Phoenix - Your AI AssistantValuation Projects
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urgent
Compile and submit accounts to hmrc
I have been let down by my accountant who has not submitted our year end accounts which are now overdue, as such i need to submit these as a matter of urgency. I have the previous years accounts to hand along with the necessary reports, we did switch from one sage to another mid year but we have closing/opening reports. I have a book keeper who does my basic accounts and vat returns etc.. but she is not comfortable with submitting final accounts as she is not qualified to that level. Generally we just provide the reports to the accountants and and they ask for a stock valuation as thats about it. The company has a turnover of £2.5m due to the high value of products and also has accounts in $ and € but is only a small business with myself as the only employee.
Data Annual Form 10-k
Overview Accountants must be familiar with the amount of data required in the Annual Form 10-K filing and the Annual Proxy filing for publicly traded companies because they will use the data from these filings to research a company’s competitors. Accountants can even use the data from these filings in their personal life to research investment opportunities. Scenario In this milestone, you will prepare a valuation for a 1% minority shareholder on the assumption that your company is a “going concern” company, meaning that the company will be able to pay its financial obligations as needed for the foreseeable future. Directions In this milestone, you will provide a brief history and overview of the company you selected. Use your company’s most recent Form 10-K filing and SEC Annual Proxy filing from The Securities and Exchange Commission’s (SEC) website to gather the information described in the rubric criteria. You will also provide a brief summary of your findings for your valuation team members and include a visualization in the summary. Note: Refer to this module’s Discussion for the list of companies to choose from. Specifically, you must address the following rubric criteria: Links Provide the most recent SEC Form 10-K filing link for the company. Provide the most recent SEC Proxy filing link for the company. History and Overview Provide a brief company history overview based on external research of the company. Consider the following questions to guide your response: How long has the company been in business? Who was the original founder of the company? What significant changes to company leadership have occurred? How has the company changed since its beginning? Consider expansion of locations or products/services, etc. Identify all of the company’s major locations for their facilities and/or other properties. Identify all of the customers recognized by the company. List all of the names of the executive management team of the company. Identify all of the competition recognized by the company. Identify all of the major shareholders of the company. Describe business risks recognized by the company. Explain how the company is committed to environmental, social and governance (ESG) efforts and sustainability. Describe the company’s leadership in energy and environmental design (LEED) status. Consider the following questions to guide your response: Is the company currently LEED certified? If the company is not currently LEED certificated, is it working toward becoming LEED certified? Summary Summarize your findings for the valuation team. Include the following details in your response: Explain what you learned as you researched the company. Identify the key points the valuation team needs to be aware of. Create at least one effective visualization that supports key points. Include the following detail in your response: Provide appropriate labels for the visualization(s). If you need writing support, access the Academic Support module of your course. What to Submit Submit the Business Valuation Template with the Milestone One: Introduction section completed. The Introduction section should be an additional 4- to 6-page Microsoft Word document with double spacing, 12-point Times New Roman font, and one-inch margins in addition to the current page count. Sources should be cited according to APA style. Note: You will be using this same file throughout all the milestones and your project. Supporting Materials The following resources support your work on this assignment: Website: U.S. Securities and Exchange Commission This website allows users to search for a publicly traded company and find their published financial statements. Use this website to find your company’s 10-K filing.
Senior Global Tea Industry Advisor for Investor Meetings
I am looking for a highly experienced senior consultant with deep expertise in the global tea industry, ideally with strong exposure to the Japanese tea market. This role is focused on supporting tea investors and funders in scaling and strengthening a Japanese tea brand. The consultant must be confident meeting investors in person and discussing financial figures, projections, valuations, and growth strategy clearly and professionally. Key requirements • 20 plus years experience in the global tea business • Direct experience working with investors, funders, or private equity • Comfortable presenting financials and business strategy face to face • Strong understanding of brand scaling and international market expansion • Existing investor network is a strong advantage Availability is required for an in person meeting tomorrow at 5 PM at The Ritz Hotel with a key stakeholder named Martin. Please include relevant background, investor facing experience, and any past work related to tea brands, funding, or international expansion.
