Online Accounting tutor

1 month ago


Bloomington, United States TeacherOn.com Part time
### Automated Personal Finance Tracker #### Objective: Create an automated system for tracking and analyzing personal financial transactions. This system should require minimal input from you—only the basic details of each transaction. It will then automatically generate detailed monthly summaries and insights, particularly focusing on investment projects such as stocks and cryptocurrencies. #### Updated Requirements: 1. *Software Selection*: Identify a software tool that allows for easy input of transaction data and automated data processing. While Excel is an option, you are encouraged to explore software with advanced automation capabilities. 2. *Simple Data Entry*: - Set up a user-friendly interface for daily entry of basic transaction details: date, amount, and a broad category (like Food, Salary, Investment). 3. *Automated Categorization*: - The system should automatically categorize transactions into relevant subcategories (e.g., Investments split into Stocks, Crypto-Mining, NFTs). - Ensure that stock transactions automatically differentiate between investments and dividends. 4. *Automated Monthly Summary*: - Develop an automated process to compile a comprehensive monthly financial summary. - This summary should distinguish between total income, expenses, and debt without manual sorting. 5. *Investment Tracking Automation*: - Implement features that automatically track and analyze the performance of investments in stocks and cryptocurrencies. 6. *Automated Graphical Representation*: - Configure the system to generate graphs automatically based on the input data. - Use appropriate graphs (like line, bar, pie charts) for different types of data analysis. 7. *Performance Indicators*: - Set up automatic calculations for key financial indicators such as investment returns, savings rate, and debt-to-income ratio. 8. *Documentation*: - Provide documentation on the setup of the automation features and the logic used for categorization and summary generation. 9. *User Guide for Basic Input*: - Produce a concise guide focusing on how to input transactions into the system.

Level: Expert

Gender Preference: None

Meeting options:
Available online - via skype etc.

  • Bloomington, United States TeacherOn Full time

    Hey I am looking for sql and python coaching can you please let me know the details you can text on watsapp at *** Level: BeginnerGender Preference: NoneMeeting options:Available online - via skype etc.

  • Staff Accountant

    4 weeks ago


    Bloomington, United States Hilo Talent Partners Full time

    Job DescriptionJob DescriptionCOMPANY OVERVIEWHilo Talent Partners is recruiting for an outsourced accounting firm servicing the greater Minneapolis/St. Paul metropolitan area. It was founded in 2015 with a mission to provide entrepreneurs and growing businesses with professional, reliable, and experienced accounting staff.ROLE OVERVIEWWe are looking for a...

  • Staff Accountant

    4 weeks ago


    Bloomington, Minnesota, United States Hilo Talent Partners Full time

    COMPANY OVERVIEW Hilo Talent Partners is recruiting for an outsourced accounting firm servicing the greater Minneapolis/St. Paul metropolitan area. It was founded in 2015 with a mission to provide entrepreneurs and growing businesses with professional, reliable, and experienced accounting staff. ROLE OVERVIEW We are looking for a talented individual to...

  • Account Executive

    1 month ago


    Bloomington, United States RocketLevel Full time

    Job DescriptionJob DescriptionBE AWESOME, DO AWESOME THINGS. That’s what we’re all about at RocketLevel. Our mission is to empower small businesses to succeed so local communities can thrive.We’re looking for passionate, motivated team members who will represent RocketLevel in their beloved city. If you’re connected to the community and want to make...


  • Bloomington, United States COUNTRY Financial Full time

    As a Securities Associate for COUNTRY Capital Management Company (CCMC) you'll contribute to the overall success of the team and the Investment Services division. You'll be responsible for processing new business and performing various tasks, providing a vital link between COUNTRY's Advisors and CCMC's 3rd party vendors. You'll provide information related to...


  • Bloomington, United States Nightmotorsport Full time

    Job DescriptionJob DescriptionThis position requires knowledge and experience with QuickBooks and inventory builds, in addition to Word, Excel, and similar programs. Integrity and organization are key attributes as this position is responsible for handling and maintaining confidential information. Strong inter-personal communication skills and a drive for...

  • Collections Officer

    3 weeks ago


    Bloomington, United States Rasmussen College Full time

    Collections Officer Rasmussen UniversityOnline/RemoteThe Collections Officer is responsible for utilizing their financial knowledge to educate and inform new, current and former students of the financial status of their student account and collect outstanding Student Payment plans and/or setting up payment arrangements. This position ensures students are...

