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    2,000 bookkeeping and accounting for dummies jobs found, pricing in CAD

    I am currently using ZOHO Books and am looking to migrate to Odoo Accounting. I need an Excel expert to help with the migration process. Key Tasks: - Migrate complete set of invoices and bills from ZOHO Books to Odoo Accounting. - Transfer all customer and vendor details accurately to Odoo. - Ensure that financial reports are maintained and migrated correctly. Ideal Candidate: - Proficient in both ZOHO Books and Odoo Accounting software. - Excellent experience in data migration and Excel. - Familiar with maintaining and handling large databases. - Detail oriented, ensuring data integrity throughout the process. This is a large scale project as my current ZOHO Books database exceeds 1000 records. I need someone who c...

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    I'm looking for a skilled individual to develop a custom Google script spreadsheet to cater for my company's specific needs in the area of sure betting/matched betting and accounting functionality. This project is of high significance and is strictly for in-house usage. Ideal Spreadsheet Functions: - Sure betting/matched betting analysis: Essential for calculating sure bets and providing comprehensive insights. - Accounting functions: Streamlined tracking of profits, bets, balances and expenses. - Identity management: Essential for identifying our partners, keeping track of their ownership share based on gain, withdrawals, and deposits to the company. - Sequential betting tracking: We would need...

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    Hello I need an experienced programmer willing to take a project that requires attention to detail and precise understanding of the subject matter. I can give extensive details about the ideal functioning of the spreadsheet I need done, however, this is an overwview: Track all gross/net profits track all account balances track all bank balances track all ongoing and completed bets on each account track across futile types of bet single and sequenced (this will require custom logic) as well as more basic things. im looking of a single place for everything to happen and for the right person to create it. No work will need to be done with external API this is only an internal management and accounting system.

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    Looking for a CPA from Philippines with strong English skills, multi-years work experience in Xero, QBO, MYOB, Sage for US/Australia/NZ companies. Tax filing experience would be an added skill. Overall engagement would start small but can grow into a full time engagement depending on the quality of work delivered. The role would entail shift working and the work hours will be a function of client requirements. (PH night shift/early morning shift). Only looking at Individual Freelancers with CPA qualification, team bids will be rejected. If this description excites you, happy to chat. Experience in automation in accounting and comfort with writing accounting / finance content preferred. The price range quoted is monthly price range.

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    I require the expertise of a part-time remote accountant who can commit to less than 20 hours a week. The core tasks involve: - Bookkeeping: Systematically recording and organising my financial transactions. - Payroll: Managing payroll functions to ensure that employees are paid in a timely and accurate manner. - Financial analysis: Monitoring, identifying and interpreting financial trends. The ideal candidate should have a good command of QuickBooks and Excel spreadsheets. Familiarity with these tools is crucial for performing tasks efficiently and accurately.

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    ...looking for someone to go through around 25 accounts around 30 years timeframe for each account with experience in forensic accounting for loans, repayments and interests. Let us know when replying: 1) If you have any forensic accounting experience, if yes how many years 2) Which country's work you have done 3) If you have any experience on working on loans and which country 4) Any notable works you want to tell us about 5) Are you bidding as a freelancer or as a company, if company please share name and details 6) What qualifications you have? 7) If you have any experience in working in Singapore financial projects do highlight those as well. 8) What do you understand of the SIBOR / SOR / LIBOR scandal and how could ...

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    ...SENDING A MESSAGE ASKING FOR THE PROJECT DETAILS OR TO AWARD YOU THE PROJECT WITHOUT PROVIDING THE REQUIREMENTS MENTIOEND IN THE DOCUMENTS, IF YOU DID NOT READ, I AM SORRY, I WILL BLOCK YOU I'm looking for an expert to develop a comprehensive CRM platform with particular focus on contact management, sales pipeline tracking, and email marketing. The system will need to accommodate over 50 user profiles, so scaling is crucial. Moreover, integration with existing email platforms, our accounting software and customer support software is needed. Key Skills: • CRM Software development • UI/UX for scalability • System integration Desired Experience: • Previous track record of creating CRM platforms • Experience with l...

