Do you need help organizing your budget, bills, small business information, work processes, or daily tasks?
Remote service available. Most work will be completed by email and shared files, so the process stays simple and organized.
I build clean, beginner-friendly Excel spreadsheets, finance dashboards, trackers, checklists, and simple process documents for people and small businesses who want things organized without needing advanced computer skills.
Services available:
Personal Budget Spreadsheets
Simple budget trackers, bill trackers, spending trackers, debt payoff trackers, savings goal trackers, and personal finance dashboards.
Small Business Trackers
Income and expense trackers, client/job trackers, invoice/payment trackers, mileage trackers, project trackers, and simple business dashboards.
Workflow Documents & Checklists
Simple job aids, step-by-step instruction guides, process checklists, task trackers, and clean one-page reference documents.
Custom Finance Command Center
A spreadsheet built around your actual pay schedule, bills, debts, savings goals, and monthly routine.
Introductory pricing:
Simple Budget Starter Tracker - starting at $25
Personal Budget Dashboard - starting at $50
Custom Finance Command Center - starting at $95+
Small business trackers, checklists, job aids, and custom documents are priced based on the size of the project.
Payment accepted through Venmo or PayPal. Payment is collected after the project details are agreed on and before the final completed file is delivered.
I can help with:
- monthly budget trackers
- bill and spending trackers
- debt payoff and savings trackers
- small business income/expense trackers
- client or job tracking sheets
- simple dashboards
- process guides
- checklists
- job aids
- easy instructions so you know how to use the file
No spreadsheet experience needed. I focus on making everything clean, simple, and easy to follow.
For safety and privacy, I do not need bank logins, passwords, full account numbers, or private business passwords. General amounts, categories, due dates, tasks, and goals are enough.
Screenshots shown are sample previews. Final spreadsheets or documents are customized or delivered directly after purchase.
This is a spreadsheet and document organization service, not financial, legal, or tax advice.
Message me with what you are trying to organize, and I can recommend the best option.