Sage Peachtree Complete Accounting Projects
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Xero - data developer
Hello, our company is looking for a Xero Accredited Developer who could help us connect our custom Access database (called Switchboard) to Xero so we can use it for one click invoicing. We currently have it set up with Sage but we are in a process of moving our accounting to Xero. Please get in touch is you could help. Many thanks, Jana Auton
2 days ago8 proposalsRemoteI need a person to open Kraken USA for non resident
I seek assistance from a skilled cryptocurrency professional to open a Kraken account as a non-resident of the United States. Kraken is a reputed digital asset exchange headquartered in San Francisco that facilitates buying, selling and trading of cryptocurrencies. However, as I reside outside of USA, directly opening an account on the exchange platform poses certain challenges owing to their Know Your Customer and anti-money laundering protocols. An experienced freelancer well-versed in the nitty-gritties of opening crypto exchange accounts for international clients can help address these challenges. The selected candidate will be required to complete the mandatory KYC verification process on my behalf by submitting relevant identity and address proofs. Further, they must liaise with Kraken support team in case any additional documentation is requested during account activation. Once the trading account is successfully created, the freelancer shall share login credentials with me in a secure manner. Basic account orientation explaining its features like placement of orders, portfolio overview etc. would also be appreciated. Adherence to data privacy rules is imperative as sensitive personal details would be involved. The job requires expertise in identity verification norms as well as familiarity with Kraken interface. Remuneration will be provided upon satisfactory completion of the targeted objective.
4 days ago6 proposalsRemoteMS Dynamics 365 Online CRM : Custom Entity Development
I am developing a custom entity to handle contracts within our business (80% complete in Sandbox). I require assistance with some of the set up of some of the relationships between the main entity, it's sub entities an core CRM entities including Accounts, Contacts and Addresses. Also some assistance in nuancing the approval workflow. Looking for an experienced CRM developer to work collaboratively with me to complete the project. I estimate 3-5 days spread over the month of May in half day slots.
3 days ago11 proposalsRemoteWe're looking for assistance with the clean up of our database
We're looking for a detail oriented person who can assist with the organization, clean up and maintenance of our database. Key objectives: Identify inconsistencies and errors within the database and implement corrective measures promptly and accurately. Merge duplicate accounts to streamline data and eliminate redundancy. Establish linkages between parent accounts and associated entities for comprehensive data mapping. Identify and delete inactive or obsolete accounts, enhancing database efficiency. Update missing or outdated information on database records to maintain data integrity and completeness. Your attention to detail will be essential in ensuring the integrity and reliability of our database. You will work closely with our team to identify and resolve database issues, and implement necessary improvements to enhance data accuracy and efficiency. If you have a passion for data management and are eager to contribute to a dynamic team, we would love to hear from you. Please submit your resume highlighting your relevant experience and skills.
4 days ago15 proposalsRemoteI 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.
18 days ago3 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
7 days ago28 proposalsRemoteopportunity
Y/E Accounts and CT Tax Return for 2019/20, 2020/21 and 2021/22
**URGENT** I need 3 years of Accounts preparing, completing and submitting ASAP for a small Limited Company... the Sales Ledger has been completed and the VAT Return's have been submitted. I have the bank statements for each period as a CSV file. Please contact me as I need these submitting with Companies House ASAP - any questions, please ask. I AM LOOKING TO APPOINT SOMEBODY FOR THE JOB THIS EVENING (10th APRIL 2024 DUE TO THE URGENCY).
16 days ago23 proposalsRemoteOpen 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.
20 days ago5 proposalsRemoteAMAZON SELLER ACCOUNT for those in the Cayman islands
Looking for guidance in setting up an Amazon Seller Central account from the Cayman Islands. I recently purchased a dropshipping package that provides access to Seller Central. However, when attempting to set up the account, the Cayman Islands is not listed as a valid business location option. Does anyone have experience selling on Amazon from the Cayman Islands and can provide advice on the proper steps and workarounds to complete the account registration process? Knowledge of AliDropship/Selvia platforms would be helpful context, but is not required. The goal is to obtain verified guidance from someone familiar with Amazon's seller account requirements as they relate to businesses based in the Cayman Islands. Expertise and past experience navigating this issue successfully is preferred.
