How to come up with a great business idea
Struggling to come up with the best idea? Our exhaustive guide runs through the idea generation process to help you tap into your inner Steve Jobs.
Finance is the science and art of managing money and resources. It involves understanding economic activities, markets and other areas such as taxes, investments, business law, and financial reporting. A Financial Expert is a professional that has a deep understanding of the inner workings of money management, from providing guidance in budgeting to tax planning. Their knowledge is invaluable for businesses who want to keep their resources in order, as well as individuals who are looking to obtain financial stability.
Here's some projects that our expert Financial Experts made real:
From working with companies to helping individuals, our expert Financial Experts on Freelancer.com can help you to tailor your finances to the most favorable outcomes. If you have an idea or have a current project that requires expertise in the area of finance then post your project in Freelancer.com now. Our highly qualified freelancers are ready to help you bring your vision to life!
From 106,598 reviews, clients rate our Financial Experts 4.9 out of 5 stars.Finance is the science and art of managing money and resources. It involves understanding economic activities, markets and other areas such as taxes, investments, business law, and financial reporting. A Financial Expert is a professional that has a deep understanding of the inner workings of money management, from providing guidance in budgeting to tax planning. Their knowledge is invaluable for businesses who want to keep their resources in order, as well as individuals who are looking to obtain financial stability.
Here's some projects that our expert Financial Experts made real:
From working with companies to helping individuals, our expert Financial Experts on Freelancer.com can help you to tailor your finances to the most favorable outcomes. If you have an idea or have a current project that requires expertise in the area of finance then post your project in Freelancer.com now. Our highly qualified freelancers are ready to help you bring your vision to life!
From 106,598 reviews, clients rate our Financial Experts 4.9 out of 5 stars.Job Title Operations Assistant (Remote ) Job Description: We’re looking for a reliable Operations Assistant to help with daily admin and operations tasks for a growing financial consulting business. This is a remote, long-term freelance role for someone organized, detail-oriented, and able to follow instructions. Responsibilities: Organize documents and files Data entry and basic tracking Email follow-ups and simple communication Update spreadsheets and internal tools Follow SOPs and checklists Assist with scheduling and coordination Requirements: Fluent in English and Russian (written and spoken) Strong attention to detail Organized and dependable Comfortable with Google Docs and Sheets & CRM Able to work independently Hours & Pay: Remote / Freel...
looking for a high-quality presentation specialist to convert two draft investment decks into fully investor-ready, institutional-standard PowerPoint presentations. The content, structure, and financial logic already exist. Your role is to professionalise, standardise, and technically execute the decks so they are suitable for HNWIs, family offices, and professional investors. The two decks are: • Siena FC – Acquisition & Relaunch Business Plan (football club investment)  • Project Riva – Lake Como Luxury Villas Development (real estate investment)  ⸻ Scope of Work 1. Full Deck Conversion & Cleanup • Convert all slides into clean, native PowerPoint (.pptx) • Remove “draft”, placeholder notes, comments, and inconsistencies &b...
I have a run of MBA assignments coming due and I need a reliable academic writer who can step in and craft them with a solid scholarly tone yet clear, practical insights. The tasks vary—some weeks it’s a full-blown case study analysis, other weeks it may be a research-style paper or a shorter reflective essay—so versatility is essential. Content focus Right now, my coursework centres on Management, HR, Finance, and Digital Transformation. Expect prompts such as organisational-culture diagnostics, financial-ratio critiques, talent-management plans, or technology-driven change initiatives. A confident grasp of current APA formatting, peer-reviewed sourcing, and MBA-level argumentation is critical. Scope of collaboration • You handle the research, outline, writing, ci...
I need a tax preparation expert familiar with a disability independent support worker. Requirements: - Expertise in tax laws related to NDIS - Prior experience with similar clients - Ability to manage and organize necessary documentation Ideal Skills: - NDIS knowledge - Tax preparation experience - Detail-oriented and reliable Please include relevant past work in your application.
