Accounting & finance work from home

Needing a person who is proactive and is good with sheets.

Skills: Bookkeeping, Data Entry, Microsoft Excel, Bank Reconciliation, Accounting Basics, Payroll Accounting

I'm looking for an experienced and detail-oriented lead generation expert to find high-quality leads for credit repair services. The ideal candidates should be males in the U.S., aged 25 and up, with credit scores between 400-625.

This is just a small sample size of 60 hot leads that I'm looking for. I'm trying out 4 other Upwork candidates to see who gets the best quality leads. Do your best and this will be consistent work for you with a higher pay for more leads!

Who We're Looking For:

✅ Someone experienced in lead generation, preferably in the financial or credit repair industry.
✅ A person who can find highly targeted leads based on specific life events.
✅ Someone who understands consumer data sources and lead verification techniques.
✅ A self-starter who can deliver accurate, high-quality leads.

Your Task:

Find and compile three different batches of 20 leads each that fit the following categories:

1️⃣ Recently Rejected for a Car Loan – Individuals who attempted to finance a vehicle but were denied due to poor credit.
2️⃣ Recently Declared Bankruptcy – Those who have recently filed for bankruptcy and need to rebuild their credit.
3️⃣ Recently Evicted from a House – Renters or homeowners who were recently evicted and need credit repair to secure future housing.

Lead Criteria:

Age: 25+

Gender: Male

Location: United States

Credit Score: 400-625

Verified Source: Leads should come from legitimate data sources, not just scraped or random contacts.

What I DON’T Want:

❌ Generic low-quality credit repair leads with no clear pain point.
❌ Leads that don’t match the specific life event criteria.
❌ Old or recycled leads that aren’t fresh and relevant.

Deliverables:

Three separate lists (20 leads each) categorized by rejection reason.

Details for each lead: Full name, age, location, credit score range, reason for rejection, and contact info (phone/email).

Source of the lead (how you found them).

If you have experience generating highly targeted, verified leads, apply now with a brief explanation of your lead generation process! Looking forward to working with you.



HERE'S SOME EXTRA HELP I FOUND ON WAYS TO FIND THESE LEADS:

Generating high-quality, targeted leads for credit repair services requires a strategic approach that leverages both data sources and lead verification techniques. Below are the best methods to find the specific leads you’re looking for:

1. Recently Rejected for a Car Loan
How to Find These Leads:

Auto Dealership & Financing Partners – Many dealerships keep records of rejected loan applications (with consent).

Credit Bureaus (Soft Inquiries) – Use data providers that track recent credit inquiries (e.g., Experian, TransUnion).

Online Loan Marketplaces – Platforms like LendingTree, Credit Karma, or MyAutoLoan.com may have opt-in leads.

FB/Google Ads Retargeting – Run ads targeting men who visited car loan pages but didn’t complete financing.

Lead Aggregators – Companies like LeadiQ, Jornaya, or Lead411 specialize in intent-based leads.

Verification:

Check for recent hard inquiries on credit reports (via data partners).

Use skip-tracing tools (e.g., TLOxp, BeenVerified) to confirm identity and contact info.

2. Recently Declared Bankruptcy
How to Find These Leads:

Public Bankruptcy Filings – PACER (U.S. federal court records) lists recent bankruptcy cases.

Credit Monitoring Services – Companies like LexisNexis Risk Solutions track bankruptcy filings.

Debt Relief & Bankruptcy Forums – Websites like Reddit (r/Bankruptcy), CreditBoards, or Avvo have active users.

FB Groups & Legal Aid Pages – Many bankruptcy filers seek advice in financial hardship groups.

Specialized Lead Providers – BankruptcyData.com, DebtLeadMarketplace.com sell verified leads.

Verification:

Cross-reference PACER records with contact databases.

Use batch phone/email validation tools (e.g., NeverBounce, Hunter.io).

3. Recently Evicted from a House
How to Find These Leads:

County Eviction Records – Many U.S. counties publish eviction filings online (e.g., RocketReach, CourthouseDirect.com).

Rental Platforms – Some landlords report evictions to tenant screening services (e.g., TransUnion SmartMove).

FB Housing Groups & Craigslist – Search for keywords like “evicted need apartment” or “bad credit housing help.”

HUD & Nonprofit Referrals – Government housing assistance programs may have leads needing credit repair.

Skip-Tracing Tools – Services like Accurint, Intelius can help track down evicted tenants.

Verification:

Check court records for recent eviction cases.

Use data enrichment tools (Clearbit, ZoomInfo) to confirm details.