23 days ago17 proposalsRemoteopportunity
Setup Woocommerce on three job websites
Overview • We run three jobs / career wordpress websites which need some Woocommerce setup and integrations completing as follows. • On two websites we need Woocommerce setting up as per a partners website example, including 70 products. • On the other site Woocommerce is already setup, and we’d like to add additional currencies for our products. • All work is to be done on development sites first, then imported to live sites once tested. No content is to be lost in the process of moving the work live; essentially we just want the Woocommerce changes to be moved across and the users, posts etc to be left untouched on live. • Full details are shown below. Please ensure you fully understand the brief, and ask questions if you’re not sure. Site 1 -> Ecology Jobs / www.ecologyjobs.co.uk Course Store Recreate product search page for all courses exactly like https://ecologytraining.co.uk/courses/ • Search • Type • Skill level • Speciality • Card design with images, hours, modules, etc as per the example Recreate all 70 products from https://ecologytraining.co.uk/courses/ • E.g. https://ecologytraining.co.uk/course/bird-biology/ • All details complete exactly as per the example page • Same design, layout, imagery etc Cart and Checkout • Cart page setup like - https://ecologytraining.co.uk/cart/ • Checkout page setup like - https://ecologytraining.co.uk/checkout/ • Setup the same as example site above with credit card checkout etc • Tag the customers as “Course-Participants” in our email list, and add their course purchase to their email contact for tracking. We use Mailchimp. Job Posting Checkout • Install and setup https://wpjobmanager.com/add-ons/wc-paid-listings/ to allow employers to publish and pay for job listings directly on the website. Integrate with out Stipe account. • Setup two products to match the ones shown here - https://www.ecologyjobs.co.uk/advertise-with-ecology-jobs/ • Hook into the same cart and checkout as per above, but tag the customers as “Employers” in our email list. • Ensure customers can manage their jobs once logged in. Emails – for all orders • Confirmation emails sent to the customer and me (admin) including the details of the orders • I need the ability to tailor the thank you message / email for each product type. • Send customers to Mailchimp list and tag them according to their sale and customer type, as per details above. Menu, login and account management pages • Menu setup with Cart Basket and Login as per https://ecologytraining.co.uk/ • Login page as per https://ecologytraining.co.uk/my-account/ • Account management page for course sign-ups and employers Site 2 -> Sustainability Job www.sustainabilityjob.co.uk/ Once complete on and confirmed on Ecology Jobs / www.ecologyjobs.co.uk, replicate the work on Sustainability Job www.sustainabilityjob.co.uk/ also. Site 3 ->Conservation Careers / www.conservation-careers.com We have setup on our site https://wpjobmanager.com/add-ons/wc-paid-listings/ to allow employers to publish and pay for job listings directly on the website. Integrate with stripe and we have three products setup in GBP. See: • Sales page - https://www.conservation-careers.com/advertise-conservation-careers/ • Job Posting page - https://www.conservation-careers.com/upload-conservation-job/ We would like the three products (Website, Featured and Annual Postings) to also be available in USD and EUR. So employers can pay in these currencies also. So Woocommerce would need to be able to have products in different currencies.
8 days ago57 proposalsRemoteNinjatrader 8 Addon Development
I am looking for a skilled developer to create a software duplicator for NinjaTrader 8. The purpose of this software is to duplicate trades in NinjaTrader 8, between accounts within ninja trader and also to open reverse trades. The features and functions of the software have already been planned and I have a detailed list available. I am looking to complete this project within 3-4days. Ideal skills and experience for this job include: - Strong knowledge and experience in software development for NinjaTrader 8. - Mastery of programming languages such as C#. - Ability to understand and implement detailed requirements. - Good communication skills to ensure project progress and updates. C++ Programming C Programming C# Programming Software Architecture Metatrader check this for reference to develop addon https://ninjatrader.com/support/helpguides/nt8/addon_development_overview.htm https://ninjacoding.net/ninjatrader/courses/creatingaddons https://volumeladdertrading.com/index.php/replicator https://forum.ninjatrader.com/forum/ninjatrader-8/add-on-development/1247673-using-addon-classes-as-strategy-logic-extension https://github.com/samuelcaldas/NinjaTraderAddOnProject
2 days ago3 proposalsRemoteQuickbooks Setup & Reconciliation Expert Needed
I'm in urgent need of a seasoned QuickBooks specialist to help straighten up some messy entries and set up a structure tailored to my specific needs. Your tasks will include, but aren't limited to: - QuickBooks setup tailored to my needs - Data entry and organization - Reconciliation of existing entries While not a requirement, the ability to generate financial reports would be a bonus. I am not currently requesting any specific type of report, but it would be beneficial to have this option available in the future. This project should be completed ASAP. Please have a solid background in accounting, QuickBooks, and data entry. Excellent attention to detail is a necessity. I look forward to receiving your bids!
