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Check out Personal Budgeting professionals with the skills you need for your next job.
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  4. (Current) Personal Budgeting Freelancers
  • $100 hourly

    • 5.0/5
    • (84 jobs)
    Do you ever wonder where your money goes each month? I can help you. I love numbers, budgeting, and balancing books! I've been a YNAB user since 2009 and now enjoy using it to help people improve their finances as a YNAB Certified Budgeting Coach. Have you been a Mint user? Many were shocked to hear that starting in 2024, Mint will no longer be an available budgeting tool option. Credit Karma does not offer the ability to set monthly or category budgets. YNAB does. I can help you learn how to navigate YNAB yourself, or I can get it set up and maintain it for you. I also offer half-hour accountability sessions. These are great for people who want to be consistent with their budget but are looking for someone to be an accountability partner. Maybe you're not ready to go all-in with YNAB just yet... I get it. Maybe you just want more of an audit of the last three months of your spending. Without judgment on your transactions, I can tell you how much was spent in basic categories to better understand how to come up with some budget numbers going forward. Let's schedule a free 15-minute Zoom chat to discuss how I can help with your budget. A bit about me: I worked in Accounting starting in 1999 and went on to get my degree in Accounting, but I found that setting up budgets and bookkeeping is my favorite part of working with finances. I enjoy working with individuals and families to make sense of their numbers and provide clarity. I have tried many different budget apps over the years, but my preference is YNAB for various reasons.
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    Google Sheets
    Cash Flow Analysis
    Microsoft Excel
    Data Entry
    Bookkeeping
    Budget Management
    Bank Reconciliation
  • $49 hourly

    • 5.0/5
    • (116 jobs)
    I am an experienced full charge bookkeeper, specialized on QuickBooks online cleanup, troubleshooting and ongoing bookkeeping for small and medium businesses. If you don’t have the time or the dedication to keep your financial records up-to-date and error-free, I am here to help! I have a Master of Business Administration, I am a QuickBooks certified ProAdvisor, and member of the American Institute of Professional Bookkeepers. I also have extensive experience with , Gusto, , Paypal, Stripe, Square, bill.com, Excel… I am organized, reliable, detail and customer-oriented, and truly enjoy learning about my client businesses. I am here to give you a stress-free experience so you can get your financials under control, set aside time, save money, make informed decisions for your future and be ready for tax season. Services provided to businesses (but not limited to) : * QuickBooks Online account set up, training and support * Catch up / Clean up of your books * Bank / Credit card accounts reconciliation * Accounts payable & receivable management * Providing periodic financial reports * Budgeting and cash-flow forecasting If you have any questions, please do not hesitate to message me
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    Gusto
    Xero
    Bill.com Accounts Payable
    Financial Report
    QuickBooks Online
    Accounts Receivable
    Bank Reconciliation
    Accounts Payable
    Microsoft Excel
    Bookkeeping
    Balance Sheet
    Accounting Basics
    Intuit QuickBooks
  • $90 hourly

    • 5.0/5
    • (127 jobs)
    I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.
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    Investment Strategy
    Certified Financial Planner
    Real Estate Investment Assistance
    Investment Research
    Finance & Accounting
    Financial Modeling
    Financial Planning
    Financial Analysis
  • $25 hourly

    • 4.8/5
    • (17 jobs)
    With over four years of dynamic expertise, I have empowered business owners and founders to achieve precise scaling. My comprehensive skill set encompasses Sales, Marketing, Finance, Billing, 401K, Payroll, Taxes, and more. I have successfully guided entrepreneurs through critical milestones, from market research to product launches. As a seasoned development practitioner, I excel in critical thinking and efficient problem-solving. My perfect Upwork score is a testament to my dedication and reliability. Let's elevate your success together. Key Responsibilities: ✔️ - Conducted thorough market research to identify growth opportunities and market trends. ✔️- Developed and implemented strategic sales and marketing plans to drive business growth. ✔️ - Managed financial operations, including budgeting, billing, 401K administration, payroll, and taxes. ✔️ - Facilitated smooth product launches by coordinating cross-functional teams and ensuring timely execution. ✔️ - Provided expert advice on business development, ensuring scalability and efficiency in operations. ✔️ - Utilized critical thinking and efficient problem-solving to address business challenges and optimize performance.
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    Medical Administrators International SIGMA
    Project Management
    Community Engagement
    Employee Onboarding
    Medical Billing & Coding
    Customer Onboarding
    Accounting Basics
    Employee Training
    Price & Quote Negotiation
    Sales & Marketing
    Social Media Design
    Taxes
    Market Research
  • $50 hourly

