Hire the best Personal Budgeting Freelancers in Texas

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$75 hourly
Adam D.
- 5.0/5
- (73 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.

Personal Budgeting
Tax Strategy
Tax Planning & Advisory
Personal Finance & Wealth Management
Tax Preparation
Tax Return
$65 hourly
Ally B.
- 5.0/5
- (20 jobs)
With a CPA license and experience as a commercial lender and financial accounting, I can provide a range of services including bookkeeping, account reconciliation, real estate underwriting, and personal and business budgeting.

Personal Budgeting
Business Plan Writing
CPA
Underwriting
Financial Analysis
Commercial Lending
Real Estate Financial Model
Bookkeeping
$49 hourly
Celine N.
- 5.0/5
- (125 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

Personal Budgeting
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
$200 hourly
Natalie M.
- 0.0/5
- (0 jobs)
Welcome! I'm a strategic financial advisor with extensive experience helping business leaders, founders, and families make smarter financial decisions. As a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) Charterholder, and Certified Divorce Financial Analyst (CDFA), I combine technical expertise with real-world business insight to deliver advice that’s clear, actionable, and built for results. My specialties include: • Strategic Financial Planning & Coaching • Business Advisory & Exit Planning • Transaction Support & Valuation • Family Wealth Strategy & Financial Empowerment I partner closely with clients to navigate business transitions, strengthen financial operations, and build sustainable, long-term wealth. Whether you need forecasting for a transaction, a second set of eyes on a deal, or a full financial strategy, I’m here to help you move forward with confidence. Real expertise. Real outcomes. Real peace of mind. Let's talk about how I can support your goals and deliver results you can count on.

Personal Budgeting
Management Consulting
Financial Modeling
Business Valuation
Business Analysis
Financial Analysis
Financial Planning
Financial Accounting
Budget Management
Technical Accounting
Microsoft Excel
$40 hourly
Deyona K.
- 4.8/5
- (8 jobs)
I am an experienced non-profit consultant who has worked in the non-profit arena for over 20 years. I am also a Quickbooks ProAdvisor Online. I am an expert in bookkeeping, grant reporting, budgeting and forecasting. I assist non-profits, individuals, and businesses with bookkeeping and budgets for grants, loans, business plans, and their organization.

Personal Budgeting
Nonprofit Organization
Income Statement
Yardi Software
Bookkeeping
Budget Management
Intuit QuickBooks
Microsoft Excel
Accounts Receivable
Accounts Payable
Bank Reconciliation
$44 hourly
Taariq M.
- 0.0/5
- (1 job)
With over 14 years of dedicated experience in the financial sector, I bring a wealth of expertise to the table, particularly in bookkeeping, tax strategy, and payroll management. As the Founder and CEO of Muhammad Endeavors Financial Services (MEFS), I've led a team of professionals, delivering exceptional financial services tailored to diverse business needs. My proficiency extends to QuickBooks setup/support and tax compliance. Notably, I've innovated bookkeeping functions at Swyft Filings, significantly reducing time spent on basic tasks. I'm passionate about streamlining operations and empowering businesses with data-driven financial insights. If you seek precision, efficiency, and a seasoned expert, I'm your go-to professional. Let's work together to ensure your business's financial success!

Personal Budgeting
Budget Planning
Microsoft Word
Excel Macros
Excel Formula
QuickBooks Online
Database
Budget
Budget Management
Microsoft Excel
Intuit QuickBooks
$50 hourly
Juan J.
- 0.0/5
- (0 jobs)
I'm an accountant with over 16 years of experience in non-profit, real estate, and small business accounting. I help companies and people build a strong financial foundation which is a Kornerstone for success. I'm great with setting up the accounting for new businesses and love playing catchup for those behind in their finances. I strive to have integrity, accuracy, and transparency as we work to meet your financial needs. I look forward to helping you make your finances strong.

Personal Budgeting
Light Bookkeeping
Budget
Budgeting & Forecasting Software
Financial Reporting
Financial Analysis
Bookkeeping
Accounting Basics
Accounting
$40 hourly
Asha S.
- 0.0/5
- (0 jobs)
I understand that we all make mistakes and that is why I am here; to literally fix your mistakes. I am a professional proofreader who loves her job.

Personal Budgeting
Academic Editing
Proofreading
Marketing
$70 hourly
Malik A.
- 0.0/5
- (0 jobs)
🎯 Financial Analyst | Former Private Equity Associate | Strategic Sports & Data Analyst Hi, I’m Malik Antoine — a Stanford-educated financial professional with a strong track record in investment analysis, financial modeling, and operational performance strategy. I currently serve as an Analyst for a Texas-based football program, where I apply data-driven insights to optimize performance on and off the field. Prior to this, I was an Associate at Bernhard Capital Partners, a private equity firm managing billions in assets. I led due diligence efforts, built complex valuation models, and advised on deal execution and portfolio strategy. My work regularly involved translating technical financials into clear, actionable insights — a skill I now bring to your business. With a Master’s in Communication and a Bachelor’s in Management Science & Engineering from Stanford, I combine analytical rigor with clear communication. I’m also a former NCAA football team captain — disciplined, detail-oriented, and comfortable thriving under pressure. I specialize in: • Financial Modeling & Valuation • Market & Competitor Research • Performance Analysis • Investment Due Diligence • Presentation & Report Development Let’s connect if you need someone who can bridge the gap between financial complexity and business clarity.

