What I Offer

Premium Finance &
Data Services

End-to-end financial and analytical services that transform raw numbers into strategic advantage — built for businesses that want to grow smarter.

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8
Core Services
200+
Projects Delivered
50+
Clients Served
99.8%
Accuracy Rate
5+
Years Experience
01
QuickBooks · Monthly Ledger
Total Income
$84K
↑ 12.4% MOM
Total Expenses
$31K
↑ 3.1% MOM
Net Profit
$53K
↑ 18.2% MOM
Accounts Recv.
$12K
Outstanding
Bank Reconciliation✓ Reconciled
Payroll Processed✓ Complete
VAT / Tax FilingDue in 8 days
Outstanding Invoices3 Overdue
Revenue vs Budget94%
Expense Control87%
📚 Finance

Bookkeeping & Accounting

"Accurate books are the foundation of every smart business decision."

I provide full-cycle bookkeeping and accounting services that keep your financials clean, current, and compliant. Using QuickBooks, Xero, or Excel, I manage everything from daily transaction recording to monthly reconciliations — so you always know exactly where your business stands.

What's Included
✓
Full-cycle bookkeeping — income, expenses, assets, liabilities recorded daily
✓
Monthly bank and credit card reconciliations with variance explanations
✓
Accounts receivable & payable management with ageing reports
✓
Payroll processing and journal entries
✓
Chart of accounts setup and ongoing maintenance
✓
Audit-ready file preparation
99.8%
Accuracy Rate
48h
Turnaround
GAAP
Compliant
Tools Used
QuickBooks Xero Excel GAAP Bank Feeds
Get Started →
02
📋 Reporting

Financial Reporting

"Financial statements that don't just comply — they communicate."

From monthly management packs to full IFRS-compliant annual reports, I prepare financial statements that tell the true story of your business. Every report is clear, accurate, and designed to drive decisions — not just satisfy auditors.

What's Included
✓
Income Statement (P&L) with period-over-period variance analysis
✓
Balance Sheet — IFRS / GAAP compliant with full notes
✓
Cash Flow Statement — direct and indirect methods
✓
Statement of Changes in Equity
✓
Management commentary and KPI narrative
✓
Board-ready presentation format
IFRS
Compliant
150+
Reports Built
0
Audit Findings
Standards & Tools
IFRS GAAP IAS 16 IFRS 16 Excel Word
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IFRS Financial Statements · FY2024
STATEMENT OF FINANCIAL POSITION
Property, Plant & Equipment£1,240K
Right-of-use Assets (IFRS 16)£380K
Trade Receivables£284K
Cash & Equivalents£142K
TOTAL ASSETS£2,551K
P&L SUMMARY
Revenue£482K
Gross Profit£214K (44%)
Net Profit£94K (19%)
✓ IFRS Compliant
✓ Audit Ready
03
Python · Pandas Data Analysis
import pandas as pd
import numpy as np
 
# Load and clean financial dataset
df = pd.read_csv('sales_data.csv')
df['revenue'] = df['revenue'].fillna(0)
 
# Customer segmentation by LTV
ltv = df.groupby('customer_id')
    .agg({'revenue': 'sum'})
    .sort_values(ascending=False)
 
# Output: 14,397 customers ranked
Rows Processed
1.02M
✓ Clean
Segments Found
4
RFM Model
🔍 Analytics

Data Analytics

"Your data already has the answers — I help you find them."

I transform raw business data into actionable insights using Python, SQL, and statistical modelling. Whether it's customer segmentation, churn prediction, or revenue forecasting — I deliver analysis that directly informs your strategy.

What's Included
✓
Exploratory data analysis (EDA) and data quality assessment
✓
Customer lifetime value (LTV) and RFM segmentation models
✓
Revenue forecasting and trend analysis
✓
Churn prediction and retention modelling
✓
Custom Python scripts with documented, reusable code
✓
Clear written summary of findings and recommendations
1M+
Rows Processed
34%
Avg. Upsell Lift
Python
Primary Tool
Tools Used
Python Pandas NumPy Scikit-learn Matplotlib Jupyter
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04
📈 Dashboards

Power BI Dashboards

"Real-time visibility that replaces your weekly finance meeting."

I design and build interactive Power BI dashboards that connect live to your data sources and deliver instant KPI visibility to every stakeholder. From executive summaries to operational drill-downs — your entire business story on one screen.

