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Jodi L.
@jodisbudgetroom
Budget Consultant Excel Budget Support
Vereinigte Staaten
Englisch
Über mich
Hi I'm Jodi! I have 9 years of experience in accounting support experience and enjoy helping individuals and small business owners take control of their finances. I create customized Excel-based zero-based budgets that help clients understand their cash flow, organize spending, and work toward their financial goals. Whether you're adjusting to a life change, managing a household, or separating business and personal expenses, I'm here to help. I provide budgeting and financial organization services only and do not offer tax, legal, or investment advice.
Kompetenzen
Jodi L.
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
Budget & Prognose
I will create a custom zero based budget in excel
Portfolio
Arbeitserfahrung
Self Employed
Freiberufler • 9 yrs 1 mo
Jodi's Budget Room
Jan 2026 - Present • 6 mos
Creating customized zero-based budgets for individuals and small business owners using Microsoft Excel. Assist clients with cash flow sinking funds, tax set-asides, and separating personal and business finances. Provide guidance on maintaining budgets and tracking financial goals.
Accounts Payable Analyst
Dec 2017 - Present • 8 yrs 7 mos
Over nine years of experience supporting accounting operations, including payment processing, vendor management, financial documentation, excel reporting, and cash flow analysis. Experienced in organizing financial data and improving processes for accuracy and efficiency.
