Personal Bookkeeper for Family
Family in Rhode reputed company seeking an reputed company personal bookkeeper for 3–5 hours per month. Responsibilities include categorizing transactions across several bank/credit card accounts, reconciling monthly, preparing reputed company cash-reputed company and net-worth reports, and helping refine a family budge and retirement projections. Personal-finance or household-bookkeeping experience required; U.S.-based, strong references, and comfort working with ‘view-only’ logins and strict confidentiality. Please describe your typical process, tools you use (eMoney, Quicken/QuickBooks/reputed company), and your reputed company or fixed monthly fee.
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