23 days ago43 proposalsRemoteAPI Integration - Jotform/Xero
Hi I am looking for someone to integrate our Jotform submissions with Xero. So that when somebody submits a form via Jotform, it automatically creates an invoice in Xero. The invoice needs to include Xero tracking categories, depending on what products they have ordered in the Jotform. This might be possible to do by giving each product an "Item Code" in Xero, however at the moment Xero does not support automatically assigning tracking categories to products in the catalogue. So in the attached "Xero Screenshot.png" screenshot, the columns "Cost Centre" and "Event" (these are tracking categories) cannot be added to the product in the catalogue in Xero. The only columns which can be assigned to a product are Unit Price, Account, Tax Rate and Description - see attached screenshot "Xero Item Code.png"). So what we want to do is - Client completes the Jotform - Products ordered on Jotform assigned an Item Code - New invoice created in Xero using assigned Item Codes - Item codes are assigned to products in Xero and the products include tracking categories - Invoice saved as draft in Xero for manual approval and sending At the moment we have to do this manually and as you can imagine, it takes a very long time.
16 days ago23 proposalsRemoteI need a Website for job posting and accepeting CVs.
I am seeking a skilled developer to build a robust job posting and recruitment website. The site should be fully responsive, allowing job seekers to search listings and employers to post new opportunities. Key features include: employers can create a free profile to advertise openings while more advanced paid plans unlock extra posting volume and application management tools. Candidates should be able to upload CVs, apply directly to posts, and track application status. User accounts with login authentication needs to be implemented for both employers and candidates for secure access to customized dashboards. Payment integration is important to facilitate transactions as employers upgrade plans or candidates pay for services. The site must be securely hosted on reputable platforms like GoDaddy or AWS with SSL certification ensuring privacy and safety of user data. Developed using current best practices and coding standards, the finished product is hoped to efficiently connect talent with jobs through an intuitive experience for all users. Solid coding, testing, and maintenance support on an ongoing basis will also be appreciated to keep the site running optimally. Please provide portfolio links showcasing relevant work and outline timelines to complete this impactful project. I look forward to reviewing qualified proposals.
10 days ago21 proposalsRemoteManaged Services - IT Support Specialist/Admin Executive
The IT Support Specialist will work with a team of managed services specialists, administrators, and engineers to deliver excellent support and management of our customers’ environments. They will field issues and requests escalated directly by customer IT personnel, end-users, and monitoring tools. This role will have broad exposure across a range of end-user devices, networks, servers, virtualization, and security platforms. The support specialist will be expected to work issues independently, and when needed, with the assistance of senior subject matter experts on the team. The ideal candidate will be a self-starter, with an ability to learn quickly and provide exceptional customer service. Responsibilities: Operations: · Triage tickets per specified severity levels · Refer/ escalate customer issues to the appropriate level of support, as needed · Provide excellent customer service, staying calm and communicating clearly and professionally in stressful situations · Perform basic troubleshooting steps such as checking logs, checking capacity, and running basic diagnostics across a variety of platforms including Linux/Windows servers, network devices, hypervisors, and storage systems · Respond to automated alerts performing troubleshooting and resolution of issues, as well as proper notifications where required · Fulfill service requests and remediate incidents using customer Standard Operating Procedures (SOPs) · Perform account management services – User Account creates/disables/terminations/name changes, etc. · Use a ticket system to provide regular status updates and make sure tasks are completed based on priority and in compliance with SLAs · Distribute scheduled reports to customers as required · Supporting end-users by diagnosing and resolving computer hardware, network, and application issues · Assist with cross-training of other team members, as needed · Perform other tasks as assigned by management Qualifications Education and Training · High school diploma required; college degree strongly preferred · Relevant entry-level certifications preferred: o Google IT Support Professional o CompTIA A+, Network+, Security+ o Microsoft MTA o ITIL v3 Foundation Experience · 0-3 years in a technical support role · Experience providing customer support · Experience in 24x7x365 Managed Services preferred · Experience using ITSM and Monitoring toolsets Skills · Highly analytical thinker and troubleshooter · Detail oriented with excellent documentation and communication skills · Self-motivated, passionate about technology, with the desire to learn new things · Ability to use and troubleshoot Microsoft Windows, Office, Office365, and macOS · Foundational understanding of operating systems and servers, both physical and virtual Experience working with active directory to perform basic tasks, such as user creation and password resets
