Pénzügyi Elemzés Jobs

Full-Time Bilingual Property Management Accountant / Virtual Assistant Remote Position | Full-Time | $500 USD per Month We are a growing U.S.-based property management company managing 60+ rental properties. Our portfolio includes short-term, mid-term, long-term, and room rentals. We are looking for a full-time Bilingual Accountant / Accounting Virtual Assistant who can take ownership of the day-to-day accounting and financial reporting for our portfolio. This is not simply a data-entry position. We need someone with real accounting experience who understands financial statements, reconciliations, income and expense categorization, and property-level accounting. Schedule & Compensation * Full-time position * Approximately 40 hours per week * $500 USD per month * Long-term opportu...

I need a skilled programmer to develop a trading algorithm for FXCM. The algorithm will be used for scalping. Ideal skills and experience: - Expertise in FXCM platform - Proficiency in algorithm development - Strong understanding of scalping strategies - Experience in backtesting and optimization - Knowledge of risk management principles Please provide samples of previous work and relevant experience.

I have a single, well-defined accounting task that must comply with Australian standards and can only be handled by a locally accredited accountant (CA or CPA). Because this is a one-time project, I am looking for someone who can step in quickly, gather the necessary figures from me, verify their accuracy, and deliver the finished work in a format ready for submission to the ATO. When we start, I will provide all source documents—bank statements, invoices, prior returns and any supporting schedules—so you can work efficiently. Your responsibilities will be to confirm the numbers are complete, apply all relevant Australian tax and reporting rules, and prepare the final set of documents along with a brief summary explaining any key assumptions or adjustments you made. Once I rev...

I need a professional business viability letter to support my business license application in the service industry. The letter should convincingly outline the viability and sustainability of my business. Key Requirements: - Formal tone and structure - Clear articulation of business concept - Market analysis and potential demand - Financial projections and stability - Qualifications and experience in the industry Ideal Skills and Experience: - Strong business writing skills - Experience with business letters - Knowledge of the service industry - Background in business analysis or consultancy

I run several manufacturing companies in New Zealand and need a dependable admin partner who can keep our cash-flow data spotless while helping me stay on top of a busy inbox. You will work 10–15 hours each week inside Xero, Google Workspace, Slack and two in-house CRMs. The priority is end-to-end management of accounts payable and receivable. That means entering bills, reconciling payments, following up overdue invoices and preparing payment runs so I can authorise them quickly. General bookkeeping and light email triage come next, ensuring supplier statements, customer queries and internal requests are answered in clear, professional English. Deliverables each week: • Reconciliation of all supplier and customer invoices in Xero • Clear ageing report with notes o...

My credit reports show late-payment notations that never should have been attached to me because some of my personal information is wrong. I need a professional who already understands the dispute process with the major bureaus and can move quickly to have those late payments deleted. Here’s the heart of the job: you will prepare and submit all documentation required to challenge the late-payment entries, proving they relate to incorrect personal information rather than to any true delinquency on my part. You will also track responses, follow up within each bureau’s timeframe, and keep me updated so I always know what stage we are in. I will supply copies of my reports and any proof I have of the inaccuracy. You bring the strategy, the legally sound dispute letters, and the p...

I need a professional and easy-to-use **Excel Financial Database** for **Muhammad Waseem**. The database should be clean, modern, professional and simple to use. I should only need to enter my daily financial transactions, while Excel should automatically calculate balances, totals, summaries and graphs. The database should have **4 main pages/sheets**. -------------------------------------------------- PAGE 1 — FINANCIAL DASHBOARD Title: **Muhammad Waseem** **Personal Financial Management Dashboard** At the top, show: - Name: Muhammad Waseem - Year - Current Month - Professional dashboard header Main financial summary cards: 1. Total Credit / Income 2. Total Debit / Expenses 3. Opening Balance 4. Closing Balance 5. Total Money to Receive 6. Total Money to Pay 7. Total Savi...

