Financial Analyst Projects

opportunity

UK Accountant needed for one-off review of Ltd company

Hi, I’m looking for a UK-based qualified accountant (ACCA/ACA preferred) to carry out a one-off review of my Ltd company accounts. My previous accountant mainly handled year-end accounts and PAYE, so I currently don’t have a clear understanding of my overall financial position. Important context: This may require reviewing multiple years of accounts (potentially going back to around 2017), as I have had limited visibility over my finances over time. I am looking for a full reconstruction of my position across those years to clearly understand how my company finances have evolved. I need help to review and clarify: -Director’s Loan Account (if applicable) -Salary vs dividends across previous years -Retained profits -How withdrawals have been treated over time -How the current company balance has been built -Current company cash position and what can be safely withdrawn The goal is to fully understand: -What funds in the company belong to me -What may be subject to tax -What (if anything) can be withdrawn without additional tax -How to structure things correctly going forward What I’m looking for: -UK-based accountant with experience in small Ltd companies -Strong understanding of director’s loan, PAYE, dividends and corporation tax -Experience reviewing multi-year accounts / clean-up work -Ability to explain things clearly (non-technical language) -This is a one-off project, not ongoing bookkeeping (for now) Please include: -Your experience with similar cases -What information you would need from me -Estimated timeline and cost Budget: Open to proposals Thank you!

opportunity

Joomla/PHP Expert for PHP + backend upgrade

We run a website for a boutique financial services firm. The site is built on Joomla and the current design works well for us, so no redesign or front-end changes are required. The website is hosted with one.com. However, the backend is overdue for maintenance and upgrades. The site is currently running: • Joomla 3.10.11 • PHP 8.0 • MariaDB 10.6.23 We need a Joomla/PHP expert to safely update the site so it runs on the latest stable Joomla version and a current supported PHP version. Scope of work: • Create a separate staging environment for the website. • Upgrade to the latest stable version. • Update all plugins/extensions and ensure compatibility. • Upgrade PHP to the latest stable version supported by Joomla. • Fully test the site on staging to ensure nothing breaks. • Deploy updates to the live site. Important: • The current design and layout must remain unchanged. • Should have strong Joomla and PHP experience. Please include: • Examples of previous Joomla upgrade work. • Estimated timeframe (we're aiming for completion within the next 2 weeks).

opportunity

Licence to Occupy Agreement - for Multi Let Building

Guidance require on how to amend and add clauses to a Licence to Occupy Agreement without it being in danger of being interpreted as a "Lease." 1) We own a small mini mall that has been split into smaller units and let via licences to occupy. 2) The mall was to be split at the valuation office so that each licensee is responsible for their own business rates. 3) The valuation office however has rejected our application on the basis that the existing licence says that "the licensor retains control, possession and management of the property." As such they are now rating the building for business rates as 1 single property putting us at a financial disadvantage. 4) We have obtained a new licence agreement template with the correct wording that we have been told is "VOA compliant" for the purposes of splitting the building for business rates purposes. The template is attached. 5) We need assistance on amending the licence to add some bespoke terms but need to be careful that by doing so the agreement is not in danger of being interpreted as a "lease." Hence we require some legal guidance and assistance. In total there are approximately 10 bespoke points that we wish to add to the agreement. 6) We also need guidance on how to enforce the terms of the new licence agreement. e.g. will licences need to be signed again by licensees or can we enforce the new terms by default? This task needs to be completed by 5pm on Friday 20th March at the latest. The sample agreement is attached to this job posting. We would prefer fully insured solicitors to apply for this job, but will also entertain applications from other professionals who do not have legal insurance, so long as this is reflected in the price.