7 days ago28 proposalsRemoteDevelop Financial Statement Model for a Publicly Listed Company
I am seeking a skilled financial analyst or modeler to develop a comprehensive financial statement model for a publicly listed company. This project requires a detailed understanding of financial accounting, corporate finance, and financial modeling. Objectives: Creation of a Dynamic Model: Develop a dynamic financial statement model that can forecast income statements, balance sheets, and cash flow statements for the next 10 years on monthly basis. the model will be based on 5 years of actual figures on annual basis. Scenario Analysis: Include capabilities for scenario analysis to assess the impact of various financial and operational strategies on the company's future financial health. Dashboard and Reporting: Create an interactive dashboard for easy visualization and analysis of financial data, including key performance indicators (KPIs) and financial ratios. Requirements: Expertise in Financial Modeling: Proven experience in building complex financial models, particularly for listed companies. Welling to put in the work and read the annual reports published by the company to identify all relevant information that will be used to drive the model Understanding of Financial Reporting Standards: Strong understanding of IFRS or GAAP, as applicable. Attention to Detail: Ability to work with precision and accuracy in handling large sets of financial data. Software Proficiency: Proficient in Microsoft Excel or other relevant financial modeling tools. Deliverables: A fully functional financial model in Excel or the agreed-upon software. A user guide or documentation explaining the model's structure, assumptions, and how to update it. A presentation deck summarizing key findings and insights from the model. Timeline: The complete model is expected to be delivered within 4 weeks from the start of the project. Budget: 200$ Please provide examples of previous financial models you have developed, especially those relevant to publicly listed companies. Looking forward to your proposals and hoping to collaborate on this critical project!
10 days ago15 proposalsRemoteSimple 3-4 page Website for a new YouTuber
I am seeking a skilled freelance web developer to design and develop a simple yet professional website for me - I am a new YouTube content creator specialising in Automotive content. Key Features: (1)Front Page: Display prominently the creator's social media accounts including Instagram, YouTube, and Facebook. Provide a brief introduction to the creator and their content. Option for visitors to easily navigate to other sections of the website. (2)About Page: Provide an in-depth overview of the creator, their background, and the type of automotive content they produce. Include any relevant achievements, collaborations, or projects. Engagingly convey the creator's passion for automotive culture. (3)Contact Details Page: Offer multiple means of contact, such as a contact form, email address, and social media links. Design Considerations: - The website should have a clean and modern design. - Use of high-quality images and graphics (all images to be provided). - Ensure mobile responsiveness for optimal viewing across various devices. - Incorporate the creator's branding elements such as logos, colors, and fonts. Technical Requirements: - Develop the website using responsive web design principles. - Ensure the website is SEO-friendly to enhance online visibility. Timeline and Deliverables: - Completion of the website within 1 week [by 19th April]. - Regular progress updates and communication throughout the development process. - Final delivery of fully functional website including login and back-end access. Budget: Please provide a quote for the project based on the outlined requirements. Submission Details: Interested freelance web developers are invited to submit their proposals, including: Portfolio showcasing relevant web development projects. Estimated timeline for completion. Any questions or clarifications regarding the project brief. Deadline for Submissions: [ASAP] I look forward to receiving your proposals and collaborating with a talented freelance web developer to bring this project to life. Thank you for your interest!
