Financial Advisor Projects

Looking for a Financial Advisor/Accountant for a Family Business

I’m reaching out on behalf of my household. We run a family business and are looking to work with a financial professional who can help us grow our wealth more strategically. We are interested in guidance with financial planning, improving our financial structure, and building strong financial habits as business partners and as a household. Ideally, we would like someone who can review our current situation and help us create a clear strategy for long-term financial growth and stability. This may include advice on budgeting, business finances, savings strategies, and overall financial management. We are open to ongoing consultation if the partnership is a good fit. Looking forward to connecting with someone experienced in financial planning and small business finances.

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Financial investment Analyst Power BI & Excel

We are looking for a skilled financial analyst to help analyze complex investment accounts including securities, mutual funds, dividends, purchases, and sales. The candidate must have experience with Power BI dashboards, Excel financial modeling, and IFRS-compliant reporting.

Corporate Presentation, Financial Model : Shipping &Commodities

We are a private holding company with operating assets across commodities, natural resources, and technology. Looking to onboard a high quality freelance / part-time investment associate to support our Shipping, Commodities, and Resources vertical. Work would involve financial modelling, presentations and materials preparation, research, analysis and transaction support. Ongoing , repeat work across multiple assignments. Please see detailed description and criteria attached.

Regular posts on LinkedIn for a UK financial services firm

I’m looking for someone with financial services experience that can help us to develop a LinkedIn presence. Not looking for marketing or lead generation just regular posts so anyone searching for us can see we exist and have a good reputation.

I need a cashbook and petty cashbook

I need an auditor who can audit or check the financial statements

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Business plan, pitch deck and financial model for food startup

We are an early‑stage UK functional food brand and need help to prepare three items for investors: A concise business plan An investor pitch deck A financial model The project is food/FMCG related, so we would strongly prefer someone with experience in the food and drink industry and previous work on investor materials for food brands.

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Rent Reconciliation Assistant (Property Management | Part-Time)

I have a UK-based property management company looking for a reliable and detail-oriented individual to support us with weekly rent reconciliation and light bookkeeping. This is a part-time, ongoing freelance role (approx. 3 hours per week), ideal for someone organised, consistent, and comfortable working with financial records. The core of the role is simple: -You’ll review rental income once per week, identify who has and hasn’t paid, update records clearly, and send an initial reminder where needed. You’ll also assist with basic tracking of outgoing payments. We work primarily with Google Sheets and our property management system COHO, so experience with either (or the ability to learn quickly) is important. We’re looking for someone who is dependable, detail-focused, and able to carry out this task consistently each week on an agreed day. Key details: -Part-time (around 3 hours per week) -Fully remote -£11 per hour -Ongoing work -Weekly task completed on a consistent day If you have experience with bookkeeping, rent tracking, or financial admin and take pride in accuracy and organisation, we’d love to hear from you. To apply, please include: -A short summary of your experience -Any relevant work with rent reconciliation or similar -Your experience with Google Sheets -Whether you’ve used COHO or similar systems

Simple Accountant's Letter for Schengen Visa

I need a quick accountant's letter for a Schengen tourist visa application. I'm self-employed in the UK and do my own Self Assessment. Just need a letter on your letterhead confirming the genuineness of my financial documents (SA302, tax return, bank statements) and that my tax affairs are in order. I have all documents ready to send over immediately. Budget: £80-120 Deadline: Within 24 hours (URGENT) Delivery: Signed PDF + posted original if needed (Withn London I can retrieve it physically too)

PT EA / Legal Coordinator — Birmingham — Remote and in-person

Freelance Executive Assistant / Legal Coordinator — Birmingham — Remote with occasional in-person meetings £25–£39/hour — 5-10 hours/week, flexible I'm based in the US and need a sharp, experienced professional to help coordinate legal and financial matters on behalf of a family member in Birmingham, a young woman who is inexperienced in financial/house management/and legal matters and needs help. This is ongoing, part-time freelance work. What's involved: Liaising with solicitors handling an LPA and will with mother in longterm care near Solihull Coordinating with a US-based immigration attorney Managing a house clearance and preparing a property for rental/sale in Solihull Communicating with banks, insurance companies, and estate agents Light bookkeeping and budgeting support Keeping me informed with regular updates What I'm looking for: Experience as a legal secretary, paralegal, PA to a solicitor, or similar Someone comfortable dealing with professionals independently Organised, discreet, and responsive by email Based in or near Birmingham for occasional in-person tasks Invoices as self-employed This is a small but steady engagement — the right person could see it grow as the estate matters develop.

