Financial Planning Projects
Looking for freelance Financial Planning jobs and project work? PeoplePerHour has you covered.
opportunity
Getting financials in order
Marty is seeking a freelancer to assist with organizing their financial books using the ember software. The freelancer should have experience with the software and be able to provide assistance with data entry, reconciliation, and reporting. The project requires a high level of accuracy and attention to detail, and the freelancer should be able to work independently and meet deadlines. Marty is looking for a long-term relationship with a freelancer who can provide ongoing support and maintenance of their financial books.
6 hours ago12 proposalsRemoteFinancial Statement Audit
I work for a higher education provider who is registered with the Office for Students (Ofs). As part of our registration we need to submit audited financial statements for our last financial year. The business/individual must be listed on the Register of Statutory Auditors, and the statements must be prepared on the basis of the Financial Reporting Standard 102 (FRS 102). The financial statements must include all of the following: • ‘Statement of financial position’ (balance sheet) • ‘Statement of comprehensive income’ incorporating profit or loss for the period and items of other comprehensive income ‘Statement of changes in equity’ or a ‘Statement of income and retained earnings’ or a ‘Statement of changes in reserves’ • ‘Statement of cash flows’ • ‘Statement of principal of accounting polices’ • notes to the financial statements. Further, we also require a Management Letter. We must submit the external auditor’s management letter, a report issued by the external auditor to those charged with the provider’s governance, which records audit findings from the audits undertaken on the most recent financial statements, including any significant control deficiencies identified during the audit. The management letter must include a report giving an opinion to the provider’s governing body. The external auditor’s report and opinion must cover all components of the audited financial statements and not be limited to a sub-set of the pages included in the audited financial statements. Many thanks, Gary
4 hours ago5 proposalsRemoteopportunity
Financial audit / transfer all transactions into excel
I need someone to take all account statements and transfer to excel. And generate a monthly expenses. I’ll provide the categories in excel, And an excel of an income sources. Flagging odd payments - exact amounts (no pence), international transfers and amounts over £500
2 hours ago27 proposalsRemoteBookkeeper 1-2 hrs week | +++ for Profit First
I am looking for a long-term bookkeeper for my internal books. I have a digital marketing agency. If it works out, I will need a bookkeeper for our clients as well in the future. To Do: Weekly reconciliation Monthly P&L Quarterly P & L Year end P&L Software: Wave We will discuss as well, how you can assist the business with financial forecasting, budgeting, and a plan in creating a profitable business.
3 days ago37 proposalsRemoteFloor plan
I have a 30'x 45' space that is 2 stories with attic trusses and I'm looking for someone to create a 2D/3D floor plan for this. I realise that i may need to provide more info at some point. Thanks!
9 days ago33 proposalsRemoteopportunity
Power BI (6) - Balance Sheet Metrics
This engagement requires developing advanced Power BI reports and dashboards to analyze key balance sheet metrics. The client, a mid-sized financial institution, needs customized visuals created to provide insight into trends in their assets, liabilities, and equity accounts over time. The visualizations should enable leaders to make informed decisions by highlighting areas of strength and weakness. The freelancer will be given access to the company's financial database containing historical balance sheet data. Advanced DAX formulas and measures need to be written to calculate critical metrics like current ratios, debt-to-equity ratios, and days of inventory outstanding. Interactive reports and dashboards then must be designed visually compelling and easy to interpret. Conditional formatting and other data bars will aid in comparing performance to internal targets and industry benchmarks. Dynamic tiles and card visuals are preferred to deliver at-a-glance updates of key performance indicators. Line, bar and area charts should be employed to show patterns in accounts over recent years. A fully labeled organizational chart is required to breakdown asset and liability compositions. Roadmaps and planned initiatives need to be integrated to forecast expected impacts to financial health. The end product will be a sophisticated, role-based dashboard delivering transparent insights to aid strategic decision making. Strong Power BI and financial analysis skills are needed to complete this impactful pro bono project.
a day ago20 proposalsRemoteopportunity
Looking for a descent accountant
We are a small maintenance company in need of an experienced accountant to assist us with our monthly accounts. The ideal candidate should be honest, reliable, and have a strong understanding of accounting principles. The responsibilities of the accountant include: • Recording and analyzing financial transactions • Preparing financial statements • Managing accounts payable and receivable • Reconciling bank accounts • Conducting tax audits • Providing financial advice to management The candidate should have a minimum of 2 years of experience in accounting.
3 days ago35 proposalsRemoteFloor plan design
I'm looking for someone to design a floor plan that is 2 stories. the first floor is 45x30 and the 2nd story is 22x30 with attic trusses. this space is in an existing building. I can send sketch of where stairs and kitchen will be.
10 days ago37 proposalsRemoteCreate Vacation Plan Tracker -Employees
I need to add a calendar picker in the date cells so employees can select the date from the drop down date, then the dates selected will reflect in the ajdacent cells and appear as colored so we can see when people's vacations are overlapping or conflicting,
a day ago1 proposalRemoteFinancial projections for ‘The Roy Group’
I need someone who can do a quick financial projection for ‘’the roy group’ , a lifestyle management outfit with subsidiaries ‘the Roy concierge’ , ‘the Roy travel’ , ‘the Roy gifts’ and ‘the Roy experience’ .