14 days ago43 proposalsRemoteI need a userfriendly website created.
Overview The website is tailored for A-level students looking to improve their exam performance by engaging with past exam questions. It is accessible on mobile devices, ensuring that students can study and practice anywhere and anytime. The platform's design prioritizes user-friendliness and engagement, making it an appealing study aid for the target audience. Key Features User Registration and Profiles: Students can sign up for an account, enabling them to access a personalized dashboard. This dashboard tracks their progress, performance, and provides feedback on completed exercises. Multiple Types of Questions: The website supports various question types, including multiple-choice questions (MCQs) and essay questions. This variety ensures comprehensive preparation, covering different aspects and formats of the A-level exams. Immediate Feedback for MCQs: In the initial phase, after answering MCQs, students receive instant feedback. This feature is designed to help them understand their mistakes and learn the correct answers promptly, enhancing the learning experience. Performance Tracking: The platform tracks the students' performance and feedback, which are readily accessible on their personalized dashboard. This tracking mechanism allows students to monitor their progress over time and identify areas that require more focus. Exam Condition Simulation: Students have the option to simulate exam conditions while practicing questions. This feature aims to familiarize them with the pressure and constraints of the actual exam environment, thus improving their time management and stress-handling skills. Phased Development Phase One: The initial launch of the website includes core functionalities such as user registration, a personal dashboard, MCQs practice with immediate feedback, performance tracking, and exam condition simulation. Phase Two: The subsequent phase will introduce an advanced feature where AI technologies are utilized to mark essay questions and provide constructive feedback. This AI-powered evaluation aims to guide students on how to enhance their essay-writing skills, offering personalized advice on improving their performance. Content and Resources You have already compiled the necessary questions and mark schemes for the exams, ensuring that the content is ready for integration into the website. This comprehensive database of questions and answers forms the foundation of the practice and feedback mechanisms. Conclusion This project represents a significant step towards leveraging technology to support and enhance the learning experience for A-level students. By providing an accessible, interactive, and supportive platform for exam preparation, it aims to boost students' confidence, knowledge, and ultimately, their exam performance. The incorporation of AI technology in the second phase highlights the project's commitment to continuous improvement and adaptation to the evolving educational needs.
17 days ago35 proposalsRemote
Past "Sage-peachtree-complete-accounting" Projects
1st Birthday e-invite
Hi, Looking for someone to create an e-invite for a 1st birthday card. I would like to use either of the two bunny pictures I have enclosed and the colours sage green and beige. Want it to say "some bunny is turning 1" . needs to be able to edit this to add in personal details but struggling at the moment to find one I like. Have a attached a few sample invites, something like this but within the leaves. Please help! Needs to be completed asap. Thank you
opportunity
Create Program/App for Workflow and WhatsApp Customers
We are a pet cremation business and would like to be able to create a workflow program/app - We would like to enter customer and pet details in a program (Would be an advantage if this can export details to Sage Cloud but not essential) - We would like to add a job for a collection driver - Once the collection driver has collected they will mark the job as complete - This will then trigger an automated message 2 Hours after job completion (preferably WhatsApp) to the client It will be a global message but needs the ability to personalise some fields from the original customer & pet details - The fields to change would be the Pet Name, Customer Name, and if the Pet was a He or She - 24 Hours later or possibly at 8am the following morning another message is to be sent to the same client/job advising them they can reserve their reunite slot using our online booking system - Once the Reunite has been completed we will mark it as complete and this will trigger another message say 2 hours later asking for a review - Would be perfect if we can have the program/app able to add further requests later if we need to To help understand how the business operates this is the basic proceedure and we need the ability to automate the messaging task as this is very time consuming 1- Customer rings us to advise pet has passed away and if we can collect 2- We Create a job and send a collection driver to customer 3- Once collected driver rings office to advise of any special requirements and that the collection is completed 4- Approx 2 Hours later We send a Whatsapp or SMS message to the customer to let them know that their pet has been made comfortable 5- Within 36 Hours we contact the customer to let them know we can reunite them with their Pet 6- Once reunited we message the customer to ask for a Google or Facebook Review Please ask if you need any further infomation or clarification