Banks It Projects
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Advice on setting up Xero from scratch, bank feeds, GoCardless
I am looking for some advice on setting up new Xero, and would like some suggestions on how to do it in easiest/quickest way. If this is something you could help with, please let me know your price and availability
23 days ago25 proposalsRemoteUK-Based Company Representative Needed
We sell on the amazon marketplace through our company in the United Kingdom. The Amazon marketplace has made some rule changes and started to impose additional tax liability by deciding that companies that do not have a director or employee in the UK are not resident. We are looking for a director or an employee in our company to pass the verification requested by Amazon. We expect the candidate we are looking for to provide the following documents. Required Documents: 1. Identity Verification (one of the following): • National Identity Card • Passport • Driving Licence 2. Address Verification (one of the following): • Council Tax Bill • Utility Bill 3. Bank Account Information Verification: • Local Bank Account Statement https://find-and-update.company-information.service.gov.uk/company/15335204 https://www.amazon.co.uk/sp?ie=UTF8&seller=A1OQ71R7Z4K8FU
15 days ago6 proposalsRemoteReconciliations for Quickbooks VAT returns
Looking for some support from a qualified accountant and knowledgeable about Quickbooks, to make sure all bank transactions are captured on Quickbooks and the digital VAT return calculations. Especially stuck with foreign currency payments not agreed by Quickbooks, or some transactions not able to match with the relevant receipts/ invoices in Dext Prepare. If the collaboration is successful, the support might be requested on an ongoing basis.
25 days ago35 proposalsRemoteSeeking Freelance Bookkeeper for Odoo-Based Company
We are a company and we are currently seeking a freelance bookkeeper to assist with our company's bookkeeping needs using the Odoo platform. Responsibilities: - Manage financial transactions, including accounts payable and receivable, invoicing, and bank reconciliations. - Maintain accurate and up-to-date financial records using the Odoo platform. Requirements: - Proven experience as a bookkeeper or similar role, with proficiency in using the Odoo platform. - Strong understanding of accounting principles and practices. - Excellent attention to detail and accuracy. - Ability to work independently and meet deadlines in a remote work environment. - Good communication skills and the ability to collaborate effectively with team members and stakeholders. Benefits: - Flexible hours: This is a part-time role requiring a few hours per month, with the opportunity for additional hours as needed. - Remote work: Work from the comfort of your own home or preferred location.
18 days ago31 proposalsRemoteI need simple TAM TOM SOM market research figures
I need research into a market size for a digital bank I need to get the figures for TAM, SAM, SOM. All in USD. The product is closest to Revolut and provides multi-currency accounts, debit cards and virtual cards, FX, etc but on the top of that Crypto wallet integrated so you can pay with the same Visa card with crypto if you wish, digital assets accounts, digital assets savings accounts using innovative AI technology and of course, crypto trading, etc. Please take Revolut as an example and make standard assumptions: TAM represents revenue opportunity at 100% market share worldwide as of no competition exists. TAM in Tech is a Total Addressable Market. SAM represents the portion of the TAM that can be served by a company’s products and services. with our innovations we are ahead of Revolut. SOM represents the portion of the SAM that can be realistically served. Please make it a global market An example as the figures I need (But for something else) are shown in the attachment (I dont need a diagram) Please do ask any questions that you may have the budget is my placeholder only: Please detail your best price for this research Needed straightaway ASAP within a day please
22 days ago16 proposalsRemoteopportunity
Structural Engineer needed for workshop project