I have a working Nifty 50 analyzer (Python/FastAPI, vanilla JS, Kite Connect), live on a Linux VPS. I need an experienced developer to add a professional, prop-desk-style AI analyst on top of it. Core deliverable: AI analyst engine OI analysis: option chain OI and change in OI, long/short buildup and unwinding, PCR, max pain, support/resistance from OI walls, and strike-wise OI-inflow heatmap bars in the option chain. CVD / order flow: cumulative volume delta and delta divergence on Nifty futures, built from Kite tick/depth data (index has no real volume), with session and rolling views. Technical analysis: multi-timeframe trend, VWAP, key levels, market structure, and volatility regime (IV/ATR). News integration: a news API feed (TrueData or similar), tagged by impact and sentiment, feedi...

I'm seeking a financial specialist to help streamline several key areas in my accounting. The primary focus will be on modifying existing accounts in the Chart of Accounts. Additionally, I need assistance with Accounts Receivable, specifically Invoicing and Billing, and Reconciliation. Key Tasks: - Modify existing accounts in the Chart of Accounts - Manage Invoicing and Billing for Accounts Receivable - Reconcile accounts to ensure accuracy Ideal Skills and Experience: - Strong accounting background - Experience with Chart of Accounts modification - Proficiency in Invoicing, Billing, and Reconciliation - Attention to detail and accuracy - Familiarity with accounting software and tools Please provide examples of similar work done and ensure you have the necessary skills to complete ...

Accounts Payable Freelancer Required We are looking for an experienced Accounts Payable (AP) Freelancer to handle our day-to-day accounts payable activities remotely. Responsibilities - Receive, review, and enter supplier/vendor invoices - Verify invoices against purchase orders and supporting documents - Categorize expenses correctly - Maintain vendor accounts and records - Reconcile vendor statements - Identify and resolve invoice discrepancies - Track outstanding invoices and AP aging - Prepare payment schedules - Record payments accurately - Identify duplicate or incorrect invoices - Assist with month-end AP closing - Reconcile AP records with the general ledger - Maintain proper documentation for all transactions - Prepare regular AP reports - Communicate with vendors regarding inv...

Need to create the automated Trading system using the attached startegy..

I have several Excel workbooks tracking my business’s income and expenses, each in a slightly different format. The goal is to bring everything together into one clean, well-structured master file that lets me see the full picture at a glance—no more hunting through separate sheets. Here’s what I need: • Import every income-and-expense line from the existing Excel files. • Standardise column headers, date formats, and categories so the data is consistent. • Build a single consolidated sheet (or pivot-ready table) that I can filter by month, category, or account. • Include formulas or a simple dashboard to show total income, total expenses, and net position. The source files are all standard .xlsx, so Power Query, VBA, or even straightforward fo...

Saya mewakili sekelompok masyarakat berpenghasilan rendah yang ingin meningkatkan kesejahteraan melalui bimbingan keuangan. Fokus kami adalah investasi sederhana, khususnya di saham. Kami membutuhkan pendampingan langkah-demi-langkah yang: • Menjelaskan konsep dasar pasar saham dan risiko dengan bahasa awam. • Membimbing kami memilih sekuritas yang legal, membuka rekening, serta melakukan transaksi pertama. • Menyusun strategi investasi bertahap dengan modal kecil—termasuk cara mengalokasikan dana bulanan secara disiplin. • Memberikan contoh portofolio pemula dan cara memantau kinerja tanpa stres. • Menyediakan rangkuman tertulis beserta daftar sumber belajar gratis agar kami dapat mandiri setelah sesi berakhir. Format bimbingan bisa berupa pertemua...

I need a clear, well-structured costing sheet in Microsoft Excel that lets me calculate every expense that goes into a tour package here at our DMC in Muscat, Oman. The workbook has to capture the full range of cost elements I deal with every day—accommodation, transportation, meals, guide charges, plus any third-party or other outsourced services—while still being easy enough for the reservations team to update quickly. Key points I want built in: • Separate input areas for each cost component with automatic subtotals • A consolidated summary that rolls everything into a single “tour cost” figure • Space for markups or margins so I can see net versus sell price at a glance • Currency flexibility (our suppliers bill in both OMR and USD) ...