    • 4.9/5
    • (96 jobs)
    As an experienced Personal Finance Manager and Business Reporting Specialist, I am passionate about empowering individuals and businesses to make informed financial decisions that maximize their financial potential. With a diverse background in procurement, project cost accounting, system implementation, and budgeting, I possess a unique set of skills that sets me apart in the world of personal finance management and business reporting. Having held pivotal roles as a Procurement Manager, Project Cost Accountant, and Personal Finance Manager, I have honed my expertise in financial analysis, cost reduction, and strategic planning. My hands-on experience in various system implementations and budgeting projects has also given me a strong foundation in leveraging technology to optimize financial management processes. My services are tailored to provide personalized financial solutions to help individuals and families achieve their financial goals, build wealth, and secure a stable financial future. I specialize in budgeting, debt management, saving strategies, retirement planning, and financial education to ensure my clients understand their finances comprehensively. I offer expert guidance in financial reporting and budgeting for businesses to improve transparency, efficiency, and decision-making processes. My meticulous attention to detail and strong analytical skills allow me to deliver accurate and actionable financial insights that drive growth and profitability. When you work with me, you can expect clear communication, dedication to your financial success, and a customized approach considering your unique needs and aspirations. Let me help you unlock your financial potential and transform your personal and business finances for lasting success.
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    Financial Analysis
    Financial Consulting
    Financial Presentation
    System Installation & Upgrades
    Microsoft Excel
    Spreadsheet Automation
    Project Management
    Bookkeeping
    Financial Reporting
    Excel Macros
    Cost Accounting
    Personal Finance & Wealth Management
    Budget Management
    Financial Planning
  • $100 hourly

    • 5.0/5
    • (71 jobs)
    I'm a Certified Public Accountant - CPA (Licensed in North Carolina and South Carolina) and Chartered Financial Consultant® with experience in accounting, accounting system implementation/migration as a Project Management Professional (PMP), taxation, budgeting, not-for-profits, and financial planning. I am also a Certified QuickBooks ProAdvisor and Certified Xero Advisor, and have completed the AICPA's Not-for-Profit Certificate II. I have specific experience in developing budgets for nonprofits, tracking budgets, monthly, quarterly and annual financial reporting to the board of directors and other stakeholders, and more. I am knowledgeable in SAP, Abila MIP, QuickBooks, Xero, Wave, and Zoho accounting software and am able to learn new technologies quickly. I also have experience in the preparation and review of 990 tax returns for nonprofit tax returns, and have been successful in finding areas for correction where errors were previously overlooked. I have experience with personal and other corporate returns as well.
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    Project Management Professional
    Nonprofit Organization
    CPA
    Financial Planning
    Intuit QuickBooks
    General Ledger
    Tax Preparation
  • $55 hourly

    • 5.0/5
    • (10 jobs)
    Let me help you simplify your business. Available for any QuickBooks online set up, reconciliation, AP, invoicing and financial reporting. Fixed project or hourly contract. Co-founder of Management Mates, LLC (managementmates.com) and we love helping business owners to focus on growing their business while we simplify the books. I provide both basic book-keeping and higher level fractional CFO support, offering insight into your business, opportunities for efficiencies in your process, and a fast and meticulous approach to your needs. QuickBooks ProAdvisor certified and Intuit bookkeeping certified. I also am a ynab expert for personal budget coaching and consult.
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    Maximo Asset Management
    Inventory Management
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
    Account Reconciliation
    Intuit QuickBooks
    Payroll Reconciliation
    Budget
    Budget Proposal
    Bookkeeping
  • $250 hourly

