Hire the Best Personal Budgeting Professionals

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Thomas H.

Chicago, Illinois

$75/hr
5.0
7 jobs

Here's an overarching truth that no one realizes: the money is a symptom. I'm guessing that one or multiple of the following sound like you: No one taught you about money. You know you should be saving and investing, but you don't know how. Money is stress, and you're tired of feeling like this. You want to make a plan, but have no idea where to start. This is where I do my best work. Of course I work with clients through the cold, hard numbers of their personal finances (budgeting, savings, investing, income, expenses, etc.), but we also go into the next and more important facet: your relationship with money. That's where your problems with money are truly rooted. It's your emotional and behavioral interaction with money that is the issue; the money is a symptom. Working with me is having a financial teacher and guide wrapped into a single package. It's time to get your money working for you, not the other way around!

  • Personal Budgeting
  • Personal Finance
  • Budget Planning
  • AccountAbility
  • Cash Flow Analysis
  • Coaching
  • Coaching Session
  • Finance & Accounting
  • Accounting
  • Accounting Basics
  • Financial Risk
  • Financial Audit
  • Education
Erwin G.

Breckenridge, Colorado

$30/hr
5.0
2 jobs

I’m a freelance bookkeeper and financial analyst with 10+ years of experience managing books, budgets, and financial processes for various organizations. As a former Financial Controller, Budget Analyst and currently the Founder and CEO of my own startup, I’ve handled day-to-day bookkeeping operations, reconciled complex budgets, tracked costs, and built financial dashboards to streamline workflows—skills I now bring to freelance clients. Certifications: - Intuit Bookkeeping - QuickBooks Online Level 1 - Microsoft Office Excel Expert Level (tracking costs, building dashboards, pivot tables, complex formulas) Bilingual in English and French, I’ve worked with confidential financial data across diverse sectors. If you need an expert to manage your books, create financial reports, or optimize your Excel-based workflows: let’s connect.

  • Accounting
  • Bookkeeping
  • Financial Planning
  • Microsoft Excel
  • Finance
  • Finance & Accounting
  • Budget
  • Budget Management
  • French
  • English
  • QuickBooks Online
  • Cost Analysis
  • Accounting Basics
  • Management Consulting
  • Analytical Presentation
  • Google Docs
  • Microsoft Word
  • Google Sheets
  • Data Entry
Clayah B.

Tacoma, Washington

$5/hr
5.0
7 jobs

Hi! I’m Clayah, an accounting student with almost two years of experience studying accounting in the Philippines. Since moving here, I’m starting fresh studying for my degree and eager to grow my skills while helping clients stay organized. I specialize in basic bookkeeping and spreadsheet tasks, including: Organizing income and expenses, Creating neat spreadsheets in Excel or Google sheets, Categorizing transactions and receipts, and Totals and basic formulas in Excel.

  • Bookkeeping
  • Light Bookkeeping
  • Accounting Basics
  • Financial Planning
Kendra F.

Cape Town, South Africa

$30/hr
5.0
23 jobs

You don’t need another lecture about budgeting. You need a financial system that helps life feel less mentally cluttered. Many of the people I work with are earning a decent income, managing careers, families, businesses, or freelance work, and simply no longer have the time or mental energy to keep staying on top of every moving piece of their finances. The problem usually isn’t income. It’s complexity, inconsistency, and financial decisions that never quite feel organised. The service that I offer helps with the following: • stops you from avoiding your finances • reduce decision fatigue • create systems • you feel mentally lighter • make clearer financial choices • regain a sense of control I’m a financial coach with over 20 years of accounting experience, and I work with professionals and freelancers who want more clarity, structure, and confidence in their personal finances. Together we simplify the moving parts: • budgeting and cash flow • debt reduction planning • spending patterns and financial habits • savings goals and financial priorities • financial organisation and accountability • creating practical systems that are easy to maintain My approach is practical, calm, and personalised to real life. No shame. No extreme budgeting methods. No complicated financial jargon. Just clear guidance that helps you feel more in control of your money and less mentally weighed down by it. Because financial wellbeing is not only about numbers. It’s also about having the headspace to focus on the rest of your life. If you’re looking for practical financial support from someone who understands both the numbers and the human side of money, I’d be happy to chat. RemotaniaTribe

  • Microsoft Excel
  • Typing
  • Google Sheets
  • Financial Analysis
  • Sales & Inventory Entries
  • Microsoft Excel PowerPivot
  • Xero
  • Microsoft Word
  • Inventory Report
  • Administrative Support
  • Data Analysis
  • Data Visualization
  • Bookkeeping
  • Budget
  • AccountAbility
  • Bank Reconciliation
  • Coaching
Adnan Ali K.

