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Financial Consulting is an invaluable service for businesses who need help managing their finances. A Financial Consultant acts to provide strategic financial advice to their clients on how to improve their current financial outlook and increase profits. With expertise in accounting, analysis, and financial forecasting, a Financial Consultant is the consultant of choice for any organization looking to make well-informed business decisions and maximize their bottom line.
Here's some projects that our expert Financial Consultants made real:
Financial consulting can be a critical element for businesses who need solutions during times of difficulty or for aggressive growth opportunities. From advising startups all the way up to Fortune 500 companies, there are few limitations on what can be accomplished. Our experts will work closely with you, assess your business’s current environment, and create a scalable plan fit for the future. Get started now by posting your project in Freelancer.com today! Hire an experienced Financial Consultant and start achieving your long term business goals.
Müşterilerimiz, Financial Consultants freelancerlarımızı 11,128 değerlendirme içinden 5 üzerinden 4.9 ile derecelendirdi.Financial Consulting is an invaluable service for businesses who need help managing their finances. A Financial Consultant acts to provide strategic financial advice to their clients on how to improve their current financial outlook and increase profits. With expertise in accounting, analysis, and financial forecasting, a Financial Consultant is the consultant of choice for any organization looking to make well-informed business decisions and maximize their bottom line.
Here's some projects that our expert Financial Consultants made real:
Financial consulting can be a critical element for businesses who need solutions during times of difficulty or for aggressive growth opportunities. From advising startups all the way up to Fortune 500 companies, there are few limitations on what can be accomplished. Our experts will work closely with you, assess your business’s current environment, and create a scalable plan fit for the future. Get started now by posting your project in Freelancer.com today! Hire an experienced Financial Consultant and start achieving your long term business goals.
Müşterilerimiz, Financial Consultants freelancerlarımızı 11,128 değerlendirme içinden 5 üzerinden 4.9 ile derecelendirdi.I’m preparing early for the 2025 financial year of my Amazon online-arbitrage business and want a professional who can handle both financial reporting and tax preparation from start to finish. Experience with Amazon oa booking a must please explain what experience you have with this and Make sure first word of your proposal is banna so I know you read this .
Our Rentman environment needs a detailed audit to enable flawless integration with Xero for accounting purposes. The focus is on syncing invoices, costs, and payments with accuracy. Automatic invoice transfer, cost allocation, and payment reconciliation must work seamlessly without manual fixes. Key requirements: - Certification in Xero (or equivalent expertise) is mandatory. - Hands-on experience with Rentman is essential. - A background in AV-rental or events management will help align with our business needs. Responsibilities: • Audit our current Rentman setup to resolve data hand-off issues and optimize workflows. • Configure Xero so its data structure aligns with operations—charts of accounts, tax codes, and tracking categories included. • Ensure a live link bet...
I need a skilled Pine Script developer to convert my trend following trading strategy into a functional script. Key Requirements: - Convert a stock-based trend following strategy into Pine Script - Ensure script is accurate and efficient - Provide documentation for ease of use Ideal Skills: - Proficiency in Pine Script - Experience with trend following strategies - Background in stock trading
YOU MUST BE A CERTIFIED APPRAISER OR APPRAISAL company I need formal valuation reports for four separate businesses we own— I want the report to be income approach plus the value of the property combined. What I expect in every report • A clear asset/property appraisal coupled with an income-based analysis, woven into a single, defensible figure. • Supporting market evidence where relevant to show how the conclusion stacks up against comparable sales or earnings multiples. • A concise executive summary, detailed methodology, assumptions, and any sensitivity tables that help me explain the numbers to bankers and potential investors. I have evaluations with all the information for the properties. I’m trying to prove that my husband devalued all the busin...
Amazon oa booking for 2025 thousands of transactions across a bunch of cards experience with OA bookkeeping for Amazon sellers in must please explain in detail your experience in this field. Please also have the first word of your proposal B potato so I know you read this otherwise we’ll ignore the proposal since there’s many ai
Saya membutuhkan bantuan untuk menyusun penawaran layanan yang dapat menarik perhatian calon klien di sektor keuangan. Tujuan utamanya jelas: mendapatkan klien baru. Yang saya harapkan: • Struktur penawaran yang profesional—dari pembuka yang kuat, pemaparan nilai tambah, hingga call-to-action yang meyakinkan. • Penjelasan layanan secara ringkas namun tetap memuat data atau studi kasus singkat yang relevan dengan industri keuangan. • Satu draf awal, satu kali revisi terarah, lalu versi final siap kirim (Word / PDF). Silakan gunakan gaya bahasa formal-persuasif, sertakan elemen visual sederhana bila perlu (misalnya tabel keuntungan atau timeline). Pengalaman menulis proposal atau sales copy untuk perusahaan keuangan menjadi nilai plus.
