Finansiel rådgivning Jobs

I need an experienced tax professional who can prepare my company’s current-year returns for both Canada and the United States. The scope covers the full tax preparation cycle—filing the returns, maximising every legitimate deduction and credit, and confirming all compliance and reporting requirements at the federal and provincial/state levels. I will supply organised PDFs and Excel sheets with income, expense, and payroll data. You will work in recognised software such as ProFile, TaxCycle, Intuit ProConnect, or a comparable CRA/IRS-approved platform and provide the finished files ready for electronic submission. Please note in your proposal which program you use and confirm you hold the necessary EFILE/IRS PTIN credentials. Deliverables • Completed Canadian and U...

I need an experienced tax professional who can prepare my company’s current-year returns for both Canada and the United States. The scope covers the full tax preparation cycle—filing the returns, maximising every legitimate deduction and credit, and confirming all compliance and reporting requirements at the federal and provincial/state levels. I will supply organised PDFs and Excel sheets with income, expense, and payroll data. You will work in recognised software such as ProFile, TaxCycle, Intuit ProConnect, or a comparable CRA/IRS-approved platform and provide the finished files ready for electronic submission. Please note in your proposal which program you use and confirm you hold the necessary EFILE/IRS PTIN credentials. Deliverables • Completed Canadian and U...

Je cherche un professionnel capable de préparer le bilan et le compte de résultat 2025 de ma société. Ces documents serviront à notre déclaration annuelle, ils doivent donc être complets, conformes aux normes françaises et présentés de façon claire. Livrables attendus : • Bilan 2025 détaillé (format Excel et PDF) • Compte de résultat 2025 correspondant (format Excel et PDF) • Brève note explicative résumant les principaux chiffres et éventuelles observations Je fournirai les journaux comptables, relevés bancaires et pièces justificatives dès le démarrage. J’apprécierais un échange rapide pour préciser l...

I need my UK personal and business tax returns prepared and submitted no later than 12 March. I do not yet have every document in order, so part of the job is guiding me on what is missing and helping me pull the data together correctly—bank statements, expense receipts, payroll figures, the works. Once these filings are safely lodged, I would like to keep working together on day-to-day bookkeeping, periodic financial reporting and forward-looking tax planning, so accuracy and clear communication are must-haves. Deliverables for this first engagement • Completed personal income tax return, ready for submission • Completed corporate/business tax return with all schedules • A concise checklist of the documents you used and any still outstanding • A short...

I run a rapidly expanding courier service with hubs in Nevada, Chicago, New York, and Washington DC. We cycle through roughly 100 - 500 transactions each month and all of our data already lives inside QuickBooks Online. Here’s what I need you to own: • Accurate monthly financial statements, P&L, balance sheet, and cash-flow, delivered by the 5th business day. • End-to-end payroll processing for drivers and office staff (bi-weekly). • Day-to-day management of accounts payable and receivable so vendor bills, client invoices, and driver settlements stay current. You’ll receive secure, view-only feeds from our bank, credit cards, and delivery platforms, plus any historical files you need to get fully caught up. A short variance summary or set of notes...

I need a bookkeeper assistant to create a 10-year NJ Corp income and expenses for accountant Bookkeeper assistant Needed to Reconstruct ~3Years of LLC Expenses (No Income, Only Property‑Related Costs) Project Overview I am seeking an experienced bookkeeper or accountant to help recreate approximately 3 years of historical bookkeeping for a small NJ Corp.. The company owns vacant land only, with no income, and the goal is to properly categorize all expenses so past‑due business tax returns can be filed. Scope of Work • Rebuild bookkeeping records for ~10 years • Review receipts and expense documentation stored in emails and folders on my laptop • Categorize all expenses accurately for tax purposes • Organize records year‑by‑year for submission to a tax preparer • Wo...

I need a reliable virtual accountant who can bring our FY25 books to a clean close and then stay on to handle day-to-day accounting for a product-based business that sells online and through a small retail outlet. Annual revenue is less than 20L Where we are now • All transactions are sitting in Excel spreadsheets. Nothing is yet in QuickBooks, Xero, Sage, or any other dedicated package. • Sales flow in from Shopify and our POS system; payouts hit multiple bank accounts and payment gateways. • Inventory is tracked in a separate sheet and must reconcile to COGS. Immediate mission – FY25 year-end 1. Build a complete Balance Sheet and P&L. 2. Confirm Gross Profit and Net Profit figures. 3. Prepare a Cash Flow Statement, Accounts Receivable Aging, Account...

