I am selling a template into which pastel exports of your monthly balance sheet and income statement reports can be pasted in order to generate your Year to Date Financial Management Accounts.
The template will be tailored for your specific business and ledger accounts and the actuals from your previous financial year will be imported for Current vs Prior year comparison.
For a start I will need
1. Client company financial year start and end dates
2. Balance Sheet and Income Statement Pastel reports for the each month from the beginning of the financial year (exported into excel).
Esitmated cost is $719.42 & delivery in 14 days
Experienced Project/ business financial analyst and planner with a demonstrated history of working in the civil engineering industry. Skilled in Microsoft Excel, Management, Data Analysis, Project Management, and Microsoft Office. Certified Project Management Professional (PMP)
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Yes. The client will receive training on how to adapt the template for future years
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