You will get control of your money and spending to grow financially
Project details
💸 Let's help you keep your hard-earned money in your pocket
From identifying unnecessary subscriptions, negotiating car insurance/recurring internet bills, to optimizing your spending with the best cash back credit cards, I'll be the hawk helping you find where you've been leaving money on the table
What I Can Deliver On:
⚙️ 1. Advanced Monarch Money Setup: Custom category mapping & automated rules to hit 95% categorization accuracy
📊 2. Visualize Finances: I'll help you visualize your earnings, spending, and break it all down by categories
📈 3. Reward Optimization: I integrate CardPointers to ensure you hit 3-5% back on every transaction
🧾 4. Tax-Ready Bookkeeping: Categorize transactions, set up rules, and have a clean separation of business/personal spend for seamless CPA exports
📺 5. Subscription Audit: Wipe out "hidden" subscriptions
From identifying unnecessary subscriptions, negotiating car insurance/recurring internet bills, to optimizing your spending with the best cash back credit cards, I'll be the hawk helping you find where you've been leaving money on the table
What I Can Deliver On:
⚙️ 1. Advanced Monarch Money Setup: Custom category mapping & automated rules to hit 95% categorization accuracy
📊 2. Visualize Finances: I'll help you visualize your earnings, spending, and break it all down by categories
📈 3. Reward Optimization: I integrate CardPointers to ensure you hit 3-5% back on every transaction
🧾 4. Tax-Ready Bookkeeping: Categorize transactions, set up rules, and have a clean separation of business/personal spend for seamless CPA exports
📺 5. Subscription Audit: Wipe out "hidden" subscriptions
Industry
Financial Services, SoftwareTarget Country
United StatesWhat's included
| Service Tiers |
Starter
$50
|
Standard
$400
|
Advanced
$1,000
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 5 days |
Frequently asked questions
34 reviews
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TJ
Traynor J.
Jan 6, 2026
30 minute consultation
Brandon was very knowledgeable. I have struggled with a budget and he really dug in and helped me on a path that i am comfortable with. He helped me set up MONARCH MONEY. He is super smart.
CD
Chantelle D.
Dec 11, 2025
30 minute consultation
JL
Jim L.
Oct 16, 2025
30 minute consultation
Very efficient, providing good value in the time allotted.
AR
Ashlee R.
Jun 29, 2025
Zapier Expert Needed
JC
Jorge C.
Jun 17, 2025
30 minute consultation
About Branden
Automation | Data Analytics | Credit & Personal Finance
91%
Job Success
Coral Springs, United States - 7:55 am local time
Let's help you buy your time back so you can focus on what actually moves the needle
Hi, my name is Branden. A US-based freelancer with 4+ years of experience with startups, corporate America, and higher education
Here's a summary of my background and skillset:
Business operations & finance 🤝🏼 meets tech
I'm a dynamic, extroverted professional adept at relationship-building and driving business growth. Skilled in Business Development with experience in Digital Marketing, Sales, Operations Automations, and Data Analytics
I have worked in roles with companies like:
👉🏼 Google - Financial Analyst and Automations
👉🏼 Palo Alto Networks (Cybersecurity firm) - Tech Sales and Automations
👉🏼 Citigroup - Financial Analyst
👉🏼 Liquid Carrot (Open-source AI startup) - Business Development, Software Development
👉🏼 RAM Realty Advisors (Real Estate Private Equity) - Financial Analyst and Automation Specialist
👉🏼 Papillon Dental (Dental Equipment servicing & sales) - Business and Technology Associate
👉🏼 Convertros (Warm leads call center) - Business Development Associate
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🟩 My skill domains: 🟩
🔸 Tech Automation and Flows (Zapier, Make.com, Open AI - Chat GPT, Browse.ai)
🔸 Data Analytics (Excel, Tableau, Power BI, Data Studio)
🔹 Business Development (Sales, leads, funnels, strategy, marketing)
🔹 Marketing (Google Ads, Meta Business Suite, Medium.com blogging)
🔹 Personal Finance (Investing, budgeting templates, money tools like Mint & Monarch)
◆ Resume Editing (Upwork product listing - I'll help you get a job)
💠 Content Creation (Short form content, focused on my gaming channel with 10k+ followers and 1m+ total likes. Managed a team of 10 editors/creators to assist in creating content consistently)
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🟦 Tools in my arsenal: 🟦
🟢Data Analytics🟢
- Google Sheets
- Excel
- Tableau
- Microsoft Power BI
- Google Data Studio/Looker
- AirTable
🟡Automation🟡
- Zapier
- Make.com
- Google Apps Script
- Browse.ai
- Chat GPT, Open AI
- Microsoft Power Automate
- Selenium/Python
🟠Blogging🟠
- Medium.com
- WordPress
🔴Customer Relationship Management🔴
- Hubspot
- Salesforce
🔵Finances🔵
- Excel/Google Sheets - Financial modeling, business plans, management consulting decision trees
- Mint.com
- Credit Karma (select the best credit cards and boost your credit score)
- Card Pointers (optimize credit cards for max % back. 1-10% cash back)
- Award Wallet (track all awards for hotels, flights, credit cards, cruises, etc, all in one tool)
- Wave Accounting (free bookkeeping tool to analyze business spending)
🟣Marketing🟣
- Google Ads (Adwords)
- Meta Business Suite (Facebook, Instagram)
- LinkedIn (Business page, copywriting)
- Content creation (Written, videos, photos)
🟤Content Creation🟤
- app.later.com (Post scheduling)
- Adobe Premier Pro
- Capcut
- Canva
- Elgato Stream Deck automations
- Instagram Reels, YouTube Shorts, TikTok, Snapchat Spotlight, Facebook Reels, Instagram Threads, Twitter (X), Pinterest, Tumblr
⚫Resumes⚫
- Word and PDF ATS-friendly template that has landed dozens of interviews in Fortune 500 companies
- Networking log CRM Google Sheet
- Messaging templates to network with recruiters and hiring managers
⚪️Coaching⚪️
- I can help guide/coach you in any of these topics to help you get to your goals faster!
Steps for completing your project
After purchasing the project, send requirements so Branden can start the project.
Delivery time starts when Branden receives requirements from you.
Branden works on your project following the steps below.
Revisions may occur after the delivery date.
Ensure all your finances are connected to Monarch Money
Schedule a call with me where we can dive as deep as we'd need