I'm seeking an experienced retirement planner to guide me through the investment landscape and help secure my financial future. As a beginner, I need a professional who can simplify complex concepts and provide tailored advice. Key Areas of Assistance: - Investment Advice: Help me choose the right investment options. - Budgeting for Retirement: Create a sustainable budget. - Tax Planning: Optimize my tax strategies. - Estate Planning: Set up my estate plan. Ideal Skills and Experience: - Certified Financial Planner (CFP) or similar qualification. - Strong background in investment strategies. - Expertise in tax and estate planning. - Excellent communication skills to explain concepts clearly. - Experience working with beginners in retirement planning. Looking for someone who can pro...
I am ready to place a sizable portfolio with a single, full-service investment house in the United States—one capable of consolidating wealth management, retirement planning, and tax optimization under one roof while comfortably handling large balances and complex banking needs. At its core I’m after straightforward, basic portfolio management that can still execute across growth, value, and income-focused strategies without forcing me to juggle multiple providers. In other words, I want the breadth of an institutional-grade shop delivered with the simplicity of a unified relationship. Your task is to help me identify (and, if possible, facilitate an introduction to) the most suitable U.S. firm(s) that meet these criteria. I will need: • A short-list of candidate firms ...
My global-macro hedge fund is ready for its next growth phase and I want to bring in fresh institutional capital. All core materials are in place—a detailed business plan, audited past-performance data, and a comprehensive risk-management framework—so you will not be starting from scratch. What I need now is a specialist who can turn those assets into a compelling institutional pitch, identify the right gatekeepers (pensions, endowments, sovereigns, funds of funds), and guide the entire outreach process until real allocation discussions are on the calendar. This may include refining the deck and PPM, structuring due-diligence data rooms, and leveraging your existing contacts to open doors. Success is measured by: • A polished, investor-ready presentation suite suit...
Quiero cerrar y dejar lista la contabilidad de mi LLC correspondiente al año fiscal 2025 para poder presentar las declaraciones de impuestos sin contratiempos. Situación actual • Tienda pequeña de Amazon con pocos movimientos • Todas las ventas provienen de Amazon USA. • No uso ningún software contable; mi antigua contadora llevaba todo a mano. • Dispongo de hojas de cálculo de ingresos, gastos y extractos bancarios “algo organizadas”. Lo que necesito 1. Revisar y depurar los registros existentes en Excel/Google Sheets. 2. Importar o migrar esos datos al sistema que recomiendes (QuickBooks Online, Xero, FreshBooks o equivalente). 3. Clasificar y reconciliar cada transacción: Amazon fees, devoluciones,...
AI Automation for Finance Analytics AI / Machine Learning DO NOT BID IF BIDDING FOR 40-HOUR WORK WEEK WE ARE LOOKING FOR A CONSULTANT / BUILDER / TUTOR TO WORK WITH OUR TEAM 3-10 HOURS A WEEK TO BUILD THE SYSTEM JONITLY DO NOT BID FOR LONGER THAN THOSE HOURS. DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal...
AI Automation for Finance Analytics AI / Machine Learning DO NOT BID IF BIDDING FOR 40-HOUR WORK WEEK WE ARE LOOKING FOR A CONSULTANT / BUILDER / TUTOR TO WORK WITH OUR TEAM 3-10 HOURS A WEEK TO BUILD THE SYSTEM JONITLY DO NOT BID FOR LONGER THAN THOSE HOURS. DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal...
I need an expert to craft a comprehensive policy brief focusing on financial regulation, specifically securities regulations. Key Requirements: - In-depth analysis of current securities regulations - Recommendations for policy improvements - Evidence-based insights and data Ideal Skills: - Strong background in economics and financial regulation - Experience in policy writing - Proficient in research and data analysis
I run a telecommunications company and need help navigating the maze of taxes that apply to our industry. The immediate focus is telecommunications‐specific compliance: identifying every federal, state, and local obligation, making sure our surcharge calculations are correct, and preparing the filings so we never miss a deadline. What I would like from you: • A clear review of our current processes and invoices to pinpoint exposure or over-collection. • A step-by-step compliance roadmap that tells me which forms go where, when, and with what supporting data. • Practical advice on maintaining documentation in case of an audit, plus recommendations for any software or tools that will keep us organised. If you also have experience with broader telecom issues—r...