opportunity

Elite List Building

Senior Market Researcher Needed: Elite List Building (Deep Verification & Psychographic Profiling Required) We are looking for a meticulous Senior Market Researcher to build a high-value "Market Entry Dossier" of key decision-makers. ⚠️ READ BEFORE APPLYING: This is not a bulk scraping job. If you rely solely on automated tools like Apollo/ZoomInfo without manual verification, do not apply. We require 100% human verification and analysis for every single entry. The Scope: You will be building a targeted list of decision-makers, but your value lies in the quality of the data, not the quantity. Mandatory Requirements: "Active Role" Check: You must verify the contact is currently in the role via LinkedIn activity (posts/comments in the last 90 days). Old data is rejected. Strict Email Validation: No "catch-all" or "risky" emails. You must use SMTP verification tools (NeverBounce/ZeroBounce) for every contact. Psychographic Profiling: You must analyze the prospect’s recent LinkedIn activity to categorize their personality type (Driver, Influencer, Stabilizer, Analyst) and write a specific note on how to approach them. The "First 5" Protocol: You will be required to submit the first 5 rows for approval before continuing. If these do not meet the SOP, the contract will be cancelled immediately. Deliverables: Clean CSV format (No merged cells/formatting). Columns must include: Verified Email, LinkedIn URL, Activity Status, and Personality Insight Note. To Apply: Please start your proposal with the word "DOSSIER" so I know you read the requirements. Tell me which SMTP verification tool you use and one example of how you determine a prospect's personality type from their profile.

opportunity

Accountant for 18-Month Accounts & CT Tax Filing (Micro-Entity)

Job Description: I am looking for a qualified UK accountant to prepare and file my company's annual accounts and Corporation Tax returns. My business is a UK-based services company, and I use Xero for bookkeeping (all books are up to date). My Situation: Business type: UK services company (micro-entity) Accounting software: Xero (bookkeeping already processed) Period of account: 18 months (due to a recent year-end change) Requires: Two Corporation Tax accounting periods (first 12 months, second 6 months) Profit summary: Profitable in first period, small loss in second period Requirements: Preparation of annual accounts for Companies House Preparation and filing of two CT600 returns with HMRC Claim loss relief to carry back the second period loss against the first period profit What I Need From You: Your fixed fee for this work Confirmation that you hold a current practising certificate with a recognised UK accountancy body (e.g., ACCA, ICAEW, IFA, CIMA, AAT) Confirmation that the loss relief claim is included in your service Any relevant experience with 18-month accounting periods or micro-entity accounts Next Steps: Please message me with your quote and confirm the above. I am happy to share full financial details once we agree on scope and fee. Thank you.

Data scraping for influencers (automation)

Hello I’m looking for data for a specific set of influencers Specifically for influencers with 75K+ followers on Instagram or 50k subs on YouTube With an audience over 40 The influencer will be speaking on topics like financial planning, many wellbeing categories. Pls tell me how you would do this and how much you’ll charge for the data Also can we verify the engagement rate? Say per 1,000 emails and verify the emails? A Python script using the YouTube Data API v3 (free, official) and Phantombuster (Instagram) to automatically search, filter, and export influencer data to a Google Sheet or CSV. YouTube (API — Free & Clean) Use: YouTube Data API v3 Script logic: 1. Loop through keyword list 2. Search type=channel for each keyword 3. Pull channel details: name, URL, subscriber count, description, email (regex parse from description) 4. Filter: subscribers between 50,000 and 500,000 5. Export all results to CSV Keywords to loop: retirement planning lifestyle retirement vlog over 60 grandparenting tips grandma empty nest life over 50 pickleball over 50 senior fitness over 60 menopause health women over 50 midlife women wellness caregiver aging parents RV retirement full time gardening over 50 vegetable men's health over 50 medicare senior health Christian women over 50 faith retirement lifestyle active aging senior Output columns: Channel Name | URL | Subscribers | Email | Description snippet | Keyword searched Instagram (Phantombuster) Use: Phantombuster Instagram Hashtag Scraper + Profile Scraper (client will provide API key and session cookie) Script/phantom logic: 1. Run Instagram Hashtag Post Scraper on each hashtag below 2. Pull 500 posts per hashtag → extract unique profile URLs 3. Feed profile URLs into Instagram Profile Scraper 4. Extract: username, follower count, bio text, email from bio, website URL 5. Filter: followers 50,000–500,000 6. Export to CSV Hashtags to scrape: #retirementplanning #retirementlife #retireearly #grandparents #grandmalife #nanalife #grandpalife #emptynesters #lifeafterkids #over50life #pickleballlife #activeaging #seniorfitness #womenover50 #menopause #midlifewomen #caregiverlife #agingparents #seniorcare #rvlife #fulltimerv #retirementtravel #vegetablegarden #gardeningover50 #growyourown #menshealth #healthyaging #over50fitness #medicare #seniorliving #agingwell #christianwomen #faithoverfear #christianliving Output Format Single CSV, one row per creator: Platform | Handle/Channel | URL | Followers | Email | Bio/Description | Category | Source Keyword Filtering Rules (build into script) ∙ Followers: 50,000–500,000 only ∙ Skip accounts with 0 posts or last post over 60 days ∙ Skip accounts where bio contains: “under 18”, “teen”, “student”, “college” ∙ Flag rows with no email (for Apollo enrichment pass) ∙ Deduplicate on URL before export Deliverable