What's Included
✓
Data model design with star schema and optimised relationships
✓
Custom DAX measures — time intelligence, YOY, rolling averages
✓
Multi-page report with drill-through and cross-filtering
✓
Live connections to QuickBooks, SQL Server, Excel, SharePoint
✓
Mobile-optimised layout for executives on the go
✓
Training session and full documentation handover
10h
Saved / Week
2hr
Refresh Rate
40+
DAX Measures
Tools Used
Power BI Desktop DAX Power Query (M) SQL Server DirectQuery
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Power BI · Executive Dashboard
Total Revenue
$482K
↑ 28.4%
Net Profit
$94K
↑ 12.1%
Gross Margin
44.3%
↑ 2.1pp
Op. Expenses
$120K
↓ 3.2%
Revenue Trend — 12 Months
Last RefreshedLive · 2h ago
05
PostgreSQL · Sales Analytics
SELECT c.segment,
  SUM(o.order_value) AS lifetime_value,
  COUNT(o.order_id) AS total_orders,
  NTILE(4) OVER (
    ORDER BY SUM(o.order_value) DESC
  ) AS value_quartile
FROM customers c
JOIN orders o ON c.id = o.customer_id
GROUP BY c.segment
/* 1,024,847 rows · 2.3s */
Enterprise LTV$284,420
Mid-Market LTV$142,810
SMB LTV$34,200
At-Risk Accounts180 flagged
🗄️ SQL

SQL Analysis & ETL

"Unlocking the insights buried in your database."

I write advanced SQL queries and build ETL pipelines that extract meaningful patterns from large financial datasets. From customer lifetime value models to operational efficiency reports — I turn your database into a competitive intelligence engine.

What's Included
✓
Complex multi-table queries with CTEs, window functions, and subqueries
✓
ETL pipeline design — extract, transform, and load across systems
✓
Database performance optimisation — indexing, query tuning
✓
Customer segmentation and RFM models from raw transaction data
✓
Scheduled automated reports pushed to dashboards or spreadsheets
✓
Full query documentation for your internal team
1M+
Rows Analysed
$420K
ARR Saved
2.3s
Query Speed
Tools Used
PostgreSQL MySQL SQL Server CTEs Window Functions Python ETL
Get Started →
06
🤖 Automation

Python Automation

"If you're doing it manually every week, there's a script for that."

I build custom Python automation systems that eliminate repetitive financial workflows — from invoice generation to bank reconciliation. My scripts run reliably in the background, freeing your team to focus on work that actually requires human judgement.

What's Included
✓
Automated invoice generation, PDF creation, and email dispatch
✓
Bank statement parsing and automated reconciliation
✓
Scheduled report generation with automatic distribution
✓
API integrations — QuickBooks, Stripe, Xero, banking APIs
✓
Error handling, logging, and audit trail for every run
✓
Full documentation and handover training
25h
Saved / Month
0.1%
Error Rate
6K+
Invoices Run
Tools Used
Python 3.11 Pandas ReportLab smtplib SQLite Schedule APIs
Get Started →
invoice_automation.py · Terminal
def run_monthly_pipeline():
  # Load CRM export
  df = pd.read_csv('clients.csv')
  # Generate 512 PDFs
  for _, row in df.iterrows():
    generate_invoice(row)
    send_email(row.email)
  reconcile_payments()
✓ Loaded 512 client records
✓ Generated 512 PDFs (4.2s)
✓ Sent 512 emails (18.4s)
⚠ 3 bounced → exceptions.log
✓ Reconciliation saved
✦ Done · 23.1s · Errors: 0.6%
07
Tableau · Marketing ROI Tracker
ROI by Channel (Revenue / Spend)
Email Marketing6.2x
SEO / Organic5.3x
Social Media4.1x
Google PPC3.4x
Display Ads2.5x
Blended ROAS
3.8x
↑ from 3.1x
Spend Reallocated
$200K
Optimised
🧠 BI

Business Intelligence

"Your leadership team should know the answer before they ask the question."

I deliver end-to-end BI strategy — from data warehouse architecture to executive reporting suites. Using Tableau and Power BI, I build intelligence layers that give every level of your organisation the right data at the right time.

What's Included
✓
BI strategy assessment — identifying your highest-value data gaps
✓
Data warehouse design and ETL pipeline architecture
✓
Multi-channel performance dashboards (marketing, sales, ops, finance)
✓
Executive KPI scorecards with automated distribution
✓
Self-service analytics setup for non-technical stakeholders
✓
Ongoing optimisation and quarterly review
3.8x
ROAS Achieved
12
Channels Tracked
30m
Reporting Time
Tools Used
Tableau Power BI PostgreSQL Python ETL Google Ads API Meta Ads API
Get Started →
08
💡 Fintech

Software Development

"Custom financial tools built for the way your business actually works."

I design and build bespoke fintech software — from internal financial tools to full SaaS applications. Combining deep finance domain knowledge with modern development practices, I build platforms that solve real problems and scale with your business.

