Hire the Best Personal Budgeting Freelancers
in the United States

As an experienced Personal Finance Consultant and Business Reporting Specialist, I am passionate about empowering individuals and businesses to make informed financial decisions that maximize their financial potential. With a diverse background in procurement, project cost accounting, system implementation, and budgeting, I possess a unique set of skills that sets me apart in the world of personal finance management and business reporting. Having held pivotal roles as a Procurement Manager, Project Cost Accountant, and Personal Finance Manager, I have honed my expertise in financial analysis, cost reduction, and strategic planning. My hands-on experience in various system implementations and budgeting projects has also given me a strong foundation in leveraging technology to optimize financial management processes. My services are tailored to provide personalized financial solutions to help individuals and families achieve their financial goals, build wealth, and secure a stable financial future. I specialize in budgeting, debt management, saving strategies, retirement planning, and financial education to ensure my clients understand their finances comprehensively. I offer expert guidance in financial reporting and budgeting for businesses to improve transparency, efficiency, and decision-making processes. My meticulous attention to detail and strong analytical skills allow me to deliver accurate and actionable financial insights that drive growth and profitability. When you work with me, you can expect clear communication, dedication to your financial success, and a customized approach considering your unique needs and aspirations. Let me help you unlock your financial potential and transform your personal and business finances for lasting success.

I’m a freelance bookkeeper and financial analyst with 10+ years of experience managing books, budgets, and financial processes for various organizations. As a former Financial Controller, Budget Analyst and currently the Founder and CEO of my own startup, I’ve handled day-to-day bookkeeping operations, reconciled complex budgets, tracked costs, and built financial dashboards to streamline workflows—skills I now bring to freelance clients. Certifications: - Intuit Bookkeeping - QuickBooks Online Level 1 - Microsoft Office Excel Expert Level (tracking costs, building dashboards, pivot tables, complex formulas) Bilingual in English and French, I’ve worked with confidential financial data across diverse sectors. If you need an expert to manage your books, create financial reports, or optimize your Excel-based workflows: let’s connect.

Here's an overarching truth that no one realizes: the money is a symptom. I'm guessing that one or multiple of the following sound like you: No one taught you about money. You know you should be saving and investing, but you don't know how. Money is stress, and you're tired of feeling like this. You want to make a plan, but have no idea where to start. This is where I do my best work. Of course I work with clients through the cold, hard numbers of their personal finances (budgeting, savings, investing, income, expenses, etc.), but we also go into the next and more important facet: your relationship with money. That's where your problems with money are truly rooted. It's your emotional and behavioral interaction with money that is the issue; the money is a symptom. Working with me is having a financial teacher and guide wrapped into a single package. It's time to get your money working for you, not the other way around!

**I am a Quickbooks ProAdvisor and reseller who can offer significant discounts on new Quickbooks Online accounts as well as multi-company discounts on new accounts! Discounts only apply to new Quickbooks accounts. -------------------------------------------------------------------------------------------------------------------- I am a certified Quickbooks Level 1 and Level 2 ProAdvisor, with experience working for a CPA firm in Northern Virginia. Currently, I am accepting new clients as I grow my business founded in 2022, The Robinson VAST Company, LLC. I am currently assisting over 20 clients, some with multiple Quickbooks companies, in 2025. Occasionally, I accept new clients as time allows. Please message me to find out if we would be the perfect match to work together! Are you constantly feeling overwhelmed and behind with the business side of your business? Are your bookkeeping and/or ongoing business tasks something that you would rather leave to someone else? Do you need more time to focus on the qualities of your business that make it unique, special and successful? If so, I can help! My passion is in supporting small to medium businesses to achieve their goals by providing a high level of professional bookkeeping services. One of my greatest hopes is that my assistance will help business owners free up time and space allowing them to focus on their top priorities. As I gained business and bookkeeping experience, I began to notice an important pattern with the clients that I assisted. In order to focus on the top priorities of their businesses, entrepreneurs and owners desperately needed bookkeeping and admin support just to be able to free up enough time to allow more focus on the work that made their businesses special, unique and most importantly, SUCCESSFUL! If you would like to find out how my assistance could elevate your business, please follow the clear and simple steps outlined below explaining how we can work together. 1. Contact me to set up an interview or free consultation. 2. Explain the pain points of your business and/or the help you are seeking that would provide the assistance to free up more time for you to focus on your core business offerings. 3. I will gather the information from our meeting and create a custom proposal inline with your business necessities and priorities. (No obligation and completely risk-free). 4. If you agree with my proposal and want to move forward in working together, hire me on Upwork. 5. I will get started managing your books right away. I look forward to working with you! Message me and let's chat! *Qualifications: Bachelor’s of Science degree in Business Administration with various accounting classes as part of the curriculum, Quickbooks Level 1 & Level 2 ProAdvisor with Platinum status, and Wave Accounting experience, professional bookkeeper, business specialist with management and leadership experience gained through assisting diverse business types and structures.

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.

Hi! I’m Clayah, an accounting student with almost two years of experience studying accounting in the Philippines. Since moving here, I’m starting fresh studying for my degree and eager to grow my skills while helping clients stay organized. I specialize in basic bookkeeping and spreadsheet tasks, including: Organizing income and expenses, Creating neat spreadsheets in Excel or Google sheets, Categorizing transactions and receipts, and Totals and basic formulas in Excel.