10 Hrs/Month - Small Account - Financial Management

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TYPE OF WORK

Part Time

SALARY

$50/month

HOURS PER WEEK

TBD

DATE POSTED

Jun 03, 2018

JOB OVERVIEW

I am a young professional that makes a decent salary but feels really bad about how I have been handling my finances. I am looking for a Financial Management VA that is a lot like a coach that can help me to manage my finances better, keep me accountable, call me out when I'm spending money that I don't have and can keep detailed records and notes on my financial journey. I am looking for a long-term engagement. I have thousands of dollars in college loans and want to be more aggressive about getting my net worth in the black. You can help me strategize and want to push me to reach my financial goals!

You are an experienced bookkeeper and or accountant that has experience helping clients manage their finances and cash flow. You understand that spending and managing money can be a very emotional thing and can help me explore that aspect of my financial journey. You can handle all of my bookkeeping and think that it is important for us to meet briefly every week just to check in to update my books and make sure I didn't get off track. You understand that it's typically the small extra purchases that can do serious damage to a budget.

You enjoy Excel, numbers, and spreadsheets way more than a normal person should. You look forward to collaborating with me each month to create a new budget for the next month. You are a pro at reading numbers and can see when something is off instantly! The thought of creating a financial management plan for me is so exciting that it gives you goosebumps! And you are not afraid of being firm with me when I am being irresponsible and not following the plan!!!

To show that you have read this post and understand my needs please write the words "I love Excel" in your subject and the first line of your reply so that I can read your response. Anyone who's response does not say "I love Excel" will be ignored.

**This Position is Less Than 10 hours/month**
1. (60 min) Monthly Budget Call
2. (30 min) Check-In Call Week 1
3. (30 min) Check-In Call Week 2
4. (30 min) Check-In Call Week 3
5. (30 min) Check-In Call Week 4
6. (60 min) Monthly Strategy Call
7. (6 hrs or less) of backend preparation

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