Financial Planning Jobs

We need someone who knows QuickBooks Online, and I need an experienced hand to keep everything running smoothly. The first priority is a clean, well-structured chart of accounts tailored to my operation; once the foundation is solid, you’ll take over the ongoing monthly bookkeeping—categorizing transactions, reconciling bank and credit-card feeds, and generating clear P&L and balance-sheet reports. From time to time errors pop up in QBO (sync hiccups, reconciliation issues, unexpected balance discrepancies). When they do, I’d like you to jump in, diagnose the root cause and correct it so my books stay accurate. I’m not planning to connect any third-party apps right now, so the focus is entirely on native QuickBooks Online functions. Acceptance criteria &bul...

I’m looking for a seasoned personal-finance professional who can show me clear, practical ways to make more money and manage what I already have more effectively. Right now I don’t have a structured budget, investment plan, or debt-reduction roadmap—I just know I want “more money” and a path that actually works. What I need from you: • A quick discovery call (or questionnaire) to grasp my current income, expenses, debts, and savings. • A concise, easy-to-follow action plan that covers day-to-day budgeting, recommended saving targets, and ideas for new or improved income streams. • Straightforward investment or side-hustle suggestions that match my risk tolerance and time commitment. • Simple tracking templates or spreadsheet tools so...

I’m looking for a seasoned personal-finance professional who can show me clear, practical ways to make more money and manage what I already have more effectively. Right now I don’t have a structured budget, investment plan, or debt-reduction roadmap—I just know I want “more money” and a path that actually works. What I need from you: • A quick discovery call (or questionnaire) to grasp my current income, expenses, debts, and savings. • A concise, easy-to-follow action plan that covers day-to-day budgeting, recommended saving targets, and ideas for new or improved income streams. • Straightforward investment or side-hustle suggestions that match my risk tolerance and time commitment. • Simple tracking templates or spreadsheet tools so...

Looking for a website for a financial planning firm. Please submit ONLY if you have had experience with building such a site. I have some content. Please submit examples of your work. Thanks

I need someone to write a masters manual for my businesses services builders manual sales script and intake form fof clients access and info. I expect it to be 20 or so page's long with detailed descriptions on terminology services included prices expected completion dates financial forcast etc. I will give you a prompt and/or a document to use with copilot ai(free app) and you can use copilot to help you complete it. If you feel copilot does not give enough detail then expand it on your own. Use tell copilot to use the descriptions from this job posting plus the document i give you into copilot chat as well. You will have 2 days to complete it and will be paid by the end of the week from start date. Please message me after submitting bid. (I will not be communicating first) Side not...

Project Type: Fundraising / Capital Introduction Budget: Success Fee Only (Percentage of Funds Raised) Description: I am seeking an experienced capital introducer with direct relationships to: Family offices (single-family or multi-family) Lending companies (private credit funds, direct lenders, debt funds) Institutional investors that do direct debt deals High-net-worth individuals with family office-style direct investment appetite The Opportunity: We are raising $500,000 in senior secured debt for an AI-native education infrastructure company. Key Terms: Fixed Return: 50% over 24 months ($250,000 interest on $500,000 principal) Security: First lien on all IP and hardware (investor paid before founders, before staff, before expansion) Breakeven: 50 pods total ever (12% of target) Insta...

I’m looking for a meticulous bookkeeper who can log in each business day, enter every transaction from the previous 24 hours, reconcile the running balances, and leave me with an up-to-date snapshot of cash flow and profit. Bookkeeping is the only service I’m after right now; tax prep and broader financial analysis are handled elsewhere. The volume is moderate—usually 50–100 line items per day spread across two bank accounts, one credit-card feed, and a handful of payment processors. I’ll upload invoices, receipts, and bank statements to a shared cloud folder and grant you direct access to the accounting file. If you already specialise in QuickBooks, Xero, or FreshBooks that’s perfect; I’m flexible and can migrate the data to whichever platform yo...

I run a nationwide C-Corporation that owns and operates several short-term rental listings on Airbnb and VRBO. Because reservations and cleaning crews span multiple states—and sometimes different cities within the same state—I need a licensed CPA or Enrolled Agent who can keep every jurisdiction happy while making sure we claim every legal advantage available to the hospitality industry. Here’s what I’m counting on you to handle: • State and local corporate income (and franchise, if triggered) tax returns for every jurisdiction where we have filing responsibility, prepared and e-filed on schedule. • Ongoing full-charge bookkeeping in QuickBooks Online, posted at least monthly and reconciled to bank/credit-card feeds, so the trial balance is always ...