I need help preparing my individual tax return for the UK, primarily due to my employment income. Key requirements: - Expertise in UK tax laws and regulations - Experience with individual tax returns, specifically for employed individuals - Ability to maximize deductions and minimize tax liability - Attention to detail and accuracy - Timely completion before the tax deadline Ideal Skills and Experience: - Certified tax professional or accountant - Prior experience with UK tax returns - Strong understanding of employment income tax implications
I’m looking for experienced affiliate marketers or influencers who can promote a reputable forex rebate provider and bring in active traders. This is a performance‑based collaboration, ideal for people who already have an audience in the trading, investing, or finance niche. What I’m Looking For: Individuals with an existing audience (YouTube, TikTok, blogs, Telegram/Discord groups, email lists, forums, etc.) Experience promoting forex, crypto, or finance‑related offers Ability to drive real, active traders, not just sign‑ups Transparent communication and long‑term mindset Your Responsibilities: Promote the rebate provider through your preferred channels Drive traffic and conversions (registrations, active accounts, trading volume) Follow all compliance and broker affili...
I’m launching a brand-new YouTube channel that blends personal finance insights with practical AI walk-throughs, and I’m looking for a seasoned editor who can turn long-form recordings into polished, engaging explainer videos running 10 minutes or more. Every episode will be shot with clear talking-head footage, screen captures, and supporting graphics. Your job is to piece these elements together in Adobe Premiere Pro, add smooth transitions, readable on-screen text, and light motion graphics that keep viewers’ attention without overwhelming them. Where appropriate, insert royalty-free B-roll or screenshots to illustrate key data points and AI workflows. Deliverables per video • A fully edited 1080p (or higher) master file in MP4 format • A separate vertica...
I’m looking for a seasoned personal-finance professional who can sit down with me face-to-face and untangle a money issue that’s been weighing on me. I don’t want a generic report or a quick call; what I need is an in-person session where we review my current situation, walk through the numbers together, and map out clear next steps I can follow immediately after our meeting. Expect to examine my income, regular expenses, outstanding obligations, and short-term goals, then structure a realistic plan that keeps me on track. If you have a proven track record guiding individuals through budgeting tools, debt-reduction strategies, or basic investment prioritisation, that practical experience will be invaluable during our session. Please tell me where you’re based, how...
Each month I’ll send you a complete data dump covering sales and purchases, payroll and expenses, plus any investment or loan activity. Your job is to turn that raw information into a clean, reconciled set of books inside Excel, investigate and flag any mismatches, and then generate the Profit & Loss and Balance Sheet using the template I supply. The workflow I have in mind is straightforward: import the transactions, reconcile them against bank and credit-card statements, highlight anything that doesn’t tie out, correct or comment on the issue, and close the period. When all balances match, you’ll roll the figures into my template so I can review performance and file the reports with confidence. Deliverables each month • Reconciled Excel ledger with clear au...
I need an experienced auditor to perform an independent examination of my non-profit’s financial statements for the most recent fiscal year. Our annual revenue sits between $100,000 and $1 million, 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, grant agreements, and prior-ye...
My current Excel workbook crunches financial data but every recalculation feels like watching paint dry. I need someone to diagnose the bottlenecks Here’s what you can expect from me: a copy of the original file, notes on the key worksheets, and a quick rundown of the typical workflow. What I’m counting on from you is a cleaned-up model that delivers faster calculations without changing any results or breaking the existing structure. If your approach involves auditing volatile functions, swapping heavy lookups for more efficient alternatives, restructuring calculation order, or using Power Query / VBA where it makes sense, that’s exactly the expertise I’m after. Just keep everything compatible with standard desktop Excel (no third-party add-ins). Deliverables: &b...
I need a complete investment-valuation model that follows the entire lifecycle of turning a historic property into a boutique hotel and restaurant. The workbook should open with the purchase price, acquisition costs, and my already-identified debt terms, then move through phased construction/renovation spend, and finally roll into a fully linked 10-year operating projection. Key pieces I expect to see: • Acquisition, hard & soft costs, and a draw-down schedule that feeds the debt-financing module • Detailed renovation timeline tied to both the building’s location specifics and its current condition (I’ll supply the data) • Monthly, then annual, income statements, balance sheets, and cash-flow statements for ten years with clear assumptions tabs • ...