Tools & Data Sources for Lead Generation
Tool/Service Use Case
Experian, TransUnion Credit score filters & recent inquiries
PACER.gov Bankruptcy filings
TLOxp, BeenVerified Skip-tracing & contact validation
LeadiQ, Jornaya Intent-based financial leads
Apollo.io, ZoomInfo B2C lead sourcing with filters
Reddit, FB Groups Organic lead hunting in niche communities

Skills: Lead Generation

Expensify is a team of generalists developing today's leading expense management tool. Maintaining our reputation as an innovative leader in the world of finance requires an incredibly reliable and secure system for processing financial transactions. Accordingly, we primarily leverage time-tested languages, but we're looking to unify our front-end across platforms. For this, we're leveraging React Native and are looking toward the community on Upwork to help solve a variety of problems, both big and small, related to this migration.

Please see the GitHub issue for full details: github.com/Expensify/App/issues/56978

Your Proposal:

- You *must* post a proposal for how you will fix this issue in the GitHub issue linked above.
- Your proposal should include a technical explanation of the changes you will make. You are not required to submit the final solution or code along with your proposal.
- Your proposal will be reviewed.
- If your proposal is accepted, you should post the proposal in Upwork and you will be hired for the job.
- AFTER your proposal is accepted in Upwork and you have accepted the offer, you may submit the code to implement your solution. To submit the code, go to the Expensify/App GitHub repo where you'll create a fork of our codebase. You'll create a branch on that fork, and when your code is ready for review, you'll create a pull request in our repository to merge your code into our codebase. Include screenshots and confirmation that you have tested the pull request on all platforms. Our engineers will review the code, and approve and merge when the code meets our requirements.

Please review our Contributor Guidelines before submitting a proposal - github.com/Expensify/App/blob/main/contributingGuides/CONTRIBUTING.md

**Important:** As documented in our CONTRIBUTING.md, payment amounts are variable, dependent on any regressions your work causes.

As a Virtual Executive Assistant to the CEO, you’ll play a mission-critical role. Beyond managing calendars and inboxes, you’ll lead and coordinate special projects, streamline operations, and ensure our CEO can focus on high-impact work. Your project management skills and customer-first mindset will be key to delivering results that ripple across the organization.

🔥 YOU’LL THRIVE IN THIS ROLE IF YOU:
✔ Are a natural project manager – You thrive in high-ownership roles and know how to lead initiatives from concept to completion.
✔ Obsess over the customer experience – You see every task through the lens of how it impacts those we serve.
✔ Love fast-paced collaboration – You enjoy working cross-functionally and finding smarter ways to get things done.
✔ Are tech-forward – You leverage tools and systems to make operations more efficient.

🧩 KEY RESPONSIBILITIES
Project & Executive Support
Lead strategic initiatives and special projects from planning to execution

Anticipate executive needs and ensure priorities are proactively managed

Coordinate meetings, events, and travel with thoughtful attention to detail

Communicate on behalf of leadership with internal and external stakeholders

Customer-Facing & Marketing Tasks
Support sales and marketing through CRM management, client follow-ups, and campaign coordination

Design client-facing presentations and materials (PowerPoint, Canva, Adobe)

Manage social media accounts and help craft messaging aligned with brand tone

Serve as an extension of our brand—professional, warm, and customer-first

Systems & Operations
Optimize workflows using automation tools and project tracking platforms

Own calendar management, file organization, task delegation, and cross-team updates

Manage financial admin tasks such as invoice tracking and QuickBooks entries

Set up systems that help executives and teams stay ahead of deadlines

🧠 WHO YOU ARE
✔ A Confident Project Manager – You take initiative, build timelines, and get things across the finish line
✔ Customer-Centric Communicator – You understand nuance and bring professionalism to every interaction
✔ Hyper-Organized & Self-Motivated – You manage your time and projects independently
✔ Tech-Savvy – You’ve worked with tools like Google Workspace, HubSpot, QuickBooks, and know your way around automation

✅ REQUIREMENTS
4+ years supporting executives, preferably in fast-paced, remote-first or tech environments

Demonstrated experience leading and coordinating projects independently

Proficiency in: Google Workspace, QuickBooks, and CRM systems (e.g., HubSpot)

Bachelor’s degree preferred (business, marketing, or related field)

Skills: Scheduling, Executive Support, Project Management, Communications

Expensify is a team of generalists developing today's leading expense management tool. Maintaining our reputation as an innovative leader in the world of finance requires an incredibly reliable and secure system for processing financial transactions. Accordingly, we primarily leverage time-tested languages, but we're looking to unify our front-end across platforms. For this, we're leveraging React Native and are looking toward the community on Upwork to help solve a variety of problems, both big and small, related to this migration.

