Banks It Projects
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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.
20 days ago102 proposalsRemoteAdvice 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
12 days ago21 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
4 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.
15 days ago36 proposalsRemoteBookkeeping 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
24 days ago30 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.
7 days ago26 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
11 days ago16 proposalsRemoteMortgage admin assistant
I am an experienced Mortgage Advisor based in the UK and I require an assistant to support my business for the foreseeable future. The role will require the individual to work approximately 3-5 hours per week to start with. The main tasks will include:- - Writing/ formatting letters to clients. - Updating client database. - Drafting email replies for the advisor - Summarising monthly expenses. - Contacting various banks and lenders for mortgage case updates. The ideal candidate should have an excellent grasp of general administrative tasks, and some experience in financial services/ mortgages would be beneficial but optional. Happy to give training if necessary. Ideally base in the UK Rate per hour: £10-20, dependent on individual skill and long-term commitment.
24 days ago42 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
13 days ago20 proposalsRemote
Past "Banks-it" Projects
I need people to sign up for SoFi using referral code
Hi there! I am looking to recruit individuals who can sign up for a SoFi banking account using my referral code. Your reward for this task is $50; broken down as a $25 bonus from SoFi's new account incentive and $25 from myself. Here are the details of the project: - Task: Sign up for a SoFi bank account using my referral code (found in the attached guide) - verification: After completing the sign-up, please confirm by sending a screenshot. (Details on this will be provided upon project commencement). - Geographic limitation: Please note that sign-ups must be from the United States only. Ideal candidates would be: - Trustworthy: The successful completion of this task requires providing accurate screenshots as evidence of account creation. - Efficient: I'm looking for individuals who can carry out the task promptly. - Residing in the United States: To align with the geographical requirements, you must be located in the United States.
Payroll Services
***PLEASE ONLY REPLY WITH A FEE PROPOSAL FACTORING IN THE BELOW NUMBERS - DISCUSSIONS WILL BE ARRANGED ONLY WITH THOSE WHO SUBMIT A PRICE FOR THE FOLLOWING:*** I require payroll services for 4 individual limited companies, 80 employees with another 20-40 to add over 2 years. Numbers per ltd company: 35 - Company 1 16 - Company 2 15 - Company 3 15 - Company 4 We need portal access to payroll, p60s, p45s. RTI submissions, Pensions via Nest Management access to all data Payment files for bank uploads Fixed price guarantee for two years Payroll will be run monthly 5 days before end of month approx.
Creating a Spreadsheet Calendar for 2025
Please create a spreadsheet calendar for 2025. I can give the template and need to accurately mark weekends and UK bank holidays.
Micro Accounts submission
I require assistance in preparing the end-of-year financial submissions for my small business, which qualifies as a micro entity under relevant accounting standards (turnover of £4,000 per year). I have obtained the requisite bank statements for the fiscal year and CSV export of the data that I have converted to excel need a skilled accountant to compile the necessary returns and filings. In addition, as the sole proprietor receiving payments from the company, a self-assessment of personal income tax liability will be needed. The selected candidate should possess working knowledge of relevant taxation guidelines as pertains to an individual deriving income from a micro business.
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Marketing Strategy Owbership & Monthly Deployment
Hi, I'm looking for someone to help shape a brand marketing strategy for a Fintech bank. We need someone to take ownership of the overall marketing strategy, on Linkedin especially. Working with the SEO and content team to creatively build out a monthly voice on Linkedin, and keep the channel engagement running smoothly month-in-month-out.
Need a financial merger model for HDFC-HDFC Bank Merger.
Need an expert in financial modelling who can provide a complete meregr model on HDFC-HDFC Bank Merger. (Deadline-1 Week) Requirements: 1) Normalized Comparison 2) Merger Plan-AVP 3) Financing Plan-AVP 4) Pro-forma Financials 5) Accretion/Dilution Metrics
Fintech App New Modern Corporate Logo
We are a UK start-up who are soon to launch a Fintech app called Committee. Please review the live website to see the current logo: https://committee-app.com/ Also, navigate to the "About Us" page on the website to get an understanding of the brand mission which may help you style the logo more befitting of the brand. Requirements: Instead of just the text "Committee", we need a combination mark logo (both the text and an icon/symbol next to it). We want a sharp corporate logo. The symbol/icon used in the logo should embody/represent the keywords of the Committee app: community, circle, rotations, sharing. The new logo should be corporate looking on similar style to: Barclays Bank, Monzo Bank, Atom Bank, Natwest Bank, Starling Bank.
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Reconciling accounts help - Quickbooks
I'm trying to clear my accounts up at the moment. They haven't been officially reconciled since 31st December 2021... although I am sure the figures were in balance on 31st December 2022, and I have checked 2023 up til 30th September so far and the transactions all align with my bank statements as far as I can tell. I need someone to help me figure out the discrepancies. Quickbooks says the beginning balance is wrong and some things have been changed since reconciliation.
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Website for a public user
Hi every one! I need the professional help of talted people. I need the programming of a website for services on auction base. To enable you understand my order you kindly may visite this website: https://www.traduguide.com/index-secure.asp This website offer transaltion jobs. It earns its money through subscribers who are registered and therefore have the first acccess to jobs. They pay for that about 60e per Month. I need the same system with the difference: the traslator whose offer wins pay a commission on the offer. A is a translator , B is the client. A has won the offer under 10 other transaltors. He pays for the website a commmission. A) & B) ar eregisted on teh website for FREE. That means: I need 1) a data bank for the providers of the services who will be all certified and giv up scans of their certificates and have a profile (CV) with a short video introducing theirself 2) All contact details are hidden. 3) Data bank for clients, all contact details are hidden. 4) an auction system for example: bevor the provider tales the offer and the details of the client he must pay the commission. for example: Order is 20€ = Commission ist 0,8% etc. 5) Dialog platform on teh website. All communication processing between providers and clients are on teh plattform. 6) Archiv of all the communication and orders for at least 2 years. 7. Payment system. payPal, credit card etc. Th eclient pay to the provider in advance. We can discuss further details soon. You must have done highly demanding projects like these, please. If you donot can, donot send me an offer. I am looking for serious answers and serious questions. Thank you.
Xero Bank Reconciliation from PDF
I'm seeking an experienced accountant who is proficient and familiar with reconciling bank statements from PDF format. Key Tasks: - Reconcile more than 12 months of bank statements and identify the errors - Bank Statements are PDF which the report being either excel or PDF - Approx 2,000 transactions to work through - Fast turnaroudn required. Ideal Skills and Experience: -- Past experience in bank statement reconciliation - Great attention to detail - Trustworthy with handling sensitive financial information - Understanding of accounting principles Accuracy and attention to detail are paramount for this task. If you have these skills and experience, please bid!
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BUY AND SELL APP
I want an App for buying and selling of gift card and crypto currencies, the App will have a nice looking skin and easy to understand, the app will be able to generate crypto wallets for users , it will also display rate fixed by the admin, admin can be able to change the rate, and users will also be able to add their bank account which cannot be changed on the user side.