Past "Valuation" Projects
Backend Engineer – Real Estate Valuation Engine + Web Scraping
We’re building a smart wealth‑management platform for real‑estate investors (off‑plan and ready properties), based in the UAE. Multiple backend projects are running in parallel (KPI cleanup, monthly performance snapshots, valuation). Your work will sit in the middle of these, so data quality and robustness matter a lot. We need a skilled Backend Engineer to tackle a crucial project: building our Valuation & Data Engine. This involves two main components: 1. Optimizing Web Scraping: We have an existing web scraper on an AWS EC2 instance that gathers property data from DXBinteract.com. This site does not offer an API, making robust web scraping essential. You will audit and optimize this system for reliability, performance, and data quality, ensuring it extracts clean, structured information (prices, areas, projects, developers, etc.) to feed our analytics. You'll also implement basic logging and monitoring. 2. Developing a Rule-Based Valuation Engine (V1): You will design and implement a transparent, rule-based engine to calculate the current market value of properties. This V1 engine will use our internal property data (purchase details, location, type) combined with market indicators derived from the scraped DXBinteract data. The engine should be configurable and explainable, not a black-box ML model. It will be implemented as an AWS Lambda (or similar service), providing an API for our Bubble app and other AWS services to consume valuation results and store historical data. Key Responsibilities - Review, improve, and maintain our existing DXBinteract web scraper on AWS EC2, focusing on reliability, data quality, and anti-bot measures. - Develop a deterministic, rule-based property valuation service using Python (or Node.js) on AWS Lambda. - Ensure the valuation engine integrates seamlessly with our Bubble application and other AWS backend services, providing accurate data for our KPI and snapshot projects. - Implement logging, monitoring, and clear configuration options for the scraper and valuation logic. We need a Backend Engineer with strong AWS experience (EC2, Lambda, CloudWatch, IAM) and proficiency in Python (or Node.js). Crucially, you must have a proven track record in building robust web scrapers for websites without APIs, ideally in real estate or finance. Experience with designing transparent pricing/valuation models and integrating with no-code platforms like Bubble is a plus. Deliverables (V1) - An optimized, reliable DXBinteract scraping pipeline that delivers structured data. - A functional, rule-based property valuation service, callable via API, that updates property values and maintains a valuation history. - Concise technical documentation covering setup, operation, and configuration of the scraper and valuation engine. Payment Terms (Important) We do not accept proposals that request 100% of the budget as an upfront deposit. We work on a milestone / “no cure, no pay” style basis: payment is released only for working, demonstrable deliverables.
Build Multi-Step Vehicle Valuation Form - Custom logic
Form Developer Needed (Tally / Typeform / Jotform / Custom Logic Form)** Developer Needed to Build Multi-Step Vehicle Valuation Form (Tally / Typeform / Custom Logic)** I’m looking for an experienced developer or form-automation specialist to create a **multi-step vehicle valuation form** similar to Tally or Typeform. The form must include: ### **1. Multiple Pages / Steps** * Page 1: Valuation type selection (Standard £29 or Deluxe £49) * Page 2: Vehicle registration input * Page 3: “Auto Lookup” OR “Manual Entry” choice * Page 4: Auto Lookup confirmation (Yes/No → branching) * Page 5: Manual vehicle details (Make, Model, Year, Engine, Transmission, Mileage, Condition etc.) * Page 6: Photo upload (multiple files) * Page 7: Customer contact details (Name, Email, Phone) * Page 8: Redirect based on selected valuation type (to Shopify checkout links) ### **2. Logic & Conditional Routing** The form must: * Only show pages depending on selected answers * Jump between pages based on conditions * Hide or show manual questions as needed * Redirect correctly to Shopify product checkout (two separate links) ### **3. Requirements** * Strong experience building forms with **Tally, Typeform, Jotform, GravityForms or a custom logic framework** * Able to implement multi-page branching logic * Able to integrate redirect rules (2 Shopify checkout URLs) * Clean and professional layout * Fast turnaround time (1–2 days ideally) ### **4. Deliverables** * Fully working hosted form (Tally, Typeform, or similar) — OR — * Fully exported embed code (HTML/JS) to place on my website * Full logic map * Testing to confirm every route works smoothly ### **5. My Shopify checkout links (for final redirects)** * Standard: * Deluxe: ` ### **6. Budget** Flexible depending on speed and experience. Quick delivery preferred. ### **7. To Apply** Send: * Examples of multi-step forms you’ve built * Which platform you recommend (Tally/Typeform/etc.) * Estimated time & cost I need someone who can finish this quickly and professionally.
