Hire the best Personal Budgeting Freelancers in Tennessee

Check out Personal Budgeting Freelancers in Tennessee with the skills you need for your next job.
  • $125 hourly
    Are you a HIGH EARNER with even higher spending habits? Do you feel like you have NO CONTROL over your cash flow? Rather let SOMEONE ELSE manage your personal accounts so you can have your time back? If you are a busy professional with complex financials and limited time, I can help you: • Make sure your spending habits line up with your future financial plans. • Simplify your complex finances with concise analysis that creates financial clarity. • Save your most valuable asset—time—so you can pursue your passions and live life fully! 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. After a banking career that spanned more than two decades, I am an expert at bringing order, structure and clarity to personal finances. With my help, clients go from making last-minute, knee-jerk financial choices to having the insight they need to make intentional and informed decisions for their households. 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 30-minute 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 15-minute consultation call. ABOUT ME: Sara Hobbs is the CEO & 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.
    vsuc_fltilesrefresh_TrophyIcon Personal Budgeting
    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
  • $40 hourly
    I am an experienced bookkeeper and accounting professional with extensive experience in construction and real estate. I have my Bachelor of Business Administration in Accounting from The University of Memphis. I have experience and certification in using QuickBooks for all business needs. As a bookkeeper, I can assist you with tracking income/expenses, costs of good sold, reconciling accounts, preparing financial statements, and more. I have extensive skill in Microsoft applications including Excel and PowerBI.
    vsuc_fltilesrefresh_TrophyIcon Personal Budgeting
    Time Management
    Microsoft Excel PowerPivot
    Management Skills
    Bookkeeping
    Intuit QuickBooks
    Accounts Receivable
    Microsoft Excel
    Accounts Payable
    Account Reconciliation
  • $40 hourly
    Experienced Banking/BSA professional who can proficiently analyze various data sets for accuracy. During my 8 year banking career, I have developed many skills that will set me apart from others. Those skills include: •Laser-focused attention to detail •Organization •Scheduling •Driven by Deadlines •Multitasking •Creating Reports •Safely Handling Sensitive Information I also have 2 years of experience in graphic design. Very comfortable with Canva. I offer a premium service to my clients and offer quality products with swift turnarounds. I am very responsive + will be available M-F during normal business hours (Eastern Time Zone).
    vsuc_fltilesrefresh_TrophyIcon Personal Budgeting
    Canva
    Calendar Management
    Invoice
    Information Analysis
    Travel Planning
    Scheduling
    Financial Planning
    Anti-Money Laundering
    Budget
    Finance
    Microsoft Outlook
    Microsoft Excel
    Data Entry
    Microsoft Word
  • $100 hourly
    I am an educated business professional with experience in Microsoft Excel, Financial evaluation, and Microsoft Word, and I am a very personable individual.
    vsuc_fltilesrefresh_TrophyIcon Personal Budgeting
    Underwriting
    Virtual Assistance
    Financial Report
    Business Valuation
    Time Management
    Microsoft Word
    Finance
    Real Estate
    Investment Research
    Valuation
    Microsoft Excel
  • $20 hourly
    I am a mom that works full time but would like to make some extra money. I am interested in helping you complete tasks and projects that you either aren't sure how to do or do not have time to do. I took all available courses in high school for business, computers, and accounting. I received a CIT certification from the technical school I attended. I have worked in a variety of office settings. I worked the office at school, at a construction company, and now an office doing production accounting. I have been at the same company for 10 years. I have learned a wide variety of skills and completed many different types of projects. I also keep up with this financial records of our small personal business for taxes.. I am very fluent in the English language, along with proper grammer and spelling. I am interested in doing data entry, excel spreadsheets/workbooks, graphing information, resume writing, and many other similar tasks. If there is something you need that is not listed feel free to ask!
    vsuc_fltilesrefresh_TrophyIcon Personal Budgeting
    Marketing Analytics
    Resume Development
    Resume Design
    Microsoft PowerPoint
    Microsoft Publisher
    Spreadsheet Software
    Word Processors & Desktop Publishing Software
    Data Entry
    Microsoft Excel
  • $60 hourly
    Aerospace Industry CPA with a passion for helping individuals and organizations understand the financial and business implications of operational decisions
    vsuc_fltilesrefresh_TrophyIcon Personal Budgeting
    Tax Planning & Advisory
    CPA
    Personal Finance & Wealth Management
    Budget
    Tax Preparation
  • Want to browse more freelancers?
    Sign up

How hiring on Upwork works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by 5M+ businesses