I will create a custom zero based budget in excel

United States

I speak English

Budget Consultant Excel Budget Support

Hi I'm Jodi! I have 9 years of experience in accounting support experience and enjoy helping individuals and small business owners take control of their finances. I create customized Excel-based zero-...
About this Gig

Take control of your finances with a customized zero-based budget built specifically for your needs.


I will create a personalized Excel budget to help you organize your income, expenses, savings goals, and monthly cash flow. Whether you are getting back on track, adjusting to a life change, managing homeownership expenses, or trying to separate personal and business finances, I can help.


Your budget may include:

  • Income tracking
  • Fixed and variable expenses
  • Savings and sinking funds
  • Debt tracking
  • Budget vs. actual spending analysis
  • Cash flow monitoring
  • Personal and small business budget support


  • What youll receive:
  • A customized Excel workbook tailored to your financial goals
  • One consultation session to discuss your needs
  • One revision to make adjustments if needed


Please note: I provide budgeting and financial organization services only. I am not a CPA, attorney, or licensed financial advisor, and I do not provide tax, legal, or investment advice.


Feel free to message me before placing an order so we can discuss your budgeting needs and determine if my services are the right fit for you.

Visualization tools:

Microsoft Excel

Service type:

Budget Vs. actual analysis

Industry:

Business services & consulting

Financial services

Target country:

United States

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