Hire the best Personal Budgeting Freelancers in California

Check out Personal Budgeting Freelancers in California with the skills you need for your next job.

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$50 hourly
Benjarong M.
- 5.0/5
- (11 jobs)
💯 % Job Success!! Expert video editor and motion graphic creator who loves to create your vision into live. Want to know more? ✅ See below ! :) ----------------------------------------------------------------------------------------------------------------- 👋 Hello, My name is Benjarong Milman, or call me Benji. I am an expert video editor with a strong background in Motion Graphics who can brings your visuals into life. I love storytelling in video editor as well as create 2D motion graphic to make your video having an impact dynamic. I develop on creating content, whether it's for global brands or individual creative projects. Over 15 years of experiences in video editing and motion graphics. I am a now full-time freelancer. I fall in love with remote work which give me a freedom of time and places I desire to work. 👩‍💻 I'm originally from Thailand, I have lived in Los Angeles since 2015; I've collaborated with clients mainly in the US, the UK, Israel, and around the globe if the opportunities come. I've maintained a 100% Job Success Rate on Upwork for the past years by fully investing in any project I work on and always prioritizing clear communication with all my clients. I'm high expectations with advanced Adobe Suite skills and timely delivery of stunning visual content? If that's what you need, message me, and let's hop on the call to discuss your next project! Friendly, :)) Benji

Personal Budgeting
English to Thai Translation
Amazon Seller Central
TikTok Marketing
GPT-4
Adobe Premiere Pro
Travel Planning
Video Editing
Project Budget
Motion Graphics
Budget Management
Midjourney AI
Adobe After Effects
Canva
Adobe Photoshop
$120 hourly
Mandy D.
- 5.0/5
- (5 jobs)
Hi, I'm Mandy. I have worked as a Financial Analyst for over 9 years at a fast-paced, rapidly growing SaaS company. Throughout my time, I have gone through an IPO, back to private, and through an additional acquisition by a private equity firm. I have been involved in M&A, budget/forecasting, long-term financial models, an Adaptive Planning integration, & multiple ad-hoc financial models. I worked with the R&D, Engineering, and Customer Service teams and am currently on the Corporate Finance side. I've also worked as a consultant doing financial modeling for a smart city network company, as well as, a Construction SaaS public company and a small fitness business. I run my own online retail business and manage all operations, finances, projections, and accounting. Below are my areas of excellence:  Highly Effective Communication Skills  Expertise in financial modeling, budgeting/forecasting, and financial planning  Self-Motivated and Diligent  Detail Oriented  Results Driven  Proficient in Microsoft Office Suite, Adaptive Planning, and Netsuite