Gilgit, Pakistan

$10/hr
5.0
12 jobs

🌟 Transforming Disorganized Books into Accurate, Tax-Ready Financial Systems for Small Businesses & Entrepreneurs I help entrepreneurs, startups, freelancers, and small business owners maintain clean, accurate, and fully reconciled bookkeeping records — allowing you to focus on growing your business while I manage the numbers with precision, compliance, and clarity. As a Certified QuickBooks Online ProAdvisor and Professional Bookkeeper with 3+ years of practical accounting experience, I specialize in QuickBooks Online setup, bookkeeping cleanup, catch-up bookkeeping, and monthly financial reporting. I turn messy, outdated books into organized, audit-ready, and tax-ready financial systems that give you clear insights into your business performance. Whether you need a one-time QuickBooks cleanup, ongoing monthly bookkeeping, or full accounting support, I provide reliable, detail-oriented, and results-driven bookkeeping solutions designed for growing businesses. 📘 QuickBooks Online Setup, Cleanup & Optimization 🔹 Custom Chart of Accounts setup for accurate financial tracking 🔹 Complete bank & credit card reconciliation 🔹 Catch-up bookkeeping for previous months or years 🔹 Error review, troubleshooting & bookkeeping corrections 🔹 Seamless migration from Excel, Xero, Zoho Books, Wave & other accounting platforms 📊 Monthly Bookkeeping & Financial Reporting 🔹 Accurate recording of income, expenses & journal entries 🔹 Smart transaction categorization for clean financial records 🔹 Invoice, bill & receipt tracking and management 🔹 Bank and account reconciliation 🔹 Monthly Profit & Loss, Balance Sheet & Cash Flow reporting 📂 Full-Service Business Accounting Support 🔹 Accounts Payable & Accounts Receivable management 🔹 Vendor & customer account reconciliation 🔹 Payroll monitoring & financial reporting 🔹 Financial summaries for business owners & tax professionals 🔹 Ongoing bookkeeping support for small businesses & startups 💻 Accounting Software Expertise 🔹QuickBooks Online 🔹Xero 🔹Zoho Books 🔹Wave 🔹FreshBooks 🔹Dext 🔹Hubdoc 🔹Google Sheets 🔹Microsoft Excel 🔹PayPal 🔹Gusto Payroll 🔹ADP Payroll 💎 Why Clients Choose Me 🔹 Certified QuickBooks Online ProAdvisor 🔹 Accurate, organized & fully reconciled bookkeeping 🔹 Professional communication & transparent workflow 🔹 Reliable delivery and consistent support 🔹 Cost-effective bookkeeping solutions for small businesses 🔹 Strategic financial insights for business growth 📩 Ready to Get Your Books Organized & Tax-Ready? Let’s streamline your bookkeeping, maintain accurate financial records, and provide clear financial insights to help you make confident business decisions. Send me a message today — and let’s make your QuickBooks work smarter for your business. ‘Just let me shoulder your work burden’ ******************************************************************************************* Cheers, Adnan Ali Khan

  • Personal Budgeting
  • Bookkeeping
  • Accounting
  • QuickBooks Online
  • Intuit QuickBooks
  • Intuit Quicken
  • Bank Reconciliation
  • Financial Accounting
  • Financial Reporting
  • Chart of Accounts
  • Accounts Payable
  • Accounts Receivable
  • Income Statement
  • Cash Flow Analysis
  • Financial Analysis
  • Payroll Accounting
  • Payroll Reconciliation
  • Xero
  • Wave Accounting
  • Tax Preparation
Kirsten H.

Emporia, Kansas

$30/hr
5.0
5 jobs

I help small businesses and growing teams stay organized, financially clear, and stress-free. With 10+ years of experience in finance, accounting, and FP&A, I bring both precision and big-picture insight to every project. I specialize in bookkeeping, administrative support, and financial reporting — combining strong technical skills with a dependable, proactive approach. Bookkeeping Services • QuickBooks Online setup & cleanup • Monthly reconciliations and transaction management • Invoicing, AP/AR tracking, and expense categorization • Budgeting, forecasting, and cash flow tracking Administrative Support • Email and calendar management • Document organization & reporting templates • Data entry, spreadsheet tracking, and file management • Process improvement and workflow coordination Financial Planning & Analysis (FP&A) • Budget creation and variance analysis • KPI dashboards and management reporting • Excel and Google Sheets data visualization • Financial insights for decision-making My goal is to make your finances — and your operations — feel simple, structured, and under control. Let’s build a system that helps your business run smoothly.

  • Financial Analysis
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Payroll Accounting
  • Microsoft Excel PowerPivot
  • QuickBooks Online
  • Microsoft Power BI
  • Data Visualization
  • Data Analysis
  • Virtual Assistance
  • Calendar Management
  • Email Management
  • Data Entry
  • Bookkeeping

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