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    As I'm looking for a skilled ERP and CRM developer to support the development of a comprehensive system for my business. The ideal candidate will have expertise in: - Inventory management - Sales and order processing - Financial management - Customer relationship management - Indian accounting and taxation Your primary responsibilities will include: - Designing, developing and maintaining the ERP and CRM system - Ensuring the system is fully compliant with GST regulations and other Indian accounting standards - Implement features like: - Lead management - Contact management - Sales forecasting - Bookkeeping - Bank reconciliation - Payroll The successful freelancer should have a robust understan...

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    ...am looking for a thorough and reliable Chartered Accountant to correct errors in my ledger. I have made payments to my building maintenance and they have charged late payment fees and I have uploaded the document with this. Please see it and let me know if you can provide a resolution where i can waive off my late fees. Key Tasks: - Identify incorrect postings and missing transactions in the ledger - Correct the identified errors to ensure the accuracy of financial records - Provide a detailed report with the corrected entries and explanations for the errors Ideal Skills and Experience: - Proven experience as a Chartered Accountant with expertise in error identification and correction in ledgers - Strong knowledge ...

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    Accounting, stock control Integrate AI for generate content for marketing. All develop in python. Able to run at aws Propose your timeline and price.

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    Looking for a Admin Assistant with experience in HR and Finance to support diary management of the team and executives, managing staff administration, basic bookkeeping and other ad-hoc team support / admin work. This is a full time role - 40 hours per week, you are ideally based in Indonesia as that is where most of our team is based. Must have fluent English and ideally a good understanding of Australian culture is a plus. Budget is $400 AUD per month

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    I’m looking for someone to help manage reservations at our hotel in Anchorage, Alaska. Duties include: Respond to guest messages on our various sites, review reservations for accuracy (including the various third party sites we work with), troubleshoot problems with the third party sites, charge deposits and cancellations, and confirm that all guests have paid the correct amount. Background: Qupqugiaq Inn is a small anti-boutique hotel located in Anchorage, Alaska. We have 37 rooms. Of these, 19 have private bathrooms, 12 have shared bathrooms, and 6 are tiny Japanese-style sleeping pods. Our website is www.qupq.com. Please look at the site before responding. Our main reservation software is WebRezPro. This transmits room information (availabilit...

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    Seeking a reliable part-time QuickBooks Online expert to perform recurrent tasks on a weekly basis. Primary responsibilit...to perform recurrent tasks on a weekly basis. Primary responsibilities include: - Reconciling accounts - Running financial reports - Performing data entry and categorization Ideal candidates should have proficient knowledge and hands-on experience with QuickBooks Online. Engagement, reliability, and detail-orientation are essential attributes for success in this role. Prior experience in accounting and bookkeeping will be advantageous. Goals of this project include maintaining precise financial records, improving our financial transparency, and making insightful business decisions based on accurate repor...

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    I'm seeking a proficient book...bookkeeper who can handle my US-based company's financial records using QuickBooks. The ideal candidate will have experience in monthly bookkeeping, particularly in the areas of invoicing and receivables, and expense tracking. Key Requirements: - Proficiency in QuickBooks software - Monthly bookkeeping experience - Strong background in invoicing and receivables - Expertise in expense tracking Your responsibilities will include: - Recording and categorizing all financial transactions - Generating and sending invoices - Tracking and managing expenses - Ensuring that all records are up-to-date and accurate Please provide examples of your previous work and your relevant experie...