Personal Budgeting
Financial Projection
Financial Modeling
Financial Report
Business Modeling
Budget Management
Financial Planning
$180 hourly
Vera P.
- 5.0/5
- (11 jobs)
Numbers tell a story - I make sure it’s one that drives growth, secures funding, and keeps businesses on track. With over 17 years of experience in corporate finance, I’ve helped startups and mid-market companies scale, navigate complex financial challenges, and make strategic decisions with confidence. Whether it’s financial modeling, cash flow forecasting, investor relations, or M&A support, I bring clarity to financials and turn them into actionable insights. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈 𝐎𝐟𝐟𝐞𝐫: 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠: 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘔𝘰𝘥𝘦𝘭𝘪𝘯𝘨 & 𝘍𝘰𝘳𝘦𝘤𝘢𝘴𝘵𝘪𝘯𝘨: Custom financial models to guide business growth and financial stability. 𝘉𝘶𝘥𝘨𝘦𝘵𝘪𝘯𝘨 & 𝘊𝘢𝘴𝘩 𝘍𝘭𝘰𝘸 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨: Strategic planning to optimize cash flow and ensure long-term success. 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘗𝘭𝘢𝘯𝘴 & 𝘗𝘪𝘵𝘤𝘩-𝘋𝘦𝘤𝘬 𝘗𝘳𝘦𝘱𝘢𝘳𝘢𝘵𝘪𝘰𝘯: Crafting investor-ready business plans and presentations that capture attention. 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘍𝘪𝘯𝘢𝘯𝘤𝘦 𝘚𝘵𝘳𝘢𝘵𝘦𝘨𝘺: Strategic coaching on profitability, growth, and financial management. 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐓𝐚𝐱 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘛𝘢𝘹 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨: Tailored strategies for minimizing taxes and maximizing opportunities in international markets. 𝘊𝘰𝘮𝘱𝘢𝘯𝘺 𝘙𝘦𝘨𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯:Expert assistance in setting up and structuring businesses across borders. 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘉𝘢𝘯𝘬𝘪𝘯𝘨: Guidance on establishing and managing international bank accounts and transactions. 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐂𝐨𝐚𝐜𝐡𝐢𝐧𝐠: 𝘉𝘶𝘥𝘨𝘦𝘵𝘪𝘯𝘨 𝘊𝘰𝘢𝘤𝘩𝘪𝘯𝘨: Personalized strategies for managing your finances effectively and reaching your goals. 𝘞𝘦𝘢𝘭𝘵𝘩 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨: Crafting clear plans to build and grow your personal wealth. 𝘙𝘦𝘭𝘢𝘵𝘪𝘰𝘯𝘴𝘩𝘪𝘱 𝘸𝘪𝘵𝘩 𝘔𝘰𝘯𝘦𝘺: Addressing the emotional and psychological aspects of your financial habits to create lasting change. 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈 𝐒𝐞𝐫𝐯𝐞: • Individuals seeking to improve personal financial clarity and wealth planning • Tech Startups, Consumer Products, Fashion, Manufacturing, and more • Entrepreneurs & Business Owners looking to scale or expand internationally • Corporate Executives requiring financial strategy for growth or cross-border operations 𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐌𝐞? I take a holistic approach to finance, addressing both personal and business needs. Whether you’re an individual striving for financial independence or a business navigating international growth, I provide strategic, actionable solutions backed by global expertise across the US, Europe, and the Middle East. 𝐂𝐨𝐦𝐦𝐢𝐭𝐦𝐞𝐧𝐭 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: My commitment doesn’t end with project delivery. I offer follow-up consultations and minor adjustments to ensure you’re completely prepared for your next step, whether that’s securing investors or achieving personal financial goals. 𝐓𝐨𝐨𝐥𝐬 & 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐈 𝐋𝐞𝐯𝐞𝐫𝐚𝐠𝐞: Personal Finance Tools: Excel, Google Sheets, Wave, Xero, QuickBooks Project Management: Trello, Monday, Jira, Asana Corporate Finance & Strategy: Financial modeling, budgeting, cash flow planning, business plans International Business: Tax planning, company registration, international banking 𝐋𝐞𝐭’𝐬 𝐁𝐮𝐢𝐥𝐝 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐅𝐮𝐭𝐮𝐫𝐞 𝐓𝐨𝐠𝐞𝐭𝐡𝐞𝐫: As a Holistic Finance Expert, I bring a full-spectrum approach to both personal finance and corporate strategy. From financial coaching to international tax and business services, I’m here to help you succeed on every level. Let’s work together to achieve financial clarity and growth.

Personal Budgeting
Personal Development
Personal Finance
Financial Plan
Elevator Pitch
Pitchbook
Pitch Deck
Life Coaching
Coaching
International Taxation
Budget Management
Financial Modeling
Financial Planning
Business Plan
$100 hourly
Amanda P.
- 5.0/5
- (88 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.

