Pénzügy Jobs

Remote Xero Bookkeeping and Finance Ops Support. Ireland Based Businesses Background and objective I operate a small company using Xero. I want to outsource day to day bookkeeping operations internationally to a reliable contractor who can work to strict checklists and deadlines. The output must keep Xero clean, reconciled, VAT ready, and year end ready for an Irish accountant if needed. Systems and tools Xero is the accounting system. Bank feeds are enabled. Payroll is run in a separate payroll package and is mostly automated. Work will be coordinated via email and a shared folder or similar. Volume and complexity Average 20 purchase invoices per month. Sales invoices are raised by me. You will not be creating sales invoices. Purchases are entered by you. Low complexity trading busines...

Project: Review & Finalisation of SFC Business & Risk Management Questionnaire (BRMQ) Overview I require an experienced compliance professional with Hong Kong SFC regulatory expertise to review and finalise my firm’s Business & Risk Management Questionnaire (BRMQ) prior to submission. Draft responses and supporting financial figures are already prepared; the task is focused on regulatory alignment, clarity, and completeness rather than initial drafting. Scope of Work Conduct a structured review of all BRMQ sections via shared document and/or short coordination calls. Identify gaps, inconsistencies, or areas lacking sufficient regulatory detail. Rewrite or refine responses to ensure professional compliance language and alignment with current SFC expectations. Cross-check a...

I need assistance to elevate my financial readiness assignment from merit to distinction level. The assignment is cantered on Financial Readiness for MBA. Requirements: - In-depth knowledge of financial concepts, particularly in the context of MBA readiness. - Exceptional analytical and writing skills. - Experience in improving academic coursework to higher grades. Ideal Skills and Experience: - Background in finance or related fields. - Proven track record in academic writing and problem-solving. - Ability to provide constructive feedback and enhance existing content. Most importantly; how to elevate the work from low medium merit to 80-85%

I’m putting together a 90-minute, live online workshop focused on artificial intelligence and I want to bring in fresh, real-world perspectives from American corporations. I’m looking for exactly one professional from each of the following domains: Finance and Technology. Your role is simple: join the session, take part in the discussion on AI agents, and share how your company is exploring or hopes to explore this space. Marketing colleagues could listen in another round, but for this one I’m limiting the seats so each voice carries weight. To secure your spot, please send: • Your full name and corporate email address • Your current title and the domain you represent (Finance or Technology) • A brief note on any exposure you already have to AI ...

I need assistance preparing documents for a Chapter 13 cram down, specifically the manufactured home valuation. Required documents: - Manufactured Home Valuation Valuation report should include: - Full appraisal - Market analysis - Comparative market analysis Ideal skills and experience: - Knowledge of Chapter 13 bankruptcy - Experience with legal document preparation - Expertise in manufactured home valuation - Familiarity with appraisal and market analysis techniques

I'm seeking a tax accountant with specialized knowledge in the agricultural sector, particularly in crops, livestock, dairy, and greenhouses. Key Requirements: - Expertise in agricultural tax regulations and incentives - In-depth knowledge of financial aspects related to crops, livestock, dairy, and greenhouse operations - Ability to provide tax planning and compliance services tailored to the ag industry - Experience with agricultural clients and understanding of their unique financial challenges Ideal Skills: - Certified Public Accountant (CPA) with agricultural tax experience - Strong analytical skills and attention to detail - Excellent communication skills for client consultations - Proficiency in accounting software and tax preparation tools Please provide your resume and a b...

We would be providing the content to you, we focus on strictly guest posts, I need high quality sites frequently. Right now I am specifically in need of Business, Finance, Law related sites. The requirements are as follows: 2000 ish traffic SEMrush 2000 ish traffic Ahrefs 30 Domain Rating Ahrefs 8 Minimum Trust Flow Please share the guest post sites in proposal to be considered irrelevant proposals will be ignored

I need a licensed CPA firm in Tennessee to perform a formal review of our current balance sheet so I can submit it with my contractor-license application. The statement must reflect our present financial position, meet state licensing board requirements, and be issued on your letterhead with the standard review report wording. You will receive the latest trial balance, general ledger, and supporting schedules the same day we start. I’m ready to answer any follow-up questions quickly so the engagement can be completed without delays. Deliverable: • A CPA-reviewed balance sheet dated as of the current period, accompanied by your signed review report in PDF format. Please confirm your credentials and estimated turnaround time when you reply.