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    I'm in need of a meticulous, deta...meticulous, detail-oriented individual with expertise in bookkeeping for a high-volume operation. The requirements for this position include: - Proficiency in managing accounts payable and receivable - Skilled in financial statements preparation - Capable of handling payroll processing for a large team The ideal candidate will be comfortable dealing with over a 100 transactions per month. Although we currently utilize Busy software for our bookkeeping needs, we're open to individuals well-versed in QuickBooks, Xero, or Sage as well. Prior experience with Busy and familiarity with its interface would be a major advantage. In this role, accuracy, reliability, and confidentiality are...

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    ...solutions for international organizations. The aim is to streamline our farming organization's payroll processes, saving time and resources for HR and Finance teams. Functional Requirements: Streamlined payroll processing with features like automated calculations, deduction management, and generation of various reports. Integration with existing software like SuccessFactors - SAP and compatibility with internet banking for seamless transactions. Remote accessibility, robust security features, and compliance with data protection laws. Ability to generate pay slips, tax forms, and support self-service access for employees. Technical Requirements: Cloud-based infrastructure with seamless integration capabilities ...

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    I need an experie...data to review. Key Areas for Audit: - Accounts Receivable - Accounts Payable - General Ledger - Inventory Your role will be to scrutinize these areas with the aim of ensuring accuracy and identifying any discrepancies or areas that need improvement. Ideal Skills: - Proficiency in Odoo ERP - Extensive experience in financial auditing, particularly for manufacturing companies - Strong knowledge of accounting principles and practices - Attention to detail and ability to spot inconsistencies - Good communication skills for reporting findings Please note that I'm specifically looking for a review and analysis of our current financial records. The goal is to gain a clear and accurate understandin...

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    ...professional to install Odoo 17 Enterprise on my Amazon EC2 server. Please note: I am only looking for the installation of the software. No customization is required. Key Requirements: - Installation: The primary task is to perform a clean installation of Odoo 17 Enterprise on my Amazon EC2 instance. - Specific Functionalities: The installation should include key modules like Accounting and Purchase Management. - Third-Party Integrations: I am planning to integrate third-party plugins/modules. The installer should be comfortable with this feature of Odoo and have experience in integrating third-party tools. Ideal Skills and Experience: - Proven experience with Odoo: A good understanding and prior experience with Odoo 17 Enterprise installation...

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    ...Robotic Process Automation) and AI, with a focus in the Finance & Accounting domain. We are looking for a freelance Sales Development Specialist to support our team in accelerating our business growth by generating high quality leads. Responsibilities: • Proactively identify and engage potential clients and key decision-makers across targeted industries in Singapore. • Execute outbound marketing campaigns to generate leads, utilizing multiple channels such as cold emails, phone calls, and social media. • Establish initial contact with prospects and maintain engagement to cultivate business opportunities. • Assess the needs of potential clients, focusing on business automation solutions, and qualify leads a...

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    I am in need of an experienced accounting professional who can assist me with the comprehensive analysis of my business's financial statements. Key Requirements: - Expertise in financial statement analysis - Proficiency in analyzing balance sheets and cash flow statements Ideal Skills and Experience: - Proven track record in conducting intricate financial analyses - Strong grasp of accounting principles and best practices - Background in [industry specific experience, if you have any] could be beneficial, but not mandatory. - Familiarity with [specific accounting software, if needed] I have attached sample sheet. My required company is NESTLE.

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    I'm in need of an experienced finance expert who can help me calculate financial ratios for Nestle over a period of 3 years. These figures will be vital in evaluating the financial health and performance of the company. Key Project Requirements: - Calculating profitability, liquidity, and solvency ratios for Nestle for 3 years - Presenting the calculated ratios in tables - No need for a comparative analysis with other companies, just Nestle Ideal Skills and Experience: - Proven experience in finance and accounting - Deep understanding of financial ratios - Experience in presenting financial data in clear and organized tables I'm looking forward to working with a professional who can provide accurate and...