    • 5.0/5
    • (70 jobs)
    Expert Vetted by Upwork. I'm currently the co-founder and CSO of a startup. I was previously co-founder/CEO of a mobile app startup. "C.E.O." really stands for Chief Everything Officer. I started my mobile app startup with no prior tech/startup background and have been through it all, so I know what works and doesn't work. I know how to build businesses and sell businesses to investors. I consult on the following: - Growth, capital-efficiency-oriented, and process-driven fractional CFO - Building Initial Enterprise Sales Funnels - Finding initial product market fit, early customers - Product/Sales/Marketing Strategy - Process design and implementation for customer acquisition funnel (huge champion of automation and AI integrations) - Startup/Management/Strategy - Product Development/Go-To-Market/Growth Hacking - Angel/Venture Funding Strategist Here are a few secrets: - Capital raising: You don't need a written business plan to get funded. No one reads them. To get funded, you need a strong team, good storytelling, a pitch deck, financials (historicals are 10x more valuable than forward projections), revenue/customer retention analysis, and an appendix. - Since Q2 2022, enterprises to SMBs have shifted their focus towards margin preservation, emphasizing cash flow, and being as lean as possible. The future of management is labor force elasticity based on gross margins, running your company with an extremely lean and elastic approach that is grounded on gross margin preservation/expansion -- having a system in place that allows you to quickly ramp up and ramp down your operations to match market demand, regardless of the economic conditions. Highlights: - CFO at an AI-driven software development SaaS company. (2023 - Present) - Currently VP of Strategy & Growth for an early-stage B2B DevOps SaaS startup. (2021-present) Results during my tenure: Reduced our S&M spend by 60%, Reduce our average CAC from 11.4K to 2.6K. Accelerate our LTM ARR growth from 49% to 94%. Our forward NTM ARR growth rate is +160%. - Fractional CFO at 3 startups, including a smart light bulb e-commerce startup with $30M+ LTM revenue; responsibilities include capital raising/planning and M&A advisory. (2021-present) - Startup consultant primarily focused on capital raising, strategic planning, market sequencing, critical path, GTM strategy, sales funnel, process improvement/automation -- Industry/vertical agnostic - B2B, B2C, B2B2C, Marketplace, On-Demand models. (2016-present) - Consultant for G2VP, San-Fran-based ESG VC (2020-2022) - Ex-CEO/Cofounder of a B2B (pivoted from B2C) AdTech mobile keyboard app startup (raised outside capital and exited). (2013-2016) - Ex-CPA for Ernst & Young in NYC, working in the Financial Services Transaction Services group. I provided valuations for private businesses in M&A deals ($1 billion+ market cap) and illiquid financial instruments. (2008-2013) I love the startup community and want to give back. My time is limited and valuable so I only want to work with companies I know I can add a lot of value. Sorry, need to exclude pre-revenue companies and companies below 250K ARR. I will pass on work for another startup if I do not think I can help it become successful or are below
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    Copy Editing
    Visual Basic for Applications
    Marketing Strategy
    Financial Modeling
    Lean Consulting
    Venture Capital
    Venture Capital Consulting
    Microsoft Excel PowerPivot
    Corporate Finance
    Proofreading
    Startup Consulting
    Management Consulting
    Microsoft Excel
    Product Design
  • $65 hourly

    • 5.0/5
    • (17 jobs)
    My goal is to help you track your income and expenses to create an accurate picture of your financial situation, spend in ways that set you up for your future, and feel good about your situation. I specialize in personal/family bookkeeping, small service-based business, and real estate bookkeeping. I have 3 years of experience working with families and small business owners to take ownership of their money, set and achieve money goals, and stay organized to always know what is going on.
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    Account Reconciliation
    Financial Planning
    Financial Management
    Invoicing
    Financial Analysis
    QuickBooks Online
    Content Writing
    Financial Report
    Coaching
    Data Analysis
    Annual Report
    Bookkeeping
    Accounting Basics
    Microsoft Excel
    Intuit QuickBooks
  • $125 hourly

