Personal Finance Consultant with Bookkeeping or CFO Experience

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I’m seeking a finance professional with experience in personal budgeting and either bookkeeping or CFO-level financial planning. This role involves: • Creating and maintaining a personal/family budget using tools like Monarch or spreadsheets • Building a cash flow plan that aligns with both S-Corp and personal tax obligations • Advising on strategic money management to ensure stability and tax efficiency A successful project will result in a clear, actionable plan to: • Fund key accounts • Ensure consistent, timely tax payments • Showcase both personal and consulting budgets with accuracy and clarity Ideal candidates have experience supporting small business owners or consultants and are comfortable managing the overlap between personal and business finances.

Keyword: Business Consulting

Price: $250.0

Financial Modeling Accounting Bookkeeping Budget Management Financial Accounting Economics Finance Cash Flow Modeling