Design a website for Estate Agents
We are an estate agency business and are looking for a talented website designer/developer to create a professional, user-friendly, and SEO-optimised website for our business. The website can be similar in style and functionality to Breens Property https://www.breens.property/ but tailored to our brand and services. We have the logo and branding already and will get the domain name as well. Key Requirements: Modern, clean, and responsive design (mobile, tablet, and desktop friendly). SEO-friendly structure with fast loading speed and optimised code. Easy navigation and intuitive user experience. Property listing functionality with search filters (price, location, property type). Integration with property portals (Rightmove, Zoopla, etc.) or ability to upload listings easily. Lead capture forms (valuation requests, contact forms, newsletter sign-up). Clear call-to-action buttons for inquiries and bookings. Blog section for property news and updates. Social media integration and sharing options. Google Analytics & tracking setup for performance monitoring. GDPR compliance and secure hosting setup. Content Management System (CMS) for easy updates (preferably WordPress or similar).
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Submission of Appeal to VOA
The survey consultant, qualified under RICS or equivalent, shall prepare and submit a formal Challenge to the VOA following a successful Check stage, including reviewing valuation evidence, compiling supporting documentation, drafting representations, and liaising with the VOA as required to seek a fair and accurate rateable value determination in accordance with statutory procedures.
Simple Power BI question
Hi, in the attached power bi I have a table with the colums: - Date - Code - Duration - Outstanding - Valuation I want to show a visual (I think a Matrix) where I can see the columns Code (text) and Duration (shown with 1 decimal). Then I want a group Outstanding, then under that (in headers) the date from Timing[Timing], then the date minus 3 months, then again date minus 3 more months, then again date minus 3 more months (so you have 4 dates, showing 1st date of quarter of 4 following quarters). Outstandingamounts shown as mln (/1000000) with 1 decimal. After duration, just like Outstanding I want to see a group with Valuation with the same 4 dates (also in mln, 1 decimal) After duration, I like to see a group LTV with the same 4 dates. It should show Outstanding/Valuation as % with 1 decimal (so like 44,5%) Please see the attachment.
Python Dev for Dubai Real Estate Market Notifications
We’re a UAE‑based SaaS startup building a wealth management platform for real estate investors (off‑plan focused). We want to add market activity notifications: investors should be told when something interesting happens in the community/project where their property is located (e.g. new listings, price changes). This project is not a full valuation system. It’s a small, focused backend service. 1. What You’ll Build - Lightweight Web Scraper (DXBInteract or similar) - Python script/service that fetches recent listings for a small, configurable list of Dubai communities / unit types. - Capture at least: community/project name, unit type (e.g. 1BR), size (sqft), price, listing date, URL/ID. - Runs on a schedule (daily or weekly) – AWS Lambda + CloudWatch schedule is ideal. 2. Market Activity Detection - Store simple aggregates per (community, unit_type) like: -- active listing count, -- average price per sqft, min/max, etc. - Compare current vs previous snapshot and detect events such as: -- “new listings spike”, -- “average PSF up/down more than X%”. 3. Notification Feed (Backend Only) - Expose a simple interface (API / Lambda handler) that, given community_id + unit_type, returns recent “events” with ready‑to‑use messages, e.g.: -- “5 new 1BR listings in Downtown this week.” -- “Avg price/sqft in your community rose 4% vs last month.” - We will handle showing these per investor in our Bubble app. Tech & Requirements - Strong Python experience (web scraping with requests / BeautifulSoup or similar). - Experience deploying code on AWS Lambda (or comfortable learning quickly). - Basic data modelling: store snapshots and compute simple deltas. - Clean, well‑structured code and clear documentation. Nice to have: - Prior work with real‑estate data or market scrapers. - Experience with rate‑limiting, error handling, and respectful scraping practices. Payment Terms (Important) We do not accept proposals that request 100% of the budget as an upfront deposit. We work on a milestone / “no cure, no pay” style basis: payment is released only for working, demonstrable deliverables.