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I need a robust, fully-linked 3-statement financial model constructed in Excel that rolls the income statement, balance sheet and cash-flow statement together seamlessly. The file should be assumption-driven, easy to audit and flexible enough for scenario and sensitivity analysis down the line. Here’s how I picture the workflow: • You and I agree on the key operating drivers and layout before you start building. • You create a clear inputs sheet, a calculations engine and neat, presentation-ready outputs. • All statements must reconcile and feed off a single set of assumptions, with checks so any imbalance is flagged instantly. • Please include common schedules—depreciation, working-capital, debt and equity—so that the model can accommodate fut...

Our Odoo Enterprise instance at Damas Energy Services LTD is live but only the Accounting module was carried forward. I now need someone to pick up the project, finish the configuration, and make sure the platform is production-ready. Current state • Odoo Enterprise is installed and running. • Only the Accounting app is in use. • Several third-party integrations are already connected (bank feed, payment gateway and a shipping insurer’s API). They must stay intact. Key tasks 1. Financial reports – design and verify the full set of statutory and management reports (P&L, balance sheet, cash-flow, aged payables/receivables). 2. Bank reconciliation – automate daily import, matching and reconciliation for two local currency accounts and one USD ac...

I require an experienced Australian registered tax agent (RATA) to take an already-prepared multi-year tax matter through lodgement, voluntary disclosure, ATO liaison, remission and resolution. QBO has been reconciled. BAS schedules, tax modelling and supporting workpapers are complete. This is not a bookkeeping or discovery engagement. The engagement is approximately 10% review/lodgement and 90% ATO resolution and representation. Scope includes: - Review and confirm the proposed multi-year tax treatment - Lodge drafted FY22–FY26 CTRs, BAS and personal returns - Historical director-fee PAYGW/STP/SGC remediation - Division 7A / shareholder loan remediation, including 109N/109RB where applicable - Voluntary disclosure strategy - ATO representation and correspondence - GIC/penalty re...

I'm seeking an experienced bookkeeper for my grocery store. Key tasks include: - Daily transactions recording - Monthly financial statements Requirements: - Proficiency in QuickBooks - Prior experience with retail bookkeeping - Strong attention to detail - Reliable and organized Communication will be primarily via email.

I hold a final judgment against two Mississippi corporations and time is of the essence. I need a skilled enforcement-collections professional who can quickly uncover every bank account, real-estate holding, and investment the defendants control in the State of Mississippi, then document ownership so I can move to levy and record liens without delay. Not willing to pay anything upfront until Collections Starts this is Guaranteed payment as the defendants are in Contempt. Here is what I expect: • Comprehensive skip-trace of all corporate bank accounts statewide, including current balances when available • Full inventory of real estate—parcels, buildings, and undeveloped land—supported by property title searches that confirm legal ownership and highlight any existin...

Amazon FBA Bookkeeping & Profitability Analysis – First 50 Units I am looking for an experienced Amazon FBA bookkeeper/accountant to organize and analyze the financials of my first Amazon product launch. Background * I initially purchased 50 units and sent them to Amazon FBA. * All 50 units have now been sold. * I have already reordered 240 units. * Before continuing with the next order, I want to properly review the financial performance of the first 50 units and confirm whether the product is actually profitable. What I Need I need you to: 1. Organize all income and expenses related to the first 50 units. 2. Reconcile Amazon sales and payouts. 3. Account for: * Product purchasing cost * International shipping/freight * Customs/import costs, if applicable *...

I need help closing out a discounted invoice issued under Indosaku Official on behalf of Riza Dwi Hapsari. The discount has already been agreed; what remains is to arrange the final payment by bank transfer, double-check the figures and prepare a brief confirmation packet for our records. Here’s what I expect: • Re-calculate the net amount after the agreed discount and lay it out clearly (subtotal, discount, grand total). • Prepare the transfer instruction sheet with the correct beneficiary details so I can forward it to my bank. • Once the transfer is done, compile a concise confirmation that includes only the sender’s name, because that is the single item we need to show internally. • Forward the final confirmation PDF back to me and make sure every figur...