Please see the GitHub issue for full details: github.com/Expensify/App/issues/58944

Your Proposal:

- You *must* post a proposal for how you will fix this issue in the GitHub issue linked above.
- Your proposal should include a technical explanation of the changes you will make. You are not required to submit the final solution or code along with your proposal.
- Your proposal will be reviewed.
- If your proposal is accepted, you should post the proposal in Upwork and you will be hired for the job.
- AFTER your proposal is accepted in Upwork and you have accepted the offer, you may submit the code to implement your solution. To submit the code, go to the Expensify/App GitHub repo where you'll create a fork of our codebase. You'll create a branch on that fork, and when your code is ready for review, you'll create a pull request in our repository to merge your code into our codebase. Include screenshots and confirmation that you have tested the pull request on all platforms. Our engineers will review the code, and approve and merge when the code meets our requirements.

Please review our Contributor Guidelines before submitting a proposal - github.com/Expensify/App/blob/main/contributingGuides/CONTRIBUTING.md

**Important:** As documented in our CONTRIBUTING.md, payment amounts are variable, dependent on any regressions your work causes.

We are seeking an expert bookkeeper to manage our billing and payment operations. The ideal candidate will have extensive experience with QuickBooks and payment processors like Stripe, Square, and PayPal. Your role will involve handling disputes and ensuring accurate financial records. If you have a proven track record in bookkeeping and can navigate payment challenges effectively, we want to hear from you. Strong attention to detail and excellent communication skills are essential.
US ONLY

Skills: Bookkeeping, Accounting, Data Entry, Accounting Basics, Bank Reconciliation

We are looking for a reliable freelancer to assist with bidding on auction items through hibid.com and shopgoodwill.com using our AWS Workspaces. The ideal candidate will be familiar with online bidding processes and have experience with AWS Workspaces. Your role will involve monitoring auction items, placing bids on our behalf, and ensuring compliance with auction rules. Attention to detail and timely execution are crucial for this task. If you have a background in online auctions and are tech-savvy, we would love to hear from you!

Skills: Microsoft Office, Data Entry, Communications, Light Bookkeeping, Bidding

We are seeking a skilled Bookkeeper/Accountant to assist our Accounting Director with month-end closing tasks, managing accounts payable, and overseeing transaction management. The ideal candidate will ensure accurate financial reporting and help maintain our financial integrity. If you have a keen eye for detail and a solid understanding of accounting principles, we would love to hear from you. This is an opportunity to work closely with our finance team and contribute to our overall financial health.

Here are some of the responsibilities of the role
1) Categorize transactions within Quickbooks to correct GL Accounts
2) Perform month-end bank reconciliations
3) Approve and classify credit card transactions in Divvy
4) Prepare and enter Payroll journal entries
5) Perform AR reconciliation monthly
6) Perform month end reconciliations of balance sheet accounts
7) Update expense accrual worksheets and enter journal entries into Quickbooks
8) Update Fixed Asset Listing each month
9) Prepare Depreciation and Amortization entries each month
10) Prepare and enter monthly allocation entries
11) Maintain Account Payable
a. Track incoming invoices and bills in Quickbooks
b. Prepare weekly cash disbursement
c. Ensure all utilities and recurring payments are on auto-pay
d. Ensure vendors get paid on time
12) Assist in month end review process as ad hoc tasks arise
13) Update weekly scorecard
14) Prepare monthly financial reports
a. P&L
b. Balance Sheet
c. Reconciliations
d. Cash Flow
15) Assist with ad hoc reporting requests

Requirements

*A Bachelor’s degree in Accounting or Finance preferred
• CPA certification (a plus but not always necessary).
• Experience in US GAAP/IFRS
* Must know tools like QuickBooks.
• A balance of strategic thinking and hands-on execution; not just someone who follows instructions but someone who takes initiative.
Accepted

Skills: Accounting, Bookkeeping, Intuit QuickBooks, Bank Reconciliation

We are seeking an experienced app developer to create a halal fintech application tailored for the global Muslim community. The app should facilitate secure and compliant money transfers, similar to Venmo, Cash App, or Zelle, while adhering to Islamic finance principles. The ideal candidate will have expertise in fintech solutions, mobile app development, and a deep understanding of halal financial practices. Collaboration with a UI/UX designer will also be essential to ensure a user-friendly and culturally sensitive interface.

