Budget Creation w/ Excel & Consult
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I will provide a basic to intermediate budget using Excel based on a consultation of your needs and desires as an individual or family unit. The Excel spreadsheet will be created to your preference for ease of use and comfort. An ongoing calculation is included to help you balance your checkbook and/ or overall spending. This basic service typically takes about an hour not including time for consultation. A basic consultation is free and is about 10 minutes or by email through a series of questions.
An intermediate level will include more in-depth formulas that can calculate information based off of the data you put in, such as and ongoing savings tab that keeps the balance of your savings as you enter it, to name one example.
I can also create a more advanced budget that includes an analysis of your spending and graphs. Depending on the level of intermediate to advanced calculations, it will take three to five or more hours to create to your specific needs and desires.
Training & Qualifications
I am an experienced billing and finance professional working in the medical field. I have worked managing multiple accounts for patients which provides a similar service to budgeting additionally I have been working in Excel for 9 plus years creating budgets as described above. I have also taught students in a college Institute how to budget and balance checkbook working with Excel.
Availability & Preferences
I'm available nights and weekends