    • 5.0/5
    • (22 jobs)
    As your Personal CFO, I harness the power of personal cash flow management to help you maintain your current lifestyle while preparing for your financial future. I fulfill the cash flow management needs of high-net-worth households, business owners and C-Suite executives, those with complex financials and limited time. After a banking career that spanned more than two decades, I know how to bring order, structure and clarity to finances. My clients have the insight they need to make informed financial decisions for their households. As your PERSONAL CFO, I can help you: | Know where you’re spending your money and pinpoint ways to reduce costs with reliable and accurate expense reviews | Have the confidence to make informed financial decisions with on-time and comprehensive cash flow reports | Keep your financial house in order so you can use your time to pursue your passions As your PERSONAL CFO, I provide: | Weekly review of all spending accounts and expense categorization | Create, maintain and monitor household spending plan | Comprehensive reporting, including bi-monthly, monthly, quarterly & annual cash flow reports | Identify financial trends and assist with cash flow forecasting and day-to-day cash management | Fraud prevention and checks & balances | Identify cost-savings opportunities to support household financial health & wellness | Tell me if I've missed anything. Chances are, it's in my wheelhouse, too. Each month, we'll meet virtually for a one-hour cash flow analysis call. During the call, we'll review household spending trends, identify potential gaps between income and expenses and help you align your day-to-day spending with your long-term financial goals. Our proactive approach to managing your personal finances puts you in control. Ready to organize your finances? Send a direct message to schedule a complimentary consultation call. ABOUT ME: Sara Hobbs is the CEO & Co-Founder of Forecastle Financial, a boutique virtual Personal Bookkeeping firm based in Tennessee. Forecastle Financial fulfills the cash flow management needs of high-net-worth households, business owners & C-Suite executives, those with limited time & complex financials. Sara serves her clients with a proactive approach to personal cash flow management. After a banking career that spanned more than two decades, Sara knows how to bring order, structure & clarity to finances, ensuring that her clients have the insight they need to make informed decisions.
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    Risk Management
    Personal Finance & Wealth Management
    Bookkeeping
    Financial Statements Preparation
    Personal Finance
    Intuit Quicken
    Intuit QuickBooks
    Cash Flow Analysis
    Budgeting & Forecasting Software
    Financial Statement
    Strategy
    Budget Planning
    Problem Resolution
    Financial Consulting
  • $60 hourly

    • 5.0/5
    • (26 jobs)
    TOP-RATED Freelancer providing PERSONALIZED BOOKKEEPING services tailored to meet your specific needs. My goal is to assist business owners stay up to date with their QuickBooks or Xero accounts, analyze financial reports, and address any financial weaknesses within the business. With my help, you can regain control over your company's finances. I understand the challenges business owners face, including time-consuming data entry tasks, a lack of available funds for business growth, feeling overwhelmed by daily responsibilities, and dealing with intimidating correspondence or penalties from the IRS. That's where I come in. By managing your QuickBooks or Xero account and handling your bookkeeping requirements, I can free up your time, allowing you to focus on maximizing productivity. You can rest assured that your books will be current, well-organized, and easy to understand. Additionally, I will create monthly financial reports, enabling us to promptly address any problematic areas, ultimately increasing your profitability and facilitating business growth. If you believe we are a good fit, I encourage you to reach out so we can discuss how I can support you in achieving your goals.
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    Gusto
    General Ledger
    Income Statement
    Xero
    Account Reconciliation
    QuickBooks Online
    Transaction Data Entry
    Balance Sheet
    Accounts Payable
    Accounts Receivable
    Cash Flow Statement
    Accounting Basics
    Bank Reconciliation
    Bookkeeping
  • $75 hourly

    • 5.0/5
    • (59 jobs)
    Are you looking for a tax preparer that knows the ins and outs of helping small business save money on taxes? Do you want more than just someone to put numbers on a form? Too many times tax prep is just regurgitating numbers from one place to another with little to no thought paid to what a taxpayer might do different to reduce their taxes. The tax preparation industry is struggling right now with an ever increasing complex tax code, fewer people willing to do this work and now more IRS agents on the way to stick it to the American people who can't afford expensive CPA's and tax attorneys. My name is Adam and I have 8 Years experience as an Enrolled Agent. Enrolled Agents are licensed by the Treasury Department to represent taxpayers on all matters before the IRS. As an EA, I am required to participate in annual education to keep up with on-going tax law changes. I have prepared personal returns, small business, and non-profit with a particular emphasis working with small business owners and those doing freelance or other side hustle work. As a freelancer myself, I know the tricks and traps to watch out for in the tax realm. I also have experience in developing advanced tax strategies to help reduce taxable income. I'll go over your situation and work to determine what can be done to minimize your tax burden to free up funds for better uses. Services I provide include: - Individual Tax Returns - Business Tax Returns - Prior year Returns - Amended Returns Note that my focus is with clients who are running a small business or have independent contractor income. (Did you get a 1099-NEC? That's you!) I am also a licensed financial planner but focus on financial coaching more so than wealth management. Reach out and we'll have a conversation to establish if we are a good fit for each other.
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    Tax Strategy
    Tax Planning & Advisory
    Personal Finance & Wealth Management
    Tax Preparation
    Tax Return
  • $35 hourly

