Financial Planning Projects
Looking for freelance Financial Planning jobs and project work? PeoplePerHour has you covered.
- 7 days ago21 proposalsRemote
Probation worker
I need a probation worker to copywriter a business plan and legal coaching
5 days ago13 proposalsRemoteopportunity
Professional Online Training Company seeks event developers
We have an established position in online training for lawyers We are looking for people: 1.to work on legal conferences and also 2 other people to assist in expanding our online events into other areas such as HR, accountants, surveyors and financial services In relation to legal events, the roles are primarily to research new topics for conferences targeted at lawyers, mostly in relation to substantive law.. There will be a need to keep up to date with the latest developments and hot topics and to be able to assess their implications in practice. For each conference we will need a few lines of introductory text covering such matters as why the subject is important and which area of interest it will appeal to, plus a list of 6-7 topics that prospective speakers could speak about. We would need you to contact speakers and invite them to speak In all the areas apart from law - HR, accountancy, surveyors and banking and financial services, we are looking for people to come up with ideas for two hour courses and to find people to present them. A course is presented by just one speaker Because of the differences in law and practice, only those currently or formerly based in the UK will be considered. Price quoted is for one conference with information about speakers provided.
a day ago5 proposalsRemoteopportunity
Building Regs. drawings -Permitted Development
I need plans for an extension to extend ground floor roughly 4m x 4m with a high ceiling to accommodate staircase leading to first floor. I will supply scaled drawing of the existing ground and fist floor. Only require plans for building regs. since no planning will be required as it falls within permitted development. You take into account the cost of extension which must be kept to minimum Only send proposal if you are based in the UK
9 days ago20 proposalsRemoteopportunity
FInance and Budget Accountant
• Production of management accounts at frequencies and specification determined by organisational requirements. Produce commentaries and monitor budgets • Creation of ad hoc reports for Senior Management, the Finance Committee and the NEC as required by operational requirements • Produce the year end accounts for the Financial Report • Production of annual returns to the Certification Officer • Assist with the coordination of budget processes • Administer the external annual audit processes • Assist in production of long term financial plans subject to organisational requirements • Production and filing of the VAT return and Corporation tax • To ensure all service level agreements are adhered to by the department, and developed where necessary
a month ago16 proposalsRemotePrepare Management Accounts
• Production of management accounts at frequencies and specification determined by organisational requirements. Produce commentaries and monitor budgets • Creation of ad hoc reports for Senior Management, the Finance Committee and the NEC as required by operational requirements • Produce the year end accounts for the Financial Report • Production of annual returns to the Certification Officer • Assist with the coordination of budget processes • Administer the external annual audit processes • Assist in production of long term financial plans subject to organisational requirements • Production and filing of the VAT return and Corporation tax • To ensure all service level agreements are adhered to by the department, and developed where necessary
a month ago20 proposalsRemoteSwimwear Collection 2024-2025
Creating 10-13 pieces for a swimsuit collection. Planning to launch in 2024-2025. Need items manufacture ready with correct estimated measurements
3 days ago12 proposalsRemoteMAKING CALLS TO COMPARE PLANS
We have been working on this project for more than a year and it is about comparing the plans of competing companies. Each call takes about 10 to 20 minutes depending on the agent you speak with. If you are flexible and have 20 minutes of your day, you are free to apply. • Males or Females • You will be provided with leads and a script, VoIP softphone and full support from our side. • 5 calls a week and fixed price per call. • The calls can be made from Monday-Friday during US business hours. (9AM-9PM EST)
24 days ago18 proposalsRemoteopportunity
Pitch deck writer
Good day, We are looking for a pitch deck writer who can write a business plan, make a portfolio or a presentation for creating clothing collections. We have already designed kids’ hoodies with our print that can be found on Amazon, pajamas that will be sold on our website, and we are working on creating 3D image and video of the dress. So that everything along with your presentation, business plan and portfolio can be presented during fundraising. Please send your approximate quotes and samples of previous work preferably in clothing and design field. Talk to you soon!