I need an experienced accountant for my C-Corp that operates an Airbnb business. Key requirements include: - Tax preparation: Federal, state, and local as needed - Potential for ongoing support or one-time service - Not fully sure the totality of services needed Ideal skills and experience: - Expertise in C-Corp taxation - Experience with Airbnb or similar businesses - Comprehensive tax knowledge (federal, state, local) - Financial planning and bookkeeping skills are a plus Please provide a detailed breakdown of your services and experience.

I need a series of LinkedIn posts with carousels as well that look polished, authoritative, and tailored to corporate finance professionals. Every slide should offer immediately useful insight on finance-related topics, with this run focusing specifically on investment strategies and sound financial planning. Here’s what I expect: • A cohesive carousel format (1080 × 1080 px) ready for direct upload to LinkedIn. • Clear, concise copy that speaks to the challenges and interests of senior analysts, controllers, and CFO-track readers. • Visually consistent design—clean typography, brand-appropriate colour palette, and data visuals or infographics where they strengthen the point. • A logical flow from slide to slide ending with a crisp call-to-a...

I am seeking an experienced freelance consultant to support the structuring and operational setup of an Ireland-based private transaction practice. The role includes reviewing and identifying all required legal, compliance and operational documentation for launch, ensuring alignment with Irish jurisdiction and regulatory standards. The consultant should be familiar with Irish contract practices, AML conciderations, VAT implications and sole trader obligations. In addition, i am looking for strategic guidance on targeted outreach to suitable sellers and buyers within high-value private asset markets, with a focus on discreet positioning rather than mass marketing.

I’m preparing to launch a new retail venture and need a polished business plan that places real weight on the marketing strategy. The document must read well enough for outside stakeholders yet be actionable for day-to-day execution inside the company. Because we operate in the Retail space, I want the plan to reflect current brick-and-mortar realities alongside e-commerce trends—think foot-traffic drivers, omnichannel touchpoints, social commerce integrations, and loyalty tactics. A concise industry overview and basic financial outline are welcome for context, but the marketing section is the centerpiece: customer personas, positioning, go-to-market calendar, channel mix, projected CAC vs. LTV, and clear KPIs I can track from launch through scale-up. Deliverables • Co...

I need a seasoned accountant who works daily with U S tax rules to prepare and file my company’s federal and state returns for the current year, then outline a clear retirement-planning path that keeps the tax bite as low as legally possible. Here’s what I’m after: • Complete preparation and electronic filing of all required business returns, including schedules, supporting statements, and reconciliation back to our books. • A concise, actionable retirement-planning brief (e.g., 401(k), SEP-IRA, Solo 401(k) comparisons) showing contribution limits, projected tax savings, and implementation steps. • Timely responses to any follow-up questions from the IRS or state authorities, should they arise. You’ll be working from clean, cloud-based bookkeep...

I’m setting an ambitious goal—growing my ventures until the numbers reach nine zeros—so I’m looking for seasoned business consulting focused squarely on financial management. What I need right now is sophisticated yet practical budget planning: a clear framework that shows exactly where money should be allocated, which expenses can be tightened, and how profits can be rolled back into growth. You’ll start by examining my current financial statements, revenue streams, and cost structure. From there, I expect a thorough spending plan, monthly cash-flow projections, and sensible guardrails that keep the business agile while still aggressively scaling. The end product should feel like a living playbook I can update in Excel or Google Sheets, backed by your ration...

I am looking for a freelancer to help me set up a Personal Finance system on Odoo that is: 1. Personal but scalable – I can manage my own finances, as well as my spouse’s or friends’, all under the same company in Odoo. 2. Simple and easy-to-understand – I do not have accounting experience, so the system and explanations must be clear. Requirements 1. Design a detailed Chart of Accounts • Assets: Bank accounts, investment accounts, physical gold • Liabilities: Personal loan, credit cards, installment obligations • Equity: Owner Capital, Retained Earnings, Unrealized Investment Reserve • Income: Salary, certificate interest, realized investment gains • Expenses: Living expenses, financial expenses, investment expenses 2. Set up acco...