Skills: JavaScript, Android, Graphic Design, Web Development, Smartphone

Seeking a freelancer to work on ad-hoc M&A Projects over the next 6 months. Our company completed our first acquisition in May 2024 and are looking to close additional acquisitions in 2025. We are looking for a flexible freelancer who will have scope to accommodate irregular schedules and needs.


Project Scope includes the following responsibilities:
• Running the diligence process (updating profiles, getting access, assessing what is in data room what is not, working with seller on the chase of missing documents, cross sharing, scheduling 1:1 with seller when needed).
• Getting an assessment of where we are in the diligence process (who is on schedule, ahead or behind)
• Preparing diligence materials/data room for RWI (final reports)
• Preparing red flag reports for management / summarizing the issue
• Gathering mitigation plans for issues/concerns found (financial cost, timing, risk assessment) / getting external quotes if needed from 3rd parties
• Building the PPT materials we will need to summarize the diligence to leadership
• Writing sections of the CAR
Other potential project tasks:
• Keeping the deal models updated (peer comps material)
• Updating the model with mitigation cost impact (issues found in diligence)
• Updating the model with updated financial (monthly) provided by seller
• Updating the model with impact assessments from financial diligence (adjustments)
• Create deal models for new opportunities and work with internal team as well as seller
• Help create the IC and BOD presentation for new opportunities
• Help create the diligence teams and diligence kickoffs.
Potential candidate should be familiar with Microsoft 365 suite and data/project management tools including Pitchbook, CapIQ, FactSet, Notion, HubSpot, Asana

***Must have multi -ear prior M&A “buy side” transaction experience. This is not a role for someone who has a full time job.

Skills: Financial Modeling, Pitchbook, Company Valuation, Project Management, Due Diligence

I am seeking a highly qualified and experienced CPA or audit firm to perform a Single Audit in accordance with Uniform Guidance (2 CFR Part 200 Subpart F) for one of my nonprofit clients. The organization has expended over $750,000 in federal funds during the most recent fiscal year, triggering the requirement for a Single Audit.

Scope of Work:

Conduct a full Single Audit in compliance with Uniform Guidance

Review internal controls over compliance and financial reporting

Test major federal programs for compliance with applicable laws, regulations, and grant agreements

Prepare the audit report, including the Schedule of Expenditures of Federal Awards (SEFA), auditor's opinion, findings, and corrective action plans (if applicable)

Ensure proper submission of audit findings and reports to the Federal Audit Clearinghouse (FAC)

Requirements:

Licensed CPA in good standing or PCAOB-registered audit firm

Extensive experience performing Single Audits for nonprofit organizations

Strong knowledge of federal compliance requirements and OMB Uniform Guidance

Familiarity with SEFA preparation and Federal Audit Clearinghouse submission

Ability to meet tight timelines and collaborate with our internal team

Preferred:

Experience with nonprofit organizations in the education, healthcare, or social services sectors

Located in or licensed to practice in the United States

Available to begin immediately

Timeline: Audit must be completed and submitted to the FAC within the federally required deadline. The engagement can begin immediately.

To Apply: Please include:

A brief summary of your relevant Single Audit experience

Resume or firm qualifications

Example reports or redacted work samples (if available)

Estimated timeline and pricing (fixed or hourly)

Skills: Financial Audit, CPA

Expensify is a team of generalists developing today's leading expense management tool. Maintaining our reputation as an innovative leader in the world of finance requires an incredibly reliable and secure system for processing financial transactions. Accordingly, we primarily leverage time-tested languages, but we're looking to unify our front-end across platforms. For this, we're leveraging React Native and are looking toward the community on Upwork to help solve a variety of problems, both big and small, related to this migration.

Please see the GitHub issue for full details: github.com/Expensify/App/issues/59043

Your Proposal:

- You *must* post a proposal for how you will fix this issue in the GitHub issue linked above.
- Your proposal should include a technical explanation of the changes you will make. You are not required to submit the final solution or code along with your proposal.
- Your proposal will be reviewed.
- If your proposal is accepted, you should post the proposal in Upwork and you will be hired for the job.
- AFTER your proposal is accepted in Upwork and you have accepted the offer, you may submit the code to implement your solution. To submit the code, go to the Expensify/App GitHub repo where you'll create a fork of our codebase. You'll create a branch on that fork, and when your code is ready for review, you'll create a pull request in our repository to merge your code into our codebase. Include screenshots and confirmation that you have tested the pull request on all platforms. Our engineers will review the code, and approve and merge when the code meets our requirements.