Personal Budgeting
Excel Formula
Data Analysis
Forecasting
Financial Modeling
Accounting
$300 hourly
Samantha T.
- 0.0/5
- (0 jobs)
Are you a business owner that wants to increase profits by 20% and save 100 hours? Our passion is empowering business owners by turning financial data into strategic action. By analyzing key metrics, we provide clear guidance on where to reduce costs and where to invest time and resources for greater profitability. Do you want to make smarter financial decisions through clear, data-driven insights? On average, our clients increase their profits by 20% or more annually and save an average of 100 hours per year. Let us give you the freedom to focus on what truly matters—whether it’s growing your business, spending time with family, or pursuing your passions. If you're ready to work more efficiently, reduce stress, and boost your bottom line, please contact us at: (210) 651-2421

Personal Budgeting
Budget Planning
Forecasting
Budget Management
Time Management
Journal Entries
Chart of Accounts
Accounts Receivable
Accounts Payable
Inventory Management
Payroll Reconciliation
Consultation Session
Data Analysis
Critical Thinking Skills
Bookkeeping
$75 hourly
Gail W.
- 5.0/5
- (11 jobs)
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.

Personal Budgeting
Business Operations
Business Management
Bill.com Accounts Payable
Bookkeeping
QuickBooks Online
Financial Analysis
Intuit QuickBooks
Payroll Accounting
Budget Management
Balance Sheet
Bank Reconciliation
Microsoft Excel
$90 hourly
Brandon O.
- 0.0/5
- (0 jobs)
Hello! Thanks for checking out my profile. My name is Brandon Owen and I'm here to help transform the human side of your business. I have more than a decade of experience building and leading customer facing teams and building company culture for various companies. I am an expert in creating systems and processes that make both customers and employees feel seen, cared for, and keeps them engaged. I have been described as a "world-class culture builder and organizational change agent" and "the first guy to call when something difficult needs to be done quickly with excellence." I am the founder of Customers and Culture which helps companies increase customer and employee engagement by mastering the human side of business. What we do- Customer Success & Support: - Fractional CS & Operations Leadership (VP CS, CCO, COO) - Playbook Creation- Onboarding, Engagement, etc. - Software Selection, Setup, and Implementation - Customer data reporting and insights - CS hiring & Interviews - Ongoing Leadership coaching - Support Outsourcing & Offshoring Company Culture: - Fractional Chief Culture Officer - Leadership Offsites - Mission/Vision/Values session facilitating - Culture surveys and reports - KPI and OKR Consulting - Team Building events for remote teams - Team offsite planning and facilitating - Ongoing Leadership Coaching

Personal Budgeting
Presentations
Startup Consulting
Business Consulting
Customer Support
Customer Care
Culture
Leadership Training
Leadership Coaching
Leadership Development
Business
Business Operations
$28 hourly
Ashley M.
- 0.0/5
- (0 jobs)
I do have a multitude of skills, I can complete the project or job adequately and timely. I specialize on virtual assistance however, which I have expertise on all computer literacy and applications. Feel free to ask any questions as needed or wanted.

Personal Budgeting
Personal Website
Scheduling
Microsoft Office
Microsoft Excel
Computer Skills
Computer Basics
Customer Care
$60 hourly
Terrell K.
- 0.0/5
- (0 jobs)
With 21 years of experience in the telecommunications industry, I bring a strong blend of exceptional service, proven business acumen, management expertise, and analytical skills.

Personal Budgeting
Financial Analysis
Business Analysis
Risk Assessment
Analytical Presentation
Business Coaching
Management Consulting
Financial Planning
$40 hourly
Bryce E.
- 0.0/5
- (0 jobs)
I’m an automation nerd and have automated practically all of my own tasks in my own small business and now offer this same service to others! E-commerce tasks, fulfillment, customer intake, customer follow-up, and inquiries/questionnaires are some examples of what I can implement. I also offer personal finance optimization/automation!

Personal Budgeting
Personal Finance
Automation Framework
Marketing Automation
System Automation
Email Automation
Task Automation
CRM Automation
Ecommerce Management Consultation
Ecommerce Development Consultation
Ecommerce Order Fulfillment
Ecommerce Functionality
Automation
Ecommerce Website
Ecommerce
$12 hourly
Makayla C.
- 0.0/5
- (0 jobs)
Hi, I’m a dependable, detail-oriented Virtual Assistant with 3+ years of experience supporting busy entrepreneurs, creatives, and small businesses. From inbox management and scheduling to Canva design and customer service, I handle the small details so you can stay focused on the big picture. I’m known for being organized, charismatic, and someone clients can count on to get things done the right way, the first time. Google Workspace (Docs, Sheets, Calendar, Gmail) Microsoft Office Canva, Trello, Asana, Notion Zoom, Slack, Microsoft Teams Shopify, Etsy, WordPress Calendly, Acuity, Buffer, Meta Business Suite What I Can Help With: Inbox & calendar management Document creation (reports, SOPs, spreadsheets) Canva graphics & templates Data entry and web research Customer support (email & DM replies) Product listing management (Shopify, Etsy) Social media scheduling & basic content creation

Personal Budgeting
Customer Experience
Customer Care
Customer Engagement
Personal Business Plan
General Transcription
Data Entry
Virtual Assistance
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