  • Financial Analyst

    4 weeks ago


    Bloomington, United States Rasmussen College Full time

    Financial AnalystRasmussen UniversityOnline/RemoteThe Financial Analyst is responsible for providing management with financial information by researching and analyzing accounts and preparing financial statements. This includes the timely completion of analysis, reporting, accounting requests associated with the Month-End/Quarter-End/Year-End close...

  • Financial Analyst

    4 weeks ago


    Bloomington, United States Rasmussen College Full time

    Description Financial AnalystRasmussen UniversityOnline/Remote The Financial Analyst is responsible for providing management with financial information by researching and analyzing accounts and preparing financial statements. This includes the timely completion of analysis, reporting, accounting requests associated with the Month-End/Quarter-End/Year-End...

  • Controller

    1 day ago


    Bloomington, United States Project Corporate Inc Full time

    Job DescriptionJob DescriptionProject Corporate is in search of a Controller. Project Corporate offers a dynamic, backend administrative solution to a network of commonly owned companies in a variety of industries.The ideal candidate for this role has excellent communication skills, is highly organized, and has experience and interest in managing a...


  • Bloomington, United States Rasmussen College Full time

    Clinical CoordinatorRasmussen UniversityOnline/RemoteThe Clinical Coordinator is responsible for securing, maintaining, and evaluating clinical sites for diverse and robust programs within the School of Nursing. The Clinical Coordinator promotes and supports the vision and mission of the Nursing program at the University. The incumbent is expected to...


  • Bloomington, United States Starcrest Cleaners Full time

    CRDN Of Central Illinois: A Division of the Starcrest Companies  Position: Sales and Marketing Professional  About The Starcrest Companies & CRDN: The Starcrest companies are rooted in the service industry with a commitment to serve! We are partnering with CRDN (the leading full-contents restoration company in the country) to help individuals and...

  • Retail Manager

    4 weeks ago


    Bloomington, United States Cellairis Full time

    Core Competencies: Sales Driven Leader by nature, determined, and self-motivated Persuasive personality and results-oriented Skilled at strategic planning, execution, and analysis Tech-Savvy Consumer focused Required Attitude/Personality: Ownership mentality - handles store operations "as if" it was their personal business Drive and...

  • Social Media Manager

    4 weeks ago


    Bloomington, United States DKY Full time

    Job Description Job Description Salary: DKY Social Media Manager DKY is looking for an experienced Social Media Manager to build and lead our Social Media service offering and manage the agency’s Social presence. The ideal candidate will be a proactive, self-starter with the vision to capitalize on opportunities to grow both client and DKY Social...


  • Bloomington, United States Daugherty Business Solutions Full time

    Title Senior Sales Executive - Twin Cities, MN Overview Daugherty Business Solutions is a technology consulting company focused on leading transformational and go-to-market solutions for our Fortune 500 clients. We're a vibrant culture of visionary thinkers and doers, all dedicated to helping our clients' business thrive. We know technology inside and out,...


  • Bloomington, Illinois, United States Intelsat Full time

    Intelsat US LLC seeks a Sr. Principal Terminal Development & Design Engineer in McLean, VA.Duties: Define and develop a range of user terminals to support new / enhanced Managed Service Products, maximizing value though realization of cross-BU synergies. Work closely with our Innovations team to develop user terminal solutions that address customer and...

  • Social Media Manager

    4 weeks ago


    Bloomington, United States DKY Full time

    Job DescriptionJob DescriptionSalary: DKY Social Media ManagerDKY is looking for an experienced Social Media Manager to build and lead our Social Media service offering and manage the agency’s Social presence. The ideal candidate will be a proactive, self-starter with the vision to capitalize on opportunities to grow both client and DKY Social engagements....


  • Bloomington, United States Daugherty Business Solutions Full time

    Title Senior Sales Executive - Twin Cities, MN Overview Daugherty Business Solutions is a technology consulting company focused on leading transformational and go-to-market solutions for our Fortune 500 clients. We're a vibrant culture of visionary thinkers and doers, all dedicated to helping our clients' business thrive. We know technology inside and out,...


  • Bloomington, United States Solution Tree, Inc. Full time

    Onsite Position in Bloomington, IN Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. EST About Us: Solution Tree delivers comprehensive professional development to schools and districts around the world. We empower K-12 educators to raise student achievement through a wide range of services and products including educator...


  • Bloomington, Illinois, United States MEDSTAR HEALTH Full time

    Serves as the initial contact person at the medical practice or hospital department and greets patients in a courteous and professional manner. Coordinates efficient patient flow through the practice or hospital department assigned. Makes appointments, registers patients, collects co-payments, Time-of-Service (TOS) payment processing, updates demographic and...