I want to scale my crypto-focused Twitter profile by attracting a steady stream of real, relevant followers through 100 % organic methods. No paid ads, no bots—just solid strategy and consistent execution. Here’s what I need you to handle: • Engage daily with high-value conversations: reply thoughtfully to influencers, jump into trending spaces, and spark dialogue that pulls new eyes to the profile. • Research and rotate trending crypto hashtags every week so each tweet reaches beyond my existing circle. • Track progress in Twitter Analytics and deliver a concise weekly report showing follower growth, engagement rate, and top-performing content. Success for me means consistent week-over-week gains and an account that feels active, credible, and worth following...

Kami mencari freelancer yang dapat menghasilkan deliverables berikut: laporan akhir proyek yang komprehensif, output teknis sesuai spesifikasi, dokumentasi pendukung, presentasi hasil, dan rekomendasi tindak lanjut jika diperlukan. Semua deliverables harus memenuhi standar kualitas tinggi dan memberikan manfaat nyata sesuai tujuan proyek.

I need a concise monthly financial review packaged into a polished PowerPoint deck-just one to three slides that an executive can grasp in seconds. The content centers on two data sets: revenue and expenses, calling out month over month and year over year performance. Because the slides go straight to our C-suite, the look must be professional and clean—balanced white space, consistent fonts, and restrained color accents that guide the eye without distracting from the numbers. Think clear headline, a key metric call-out, and a chart or two that tells the story at a glance. I’ll supply the raw figures in Excel; you translate them into visuals such as column or line charts, small trend indicators, and a brief takeaway sentence for context. If you can link the charts to the spre...

YOU MUST BE A CERTIFIED APPRAISER OR APPRAISAL company I need formal valuation reports for four separate businesses we own— I want the report to be income approach plus the value of the property combined. What I expect in every report • A clear asset/property appraisal coupled with an income-based analysis, woven into a single, defensible figure. • Supporting market evidence where relevant to show how the conclusion stacks up against comparable sales or earnings multiples. • A concise executive summary, detailed methodology, assumptions, and any sensitivity tables that help me explain the numbers to bankers and potential investors. I have evaluations with all the information for the properties. I’m trying to prove that my husband devalued all the busin...

I’m preparing early for the 2025 financial year of my Amazon online-arbitrage business and want a professional who can handle both financial reporting and tax preparation from start to finish. Experience with Amazon oa booking a must please explain what experience you have with this and Make sure first word of your proposal is banna so I know you read this .

I'm seeking an experienced retirement planner to guide me through the investment landscape and help secure my financial future. As a beginner, I need a professional who can simplify complex concepts and provide tailored advice. Key Areas of Assistance: - Investment Advice: Help me choose the right investment options. - Budgeting for Retirement: Create a sustainable budget. - Tax Planning: Optimize my tax strategies. - Estate Planning: Set up my estate plan. Ideal Skills and Experience: - Certified Financial Planner (CFP) or similar qualification. - Strong background in investment strategies. - Expertise in tax and estate planning. - Excellent communication skills to explain concepts clearly. - Experience working with beginners in retirement planning. Looking for someone who can pro...

I’m looking to appeal my divorce judgment.

Project Description I’m looking for an experienced freelance Chartered Accountant to assist me on an hourly, ad-hoc basis with financial modelling and financial planning tasks. This is support for my own finance-related work and requires someone comfortable working independently and delivering high-quality financial analysis. ⸻ Scope of Support Tasks may include: • Building and maintaining financial models (P&L, Balance Sheet, Cash Flow) • Assisting with cash flow forecasts and budgets • Forecast vs actual variance analysis • Reviewing financial performance and highlighting key issues • Providing written financial commentary and recommendations Work will be assigned as needed and scoped in advance. ⸻ Required Experience • Chartered Acco...

I am raising equity capital to take my XAU/USD trading concept from an early idea to a fully tested, data-driven strategy. The project is still in the startup stage, so 100 % of the funds will be channelled into research and development—market data subscriptions, quantitative back-testing, and the first live-trading pilot. I am open to structuring a straightforward equity stake for investors who can commit the required capital or for professionals who can introduce suitable investors and help formalise the deal. Clear, transparent terms, a realistic funding timetable, and a shared appetite for the gold-USD space are essential. Deliverables • A written investment proposal or term sheet that outlines the equity percentage, tranche amounts, and timeline • Confirmation of...

