If you're just really bad at budgeting, or wondering where your money keeps going, let me give it a look! I'll create a spread sheet showing your cash inflows and outflows, and I can create a savings plan for you as well. Sometimes seeing the numbers on a sheet helps you understand them better, and keeping records makes it easier to plan for the future. This service is called 'simple" budgeting because it will just be a quick overview of your finances in an Excel spreadsheet, hopefully to get you back on track. Things I'll need to know are your: Monthly income, monthly spending, bills, and anything else cash related.
Training & Qualifications
I am a graduate of Texas State university with a Bachelors in finance, and am currently studying to get my Masters in Accounting, as well as my CPA. I am adept at using Excel, as well as quick books.
Availability & Preferences