I work with homeowners who want to finance their next home-improvement project through personal loans, and I need a partner who can move them smoothly from inquiry to funded. Your role begins with a deep dive into each applicant’s credit profile. I will supply raw reports; you extract and interpret three core data points—credit score, debt-to-income ratio, and payment history—then translate those findings into a clear approval strategy. The goal is to know, before any formal submission, which lender tiers and loan amounts are realistically within reach. Here’s how I picture the flow: • Assess the credit score, DTI, and payment history and flag any red-line issues. • Produce a concise pre-approval memo that states likely loan size, rate range, and nex...

I need an expert-level credit repair professional who can move fast and achieve measurable deletions. The work centres on three core activities: filing accurate disputes with all major bureaus, communicating with creditors to secure written confirmations or corrections, and thoroughly reviewing each credit report to spot every negative entry. Most of the cases involve incorrect payment history, fraudulent accounts, and the lingering inquiries or public-record items that drag scores down. I expect you to know the FCRA, FACTA, Metro 2, and each bureau’s online and mail-in dispute processes cold, and to be comfortable escalating when responses stall. Deliverables • A marked-up copy of each initial credit report showing every disputed line item • Dispute packets or electron...

I want to open a new trading account and get it ready for live use, but I’d prefer someone on the ground in Bangladesh to guide me step-by-step. The immediate task is straightforward: create the account in my name and make sure it is fully operational. Because I already trade on Binance, we can speak the same crypto language—USDT transfers, basic blockchain concepts, and exchange workflows won’t need explaining. Here’s what I expect from you: • Walk me through the sign-up flow in real time (video call or screen-share is fine). • Complete KYC and regional verification smoothly, using best practices you’ve tested yourself. • Enable all basic security layers—email/SMS confirmation and, if time allows, Google Authenticator 2FA—s...

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...

I’m looking for a reliable accountant who can take the lead on my current tax-preparation workload. The focus is purely on tax work, so you won’t be distracted by general bookkeeping or admin tasks; I want your experience aimed squarely at preparing accurate, timely returns and accompanying schedules. Here’s what I need from you: • Gather, verify, and organise client source documents (W-2s, 1099s, invoices, prior-year returns, etc.). • Prepare complete federal and state returns in the appropriate software (e.g., QuickBooks, TurboTax, Drake, or another platform you already trust). • Flag any missing information, deductions, or compliance issues early so I can resolve them with the client before filing. • Provide a concise summary sheet for each...

We are Spark Drive, a mobility & ad-tech startup launching in Germany. We are looking for an experienced individual or agency to help us raise capital from angel investors, syndicates, and early-stage funds. What we offer: 1- Commission-based compensation (% of funds raised) 2- Long-term collaboration if results are strong Your role: 1- Investor outreach & introductions 2- Pitch coordination & follow-ups 3- Supporting us through closing Requirements: 1- Proven fundraising experience 2- Strong investor network (Europe preferred) 3- Clear communication & transparency Commission percentage is open for discussion based on experience and performance.

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 an experienced scriptwriter to create engaging content for my trading and stock market channel. The scripts should cover advanced trading techniques, with a focus on risk management strategies and technical analysis. Key Requirements: - Expertise in risk management strategies and technical analysis - Ability to write engaging and educational content - Experience in the finance or trading industry -in depth knowlege about global news Ideal Skills and Experience: - Background in finance or trading - Proven scriptwriting experience - Strong research skills - Ability to simplify complex concepts for a broad audience Please provide samples of previous work and relevant credentials.

My QuickBooks Online file is out of balance: recent bank reconciliations refuse to clear, and several accounts in the Chart of Accounts are showing inaccurate balances. I need a QBO expert to dive in through accountant access, pinpoint the source of the reconciliation errors, and correct the underlying balance issues. Here’s the outcome I’m after: • All outstanding bank and credit-card reconciliations brought to a zero difference. • Chart of Accounts balances corrected so they match source documents. • A short recap (written or quick Loom video) that lists what you adjusted and any preventative steps I should follow. The company is on QuickBooks Online Plus; bank statements, CSV exports, and supporting documents are ready to share. Accuracy, clear communic...

