Personal Daily Money Manager
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Assist with budget and spending plans
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Monitor & reconcile bank, credit card and mobile payment accounts
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Pay bills, handle billing disputes
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using the client's funds
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Review and prepare tax packages for Client's tax professionals
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12-month commitment
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Billed hourly or monthly (after 90 days)
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Meetings via Zoom
Business Daily Money Manager
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Assist with budget and spending plans
-
Monitor & reconcile bank, credit card and mobile payment accounts
-
Pay bills, handle billing disputes
-
using the client's funds
-
-
Review and prepare tax packages for Client's tax professionals
-
12-month commitment
-
Billed hourly or monthly (after 90 days)
-
Meetings via Zoom or in person (if local)
I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or its affiliates.