Continuous - Ad, boards, social media design
I'm looking for a designer that can create quickly, has a willing to understand our business, brand, goals & objectives. Someone who can be creative and basically doesn't need me to do it for them We have a real estate agency/ Estate Agency in the UK - The North East of England We convert almost all Valuations so our main goal is to drive more valuations Long term partnership. We have a full drive of our images and logos etc for marketing purposes. If you think you would be a good fit for us, please let us know. Budget is open to depending on your service. No copy and redesign. Fresh & Creative www.johnbuckestates.co.uk
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WordPress Website with WooCommerce + Paywall (Membership Area)
We are looking for an experienced WordPress developer to build a professional, English-language website for a new book titled “Principles of Corporate Valuation and Discounting.” The website will function not only as a small webshop (3–4 product variants), but also as a paid knowledge platform with a membership paywall. Our agency will provide design direction, content, hosting environment and project management. We are looking for a developer to handle the technical build, setup and configuration inside WordPress. The authors expect an international audience (practitioners + university students). The site must therefore be fast, secure, well-structured and easy to manage. Scope of Work 1. WordPress Setup - Fresh WordPress installation (English). - Theme setup (lightweight theme such as Astra, GeneratePress or preferred alternative). - Basic page structure creation: * Home * Shop with products (one per book variant) * About the Authors * Knowledge Access (paywalled) * Contact 2. WooCommerce Webshop (3–4 Products) - Install and configure WooCommerce. - Setup 3–4 book variants (hardcover, softcover, e-book, bundle). Product pages with: - Pricing - Cover images - Descriptions - SKU / attributes - Configure international shipping: - Integrate Stripe Payments (Dutch iDeal, Credit Card, SEPA, etc.). Test entire order & checkout flow. 3. Membership Paywall / Knowledge Base A key part of this project is the paid knowledge section, accessible only after payment. Required: - Install and configure a membership/paywall Setup: - 1 paid membership level (“Knowledge Access”) - Automatic account creation after payment - Automatic access emails - Access restrictions for specific pages & downloads - Knowledge base content will be standard WordPress pages or posts. Users must be able to: - Buy the membership through checkout - Receive login credentials automatically - Access restricted pages/downloads immediately 4. Downloads Section - Secure downloads (PDFs or files) available only to members. - Prevent direct file access (no open URLs). - Simple layout for listing downloads/articles. 5. Performance & Security - Image compression, caching setup (via plugin or preferred method). - Basic hardening (security plugin, login protection). 6. Kotobee Integration - Authors use Kotobee for e-book distribution. If Kotobee allows embedding or API access, we want: * Embed a sample chapter in the site (iframe or API). * Automatic access to the full e-book after purchase. Note: This depends entirely on Kotobee’s API. Please mention in your proposal whether you have experience with Kotobee or similar e-book systems. 7. Delivery & Handover - Test phase + debugging - Directly working on our hosting Required skills - Strong experience with WordPress + WooCommerce - Experience with membership/paywall plugins - Familiar with international payment gateways (Mollie or Stripe is a plus) - Ability to secure member-only content properly - Good communication in English - Clean, structured development approach Nice to have - Experience integrating third-party platforms (preferably Kotobee, or similar) - UI/UX awareness - Experience building fast, SEO-friendly WordPress websites Deliverables - Fully working WordPress website with webshop + membership paywall - Configured products, membership level, checkout and emails - Restricted access knowledge base - Kotobee integration Timing Start: as soon as possible Apply? Please include: - Portfolio or examples of WooCommerce websites - Portfolio/examples of membership/paywall sites - Statement about Kotobee experience (if any) - Your estimated project timeline