I'm looking for an expert in Financial Accounting who can assist with recording sales transactions. The ideal candidate will have extensive experience in Financial Accounting, particularly in the area of recording transactions related to sales. Key Responsibilities: - Accurately recording all sales transactions in a timely manner - Ensuring all entries are compliant with accounting standards - Providing periodic reports on recorded transactions Skills and Experience: - Extensive experience in Financial Accounting - Proven track record in recording sales transactions - Excellent attention to detail - Strong knowledge of accounting standards
I’m getting ready to place my company under Chapter 11 protection and need someone who can manage the process end-to-end. Your first task is to build the voluntary petition package from scratch—no prior schedules, statements, or drafts exist on my side, so you’ll be working with raw financial data I provide. Beyond assembling and polishing every required petition form, I want clear guidance on deadlines, local-rule quirks, U.S. Trustee requirements, and effective communication with creditors so the case stays compliant from day one. Deliverables • File-ready Chapter 11 petition (all mandatory forms and creditor matrix) • Written roadmap of next procedural steps and dates • Responsive Q&A support up to the initial filing Show me examples o...
We are seeking an interim experienced administrator for the day-to-day administration of venue contracts and payments, ensuring accuracy, timeliness, and clear communication with internal teams and external venue partners. You will assist with contract tracking, payment coordination, and issue resolution. The ideal candidate is highly organised, detail-oriented, and confident managing high volumes of agreements and payments in a fast-paced, international environment. Key Responsibilities Contracts Administration Manage and maintain accurate records of venue contracts, amendments, and renewals Track contract status, key dates, and commercial terms across multiple venues and territories Ensure contracts are correctly logged, stored, and accessible in internal systems Support coordination...
Hi I will share the details with the shortlisted candidates. thanks
I'm seeking FCA certified financial advice on transferring my UK company pension to an Australian QROPS. My primary goal is to access better investment options. Key Requirements: - In-depth knowledge of UK and Australian pension regulations. - Experience with QROPS transfers, especially from company pensions. - Ability to provide tailored advice for better investment opportunities. Ideal Skills: - Financial advisory experience - Strong understanding of cross-border pension transfers - Excellent communication skills to explain complex concepts Please provide a clear strategy and any potential risks involved.
We are looking for an experienced freelance accountant/bookkeeper to manage the accounting and compliance for our operating company and holding structure (Fiscal Unit) in Malta. Scope of Work: - Quarterly bookkeeping and accounting - Preparation and filing of VAT returns - Preparation of tax-related documentation - Annual submissions and compliance filings with the Malta Business Registry (MBR) - General support on Maltese accounting and tax compliance matters - Document preparation and support of Audits Requirements: - Proven experience with Maltese accounting and tax regulations (licensed Accountant) - Familiarity with fiscal unit structures in Malta - Must operate with their own professional accounting software - High attention to detail and strong compliance mindset - Long term - Rel...
I'm seeking an Excel expert to create a customized profit and loss sheet for my manufacturing business. Requirements: - Include detailed sections for: - Income and Expenses - Gross Profit and Net Profit - Operating Costs - Stock Details (Purchases, Production, Sales) - Customized format to suit our specific needs Ideal Skills and Experience: - Proficiency in Excel - Experience with financial modeling for manufacturing businesses - Strong understanding of P&L statements and accounting principles - Ability to create customized, user-friendly templates Please provide samples of previous work, especially in a manufacturing context.
I’m putting together a dataset of market-grade information focused specifically on company financials within the finance sector. What I need is a clean, well-sourced collection of the latest figures—income statements, balance sheets, cash-flow data and key ratios—for a list of publicly traded firms I’ll supply the moment we start. Raw filings (10-K, 10-Q), investor presentations, and reputable aggregators such as EDGAR, Bloomberg or Morningstar are all acceptable sources, but every number must be traceable back to its origin. I’ll expect the deliverable in a single Excel or CSV file with separate tabs (or clearly labeled columns) for each company, accompanied by a brief note or link showing where each datapoint came from. Accuracy and completeness are more i...