I need help keeping my company’s books in order here in Vietnam and I’d prefer to work with someone who can communicate comfortably in English. The work is strictly Bookkeeping and I follow a double-entry system, so you should already be confident with that method. You will take over the day-to-day recording of transactions, reconcile our bank statements, and prepare the regular management reports I rely on to make decisions. Everything must align with Vietnamese regulations while remaining clear to an English-speaking owner. If you are based in Vietnam, fluent in English, and experienced with double-entry bookkeeping, I’d love to hear how you would structure the workflow and your expected turnaround times.
I’m putting together a series of finance-focused pieces and need a writer who can explain complex concepts in a clear, educational tone. Each article should be thoroughly researched, backed by reputable sources, and structured so a reader with limited background in finance can follow along without feeling overwhelmed. Here’s what matters to me: accuracy, logical flow, and a style that teaches rather than sells. Please cite data where appropriate, weave in real-world examples, and close with concise takeaways a reader can act on. I’ll provide the core topics and target keywords; you’ll supply engaging headlines, well-organized sub-headings, and polished, client-ready copy that requires minimal edits. If this sounds like the kind of writing you enjoy, send over a br...
Our financial year has closed and I now need a full set of UK-compliant accounts prepared for a small limited company. The trial balance, bank statements will be supplied in Excel, along with access to our cloud ledger (Xero). The deliverable must include: • Profit & Loss (FRS 102 section 1A or FRS 105, whichever fits once you review the numbers) • Balance Sheet with all statutory notes • Statement of Cash Flows • iXBRL tagging ready for Companies House and HMRC submission Please apply normal UK GAAP presentation, reconcile every balance back to the trial balance, and flag any ledger issues you spot so I can clear them quickly. A brief hand-over call at the end to walk me through the figures will complete the assignment. When you respond, focus on you...
I need an experienced QuickBooks hand to configure “jobs” (sub-customers/projects) inside my existing company file so I can pull a clean, one-page view of any individual job’s numbers. Right now everything sits under broad customer accounts, which makes it impossible to see revenue, expenses, and profitability per job at a glance. What I’d like you to do is hop into a screen-share, assess how the file is organised, and then: • create a sample job structure I can reuse • map the right income and cost accounts to it • turn on or fine-tune any preferences required for job costing • demonstrate how to generate the key report that isolates one job (Profit & Loss by Job or the closest equivalent in my version) Please record or docume...
I need a QuickBooks expert to help with data entry and reconciliation. Key tasks include: - Entering and reconciling: - Invoices and receipts - Bank transactions - Vendor bills and payments - Setting up automated processes for bank feeds The ideal candidate should have: - Proven experience with QuickBooks - Strong attention to detail - Ability to set up automation within the platform - Prior experience with data entry and reconciliation Please provide examples of similar work done and estimated completion time.
I need an experienced Oracle E-Business Suite Functional Consultant specializing in the Financials module. Key Requirements: - Configuration and setup - Troubleshooting issues - User training and support Focus Areas: - General Ledger - Accounts Payable - Accounts Receivable Ideal Skills and Experience: - Proven expertise in Oracle EBS Financials - Strong problem-solving skills - Experienced in training end-users
I need an experienced Wave specialist to get our books fully operational, working hand-in-hand with our external accountant and shaped around the needs of a small real-estate–focused business. The immediate priorities are to build a clean chart of accounts that mirrors industry-standard real-estate categories and to connect all current bank and credit-card feeds so transactions flow in automatically. While we are not importing a full history, you will reference a partially updated Xero file and my written guidelines to recreate opening balances and key comparative data inside Wave. I will supply the Xero access and any supporting worksheets you need. No end-user training is required; the goal is simply a seamless setup that lets my accountant step straight into monthly reconciliati...
Saya sedang mencari bantuan keuangan berupa INVESTASI untuk memperbaiki kondisi ekonomi pribadi saya sebagai mahasiswa. Fokus utama saya adalah: • Menyusun strategi investasi sederhana namun efektif yang cocok dengan pendapatan terbatas dan risiko rendah. • Memetakan rencana jangka pendek hingga lulus kuliah serta proyeksi jangka panjang setelah memasuki dunia kerja. • Mendapatkan panduan langkah-demi-langkah: penentuan tujuan, pemilihan instrumen (misalnya reksa dana pasar uang, obligasi ritel, atau saham blue-chip), hingga cara memantau portofolio secara rutin. Saya membutuhkan penjelasan praktis dan mudah dipahami, termasuk template anggaran bulanan, tabel simulasi pertumbuhan dana, dan daftar aplikasi atau platform investasi yang relevan di Indonesia. Bila Anda b...
