempt

P&L, Balance Sheet and VAT

Bookkeeping Data Analysis Microsoft Excel

Matt Colivas

pro

• Jun 8

Your Contra bank details are now on invoices 🚀 - Get paid via direct bank transfer - Automatic invoice reconciliation - Zero fees to receive payments - Client sign up not required Have questions? Drop them in the comments

MD Rafee Alam

• Jun 9

The zero-fees and no client sign-up required aspects are the real wins here. Reducing friction in the payment flow is something a lot of freelancers overlook until it becomes a problem. Great feature.

Lotte Frieda

• Jun 8

The client was an outreach-driven professional , either in sales, recruitment, or B2B consulting ... who had built up a substantial LinkedIn network over time but had no organized way to leverage it. Their connections existed only inside LinkedIn's ecosystem, making it impossible to run targeted email campaigns, segment contacts by industry or seniority, or feed prospects into a CRM or outreach tool. Every time they needed to reach out to a specific type of contact ... say, Managing Directors at accounting firms ... they had to manually scroll through their connections one by one. There was no master list, no exportable data, and no way to filter by job title, company, or sector. They were sitting on a goldmine of warm contacts with no infrastructure to mine it.

I extracted, cleaned, and organized the client's full LinkedIn connections data into a structured Google Sheets database with seven clearly labeled columns ... First Name, Surname, Job Title, Company, Email, Phone Number, and a direct LinkedIn Profile Link. Every row was verified and formatted consistently so the data was immediately usable for outreach, CRM import, or campaign segmentation. The spreadsheet covered a diverse range of decision-makers including Managing Directors, Chief Marketing Officers, Head of Sectors, Vice Presidents, Associate Directors, and Business Accountants ... spanning industries from accountancy and consulting to brand management and financial services. Each contact's LinkedIn profile link was embedded directly in the sheet for one-click access, making it easy to personalize outreach before sending. The final deliverable was a clean, filterable, ready-to-use lead database the client could plug straight into any email tool, CRM, or outreach sequence.

The delivered spreadsheet gave the client instant access to a fully organized, actionable contact database that had previously been locked inside LinkedIn's interface. What once required hours of manual searching and copy-pasting was now a single, filterable file the client could sort by job title, company, or industry in seconds. The structured format meant the data could be imported directly into tools like GoHighLevel, HubSpot, Apollo, or Instantly without any reformatting. The client was able to immediately launch targeted email and LinkedIn outreach campaigns to specific segments ... for example, filtering only Managing Directors in the accounting sector for a specific service pitch. By turning a passive network into an active, organized lead database, the client gained a concrete outreach asset that could generate pipeline on demand ... making every future campaign faster, more targeted, and significantly more effective.

Data Entry Microsoft Excel

Geethasree Naguboina

pro

• Jun 9

This is such a clean breakdown of a real client problem — the "goldmine with no infrastructure" framing is exactly right. So many professionals have hundreds of warm connections they've never been able to act on systematically.

I do similar work — extracting, cleaning and...

Timilehin .O

• Jun 8

Fraud doesn’t always look suspicious, until you analyse the patterns. I recently worked on a Vehicle Insurance Claim Fraud Analysis case study where the goal was simple: 👉 identify hidden risk signals and process gaps that allow fraudulent claims to slip through. 🔍 The problem Insurance teams deal with thousands of claims, but: • Fraud is often buried inside normal-looking transactions • Manual checks miss systemic weaknesses, not just bad actors • High-risk signals are rarely quantified clearly So I approached this as a real-world fraud analyst, not just a dashboard exercise. 🛠️ What I did (end-to-end) Using Excel analysis, I: • Cleaned and structured claim-level data • Defined fraud-focused KPIs, not vanity metrics • Built an interactive dashboard with slicers to simulate decision-making 📊 Core KPIs tracked • Fraud Rate (%) • Total Fraud Cases • Average Driver Risk Rating (Fraud) • Police Report Gap (%) - fraud claims filed without police reports 🚨 Key insights discovered • Fraud concentration varied strongly by vehicle price band, not just volume • Certain vehicle categories consistently showed higher fraud exposure • An alarming 97%+ of fraudulent claims lacked police reports, highlighting a major verification gap • Driver risk ratings provided early signals that could support preventive controls These insights aren’t theoretical, they point directly to where insurers are leaking money. 💡 Business impact (how this helps) This type of analysis helps organisations: • Flag high-risk claims earlier • Strengthen fraud prevention rules • Improve compliance and documentation checks • Reduce payout losses without increasing manual workload 🧠 Tools & skills applied Excel (Advanced Pivot Analysis) Fraud & Risk Analytics Dashboard Storytelling Business Intelligence Thinking I’m building and sharing real fraud analytics case studies as I continue to grow in this space, focusing on credit card, insurance, and transaction fraud. If you’re a: • Fraud / Risk Manager • Insurance or FinTech team • Founder needing data-driven fraud insights I’m open to conversations and collaboration. #FraudAnalytics #FraudDetection #RiskAnalytics #BusinessIntelligence #ExcelDashboard #DataAnalytics #BuildInPublic

Data Analysis Data Modeling Data Visualization Microsoft Excel