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Budgets / Debt / Savings Goals

25


25 per hour Virtual OK

Would you like to know where your money is going, or how to reach a financial goal, such as paying off debt or saving for a house, car, or vacation?

I would love to help!

I could create and deliver an Excel spreadsheet that would allow you to track your spending on a monthly basis.
I could also customize it for you, and based on the financial data you provide to me, figure out how you could reach your goal in a set amount of time, for a 2nd unit. Deeper analysis could also be done if you wish.

Please look at the feedback left by Jess, for whom I created a customized document which outlined how to track their income and expenditures, save for a house purchase, set aside emergency funds and have money left over, within 5 years on a limited income. : )
http://blog.simbi.com/symbiotic-stories/barter-better/

Training & Qualifications


I have 5+ years of bookkeeping experience, as well as 16 years as a data analyst.

Availability & Preferences


Evenings / Weekends

Trading Preference: I’m flexible, just hit me up!

Reviews of Jennifer


Feb 07, 2022
Awesome job! Thanks!
Inactive User
Inactive User received hour of Budgets / Debt / Savings Goals from Jennifer
Mar 20, 2019
It has been great, Jennifer is clear and effective! count on her! I do and all exited my expectations.
Nov 23, 2018
Jennifer is a badass when it comes making excel sheets for budgeting!
Feb 13, 2018
Jennifer is awesome! Very thorough and patient with my finances. Now I have a excel sheet to track my finances for the next year!!
Inactive User
Inactive User received hour of Budgets / Debt / Savings Goals from Jennifer
Nov 24, 2017
Jennifer was kind!! She asked me lots a questions to build the right fit for me!!
Inactive User
Inactive User received hour of Budgets / Debt / Savings Goals from Jennifer
Nov 06, 2017
Jennifer was logistical and helpful !!! Excited to get organized!!
Nov 03, 2017
Jennifer's budget was very thorough and I can tell she spent a lot of time on making it perfect. It is well thought out and I know it will help me to ...take control of my budget. Jennifer herself was incredibly responsive, knowledgeable, and kind. Thanks Jennifer!show more
Oct 23, 2017
Thanks.
May 21, 2017
Very thorough! Took her time to make an extensive budget while taking everything into account.
Nov 06, 2016
Professional, expedient, knowledgeable and a pleasure to work with. You won't be disappointed. Highly recommended.


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About Jennifer Ferencz-Barato

I discovered simbi a few years ago and am so excited to be part of it! I am both analytical and creative, as shown by my job experience (data analyst and bookkeeper) and my small business (creating ...keepsake wedding bouquets and boutonnieres.) I organize bridal photoshoots throughout the year and have started including other shops' items in them. (Will start doing them again when the pandemic becomes a bit more normalized.) My husband and I live in NE CT with our four cats... and lots of area wildlife. (Deer, coyotes, raccoons, and even the occasional bear or moose can be seen in our backyard. Looking forward to seeing if ducks and other waterfowl use our pond behind our house in the spring/summer. :) We met online (EHarmony), as many couples do nowadays. I enjoy reading, video games, puzzles, and finding solutions to problems. I am lucky to have found a telecommuting data analyst job, so I listen/watch quite a bit of TV and movies, and enjoy a wide range of music during the day. We do a mini movie fest each year, seeing all of the Oscar nominated movies. We have a lot of fun in doing this and hope to blog about it sometime soon. Personally, I am an environmentalist and a Reiki master. :) I have switched to organic meat and produce where I can and use sustainable/earth friendly house products whenever possible. I believe in equality and equity for all. LGBTQIA+-friendly, we are more similar to each other than we are different, respect others' religion/belief systems, do unto others. I believe we need to stand up for each other and become a mama bear when I see others being discriminated against. We love to travel and go to national parks at least every other year(pre-pandemic.) He proposed in Zion National Park, during our mega trip to the Grand Canyon, Yellowstone, Bryce, and the Grand Tetons. :) We honeymooned in Hawaii and visited Volcano National Park while there. I am open to just about any offers for bartering, as well as simbi, for anything I post. (But I avoid exchanges....let's do two deals, as trades don't fully count towards simbi leaderboards. : ) Looking forward to hearing from you! I've been offline for awhile, due to my health and the pandemic and my crazy jobs. But I am glad to be back...will be in touch with everyone asap. : ) (PS...am in the middle of moving to CT, so my replies may be delayed. Will be back to normal in March, I hope.)show more

Open to other proposals
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