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    Technology & ProgrammingWriting & TranslationDesignDigital MarketingVideo, Photo & ImageBusinessMusic & AudioMarketing, Branding & SalesSocial Media
Technology & ProgrammingWriting & TranslationDesignDigital MarketingVideo, Photo & ImageBusinessMusic & AudioMarketing, Branding & SalesSocial Media

Looking for Personal Financial Book Keeper and Optimizer

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Post a project like this
24/03/2021
$43/hr
  • Posted: 2 months ago
  • Proposals: 13
  • Remote
  • #3176671
  • Expired
Fateh M.
Fateh M.
Expert WordPress/Shopify - UI/UX Designer - Ecommerce Developer - Website Design
Top Endorsed
Canada Milton
Aanchal
Aanchal
Digital Marketing Expert
India Fazilka
Zubair A.
Zubair A.
Accounts, Investment and Financial Expert
Pakistan Lahore
Sh 刘.
Sh 刘.
采购/PM
China Dongguan
Vedant T.
Vedant T.
Chartered Accountant, Bookkeeper, Data Entry, Audit, Management Acccounting
India Kolkata
Dilshan M.
Dilshan M.
Chartered Accountant
Sri Lanka Colombo
Dhenden P.
Dhenden P.
Accountant
Philippines Bacoor
MD ABDUS S.
MD ABDUS S.
Finance professional/ Bookkeeping/Quickbooks/xero
United Arab Emirates Dubai
Muhammad Usman A.
Muhammad Usman A.
Accountant & Bookkeeper (Quickbooks, Xero & Sage 50)
Top Endorsed
Pakistan Islamabad
Amir S.
Amir S.
Digital Marketing| Social Media Marketing| SEO Specialist | Website Development & Design
Pakistan Lahore
Harrison L.
Harrison L.
Chartered Management Accountant
United Kingdom Purley
Kaleemullah B.
Kaleemullah B.
|FINANCIAL ANALYST |ACCOUNTANT|FINANCE PROFESSIONAL|
China Zongzhai
  • 1
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51378593603010143806753668825429485524774554777554400033846039339656833993492731208
Fateh M.AanchalZubair A.Sh 刘.Vedant T. + 8 others have already sent a proposal.
  • 2
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Description

Experience Level: Expert
I am looking for someone who can help me optimize existing google sheets as well as give insight on how to improve them and build upon them for better availability of information required to make sound financial decisions. I need help looking at the big picture overview of how I do my finances, and identifying areas for improvements and further optimizations.

To be clear this position is not a for a Financial manager or advisor to help make decisions on my investment assets. Just someone who can help me capture the most relevant information possible and get it in front of me in an organized way to help make good financial decisions as well as provide insights into how to improve the information flow / presentation.


- modeling different scenarios , projecting , investment returns over time from different asset classes, etc.
- debt management
- cash flow
-

BONUS
- tax efficiency , modeling, preparing finances for CPA


If you feel the calling to be the financial rockstar I need here I look forward to speaking to you.

-Leo
Leonid Y.
Leonid Y.
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Last project
10 Apr 2021
Russian Federation

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24/03/2021
$43/hr

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Post a project like this
Leonid Y.
Leonid Y.
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Projects Completed
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Freelancers worked with
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Last project
10 Apr 2021
Russian Federation

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