Personal Budgeting
Google Sheets
Cash Flow Analysis
Microsoft Excel
Data Entry
Bookkeeping
Budget Management
Bank Reconciliation
$150 hourly
Abel M.
- 5.0/5
- (4 jobs)
⭐️⭐️⭐️⭐️⭐️ "𝐀𝐛𝐞𝐥’𝐬 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐭𝐞𝐚𝐦 𝐰𝐞𝐫𝐞 𝐚 𝐡𝐮𝐠𝐞 𝐥𝐢𝐟𝐞𝐬𝐚𝐯𝐞𝐫…𝐭𝐡𝐞𝐲 𝐜𝐥𝐞𝐚𝐧𝐞𝐝 𝐮𝐩 𝐨𝐮𝐫 𝐞𝐧𝐭𝐢𝐫𝐞 𝐦𝐞𝐬𝐬𝐲 𝟐𝟎𝟐𝟒 𝐐𝐁𝐎 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐬 𝐫𝐢𝐠𝐡𝐭 𝐢𝐧 𝐭𝐢𝐦𝐞 𝐟𝐨𝐫 𝐭𝐚𝐱 𝐭𝐢𝐦𝐞! 𝐌𝐲 𝐂𝐏𝐀 𝐰𝐚𝐬 𝐯𝐞𝐫𝐲 𝐡𝐚𝐩𝐩𝐲 𝐰𝐢𝐭𝐡 𝐀𝐛𝐞𝐥’𝐬 𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐨𝐟 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠. 𝐇𝐢𝐠𝐡𝐥𝐲 𝐫𝐞𝐜𝐨𝐦𝐦𝐞𝐧𝐝𝐞𝐝 𝐚𝐧𝐝 𝐰𝐞’𝐥𝐥 𝐛𝐞 𝐮𝐬𝐢𝐧𝐠 𝐭𝐡𝐞𝐦 𝐦𝐨𝐧𝐭𝐡𝐥𝐲 𝐧𝐨𝐰 𝐭𝐨 𝐚𝐯𝐨𝐢𝐝 𝐚𝐧𝐨𝐭𝐡𝐞𝐫 𝐦𝐞𝐬𝐬." - 𝐉𝐨𝐬𝐞𝐩𝐡 𝐒 (𝐆𝐞𝐧𝐞𝐫𝐚𝐥 𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐜𝐥𝐢𝐞𝐧𝐭) Good news: we charge flat-rate NOT hourly! No more expensive surprises! If you’re tired of running business money-blind, or your bookkeeper isn’t energetic, responsive, and helping you make MORE money, it’s time you make a change. I turn messy business numbers into easy Quickbooks Online financial reports that you can use to make higher profits and better decisions. I will streamline your entire bookkeeping process so you can focus on what you do best: making money, taking care of customers, and living your best life. Money money, less headache, and a business that’s all yours to run. What I Do: 💡 Monthly Flexible Bookkeeping - Starting at only $300/mo: - Get a dedicated bookkeeping team that updates your accounting weekly - Prompt financials each month by the 10th - Flexible add-ons, like: - Monthly Calls, Slack direct access “Ask your Accountant”, Inventory Reconciliations, AR/AP Aging Analysis, Cashflow Statements, Operating Expense Reports - One-time financial clean-ups (i.e. 12 month catch-up) + claim our bulk Volume Discount 💡 Fractional CFO - Starting at $875/mo (or $150/hr): - QuickBooks Online setup, migration, and training for teams. - Custom CFO reports, budget planning, & analytics to drive profitable decision-making - Cashflow optimization consulting - Emergency audit assistance with the IRS comes knocking How It Works: 1. Message me on Upwork: Briefly tell me about your financial goals. 2. Let’s schedule a call: We’ll discuss your needs in detail and see if my team is a good fit for you. 3. Start your project: Watch as we tackle your financial hurdles and take away the headache! Let’s chat, no strings attached - my door is always open! Message me!