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    ...boost my UK accounting firm's online presence and generate new leads. The ideal professional will be well-versed in SEO, LinkedIn, Instagram, and Facebook, and will have a profound understanding of the UK accounting industry. Key Responsibilities: - Implementing an effective SEO strategy to improve our website's search engine ranking and increase visibility. - Crafting and executing engaging and targeted social media campaigns on LinkedIn, Instagram, and Facebook to attract a UK accounting firm audience. - Consistently monitoring and analyzing data to optimize campaign performance and generate new leads. The right freelancer will have: - Proven experience in SEO and social media marke...

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    ...Python developer to integrate the Sales, Inventory, and Accounting modules of Odoo with WooCommerce. This is an advanced task that requires deep knowledge of Python programming language and a strong understanding of Odoo and WooCommerce platforms. KEY TASKS: - Develop a robust API connection between Odoo and WooCommerce. - Ensure seamless data exchange between the Sales, Inventory, and Accounting modules. REQUIRED SKILLS/EXPERIENCE: - Expert-level Python programming skills. - Extensive experience with Odoo and WooCommerce integration. - Experience with API development and integration. This project is not for beginners or intermediate level programmers. I need someone with a high degree of skill and proven ...

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    ...me build a sophisticated and efficient fashion clothing website with some specific requirements. Key Services Needed: - The website should provide comprehensive accounting services including Sales, Purchase, Document Management, Taxation, and Inventory. - The accounting services should be robust and user-friendly. Design Preferences: - The website should have an elegant and classic design. Technology and Frameworks: - For the frontend, I'm looking to have the website built with React.js and Angular. - As for the backend, I prefer to use Node.js. Ideal candidate should have experience with: - Building robust and user-friendly ecommerce websites. - Implementing various accounting...

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    ...site with accounting services, inspired by the likes of H&M but tailored to the Indian market. The website should have the following features: - Sales Management - Purchase Management - Inventory Management Payment integration is key for this project. I want the site to support the following payment options: - Credit card - PayPal - Cash on delivery A crucial requirement is ensuring the accounting services are on par with The accounting features should be fully integrated into the site and be seamless to use. In terms of the product range, the site is planned to have more than 20 product categories. The ideal freelancer for this project will be experienced in developing e-commerce sites, particularly with a focus on fashion. The abi...

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    ...full-stack accounting web application. Key aspects of this project include: - **Main Feature:** The most crucial aspect of this accounting web application is its financial reporting capabilities. The financial data will be taken from Excel and XML. There will be financial reports (P&L, Balance Sheet, Cash Flow) and graphs to show the financial status. - **Technology Stack:** I require the project to be developed using Python/Java as the primary programming language. - **Database:** The application should be built using MongoDB for its databases. Ideal candidates should have: - Proficiency in Python/Java and MongoDB. - Experience in developing accounting or financial applications that include graphs for financial reports. -...

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    ...functionalities that cover the entire operation of a business: - Inventory Management - Accounting system - Human Resource Management - CRM - Project Management - Scrum This ERP system needs to be scalable, supporting an unlimited number of users. It is important that it can accommodate business growth without necessitating major system changes or upgrades. I'm looking for a professional with experience in building ERP systems, a strong understanding of business processes, and proficiency in PHP. Given the urgency of this project, I require someone who can deliver quality work promptly. As such, the ability to meet strict deadlines without compromising on quality is vital. The project should start immediately, and I expect regular updates on the prog...

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    I'm...tasks: - Accounts Payable: Tracking and managing all outgoing payments in a clear and organized manner. - Accounts Receivable: Overseeing and monitoring all incoming payments, ensuring timeliness and accuracy. - Bank Reconciliation: Regularly reconciling bank statements with our financial records to ensure accuracy. You don't necessarily need to be an expert in accounting software, but you should be fluent in Excel. This project doesn't involve learning new software, but rather meticulously managing and organizing financial data in Excel. I prefer to receive updates and reports via email, so clear and concise communication skills are a must. Experience in bookkeeping or a related field is highly desirab...

