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
- 5.0/5
- (24 jobs)
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.Personal Budgeting
Risk ManagementPersonal Finance & Wealth ManagementBookkeepingFinancial Statements PreparationPersonal FinanceIntuit QuickenIntuit QuickBooksCash Flow AnalysisBudgeting & Forecasting SoftwareFinancial StatementStrategyBudget PlanningProblem ResolutionFinancial Consulting - $40 hourly
- 5.0/5
- (6 jobs)
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.Personal Budgeting
Time ManagementMicrosoft Excel PowerPivotManagement SkillsBookkeepingIntuit QuickBooksAccounts ReceivableMicrosoft ExcelAccounts PayableAccount Reconciliation - $40 hourly
- 5.0/5
- (1 job)
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).Personal Budgeting
CanvaCalendar ManagementInvoiceInformation AnalysisTravel PlanningSchedulingFinancial PlanningAnti-Money LaunderingBudgetFinanceMicrosoft OutlookMicrosoft ExcelData EntryMicrosoft Word - $100 hourly
- 5.0/5
- (1 job)
I am an educated business professional with experience in Microsoft Excel, Financial evaluation, and Microsoft Word, and I am a very personable individual.Personal Budgeting
UnderwritingVirtual AssistanceFinancial ReportBusiness ValuationTime ManagementMicrosoft WordFinanceReal EstateInvestment ResearchValuationMicrosoft Excel - $20 hourly
- 5.0/5
- (1 job)
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!Personal Budgeting
Marketing AnalyticsResume DevelopmentResume DesignMicrosoft PowerPointMicrosoft PublisherSpreadsheet SoftwareWord Processors & Desktop Publishing SoftwareData EntryMicrosoft Excel - $60 hourly
- 0.0/5
- (0 jobs)
Aerospace Industry CPA with a passion for helping individuals and organizations understand the financial and business implications of operational decisionsPersonal Budgeting
Tax Planning & AdvisoryCPAPersonal Finance & Wealth ManagementBudgetTax Preparation Want to browse more freelancers?
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