Hire the Best Personal Budgeting Freelancers in Texas

I build clean, easy-to-use Excel spreadsheets that help people stay organized, track money, and automate calculations without confusion. I specialize in budget trackers, bill trackers, goal-tracking spreadsheets, and custom Excel solutions designed to reduce manual work and prevent costly mistakes. My focus is on clarity, structure, and systems that actually get used — not overcomplicated dashboards. What I can help you with: • Personal & monthly budget spreadsheets • Bill and expense tracking • Custom Excel trackers and calculators • Fixing broken formulas and improving existing sheets • Spreadsheet automation using formulas I communicate clearly, deliver fast, and make sure you fully understand how your spreadsheet works. If you want a simple, reliable Excel system tailored to your needs, I’ve got you covered.

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

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.

Seamless Financial Management and Executive Support converge. Elevate your business with a bookkeeper who not only balances the books but also streamlines your administrative tasks, ensuring operational harmony and empowering you to focus on what truly matters – driving your business forward with confidence. As a Bookkeeping Services professional with a strong background in Senior Executive Support, I'm here to transform your professional life. Allow me to take these responsibilities from your desk to mine: • Project Management • Data Entry including Financial Reports & Statements • Budget & Finance Support • Logistics Support • Bookkeeping, AP/AR • Quickbooks Reconciliation, Clean Up & Organization • Coordinate Employee On-boarding and Off-boarding • Team & Vendors Management • Inbox & Calendar Management • Email Management & Correspondence • General Personal Assistance

I work with individuals and small business owners who want their numbers to make sense. Whether that means cleaning up messy books, preparing accurate tax returns, or building a system that actually tracks cash flow, I handle it in a way that is clear and easy to follow. - PTIN certified and have prepared over 75 tax returns over the past three years, including W-2, itemized, and Schedule C returns. I currently work out of a tax office using professional software, so I stay hands-on with real client scenarios year-round. My background is in finance. I hold a BBA and an MBA in Finance, and I am currently pursuing a DBA. I am focused on accuracy and making sure the numbers hold up, not just on paper but in practice. Here is what I can help with: • Tax preparation and review • Bookkeeping cleanup and account reconciliation • Cash flow tracking and financial organization • Personal budgeting and expense tracking • QuickBooks Online setup and support • Excel-based trackers and financial breakdowns Some clients come in with clean records and just need a second set of eyes. Others are starting from scratch and need everything rebuilt. Either way, I keep things organized and easy to understand so you can make better decisions going forward. Clear communication is a priority for me. You will always know what is being done, what I am seeing, and what needs attention next.

As a seasoned professional, I offer top-notch CFO level bookkeeping services for small to medium-sized businesses. As a member of the CFO VIP network and a QuickBooks Online Expert, I have the expertise and training necessary to provide comprehensive bookkeeping solutions at all levels. With strong communication skills and the ability to interact with all levels of management, I am a reliable and highly motivated freelancer with a passion for bringing order to chaos. No task is too big or too small for me. My specialties include: --Bookkeeping cleanup --Receivables management --Payables management --Preparation of financial statements --Financial forecasting --Bank reconciliation --Journal entry management --Month-end and year-end closeout processes --Budgeting and financial planning.