I'm looking for a structural engineer (certified with PI insurance) who can complete calculations for 3 retaining walls & a foundation which will make up a garden workshop. The images attached to the listing show the space, and existing masonry. I can share sketches I have made with provisional details of the foundations, retaining / decking supporting walls and outline dimensions in respect of our proposed garden workshop / shed. At this stage my concern is whether the proposed foundations for the retaining walls and workshop (all to be constructed using concrete blocks) are suitable from a structural point of view. I'm looking for the following outputs which I can subsequently send to my local council for them to review in order to approve the works; - Design the specification for the 3 retaining walls, and concrete slab which the workshop will sit on (also considering the loading of decking over the top) - Produce structural calcs to prove the stated design will be adequate & safe. - Produce drawings to clearly communicate the construction. Some further thoughts: The top of the existing rear retaining wall is 2250mm above its foundation but could need to be raised slightly to accommodate the required drainage fall on the workshop roof. Although the tallest of the earth banks needing to be ‘retained’ is 1900mm, the proposed new side retaining walls would need to be a little higher than this to act as supports for the possibility of a deck to be constructed over the workshop. I believe that the construction of a garden workshop measuring 5m long by 3m wide and being less than 2.5m high would be allowed under ‘permitted development’ and so not be subject to either planning or building control regulations. However, we are unsure whether these or other regulations may apply in respect of the proposed retaining walls which would also possibly be used to support a deck to be constructed over the workshop. I think it would be best if we simply leave the existing rear retaining wall in place (ie without disturbing it since it has been in place since the late 1980’s) and construct a new rear retaining wall immediately in front of it. That way the existing rear retaining wall would become part of the ‘retained ground’ immediately behind a new rear retaining wall. A suitable gap between the old and new rear retaining walls could then enable appropriate drainage to be incorporated into the design & construction of the new retaining wall before being back-filled. In respect of the possible future loading which would be imposed on the two side retaining walls by the installation of decking, I think that since these loads would essentially be purely composed of the dead weight of the decking structure they would in fact be beneficially adding to the overall weight of the side retaining walls. This is on the assumption that the side retaining walls are designed as being simple gravity retaining walls. In summary, I think I need to construct two new side retaining walls (such that they could also support a decking structure spanning across them) and a new rear retaining wall in front of the existing one. Actually, as can be seen from the drawing and photo of the south retaining wall, this structure would not really be retaining much ground behind it at all in comparison to the north retaining wall and so could essentially perhaps be designed as a supporting wall to carry the load from the decking structure. Lastly: Please could you provide proof of your certification/qualification, and current valid PI insurance with your proposal.
9 days ago13 proposalsRemoteI need a digital and social media sales growth expert
Digital Marketing Brief for Anna Sudbina Studio Client Overview: Anna Sudbina Studio is the creative hub of award-winning contemporary painter Anna Sudbina. Combining elements of process-led abstract and figurative art, Sudbina's work explores the relationship between reality and perception, physical space and memory. With pieces held in prestigious private collections worldwide, Sudbina's art has garnered attention from renowned publications and institutions. Objective: Develop a comprehensive digital marketing plan to drive traffic to Anna Sudbina's website, increase sales, and achieve the following objectives: Feature in a minimum of two solo shows per year with established contemporary art galleries. Explore showcasing artwork in alternative settings such as public spaces, private investment banks, or financial institutions. Collaborate with luxury brands on specific projects. The campaign aims to target established and new art collectors globally, specifically those interested in abstract contemporary artwork, luxury lifestyle, and culture. Key Considerations: Anna Sudbina will oversee all creative content. We are seeking someone with a deep understanding of social media algorithms to maximize bottom-line sales. Develop the capability for sales to be made directly from social media platforms. We require assistance from someone who can fully manage social media marketing, not just develop content. Weekly Digital Marketing Plan: Content Strategy: Anna Sudbina will oversee the creation of engaging content featuring her artwork, studio process, and insights into her artistic vision. Develop teaser posts leading up to art fairs Sudbina will attend, generating excitement and anticipation. Platform Utilization: Allocate AdWords spend across Instagram, Facebook, and other suitable platforms to target art collectors globally. Utilize Instagram Stories and Reels to showcase Sudbina's artwork