A Budget Addiction

Meridian, ID, USA

Past Earnings

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All-Time Earnings: $8,713
Transactions Completed: 62
Employers: 7
Largest Employer: $4,332
Member Since: Oct 2004

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Skills

Quicken
QuickBooks
Accounting
Accounting For Small Businesses
Budgeting
Finance
Invoicing
Accounts Payable
Accounts Receivable
Bookkeeping
Excel
Personal Finance
Account Reconciliation
Budget Setting
Chart of Accounts

Services

Personal Finance & Budget Consulting
$30/hr Starting at $60
Services include: Discuss Personal Financial Position, Budget & Spending Analysis, Budget Consulting & Creation, Loan & Debt Payoff, Periodic Budget Check-in's and updates. The Basics of Personal Finance...
AccountingBudget SettingBudgetingClient RelationshipConsulting
Accounting & Bookkeeping
$40/hr Starting at $75
Services include: QuickBooks Setup & Ongoing Support (Quicken and QuickBooks), Budget Setup & Maintenance, Accounting Reconciliation, Financial Reports (unaudited), Fixed Asset Tracking, Year-end and...
AccountingAccounting For Small BusinessesAccounts PayableAccounts ReceivableBookkeeping
Tax and Other Accounting Services
$120/hr Starting at $180
Tax and Other Services Include: Financial Analysis - financial dashboards & reports for internal use. Fixed Asset tracking & depreciation. Business Consulting and Setup; obtain IRS EIN, business type...
AccountingAccounting For Small BusinessesAccounts PayableAccounts ReceivableBudget Setting
Quicken Personal Finance
$30/hr Starting at $60
Quicken - the best, most complete, personal finance software available. Services include: Setup & Ongoing support, Importing and Exporting, Budget Setup and Maintenance, Bank Account Reconciliation, Investment...
Account ReconciliationAccounting For Small BusinessesBudget SettingBudgetingCustomer Support
Year-end Clean-up: Quicken & Quickbooks
$45/hr Starting at $60
It's TAX SEASON! Does your Quicken or QuickBooks need a year-end review, clean-up, or reconciliation. We can review your books for general accounting accuracy to help make your tax-prep cleaner and simplified;...
AccountingBook ReviewsFinancial ReportsQuickBooksQuicken

About

Accounting Professional with experience in Accounting & Finance, Bookkeeping and Tax Preparation, including Tax-Exempt Organizations/Not-for-profits.

A highly motivated and self-driven independent professional with experience in accounting & bookkeeping services, financial analysis, and tax preparation. In addition to providing accounting & bookkeeping services to small businesses, I also provide personal financial & budget consulting and assistance to individuals and families. I have a decade of experience with QuickBooks business accounting software and over a decade of experience with Quicken personal finance software. I have developed my own budgeting and personal financial tools using Excel. I am an advocate of educating students and adults of all ages about the importance of personal finance. I have written The Basics of Personal Finance and Budgeting 101 which are tools to educate and teach families how to maintain their personal finances.

Education:
Bachelor's Degree in Accountancy
Bachelor's Degree in Finance

Experience
10+ years - Tax Prep, individuals & small businesses
10+ years - Financial Statement prep & analysis
10+ years - Fixed Asset tracking
15+ years - Bookkeeping (Quick-books AND Quicken)
20+ years - Personal Financial & Budgeting consulting

Work Terms

I am available phone during regular business hours and early evening and can be reached via email anytime with expected reply in 1-2 business days. Please see my contact information.