I’m putting together a dataset of market-grade information focused specifically on company financials within the finance sector. What I need is a clean, well-sourced collection of the latest figures—income statements, balance sheets, cash-flow data and key ratios—for a list of publicly traded firms I’ll supply the moment we start. Raw filings (10-K, 10-Q), investor presentations, and reputable aggregators such as EDGAR, Bloomberg or Morningstar are all acceptable sources, but every number must be traceable back to its origin. I’ll expect the deliverable in a single Excel or CSV file with separate tabs (or clearly labeled columns) for each company, accompanied by a brief note or link showing where each datapoint came from. Accuracy and completeness are more i...
I need an experienced hospitality consultant to produce a comprehensive economic and operational feasibility study for a new restaurant-lounge concept in the GCC. The core objective is to determine financial viability, so your analysis should build a solid, investor-ready model that clarifies commercial attractiveness and risk. The study must examine regional market trends, pricing dynamics, and competitor positioning, but always tie those insights back to the bottom line—revenues, costs, margin sensitivities, and payback scenarios. The concept is aimed squarely at young professionals, so please spotlight their spending patterns, dining preferences, and lifestyle touchpoints when testing demand assumptions. I will supply preliminary concept details and any data currently on hand; y...
I need an Excel template filled out with financial calculations using figures from a case study. Requirements: - Input case study figures accurately - Perform necessary financial calculations Ideal Skills and Experience: - Proficiency in Excel - Strong financial analysis skills - Experience with financial metrics and models
I’m launching a brand-new YouTube channel that blends personal finance insights with practical AI walk-throughs, and I’m looking for a seasoned editor who can turn long-form recordings into polished, engaging explainer videos running 10 minutes or more. Every episode will be shot with clear talking-head footage, screen captures, and supporting graphics. Your job is to piece these elements together in Adobe Premiere Pro, add smooth transitions, readable on-screen text, and light motion graphics that keep viewers’ attention without overwhelming them. Where appropriate, insert royalty-free B-roll or screenshots to illustrate key data points and AI workflows. Deliverables per video • A fully edited 1080p (or higher) master file in MP4 format • A separate vertica...
I need a polished, investor-ready pitch deck that will help my pre-revenue startup secure its first round of funding. The story has to convince sophisticated investors that the market opportunity is compelling, the product features solve a painful problem, and our competitive advantage is sustainable. What I already have: the raw narrative, basic financial assumptions, a handful of screenshots, and early user feedback. What I’m missing—and what you will create—is a tight visual flow of roughly 12–15 slides (PowerPoint, Keynote, or Google Slides is fine) with consistent branding, clean data visualizations, and persuasive copy. The finished deck should: • Open with a crisp problem/solution framing that instantly clarifies our value proposition • Quanti...
I need a professional to prepare taxes for my S corporation. This is my first time, so expertise is crucial. Requirements: - Prepare S corp taxes - Experience with first-time S corp filings - No need for document organization assistance Ideal Skills and Experience: - Certified tax professional - Experience with S corporations - Attention to detail - Knowledge of current tax regulations Please provide a quote and timeline.
I need an experienced hospitality consultant to produce a comprehensive economic and operational feasibility study for a new restaurant-lounge concept in the GCC. The core objective is to determine financial viability, so your analysis should build a solid, investor-ready model that clarifies commercial attractiveness and risk. The study must examine regional market trends, pricing dynamics, and competitor positioning, but always tie those insights back to the bottom line—revenues, costs, margin sensitivities, and payback scenarios. The concept is aimed squarely at young professionals, so please spotlight their spending patterns, dining preferences, and lifestyle touchpoints when testing demand assumptions. I will supply preliminary concept details and any data currently on hand; y...
I need an experienced hospitality consultant to produce a comprehensive economic and operational feasibility study for a new restaurant-lounge concept in the GCC. The core objective is to determine financial viability, so your analysis should build a solid, investor-ready model that clarifies commercial attractiveness and risk. The study must examine regional market trends, pricing dynamics, and competitor positioning, but always tie those insights back to the bottom line—revenues, costs, margin sensitivities, and payback scenarios. The concept is aimed squarely at young professionals, so please spotlight their spending patterns, dining preferences, and lifestyle touchpoints when testing demand assumptions. I will supply preliminary concept details and any data currently on hand; y...
