Finance & Budget Organizer (Part-Time / Freelance)

I run a growing marketing agency and I’m looking for a Finance & Budget Organizer to help get our finances under control.

Right now, we’re bringing in revenue and covering expenses, but we don’t have a clear system. I need someone to:

Track income and expenses consistently

Build a simple budget and cash flow plan

Let me know what we can safely spend or invest

Help us avoid over leveraging as we scale

Create basic reports I can review weekly/monthly

You don’t need to be a CFO — just someone organized, reliable, and experienced in managing small business finances.

Tools:
You can use whatever you're most comfortable with — Google Sheets, Excel, QuickBooks, or any other tool you bring to the table. I care more about results than the platform.

What I’m looking for:

Experience with small business or agency finances

Strong attention to detail

Comfortable giving honest financial insights

Someone who can build and own our internal finance system

This is a part-time or freelance role, with potential for long-term work as we grow.

If this sounds like a good fit, DM me or send a quick intro with your experience.