I need a training in comprehensive reporting and financial reports generated by odoo as well as budget forecast and analysis (sales and expenses)The dashboard will primarily display financial data. Requirements: - Financial Reporting Dashboard - Income Statements - Balance Sheets - Cash Flow Statements -Sales analysis -Expenses analysis -Forecast and budgets Ideal Skills: - Experience with financial data visualization - Proficiency in dashboard development tools - Strong understanding of financial statements - Ability to deliver high-quality work Please provide relevant work experience in your bids.
Looking to do analysis on a Polymarket trading technique to understand what kind of strategy is being used, comparing it with copy trading bots to understand more about the edge. You also need excellent coding/algorithm skills to understand and tweak code
I lead a mid-sized company in the technology sector and need a finance consultant who can drill into our profit-and-loss statements. My aim is straightforward: I want to understand exactly what the numbers reveal—where we earn, where we leak, and why. You will receive our latest P&Ls together with any supporting schedules you request. From there, I’m expecting an insightful breakdown that: • highlights revenue drivers and cost centers, • flags unusual trends or one-offs, and • spells out clear, actionable next steps for leadership. Please present the analysis in Excel or Google Sheets, backed by a brief written summary and a short walkthrough call or video so my team and I can grasp the insights quickly. Experience with technology businesses of si...
I run a small, fast-moving tour company and I’m ready to hand the numbers to a reliable virtual accountant. What I need is straightforward: daily bookkeeping and clear, timely financial reporting that lets me see where we stand at a glance. Here’s what the role covers each day: categorising sales and expense transactions, keeping every ledger current, and reconciling accounts so nothing slips through the cracks. On a monthly cycle I also expect the core financial statements—profit & loss, balance sheet, and a brief commentary on any unusual movements—so I can make decisions quickly. I already have payment processors and banking feeds connected; if you’re comfortable with mainstream cloud accounting platforms we’ll get along fine, and I’m open...
Saya berencana membangun kekayaan melalui jalur investasi saham dan membutuhkan dukungan analisis pasar yang tajam serta rekomendasi saham yang dapat diandalkan. Apa yang saya perlukan: • Kajian menyeluruh tentang kondisi pasar—baik domestik maupun global—untuk mengidentifikasi sektor dan emiten yang berpotensi unggul. • Rekomendasi saham lengkap dengan harga masuk, target take-profit, dan batas cut-loss yang jelas. • Ringkasan alasan fundamental serta konfirmasi teknikal (trend, support-resistance, indikator kunci) bagi setiap rekomendasi. • Pembaruan berkala (mingguan atau saat ada perubahan signifikan di pasar) dalam format laporan singkat yang mudah dipahami. Kriteria keberhasilan: • Rekomendasi mengikuti profil risiko moderat hingga agresif...
Hi Client, I’d be happy to support your monthly QuickBooks Online bookkeeping. I specialize in helping small businesses keep their records accurate, reconciled, and ready for decision-making. With around 50 transactions per month, this is a great fit for a consistent and well-organized workflow. Here’s how I can help you: • Reconcile all bank, credit card, and payment accounts • Categorize income and expenses based on your chart of accounts • Deliver clear month-end reports (Profit & Loss, Balance Sheet, Cash Flow) • Complete everything within your 5-day timeline I’m detail-oriented, maintain strict confidentiality, and communicate clearly if questions come up. I’m ready to start and would love to work with you long term. If you’d...
My Stripe dashboard currently displays the warning “Provide information about what you’re selling — payouts will be paused.” my website look like freepik (selling graphics and vectors)
It is Basically a Simple Budget tracker and Show some Financial Data But Now I need to add Some AI which guide user about thier Personal finance as per Thier answers. It read user sms and record it and Show data. Another area which is Related to Share market where we need to Build Trading journal . User can upload thier contact note and It automatically Fill Requied data
I’m refreshing my Zoho Books file as of 1 April 2025. Historical activity will stay archived in the same organisation, but from that date forward I want a clean ledger driven by accurate opening balances. Here’s what I need from you, ideally in a live one-hour session we schedule immediately after you accept the job: • Post opening balances for every customer, vendor, and the remaining balance-sheet accounts so the 31 Mar 2025 closing trial balance rolls forward perfectly. • Use the existing control accounts—I’ve already created them—so no redesign is necessary; just make sure the journal entries hit the right ledgers. • Maintain data integrity: no alteration or deletion of pre-01-Apr-2025 transactions. • Finish with a reconciled ...
