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personal financial statement preparation and analysis
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Finance & Management > Financial Reporting

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The client has made the following changes to the job.

Description
Date

Job awarded.

Jan 10, 2012

Job awarded.

Jan 10, 2012
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Job Description

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  • Posted: Wed, Jan 04, 2012
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Budget: Not Sure
  • Fixed Price Job
  • Elance Escrow Protection
  • U.S. freelancers must have W9
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I am a busy professional struggling to get a handle on my personal finances, particular from a cost/spending perspective. I would like someone to help prepare and regularly update the following statements for myself and my wife (also a busy professional):

- spending analysis: categorize and analyze monthly spending patterns across 3-4 different credit cards and 2-3 bank accounts
- income statement
- personal balance sheet

To enable you to prepare these you will be regularly provided with necessary supporting documents (i.e. hard or softcopy credit card and bank statements, payslips, etc).

As I live and travel in Asia, the ideal candidate will be familiar with Asia (i.e. products and merchants) in order to categorize spending when reading a credit card statement, for example.

I aim to start the job with the spending analysis and then if all goes well we can work together to prepare the other 2 statements.

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