Please review our Contributor Guidelines before submitting a proposal - github.com/Expensify/App/blob/main/contributingGuides/CONTRIBUTING.md

**Important:** As documented in our CONTRIBUTING.md, payment amounts are variable, dependent on any regressions your work causes.

We are seeking an experienced professional to assist in setting up the chart of accounts in Dynamics 365/Business Central as part of our migration from QuickBooks. The ideal candidate should have a deep understanding of both accounting principles and the Dynamics 365 platform. Your expertise will help ensure a smooth transition and that all financial data is accurately reflected in the new system. If you have a proven track record in similar migrations, we would love to hear from you!

Skills: Microsoft Dynamics 365, Chart of Accounts, Accounting, Microsoft Dynamics ERP, Microsoft Dynamics Development

Job Description:
We are a growing real estate firm seeking an experienced Financial Modeling Expert to assist with project-based financial analysis. The ideal candidate will develop dynamic financial models for real estate investments, feasibility studies, and project financing.
Responsibilities:
Develop financial models for property acquisitions, developments, and investments.
Perform cash flow analysis, IRR, NPV, ROI, and sensitivity analysis for projects.
Create pro forma statements, budget forecasts, and risk assessments.
Analyze financing structures and capital requirements for real estate deals.
Provide data-driven insights and recommendations to support decision-making.
Requirements:
Experience: Minimum 3-5 years in real estate financial modeling.
Skills: Advanced Excel, knowledge of financial forecasting and valuation techniques.
Tools: Proficiency in Excel, ARGUS or REFM, Power BI (preferred).
Education: Degree in Finance, Economics, or Accounting.
Work Style: Detail-oriented, deadline-driven, and strong analytical skills.
How to Apply?
Submit your proposal on Upwork with:
Your resume & relevant experience.
Sample real estate financial models or case studies.
Your hourly/project-based rate expectations.

Skills: Financial Modeling, Financial Analysis, Forecasting, Financial Planning, Financial Projection

I am seeking a skilled freelancer to assist in migrating and categorizing all my banking accounts into Expensify or Xero. This is crucial for ensuring that my accountant can access organized financial data efficiently. The ideal candidate will have experience with financial software and a keen eye for detail. The project involves transferring data from multiple accounts, categorizing expenses accurately, and ensuring that everything is set up correctly for accounting purposes. Your expertise will make a significant difference in streamlining my financial management.

Skills: Bank Reconciliation, Accounting Software, Accounting Basics, Accounting, Bookkeeping

We are seeking a motivated Lead Generation Specialist to help us market our financial services to content creators across the United States. Your primary responsibility will be to identify and engage potential leads within the content creation industry. If you have experience creating targeted outreach strategies and have a passion for connecting with creators, we would love to hear from you. This role requires strong communication skills and a deep understanding of the content creator landscape.

Skills: Market Research, Lead Generation, Content Writing

**Job Opportunity: Bookkeeping Specialist for Nonprofit Organization**

We are looking for a skilled bookkeeping expert to join our nonprofit team and support our financial operations. The successful candidate will have a solid understanding of nonprofit accounting principles and will play a key role in managing our donations, grants, and expenditures with precision. You must be willing to learn and work within our current accounting system. Your meticulous attention to detail and expertise in financial reporting will be vital for maintaining our compliance and transparency.

If you are enthusiastic about making a positive impact in our world and have a strong foundation in accounting, we encourage you to apply. We look forward to hearing from you!

Skills: Balance Sheet, Transaction Data Entry, Budget Management, Bookkeeping, Accounting, Accounting Basics, Accounting Software, Bank Reconciliation

I need help resolving the following issues in AppFolio, including:
1) A tenant's rents were input as pre-paid (as they were paid) but are not showing correctly on the owner's statements.
2) I need to clear out late fees that were paid by the tenant and were paid to the property manager but are still showing in the trust account balance.

Skills: Customer Service, Bookkeeping, Data Entry, English, Accounting, Microsoft Excel, Balance Sheet, Accounting Basics, Administrative Support

We are seeking an experienced Oracle expert to assist with TNS connections specifically for Oracle 11. We have suddenly had the issue of connections via TNS taking minutes and need this resolving urgently. This role involves troubleshooting, configuring, and optimizing TNS settings to ensure seamless connectivity and performance. The ideal candidate will have extensive knowledge of Oracle database environments and a strong background in networking principles as they relate to Oracle systems. If you have a proven track record in resolving TNS connection issues and can provide effective solutions, we would love to hear from you.

