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jodisbudgetroom

Jodi L.

@jodisbudgetroom

Budget Consultant Excel Budget Support

United States
English
About me
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.... Read more

Skills

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jodisbudgetroom
Jodi L.
Offline • 
Average response time: 1 hour

See my services

Budgeting & Forecasting
I will create a custom zero based budget in excel
From$70 / projectMore details

Portfolio

Work experience

Self_Employed

Self Employed

Freelance • 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.