I need help filing my FICA refund claim for CY 2025. I was F-1 status Jan-Sep 2025 and then switched to H-1 Oct-Dec 2025. I want my refund back. Requirements: - Experience with FICA refund process - Knowledge of necessary forms and documentation - Ability to ensure accurate and timely submission
Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...
We are seeking an experienced Fundraising Strategist / Capital Advisor to support FlashLeak, a category-defining startup building the world’s first trust-first marketplace for verified and licensable cultural information. About FlashLeak FlashLeak transforms how exclusive cultural moments and emerging stories are verified, licensed, and monetized through AI, human review, and governance-first design. We have a completed pitch deck, defined business model, and core founding team in place and are preparing for our seed fundraising round. Role & Responsibilities Develop and execute fundraising strategy Refine investor targeting and outreach Optimize pitch narrative and positioning Facilitate introductions to angels and VCs Prepare founders for investor meetings Support due diligence...
I run a small sole proprietorship as ecommerce and need a reliable professional to prepare and lodge my GST return every month. All bookkeeping is already handled on my end—I simply send you a tidy spreadsheet (and scanned invoices/receipts) that I compile manually. Your role is to check accuracy, complete the necessary GST forms, file them on time, and send back the filing confirmation for my records. To make sure we stay compliant, I expect you to: • Review the figures I supply, flagging any inconsistencies • Prepare and file the correct monthly GST return (GSTR-1 and GSTR-3B in India, or the equivalent in your jurisdiction) before the deadline • Provide a brief summary of tax liability or refund due along with the official filing receipt Experience with ...
Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...
Je souhaite créer une activité de consultation en ligne dans le domaine Business et finance afin de travailler avec des clients du monde entier et générer des revenus quotidiens. Pour y parvenir, j’ai besoin d’un expert qui m’accompagne de l’idée jusqu’à la mise en marché. Vos missions : • Structurer une offre de services claire et rentable (conseil en gestion, planification financière ou stratégie marketing, selon la pertinence). • Définir le positionnement, la tarification et les outils indispensables pour des sessions virtuelles (Zoom, Calendly, passerelles de paiement, etc.). • Mettre en place un processus simple pour attirer, convertir et fidéliser les clients...
Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...
I have just chosen Zoho Books for my small consulting practice and need someone to walk me through a clean, one-user setup. The goal is to start issuing invoices and tracking expenses without any messy trial-and-error work on my side. Here’s what I expect from you: • Configure the organisation profile, fiscal year, GST/VAT or relevant tax settings, and an appropriate chart of accounts for a service-based business. • Activate online banking feeds, import my opening balances, and create sample transactions so I can see the flow end-to-end. • Set up branded invoice and payment receipt templates and make sure my Stripe payment gateway connects smoothly. • Give me a concise Zoom hand-over session (recorded) explaining daily workflows—creating invoices, reconcili...
I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...
Saya merasa arus kas mulai tidak terkendali dan membutuhkan panduan profesional untuk menstabilkan keuangan. Fokus utama saya adalah memahami posisi keuangan saat ini, menemukan kebocoran pengeluaran, lalu membangun anggaran yang realistis agar saldo kas kembali positif dan tetap terjaga ke depannya. Ruang lingkup yang saya harapkan: • Analisis singkat laporan mutasi rekening dan tagihan terakhir guna memetakan pemasukan-pengeluaran. • Rencana anggaran terperinci 3–6 bulan, lengkap dengan rasio tabungan, dana darurat, dan alokasi biaya rutin. • Rekomendasi pengurangan biaya serta ide meningkatkan pendapatan jika ada potensi sampingan. • Template sederhana (Excel / Google Sheet) untuk memantau cash-flow dan target bulanan. • Satu sesi tinjauan daring ...
I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...
