Personal Bookkeeper & Financial Coach (Remote, Part-Time to Full-Time)

About Me:

I’m looking for a reliable, detail-oriented person to help me stay on top of my finances. I want someone who can not only keep track of my bills and payments but also help me understand where my money is going, point out weaknesses, and guide me toward better financial habits.

What You’ll Do:

Track bills, due dates, and make sure payments are handled on time

Organize monthly income and expenses into clear reports

Help me understand cash flow and what I realistically need to earn to cover my lifestyle and financial goals

Point out problem areas (overspending, cash shortfalls, etc.)

Provide reminders and guidance so I stay on track

Offer financial “coaching” — not just the numbers, but advice and accountability

What I’m Looking For:

Strong bookkeeping and budgeting skills (QuickBooks, Excel, or similar)

Good communicator — can explain finances in a simple, practical way

Organized, dependable, and proactive about reminders

Ideally some background in personal finance, accounting, or coaching

Someone patient and supportive, but direct about pointing out weaknesses

Perks:

100% remote — work from anywhere in the U.S.

Flexible hours (just need consistent check-ins and tracking)

Great part-time role for a bookkeeper, financial coach, or accounting student who enjoys helping people directly

Opportunity to grow with me as I improve my finances

Pay: depending on experience please let me know what we can start with.

Hours: Part-time to full time in the future.

How to Apply:

Send me a text 310-739-8000 or email here on CL and a short note about your experience with bookkeeping/financial coaching and why you’d be a good fit. Thank you! Talk soon :-)