IAlpha Genesis Advisors is officially expanding. We are building a massive proprietary trading infrastructure and are looking for top-tier talent to join our ecosystem. We are currently recruiting for two key roles: 10 Senior Mentors: We need professionals with a proven track record to train, manage, and lead teams of traders. You will be responsible for student growth and will earn a fixed fee. Day Traders: We accept motivated individuals from all over the world. While experience is preferred, the ability to strictly follow our systematic approach is mandatory. What we provide: Institutional Capital: We are scaling toward a fund of $1-3 Billion. Advanced Technology: Exclusive access to our proprietary AI and Arbitrage systems to enhance your trading performance. 60/40 Profit Split:...

Project Title: Engagement for Strike Off of Private Limited Company (STK-2 Filing) Project Overview: We seek to engage a qualified and experienced Company Secretary (CS) or Chartered Accountant (CA) to manage the end-to-end strike off of BIDMASTERS Consultancy Pvt. Ltd. by filing Form STK-2 with the Ministry of Corporate Affairs (MCA). Current Company Status: - Company incorporated but no annual filings/compliances completed since incorporation - DIN KYC completed once - MCA status currently reflects Active Compliance - No significant business operations carried out (declaration can be provided, if required) Scope of Work: - Review the company’s MCA records and confirm eligibility for strike off - Advise on and complete any prerequisite compliances, if applicable -...

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...

I want to grab Sovereign Gold Bonds from the secondary market this week, ideally at a noticeable discount to the latest tranche price. My Upstox and Angel One demat accounts are already active, so the operational side is ready—I just need an expert eye on which series to pick and how to time the order. The purpose is still investment, yet I’m chasing a short-term upside rather than an eight-year hold. I haven’t fixed the quantity; I’d like your advice on what lot size makes sense once we see the liquidity and discount available. Here’s what I expect from you: • Scan NSE/BSE and shortlist the SGB series trading at the widest discount, factoring in accrued interest and YTM. • Recommend a buy-range price and the optimal number of units. • Gu...

Project Description I am looking for a qualified GST and Income Tax expert from India who has experience in service aggregator / marketplace business models such as Urban Company. Business Model Explanation: We operate an online platform where: Customers book AC repair services through our platform. A service engineer visits the customer location. The engineer identifies gas refill and/or spare parts replacement (capacitor, PCB, fan, etc.). The engineer purchases required spare parts directly from the local market. The engineer installs the parts at the customer’s site. Important Clarifications: Our platform does NOT stock any spare parts. Our platform does NOT purchase spare parts at any time. Spare parts are always purchased by the engineer directly from the open market. We generat...

Each month I close my books in Xero and need a skilled set of eyes to make sure every customer invoice lines up perfectly with payments received and ledger entries. The core of the job is monthly reconciliations, but the part that always eats my time is keeping invoice management clean, complete, and matched to the right accounts. You will log in to my Xero file, review the sales ledger, trace any unmatched or partially paid invoices, and correct coding errors so the reconciliation summary shows zero outstanding discrepancies at month-end. I already handle bank feeds and expense tracking, so your focus stays squarely on the invoicing side. Deliverables each month: • A fully reconciled Accounts Receivable ledger in Xero • A brief summary of any issues found, the fixes applie...

QuickBooks Enterprise 2024 Setup Help Needed I recently switched to QuickBooks Enterprise 2024 and am looking for a specialist to help configure the following: Basic small business account setup Invoice template setup Inventory setup Specifically, I need assistance with: Setting up inventory for 5 items Creating barcodes for the items Setting up inventory store locations Looking for someone experienced with QuickBooks Enterprise who can complete this efficiently. Please share your experience and estimated cost. Need this asap quickbook is already installed and working with no issue Most basic information is already setup Thanks

Summary We are a strategy consulting firm based in Poland, dedicated to delivering exceptional projects for clients within the financial sector. We are looking for reliable individuals to collaborate with us as Mystery Shoppers and play an important role in our projects, ensuring accuracy and attention to detail at every step. Countries Covered: the USA Auditors Profile: - without any previous relation to SoFi bank, - not a student, - USA citizen Key Responsibilities: Account onboarding and debit card application processes mapping and testing 30 days activation communication tracking and taking notes Performing few actiivities related to account active usage (daily banking) Answering Satisfaction Surveys (in excel) paying attention to all details asked Preparing necessary basic docum...