1- Task is to visit an institute physically and take atleast 10-15 geotagged photos of the name board of the institutes captured from outside the building and preferably inside too. Download app for geotagged pics from the link: 2- Get the verification forms filled, signed and stamped by the HR or relevant authority of these locations. 3- Get the details of verifier that is their name, designation, Department and Contact. 4- In case of refusal to fill form, take the written refusal statement with stamp or sign as a proof. If they don't give written, ask them that you want to record them saying their reason and take their details like name designation contact etc. If both isn't possible, just take their details like name of person whom you met, their designation, contact, or t...

Buscamos a alguien que pueda comenzar a las 10:00 (hora España), de lunes a viernes. Te proporcionamos un guion cifras y URLs. Tu trabajo es abrir cada enlace y comprobar que el dato está ahí (gráficos, titulares de noticieros...etc). Y si un enlace no funciona, buscar otro que confirme lo mismo y cambiar la URL en el guión. Duración: 1–1,5 h/día. Pago: 6,8USD/h. Se valora tener conocimientos/estudios en finanzas.

I'm looking for a comprehensive financial projections plan for my fashion startup. Key components needed: - Revenue Forecast: Project sales and income. - Expense Forecast: Detail all operating costs. - Profit and Loss Statement: Summarize expected profits and losses. Ideal skills and experience: - Expertise in financial modeling - Experience with startups, especially in fashion industry - Strong analytical skills - Ability to work without existing financial data

I’m heading into the final-round interview for an Investment Analyst – Risk Management position this Thursday. The role covers asset allocation and fund selection for two sovereign wealth funds, with full responsibility for Market, Credit, and Operational risk analysis. I have already cleared the first interview and the psychometric test; now I want to make sure my technical knowledge is watertight so I can stand out in front of the panel. Here’s what I need from you: • A focused, one-on-one technical review that drills into the risk frameworks I’ll be expected to discuss (VaR, stress testing, liquidity metrics, scenario analysis, downside-risk stats, counterparty exposure, and control processes). • Quick validation that my asset-allocation approach an...

Senior Marketing Strategist for US Tax Client Acquisition We are a tax services firm seeking a senior freelance marketing expert to design and execute a lead generation strategy focused on acquiring US-based tax clients (individuals and/or businesses). The goal is to build a consistent pipeline of qualified leads that convert into tax preparation, planning, or consulting clients. You must have proven experience marketing high-consideration, compliance-based services like tax, accounting, or financial advising. Core Objectives: Develop a tax-season-centric yet year-round marketing strategy. Target and acquire clients who need US tax preparation, tax planning, IRS issue resolution, or specialized tax services. Build trust and authority in a sensitive, competitive market. Key Responsib...

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I need a polished presentation that convinces potential investors of the financial upside in starting a sugarcane plantation. The slide deck should highlight how straightforward the crop is to grow—no specialised skills or expensive technology required—while backing that claim with solid numbers. Please focus the narrative on economic benefits and projections: start-up costs, expected yields per hectare, processing or offtake options, and realistic ROI timelines. Charts, simplified cash-flow models and any regional market data you can source will be critical. Visual clarity matters more than lengthy paragraphs, so use concise text, infographics and high-resolution images to keep attention on the figures. Deliverables • 15–20 slide investor deck in PowerPoint, Key...

I run a telecommunications company and need help navigating the maze of taxes that apply to our industry. The immediate focus is telecommunications‐specific compliance: identifying every federal, state, and local obligation, making sure our surcharge calculations are correct, and preparing the filings so we never miss a deadline. What I would like from you: • A clear review of our current processes and invoices to pinpoint exposure or over-collection. • A step-by-step compliance roadmap that tells me which forms go where, when, and with what supporting data. • Practical advice on maintaining documentation in case of an audit, plus recommendations for any software or tools that will keep us organised. If you also have experience with broader telecom issues—r...