    • 4.9/5
    • (323 jobs)
    Welcome! I’m a Top Rated Plus accounting and tax professional on Upwork with 7+ years of experience, over 300 satisfied clients, and 7,500+ working hours. My goal? To provide expert tax solutions that help you minimize liabilities and maximize deductions. Expertise: Accounting & Bookkeeping: Certified in QuickBooks Online/Desktop, Xero, Wave, Zoho, and more. US Tax Preparation & Planning: Specialized in 1040 (individuals), Expat 1040, 1120 (corporations), 1120S (S corps), 1065 (partnerships), 990 (non-profits), EIN formation, and company formation. Why Choose Me? I am a Chartered Accountant (ACCA) with a Bachelor's in Professional Accountancy from Oxford Brookes University. I’ve also completed advanced studies in US Federal Taxation from the University of Illinois. With corporate accounting and tax advisory experience, I specialize in simplifying complex tax issues. My Top Skills: Tax Returns: Preparation for individuals (1040), partnerships (1065), S corps (1120S), and corporations (1120). Year-Round Accounting: Complete bookkeeping in QuickBooks, Xero, Wave, etc., for tax purposes. IFRS & GAAP Compliance: For accurate tax reporting and financial statements. Payroll Management: ADP, QuickBooks, and payroll tax filings with all US states. 1099-MISC Reporting and Sales Tax/VAT compliance for every US state. Let’s Maximize Your Tax Savings I’m committed to offering personalized strategies to reduce your tax liabilities, ensure compliance, and boost deductions for optimal tax outcomes. My work history below is only a small sample of the nearly 300+ accounting and tax jobs I've completed here on Upwork! Please refer to my tax preparation profile for tax-related projects and my accounting profile for other projects.
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    Tax Strategy
    Taxation
    Taxes
    Tax Accounting
    Financial Statement
    CPA
    US Taxation
    Income Statement
    Tax Preparation Software
    Tax Planning & Advisory
    Tax Law
    Tax Preparation
    Tax Return
    Balance Sheet
    Bookkeeping
  • $79 hourly

    • 5.0/5
    • (43 jobs)
    I'm a financial writer who takes a creative approach to educating and informing audiences using easy-to-understand language that gets to the point. In addition to holding a master's degree in writing, I'm also a REALTOR® and a former insurance agent and journalist. My specialties include: 🏠 Residential real estate 📝 Mortgages (and other types of consumer debt) 🚗 Insurance What You Can Expect From Me: ✅ What you can't get from ChatGPT (Concise, human-centric content that's reliable and well-researched) ✅ Creative, original content that tells your unique story ✅ Simple, straightforward content that's clear and concise ✅ On-time delivery, every time ✅ A personalized, one-on-one experience ✅ A high degree of professionalism Services I offer: 🔹 Engaging website copy 🔹 Press releases 🔹 Content writing 🔹 Editing and proofreading I'm excited to learn about your business and how I can help you communicate with your target market to drive sales and web traffic and pursue your objectives. Please message me if you have any questions, and thank you for visiting my profile!
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    Content Writing
    Financial Writing
    Insurance
    Copywriting
    Real Estate
    Life Insurance
    Website Copywriting
    Sales Copy
    Blog Content
  • $75 hourly

    • 4.5/5
    • (101 jobs)
    My name is Adam Baker and I am a Nonprofit CPA and Accounting Instructor at a community and technical college in the United States. I have 16 years of Nonprofit industry experience, as well as 12 years of teaching experience. I currently serve over 30 nonprofit clients with their accounting needs, including 990 (N, EZ, Full, PF), Audit/Review/Compilation, COA set up, and Accounting Oversight. I also teach both online and on campus classes in such areas as Fund/Nonprofit Accounting, Quickbooks, Payroll, Bookkeeping, Individual Income Tax, Business Tax, Business Math/Calculators. I am hardworking, trustworthy and easy to get along with!
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    Xero
    Bookkeeping
    Internal Auditing
    Financial Reporting
    Financial Management
    Financial Analysis
    Intuit QuickBooks
    Microsoft Excel
  • $90 hourly

    • 4.7/5
    • (5 jobs)
    I'm a script writer and editor with extensive experience writing and editing scripts. I have written several dozen scripts, and I have edited numerous scripts for writers worldwide. • I can offer you 18 years of writing and editing experience. • I have experience working with writing groups, studios, executives, and professional writers. • I am experienced in managing tight deadlines, quick turnarounds, and multiple genres. • Setting goals and dreams for you is essential to me, so the more you share with me, the more effective I can be.
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    Cognitive Behavioral Therapy
    Psychology
    Consultation Session
    Behavioral Finance
    Finance & Accounting
    Education
    Coaching
    Financial Audit
    Personal Finance & Wealth Management
    Finance
    Budget Management
    Budget Planning
    Personal Finance
  • $60 hourly

