My company runs each of it’s “segments” via Quickbooks online. I need a way to consolidate, compress and simplify the data into a better organized format to present to my superiors.
I would like an Income statement overview + 1 key “supporting schedule” (I have tried to create an example)
Ideally if each line on a primary “top sheet” was supported by a pivot table which contained the “realms of mindless data” I would be satisfied.
For instance at the top level I need a simplified income statement.
At the 2nd level I need a key schedule of cost overview by segment; additionally it must show my unit cost (per oz)
I need to be able to plug in the data from various QuickBooks generated excel statements to make this work. I have no issue with having to sub organize if need be. My 2 business segments run separate sets of books that need to be combined.
I have my “Direct costs” (anything “cogs” relating to my mining operation)
I have my indirect or overhead costs (essentially all other costs Part 1 from mining part 2 from my admin office both of whom have separate books that need combining)
I am including a sample of “what I want” + a few examples of the kind of data I have available to me.
I can designate which expense category the items belong to, but have tried to code them COGS or Admin to assist. I figure if a separate worksheet is used for each “category” it will be easy for me to simply plug in data later on.
Best of luck
21 freelancers are bidding on average $121 for this job
Hi, I have strong experience in accounting/finance. I have good knowledge of cost accounting. If given chance to work with you, I will deliver the project within the time you specify. Joji
Hi, I am interested in doing your work. I am an MBA in Finance and have 3.5yrs of Industry experience in Financial Planning & Analysis, Forecasting, MIS reporting etc.