
Personal Accountant / Wealth Tracking Specialist for Individual
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Post a project like this$233
- Posted:
- Proposals: 25
- Remote
- #4451942
- Expired
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UK Chartered Accountant (ACA)/ FCCA / IFRS and reporting specialist / Excel expert / Xero Advisor

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Description
Experience Level: Expert
I am looking for a personal accountant to manage and track my individual finances, spending, cash flow, investments, and overall net worth.
This is not a company accounting role — it is strictly for personal finance management.
Your responsibilities will include:
1. Monthly Personal Accounting
• Track all my personal spending (bank, card, cash).
• Categorize expenses and prepare a monthly personal P&L.
• Track transfers between my personal accounts and my companies.
2. Wealth & Investment Tracking
• Track my real estate investments (cost, payment plans, expected rent, equity).
• Track stock/ETF portfolios.
• Track crypto holdings.
• Monitor cash across multiple banks (KSA, UAE, USD accounts).
• Update monthly net worth report.
3. Document & Financial Organization
• Maintain a master file of all contracts, payment schedules, and property documents.
• Maintain a master sheet of loans, dividends, or personal obligations.
• Prepare summaries or required documents when needed.
4. Reporting
Provide the following every month:
• Personal P&L (income vs spending)
• Net worth statement
• Cash flow summary
• Investment performance report
• Upcoming payments and reminders
Walid E.
100% (15)Projects Completed
20
Freelancers worked with
19
Projects awarded
18%
Last project
13 Sep 2019
Saudi Arabia
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