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Senior UK Family Lawyer Needed

Advice Before Mediation (High Asset Divorce / Property & Business Interests) I am looking for a highly experienced UK family lawyer (preferably 15–20+ years experience, partner level solicitor or barrister) for a paid consultation to help me understand my position before entering financial mediation. This is not a request to formally instruct a solicitor for ongoing litigation at this stage. I am looking for strategic advice to understand my position and prepare for mediation. Background: • Married approx. 8 years • Two children (aged 6 and 2) • MIAM mediation process currently starting • I would ideally like to move toward shared parenting over time Financial situation is more complex than a typical case and includes: • Multiple property investments • Some assets acquired before the marriage • Property refurbishments and development projects • Company interests (trading business in health products sector) • Loans including family loans and commercial project loans • Rental income and mortgages across several properties I would like advice on: Likely financial settlement range in a case like this How courts typically treat non-matrimonial assets (assets acquired before marriage) How business interests are treated in divorce How property portfolios and associated debt are assessed Impact of shared parenting vs primary residence on financial outcomes Strategy for approaching financial mediation Risks I should be aware of before financial disclosure I am looking for: • A UK qualified family solicitor or barrister • Significant experience in financial remedy cases • Experience with property portfolios and business assets • Straightforward, pragmatic advice Format: • Initial consultation via Zoom or phone • Approximately 60–90 minutes • Happy to pay an appropriate professional fee for the right expertise Please include: • Your years of experience • Your current role (partner / solicitor / barrister etc.) • Experience with complex financial remedy cases Location is not important as consultation will be remote. Thank you.

Luxury Travel Assistant Remote

We are a boutique luxury travel company designing bespoke journeys for high-net-worth clients across the US, Europe, and Asia. We are looking for a highly organised, detail-driven Travel Assistant to support our team on a contract basis. Key responsibilities: Researching luxury hotels, villas, and experiences worldwide Assisting with itinerary creation and client proposals Liaising with hotels and suppliers (primarily via email) Supporting bookings, confirmations, and documentation Ensuring absolute accuracy across all client details What we’re looking for: Previous experience in travel, hospitality, or a similar detail-led role Excellent written English (clear, polished, and professional) Strong organisational skills and ability to manage multiple tasks High attention to detail and sense of ownership Discreet, reliable, and proactive Nice to have: Experience working with luxury travel advisors or agencies Familiarity with brands such as Aman, Rosewood, Belmond, Four Seasons Working style: Remote, flexible structure Must be responsive during UK/Europe/USA working hours when required To apply: Please include: A short introduction Relevant experience (travel/hospitality preferred) Your location and availability Example of a hotel or destination you personally recommend (and why) for Spring travel Shortlisted candidates will be invited to complete a test task as part of the selection process. Please do not apply if you do not have previous travel hospitality experience

Remote Property Management Specialist

Seeking an experienced Remote Property Management Specialist to oversee residential and small commercial portfolios. Responsibilities include tenant screening and onboarding, rent collection, lease administration, vendor coordination, routine inspections, maintenance oversight, and financial reporting. Must possess strong communication, problem-solving, and organizational skills, with familiarity in property management software and local landlord-tenant regulations. Proven track record in maximizing occupancy, minimizing delinquencies, and ensuring property upkeep required. Competitive, ongoing engagement.