I need a sharp, investor-focused pitch deck alongside a fuller project report that I can share with external partners. The slide deck must quickly capture attention, walking potential investors through our market analysis, revenue model, and competitive advantage in a visually engaging, data-driven story. Think concise storytelling, clean infographics, and numbers that hold up under scrutiny. The companion report should expand on those same pillars for readers who want the deeper dive: methodology behind the market sizing, detailed financial projections, go-to-market roadmap, and any supporting research. Style-wise, the deck can be punchy and highly visual, while the report should read like a polished white paper—clear headings, executive summary, and references. Deliverables &bu...

Duration: 2–3 months Work arrangement: On-site at our office in Ghatkopar West, Mumbai About the assignment We are seeking a senior tax and accounting professional to conduct a thorough review of accounting entries for our Dubai clients from 1 January 2026 to the present. The entries have already been recorded; the assignment is to independently verify their accuracy, completeness, supporting documentation, and tax treatment. Scope of work - Review accounting entries and supporting documents for completeness and accuracy. - Trace invoices to the accounting records and identify any missing or unrecorded invoices. - Vouch transactions to source documents and verify that they are properly supported and classified. - Check for duplicate, incorrect, unusual, or potentially inappropriate...

Saya membutuhkan bantuan untuk mengelola data keuangan saya di Microsoft Excel sekaligus melakukan analisis mendalam atas data tersebut. File mentahnya sudah siap dalam beberapa sheet terpisah; isinya transaksi harian, saldo bank, dan rincian biaya operasional. Yang saya butuhkan: • Membersihkan dan menata ulang data agar konsisten (format tanggal, kategori, dan kode akun). • Membangun tabel pivot atau PivotTable yang memudahkan saya melihat ringkasan bulanan dan tahunan. • Menambahkan rumus dan fungsi relevan (SUMIF, VLOOKUP/XLOOKUP, INDEX-MATCH) untuk otomatisasi perhitungan. • Membuat analisis tren—misalnya arus kas, rasio pengeluaran terhadap pendapatan, serta variansi anggaran vs. realisasi. • Menyajikan temuan utama dalam sheet terpisah berisi insight ...

Running an interiors and digital-paintings studio means constant movement—supplier invoices for bespoke fittings, art-print royalties, project deposits, and an ever-changing payroll. My goal is to place all of that financial traffic under one meticulous set of eyes so I can stay focused on design and client work. I need complete coverage of three areas: general bookkeeping, management-level financial reporting, and a reliable payroll run. Everything happens inside Xero, so deep familiarity with that platform is essential; you may still tap Excel or even past QuickBooks know-how for analysis, but every journal and reconciliation must live in Xero when finished. Because our revenue streams come from both interior projects and digital artworks, prior experience in both niches is cruci...

I already collect market data inside DeepCharts and now want to translate it into reliable, threshold-based alerts through the Deep Pattern Builder. The first task is simple and well-defined: set up an automation that watches selected stock-price feeds and instantly notifies me whenever price, volume, or another configurable metric crosses a level I specify. You’ll work directly in my DeepCharts workspace, using the Pattern Builder to: • define the trigger conditions (price greater than / less than my thresholds) • choose the notification channel that Pattern Builder supports (in-app, email, or webhook) • test everything with live market data so false positives are eliminated I’ll provide the list of tickers and exact threshold numbers once we start. All ...

I need help with filing both federal and state taxes for my wife and me. Joint for the first time. We got the extension until 10/15. Income Sources: - Primary: Salary from employment - Additional: Investments - Also have a couple investment scams that I was trying to get a tax break from. My dad's CPA did this for him. Requirements: - Experience with both federal and state tax filings - Knowledgeable about tax implications of investment income - Attention to detail and accuracy is crucial

Project Title Arabic-Speaking Remote Finance & Administrative Support Specialist – Long-Term Monthly Position Project Description I am looking for a reliable, highly organized, and experienced Arabic-speaking Finance & Administrative Support Specialist to work with me remotely on a long-term monthly basis. This is not a one-time project and not a simple data-entry assignment. I am looking for someone who can become my daily remote support person, working with me consistently and handling ongoing financial, administrative, coordination, documentation, and follow-up activities. The selected freelancer should be available on a daily basis during Saudi Arabia working hours and should be comfortable receiving different tasks throughout the day, prioritizing them, following up...