Skills: Oracle PLSQL, Oracle Database, Oracle Accounting

We are seeking an experienced professional to assist in creating a SCADA architecture aimed at digitizing tax compliance for our water and electricity company. The ideal candidate will have a deep understanding of SCADA systems and experience in integrating compliance measures into digital frameworks. You will be responsible for outlining the architecture, ensuring alignment with regulatory standards, and facilitating smooth implementation. This project is crucial for enhancing operational efficiency and compliance accuracy.

Skills: Microsoft Excel, PLC Programming, PCI, Accounting, SAP, SCADA, Data Analytics Framework

We are seeking an experienced backend developer to enhance our algorithmic trading platform. The ideal candidate will be responsible for establishing broker API connections, implementing websocket connections, and managing our database systems. A strong understanding of trading algorithms and data handling techniques is essential. If you have a proven track record in building scalable backend systems and are passionate about financial technology, we'd love to hear from you!

Skills: Python, API, Node.js, JavaScript, RESTful API

I am seeking a skilled Excel expert to design and build a comprehensive spreadsheet that will help manage my property portfolio effectively. The spreadsheet should track key metrics such as property values, purchase prices, rental income, and equity for each property. Additional features may include visual charts for better understanding and data analysis. The ideal candidate should be proficient in Excel functions and able to create a user-friendly layout.

Examples of key headings required will be:
Property address
Purchase price
Stamp duty
Legal expenses & Admin fees
Total purchase price
Renovation amount
Rental Income pcm
Yield p/a [annual rental income divided by total purchase price + renovation amount]
Current market value
Mortgage interest rate
Mortgage term
LTV*
Current Equity*

Then there will be a seperate sheet for each property which shows a breakdown of the renovation costs and any furniture bought in each property. The total renovation figure of each sheet should reflect on the first sheet that says "renovation amount"

The headings marked with * should have live formulas that allow this to be tracked in real time from when the mortgage started. So any further fields that are required to calculate this should be added.

The above headings are just what I thought of but I would expect someone to make it more professional and improve the wording if need be.

Skills: Microsoft Excel, Data Entry, Spreadsheet Software, Financial Analysis

In preparation for a mediation on April 7, looking for someone to compare recent spending to past years in order to favorably establish staus quo spending in a divorce case. Inputs include a reconciled quicken file and, if necessary, supporting statements.

While this is not an official court filing, freelancer will be familiar with formatting and presenting findings appropriately for the mediator (attorney).

Skills: Financial Audit, Financial Report, Presentations, Accounting, Financial Accounting

I am a financial consultant in the non-profit sector, seeking a detail-oriented and analytical virtual assistant to support me as team with various logistical tasks, possibly to include light accounting work. The ideal candidate will be trustworthy, proactive, a strong communicator, have great organizational skills and the ability to manage multiple tasks efficiently. Responsibilities may include data entry, scheduling, and invoicing. If you are proactive, tech-savvy, and have a background in accounting or finance, I would love to hear from you!

Skills: Data Entry, Microsoft Excel, Administrative Support, Virtual Assistance

The VA will be responsible for handling daily finance-related tasks, which include but not limited to:

Job Tasks:

• Audit POs
• Post POs to QuickBooks and create bills
• Reconcile bills and purchases in QuickBooks
• Create a PayBills spreadsheet for weekly payments
• Check and respond to emails in the accounts inbox
• Reconcile FedEx Excel files and send bi-weekly reports
• Send vendor COI expiration reminders
• Send vendor onboarding emails and upload received information into the NDS database
• Create POs for sales
• Assist with project closeouts in our Project Management Software (including verifying docs in DB)
• Various data entry tasks, including:
o Transferring contacts between systems
o Ensuring vendors in QuickBooks have W-9 forms and updated contact information
o Attaching customer invoices to specific projects
o Additional tasks as assigned


Qualifications & Requirements:

• Strong knowledge of QuickBooks and a background in accounting
• Excellent communication skills (spoken and written English proficiency)
• Have knowledge of financial principles and management
• Ensure smooth operations
• Prioritize and complete tasks to meet tight deadlines
• Be proficient in using digital office tools (word, excel, project management software)
• Proficiency in Microsoft Word, Excel spreadsheets, and email management
• Highly organized with attention to detail

Skills: Accounting Basics, Intuit QuickBooks, Microsoft Excel, Bank Reconciliation, Budget Management, Virtual Assistance, Data Entry, Email Communication, Administrative Support

I am seeking an experienced real estate advisor to assist in reorganizing my real estate investment portfolio in the US. I currently own six properties, three located in Florida and three in Detroit. The ideal candidate will have a strong background in real estate investment strategies, market analysis, and portfolio management. Your role will involve analyzing my current holdings and providing actionable insights to optimize my investment strategy for better returns.