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    ...entry specialist with an understanding of accounting, specifically familiar with Tally Prime software. The nature of work involves three critical tasks: 1. Journal Entry: The expert will be required to complete and manage financial entries concerning the company's expenditures and revenues. 2. Billing and Invoicing: This task will involve creating and managing invoices while maintaining the company's sales records. 3. Bank Reconciliation: An important aspect of this project, this task will require the matching of our company's internal financial records against monthly statements from our bank. Ideal candidates should have relevant experience in handling financial data, which includes tasks such as handling journal entries, billing,...

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    I'm looking for a skilled MS Access developer to create a billing and accounting database with a modern, minimalist interface. Key Requirements: - Customizable Reporting: The system should be able to generate a variety of reports on different aspects of the business, such as sales, expenses, and profit margins. These reports should be adaptable for future needs and allow for different levels of detail. - Integration with Existing Systems: The database will need to interact seamlessly with other existing systems and software used by the company, ensuring data consistency and accuracy. - User Permissions and Access Control: The system should have a robust user management system that allows for different access...

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    ...looking for a freelancer that can integrate my Quickbooks software with Booqable, Shogo, and Lightspeed. The integration should be done through scheduled sync and is expected to be seamless and error-free. Key Points: - I use Quickbooks for my accounting activities and need it to be in sync with my other tools - The integration should be scheduled, with the ability to set the frequency of the sync - It should be able to handle a large amount of data and ensure that all transactions are accurately reflected in Quickbooks - Python integration is created for Booqable, but needs adjustment The ideal candidate for this project should have: - Proven experience in integrating Quickbooks with other software, ideally Booqa...

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    I am in need of an experienced Tally TDL developer who can assist me in customizing my financial reports, particularly the balance sheet. Key Responsibilities: - Customize the Balance Sheet in Tally software to meet my specific business needs. Ideal Skills and Experience: - Proficiency in Tally TDL (Tally Definition Language) programming. - Prior experience in customizing financial reports in Tally, particularly the Balance Sheet. - Strong understanding of accounting principles and financial reporting.

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    I'm seeking a skilled bookkeeper with experience in Zoho to help man...with experience in Zoho to help manage the financial aspects of my small business. Your responsibilities will include: - Regularly reconciling accounts, ensuring they are accurate and up-to-date - Categorizing transactions correctly for clear financial tracking - Generating financial reports for analysis and decision-making - Offering insights and suggestions for financial improvements This role would suit an individual with: - Strong bookkeeping skills and experience, ideally with small businesses - Proficiency in Zoho, or similar bookkeeping software - Excellent attention to detail, analytical skills, and a problem-solving mindset - The abil...

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    I am searching for an experienced and skillful Odoo specialist who can proficiently work on the Sales and Accounting modules of Odoo. My needs include: Sales Module: - Lead generation: Your ability to devise effective strategies for generating valuable leads is necessary. - Quotation management: You should be proficient in handling and managing quotations within the Odoo ecosystem. - Order processing: It will be your responsibility to ensure timely and accurate processing of orders. Accounting Module: - I also require assistance in the accounting module, though the specific tasks will be discussed later. Though I haven't mentioned the Inventory module, basic knowledge regarding stock management and warehousing ...

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    ...help advance a personal accounting website I've started. The main functionalities needed are: - SASS functionality for website use - Managing and reporting transactions and bills - Help group transactions and subscriptions - Bank account synchronization via APIs. While I do want this function, I'm not locked into a specific bank API yet. I'm eager to hear your recommendations on this. - Reporting the synchronized transactions. The ideal candidate is someone with substantial experience in Laravel development. Specific skills in integrating banking APIs or creating data reporting features will be a plus. I've provided a full and detailed brief for the project. The very basics of the site has been started but not much ...

