Budget Planning & Savings Strategy
Publicada el 2026-07-27
Descripción de la oferta
I’m looking for an accountant who can step in as a true financial advisor. My immediate need is focused on planification budgétaire, with a clear emphasis on l’élaboration de stratégies d’épargne. Bookkeeping or tax filing aren’t part of this engagement; what I want is a well-structured roadmap that shows me where every euro should go so I can accelerate my savings goals without sacrificing essential expenses. I will share my current income, recurring costs, and short- to medium-term objectives. From there, you’ll analyse cash-flow patterns, identify quick wins, and set realistic yet ambitious savings milestones. Tools such as Excel, Google Sheets or any reputable budgeting software are fine—as long as the final model is transparent and easy for me to maintain. Deliverables • A tailored budget workbook with clearly labelled income, fixed, variable, and discretionary expense sections • A month-by-month savings timeline including percentage targets and actionable steps to hit them • A concise summary (PDF or Word) outlining key recommendations, potential risks, and next actions I’d like the first draft within a week, followed by one revision round to fine-tune the figures. If you have examples of similar budgeting projects or case studies, please attach them so I can gauge your approach.
Skills
Fuente original: freelancer