    • 4.5/5
    • (47 jobs)
    I have qualifications in the financial industry primarily in personal budgeting and investing. Recently obtained my Masters Degree in Finance and Business Administration.
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    Blog Writing
    Article Writing
    Content Writing
    Financial Analysis
    Financial Planning
    Investment Preparation
    Google Slides
    Investment Research
    Microsoft PowerPoint
    Microsoft Excel
    Google Sheets
  • $50 hourly

    • 4.9/5
    • (127 jobs)
    10+ years working experience in Accounting, Taxation and Auditing services. Worked in reputable Chartered Accountancy Firms and listed company in Pakistan, Canada, and US. Possess a master’s degree in Commerce, Chartered Accountant from ICAEW (Member) and ACCA (Member) & ICMAP (Finalist). I am Network Member of Chartered Accountant’s Worldwide as well. I have helped organizations to perform budgeting, forecasting, and financial analysis to ensure profitability targets are met at minimum costs. Over the years have provided a wide variety of accounting services from full charge bookkeeping, payroll management, AR - accounts receivable, AP - accounts payable, auditing and business tax return preparation. I am Xero certified advisory, ProAdvisor of Quickbooks (QBO) and user of Oracle & SUN accounting software's. I can handle complete bookkeeping relating to property management and could assist property managers in managing property funds efficiently. I have managed law firms accounting and trust account reconciliations within Quickbooks. I am Clio expert and have great experience of 3way reconciliations. Here is the service I'm going to serve you best: • Maintain a Chart of Accounts • Record financial transactions, including purchases, sales, receipts and payments into journals, on either cash or accrual basis of accounting; • Manage accounts payable, including vendor bill paying; • Manage payroll and assist management in budgeting and forecasting; • Manage accounts receivable, including customer invoicing; • Perform bank reconciliations; • Post journal summaries into the general ledger at the period end; • Prepare the un-adjusted trial balance at the period end; And many more....
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    Xero
    QuickBooks Online
    US Taxation
    Buildium
    PropertyWare
    AppFolio
    Real Estate Financial Modeling
    CPA
    Financial Analysis
    Real Estate
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Account Reconciliation
    Financial Report
    GAAP
    Financial Audit
    Bank Reconciliation
  • $125 hourly

    • 4.6/5
    • (102 jobs)
    As a fractional CMO and finance expert, I help leading B2B and B2C brands in finance, fintech, and SaaS – like the New York Stock Exchange, Franklin Templeton, and Credit Karma – develop and execute winning marketing strategies that educate, engage, and convert their target audiences. Leveraging my 5+ years of experience as an Upwork Expert-Vetted and Top Rated Plus freelancer, I deliver results-driven solutions through: *SEO-Optimized Content: Crafting compelling articles, website copy, and executive ghostwriting that position clients as industry thought leaders *Marketing Strategy: Developing comprehensive plans that align with business goals and drive growth *Email Campaigns: Consistently achieving open rates above 40% and driving conversions *SEO Strategy & Ranking: Helping clients achieve first-page rankings for target keywords and drive organic traffic With my educational foundation in finance and practical experience at firms like Greystar and Brookfield Asset Management, I deliver sophisticated yet accessible insights into banking, fintech, markets, and more. As your fractional CMO, I collaborate closely with your team to develop and implement data-driven marketing strategies that cut through the noise and deliver measurable results. Ready to take your marketing to the next level? Let's schedule a consultation to discuss how my expertise can help you achieve your goals and drive business growth.
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    Google Search Console
    SEO Audit
    Email & Newsletter
    Marketing Consulting
    Copywriting
    Article
    Blog Content
    Financial Writing
    Content Writing
    AI Content Writing
    Content Marketing
    SEO Writing
    English
    Content Marketing Strategy
    Blog Writing
  • $50 hourly