I need a finance professional who can take my raw transactional data, organise it into a clean trial balance, and deliver a complete set of GAAP-compliant statements. The scope covers three reports—income statement, balance sheet, and cash flow statement—and I’ll rely on you for both the data compilation and the analytical commentary that highlights key trends and red-flags. What I will provide: • Source documents or an exported general ledger in Excel/CSV • Prior-period figures for comparison • Any specific chart-of-accounts mapping rules I already use What I expect back: • Draft and final versions of all three statements in Excel and PDF • A brief analysis memo (1-2 pages) that explains major variances, liquidity ratios, and profitabil...

I’m putting together a three-sheet Excel workbook to help me stay on top of my money and I’d like a specialist to build it cleanly so everything updates automatically. Sheet 1 – Income & Expenditure I want a straightforward table with separate columns for income and expenses. As I add rows, running totals and a net-balance field should refresh instantly. Simple drop-downs for date and category would be a bonus, but clarity and ease of data entry come first. Sheet 2 – Statistics Here I only need bar charts that pull from the first sheet and redraw themselves as new figures appear. At a glance I should be able to compare monthly totals and see trends. Sheet 3 – Budgeting (50/30/20) This sheet should apply the classic 50 % Needs, 30 % Wants, 20 % Sav...

أبحث عن محاسب يعمل عن بُعد ليتولى مسك الدفاتر الخاص بشركتي الصغيرة بشكل دوري عبر QuickBooks. المطلوب هو تسجيل وتصنيف جميع العمليات اليومية وإغلاقها في نهاية كل شهر حتى أتمكن من استخراج تقارير دقيقة وقت الحاجة. الدفاتر التي سأعتمد عليك في إدارتها هي: • ‎دفتر المبيعات • ‎دفتر النفقات • ‎دفتر الرواتب أوفر لك وصولاً كاملاً إلى نسخة QuickBooks Online الخاصة بالشركة مع صلاحيات الإدخال والمراجعة. أتوقع متابعة مستمرة لتنظيم الفواتير والإيصالات، مواءمتها مع الكشوف البنكية، ثم رفع التقارير الشهرية الأساسية (Profit & Loss، Balance Sheet، Cash Flow) في موعد أقصاه اليوم الخامس من كل شهر. نجاح المهمة يُقاس بالالتزام بالمواعيد، دقة القيود، وسهولة تتبّع العمليات عند المراجعة الضريبية أو عند طلب أي تقرير مفصَّل. إذا كنت مُلِمًّا بميزات QuickBooks المتقدمة مثل إعداد ق...

Saya ingin menjadwalkan sesi konsultasi satu-per-satu untuk memperdalam pemahaman saya tentang investasi saham, dengan fokus utama pada pemilihan saham yang tepat sesuai profil risiko dan tujuan keuangan saya. Ruang lingkup yang saya butuhkan: • Sesi video call berdurasi ±60–90 menit untuk membahas metodologi screening, kriteria fundamental maupun teknikal, serta cara membaca laporan keuangan singkat. • Contoh portofolio atau watch-list awal yang disesuaikan dengan sektor dan kapitalisasi pasar yang saya minati. • Ringkasan tertulis setelah sesi berisi poin-poin utama, metrik kunci yang harus saya perhatikan, dan langkah lanjutan yang direkomendasikan. Saya lebih nyaman belajar melalui konsultasi pribadi, tetapi terbuka jika Anda ingin melengkapi dis...

I need a polished, dynamic financial workbook that will impress Australian venture capitalists and help me secure funding. The model must handle budgeting and forecasting, drill into financial-statement analysis, and keep a close eye on cash-flow management so I can show exactly how much runway we have and when we hit break-even. You’ll start with an editable assumptions tab and build out three- to five-year monthly projections that flow automatically into the profit & loss, balance sheet, and cash-flow statement. Because the primary goal is to attract investors, I also want clear KPI dashboards—burn rate, runway, CAC, LTV, EBITDA—and simple, investor-friendly charts that can drop straight into a pitch deck. Scenario toggles (base, conservative, aggressive) are essen...

