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Preparation of Income Statement (Excel + Word Report)

Posted 2 days ago   |   Spreadsheet Entry   |   Budget: KShs. 1,800   |   Bids: 18   |   Client: Rebecca Henderson

Project Overview

  • Published On: 22nd Aug, 2025
  • Project Type: Data-Entry
  • Project Category: Spreadsheet Entry
  • Project Due: 24th August, 2025

Required Skills

  • Spreadsheet formulas and functions

  • Microsoft Excel and Word

  • Accurate copy-paste and data entry skills

  • Time Management

Project Description

Description:
We are seeking a freelancer to prepare a multi-step income statement using provided trial balance data. The task requires proper classification of revenues, expenses, and other financial items, and a final summary in Word.

Scope of Work:

  • Enter provided trial balance figures into Excel.

  • Prepare an Income Statement including:

    • Net Sales

    • Cost of Goods Sold (COGS)

    • Gross Profit

    • Operating Expenses (Rent, Salaries, Utilities, etc.)

    • Operating Income

    • Other Income/Expenses (Interest, Miscellaneous)

    • Income Tax

    • Net Income (after tax)

  • Ensure all calculations use Excel formulas (no manual totals).

  • Apply clean formatting for professional readability.

  • Export and summarize the final results in a Word report (table format).

Deliverables:

  1. Excel Spreadsheet – Detailed multi-step Income Statement with formulas.

  2. Word Report – Professionally formatted summary of the Income Statement.

Requirements:

  • Strong Excel and Word skills.

  • Knowledge of financial reporting and accounting basics.

  • Attention to accuracy and presentation quality.

Deadline: 24th August 2025

Note: Source financial data will be provided upon hire.

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