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Excel Dashboard Developer – Performance Tracker
Project Overview: I’m looking for an experienced Excel specialist to build an automated performance dashboard for my estate agency group. We have six Sales offices and six Lettings offices, and I want to track daily performance metrics from two data sources: 1. Call logs (exported from our phone system) 2. Reapit CRM reports (valuations, viewings, instructions, offers, sales agreed, exchanges, etc.) The aim is to have one Excel workbook that I can easily update each day by pasting in new data or refreshing Power Query connections. The dashboard should automatically show: • Individual Negotiator activity (calls, talk time, performance vs target) • Office-level summaries for each of the 12 branches • Department-level views (combined Sales and Lettings totals) • A simple front page with clear charts, slicers (Office / Negotiator / Date), and key KPIs. ⸻ What I Need: • Build an Excel-based dashboard with dynamic visuals and KPIs • Automate data refresh (via Power Query or macros) • Create clean dashboards for: • Individual negotiators • Each office (6 Sales, 6 Lettings) • Department summaries (Sales & Lettings) • Use a clean blue and white theme with easy navigation • Include a short guide or Loom video showing how to update the data daily ⸻ Skills Required: • Advanced Excel (Power Query, PivotTables, Dashboard Design) • Strong visual layout and performance reporting experience • Familiar with CRM or sales data structures (Reapit experience a plus) • VBA experience (nice to have but not essential)
UK Estate Agent or Surveyor
I need a certificate from a practicing UK surveyor, valuer or similar to be acceptable to HMLR with the following wording or similar for attach with a transfer document to land registry. Certificate of Value I certify that in my opinion, as a practising estate agent qualified to provide property valuations, the true value of the land comprised in Title Number ****** and being the subject of the transfer is £****, which is less than £6,000. Signed: ___________________ Name: ____________________ Position: __________________ Company: __________________ Professional membership (if any): __________________ Date: ____________________
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Commercial Business Rates Lead
Freelance Business Rates Lead – Remote (Bristol Portfolio) We are seeking an experienced freelance business rates specialist to manage and advise on our portfolio of properties. Key Responsibilities: • Act as lead contact for Bristol City Council, the Valuation Office Agency (VOA), and other bodies. • Identify and secure discounts, reliefs, and exemptions to reduce rates liabilities. • Provide a clear overview of liabilities and opportunities across multiple sites. • Deliver accurate reporting, forecasts, and strategic advice to directors. Requirements: • Proven track record in UK business rates and successful appeals. • Strong negotiation and communication skills with councils and the VOA. • Ability to manage multiple properties and deadlines. • Knowledge of the hospitality/events sector is a plus, but not essential. Engagement: Freelance contract (scope and hours flexible). Location: Remote (occasional site visit to Bristol if required).