3 days ago16 proposalsRemoteopportunity
Redesign of existing apartment building floor plans
I have a consented site with 140 odd apartments, I need to change the layouts to intensify the scheme to 180 units. I have the .dwg files that can be amended. Time to completion must be within 7 days. We will need to check and make any comments and these revisions be included. Finally we must receive a full drawing pack including site plan, bin bike store locations, elevations (which I have in .dwg format already). I have attached the second floor existing and my amends for the second floor as an example. There is 5 floors in total and then basement area.
16 days ago47 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.
10 days ago31 proposalsRemoteI am looking to create 2 videos to send to new clients
I run a small financial planning firm in Cardiff and am looking to create 2 videos for new clients to introduce them to the team. The first will be emailed to a client when they first come onboard ... I'm looking at it being shot in the office, and with each of our team (of 4 staff) introducing themselves and their role. Around 30 seconds each. I've done one myself before, and like most people, we're not naturals in front of the camera, so thought a professional would have a better eye than me and my iphone!!! I would also like a 30 second of so montage video of the team interacting at the end whilst a voice-over narrators talks about what makes us different (obviously our use of dodgy client videos!!!!). I am happy to source the editing and narrator (unless you can deal with) but need the filming done properly! There will be a second short video to be created to send to clients before their first review, this will outline the process and set their expectations of what to expect from us. I need to work on the scripts etc. but I have a clear idea.
21 days ago1 proposalRemoteUK B2B EMAIL DATA
We are looking for IT Managers within UK companies with the below fields Contact Name Job Title - Network Manager / IT Manager / IT Director Company Name Company Sector - This is essential (Financial / Manufacturing / Warehouse / Travel & Tourism / Retail / Hospitality etc). Email Address (NAMED EMAIL ADDRESS - NO PERSONAL GMAIL / YAHOO ETC) Phone Number (if available not essential) Please provide a count of available data. Thanks, Jake
9 days ago64 proposalsRemoteFinancial entitlements for children with SEND- 1-2 page guide
I am looking for someone who is knowledgeable about financial entitlements for children with SEND. I run a Charity, 2 social enterprises and a business. Some of the work we do is free, but others at the moment we can only offer to schools or people paying privately. I have been told there is money available, but not enough providers to spend it on, for things like direct payments and respite. I need someone who already knows a lot about this, but is willing to ring up support organisations to clarify if needed. Who can put together a 1-2 page guide on the types of financial support for families of children with SEND, who may be eligible and how they can be used. I have a few different activities that parents have asked for help with funding for, so you would need to also check to see whether its possible to use these for direct payments and how to do this
a month ago10 proposalsRemotepre-funded
Accountant needed
I am a freelance gardener requires assistance filing their self-assessment tax return for the initial year of operating independently. Seeking an experienced accountant to guide me through the tax filing process and ensure all financial obligations are properly addressed. I launched my landscaping business twelve months ago and is now responsible for submitting the annual statement of earnings and expenses to Her Majesty's Revenue and Customs. While enthusiastic about the venture, paperwork and tax legislation are not core strengths. Hoping to connect with a seasoned bookkeeper or tax preparer who can decipher deductions, calculate liabilities clearly, and place the records in order as required by statute.
an hour ago6 proposalsRemoteCosting project application
can you help me with develop a web application contain the below: 1- I log into the website using my username and password. 2- I choose to create a new project. 3- I write the project name, details, supplier's name, and supplier's information and upload the supplier documents. 4- I input the quantities and descriptions of the goods completely. 5- I enter the purchase price with VAT. 6- application will count the VAT percentage 7- application will count the (price before VAT, and after VAT and VAT price). 8- I input the commission percentage. 9- The program automatically calculates the purchase price, multiplies it by the quantity, and calculates the total. 10- The program also calculates the commission percentage, multiplies it by the quantity, and calculates the total. 11- There is an option for me to upload project files such as letters, quotations, and contracts. 12- After completing the purchase calculation. 13- I proceed to the next page, which is the merchandise sales page. 14- The program takes the project details and opens a field to input customer data. 15- The program also retrieves the quantities and descriptions from the supplier's field. 16- I input the selling price. 17- The program calculates the selling price, purchase price, and commissions. 18- There is a field to input expenses if any. 19- There is an option for me to upload project files such as letters, quotations, and contracts. 20- It performs financial analysis and generates details of profit, loss, commissions paid, and expenses. 21- There is a detailed report available. 22- There is an interface where I can view financial reports for each project. 23- Financial reports for all projects are available.