Personal Budgeting
Finance & Accounting
Financial Report
Budget Planning
Business Consulting
Financial Analysis
Bookkeeping
Financial Planning
Accounting
Business Coaching
$125 hourly
Claire C.
- 5.0/5
- (4 jobs)
Founder of My big Rich Life, I am a Certified Money Coach (CMC®) and an Accredited Financial Counselor (AFC®) who has worked with over 250 clients around the United States and Canada in addressing both the practical and emotional sides of money! Services I provide: 1. Monthly Money Coaching Memberships: monthly 1:1 calls, Mon- Friday messaging support, personalized money guidance (shame and judgement free!), weekly accountability, group co-working sessions, and much more. 2. Money Clarity Sessions (60min): A focused 1-on-1 session where we identify your current financial situation, biggest leaks, and opportunities. Comes with a 1-page actionable summary. 3. Creating Your Personalized Money Roadmap (Four, 60min sessions): A custom plan covering spending plan, debt reduction plan, savings, retirement review, and more (depending on your life goals). 4. Money Coaching Core Process (Three 60min sessions to uncover limiting money beliefs, map them out, understand your Money Archetypes, create a plan for changing money habits, and much more!) 5. Monarch Money Support Services: full account setup, spending plan customization, account cleanup, goal planning, migration help (from other platforms),

Personal Budgeting
Cash Flow Modeling
Cash Flow Analysis
Budget Planning
Budget Management
Communication Skills
Coaching Session
Coaching
Finance
Behavioral Finance
Personal Finance
Financial Presentation
Life Coaching
$80 hourly
Erika A.
- 5.0/5
- (2 jobs)
Accomplished People Operations, Talent & Engagement leader, results-oriented with a track record of developing successful programs & strategies, while collaborating with executives from various business sectors. Created innovative employee engagement programs, including on-the-spot recognition and manager training, resulting in a positive impact on employee retention goals. Ability to nurture & cultivate relationships for a growing organization. Developed a job training program for underserved communities. Passionate about helping people succeed on their career journey.

Personal Budgeting
Life Coaching
Problem Solving
Budget Proposal
Culture
Human Resource Information System
Project Management
Employee Engagement
Organizational Development
Leadership Training
Recruiting
Employee Relations
$45 hourly
Elisse B.
- 0.0/5
- (0 jobs)
Hi there! I'm Elisse, a dedicated bookkeeper who genuinely cares about the success of your business. I specialize in working with sole proprietors and small business owners, offering more than just accurate financial records—I provide peace of mind and a trusted partnership. What I Offer: Accurate Bookkeeping: Timely and precise tracking of your financial transactions. Reconciliation: Keeping your accounts in sync for smooth operations. Financial Clarity: Easy-to-understand reports to help you make informed decisions. Personalized Support: Tailored services that adapt as your business grows and evolves. Why Work With Me? I believe in building strong, lasting relationships with my clients. I take the time to understand your goals and challenges so I can offer solutions that truly fit your needs. Think of me as an extension of your team—someone who’s as invested in your success as you are. Let’s connect and create a bookkeeping plan that works perfectly for you and your business!

Personal Budgeting
Small Business Administration
Sole Proprietorship
Financial Reporting
Budget Management
Accounts Receivable Management
Accounts Payable Management
Chart of Accounts
Account Reconciliation
Payroll Reconciliation
Payroll Accounting
Inventory Management
QuickBooks Online
Accounting Basics
Bookkeeping
$100 hourly
Yash P.
- 0.0/5
- (0 jobs)
CFA Holder with 7 years of portfolio management experience. Specialized in Wealth Management, Retirement Planning, Trust/Estate/Family Office Investing and Planning, Personal Finance and more! I am also open to working on smaller personal finance plans if it could be the right fit and size. CFA Holder with Series 7 and 66 Certifications NYU Stern Finance/Economics with 7 years work experience Proficient in Financial AI Tools, Crypto/Blockchain and their Implementation Knows Excel, Factset, Bloomberg, Salesforce Lightning

Personal Budgeting
Budgeting & Forecasting Software
Budget Planning
Budget Management
Financial Planning
Investment Strategy
Portfolio Management
Personal Finance & Wealth Management
Finance
Chartered Financial Analyst
$80 hourly
Helen L.
- 0.0/5
- (0 jobs)
I'm a finance expert that is interested in project and financial management. I am willing to learn and gain more experience in all other aspects. Let me help you with your business opportunities!