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MyWork Payroll & Employee Portal App
We’re M25 Movers, a fast-growing London removals company (50+ staff), and we need a custom payroll & employee portal app. Google Sheets is not cutting it anymore. We want a mobile-first app where our movers and office staff can see: How much they’ve earned this month (live dashboard). Bonuses, deductions, advances (pending vs approved). Request tools (advance, bonus, leave, appeal deduction). Payslip download. Managers need to: Submit attendance. Add penalties/bonuses for their team. Admins need to: Approve/deny requests. Generate monthly payroll & payslips. Export payroll summary to Zoho Books (or at least CSV in Stage 1). Must-have for Stage 1 Zoho Creator build (preferred) OR low-code alternative (Glide, Bubble, Flutterflow) with Zoho Books export. Employee, Manager, Admin roles. Audit trail (every change logged). Clean, mobile-friendly UI. Nice-to-have for later stages (design with expansion in mind) Performance & valuation tracking. HR documents (contracts, SOPs). Notifications. Deliverables Functional Stage 1 app (Zoho Creator or low-code). Employee, Manager, Admin dashboards. Payslip generation & export. Documentation (how to use/manage). ⚡ We’re not looking for a spreadsheet with lipstick. We want an actual app — an employee portal that becomes part of daily life at M25. If you’ve built payroll/HR apps before, especially on Zoho Creator, let’s talk. The budget is not set yet.
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IP valuation of intangible assets for purposes of HMRC
Looking for a qualified accountant, IP valuer, or tax advisor to provide a fair market valuation of limited intangible assets, including a brand name (unregistered), website domain, social media accounts (Instagram & TikTok), and unprotected product designs. The valuation is for internal tax compliance and documentation purposes only — not for litigation or fundraising. The purpose is for HMRC - for the transfer of assets from UK company to HK company
Telesales for estate agent
Seeking a telesales professional to contact homeowners in London and schedule appointments for free property valuations. Ideally, the candidate should have telesales experience, particularly in the property sector, and be able to close appointments effectively. Initially, I would require 10 hours per month, with the potential to increase hours as needed. I'm flexible with the times you call; I just need assistance in booking appointments within the London area. Must have a London calling telephone number 0208
PHP Knowledge For Quick Edit
https://onlinecarvaluation.co.uk/car-details-form/ - I need to add a drop down on this form that says; Heading - Why are you getting a valuation today? Dropdowns - I'm looking to sell ASAP, I'm comparing prices before selling, I'm considering selling in the future, I'm curious but not considering selling, Other
Static Caravan Sales & Purchasing Representative
We are one of leading buyers and sellers in the UK static caravan industry and we are looking for a motivated and experienced professional to join our growing team. This role is ideal for a driven individual with knowledge of the static caravan or holiday park sector, who is confident working independently and enjoys both buying and selling within a fast-paced environment. Key Reponsibilities: * Source and purchase static caravans across the UK, negotiating best value deals. * Handle the sale and resale of static caravans to both trade and private buyers. * Maintain and grow a network of park operators, suppliers and industry contacts. * Conduct valuations and inspections of static caravans on-site or remotely. * Manage sale enquiries and follow up with potential customers professionally. * Ensure accurate and timely completion of all sales documentation and compliance checks. * Report directly to the company director with weekly updates on progess, sales activity and targets. * Maintain awareness of market trends and competitor activity. Requirements: * Proven experience in the static caravan, leisure or holiday park industry. * Strong negotiation and interpersonal skills. * Self-motivated and able to work independently with minimal supervision. * Excellent communication and organisational skills. * Full UK driving licence and willingness to travel nationwide. * Ability to manage a flexible schedule, including occasional weekend availablity. Benefits: * Flexible working arrnagement (location not fixed). * Opportunity to work with a well-established leader in the industry. * Perfomance-based commission structure. * Company vehicle or mileage allowance (depending on contract). Job Types: Contract
Seek assistance with establishing a new company in India
I seek assistance with establishing a new company in India that has received an early-stage investment. Tasks include drafting the investment term sheet and reviewing valuation, equity, and conditions post-Memorandum of Understanding. Additional responsibilities encompass managing all official registration documents such as Certificate of Incorporation, Permanent Account Number, Memorandum and Articles of Association and directors' details. Crafting a comprehensive Shareholders' Agreement defining shareholder rights, structure, control and exit mechanisms is required. Securing the Foreign Inward Remittance Certificate upon fund transfer to India and drafting the formal board resolution authorizing the investment and share allotment must also be completed. Issuing an official share certificate confirming ownership is another deliverable. Experience providing full legal and administrative support for company formation and investment processing is preferred.