Our HOA Board representing 1400 homeowners needs an experienced forensic auditor to put fresh, objective eyes on our 2024 and 2025 financial activity. Our community is managed by an HOA Management Company, and all bookkeeping runs through Avid Strongroom. QUALIFICATIONS: CPA and verifiable Certified Fraud Examiner (CFE) or Certified Fraud Investigator (CFI) and perferred business located in Southern California, but will look at all applicants with verifiable credentials. Prefer candidate with strong HOA experience. Must submit copy of Verifiable Credentials plus at least 5 Testimonials from prior work. SCOPE: • Re-examine my preliminary audit of four vendor invoices pulled directly from Strongroom. Confirm every figure and supporting document I captured, and flag or correct anyth...
I’m late on my IRS reporting and need an experienced tax professional to prepare and file a 1099-NEC for me right away. Speed is critical, but I also want everything done exactly to IRS standards so I can avoid penalties or amended returns later. Here’s where things stand: • The return involves a single 1099-NEC, not a 1099-MISC or 1099-DIV. • I still have to track down some supporting documents, so I’ll rely on you to outline precisely what’s missing and guide me on how to gather it quickly. • When you respond, highlight similar 1099-NEC filings you’ve handled and the tools you use (e-file platforms, QuickBooks, TaxAct, etc.) so I can gauge your experience. Deliverable A fully prepared, error-checked 1099-NEC ready for e-filing, along...
I’m looking for a seasoned financial consultant who lives and breathes risk management within the finance and banking sector. The projects you’ll be advising on all exceed the USD 10 million mark, so I need someone comfortable dissecting complex portfolios, spotting hidden exposures, and translating regulatory expectations into clear, actionable steps. Here’s what I expect from our collaboration: • A thorough risk assessment covering credit, market, liquidity, and operational factors relevant to large-scale banking initiatives. • A concise mitigation plan that ranks exposures by severity, maps them to capital requirements, and suggests cost-effective hedging or restructuring tactics. • Practical implementation guidance—stress-testing models, sc...
I have two separate bank accounts and I need a concise Profit & Loss statement for each covering the period 1 Aug – 31 Dec 2025. The statements should follow a standard accounting format and present a clear summary of income versus expenses; no line-by-line breakdown is necessary. You will be working from the raw bank statements, which average about nine deposits/credits totalling roughly $29,561.85 and sixty-seven checks/debits totalling about $29,983.57 each month. Once complete, I’d like the finished reports delivered as ready-to-share PDFs. Deliverables • P&L Report #1 (Account A) – PDF • P&L Report #2 (Account B) – PDF Please let me know what source files or clarifications you require so we can get started right away.
I need a Canadian Certified Professional Accountant to perform an independent audit examination of my non-profit’s financial statements for the most recent fiscal year. Our annual revenue sits between $150,000 and $250,000, so the engagement is straightforward but must still satisfy board oversight and donor expectations. Scope of work covers the balance sheet, income statement, and cash-flow statement only. You will review underlying documentation, test material transactions, evaluate accounting policies against GAAP, and issue a signed audit opinion that can be shared with regulators, funders, and the board. A concise management letter highlighting any control or presentation issues would also be appreciated. I can provide digital access to QuickBooks files, bank statements,...
My LLC’s Xero file needs a thorough once-over so I can hand clean, accurate numbers to my tax preparer. All bank and card feeds are connected, and right now I average fewer than ten transactions a month, but the entire past year still needs reconciling and proper categorisation. Here’s what I’m after: • Reconcile every 2025 transaction against statements • Correct any mis-codings and bring all accounts, assets and liabilities to real balances • Tie the books out so that sales tax, owner draws and expenses are properly mapped to the correct tax lines I don’t need a full set of financial statements—just clean, balanced books that can be exported for the return. If you’re comfortable working directly in Xero and can turn this a...
I need a skilled bookkeeper for my small e-commerce business in Ukraine. Requirements: - Prepare and file local and federal taxes - Experience with e-commerce tax regulations - Proficiency in accounting software (QuickBooks, Xero, FreshBooks is a plus) Ideal Skills: - Tax preparation expertise - Attention to detail - Strong organizational skills Looking for someone reliable and experienced to ensure my tax obligations are met accurately and on time.
I need an experienced Chartered Accountant to manage Condonation of Delay filings via the MCA portal. Key Requirements: - Proven experience with MCA condonation of delay - Strong understanding of Companies Act compliance - Expertise in assessing penalty exposure and optimizing outcomes - Practical experience is a must; theoretical knowledge is insufficient Deliverables: - Successful condonation of delay filings without penalties - Optimized penalty reduction outcomes - Comprehensive compliance review and advice Engagement terms are flexible; open to project-based or retainer arrangements. Please DM only if you have relevant experience.
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