I am seeking an SME with accounting/finance experience in a travel-agency or travel-operations context to create 100 assessment questions for evaluating candidates applying for travel consultant or ticketing roles. Important: This is not a general accounting test. Content must reflect real financial scenarios faced by travel agents. Generic or AI-generated questions will be rejected. Scope Level: Beginner (travel agents with basic operational exposure) Formats: MCQs, True/False, Short Answer, Drag & Drop Coverage Includes: Invoicing and billing in travel agencies Commissions, markups, and service fees Refunds, cancellations, and exchanges BSP/ARC concepts (high-level) Payment methods and reconciliation basics Each question must include: Correct answer Practical explanation Skill ta...
I'm looking for a skilled wiki writer to create comprehensive content on Forex and trading. The content should cater to all audience levels - beginner, intermediate, and advanced traders. Requirements: - In-depth knowledge of Forex and trading - Ability to write clear, engaging, and informative content - Experience with wiki formatting and guidelines Ideal Skills: - Expertise in financial markets - Strong research and writing skills - Familiarity with creating content for diverse audience levels
My one-person limited company has had absolutely no trading activity, income, or expenses during the year, so I now need its dormant accounts submitted to both Companies House and HMRC. I have some of the paperwork on hand (basic ledgers, incorporation details, previous confirmation statement), but I still need guidance on any outstanding bits before everything can be filed. The job is straightforward: prepare whatever minimal forms a dormant entity requires, make sure they meet the micro-entity format, and complete the online submissions. Once done, I’ll need the electronic acknowledgements from both authorities for my records. If you can steer me through the small documentation gaps and then handle the actual filings, please let me know your timeframe and any information you still...
I need a complete, publish-ready dissertation of roughly 60 pages (about 15,000 words) in the field of Finance, specifically centred on an Investment Analysis question you help me refine. The paper must follow standard academic structure—abstract, introduction, literature review, methodology, results, discussion, conclusion, references—formatted to APA 7. Data work is critical: the methodology section should feature an econometric study executed in EViews (Gretl is fine for secondary checks). I will supply either a raw data set or guidance on the database to extract from; you will clean, model, and interpret it, then insert all relevant tables, graphs, and code appendices into the text. Timing is tight, so I’ll need the whole draft quickly, with two interim checkpoints ...
Job Title One-Time Long-Term Investment Portfolio Setup (India) Job Description I am looking for an experienced financial planner / investment advisor to help me create a one-time, long-term investment portfolio focused on wealth creation over 10–20+ years. This is a one-time engagement, not ongoing portfolio management. Scope of Work Understand my risk profile and investment horizon Recommend asset allocation (equity, debt, etc.) Suggest suitable Indian mutual funds / ETFs / instruments Define SIP and/or lump-sum strategy Provide clear rebalancing guidelines Deliver a written portfolio plan that I can execute myself Requirements Strong knowledge of Indian financial markets Prior experience in portfolio construction / financial planning Ability to explain decisions clearly (not just ...
I maintain all of my accounting records in plain Excel/Google Sheets rather than QuickBooks, Xero, or other dedicated apps, and I need an experienced bookkeeper who is comfortable living entirely inside spreadsheets. Here’s what I want you to handle for me: • Data entry – post all bank, credit-card, and cash transactions from statements I’ll provide, keep the chart of accounts tidy, and make sure every line is coded correctly. • Financial reporting – build or refine formulas, pivot tables, and summary tabs so I can pull clear monthly P&L, balance sheet, and cash-flow snapshots at any time. Accuracy and a logical file structure are critical. If you already have proven templates or macros that speed up reconciliation and report generation, feel ...
Check out for this project details before applying. How to Apply Project Description We are the 1% Club, a company based in Australia built by global entrepreneurs who are tied up with multiple e-commerce based projects and right now we are executing few business projects that supports small, medium, and large-scale companies to do effective distribution. At the present we are partnered with companies such as Sharp, Kent, Amezcua, Britol, MyHomePlus, Olik, Banago, SMC, FantasTeak, Prikka, and we running a project that supports them with effective distribution. For these ongoing projects, we are looking for few qualified candidates who are ready to adapt to our environment. Interview Process First, we are going to educate you on our B2B and B2C processes and the end-to-end distrib...
