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Financial planning, budget creating, and cost projection reports

$10-30 USD

In Progress
Posted about 6 years ago

$10-30 USD

Paid on delivery
I need some help with finding an accountant. I have a 88 year old retired friend who received a monthly check from the government and thats all his income. He received a small amout from an investment portfolio that he draws from monthly by a certain amount to pay his cost of living and expenses. But he doesnt have a budget, he spends too much on unneccessry things and he has bank debt. I need assistince with providing a forecast if when his money will run out and a proposed budget to get him back in track.
Project ID: 16529780

About the project

17 proposals
Remote project
Active 6 yrs ago

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17 freelancers are bidding on average $38 USD for this job
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$30 USD in 1 day
4.9 (94 reviews)
7.1
7.1
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Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 10 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh
$100 USD in 1 day
4.9 (64 reviews)
6.3
6.3
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Greetings from Houston ! I am a 'Dean Scholarship' recipient for (MBA in Finance) business graduate studies from NYU Stern, USA. I am CFA (USA) charter holder. I am expert in financial modelling and am part of JPMC (i-banking).
$25 USD in 1 day
4.7 (23 reviews)
6.1
6.1
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Hello, I have extensive experience in Financial Analysis, Accounting and Economics, Project Management and Academic writing. My skill set includes extensive familiarity in the following categories: 1) Written Business Reports - Business Plan, Investment Memorandum, Financial Performance ... 2) Developing Financial models, Business valuations, Financial Projections 3) Designs and estimation of Econometric models 4) Essay writing in Finance, Economics, Accounting, Business, Management and International trade. Whatever format or references you want will be included with precision. We are a team of professionals with many qualifications that will allow us to serve you. Our experience and diverse skill set makes us a dynamic resource for meeting all of your requirements. I look forward to hearing from you, and would love the chance to work for you.
$111 USD in 1 day
4.9 (12 reviews)
5.7
5.7
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I am an accountant. I studied finance, accounting and administration. I am sure that I can help you
$35 USD in 2 days
5.0 (20 reviews)
5.2
5.2
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We are an established Certified Public Accountants firm since 2008 based in India. We are a team of two CPA's & six Chartered Accountants. We currently offer services to overseas clients based in USA, Australia, Canada, UAE, UK & Singapore. We have an extensive experience of providing the following services: Management Consultancy Bookkeeping Services using Intuit Quickbooks Financial statements preparation Financial project report writeup Financial Projections General ledger maintenance Accounts payable Accounts receivable Bank Reconciliation Payroll processing Sales & use tax compliance Tax returns Other than the above mentioned services we can customize our services as per your requirements. We have a very strong team and good number of professional head counts who can consistently provide you with real time assistance. You will get to see 3 qualities in our services- Timely completion Qualitative work Data security We are looking forward to speak with you for your requirements and assist as appropriate. Sincerely, Dev Kothari
$20 USD in 1 day
4.8 (23 reviews)
5.2
5.2
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Hi, I am interested in your project. Please message me to discuss more. Regards, Jeetendra Chaurasia
$30 USD in 2 days
4.8 (26 reviews)
4.8
4.8
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Hi, I am very good in accounting and finance having 6 years of working experience in a multinational organization. For further you can visit my profile. Please contact with me. Thanks
$25 USD in 1 day
5.0 (19 reviews)
4.3
4.3
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Hello. I bid for this project because I'm an Chartered Accountant with lot of experience in financial analysis and personal finance. I guarantee you an accurate job and fast delivery, all this in exchange of a fair rate that is perfectly adjusted to your budget.
$30 USD in 1 day
4.9 (17 reviews)
3.3
3.3
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Good day. Im interested interested in doing the project. I can provide you with the needed projected cash flows to assist the client in spending the cash. Looking forward to working with you.
$20 USD in 1 day
5.0 (6 reviews)
2.8
2.8
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Myself being a Chartered Accountant aware of the preparation of budgets and financial planing. I have so this project. Thanks, Vaishnavi Relevant Skills and Experience Financial planning, Budgets
$35 USD in 2 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Ft. Lauderdale, United States
5.0
6
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Member since Nov 7, 2013

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