Personal Budgeting
Budget
Budgeting & Forecasting Software
Budget Planning
IT Project Management
Project Management Support
Project Management
Financial Analysis
Finance & Accounting
Business Coaching
Financial Planning
$150 hourly
Katie J.
- 0.0/5
- (0 jobs)
With 20+ years in Wealth Management, I specialize in driving growth through strategy, communications, and organizational development. As a results-focused leader, I’ve built and led high-performing teams, developed scalable people strategies, and implemented systems that drive efficiency, engagement, and business success. I offer Fractional CPO services, including: ✔️ Leadership & People Development ✔️ Recruiting & Talent Strategy (Hourly-Based, No Finder’s Fees) ✔️ Employee Engagement & Culture Transformation ✔️ Succession Planning & Organizational Design ✔️ Performance & Change Management I’ve spent the last four years as a President, understanding firsthand how people drive efficiency and scalability. Whether coaching executives, streamlining HR operations, or building leadership pipelines, I bring grit, hustle, and heart to every challenge. 📍 Dedicated mom, avid Pilates enthusiast, and beachgoer—balancing strategic vision with real-world execution. Let’s build something great together!

Personal Budgeting
EOS
HR & Business Services
Organizational Design & Effectiveness
Organizational Behavior
Business Coaching
People Management
Employee Onboarding
Executive Coaching
Leadership Coaching
Recruiting
Employee Communications
Employee Engagement
Organizational Development
$40 hourly
Brandon L.
- 0.0/5
- (0 jobs)
I have extensive experience in federal, state, and local government with an emphasis in budget management, policy analysis, and fiscal management. I am proficient in several government and private sector computer programs, and have worked on several projects as a fiscal and end user consultant for the design and implementation new financial systems.

Personal Budgeting
Cost Analysis
Finance
Budgeting & Forecasting Software
Public Administration
Government & Public Sector
Budget Planning
Budget Management
Management Consulting
Financial Planning
$60 hourly
Karla G.
- 0.0/5
- (0 jobs)
I specialize in delivering exceptional client experiences through professional, attentive and solutions-focused service. I'm a seasoned client service leader with over 20 years of experience driving exceptional client experiences through strategic, solutions-oriented support. Known for cultivating trust, deepening client relationships, and consistently delivering on what can be done-no matter the challenge. Leverage sharp analytical insight to evaluate and optimize workflows, identify inefficiencies, and implement strategic improvements that drive operational excellent and elevate the client experience. Strong leader with a track record coaching high-performing teams, fostering a culture of accountability, and delivering client-first solutions with unwavering dedication. ✓ Client Relationship Management ✓ High-Touch Client Service & Communication ✓ Investment Operations Support ✓ Financial Account Onboarding & Maintenance ✓ Financial Product Knowledge (IRAs, Trust, Brokerage Accounts) ✓ Process Improvement & Workflow Optimization ✓ CRM Systems & Custodians (Salesforce, Tamarac, Fidelity, Schwab) ✓ Scheduling & Calendar Coordination ✓ Initiative & Problem-Solving ✓ Confidentiality & Discretion ✓ Time Management & Prioritization ✓ Professional Email & Phone Etiquette ✓ Faith-Based Financial Coaching ✓ Money Mindset Coaching ✓ Virtual Business Support ✓ Bilingual (English/Spanish)

Personal Budgeting
Coaching
Problem Solving
Administrative Support
Email Management
Spanish
Calendar Management
Scheduling
Finance
Financial Consulting
Customer Care
Client Management
Time Management
Life Coaching
$50 hourly
Hilda H.
- 0.0/5
- (0 jobs)
I am a senior account manager in a business manager firm with a BS degree in business. I have experience in banking and business management for ore than 20 years and great with organizing the books and budgeting.

