Budget Planner for Small Business and Personal Finance – Upwork


We’re a small digital marketing business in need of a budget planner to help us manage both our business and personal finances.

What We Need:

Debt Management: We have business and credit card debt that needs a structured payment plan.

Xero Experience: Our business expenses are tracked through Xero, so familiarity with this software is required.

Personal Budget Planning: We also need assistance in creating a personal budget.

Rent and Home Loan Account Management: We have a home loan account for rent payments. Some rent payments are missing this week, and we need help in figuring out the outstanding amounts.

Tasks:

Develop a detailed plan for managing our business and credit card debts.
Create a personal budget plan.
Address rent discrepancies and manage allocations in our home loan account.
Deliverables should include detailed Excel spreadsheets and clear action steps for us to follow.

Additional Information:

This project has the potential for ongoing work based on performance and results.
If your project fees are higher than I’ve advertised please advise with a quote.

Let me know if you have any questions.

Thanks

Budget: $80

Posted On: January 15, 2024 00:13 UTC
Category: Accounting
Skills:Financial Report, Financial Analysis, Bookkeeping, Accounting, Financial Modeling, Financial Planning, Financial Accounting, Budget Management, Financial Projection, Business Plan

Skills: Financial Report, Financial Analysis, Bookkeeping, Accounting, Financial Modeling, Financial Planning, Financial Accounting, Budget Management, Financial Projection, Business Plan
Country: Australia

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