I need a tax professional to help with filing income taxes for myself and my lawncare business. Key Requirements: - Income tax filing for both individual and business - Assistance in organizing financial records, as they are not organized at all Ideal Skills and Experience: - Expertise in tax preparation for individuals and small businesses - Experience with the lawncare or similar service industry - Strong organizational skills to help sort and prepare unorganized financial records
I'm looking for an SAP FICO Consultant to assist with the following modules: - General Ledger - Accounts Payable/Receivable - Asset Accounting The work will primarily involve standard configuration, with no need for extensive customization or integration with other SAP modules. Ideal candidates should have: - Proven experience with SAP FICO ECC - Strong understanding of GL, AP/AR, and AA modules - Ability to perform standard configurations efficiently Please provide a portfolio or examples of similar work done.
My organization is gearing up for a Business and Finance webinar aimed squarely at a U.S. audience. The session’s purpose is to showcase and promote our newest service while providing genuine value through practical insights. To make that happen, I need a confident, native-sounding American presenter who can carry the entire broadcast—opening, content delivery, live Q&A, and closing call-to-action—without sounding sales-y or scripted. Key points you should know • Topic focus: Business and Finance, framed around how our solution fits current market challenges. • Primary goal: Promote our product/service while still educating viewers. • Timeline: The live event must be delivered within the next four weeks, leaving time for at least one rehearsal. ...
I need an experienced Tally professional to set up a brand-new company file for a Private Limited firm operating in the retail sector. The immediate goal is to get Accounting & Finance running smoothly while also enabling Inventory Management so that sales, purchases, and stock positions stay in sync from day one. Key information about the job • Company type: Private Limited (Indian context) • Sector: Retail—multiple SKUs, daily sales, frequent purchase cycles • Required modules: Accounting & Finance and Inventory Management What I expect from you 1. Create the company in Tally Prime with the correct statutory profile, financial year, base currency, and GST details. 2. Structure the chart of accounts, including all core ledgers and groups relevant t...
I need a focused, investor-ready slide deck that allows me to decide whether to pursue a structured minority stake in a single target company. The document must walk through the full commercial story—starting with the market context and ending with a crisp pass / proceed / investigate recommendation—without venturing into financial modelling. Please build a presentation that: • Frames the market opportunity (size, growth, trends, regulation and anything else material). • Benchmarks the competitive landscape, highlighting both direct and emergent threats. • Dissects the product: value proposition, pricing, roadmap, differentiators. • Profiles the customer base, buying behaviour and retention triggers. • Examines current go-to-market motions and...
I need a full-scale, investor-ready business plan for a real-estate tokenization venture and I need it fast—within 24 hours (48 hours at the absolute latest). This document will be shared directly with angel investors, so every section must be polished, data-driven, and built entirely from scratch—no recycled content, no AI-generated filler. Scope The plan must cover an executive summary, a rigorous market analysis focused on blockchain-enabled real-estate trends, and a clear, compelling narrative that shows how tokenization solves pain points for both property owners and investors. A concise SWOT analysis should highlight competitive positioning and risk mitigation. Because I have no existing financials, you’ll also create detailed five-year projections: revenue, expe...
I need a seasoned financial mind to turn a pool of roughly ten million in funds into a clear, defensible annual budget forecast. This is strictly a financial analysis project—no marketing spin or real-estate modelling—focused on forward-looking numbers rather than historical bookkeeping. You will start with the data I supply: last year’s income statement, a snapshot of current cash reserves, and a high-level growth assumption. From there, build an integrated model that shows where every dollar is expected to go over the next twelve months, flagging potential cash-flow gaps and highlighting opportunities to reallocate spend for maximum return. Key deliverables: • A dynamic Excel (or Google Sheets) model with editable assumptions, automated income statement, balance ...