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    I'm seeking a professional with adept financial analysis skills to help me track and understand my small business's budget variances. Key Responsibilities: - Conduct a thorough examination of the company's financial data - Identify and analyze budget variances - Offer actionable insights and recommendations for improving budget performance Ideal Skills and Experience: - Proven experience in financial analysis, preferably in a small business context - Expertise in budget variance analysis - Strong knowledge of accounting principles and financial modeling - Excellent communication and presentation skills - Ability to work independently and deliver high-quality results in a timely manner

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    ...design primarily for a residential building based on clay soil. Your job will specifically entail: * Producing a thorough, realistic, and functional strip footing design suitable for residential structures. * Accounting for the characteristics and limitations of clay soil in your design process. An ideal candidate for this project must meet the following requirements: * Profound knowledge and experience in structural designing and civil engineering. * A deep understanding of different footing designs, especially strip footing. * Experience in designing footings for structures built on clay ground specifically. * Familiarity with the standard construction regulations and safety standards for resident...

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    I'm seeking an experienced financial and tax accountant to assist with the following: - Financial Statements Preparation: As part of the role, you'll be responsible for preparing accurate and detailed financial statements for my business. - Tax Preparation: You should also be well-versed in tax preparation, ensuring my business is compliant with all tax obligations and regulations. To apply for this role, I require that you submit past work samples showcasing your experience in similar roles. Please ensure your application is detailed and highlights your expertise in accounting. I prefer communication to be done via email as it's my preferred means of contact. Ideal skills and qualifications for the j...

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    I am seeking an accounts trainee to assist with various accounting tasks, including bookkeeping, financial statement preparation, and tax filings. - Strong Excel and TALLY functionality is a must. - The ideal candidate should also be adept at creating specific reports, i.e. profit and loss statements, balance sheets, and cash flow statements. Overall, a keen eye for detail and previous experience in accounting will be preferred.

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    I'm looking for an experienced accountant with financial analysis skills to help me with my construction business. Key tasks: - Analyzing financial data and creating reports specific to the construction industry - Identifying trends, risks, and opportunities within the business - Collaborating with me to make informed financial decisions Ideal skills and experience: - Proven experience in financial analysis and accounting - Expertise in the construction industry is a big plus - Strong communication skills to deliver findings through email - Ability to work independently and take initiative in identifying potential areas for improvement. Your insights will be crucial in guiding the financial health of my company.

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    I'm seeking help with analysing financial statements, particularly the income statement with a ...income statement with a strong focus on revenue recognition. As a business owner, I need to deepen my understanding of my financial situation, and I believe grasping this concept will be pivotal. Key responsibilities: - Interpret and explain my income statement - Highlight critical aspects of revenue recognition - Showcase practical insights using my financial data Ideal Skills and Experience: - Excellent understanding of finance and accounting principles - Proficiency in interpreting financial statements, especially income statements - Prior experience in business financial analysis - Extensive knowledge in revenue recognition - Ability to teach a...

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    I am looking for an intermediate level freelancer to handle several specific tasks related to my company's accounts. The tasks include, but are not limited to: - General bookkeeping - Debtor watch to keep an eye on unpaid invoices - Periodic accounts reporting Proficiency in Xero accounting software is a must, as this is what we use to manage our finances. If you are skilled, diligent, and on top of things, I would love to hear from you. Prior experience in similar roles would be a bonus.

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    ...help with the setup of QuickBooks Online for my company's regular financial management and tracking. As we don't currently have a QuickBooks subscription, I will require guidance throughout the purchasing and setup process. Essential tasks include but are not limited to: - Assistance with initial subscription setup. - Configuring QuickBooks Online to fit our needs. - Training on how to use the platform for regular financial management and tracking. This project will require proficiency in: - QuickBooks Online - Financial Management - Accounting Principles A successful freelancer will have a strong background in finance and experience implementing online accounting software platforms. If you've set up QuickBooks...