Personal Budgeting
Accounting
Light Bookkeeping
Accounts Payable
Accounts Receivable
Account Management
Bookkeeping
$56 hourly
Tanisha G.
- 0.0/5
- (0 jobs)
Professional Skills & Expertise Communication & Relationship Management – Strong ability to engage with clients, colleagues, and stakeholders effectively. Project Coordination & Execution – Experienced in managing tasks, timelines, and objectives to ensure successful project outcomes. Sales & Business Development – Skilled in identifying opportunities, generating leads, and building lasting client relationships. Problem-Solving & Strategic Thinking – Adept at analyzing challenges and finding effective solutions. Leadership & Team Collaboration – Proven ability to work cross-functionally and lead initiatives. Technical Proficiency – (If applicable) Familiarity with specific tools, software, or industry technologies. Relevant Experience Sales Liaison Experience – Supporting sales teams, managing client relationships, tracking performance, and assisting with strategic planning. Project Management Experience – Overseeing projects from start to finish, ensuring deadlines are met, and maintaining quality standards. E-Commerce & Business Growth – Experience in selling online, optimizing sales strategies, and handling customer engagement. Virtual Assistance & Administrative Work – Providing remote support, handling scheduling, data entry, and assisting with operational needs.

Personal Budgeting
Virtual Assistance
General Transcription
Data Entry
Written Comprehension
Forecasting
Financial Management
Communication Skills
Decision Making
Change Management
Business Management
Accounts Receivable
Accounts Payable
Accounting
$50 hourly
Maureen L.
- 4.5/5
- (2 jobs)
Multiple industry expert. To name a few, construction, wholesale, manufacturing, auto industry and more. QuickBooks Expert!! - Intuit ProAdvisor CTEC Certified Data setup, install, integration, repair and corporate training!! SPECIALIZE IN ACCOUNTING PROCEDURE DOCUMENTATION I have also trained ProAdvisors and have done team training, new software implementation (transfer data from other software such as Sage). Bookkeeping and complex financial statement management and reporting. I can also help you upgrade your QB's software at the lowest cost allowed for ProAdvisors with Intuit.

Personal Budgeting
Quantitative Finance
Corporate Finance
Managerial Finance
Intuit QuickBooks
Budget Management
Bookkeeping
$60 hourly
Scott H.
- 4.5/5
- (50 jobs)
I have qualifications in the financial industry primarily in personal budgeting and investing. Recently obtained my Masters Degree in Finance and Business Administration.

Personal Budgeting
Blog Writing
Article Writing
Content Writing
Financial Analysis
Financial Planning
Investment Preparation
Google Slides
Investment Research
Microsoft PowerPoint
Microsoft Excel
Google Sheets
$55 hourly
Tania M.
- 0.0/5
- (0 jobs)
I am a creative, first-gen, bilingual Latina with a passion for storytelling through social media and event production. I specialize in bringing visions to life—uniting communities through vibrant, memorable events filled with food, music, and local businesses. With a talent for crafting engaging social media content, I help brands amplify their voice and create meaningful connections. Let's collaborate to make your next event or campaign a standout success! My previous work in both event production and creative services with startups in Long Beach, CA and Portland, OR - contributing to both their exponential growth and success - has helped me develop the experience that I have today. Now I offer my skills as a freelance, working for a variety of clients and brands.

Personal Budgeting
Event Planning
Task Coordination
Travel Planning
Administrative Support
Email Communication
CRM Software
Project Management
Microsoft Excel
$20 hourly
Kissa C.
- 5.0/5
- (1 job)
I am currently in University of California Irvine studying Business Economics. From working at a fast food restaurant I have gained good leadership skills. I have good people skills since I had to always talk to customers I am very open to learning and taking on new skills. I am looking to get more experience and exposure to the business world specifically in fashion. I am always on top of the latest trends and styles. Over the years I have curated my own style and would love to help others have that too. I am also very knowledgeable about different types of styles so I can help with that if you already have something in mind.

