I will quicken quickbook ynab accountant personal finance manager, ready books for CPA

5.0
5.0

Pakistan

I speak English, Urdu

5 orders completed

Professional Accountant And Bookkeeper

I’m Aly Adnan, a highly skilled and qualified bookkeeper with over 4 years of experience in the accounting field. With extensive knowledge of various accounting software, including QuickBooks Online a...

Level 1

Has met certain performance criteria and shows strong potential in the marketplace.

About this Gig

I Will Be Your Dedicated Personal Finance Manager Using Quicken & More (Monthly Service)


As an experienced Personal Finance Manager, I have successfully assisted over 105 clients in managing their finances proactively. Specializing in Quicken Personal Accounting software, Im recognized as a Quicken Specialist for expertly planning, processing, and tracking the finances of busy professionals.

I offer comprehensive monthly financial management services, including:


** Retirement planning and goal setting using Quicken, Mint, or other top finance apps

** Personalized savings target creation and progress tracking

** Detailed budgeting and expense management to maximize savings


I'm skilled in working with popular personal finance tools such as:

-- Quicken

-- Mint

-- You Need A Budget (YNAB)

-- Wally

-- Acorns

-- Tycoon


As a professional accountant certified with ACCA (UK) and CMA (USA), I also provide expert guidance on tax implications related to your personal finances.


Quicken | Personal Finance Manager | Quicken Specialist | Budgeting Expert | Retirement Planning | Savings Goal | CPA Ready Books


Financial goals:

Saving for Retirement

•

Paying Off Debt

Time horizon:

Monthly Budgeting

Tracking method:

Spreadsheet-Based Tracking

Language:

English

•

Hindi

•

Urdu

Target country:

United States

My Portfolio

Reviews

1 reviews for this Gig
5.0

(1)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
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Most relevant
  • B

    benjamin_099

    US

    United States

    5

    Excellent work by Adnan—he completed my Quicken personal expenses setup quickly and professionally; truly a Quicken expert, highly recommended!👍

    $50

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
Reviews

1 reviews for this Gig
5.0

(1)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • B

    benjamin_099

    US

    United States

    5

    Excellent work by Adnan—he completed my Quicken personal expenses setup quickly and professionally; truly a Quicken expert, highly recommended!👍

    $50

    Price

    2 days

    Duration

    Helpful?
    Yes
    No