I run a sole proprietorship and keep everything inside Xero, but I need a professional touch before filing season and while planning the year ahead. The immediate priority is accurate tax preparation: making sure every transaction is coded correctly, all deductions are captured, and the final return is ready for submission without surprises. Beyond that, I want actionable financial analysis—insights drawn from my Xero data that show where cash is really going, which products or services are the most profitable, and what steps I can take to strengthen margins over the next quarter. Deliverables I’m looking for: • A finalized, compliant tax return based on the current fiscal year’s Xero ledger • A concise financial analysis report (key ratios, trend commentary,...

I’m preparing to meet with potential investors and I need a concise, visually engaging slide deck that radiates credibility from the very first slide. The single, overriding goal is to build brand trust; every chart, image, and line of copy should reinforce that we are a reliable, forward-thinking company. The audience is experienced investors, so the narrative has to speak their language: clear numbers, sharp insights, and an obvious path to attractive returns. I want the presentation to spotlight our strongest asset—financial growth potential—without drowning viewers in unnecessary detail. Think tight storytelling supported by clean data visualisation rather than a wall of spreadsheets. You’ll have creative freedom over the look and feel, yet the flow must c...

The toxic mold exposure I suffered in 2025 up-ended my finances, health, and career. I now have to quantify every loss and build a solid legal package for two related matters—the primary mold claim and a potential Superior Court action against my former landlord. I’m looking for someone who understands both bookkeeping principles and basic law-clerk workflow so we can move quickly from raw paperwork to a courtroom-ready file. Scope of work You will turn a large box of receipts, medical statements, emails, videos, and tenancy records into a clear, defensible narrative. That includes: • Documenting personal losses—cataloguing damaged possessions, relocation costs, lost income, and other out-of-pocket expenses. • Calculating financial damages—using spre...

I’m looking for a qualified Chartered Accountant to step in and handle my accounting requirements over the next few weeks. I’ll go over the exact scope once we connect, but it will fall squarely within the standard remit of a practising CA—think year-end figures, compliance checks, and clear guidance on the numbers that matter. Turnaround is important to me; I’d like everything wrapped up within a month. When you reply, please point me to past work that shows you’ve handled similar engagements successfully. That track record will help me move quickly when choosing the right professional. I’m ready to get started as soon as I find the right fit, so feel free to ask any clarifying questions up front.

I have it partially written out. Need some idea's. Sec compliance. Just need Mock up for investor start up. I need a clear, investor-ready study of our corporate cashflow that speaks both to outside investors and to the farmers who run day-to-day operations. The focus is on how investment returns flow through a portfolio of agricultural projects, so every figure must tie back to real farm performance and projected yields rather than generic industry ratios. You will work with the raw transaction data I provide—bank statements, input invoices, crop yield reports and existing pro-forma sheets—and turn it into a clean, auditable model. I want to see exactly where the money comes in, how it is allocated, and how surplus or shortfalls develop over time. A concise narrative ...

I am looking for a skilled developer to create an automated trading bot in EasyLanguage for TradeStation. The bot should operate in the forex market and execute trading strategies that I will provide. Ideal candidates should have experience in writing EasyLanguage scripts, automated trading systems, and familiarity with TradeStation's platform. Expertise in forex market analysis and strategy implementation is also crucial.i will provide the BOT just need to transfer it to easy language

I need a senior-level management accountant on-site at my small hotel in Africa. Key Responsibilities: - Inventory management and control. - Overseeing purchases and expenses. - Daily financial reporting. Ideal Skills and Experience: - Extensive experience in management accounting. - Strong inventory management skills. - Proficiency in general accounting software. - Ability to provide accurate daily financial reports.

Accounting Tally Prime Interaction with customers Stock counting

I have a set of accounting sales figures that I need explored in depth. The goal is purely descriptive: summarising what has happened rather than forecasting or optimising. Using Excel—nothing else—you’ll clean and structure the raw sales data, build the necessary pivot tables, and generate clear charts that highlight trends, seasonality, and any standout variances. The final workbook should let any stakeholder slice the information quickly by product line, region, and period, while a brief narrative summary (one or two pages) explains the key findings in plain language. If this sounds straightforward to you and you have a knack for telling the story behind the numbers, I look forward to seeing how you can turn my sales data into an intuitive, insight-rich report.