    • 4.8/5
    • (83 jobs)
    Do you need high-quality SEO friendly content on personal finance, investing, or business? Do you want articles that rank in Google search and drive traffic to your site? Look no further! I provide my clients with content that drives tens of thousands of site visits every month. We might be a great fit for each other if you need: ✅Financial product reviews - from credit cards, to personal loans and mortgages ✅Search engine optimized, informative personal finance content that’s easy to read and digestible ✅Investing content that’s understandable, and doesn’t make your readers fall asleep ✅High quality, original blog posts on personal finance, real estate, or investing, with fast turnarounds ✅Content that retains readers, and lowers your bounce rate But don’t just take my word for it, look at what my customers have to say: ⚡Zach is a very apt and capable writer. Not only is he clear and communicative but I found him to be very conscientious and eager to provide work that reflects our standards and requirements. ⚡Zach did strong work on a complex topic and I'd hire him again ... in fact, I did hire him again! ⚡Zach is a great writer. You won't be disappointed. Have a project you’d like me to work on? Click on the green ‘Invite to Job’ button, and send me a message with some basic details, including what type of content you’d like covered, the platform it will be published on, and any brand specific info that will give me a better understanding of what you’re looking for. I look forward to hearing from you! Areas of expertise: Finance, Personal Finance, Investing, Investment, Article, Blog Posts, Fintech, Review, Brokerages, Bank Accounts, Personal Loans, Credit Cards, Mortgages, Real Estate, Accounting, Insurance, CPA, Tax, Small Business, Mergers and Acquisition (M&A), Corporate Finance
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    SEO Writing
    Finance
    Content SEO
    Finance & Accounting
    Personal Finance & Wealth Management
    Content Writing
    Article Writing
    Copywriting
    Blog Writing
    Search Engine Optimization
    English
    Real Estate
    Financial Writing
    Business Writing
    Blog Content
  • $100 hourly

    • 4.5/5
    • (6 jobs)
    I am a QuickBooks ProAdvisor offering QuickBooks Online bookkeeper services. I have experience working with non-profits as well as small and medium sized businesses. I offer personalized service for my clients. I value integrity, transparency, and excellence. I am also a certified YNAB budgeting coach. I help clients set up their You Need a Budget (YNAB) accounts and train them in best use of the system as well as budgeting techniques which provides clarity and control over their finances. I was a professional organizer in a prior career and bring all of my skills and expertise to everything I do.
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    Nonprofit Organization
    QuickBooks Online
    Organizer
    Google Sheets
    Bookkeeping
    Bank Reconciliation
    Accounts Payable
    Microsoft Excel
    Accounts Receivable
  • $48 hourly

    • 4.7/5
    • (351 jobs)
    Industries I specialize in - Service Industries, Law Firms, Restaurants, Health Practices, E-Commerce, Marketing, Manufacturing & Retail *****I'm located in the East Coast; My Availability is Monday through Saturday 10am Est time to 10pm Est Time to accommodate West Coast Clients***** Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Software Systems Experience QuickBooks Online, Wave, Bill.com, Expensify, Slack, HubDoc, Google Drive, Dropbox, ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex, Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Saga, TrialWorks, LawPay, Clio, Lockbox Application, Toast, Cohesion for Restaurants, Square, Stripe, Square, Salesforce Full-service bookkeeping & Payroll Services for all clients will include the following - 1.Reviewing your books line by line to categorize any past transactions and reconcile your accounts 2.Ensure the accuracy of your books by maintaining your accounts throughout each month 3.Provide a seamless bookkeeping experience through communication between me and the client 4.Monitor the health of your business by running and reviewing monthly reports 5.Prepare you for tax time with a customized year-end review to hand off to your tax accountant 6.Provide ongoing support via on-demand chat and scheduled video conference. 7. Process payroll and Prepare 1099s if needed 8. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 9. I have certification in - QuickBooks, Wave, Payroll
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    Xero
    Data Analysis
    Gusto
    Intuit Quicken
    Bill.com Accounts Payable
    Bill.com Accounts Receivable
    Accounts Payable Management
    Financial Reporting
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Microsoft Excel
  • $60 hourly

    • 5.0/5
    • (18 jobs)
    I have a passion to help others achieve financial success. I can help high schoolers, young adults, married couples, people who are traveling and working remotely, really anyone who has ever asked "Why did I not learn this stuff in school?!" fits my ideal client. In our sessions, you will learn basic money concepts and begin formulating a plan to achieve financial freedom. We will go over the money pitfalls you or your family are currently facing and address these issues head-on. We will then discuss ways to increase income, save, build wealth, and find ways to make money work for you. I have also worked for almost a year now as a freelance content writer. I have created hundreds of pieces of content for several clients.
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    Instructional Design
    Curriculum Design
    Career Coaching
    Finance & Accounting
    Curriculum Development
    Behavioral Finance
    Online Instruction
    Writing
    Curriculum Mapping
    Coaching
    Face-to-Face Instruction
    Curriculum Plan
    Life Coaching
    Content Writing
    Financial Writing
  • $100 hourly