Starting to use my dormant Ltd company

Hi, I have been trading as a sole trader for a number of years, and I have a dormant limited company that I would now like to begin trading through. I am looking for accountancy support, including: • Preparation of company accounts and corporation tax filings • My personal self assessment tax return (I am the sole director and shareholder) • Monthly PAYE, with a basic salary up to the personal allowance threshold if appropriate, and setting up and running payroll with HMRC • Advice on taking the remainder of my income as dividends My company year end is 30 April. I was planning to start trading on 1 May, although I am due several larger payments in April. Please could you advise whether it might be better to bring the year end forward? I work in Financial Services and all payments in and out are straightforward. There is no VAT. Could you give me a quote for the services above? I am not currently using accounting software. I can work with spreadsheets or with Pandle, which I have already signed up for. Thank you, Andy

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Form production which can be via a microsoft app or similar

We are a construction company based in the UK. I would like to design the following form types under one system/software: Induction form for when first entering a construction site Signing forms for daily contractors to use when they turn up and leave each site, these to record per site and also have a main data base of the records. site audit forms Snagging forms If possible all the above to work off the same application. And have a management level so as key personal can update, then middle management can request data/records, with site staff being able to set up and manage at a local level. I would like a facility that i can add additional forms onto. also i would like to produce dash boards that show Financial KIPs in the office. We record most of these currently onto excel, but i want to have a visual update that can is easy to integrate and update. If possible with live information or by requesting data and updating

Corporate Tax Consultant for VDA & Compliance - Bangalore

I am seeking a Chartered Accountant (CA) or Financial Consultant based in Bangalore to provide advisory services for a corporate transaction. Objectives: Provide a legal opinion on the classification of income for a business entity. Ensure compliance with Section 115BBH and Section 194S of the Income Tax Act. Assist in the preparation of specialized corporate invoices and Form 26AS/AIS reconciliation. Advise on FIU-IND reporting standards and documentation for bank-level transparency. Requirements: Must have experience in Indian Corporate Tax Law. Deep familiarity with digital asset reporting and TDS filings. Ability to provide an audit trail for business transactions. This is an Advisory & Documentation project. Payments will be made via [Platform Name] milestones based on delivered consulting reports and drafted invoices

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AI Monitoring Platform for UK Company Alerts

Project Title: AI Monitoring Platform for UK Company Financial Distress & Insolvency Alerts (SIC-Based) Project Overview: I’m looking for an experienced developer (or small team) to build an AI-powered monitoring platform or intelligent agent that tracks UK companies within pre-defined SIC codes and automatically alerts me when there are signs of financial distress or insolvency. The system should continuously monitor company data, detect risk signals, and provide both real-time alerts and structured reporting. Core Objective: To proactively identify companies within selected industries that are: Experiencing financial decline (e.g. credit score drop) Entering insolvency processes (e.g. notice of intent to appoint administrators) Showing early warning signs of distress Key Functional Requirements: 1. Company Data Collection The platform must: Pull and maintain a live database of UK companies filtered by selected SIC codes Sources should include: Companies House API Commercial data providers such as Creditsafe, Experian, Dun & Bradstreet (or similar via API) 2. Data Monitoring (Automated & Ongoing) The system should periodically (daily or weekly) re-check and update the following: Credit score (via commercial providers) Filing timeliness (overdue accounts, confirmation statements, etc.) Insolvency indicators: Notice of Intent to Appoint Administrators Administration Liquidation CVAs Director changes: Appointments Resignations 3. Financial Data Enrichment (Important) Where available, the platform should also pull and display from latest filed accounts: Turnover / Revenue Balance sheet data (e.g. total assets, liabilities, net assets) This can be sourced from: Companies House filings (accounts data) Or via commercial data providers if more structured/standardised 4. Alert Triggers The platform must generate alerts when: A company’s credit score drops by 5% or more Include the exact percentage drop in the alert Any insolvency-related event is detected, including: Notice of Intent for Administration Administration Liquidation 5. Alert Delivery Alerts should be sent via: Email (minimum requirement) Ideally also: Slack / Microsoft Teams Web dashboard notifications 6. Reporting (Key Requirement) The system must automatically generate and send: Daily report Weekly report Monthly report Each report should be delivered as a spreadsheet (Excel or Google Sheets) and include: Columns to include (minimum): Company Name Company Number SIC Code Date of event/activity Type of event (e.g. credit score drop, insolvency notice, director change) Previous credit score New credit score % change in credit score Filing status (on time / overdue) Insolvency status Director changes (summary) Turnover (latest available) Key balance sheet figures (assets, liabilities, net position) Reports should clearly show date-stamped activity and allow filtering/sorting. 7. Dashboard / Interface (Preferred) A simple dashboard to: View and filter companies by SIC code Track alerts and risk levels View historical changes and trends Export data 8. AI / Intelligence Layer (Optional but Preferred) Identify early warning signals before insolvency Highlight patterns (e.g. repeated late filings + score decline) Rank companies by risk level or likelihood of distress Technical Requirements: Experience integrating APIs (Companies House + credit agencies) Ability to build automated data polling (scheduled jobs) Cloud-based database and infrastructure Alerting and reporting automation Scalable architecture Data Sources (Must Be Used): Companies House API (free, primary source) Commercial credit data providers such as: Creditsafe Experian Business Dun & Bradstreet Please advise on: Best provider(s) to use API access requirements Ongoing data/licensing costs Deliverables: Fully functioning monitoring and alert system Automated reporting (daily, weekly, monthly) Spreadsheet output format Documentation and user guidance Ability to adjust SIC codes and thresholds Optional ongoing support Nice to Have: CRM integration (e.g. Zoho) Webhooks for automation Customisable reporting Data visualisation Budget & Timeline: Open to proposals – please include: Estimated cost Timeline Recommended tech stack Relevant experience / similar projects