Harga emas Antam baru saja menembus Rp2.954.000 per gram, dan lonjakan ini memicu pertanyaan kapan saat terbaik untuk melakukan buyback. Saya membutuhkan sebuah laporan prediksi harga emas di masa mendatang yang berfokus pada perkiraan pasar emas global. Ruang lingkup • Sajikan proyeksi harga emas untuk 6 bulan, 1 tahun, dan 3 tahun ke depan. • Gunakan analisis ekonomi global—seperti kebijakan suku bunga The Fed, inflasi AS, pergerakan USD, serta ketegangan geopolitik—sebagai sumber data utama. • Tautkan pendapat Anda dengan dinamika permintaan–penawaran emas fisik dan ETF agar prediksi lebih kontekstual bagi pasar Indonesia. Deliverable 1. Ringkasan eksekutif set- rangkuman satu halaman. 2. Laporan analitis 8–10 halaman berisi: • Me...

I’m putting together a series of finance-focused pieces and need a writer who can explain complex concepts in a clear, educational tone. Each article should be thoroughly researched, backed by reputable sources, and structured so a reader with limited background in finance can follow along without feeling overwhelmed. Here’s what matters to me: accuracy, logical flow, and a style that teaches rather than sells. Please cite data where appropriate, weave in real-world examples, and close with concise takeaways a reader can act on. I’ll provide the core topics and target keywords; you’ll supply engaging headlines, well-organized sub-headings, and polished, client-ready copy that requires minimal edits. If this sounds like the kind of writing you enjoy, send over a br...

Our financial year has closed and I now need a full set of UK-compliant accounts prepared for a small limited company. The trial balance, bank statements will be supplied in Excel, along with access to our cloud ledger (Xero). The deliverable must include: • Profit & Loss (FRS 102 section 1A or FRS 105, whichever fits once you review the numbers) • Balance Sheet with all statutory notes • Statement of Cash Flows • iXBRL tagging ready for Companies House and HMRC submission Please apply normal UK GAAP presentation, reconcile every balance back to the trial balance, and flag any ledger issues you spot so I can clear them quickly. A brief hand-over call at the end to walk me through the figures will complete the assignment. When you respond, focus on you...

I need an experienced QuickBooks hand to configure “jobs” (sub-customers/projects) inside my existing company file so I can pull a clean, one-page view of any individual job’s numbers. Right now everything sits under broad customer accounts, which makes it impossible to see revenue, expenses, and profitability per job at a glance. What I’d like you to do is hop into a screen-share, assess how the file is organised, and then: • create a sample job structure I can reuse • map the right income and cost accounts to it • turn on or fine-tune any preferences required for job costing • demonstrate how to generate the key report that isolates one job (Profit & Loss by Job or the closest equivalent in my version) Please record or docume...

I'm looking for an expert in Excel to create a detailed compensation analysis The model should help in compensation benchmarking analysis . Key requirements: - ability to add multiple surveys into the file and the ability to weight the different surveys different based off position. Built out for at least 3 survey sources - columns for 25th, 50th, and 75th percentiles for base pay, total cash, and long term incentives. Should also include bonus target as a %Ike and bonus actual as a $ value - Detailed compensation insights Ideal skills and experience: - Advanced Excel proficiency - Experience in modeling - Attention to detail - ability to

I need help keeping my sales tax obligations under control. On a recurring basis you will pull data directly from Tally Prime, reconcile it, prepare the complete sales-tax return, and file it on time in the correct jurisdiction. Please be comfortable navigating Tally Prime’s ledgers, inventory modules, and tax reports, because that is the only platform we use. Your core responsibility is sales-tax preparation and submission; general bookkeeping, financial reporting, and income or corporate tax are handled elsewhere, so you can stay laser-focused on this one area. Deliverables I expect each filing period: • Reconciled sales figures exported from Tally Prime • Completed sales-tax return ready for my review • Proof of successful e-filing and payment confirmation...

I need a concise monthly financial review packaged into a polished PowerPoint deck-just one to three slides that an executive can grasp in seconds. The content centers on two data sets: revenue and expenses, calling out month over month and year over year performance. Because the slides go straight to our C-suite, the look must be professional and clean—balanced white space, consistent fonts, and restrained color accents that guide the eye without distracting from the numbers. Think clear headline, a key metric call-out, and a chart or two that tells the story at a glance. I’ll supply the raw figures in Excel; you translate them into visuals such as column or line charts, small trend indicators, and a brief takeaway sentence for context. If you can link the charts to the spre...