I'm seeking an expert to help secure funding and investment for a solar farm and dairy farm project in northeast Arkansas. Key tasks include: - Identifying and connecting with potential investors - Creating compelling investment proposals - Assisting in securing necessary funds Ideal skills and experience: - Background in agricultural finance - Strong network of investors - Experience in investment proposal development Looking forward to your expertise in making this project a reality. I have company in Ohio designing the farm. I believe finding the right land to purchase to put solar panels up to shade the cows but still rotate to allow sun to hit the ground you can still have cows grazing and sun generating money. Make 2 incomes on one ground . Need start up money

I need an experienced banking or payments specialist to help me trace and stop a string of unfamiliar, recurring debits that have begun hitting my Wells Fargo Visa business card. The card’s normal purpose is straightforward—receiving operating-capital credits from customer invoice deposits and the occasional international segregated transfer—so these new charges stand out. Here’s what I’d like from you: • A clear audit of the statement data I’ll provide (CSV or PDF) that isolates every recurring debit I did not authorise. • An explanation of how each of those charges is initiated (merchant category, network descriptor, or subscription platform) so I understand the root cause. • Step-by-step guidance on disputing or reversing the tra...

I have a stack of raw financial records that need to be transferred into Excel and transformed into clear, accurate monthly summaries. I will supply the source documents—mostly PDF bank statements and expense receipts—and I’m looking for a clean, well-structured workbook that lets me see each month’s totals at a glance. Here’s what I need from you: • Enter every transaction exactly as it appears, double-checking dates, descriptions, and amounts for accuracy. • Create a separate sheet (or clearly labelled section) for each month, then roll those figures into a concise summary tab that shows income, expenses, and net. • Add basic checks—simple formulas or pivot tables are fine—to flag any obvious data entry errors. • Keep ...

I need a clear, data-driven picture of how my business is really performing. All bookkeeping is already up to date in Excel and QuickBooks; what I lack is an expert eye to turn those raw numbers into insight. Your task is to dig into the financials, run the appropriate ratios and trend comparisons, flag red-or-green indicators, and translate everything into a concise report that management can act on right away. Please include: • A written analysis (PDF) covering liquidity, profitability, cash-flow health, and any other metrics you deem relevant • Visual summaries—charts or dashboards—that highlight the story behind the numbers • Action-oriented recommendations backed by the data you uncover I’m happy to supply prior-year statements, current trial ...

I coordinate back-office operations for several investment firms and the volume of raw transaction files is outpacing my in-house capacity. What I need now is extra help keeping their shared fund database both accurate and insightful. Your day-to-day work centres on two areas: first, precise data input and validation; second, turning that freshly cleaned data into concise analytical snapshots the portfolio teams can act on. Source files arrive in mixed formats—CSV exports, Excel sheets, sometimes direct SQL dumps—so confidence with spreadsheet functions, basic SQL or Google Sheets queries, and a sharp eye for anomalies is essential. Deliverables • Daily batches of validated fund entries uploaded to the master database • A brief discrepancy log noting corrections o...

I need an experienced QuickBooks bookkeeper to bring my records fully up to date. The task is straightforward: reconcile bank transactions only, across two active operating accounts plus one savings account, covering the last four to six months. You will be granted secure, limited-time access to my QuickBooks Online file as soon as we agree on a start date. Statements for each month are already downloaded as PDFs, so you can match every entry against the bank feed without delays. Once the work is finished, I expect each account to show a $0.00 reconciliation difference and for all historical discrepancies—if any—to be clearly identified and explained in a short note. Deliverables • Reconciled QuickBooks records for the three bank accounts, April through September (...

We run a small sign-making company that brings in roughly $25,000 each month. All day-to-day entries, invoicing, and reconciliations are handled internally, but as we approach our fiscal year-end I want a fresh set of eyes on the books. What I’m after is straightforward: a professional general-bookkeeping review that zeroes in on the accuracy of our balance sheet. I’ll provide you with the current QuickBooks file, bank statements, and supporting documents; you verify that every asset, liability, and equity account is clean, properly classified, and backed by documentation. Deliverables • Corrected balance-sheet trial with any adjusting journal entries • One-page summary confirming the review scope and outcome Please double check at all entries that we ha...