Financial Insights / Personal Assistant
Budget: $30 – $250 USD
Hello,
The project requires an individual with basic accounts keeping knowledge and basic Office 365 skills.
Task:
• Record and categorize daily transactions from banking statements.
• Create monthly/ quarterly/ yearly balance sheets.
• Budgeting / Bill payments notice and track expenses.
• Notifying for timely payments.
• Schedule appointments for meetings and deadlines.
Discussions will make things more clear. A new project contract will be created every month for the appropriate individual.
This is a continuing project for a minimum of 6 months. Weekly 5 hour of work is needed.
The project requires an individual with basic accounts keeping knowledge and basic Office 365 skills.
Task:
• Record and categorize daily transactions from banking statements.
• Create monthly/ quarterly/ yearly balance sheets.
• Budgeting / Bill payments notice and track expenses.
• Notifying for timely payments.
• Schedule appointments for meetings and deadlines.
Discussions will make things more clear. A new project contract will be created every month for the appropriate individual.
This is a continuing project for a minimum of 6 months. Weekly 5 hour of work is needed.