Saya memerlukan bantuan untuk merangkai deskripsi laporan keuangan yang ditujukan khusus bagi para pemegang saham. Fokus laporan ini adalah: • Menjelaskan performa keuangan perusahaan secara ringkas namun informatif • Menyoroti pencapaian kuartalan, tren pendapatan, dan rasio utama • Menggunakan bahasa yang mudah dipahami tanpa mengorbankan ketelitian angka Saya akan menyediakan data neraca, laporan laba-rugi, dan arus kas; Anda menyusun narasi 1–2 halaman yang: 1. Menghubungkan angka dengan dampaknya bagi pemegang saham 2. Memasukkan insight relevan—pertumbuhan, efisiensi biaya, serta proyeksi singkat 3. Tetap konsisten dengan gaya penulisan korporat kami (panduan akan saya sertakan) Revisi ringan hingga versi final dapat diterima oleh dewan dire...

Accounting Operations Specialist (Part-Time / Full-Time) We are looking for a hands-on Accounting Operations Specialist to support day-to-day financial activities across Accounts Receivable, Accounts Payable, and Sales Administration. This role plays a key part in ensuring accurate billing, timely collections, clean vendor processing, and reliable financial reporting. Key Responsibilities Accounts Receivable Manage invoicing, payment posting, and collections Oversee installment plans and monitor customer payment schedules Prepare AR aging reports and support collection follow-ups Resolve billing discrepancies with Sales Administration Accounts Payable Process vendor invoices in SAP (correct GL and cost center coding) Manage vendor reconciliations and payment cycles Reconcile AMEX and ...

Saya memerlukan bantuan untuk merangkai deskripsi laporan keuangan yang ditujukan khusus bagi para pemegang saham. Fokus laporan ini adalah: • Menjelaskan performa keuangan perusahaan secara ringkas namun informatif • Menyoroti pencapaian kuartalan, tren pendapatan, dan rasio utama • Menggunakan bahasa yang mudah dipahami tanpa mengorbankan ketelitian angka Saya akan menyediakan data neraca, laporan laba-rugi, dan arus kas; Anda menyusun narasi 1–2 halaman yang: 1. Menghubungkan angka dengan dampaknya bagi pemegang saham 2. Memasukkan insight relevan—pertumbuhan, efisiensi biaya, serta proyeksi singkat 3. Tetap konsisten dengan gaya penulisan korporat kami (panduan akan saya sertakan) Revisi ringan hingga versi final dapat diterima oleh dewan dire...

I require my Digital Assets Evaluated and Given a market Value that can be Stood Behind with an Official Independent Audit. I recently purchased a large assortment of Digital Assets Primarily Code Scripts and High Level Architecture Assemblies. I need to have a third party who is qualified to Evaluate their value. Provide an Estimated Value of them. An NDA will be required

Summary We are a strategy consulting firm based in Poland, dedicated to delivering exceptional projects for clients within the financial sector. We are looking for reliable individuals to collaborate with us as Mystery Shoppers and play an important role in our projects, ensuring accuracy and attention to detail at every step. Countries Covered: the USA Auditors Profile: - without any previous relation to SoFi bank, - not a student, - USA citizen Key Responsibilities: Account onboarding and debit card application processes mapping and testing 30 days activation communication tracking and taking notes Performing few actiivities related to account active usage (daily banking) Answering Satisfaction Surveys (in excel) paying attention to all details asked Preparing necessary basic docum...

I'm seeking an experienced professional to help grow my investment advisory practice, specifically focusing on the stock market with a long-term investment strategy. Key tasks include: - Developing and implementing marketing strategies to attract new clients. - Creating comprehensive, easy-to-understand long-term investment strategy guides. - Providing regular market analysis and insights. Ideal skills and experience: - Proven track record in stock market investments. - Strong background in financial advising and client relationship management. - Excellent communication skills, both written and verbal. - Marketing experience to help grow the practice. Looking for someone who can not only provide expert advice but also help expand my client base and enhance my practice's visib...