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I need someone to enter all of my financial transactions into a financial software program and allocate all of my spending as well as make sure that I am staying on budget with various projects that I have going.
I need a "financial coach" to make sure that I am meeting my financial goals. You will give me feedback CONSTANTLY!!!!
You will be required to gather information from me as well as receive the information via email and or other electronic communications, and send me a report once a week and then go over the report with me via telephone. During this report you will update me on where I am with my budgeting and you will also update me on the next few months.
You and I will regularly update my balance sheet and cash flow statement. We will also forecast the next few months of spending and identify cash shortages and surpluses and plan for them accordingly.
I don't care what software you use for this task, but I will be able to access it with you and rev...
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