We all strive to be more organized and more fiscally responsible. However, not everyone is so inclined. What you need are the tools to assist you in getting your finances together. Let me assist you in coming up with a budget to guide your spending habits. There are many ways to make your monthly bills little more than an afterthought.

How would you like to actually know how much you bring in a month and how much disposable income you have? It may surprise you but many individuals don’t pay attention to what their income and expenses are each month. This often leads to you living paycheck-to-paycheck. I don’t offer any magic pills just assistance in creating a personal budget that has all your bills and income accounted for.

It’s much easier than you think and more often than not, you can actually set a budget that doesn’t change from month to month. Here’s a tip, many utility companies offer set billing such as Budget Bills or Flat Bills. What this means is that you can pay the same amount each month. Additionally, there are resources on many of those bills that show you your usage for the course of a year, this also assists you in gauging how much your bill will likely be.

I understand how intimidating and daunting creating a budget can be and we can certainly help you. I make it easy to understand and use in a manner that doesn’t disrupt your life. It’s one thing to know that you need to do a budget and yet another in actually getting it done.

For $100 I provide you with a budget (electronic and hard copy) and assist you (if desired) with understanding online bill pay and the benefits of using automatic payments. I create it in Microsoft Excel (or Google Sheets) so you can edit it as you desire. There’s no need to share any of your confidential information with me. I’ll walk you through developing and maintaining a personalized budget and get you on your way to a more financially organized you!

Need a professionally created invoice and someone to keep track of them? There’s no job too small. If you need to create an invoice for someone I can do it for you. Each invoice created is $5 and this includes emailing, faxing or sending it via first class domestic mail (add $1 for delivery confirmation). You will also receive an electronic and/or hard copy of the invoice for your records.

 Package   Features
  • Cost: $100
  • Electronic and hard copy of your customized budget
  • Personal assistance with understanding online bill pay and automatic payments
  • Cost: $5 (for the first invoice)
  • Cost: $1 (for each additional invoice)
  • Emailed, faxed, or sent to recipient via USPS first class domestic mail (add $1 for delivery confirmation services)
  • You receive an electronic and/or hard copy for your records
  • I keep a copy of the invoice on file and if requested, I can provide you with a statement at the end of the year for your tax records
  • I can work with you on a per hour basis as well for $40/hrContact me for more details.

Terms and Conditions

Clients may be required to sign a Service Agreement dependent upon the scope of work. All major credit cards are accepted as well as ACH payments. Billing terms are negotiable and can be weekly, bi-weekly or monthly. I use FreshBooks for invoicing and time tracking. Upon receipt of payment, you will be contacted within 1 business day in order to discuss the specifics of your order. During that time, you may email or fax (706.383.7727) the necessary documents or additional comments or questions that you may have. Once I have spoken or corresponded with you via email you will receive your order in the specified format (if applicable) within 48 hours (unless otherwise stated). If you are dissatisfied with your order or the service you received, please let me know within 24 hours of receipt of your final deliverable.