One P&L Statement for a Bank Loan
Budget / Salary$30–250
TypeFreelance project
LocationRemote
Posted1 hour ago
I have complete tax returns and supporting schedules for the last three fiscal years and now need them converted into a clean, professional profit and loss statement in Excel. Each year should sit on its own sheet with properly grouped revenue, operating expenses, other income/expenses, and a clear net-profit line. Each year's Tax return is a one page Profit and Loss document. I need an average of the 3 years with an Optimistic future outlook
Please use formulas throughout so I can update figures later if required, and add a fourth summary sheet that compares the three years side-by-side with key ratios or percentage changes. Consistency with common accounting standards is important, but feel free to suggest layout improvements that improve readability.
Deliverables:
• One Excel workbook containing one individual annual P&L sheet that is a combination/average of the three P&L (2023,2024 and 2025) I will provide to you with an Optimistic outlook for the future of the business
• A comparative summary sheet with year-over-year insights
• Brief notes explaining any assumptions or classifications used
All source figures are ready to send as soon as you’re on board, so the focus can remain on accurate data entry, logical categorisation, and a polished final file.
Please use formulas throughout so I can update figures later if required, and add a fourth summary sheet that compares the three years side-by-side with key ratios or percentage changes. Consistency with common accounting standards is important, but feel free to suggest layout improvements that improve readability.
Deliverables:
• One Excel workbook containing one individual annual P&L sheet that is a combination/average of the three P&L (2023,2024 and 2025) I will provide to you with an Optimistic outlook for the future of the business
• A comparative summary sheet with year-over-year insights
• Brief notes explaining any assumptions or classifications used
All source figures are ready to send as soon as you’re on board, so the focus can remain on accurate data entry, logical categorisation, and a polished final file.
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