Accounting Quickbooks

Seeking an experienced QuickBooks and Shopify accountant to perform monthly data reconciliation, bank consolidation, and Shopify order entry. Responsibilities include matching expenses and bank transactions, managing invoicing in QuickBooks, and configuring integrations to reconcile deposits and sales. Candidate must ensure accurate, timely records, resolve discrepancies, maintain clean ledgers, and optimize workflows between Shopify and QuickBooks for seamless financial reporting. Regular monthly deliverables and attention to detail are essential.

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Operations & Execution Manager Audit

Description: We are looking for an experienced Operations Manager or Business Execution Consultant to review our organization and ensure all departments are properly structured and running efficiently. Your role will be to oversee systems, sales processes, hiring structure, and execution of the master plan to ensure everything is organized and progressing correctly. Responsibilities: 1. Department Structure Review all departments and ensure they are correctly structured Confirm that each team member has clear responsibilities Identify areas where the team may be overstaffed or understaffed 2. Systems & Operations Review the internal systems used across departments Ensure all operational processes are organized and up to date Recommend improvements or automation where needed 3. Outreach & Lead Generation Ensure outreach systems are in place and functioning properly Review lead generation processes and outreach strategies Confirm leads are being tracked and managed correctly 4. Sales & Closing Review the sales pipeline and closing process Ensure leads are followed up and converted properly Confirm sales tracking systems are accurate 5. Master Plan Execution Monitor progress against the company’s master plan Ensure tasks, milestones, and deadlines are followed Identify risks or gaps in execution and provide solutions Deliverables Full operations review Clear recommendations for improving structure and systems Ongoing monitoring to ensure execution and accountability Ideal Candidate COO-level advisor, operations consultant, or startup execution specialist Strong experience in business systems, sales processes, and team management Able to identify operational gaps and implement solutions Project Type: Freelance with potential long-term advisory role.

Secure Temporary Storage for Personal Items (US Applicants Only)

I need a trustworthy and responsible person to keep a small number of my personal belongings safe while I travel abroad unexpectedly for a family matter. This is a simple, low-effort temporary role that mainly involves secure storage and brief daily checking of one device. Responsibilities: - Safely store personal items in a secure place. - Turn on the laptop once per day to confirm it powers on. - Do not access personal accounts, files, or passwords. - Notify me of any physical, technical, or security concerns. Requirements: - Strong sense of responsibility and honesty - Ability to follow clear written instructions - Respect for privacy and personal property - Reliable communication during the storage period Compensation: - Fixed payment agreed in advance based on duration - Flexible arrangement as long as daily checks are completed - This role is extremely easy and only involves basic safekeeping and a quick daily check. - No technical skills, financial activity, or complicated work is involved.

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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!