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.
18 days ago97 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
10 days ago21 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.
12 days ago35 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
22 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.
5 days ago24 proposalsRemoteopportunity
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.
a month ago9 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
9 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.
22 days ago41 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
11 days ago20 proposalsRemote
Past "Banks-it" Projects
opportunity
Subscription Based Membership App
I am looking for a subscription based membership app based in UAE for global users. Full spec and details to be provided. Front End: Flutter, Back End: Node.js, Database: Firebase Note: Require a business bank in UAE that can support digital subscription payments to integrate with Apple/Google Play and accept global payment from these currencies: AED, USD, GBP, AUD, CAD, INR, PKR, BHT and LKR Please only respond if you have developed apps for UAE businesses and are familiar with subscription based models using IAP.
Financial Merger Model for HDFC-HDFC Bank Merger
Need a financial merger model for the Indian companies HDFC-HDFC Bank Merger. Financial Model should contain Normalized Comparison, Merger Plan-AVP, Financing Plan-AVP, Pro-forma Financials, Accretion-Dilution metrics. Thanks
opportunity
Tennis membership site
Woocommerce Bespoke order form + Data collection Survey Plugin ____________________________________________ Membership only website needed Just one page as visual Please see paper version of our membership form Price goes down through year No payment gateway – just bank payment (annual or monthly) and cash
Advice & assistance setting up sole trader accounts for Ireland
I need some help doing the following: a) Deciding on the best accounting system to use for my circumstances (quickbooks, Xero etc) b) Some guidance in getting the above set-up for the year 2022, answering my questions and reviewing what I have done. I can do most of the work in adding suppliers, invoices etc but I need someone who can be available to guide me and review what I am doing and answer any questions. Its for a sole trader in Ireland and I moved to Ireland in early 2022, the business was operating abroad before that time. I operate in 4 currencies with customers and suppliers in 5 countries with bank accounts in 3 countries. If you are familiar with doing this in Ireland (preliminary deadlines etc) then that would be an advantage.
Senior Accountant, QB Online & US Taxes for E-commerce Brand
We seek an experienced, energetic candidate with strong accounting skills for our e-commerce business. Full-time, remote role. Must be well-organized, reliable, efficient, and detail-oriented. The candidate will be expected to handle the following tasks: • Organize Quickbooks Online account • Manage all accounting transactions and finances • Track expenses and payments for the e-commerce store (e.g., COGS, shipping, software costs, etc.) • Reconciling various accounts such as our Shopify account, credit card/bank/PayPal statements, business expenses, employee wages, etc. • Manage balance sheets and profit/loss statements • Cash Flow Management Support • Handle accounts payable and accounts receivable • Assist with Inventory Management • Audit financial transactions • Provide support during external audits and tax filings • Create weekly/monthly financial statements • Assist in budgeting and forecasting activities • Collaborate with cross-functional teams to improve financial processes and procedures Requirement and/or Qualifications: • Work experience as a Senior Accountant • Bachelor's degree in Accounting, Finance, or a related field • 2+ years of experience in QuickBooks Online with QuickBooks Certification • Knowledge of US tax preparations, especially for corporations, is highly preferred • Experience working with bank and credit card accounts • Excellent knowledge of accounting regulations and procedures • Excellent computer skills, including proficiency in MS Excel and Google Workspace (Google Sheets, Google Docs, etc.) • Experience in General Ledger functions • Excellent communication skills, both verbal and in writing (English) • Strong attention to detail, persistence, and strong analytical skills • Possesses excellent organizational skills • Certified Public Accountant (CPA) certification is a plus Other preferred requirements: • E-commerce Accounting Experience • Experience with Shopify and PayPal • Experience using Airtable and doing advanced calculations with pivot tables, etc. • Experience with filing state taxes
Cash Flow Forecast
We have experienced a period of growth over the last 18 months and we're looking to move banks to strengthen our lending, and we will require a CFF for this. I'm looking for a 1-3/yr forecast from Jan 2024. We can supply historical financials and data for this. An initial call will be required, and we're looking to commence with this immediately.
Bookkeeper
We seek a skilled bookkeeper to help maintain financial records for our growing small business. The ideal candidate should possess expertise in accounts receivable and payable, payroll processing, financial statement preparation, and all related bookkeeping tasks. Experience with quickbooks or other accounting software is essential. The role is part-time, approximately 15-20 hours per week. Responsibilities include processing invoices, paying bills, reconciling bank statements, managing accounts receivables and ensuring all transactions are recorded accurately according to standard accounting practices. You will also assist with preparing monthly and quarterly financial statements and liaising with our accountant during tax seasons. Strong organizational skills and attention to detail are a must as you will be responsible for maintaining orderly financial files and records. Applicants should hold a relevant post-secondary degree in accounting or bookkeeping or have at least 2 years of commercial bookkeeping experience. Advanced computer literacy and proficiency in major office software are expected. The availability to work independently as well as collaboratively within a small team is important. While bookkeeping experience is vital, we also seek someone with a keen interest in finance, strategic thinking ability and a desire to help our growing business optimize processes.
