
I need someone to organise my personal finance
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Post a project like this1813
£31/hr(approx. $43/hr)
- Posted:
- Proposals: 16
- Remote
- #3131715
- Awarded
CFO|FM|Accounts|Audit|Tax Advice|FMVA|QBO Advanced|XERO Certfied Adv | Sage | Nomisma |Wave
Experienced business support and admin specialist, customer service, data entry and virtual assistant professional.
Accounting Professional, Financial Modeling & Valuation Analyst, Financial Planning Consultant

Chartered Certified Accountant; Management Accountant; VAT Expert; SaaS / Xer / QB / Sage

4835573560442245174853428614253659273120853632011254835230479537562735349834812134
Description
Experience Level: Expert
I need someone to organise my personal finances. I will provide them with last 5 years of bank statements, credit card statements, shares account & any other info needed
I would like a P&L created for each year and then a running sheet for 2021 that can be updated each month.
I would like the freelancer to keep this updated each month for me to monitor income, expenditure, assets & liabilities.
I am not sure how I want this laid out but I would like to see totals of what money has been spent on each month and total net worth.
I would like a P&L created for each year and then a running sheet for 2021 that can be updated each month.
I would like the freelancer to keep this updated each month for me to monitor income, expenditure, assets & liabilities.
I am not sure how I want this laid out but I would like to see totals of what money has been spent on each month and total net worth.
Sofa Club Ltd
98% (49)Projects Completed
66
Freelancers worked with
50
Projects awarded
44%
Last project
3 Apr 2024
United Kingdom
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