I’m a complete beginner who wants to master options trading from the ground up through live, one-on-one Zoom sessions. We’ll start with the basics—terminology, how option pricing works, the Greeks, and core strategies such as covered calls and cash-secured puts—then progress to vertical spreads, risk management, and trade planning. I learn fastest when I can watch you share your screen, walk through real‐time option chains, and explain why you would (or wouldn’t) take a position. Recording each session and providing concise notes or slide decks afterward will help me review. My goal is to finish the program able to: • Identify suitable option setups on my chosen stocks or indices • Calculate maximum risk, reward, and breakeven points • E...

Je termine mes études en agronomie et je souhaite maintenant poser les bases d’une entreprise de services agricoles. Le projet est entièrement personnel : je n’ai pas encore de structure officielle, mais je veux préparer dès aujourd’hui un dossier solide pour pouvoir le lancer dès l’obtention de mon diplôme. Objectif Je veux proposer un service d’amélioration des techniques de culture aux petits et moyens producteurs de mon pays. L’idée est d’accompagner les paysans sur le terrain : diagnostics de sols, choix variétal, itinéraires techniques, bonnes pratiques de fertilisation, irrigation raisonnée et gestion intégrée des ravageurs. Ce que j’attends ...

Je souhaite lancer une production de riz hors saison irriguée par forage afin d’améliorer durablement les revenus des agriculteurs locaux. Je recherche un expert capable de transformer cette idée en un plan d’action clair et directement exploitable sur le terrain. Objectif principal • Augmenter le revenu des exploitants grâce à une campagne de contre-saison stable et rentable. Défis identifiés • Accès à l’eau : dimensionnement et implantation d’un forage fiable, estimation des débits, choix du système de pompage solaire ou diesel ou à gaz. • Capacité de stockage : solutions de silos ou entrepôts adaptés au climat, prévention des pert...

Saya sedang membutuhkan dana sebesar Rp10 juta secepatnya untuk membeli sebuah motor yang sudah saya pilih. Saya mencari seorang ahli yang memahami pasar pembiayaan di Indonesia—mulai dari bank konvensional, koperasi, aplikasi pinjaman online, hingga platform P2P lending—dan bisa memandu saya hingga dana benar-benar cair. Ruang lingkup pekerjaan: • Menganalisis profil finansial saya secara singkat dan menyarankan skema pinjaman paling realistis (bunga, tenor, biaya admin). • Menyusun daftar minimal tiga opsi pemberi pinjaman lengkap dengan persyaratan dokumen, estimasi waktu proses, serta langkah pengajuan. • Membantu menyiapkan dan meninjau seluruh formulir, surat keterangan, atau dokumen pendukung agar lolos verifikasi pertama kali. • Memberi pand...

Saya membutuhkan sebuah model keuangan lengkap untuk sebuah sekolah menengah yang masih dalam tahap perencanaan. Fokus utama saya mencakup: • Model proyeksi pendapatan – memperkirakan sumber‐sumber penerimaan seperti uang sekolah dst • Model biaya operasional – menghitung komponen gaji guru & staf, utilitas, pemeliharaan gedung, dan biaya aktivitas belajar mengajar, dst • Model laporan keuangan – menyusun modeling laporan laba rugi, neraca, dan arus kas agar saya dapat proyeksi dan kelayakan finansial sekolah dari tahun ke tahun. Saya ingin file akhir dalam bentuk spreadsheet (Excel atau Google Sheets) yang sepenuhnya terbuka untuk saya ubah sendiri, lengkap dengan asumsi‐asumsi utama di satu tab terpisah, rumus terhubung otomatis, dan output ringkas...

Şirketimin mevcut kaynaklarını en verimli şekilde kullanarak yeni bir danışmanlık gelir modeli oluşturmak istiyorum. Hedefim, mümkün olan en düşük başlangıç maliyetiyle yüksek kârlılık sağlayacak bir hizmet konsepti belirlemek. Senden beklediklerim: • Pazar ve rekabet analizi yaparak kârlı boşlukları ortaya koyman • Hedef müşteri segmentlerini ve fiyatlandırma stratejilerini netleştirmen • Uygulanabilir hizmet paketleri, sunum akışı ve satış kanallarını ayrıntılandırman • 3, 6 ve 12 aylık gelir-gider projeksiyonları sunman • Adım adım uygulanabilir bir aksiyon planı hazırlaman Başvuruna mutlaka detaylı proje teklifini ekle; varsayım ve metodolojini, kullanacağın araştırma araçlarını ve tahmini teslim...