T shirt designs
Burg Apparel is an upstart apparel brand celebrating various towns ending in 'burg' such as Spartanburg and Gatlinburg. We are seeking a graphic designer to develop several t-shirt designs adhering to our retro, slightly hipster aesthetic. Specific projects include a 'burg golf shirt' promoting the local atmosphere and activities, a 'bank in the burg' shirt collaborating with Pinnacle Bank, and additional general designs for hobbies like baseball, hiking and bicycling centered around the 'burg' lifestyle. The ideal designer will comprehend our throwback 70s and 80s vibe, conveying a sense of nostalgia through creative yet straightforward designs. Clean, impactful graphics evoking memories of days past are most fitting for our brand. Successful candidates will demonstrate skills in translating concepts and tones into visually striking yet economically producible shirts. We also aim to continue this partnership, leveraging the designer's talents on complementary products such as stickers, hats and patches down the line. Collaboration and open communication are valued to ensure designs authentically represent Burg Apparel's vision and customers.
URGENT: Convert bank statments (1000 entries) from jpeg to Excel
I need someone to Convert bank statements (1000 entries) from photographed copies in jpeg to Excel spreadsheet format - with all number columns tallying correctly. I need this done today if possible
Convert a PDF file into a fillable one (Bank Account fileds)
Hi I'd like to convert the atatched PDF into a fully fillable PDF document, including Bank Account Number fieds (when you finish typing for instance the maximum number of digits in one of the subgroups of the Bank Account Number field, you move automatically to the next subgroup). I'm able to do the entire form in Acrobat usingn the Form Creator tool, my issue is with the Account Number field where each digit group is separated from other digit groups by small spaces. Of course, I could create 20 individual text fields for each Bank Account Number field, but I would oblige the user to press tab after entering each digit, which I would like to avoid. Thanks
opportunity
Brief Company Profile of 77 UK mortgage providers
I am seeking someone which can write a individual company profile on 77 UK mortgage companies. The Profiles will be used on a directory website. It should provide the reader with a view of company background and what the company can offer from a mortgage perspective: Accord Mortgages Aldermore Atom Bank Bank of Ireland Barclays Bath Building Society Beverly Building Society Bluestone BM Solutions Buckinghamshire Building Society Cambridge Building Society Chelsea Building Society Chorley BS Clydesdale Co-operative Financial Services Coventry Building Society Danske Bank Darlington Building Society Dudley Building Society Family Building Society First Direct AIB First Trust Bank Fleet Mortgages Foundation Home Loans Furness Godiva Mortgages Halifax Hinckley & Rugby Building Society Hodge Lifetime HSBC InterBay Commercial Kensington Mortgages Kent Reliance Landbay Leeds Building Society Leek United Building Society Lloyds Loughborough Building Society Mansfield Building Society Marsden Building Society Melton Mowbray Building Society Metro Bank Mojo Mortgages Monmouthshire Building Society Nationwide Building Society NatWest Newbury Building Society Newcastle Building Society Nottingham Building Society Paragon Mortgages Pepper Homeloans Perenna Platform Home Loans Precise Mortgages Principality Progressive Building Society Royal Bank of Scotland Saffron Building Society Santander Scottish Building Society Skipton Building Society Stafford Railway Building Society Shawbrook Bank The Cumberland The Mortgage Lender The Mortgage Works Tipton & Coseley Building Society Together Money Trussle TSB Ulster Bank Vernon Building Society Vida Homeloans Virgin Money West Bromwich Building Society Yorkshire Bank Yorkshire Building Society For instance there should cover the following area for each: Accord Mortgage What are the financial products Accord Mortgages offer? (General info ) How could I apply for a Accord Mortgages product (How to apply?) Can Accord Mortgages help residential mortgage customers? (Residential) Can Accord Mortgages help Self employed mortgage customers? (Self- Employed) Can Accord Mortgages help first time buyer mortgage customers? (FTB ) Can Accord Mortgages help adverse mortgage customers? Or customers with poor credit rating? (Adverse ) Can Accord Mortgages help later life or retired mortgage customers? (Retired ) Can Accord Mortgages help with second charge mortgages, secured loan or homeowner customers? (Buy to Let ) Can Accord Mortgages help buy to let mortgage customers? (Buy to Let ) Can Accord Mortgages help limited company buy to let mortgage customers? (Limited BTL ) Can Accord Mortgages help with commercial or short term mortgage customers? (Commercial )