I have all of my raw project data—capital costs, operating expenses, timelines and initial assumptions—but I need it shaped into a clear, compelling executive‐level narrative I can put in front of potential investors. The end product should let readers grasp the business case in minutes and feel confident about the numbers. Here is what I’m after: • Market analysis: a concise snapshot that validates demand and benchmarks competitors. • Revenue projections: three-to-five-year forecasts with key drivers explained, sensitivity shown where it matters, and figures that tie back to underlying cost structures. • Team overview: a brief yet persuasive section that highlights why our core people can deliver on the plan. I’ll supply all existing spreadshee...

I need a tax expert to help with my 2025 tax return for Canada and the Netherlands. Requirements: - Optimize tax obligations in both countries - Provide tax strategy for dual income - File returns for both countries Ideal skills and experience: - Expertise in Canadian and Dutch tax laws - Experience with individual tax returns - Strong tax planning and optimization skills Please read the attachment for further details.

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HI THERE GUYS I M LOOKING FOR A SIMPLE TO USE EXCEL DASHBOARD TO TRACK MY PERSONAL FINANCES BELOW THE LIST OF WHAT I NEED: - SUMMARY TAB: SHOWING NET WORK, DEBT vs EQUITY, LVR, GROWTH ( in trend chart) - BALANCE SHEET TAB: SHOWING A HIGH-LEVEL ASSET AND LIABILITIES - 4 PROPERTY TABS ( 1 FOR EACH PROPERTY): SHOWING LOAN AMOUNT, BALANCE, RENT etc.. - INVESTMENTS / PENSION CONTRIBUTION: SHOWING SOME FIGURES ABOUT MY INVESTMETNS AND RETIREMENT

I need a licensed U.S. tax professional to prepare and file this year’s federal and state returns for my single-state C -Corp. The company has no W-2 employees and all operational activity stays within one state, so payroll filings and multi-state apportionment are not required. Please handle the full process—from reviewing my bookkeeping reports and prior-year returns to preparing the current federal Form 1065 (or Schedule C if we confirm disregarded status), the accompanying K-1s if relevant, and the single-state return. I’ll supply organized financial statements, bank records, and any 1099-NEC issued to contractors. Once the drafts look good, I’d like e-filing completed and copies of all accepted filings returned to me for my records. Key deliverables: &b...

I’m ready to move capital into commercial real estate, yet I want a clear, data-driven roadmap before I commit. My goal is to understand which commercial sectors fit my risk tolerance, what returns I can realistically target, and how to structure the purchase (or partnership) so cash flow, tax treatment, and long-term appreciation are all optimized. Here’s what I need from you: • A concise market overview that highlights current trends and cap rates in retail, office, industrial, and mixed-use assets, with emphasis on secondary cities where entry prices are more attractive. • A side-by-side comparison of financing strategies—traditional bank debt, syndication, or REIT-style vehicles—showing likely leverage ratios, costs, and break-even points. &bu...

I’m currently working through a quantitative finance / financial engineering program and I’m looking for an experienced finance or quantitative professional to provide ongoing technical support and guidance. This is not a one-off task. I’m looking for someone who understands both financial theory and practical model implementation, and who can support me across multiple modelling problems and conceptual questions as the program progresses. Areas involved include: • Mean–variance portfolio optimisation • Risk-free assets and efficient frontiers • Volatility targeting and portfolio constraints • Excel Solver formulation and convergence issues • Asset pricing, portfolio risk, and returns • Interpretation and validation of quantitat...

We are hiring an experienced Excel financial modeling expert to develop a set of advanced financial Excel models for internal business use. The work requires strong financial logic, accuracy, and professional Excel structuring. This is not data entry or basic Excel work. Only apply if you have built serious financial models before. What You Will Develop You will build multiple Excel financial models, such as: Integrated financial models (Profit & Loss, Balance Sheet, Cash Flow) Budgeting and forecasting models Cash flow and runway models Unit economics models (LTV, CAC, break-even) Valuation and scenario analysis models Each model will be a complete, stand-alone Excel file. Deliverables (Per Model) Excel file (.xlsx) 5–10 structured worksheets Clear input and output sections...