Skills: Financial Analysis, Financial Modeling, Microsoft Excel, Financial Projection

I have a Canadian T4, but only worked in Canada for 2 weeks. I need to file a non-resident return.

Skills: Financial Accounting, Financial Variance Analysis, Bookkeeping, Management Accounting, Financial Reporting, Financial Modeling, Financial Analysis & Valuation, Strategic Plan, Tax Preparation, Tax Return, Corporate Tax, Tax Strategy, Intuit Proconnect Tax, Taxes, Tax Planning & Advisory

Expensify is a team of generalists developing today's leading expense management tool. Maintaining our reputation as an innovative leader in the world of finance requires an incredibly reliable and secure system for processing financial transactions. Accordingly, we primarily leverage time-tested languages, but we're looking to unify our front-end across platforms. For this, we're leveraging React Native and are looking toward the community on Upwork to help solve a variety of problems, both big and small, related to this migration.

Please see the GitHub issue for full details: github.com/Expensify/App/issues/58613

Your Proposal:

- You *must* post a proposal for how you will fix this issue in the GitHub issue linked above.
- Your proposal should include a technical explanation of the changes you will make. You are not required to submit the final solution or code along with your proposal.
- Your proposal will be reviewed.
- If your proposal is accepted, you should post the proposal in Upwork and you will be hired for the job.
- AFTER your proposal is accepted in Upwork and you have accepted the offer, you may submit the code to implement your solution. To submit the code, go to the Expensify/App GitHub repo where you'll create a fork of our codebase. You'll create a branch on that fork, and when your code is ready for review, you'll create a pull request in our repository to merge your code into our codebase. Include screenshots and confirmation that you have tested the pull request on all platforms. Our engineers will review the code, and approve and merge when the code meets our requirements.

Please review our Contributor Guidelines before submitting a proposal - github.com/Expensify/App/blob/main/contributingGuides/CONTRIBUTING.md

**Important:** As documented in our CONTRIBUTING.md, payment amounts are variable, dependent on any regressions your work causes.

**HIRING: Direct Response Marketing Manager at US-Based Real Estate Investment PPC Agency**

We are a small, fast-growing agency in the real estate niche looking to hire a long-term team member that we can invest in and help grow into a leader in our organization.

This is a rare and unique opportunity to be a key player in an already profitable company that’s willing to invest heavily to secure great talent.

**About Us**

Wholesaling PPC ([wholesalingppc.com](https://www.wholesalingppc.com/)) is a successful US-based team that has built a reputation for transparency, honesty, and a boutique-style experience for real estate investors. We specialize in helping wholesalers and flippers get clients and deals through effective PPC

**Role Overview**

We’re looking for a motivated and skilled **Direct Response Marketing Manager** to join our team and help take our agency to the next level. If you’re passionate about digital marketing execution, content creation, and have strong direct response copywriting abilities, this is for you! The ideal candidate is an executor with excellent communication skills, attention to detail, and the ability to work independently.

*This is a Direct Response Marketing role.*

*Please Note: This position is NOT a traditional marketing position. If you have a traditional marketing/branding and PR background, please do NOT apply. This is only for online content marketers, digital marketers, and direct response marketers.*

**What We Offer**

• **Competitive Salary**: plus performance-based bonuses and incentives

• **Flexible Working Hours**: Work remotely within the US Pacific to Eastern Time Zones

• **Growth Opportunities**: Accelerated growth and leadership potential within the company

• **Professional Development**: Access to high-level training and cutting-edge marketing tools

• **Mentorship**: Direct mentorship from the CEO and CMO

• **Dynamic Team Environment**: Be part of a collaborative and supportive team

**Key Responsibilities**

As a Direct Response Marketing Manager, you will:

• **Website Management**: Oversee website and landing page updates, design tweaks, and optimize for conversions. Improve and set up sales funnels using tools like GoHighLevel CRM.

• **Content Marketing Strategy**: Develop and execute content marketing strategies to increase our reach and generate leads.

• **Case Studies & Reviews**: Create compelling case studies and manage customer reviews to build credibility.

• **Competitor Research**: Analyze competitors, aggregate best practices, and provide recommendations to stay ahead in the market.

• **Email & Funnel Creation**: Develop email campaigns and funnels that drive engagement and conversions. Emphasize direct response marketing to track and improve campaign performance.