dynamically and interactively. Targeted Advertising: Utilize demographic and interest-based targeting to reach potential art collectors who align with Sudbina's style and aesthetic. Implement strategies to maximize sales directly from social media platforms, optimizing for conversions. Campaign Optimization: Monitor and understand social media algorithms to optimize content visibility and engagement. A/B test ad creatives, copy, and targeting parameters to identify the most effective strategies for driving sales. Optimize ad spend allocation based on the performance of different platforms and audience segments. Art Fair Promotion: Create dedicated campaigns to promote Sudbina's participation in specific art fairs, targeting attendees and art enthusiasts in those locations. Utilize geo-targeting to reach individuals attending or interested in art fairs globally. Measurement and Evaluation: Track website traffic, engagement metrics, and sales conversions attributed to digital marketing efforts. Assess the impact of marketing campaigns on brand visibility, customer acquisition, and revenue generation. Regularly review and adjust strategies based on performance insights to optimize campaign effectiveness. Conclusion: By implementing a comprehensive digital marketing plan focused on understanding social media algorithms, targeted advertising, and campaign optimization, we aim to elevate Anna Sudbina's online presence, drive qualified traffic to her website, and ultimately increase sales of her artwork. Through continuous monitoring and refinement, we will adapt our strategies to ensure maximum impact and return on investment. Additionally, we will work towards achieving Sudbina's objectives of featuring in solo shows, exploring alternative exhibition settings, and collaborating with luxury brands to further enhance her presence in the art world and luxury market segments. https://annasudbinastudio.com Link to recent works https://annasudbinastudio.com/pages/abstract-portraits-catalogue
24 days ago21 proposalsRemote
Past "Banks-it" Projects
Bank Statement Conversion into Excel
I'm looking for a professional freelancer to convert a 300-line PDF bank statement into an Excel report for reporting purposes. The specific bank statement details that need to be included are Date and Description as well as Debit and Credit amounts. Key Requirements: - Extract date and description details from the bank statement - Extract Debit and Credit amounts from the bank statement - Must have a clear understanding of date formatting in Excel Ideal Skills/Experience: - Must have extensive experience in data entry and Excel - Should have a good understanding of banking terms - Attention to detail is critical - Previous experience in bank statement conversion will be advantageous.
Trading place confirmation
I need an accountant to issue letter confirming my trading place/ address as required in a bank account opening process. Accountant should be registered with an accounting body or regulatory organization.
Open bank account
We are looking for a freelancer to assist us in opening a bank account in Singapore , Philippine . The ideal candidate should have experience in the financial industry and a thorough understanding of the banking regulations in Singapore. The specific tasks that we require assistance with include: 1. Conducting market research to identify the best bank accounts for our business needs. 2. Providing guidance on the required documentation and procedures for opening a bank account. 3. Assisting us in completing the application forms and submitting them to the bank. 4. Liaising with the bank's representatives to resolve any issues or questions that may arise during the account opening process. 5. Providing ongoing support and assistance as needed. We are open to considering candidates from any part of the world, but it is preferred if they have experience working with banks in Singapore. The project is expected to take approximately 10-15 days to complete, and we are willing to pay a competitive rate for the right candidate. If you are interested in this project, please submit your proposal, including your relevant experience and qualifications, to [insert contact information]. We will review your proposal and respond to you promptly.
pre-funded
Company accounts
I require my company accounts to be filed with HMRC. Everything is in Xero, credit cards, bank statements, and allocations to chart of accounts (to the best of my ability!) I would just like an accountant to look over it all and make sure it is correct and sign it off.
Add shopping cart to website
We are looking for a Wordpress expert to add shopping chart features to our website and integrate to our Point of sales system (squareup) or bank
Accountancy Certificate
Requirement for qualifies accountant to provide accountancy letter for bank to confirm registered address.