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    ...developer to create a desktop accounting application. Key Features: - Invoicing: The software should enable users to easily generate invoices for their clients. The invoicing system should be user-friendly, allowing for customization and easy tracking. - Expense Tracking: The accounting software should also include a feature that allows for the easy tracking and management of expenses. This feature should be comprehensive and intuitive. - Financial Reporting: It's important that the software has a robust financial reporting component. This should include a variety of customizable reports that provide users with insights into their financial health. The ideal candidate for this project will have experience in developi...

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    ...expertise in bookkeeping, tax preparation, and financial analysis. The main objective of this project is to manage my accounts and finances effectively. Key tasks you'll be responsible for include: - **Bookkeeping:** Ensuring all financial transactions are recorded accurately and in a timely manner. - **Tax Preparation:** Preparing and filing my taxes in compliance with relevant laws and regulations. - **Financial Analysis:** Conducting thorough analysis of my financial health and advising on strategies for improvement. I currently use QuickBooks and Excel for my accounting tasks. Proficiency in these tools is a must. Additionally, experience with other accounting software would be b...

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    Looking for a CPA from Philippines with strong English skills, multi-years work experience in Xero, QBO, MYOB, Sage for US/Australia/NZ companies. Tax filing experience would be an added skill. Overall engagement would start small but can grow into a full time engagement depending on the quality of work delivered. The role would entail shift working and the work hours will be a function of client requirements. (PH night shift/early morning shift). Only looking at Individual Freelancers, team bids will be rejected. If this description excites you, happy to chat. Experience in automation in accounting and comfort with writing accounting / finance content preferred. The price range quoted is monthly price range.

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    ...my bookkeeping needs, including GST compliance and registration, and also handle auditing and ITR filing. Key Responsibilities: - Bookkeeping: I need assistance with managing my financial records, ensuring accurate and up-to-date bookkeeping. - GST Registration: I require support in registering for GST. - GST Compliance Management: Ensuring that my business is in line with GST regulations and making timely compliance filings. - Auditor: I need someone who can maintain and present my financial records for auditing. - ITR Filing: Preparing and filing my Income Tax Returns in a timely manner. Ideal Skills and Experience: - Proven experience in bookkeeping and financial management. - ...

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    ...funds that have outperformed over 10 years. Allocate 30% to 20 individual stocks screened for earnings growth, valuations, profitability and momentum. Back test over 15 years versus S&p;P 500. Evaluate returns, risk and rebalancing strategies." unfortunately the feedback i got was "You claim that you did portfolio optimization but there is no information how you did it. There is no covariance matrix no correlation coefficients obtained from data " I'm looking for someone to help me complete this project before may 5th , 11:59PM pacific time. I am seeking a financial expert to optimize my portfolio with an emphasis on minimizing risk. The assets I'm interested in optimizing include Stocks, Bonds, and Mutual Funds....

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    ...seeking a comprehensive CRM/HRM solution for my Immigration Consultancy Firm. The system should cater to client, document, and employee management. Preferred location of freelancer / software house is LAHORE. Key Features: - **Client Management**: The system should have a robust client management module. It should help us track client interactions, monitor case progress, and manage client information securely. - **Document Management**: The CRM/HRM system must enable us to store and manage client documents efficiently. This includes the ability to upload, categorize, and retrieve documents easily. - **Employee Management**: The platform should support the management of 11-50 employees. Features should include attendance tracking, performance evalu...

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    Looking for an experienced developer to create a case management system tailored towards law firms. Having outgrown our current accounting software system, we need a more comprehensive, automated solution. Key Features: - Document management: Expeditious handling of documentation is crucial in our line of work. We need a system that can easily store, manage and make retrievable crucial case files. - Time tracking: In order to accurately bill clients, a robust time tracking feature is system should account each spent minute for efficient invoicing. - Client communication tracking: Having records of all client communication aids in providing a continuous and seamless customer service experience. We need a system that keeps track of all client interaction...

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