Practice Coordinator / Operations Manager (Virtual – Part Time)

Integrated Treatment Services is a UK Speech and Language Therapy service working with schools, therapists and families across the country. We are seeking a highly organised Operations Manager / Practice Coordinator to support the operational running of the business. UK based applicants only This role focuses on coordinating services, managing operational processes and supporting therapists and schools to ensure services run smoothly. The Operations Manager will work closely with the Director and will be supported by an Administrative Systems Assistant who helps run routine monitoring and checklist tasks. The role therefore focuses on coordination, organisation and process management, rather than completing all administrative tasks personally. A structured handover will take place with the current post holder to ensure a smooth transition into the role. The Operations Manager may also conduct initial screening interviews with therapist applicants to explain the role and operational processes before candidates progress to interviews with schools or therapists. These interviews are not clinical interviews. ⸻ Hours Approximately 7–10 hours per week Estimated monthly workload: 30–40 hours Daily availability during weekdays is required. Hours are not expected to be worked in one block but spread across the week depending on operational needs. Time worked will be tallied flexibly based on business requirements. Workload may vary depending on school term activity. ⸻ Key Responsibilities School & Client Enquiries • respond to enquiries from schools and organisations • gather information about service needs • coordinate follow-up communication • maintain enquiry tracking systems Therapist Coordination • maintain therapist availability lists • coordinate therapist placements with schools • schedule meetings between therapists and settings • maintain therapist contact records Recruitment Coordination • manage therapist applications • schedule interviews with applicants • provide applicants with an overview of the role and operational expectations • maintain recruitment tracking systems • coordinate next recruitment stages with schools or therapists Training & Course Coordination • coordinate training events and courses • book and coordinate trainers • liaise with trainers regarding logistics and requirements • manage attendee communications • support post-course administration Operational Systems Oversight • ensure operational trackers and systems remain up to date • monitor workflows and flag issues where processes are not followed • work with the Systems Assistant to ensure key processes are completed Finance Administration • coordinate therapist hours tracking • assist with invoice preparation • maintain financial spreadsheets • support invoicing using Xero accounting software Operational Organisation • organise shared folders within Google Workspace • maintain operational spreadsheets and trackers • support the Director with administrative coordination ⸻ Systems We Use Must have experience with: • Google Workspace (Drive, Docs, Sheets) • Gmail • spreadsheets and operational trackers • Zoom • Eventbrite • Xero • basic CRM systems ⸻ AI Tools Familiarity with AI tools such as ChatGPT is beneficial. The Director regularly develops ideas and draft documents using AI tools and the Operations Manager may assist with refining or organising these workflows. ⸻ Ideal Candidate We are looking for someone who: • is confident, organised and personable with clients • enjoys coordinating processes and systems • works efficiently and independently • is comfortable managing multiple workflows • has experience supporting small businesses or professional services Experience working with education, healthcare or therapy services is very helpful but not essential. Expected hourly rate: £20–£30 per hour (depending on experience) ⸻ Professional Requirements Applicants must: • operate as a freelancer / independent contractor • hold professional indemnity insurance (or be willing to obtain it) • sign a confidentiality and GDPR agreement • be comfortable handling confidential information ⸻ Safeguarding As we work with schools and children, applicants must: • be willing to obtain a Basic DBS check if not already held • follow strict confidentiality and data protection procedures ⸻ Application Please include: • a brief overview of your experience in operations or VA roles • examples of operational or coordination work you have undertaken • your hourly rate • your weekly availability