Personal Budgeting
Fashion & Beauty
Microsoft Excel
Budget Management
Google Shopping
Organizer
Data Entry
$21 hourly
Tyler N.
- 0.0/5
- (0 jobs)
I'm a Writer and Creative Developer who's passionate with Health & Wellness, as well as Personal Finance. Whether you're looking for creative collaboration or someone to spearhead your project - I'm the person for the job. Experience in Outreach, Engagement, and Personal & Business Finance You can expect efficiency, quality, and great communication

Personal Budgeting
Copywriting
Project Management
Budget Planning
Personal Finance & Wealth Management
Community Engagement
Creative Writing
Writing
Creative Direction
$20 hourly
Ayaz M.
- 0.0/5
- (0 jobs)
Title: CPA Candidate | Financial Reporting, Budgeting & Bookkeeping Expert Overview: Hi, I’m Ayaz — a detail-driven accountant with 5+ years of experience in financial audits, financial reporting, and budgeting. I’ve worked with individuals, and both private and public companies, helping clients gain clarity, control, and confidence over their financials. Whether you're a small business owner needing clean books, a startup looking to build out budgets, or a solo entrepreneur who wants someone to handle the numbers — I’ve got you covered. Here’s how I can help you: ✔️ Monthly bookkeeping (QuickBooks Online, Xero) ✔️ Custom budget plans & cash flow forecasts ✔️ Financial statement preparation and cleanup ✔️ Accounting system setup & migration ✔️ Internal control and SOX support (for growing teams) ✔️ Ad-hoc financial analysis and reporting packages Why work with me? I’ve spent years auditing and advising businesses across industries. I know what investors, lenders, and tax pros want to see — and I’ll help you get there. Expect clear communication, fast turnaround, and numbers that make sense. 📍 Based in Orange County, CA 🎓 CPA Candidate | Former Big 4 & Crowe LLP 🧾 Specialized in GAAP compliance, budgeting, and reporting Let’s simplify your finances so you can focus on what matters most. Send me a message and let’s talk about how I can support your individual and/or business goals.

Personal Budgeting
Personal Finance & Wealth Management
Personal Finance
Technical Accounting
Financial Accounting
Finance & Accounting
Forensic Accounting
Payroll Accounting
Accounting Software
Accounting Principles & Practices
Accounting Tools Setup
Accounting Advisory
Financial Audit
Accounting
Management Accounting
$16 hourly
Britani Z.
- 0.0/5
- (1 job)
Highly analytical individual with 8+ years of experience in administrative & sales support for diverse and professional work environments. Seeking to help you deliver in meeting business objectives while being in a position that enables me to use my adaptable personality & organizational skills.

Personal Budgeting
Interpersonal Skills
Scheduling
Expense Reporting
Leadership Skills
Training & Development
Salesforce
Adobe Acrobat
Sales Presentation
Inventory Report
Sales
Administrative Support
System Administration
Receptionist Skills
Marketing
$20 hourly
Becca P.
- 0.0/5
- (0 jobs)
Becca Petty – Creative Producer & Virtual Assistant Hello! My name is Becca Petty, and I am a film student at the Snyder School of Cinema and Media Arts at Biola University, pursuing a Bachelor's degree with a concentration in Entertainment Business. I am a versatile and results-driven creative producer specializing in short-form creative and commercial content for digital advertising and social media. With a strong background in content development, multimedia marketing, and project management, I excel in collaborating with brands, clients, and creative teams to develop impactful campaigns and produce dynamic content. I am passionate about storytelling, aesthetics, and collaboration, and I am eager to bring creativity and strategic vision to your company. Skills & Expertise: Content Creation & Production: Experienced in producing films, music videos, commercials, and short-form media. Project Management: Skilled in organization, leadership, and communication to oversee projects from concept to execution. Marketing & Branding: Adept at conducting market research, designing branded content strategies, and preparing pitch decks/client proposals. Social Media Strategy: Experienced in managing social media accounts, creating content plans and schedules, producing UGC content. Technical Proficiency: Proficient in various software, with technical skills in videography and video editing (Adobe Premiere Pro, Canva, Meta Business Suite). Collaboration & Communication: Ability to work with diverse teams to execute creative and business strategies effectively. I currently work as a contract creative producer, project manager, and social media manager, helping businesses and individuals grow their online presence. I am open to new opportunities and would love to connect! God Bless, Becca Petty