17 days ago27 proposalsRemoteSocial media and marketing plan
We are an established inspection company looking to expand our social media and marketing efforts. We currently have a website and a business profile on Facebook, but we need to take it to the next level. Our target audience is homeowners, real estate agents, and property management companies. We want to establish ourselves as the go-to inspection company for these clients. Our social media and marketing plan includes the following strategies: 1. Regular posting of high-quality content on our social media platforms, such as informative articles, videos, and photos related to home inspections. 2. Engagement with our audience by responding to comments, questions, and reviews promptly and professionally. 3. Use of targeted advertising on social media platforms to reach our ideal audience. 4. Collaboration with local real estate agents and property management companies to promote our services. 5. Offer discounts and promotions to our social media followers to encourage them to refer us to their friends and family. We believe that with a well-executed social media and marketing plan, we can increase our visibility, attract new clients, and grow our business. We are looking for a freelancer who has experience in social media and marketing and can help us achieve our goals. Please provide your proposal, including a detailed plan of action and a timeline for implementation. We are open to suggestions and feedback, and we are confident that we can work together to create a successful social media and marketing strategy. Thank you for your interest in our project, and we look forward to hearing from you soon.
7 days ago32 proposalsRemoteopportunity
Business plan
Hello, Looking for someone with the experience on the automatic car washing. Please do not contact if not, as we need a very detailed business plan for in bay automatic car wash in the Uk. Thank you, Juan
20 days ago28 proposalsRemoteGoogle search + Engage
I need someone with access to other people who can ask them to do the following: 1- Do a google search on a mobile or a computer for any of the follwoing keywords: *compliance document management *goals for manager development *annual operating plan (aop) *oil and gas financial modeling *What Are Accounting Branches? 2- Take a whole-screen screenshot that has the result for domain: http://www.example.com 3- Click on the result for the same domain http://www.example.com 4- skim the article and scroll down until the end of the page, and then click on any related courses mentioned in the page 5- scroll down until the end of the course page 6- Take a screenshot shot of the course page I will pay per each completed task.
12 days ago20 proposalsRemoteopportunity
Planning and Building Regulations
Hi there, I am currently looking an architectural consultant (architect, technologist or technician) professional who can support my business offering the following services in relation to private residential home extension projects. - Drawing Surveys - Existing Plans - Planning - developing the Surveys as required - Building regulations - developing approved designs into details building regs drawings I would typically expect projects to be on a fixed quote basis, when providing the survey drawings and a design brief, and your involvement might be required on some, or all of the stages depending on project. For quoting/comparation purposes, please could you quote on the bellow basics (and send examples or similar jobs): https://www.rightmove.co.uk/properties/145540124#/?channel=RES_BUY 1- Draw existing from a survey notes for the above property 2a- Draw a rear extension (3 meters) - proposal 2b- Draw a loft extension (under permitted development - rear dormer) - proposal 3a- Draw building regulations for rear extension (3 meters) 3b- Draw building regulations for rear extension (under permitted development - rear dormer) - proposal Looking forward to hearing from you, Kind Regards, Peter
19 days ago32 proposalsRemote2D architectural design floor plan
We are seeking an architect to create AutoCAD 2D design floor plan for the first floor of a residential building consisting of multiple one bedroom apartments. The project requires adherence to regulatory design guidelines and the provision of a cad file showcasing the floor perimeter (exterior envelop of the 1st floor and for the 1st basement). The successful architect will work closely with our team to transform the design brief into accurate and visually appealing floor plans. Attention to detail, creativity, and a strong understanding of architectural principles are essential for this role. Experience in similar projects and proficiency in AutoCAD software is highly desired.
10 days ago35 proposalsRemoteopportunity
Monetize my blog website - Need Quick and Efficient Strategy
Hi everyone. I am a crime expert with a solid reputation in Europe. Recently I made a website where I write mostly about financial and cybercrime. Now it's time that I monetize my blog. I need quick and effective strategy. What can you do for me? Budget and timeline are negotiable. I will pay top dollar if you can help me monetize my blog quickly and in a long run. I want innovative and creative ideas. Something that actually work. Thanks.
a day ago13 proposalsRemoteBuilding House Plan for G + 5
I am looking 2D/3D Building plans for G + 5, Total FSI 1.76, FSI 8942 sq ft, On ground Floor Parking, up to 4 Floor hall 1800-2000 Sq Fit/Floor For Commercial purpose and 5 Th floor Penthouse , Ground Floor: 1700 Sq Fit ( 2 BHK) & Upper floor: 1200 Sq Fit ( 3 Bed & Hall) , If any one interested feel free to contact me Regarding Plot Map Please see the attached, Contact with you design only. DO NOT CONTACT WITHOUT DESIGN
15 days ago19 proposalsRemoteopportunity
Floor Plan and 3D drawing for Villa
Looking for a creative and skilled architect to assist me bring my vision to life for a holiday home.
12 days ago39 proposalsRemoteBookkeeper
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.
8 days ago53 proposalsRemoteFinancial literacy text book for high school in US
I need a ghost writer for a high school financial literacy textbook for a US high school.
20 days ago29 proposalsRemote