I will create customizable budget and expense tracking template

United States

I speak English, French

5 orders completed

Reliable CPA, Audit Readiness, Bookkeeping, and Translation Support

Hi, I’m Jan! I’m a Certified Public Accountant (CPA), active & licensed in California, with over 12 years of corporate experience- primarily at a Big Four public accounting firm- helping businesses i...

About this Gig

Are you saving for a major life event like a wedding or new home? I am here to help!

Perfect for:

Wedding planning & budgeting
Life event savings (e.g. anniversary, family reunion)
Major purchase (e.g. home, car, travel)

Basic:

Budget template with standard categories

Standard:

Customized budget template based on your specific plans w/in 3 days
Budget review to ensure the template is duly populated & aligned with planning objectives, including high-level analysis of categories over budget & suggestions for optimization (w/in 14 days)

Premium:

Std Pkg + Income/Savings/Invest analysis to calculate savings targets, timeline & projected growth
Expense analysis to highlight overspending risks
Ongoing support w/in 2 months

Macro-Enabled Expense Tracker (Add-on):

Get an expense tracker that will auto link individual expenses to the budget category for real-time Budget vs. Actual comparison!

Ongoing Support (Add-on):

Support via Fiverr
Replies w/in 24-48 hours (M-F)
Ask follow-ups & get light financial support w/in 2 months

Disclaimer: I provide financial organization tools and financial literacy support. This gig does not constitute financial advisory or licensed financial advice.