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Prepared a comprehensive Statement of Profit or Loss and Other Comprehensive Income by organizing and analyzing the client's financial data in accordance with applicable financial reporting standards. The report presents revenue, operating expenses, profitability, taxation, and comprehensive income in a clear and structured format, enabling management and stakeholders to assess the company's financial performance and make informed business decisions.
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Excel Data Entry & Financial Records
I provide accurate and organized Excel data entry and financial record management services.
✅ Excel data entry
✅ Financial records
✅ Data organization
✅ Expense & income tracking
✅ Basic reporting
If you need clean and organized financial data, feel free to contact me.
Excel PivotTable — Sales Summary
Client had raw sales data (14 rows across UK/USA, split by quarter) and needed it turned into something actually usable. I cleaned it up and built a PivotTable that breaks total sales down by rep and country, with grand totals for both.
What I did:
Structured the raw data into a proper table (consistent headers, currency formatting)
Built a PivotTable summarizing Sum of Sales by Last Name and Country
Used SUMIFS so the totals update automatically if the source data changes — nothing hardcoded
Checked every formula for errors before delivery
Delivered as a working .xlsx file, ready to plug into a bigger report or dashboard.
If you've got messy sales/ops data sitting in a spreadsheet and need it turned into something you can actually read at a glance, this is exactly the kind of thing I can help with.
Investor research is not the same as an investor database.
A founder can have 1,000 investor names and still struggle to know who is actually relevant.
That’s where targeted research makes the difference.
Instead of simply collecting investor names, I research:
• Sector & investment focus
• Funding stage
• Typical ticket size
• Geography
• Relevant portfolio companies
• Recent investment activity
• Decision-makers
• Verified business contacts
The result is a research-backed investor list built around the company’s actual fundraising criteria.
I also offer a small sample first, so the quality and relevance can be reviewed before starting a larger project.
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