Create a personalized budget
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I will help you create a personal budget based on receipts, statements, income and spending habits and debt. I will create an excel spreadsheet for 12 months (one year) of a budget. You are able to edit the budget as needed on a monthly basis or as emergencies arrise. This way, you can see the difference at the end of each month between the estimated budget and the actual spending. I will also help you understand how to pay down any debt while staying within your budget. There will be columns for monthly spending/saving and quarterly spending/saving, for those expenses that aren't always regular! I currently go to college for accounting and have been helping others with their finances for years. (Must support windows excel or for mobile users, Microsoft apps)*(PLEASE DO NOT SEND SENSITIVE INFORMATION SUCH AS ACCOUNT NUMBERS ON STATEMENTS OR DEBT ACCOUNT NUMBERS- this is to protect yourself from fraud etc)**
Training & Qualifications
I have a bachelors degree in business administration and currently taking classes to gain my CPA. I have been helping others with finances over the years and even have assisted with tax prep. I have worked in the accounting and customer service field for over 10 years.
Availability & Preferences
Nights and weekends