I’m looking for someone who can guide me through completing individual tax returns for 2 x previous years - they are paper copies. My income is straightforward—regular salary and wages only—so there’s no investment, rental, or self-employment complexity to account for. I need help gathering the right figures, entering them accurately on the forms, and double-checking that everything is compliant before filing. If you’re comfortable walking me through the process have a way of preparing the forms directly, it would be great to hear from you. This is UK for HM Revenue and Customs.

I have a new startup ready to approach venture capitalists and I need a polished, investor-ready pitch deck that tells our story with clarity and impact. The single purpose of this deck is to secure funding, so every slide must guide a VC smoothly from the problem we solve, through our unique solution and market opportunity, and end with solid, credible financial projections. Here’s what I already know I need: • A concise “Problem & Solution” section that quickly convinces a VC this market pain is real and that our product truly fixes it. • Data-driven market analysis—sizing, segments, growth trends—visualised in a way that feels trustworthy, not overwhelming. • Five-year financial projections that balance ambition with realism, formatt...

I'm looking for an Excel expert to help with report generation, specifically financial reports. The task involves creating Excel sheets from provided data to generate financial reports. Ideal Skills and Experience: - Proficiency in Excel - Experience in financial report generation - Ability to work with large data sets - Knowledge of financial metrics and statements

Requirements Basic understanding of technical analysis (candlesticks, charts, trends, support–resistance, volume, indicators, etc.) You don’t need to be a professional trader, but you must understand the terms Strong writing skills with simple, easy-to-understand language AI can be used as a support tool, but copy-paste AI content is not acceptable Work Details You will be writing a full book All content direction, structure, and information will be provided Your role is to convert it into clear, readable, original content Visual Skills (Important) Familiarity with TradingView, Canva, or Figma Ability to create basic charts, candlestick visuals, and simple illustrations Payment Payment will be project-based, decided mutually before starting Apply with a short intr...

We intend to develop an on-premise software application for performing startup valuations, primarily using Discounted Cash Flow (DCF) and related valuation methodologies, and for generating professional valuation reports in DOCX format. The software will be used by finance professionals (Chartered Accountants, valuation analysts, investment advisors) and must support fast, accurate, and defensible valuation report generation with a strong emphasis on UI/UX, configurability, audit trail, and narrative consistency. The solution must be suitable for client-facing deliverables, internal reviews, and regulatory scrutiny. Ideal Skills and Experience: - Experience in developing financial software - Knowledge of startup valuation methodologies - Strong background in expense forecasting

1 Product & Inventory Management 1.1 Product Master Create, edit, and manage products Product categorization Product status (active/inactive) Mapping with brand, tax, and attributes 1.2 Brand Master Manage product brands Brand-wise reporting support Assign brands to products 1.3 Tax Master Define multiple tax structures Support percentage and fixed tax Tax mapping with products and transactions 1.4 Item Master Item-level inventory management SKU / item code handling Unit of measurement Opening stock and stock valuation 2 Supply Chain & Operations 2.1 Supplier Master Supplier creation and maintenance Contact, address, and tax details Supplier-wise purchase history 2.2 Trade Agreement Management Supplier-specific pricing agreements Validity period for agreemen...

I'm looking for a creative individual to produce engaging, faceless educational explainer videos for YouTube. The content will focus on finance, investment, and related topics. Key Requirements: - Create captivating, informative explainer videos - Topics include finance, investment, and more - Use engaging visuals and clear narration Ideal Skills and Experience: - Experience in video production and editing Animated. Explainers/ motion graphics, Screen recording /tutorials Voice over videos Slides, infographics Data visualisation - Strong understanding of finance and investment concepts - Excellent storytelling and communication skills - Ability to create engaging, faceless content

I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...

I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...

Our HOA Board representing 1400 homeowners needs an experienced forensic auditor to put fresh, objective eyes on our 2024 and 2025 financial activity. Our community is managed by an HOA Management Company, and all bookkeeping runs through Avid Strongroom. QUALIFICATIONS: CPA and verifiable Certified Fraud Examiner (CFE) or Certified Fraud Investigator (CFI) and perferred business located in Southern California, but will look at all applicants with verifiable credentials. Prefer candidate with strong HOA experience. Must submit copy of Verifiable Credentials plus at least 5 Testimonials from prior work. SCOPE: • Re-examine my preliminary audit of four vendor invoices pulled directly from Strongroom. Confirm every figure and supporting document I captured, and flag or correct anyth...