What's Included
✓
Custom financial management tools and internal dashboards
✓
SaaS application design and MVP development
✓
API-first architecture with third-party integrations
✓
AI-powered financial analysis and forecasting modules
✓
Cloud deployment and scalable infrastructure
✓
Ongoing maintenance, support, and feature development
MVP
In 4–6 Weeks
API
First Design
SaaS
Ready
Tools Used
Python FastAPI React PostgreSQL AWS / GCP Stripe API
Get Started →
SaaS FinTech Platform · Architecture
# FastAPI — Financial Analytics Endpoint
@app.get("/api/v1/analytics")
async def get_financial_summary(
  company_id: str,
  period: str = "monthly"
):
  data = await fetch_ledger(company_id)
  return analyze(data, period)
API Response Time48ms avg
Uptime SLA99.9%
Active Users1,240+
DeploymentAWS · Docker
How It Works

My Process

Every engagement follows the same disciplined process — no surprises, just results.

1
Discovery Call
We discuss your business challenges, data landscape, goals, and timeline. I ask the right questions to scope the work accurately.
2
Proposal & Scope
I send a clear written proposal — deliverables, timeline, and pricing. No vague estimates or scope creep.
3
Build & Iterate
I work in focused sprints with regular check-ins. You see progress at every stage and can give feedback early.
4
Handover & Support
Full documentation, training session, and 30-day post-launch support. You own everything — code, data, and dashboards.
Why Awais

The Difference That Matters

Finance expertise and technical skills rarely coexist. I bring both.

🎯
Finance-First Thinking
Every dashboard, script, and query is designed with accounting principles in mind. I understand debits and credits as well as I understand Python — which means no technically correct but financially meaningless output.
⚡
Speed Without Shortcuts
I deliver fast — most projects in 1–3 weeks — but never at the expense of accuracy. My work is audit-ready, documented, and built to last. You won't be fixing my mistakes six months later.
🔒
Full Confidentiality
Your financial data is treated with the highest level of discretion. I sign NDAs on every engagement and follow strict data handling protocols. Your numbers never leave our agreed environment.
🌍
Remote-Ready
Fully remote and async-friendly. I work across time zones and adapt to your communication preferences — Slack, email, or video. Distance has never reduced quality for any of my clients.
📐
ACCA-Grounded Standards
My ACCA qualification means all financial work meets international standards — IFRS, IAS, and GAAP. You get professional-grade output, not just someone who knows Excel well.
🚀
Long-Term Partnership
Most of my clients started with one project and stayed for years. I invest in understanding your business deeply so every subsequent project delivers more value than the last.
Pricing

Transparent Pricing

No hourly billing surprises. Fixed-scope packages or retainers — your choice.

Starter
One-Off Project
Perfect for a single report, dashboard, or automation script with clear scope.
Custom / project
Quoted after discovery call · typically $300–$1,500
✓Single deliverable — report, dashboard, or script
✓1–2 week turnaround
✓Two rounds of revisions
✓Full file and code ownership
✗Ongoing support
✗Priority response
Get a Quote
Growth
Monthly Retainer
Ongoing finance and analytics support — your part-time data and finance team.
Custom / month
Scoped to your needs · typically $800–$3,000/mo
✓Monthly bookkeeping & management accounts
✓Dashboard maintenance and updates
✓Ad-hoc analysis requests (up to 10h/mo)
✓Priority 24h response time
✓Quarterly strategy review call
✓Unlimited revisions on retainer work
Start Retainer
Enterprise
Full Engagement
Large-scale BI infrastructure, software builds, or annual reporting packages.
Custom / scope
Discovery required · multi-week or multi-month projects
✓Full BI stack or software development
✓Dedicated project management
✓Team training and knowledge transfer
✓NDA and data handling agreement
✓Post-launch support (3 months)
✓Milestone-based payment schedule
Let's Talk
FAQ

Common Questions

For most projects I can start within 2–3 business days of signing off on scope. Larger enterprise engagements may need 1–2 weeks for proper onboarding. I keep limited client slots specifically so I can give every project the attention it deserves.
Yes — the majority of my clients are based in the UK, US, UAE, and Europe. I work fully remote and adapt to your time zone for calls and deadlines. Distance has never been a barrier to quality work.
I work with QuickBooks (Online and Desktop), Xero, Wave, and Excel-based systems. For data analytics and BI work I connect to virtually any source — SQL databases, Google Sheets, CSV exports, APIs, and cloud storage.
I sign an NDA before accessing any client data. All files are handled in encrypted environments and deleted from my systems after project completion unless you request otherwise. I never share client data with third parties under any circumstances.
Yes — my portfolio page has detailed case studies for each service type. For more specific examples relevant to your industry or use case, just reach out and I'll share anonymised samples during our discovery call.
Every project includes revision rounds — typically two for one-off projects and unlimited for retainer work. If after revisions you're still not satisfied, I offer a partial or full refund depending on the circumstances. Client satisfaction is non-negotiable for me.
Ready to Start?

Let's Turn Your Data Into
Your Advantage

Whether you need clean books, a live dashboard, or a fully automated finance workflow — the conversation starts with one message.

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