Personal Budgeting
Content Management
Content Editing
Social Media Content
Content Development
Film Production
Copywriting
Project Management
Film & Video
Branding & Marketing
Marketing
Digital Marketing Strategy
$80 hourly
Juventino G.
- 0.0/5
- (0 jobs)
I'm a mid-career professional with over 15 years of accounting experience. I'm passionate about explaining how your financials work and why your tax numbers are what they are. So If you'd like to learn the ins and outs of your financial numbers then come on this journey with me. Here's a little about my background so you get a better picture of my qualifications. Since 2010 I've been bootstrapping my tax prep business. I've taken the requisite qualifying 60-hour training required by the California Tax Education Council (CTEC) and subsequent continuing education of a minimum of 20-hours per year (but I do way more than that) and have participated in the IRS's Annual Filing Season Program (AFSP) since its inception. Over the years the scope of my business has grown as well as my year-over-year revenues. Wanting to further my knowledge about accounting and how to manage a business I pursued a Master of Accountancy (MAcc) which I graduated with in 2016. I quickly found out after starting that graduate program that I wasn't learning how to effectively manage a business but rather was gaining more hard skills in accounting that would help me offer a wider range of tax preparation work to include small and medium sized privately held businesses and of course accounting and bookkeeping services. Armed with my newfound knowledge from earning the MAcc degree and realizing that I didn't know squat about starting and managing a practice I enrolled and earned a Master of Business for Veterans (MBV) degree from USC Marshall School of Business. This experience has paid huge dividends in broadening my entrepreneurial mindset as well as my network. I became a QuickBooks ProAdvisor in 2017 and added bookkeeping services to my business and that has also grown over the past several years. I'm also a US Navy Veteran and am registered with the State of California as a Disabled Veteran Business Enterprise and also with the Small Business Administration as a Service Disable Veteran Owned Small Business. So if you're a partner in an accounting firm as a prime contractor chasing CA or Federal government contracts then I would definitely like to be one of your sub-contractors.

Personal Budgeting
Personal Finance & Wealth Management
Budget Planning
Business Coaching
Business Analysis
Process Improvement
Process Documentation
Process Development
Xero
Budget Management
Intuit QuickBooks
Bookkeeping
Tax Return
Accounting Software
Bank Reconciliation
$75 hourly
Araceli G.
- 0.0/5
- (0 jobs)
I'm a professional organizer, i develop systems in place to stay organize and have more affective ways of living and more effecient. Some of my skills i've develop over the years of working many different jobs and in businesses are the following: *Leadership skills, training and developing independent leaders. *Time management and scheduling *Marketing via social media and prospecting *Sales and setting up interviews and doing interviews *Customer service and Communication skills and communication is very important to me, so let's stay in touch.

Personal Budgeting
Communications Development & Testing
Communication Skills
Personal Development
Personal Business Plan
Interpersonal Skills
Personal Administration
Organizer
Social Media Lead Generation
Digital Marketing
Digital Marketing Strategy
Marketing
Telemarketing
Lead Generation
Sales Lead Lists
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