9 days ago34 proposalsRemoteWeb3 | smart contract developer
We have web3 game and version 1.0 was already deployed and has worked well We have a plan to build version2.0 so are seeking blockchain developers You must know web3 and smart contract and have +3 years of experience If you are aware of react, good We have many blockchain projects so if you work well for this job, this contract will be long term
2 days ago33 proposalsRemoteopportunitypre-funded
.EUs set of websites JWT
Hello; I need to generate a new set of websites (.EU), integrated/generated them with an already active set with a lot of basic content (basic analysis, from set .IT); Objective: digital sale of GREEN RIGHTS, starting in the EU and BRICS area; with option to generate some apps to upload NFT/DeFi (Solidity/ERC721) to specifics cryptocurrency markets; I think of a good system and its subsequent easy management; a lot of material needs to be reorganized, offered in English, with a sober and professional style, similar on every website, with the option of being available in every language (Wordpress); the basic contents and plan in matrix at the bottom in www.pcrr-jwt.it (first column general info, each others column basic contents on specific websites/patent); ...not need easy migration or traslation !!! Please: Clarify your offer better; ...how many days do you need ? ...what kind of trace/flow do you think ? *all my easy action, now start from http://www.expotv1.com/JWT_mkt.htm === old asset - new asset; Aruba / Italia ...next to Hostinger / Lituania http://www.expotv1.com/ ...next to http://www.expotv1.eu/ http://www.jwt-jwt.it/ ...next to http://www.jwt-jwt.eu/ http://www.iteg-jwt.it/ ...next to http://www.iteg-jwt.eu/ http://www.mbgc-jwt.it/ ...next to http://www.mbgc-jwt.eu/ http://www.pbrc-jwt.it/ ...next to http://www.pbrc-jwt.eu/ http://www.sidr-jwt.it/ ...next to http://www.sidr-jwt.eu/ http://www.sdgc-jwt.it/ ...next to http://www.sdgc-jwt.eu/ http://www.gsmf-jwt.it/ ...next to http://www.gsmf-jwt.eu/ http://www.pcrr-jwt.it/ ...next to http://www.pcrr-jwt.eu/ http://www.gfss-jwt.it/ ...next to http://www.gfss-jwt.eu/ ...many materials and ideas can also be reached from these references: GREEN Future - http://www.expotv1.com/JWTeam_to_Ecological_TRANSITION.htm GREEN NFT World - http://www.expotv1.com/ESCP_NFT_GREEN_World.htm GREEN NFT Italy - http://www.expotv1.com/ESCP_NFT_GREEN_Italy.htm GREEN New DEAL - http://www.expotv1.com/ESCP_210101.htm GREEN Innovation - http://www.expotv1.com/ESCP_Patent.htm Hi, Vito Lavanga. Own INDUSTRIAL RIGHTS, mathematician, working in technical-scientific, IT&C and Financial disciplines; ...We have a prestigious development environment, for partner use: https://www.hostinger.com/ - we have Premium, 4 years, WordPress/WooCommerce and many AI/tools for your use; ...I'm looking for a new line for future .EUs and to present to World GOAL: Main: jwt-jwt.eu Staff: expotv1.eu pcrr-jwt.eu Large Basic: iteg-jwt.eu, mbgc-jwt.eu, pbrc-jwt.eu, sdgc-jwt.eu, sidr-jwt.eu, gsmf-jwt.eu, gfss-jwt.eu TARGETS: broker, bookmakers, traders, agents, investors (financial or industrial); ...every person positive to him land and its people (patrons or public personalities);
4 days ago15 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
a month ago29 proposalsRemoteopportunity
Structural design and calcualtion for internal alterations
I plan to make internal alterations to my property. This involves making an opening/removing an internal wall. I'm not sure if it is load bearing or not. I require structural design calculations of any lintels/beams. I am based in south west London. See plans of existing v proposed plans
23 days ago3 proposalsOn-site in London, GB