    • 5.0/5
    • (5 jobs)
    Hattie Wright is a Senior Vice President and portfolio manager at Ingalls & Snyder. Hattie and her team develop custom investment portfolios and provide personalized service to individuals and businesses. As a CERTIFIED FINANCIAL PLANNER™ professional, she provides advice on a wide array of topics including retirement planning, Medicare planning, tax planning and budgeting. Prior to joining Ingalls & Snyder, Hattie served as Managing Director of Mountain State Analytics, LLC, an investment advisory firm located in Morgantown, West Virginia. There she provided clients with financial and investment advice, and managed the firm on a day-to-day basis, overseeing its compliance, accounting, and trading activities. Hattie also does financial projects on the side such as bookkeeping, account reconciliation, bill payment, and virtual assisting.
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    Investment Portfolio Review
    Investment Research
    Financial Consulting
    Finance & Accounting
    Financial Trading
    Financial Planning
    Bookkeeping
    Bank Reconciliation
  • $125 hourly

    • 5.0/5
    • (30 jobs)
    I am a small business owner and small business coach. I specialize in financial strategy and bookkeeping set-up. I have a collaborative approach and work closely with my clients to ensure they're able to perform bookkeeping tasks confidently and interpret financial reports. Services include: Financial strategy Budgeting Custom Chart of Accounts Quickbooks Clean Up QuickBooks Report Training QuickBooks Bookkeeping Training Help with Basic Accounting Principles
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    Small Business Administration
    Account Reconciliation
    HubSpot
    Jira
    QuickBooks Online
    Microsoft Project
    Financial Analysis
    Smartsheet
    Strategy
    Data Analysis Consultation
    Business Consulting
    Project Management
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
  • $80 hourly

    • 4.5/5
    • (161 jobs)
    I am a CPA with over 20 years of experience. I have been helping small businesses and individuals with their accounting and taxation needs in many industries including Real Estate and eCommerce and non-profit. I use innovation and technology and am proficient in QuickBooks, Wave, Xero, Excel and many other apps to streamline the bookkeeping process. I am an authorized IRS e-file provider and can prepare and file federal and state income taxes. I can help you run payroll and file sales tax returns in various states. Please contact me to discuss your project.
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    CPA
  • $35 hourly

    • 4.7/5
    • (471 jobs)
    With a Bachelor's degree in Accounting and Finance, I received CPA Excellence Award in Australia and I am an Advanced Certified QuickBooks ProAdvisor and currently working in California. Experience-wise, I have 20 years of accounting and finance experience gained from Big 4 and Fortune 500 corporations. Now I am running back office support company in Los Angeles providing bookkeeping, accounting, financial analysis, and outsourced controller services to small to mid-sized businesses locally and internationally. My service packages include: 1) Basic monthly bookkeeping This service is available for clients worldwide as long as you are using QuickBooks Online and provide monthly bank statements. Output includes a set of financial statements including Profit and Loss, Balance Sheet, and Cashflow Statement for your year-end tax filing. Additional graphs about your financial performance are also included. 2) Financial Planning & Analysis What do the numbers tell about your business? I analyze them, run a set of financial ratios and KPIs and give valuable insights about your business. These ratios help pinpoint areas in your business that require attention which ultimately results in increased profitability and productivity. 3) Outsourced Controller/CFO I provide on-site outsourced Controller/CFO services to station at your business (Los Angeles) or virtual controller/CFO service to help manage your accounting department, including reviewing and re-engineering the financial policies and procedures and providing advice on how to increase your profitability and productivity through best practices. 4) Business Consulting Service Other team members are professionals with over 25 years of experience in general management, accounting & finance, especially in the Mergers & Acquisitions field. We help provide hands-on management to your business or business advice as a virtual business consultant. Serving small businesses professionally both in Los Angeles and worldwide is my mission. Please drop me a line and let me know what I can do for you.
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    Financial Analysis
    Finance & Accounting
    Management Accounting
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Financial Report
    Financial Variance Analysis
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