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I’m looking for a seasoned financial planner or advisor located in the United States or Canada to help me map out a successful personal fundraising campaign. This is a one-time effort—think GoFundMe-style rather than venture capital—and I need clear, practical guidance on how to: • choose the most suitable platform and payment processor, • set a realistic funding goal and budget, • stay compliant with IRS or CRA rules on gifts vs. taxable income, and • keep tracking and reporting simple with tools like QuickBooks, Excel, or Mint. Here’s how I’d like us to work together: 1. We start with a 60-minute video consultation where I lay out my situation and questions. 2. Within three business days you send back a concise written action plan (1–2 pages) detailing recommended platforms, projected costs and fees, a step-by-step launch timeline, and key tax considerations for my state or province. 3. I’ll have up to a week of email follow-up for clarifications. I’m not seeking investment management or retirement advice—just expert fundraising know-how backed by your experience advising U.S. or Canadian clients. If this sounds like a good fit, let’s set up that call.
Projekt-ID: 40248790
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Aktiv 19 dage siden
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10 freelancere byder i gennemsnit $422 USD på dette job

Hi there, I have an M.B.A in Business and Finance, and more than 10 years of experience as a business consultant, I have helped clients take off their businesses and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. While working on this, I will ensure to provide extensively researched content, which will specifically include an Executive Summary, a Business Overview, an effective Operations Plan, Market analysis and Cost Analysis, Product and Services description, Sales and Marketing strategies, a Competitive Analysis, Management Team, Financial Plan and estimated Projections. My top priority will be helping you with a high-quality write-up for this business plan. As a professional business strategist, carrying a decade of experience in the writing industry, I will be crafting a perfect plan for you that helps you focus on both short-term and long-term goals, making sure your ideas succeed. I have had the pleasure of working on several similar projects with multiple clients over different freelancing platforms; I can deliver quality work to tight deadlines. You can see an example of one of those projects in my portfolio. Feel free to engage me by sending a single text. Regards,
$250 USD på 2 dage
5,2
5,2

Hello With graceful enthusiasm, this project aligns perfectly with my expertise—I can deliver it flawlessly. I'm truly excited about the opportunity to collaborate with you. Let's chat for more details. Warm regards, Sophia
$500 USD på 10 dage
0,0
0,0

Hello, I would like to grab this opportunity and will work until you are 100% satisfied with my work. I am an experienced professional with many years of hands-on experience in Financial Research, Business Plans, Finance, Business Analysis, Fundraising, Tax Compliance, Budgeting and Forecasting, Financial Consulting Please come over chat and discuss your requirement in a detailed way. Regards, Rajesh Rolen
$500 USD på 7 dage
0,0
0,0

Drawing from my four years of experience as a meticulous Bookkeeper and Accountant, I have substantial skills that can perfectly align with your fundraising project. My knowledge of accounting and financial management tools such as Xero, QuickBooks Online, Microsoft Excel, and more is remarkably relevant and will ensure an effective and detail-oriented financial strategy for your campaign. Understanding the complexity of tax compliance and the significance of transparency while handling financial matters, I can provide complete guidance to keep you compliant with IRS or CRA rules on gifts vs. taxable income. My experience with accounts receivable, bank reconciliations, expense tracking and more have honed my abilities to maintain rigorous records; giving you essential insight into choosing suitable platforms, setting realistic funding goals budgeting accurately. Moreover, being adept at managing money across various industries in different time zones has given me adaptability and the ability to communicate clearly even across distances. I respect the essence of timeliness in business, and therefore, my commitment to delivering your concise written action plan within three business days—backed by our comprehensive preliminary conversation—underscores this dedication to urgency and accuracy. I’m the partner you need for navigating your fundraising campaign in time.
$420 USD på 3 dage
0,0
0,0

As a seasoned financial planner and Chartered Accountant with 15 years of experience, I am confident in my ability to help you map out a successful personal fundraising campaign. My expertise is rooted in providing accurate and efficient bookkeeping solutions tailored to the unique needs of small businesses and entrepreneurs like yourself. Precise financial tracking, budgeting, and compliance are at the core of my skills, ensuring your campaign stays on target and IRS/CRA compliant. By choosing me, you gain access to my deep experience navigating various financial platforms such as QuickBooks Online (QBO), Xero, Wave Accounting and more. Based on your specific requirements, I can recommend the most suitable payment processor that works best for your fundraising goals and minimizes costs. You can expect an action plan that covers all your needs for a successful funding campaign: recommended platforms, projected costs, step-by-step timelines, tax considerations based on your state or province's requirements. I am dedicated to producing high-quality work within agreed-upon timelines and am more than available for any clarifications you need during our week of email follow-up. Let's set up that call to discuss how my skills and high work ethic will ensure your campaign is a resounding success that stays compliant from start to finish!
$399 USD på 7 dage
0,0
0,0

Este proyecto requiere algo más que elegir una plataforma: necesita estructura financiera, cumplimiento fiscal y trazabilidad desde el inicio. Puedo ayudarte a definir la mejor estrategia evaluando plataformas como GoFundMe, GiveSendGo o Kickstarter (según el objetivo), junto con procesadores como Stripe o PayPal, considerando comisiones, tiempos de acreditación y requisitos regulatorios. Desarrollaremos un modelo financiero claro en Excel con meta de recaudación, costos proyectados, posibles implicancias fiscales (IRS / CRA) y estimación neta disponible. También analizaremos si los fondos pueden considerarse donaciones no imponibles o ingresos gravables según el caso, identificando los puntos críticos a documentar. Trabajo con QuickBooks Online y herramientas de seguimiento financiero, por lo que puedo diseñar un sistema simple de registro y reporte para mantener control y claridad desde el primer dólar recaudado. En tres días hábiles recibirás un plan de acción conciso (1–2 páginas) con: • Plataforma recomendada • Costos estimados • Cronograma de lanzamiento • Consideraciones fiscales clave • Sistema básico de control y seguimiento Mi enfoque es práctico, estructurado y orientado a evitar errores costosos. Si buscas claridad y cumplimiento desde el inicio, estaré encantado de ayudarte.
$500 USD på 7 dage
0,0
0,0

As an experienced financial professional, I've helped numerous individuals navigate complex monetary matters and I believe I can bring great value to your personal fundraising campaign. My strong credentials as an ACMA and my track record of high-performance make me well-versed in financial reporting, book-keeping, accounting, VAT, tax reconciliations, and the intricacies of accounts payable. This comprehensive knowledge will not only help us choose the most suitable platform and payment processor for your needs but also ensure you remain compliant with IRS or CRA rules. I deeply understand that this isn't about just any financial plan, but a fundraiser with a unique set of goals. Let's talk through the specifics of your project and design a successful strategy tailor-made to your needs. With me on your team, you can be confident about on-time delivery of concise reports packed with actionable insights and thorough guidance--just what you're looking for in this one-time effort. Being task-focused and resourceful, I aim to achieve the highest levels of efficiency without sacrificing accuracy. Choose me to ensure an expert fundraising know-how partnered with personalized attention to detail for your campaign.
$350 USD på 7 dage
0,0
0,0

Hi,we are risecraft we can help you with that within two day if you are ready you can reach out to us. We are always available whenever you are confoetable
$300 USD på 8 dage
0,0
0,0

Mosul, Iraq
Medlem siden nov. 1, 2024
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