I’m looking for bookkeeping support focused squarely on financial reporting. All day-to-day entries will already be in the ledger; what I need is an accountant who can take that raw data and turn it into polished, reliable statements each period. Your core task is to extract the numbers, check for obvious posting errors, and deliver the three key reports I rely on for decision-making: • Balance Sheet • Income Statement • Cash Flow Statement I’m flexible on the software you use—QuickBooks, Xero, Excel, or another platform are all fine as long as the final reports reconcile fully with the general ledger and can be shared in both PDF and editable formats. Accuracy and clear presentation are critical. If this is your strength, let’s connect so y...
I need a licensed CPA to complete my franchise’s annual year-end audit. The work centres on two areas: a formal financial-statement review and a full compliance check against our franchise agreement and lender covenants. All bookkeeping is up to date in QuickBooks Online and supporting documents are organised in shared folders for easy remote access. Scope • Conduct a review engagement that results in a signed CPA report suitable for the franchisor and our bank. • Verify that the numbers align with the franchise’s prescribed chart of accounts and royalty-reporting rules. • Flag any compliance gaps, summarising them in a brief management letter with practical recommendations. I can provide last year’s audit file, current trial balance, and reconciliati...
I'm looking for a part-time CPA to provide ongoing financial planning support. Key areas of focus include: - Budgeting and forecasting - Investment advice - Risk management Ideal candidates should have: - Strong background in financial planning and analysis - Expertise in budgeting, investments, and risk management - CPA certification - Experience with long-term client engagement Please provide your qualifications and relevant experience.
I need a consultant to help with tax planning strategies for capital gains tax as I move to Spain. This is for individuals. Ideal Skills and Experience: - Expertise in capital gains tax - In-depth knowledge of Spanish tax laws - Experience with tax planning for expatriates - Strong analytical skills - Ability to provide tailored tax strategies - Fluency in Spanish is a plus
We are looking for an experienced freelance accountant/bookkeeper to manage the accounting and compliance for our operating company and holding structure (Fiscal Unit) in Malta. Scope of Work: - Quarterly bookkeeping and accounting - Preparation and filing of VAT returns - Preparation of tax-related documentation - Annual submissions and compliance filings with the Malta Business Registry (MBR) - General support on Maltese accounting and tax compliance matters - Document preparation and support of Audits Requirements: - Proven experience with Maltese accounting and tax regulations (licensed Accountant) - Familiarity with fiscal unit structures in Malta - Must operate with their own professional accounting software - High attention to detail and strong compliance mindset - Long term - Rel...
I’m looking for a sharp finance-savvy wordsmith who can step in whenever I need clear, accurate copy. The work is firmly in the Writing and editing space, so you’ll be polishing existing text, creating fresh material, or both—always with a professional finance audience in mind. What matters to me most is reliability: I set deadlines and expect them met without reminders. Strong communication keeps projects smooth, so quick check-ins or clarifying questions are encouraged. If you can adapt swiftly to new style guides, voice requirements, or document types, we’ll get along well. Typical assignments may include: • Revising investor memos or white papers for clarity and tone • Drafting blog posts that translate complex finance concepts for a wider readersh...
I need an advanced investment management system tailored for Stockvel investments. The system should not only manage investments but also provide robust tracking and scheduling functionalities. Essential Features: - Investment Management: Focused on Stockvel with ROI calculations. - Member Contribution Tracking: Monitor and record contributions from all members. - Payout Scheduling: Organize and schedule payouts effectively. - Interest Accrual Calculation: Calculate and display accrued interest. Ideal Skills: - Experience in developing financial or investment management systems. - Strong understanding of Stockvel and related investment calculations. - Proficiency in building tracking and scheduling modules. - Background in finance or software development with financial applications. Lo...
I need an experienced tender professional to take full control of our participation in Government tenders within the IT and Telecommunications space. Your role starts with monitoring the relevant e-procurement portals, continues through drafting and compiling all bid documentation, and ends only when the tender is successfully lodged and I receive the official submission confirmation. What I expect from you for every opportunity: • A quick synopsis of the tender and go/no-go advice within hours of release • A complete, compliant bid pack (technical write-ups, financial schedules, supporting certificates) ready for my final sign-off • All online forms uploaded and a time-stamped submission receipt forwarded to me I release payment after each confirmed submission, so...
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