Service 1: Monthly Bookkeeping & Bank Reconciliation (QuickBooks/Xero)
I provide accurate, reliable monthly bookkeeping for small businesses and startups, so you always know exactly where your business stands financially — without the stress of managing it yourself.
What's included:
- Recording and categorizing all business transactions in QuickBooks Online or Xero
- Monthly bank and credit card reconciliations
- Accounts payable and receivable tracking
- Clean, organized chart of accounts
- Monthly summary reports (P&L, balance sheet)
- Cleanup of backlogged or messy books if you're behind
I'm a Chartered Accountant (ICAP, Pakistan) with hands-on experience managing full-cycle finance operations for a corporate energy company — including reconciliations, financial reporting, and audit coordination. I bring the same discipline and accuracy to small business bookkeeping.
Whether you need ongoing monthly support or a one-time cleanup of disorganized books, I'll make sure your numbers are accurate and audit-ready. Let's discuss your specific setup and I'll tailor a plan that fits.
Service 2: Financial Modeling & Forecasting for Startups & Small Businesses
I build clear, decision-ready financial models that help founders and business owners plan ahead — for fundraising, budgeting, or simply understanding where the business is headed.
What's included:
- 3-statement financial models (Income Statement, Balance Sheet, Cash Flow)
- Revenue and expense forecasting based on your business drivers
- Startup/business feasibility models with break-even and scenario analysis
- Budget vs. actual tracking templates
- Investor-ready financial projections
As a Chartered Accountant with additional certification in data analytics and fintech, I combine solid accounting fundamentals with modern Excel modeling techniques — so your model isn't just a spreadsheet, but a usable tool you can update and rely on month after month.
Send me a brief on your business (industry, stage, and what decisions the model needs to support), and I'll scope exactly what you need — no generic templates, built around your actual numbers.
Service 3: Financial Dashboard & Reporting Automation (Excel/Power BI)
I turn scattered financial data into clear, visual dashboards — so you can see your business performance at a glance instead of digging through spreadsheets every month.
What's included:
- Interactive Power BI dashboards (revenue, expenses, cash flow, KPIs)
- Advanced Excel dashboards with dynamic charts and summaries
- Automated monthly reporting templates (reduce manual work each month)
- Process automation using Power Automate to cut down repetitive reporting tasks
- Custom KPI tracking based on what matters most to your business
I hold a certification in Data Analytics & Fintech from ICAP, covering advanced Excel, Power BI, and automation tools — paired with real accounting experience, so the dashboards I build are grounded in correct financial logic, not just visual polish.