• **Paid Ads Management**: Manage paid ad campaigns (Facebook, Google) to optimize performance and lower costs.

• **Content Production**: Manage editors and designers to create compelling images and videos for ads and YouTube.

• **Project Management**: Schedule project timelines, create and update SOPs, and ensure execution from beginning to end.

• **Team Collaboration**: Work closely with our internal team on launch strategies and collaborate with developers and designers.

**What We’re Looking For**

**Qualifications**

• **Fluent English**: Must have 100% spoken and written proficiency.

• **Direct Response Marketing Expertise**: Proven experience in digital and direct response marketing. Familiarity with experts like DigitalMarketer.com, Amy Porterfield, etc.

• **Strong Copywriting Skills**: Ability to write persuasive sales copy. Familiarity with “Breakthrough Advertising” and Gary Halbert’s letters is a plus.

• **Proven Experience**: Constructed at least one successful sales funnel.

• **Results-Oriented**: Ability to back up marketing strategies with real metrics and track relevant KPIs.

• **High Follow-Through**: Execute tasks to completion, follow instructions well, and manage multiple projects.

• **Independent and Proactive**: Comfortable working remotely with minimal supervision.

• **Quick Learner**: Adaptable and eager to learn new tools and techniques.

• **Tech-Savvy**: Proficient in online apps and tools like GoHighLevel CRM, Google Analytics, email marketing platforms, etc.

• **Team Player**: Ability to work both independently and collaboratively.

• **Reliable Internet Connection**: Must have a stable and high-speed internet connection.

• **Comfortable on Video Calls**: Confident and effective communicator during video calls.

• **Time Zone Availability**: Must be able to work within Pacific to Eastern Time Zones.

• **Immediate Availability**: Able to start immediately.

**Why Work With Us?**

• **Flexible, Remote Work Environment**: Work from home or anywhere within the specified time zones.

• **Growth Opportunities**: Potential to grow into the CMO role with significant equity.

• **Professional Development**: Gain extensive experience in all aspects of digital marketing.

• **Mentorship**: Direct mentorship from industry experts.

• **Meaningful Work**: Be part of a results-focused team helping real estate investors succeed.

• **Collaborative Team**: Join a caring and motivated team.

Skills: Social Media Management, Social Media Content Creation, Social Media Advertising, Finance & Accounting, Education, Facebook Ads Manager, Content Writing, Search Engine Optimization, Social Media Marketing, Email Communication

Project #1:
I am a financial advisor in the United States and want to start making simple Youtube videos for my clients and new potential clients and need the videos to be edited and enhanced to make them better. Since I am brand new at this, my videos can be very simple. Over time, I would like to make the videos better and better to potentially monetize the videos. I will provide the main content, and would welcome suggestions. I will record the videos myself and send you raw footage. Video may be 5-7 minutes long. I may create a video once every 2-4 weeks. I plan to do this for many years.

Video content: financial planning strategies, stock market conditions, etc.

www.parkwealthmanagement.com - there are videos in my website, but the new project will be more detailed in nature about different topics with more graphics, etc. but initially i want to keep the cost very low - maybe $10 - $20 total editing cost/video.

Project #2:
My son is finishing his second year in high school and we need to make highlight videos of him playing soccer to help him get recruited. Here is a sample video. I will send you raw footage with time stamps of the highlights needed to make a short video.
https://www.facebook.com/glen.park.58/videos/798395755690238

Video length is 1-3 minutes long. We may create videos once every 2-3 weeks for the next 18 months.

I would also like to keep the editing cost to $10 - $20/video or so.

You need to have a reasonable proficiency in speaking English.

Skills: Footage-Based Video, YouTube Video, YouTube Shorts, Video Editing, Video Post-Editing, Adobe After Effects, Video Production, Video Intro & Outro, Adobe Premiere Pro

I’m looking to purchase a verified and up-to-date contact list of either financial advisors OR insurance agents with a minimum of 50,000 contacts.

Requirements for each contact:

- Full Name
- Email (mandatory)
- City
- (Optional but preferred: Phone number, Company Name, Job Title)

Must-Have Conditions:
- The list must be segmented by city (or include city clearly per contact)
- Contacts should be based in US or Canada
- I will need to see a sample of at least 100 rows before any payment or approval
- Data must be recent and not scraped from outdated sources

Will be used for B2B outreach (cold calls, networking, etc.)

If you already have this type of list available, please send a sample when applying.

Looking to move fast once I verify quality.

Skills: Lead Generation, List Building, Data Scraping, Data Mining