We are an accountancy firm looking for an experienced freelancer to create a professional, branded management accounts pack in Excel. This will be a one-off project and the pack must work for multiple clients across different industries.
What We Need
An Excel pack that allows us to paste in data (TB, P&L, balance sheet) from any software (Xero, QuickBooks, FreeAgent, Sage). All reports and charts should update automatically.
Required Features • P&L and Balance Sheet (monthly and quarterly views) • Quarterly variance analysis • Core KPIs (e.g., margins, debtor/creditor days, cash runway) • Charts and visual dashboards • Commentary boxes for us to add narrative for clients • Clear input section separate from the report pages • Branded using our logo and colours
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