PDF Statements uploaded to Quickbooks
I am looking to upload 12 bank statements into my quickbooks account The statements are in PDF format from HSBC but need to be in CSV file to upload. The files need to be converted to CSV and uploaded. Thanks The CSV file needs to have 3 columns ( Date, Description, and Amount)
Bookkeeping for membership association
Scope of Work for Virtual Accounts Assistant Initial Effort (One-Time) 1. Identification of Suitable Online Accounting Software • Review the client's requirements and evaluate 3 top accounting software alternatives that would best fit the needs of the membership association. • Provide a detailed comparison of the features, pricing, and suitability of each recommended software option. 2. Setting up Chart of Accounts • Establish a comprehensive chart of accounts tailored to the membership association's financial structure and reporting requirements. • Ensure the chart of accounts aligns with industry best practices and facilitates accurate financial reporting 3. Uploading Historical Bank Transactions • Obtain the last 3 years of bank transaction data (PDF/CSV files) from the client • Upload the historical bank transactions into the selected accounting software • Ensure the accurate and complete transfer of all financial data 4. Allocation of Member Payments & Expense items • Identify and allocate all member payments to the individual member accounts within the accounting system, as much as possible using auto-allocation rules • Reconcile the allocated member payments with the bank statements to ensure accuracy • Allocate expense items to expense accounts 5. Reconciliation with Bank Statements • Reconcile the accounting records with the bank statements to identify any discrepancies or errors • Effect corrective actions of errors including via journals 6. Identification of Errors and Mistakes in Historical Financial Reports • Review the historical financial reports and identify any errors or mistakes that may have occurred • Provide a comprehensive report detailing the identified issues and recommendations for correcting them 7. Recommending Controls Improvements • Analyze the current financial controls and processes within the membership association. • Provide recommendations for improving the financial controls and processes to enhance the accuracy and reliability of the financial records Quarterly Effort • Allocate member payments received through the bank feed to the individual member accounts within the accounting system • Reconcile the allocated member payments with the bank statements to ensure accuracy • Prepare and generate the quarterly financial statements, including the balance sheet, income statement, and cash flow statement • Provide the client with the quarterly accounts and any necessary explanations or insights Pricing Send a fixed fee pricing that assumes 400 total members, with 200 active members The commencement of the services is scheduled for May 2024
I need 10 PDF’s slightly altered (Address changed)
I need my address changed on 10 PDF bank statements, I only need the address changed nothing else needs to be altered!!! I’m told it will only take a professional a few minutes to do each one, so potentially a quick job for someone
opportunity
Service Terms and Conditions for an upcoming e-service app
England and Wales Qualified Solicitor required to to draft service terms and conditions. I'm requesting draft service terms and conditions for an upcoming e-money service app. I'm currently onboarding with Plaid, a financial service company that will provide solutions for Open Banking (bank–to–bank transfer) and Identity Verification (IDV). The service terms and conditions are required for onboarding with Plaid, as we aim to partner with a few more companies before going live; these terms and conditions will require further amendments to ensure they are fully compliant and aligned with our end product/service. I will provide more details and resources to help draft the T&Cs.
opportunity
WordPress Custom PHP Plugin for Stripe Connect APIs
We are a WordPress Web Agency who are looking to partner with an individual, or an agency who can first build this plugin for us, which will enable us to take advantage of Stripe Connect Revenue Sharing API (https://docs.stripe.com/connect) and also carry extra work for mixed web services on monthly basis! After completing this plugin development, we should be able install and activate it on our each WordPress eCommerce stores, and once anytning sold through the ecommerce store, we should also get small fee on top of Stripe's fee ( i.e Stripe processing fee 1.5% and we ad 1% on top of that, our client receive their money in their bank with deducted total fee 2.5% ) 1. Ad a fixed or % fee on top of stripe processing fee 2. send reoccurring payment for subscription please note that all the documentation and PHP codes are available on stripe and all we need is someone who is experienced and confident with stripe integration to develop this plugin for us, also onboarding for all customers happens on Stripe and we do not need this function on the plugin. it is vital for the plugin to integrate with Woocomerce and most popular payment gateways. There are some ready made plugin on the market for the Revenue Sharing model and connect services, which can be discussed on a call. This is quite urgent as we have been let down by an agency from here on PPH, who did not comprehend what we wanted due to lack of knowledge and fake reviews on their profile, making themselves look pro!
I need a PDF slightly altered
I need my address changed on a PDF bank statement. I DO NOT NEED ANY TRANSACTIONS ALTERED! I know it will take a competent person just a few mins to complete.
Bank reconciliation between the bank and account holder
I need to develop bussines people with ultimate knowledge concerning bank accounts and also to be able to rectify errors occured during various business transaction