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Hello, I'm David

Combining years of hands-on accounting experience with a proven track record of improving finance systems, I help freelancers and businesses streamline their bookkeeping and unlock actionable insights through data automation and analysis.

Excel VBA SQL Power Query Python Netsuite Xero Quickbooks

My Services

Bookkeeping
  • Monthly financials - P/L, B/S
  • Accounts payable/receivable
  • Reconciliations - banks, general ledger
Finance System Improvement
  • System audits and recommendations
  • Implementation of financial software
  • Process optimization
Spreadsheet/data automation
  • Spreadsheet programming (VBA)
  • Data visualisation - dashboards etc.
  • Automated data pipeline setups

Portfolio

SQL Power Query VBA Python Data automation Bookkeeping Spreadsheet setup Data reconciliation
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Trade Log App

Developed a moderately complex VBA application that runs 100% autonomously and reads/writes stock system trading data into a trading log

Excel Data automation Spreadsheet setup VBA Python
Balance sheet review process

Developed a balance sheet review spreadsheet which helped the Finance team with tracking & explaining the balances during month-end

Excel Power Query Spreadsheet setup Data automation Data reconciliation
General ledger data import tool

Built a tool that amalgamates general ledger data from dynamic number of CSV files and minimises the manual copy/paste

Excel Power Query Spreadsheet setup Bookkeeping Data automation Data reconciliation
Multi-entity bank dashboard

Developed a moderately complex VBA application that runs 100% autonomously and reads/writes stock system trading data into a trading log

Excel Power Query Spreadsheet setup Data automation Bookkeeping
Trading system portfolio dashboard

Developed an automated tool that reduced monthly account reconciliation time by 75%.

Python SQL Data automation
Trial balance reconciliation process
Financial Reporting Suite

Built a comprehensive financial reporting package with drill-down capabilities for executive review.

Excel Bookkeeping Data reconciliation Spreadsheet setup

Contact Me

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