Accounting & finance work from home

We are hiring a Telecaller (Initial Outreach) to engage with prospective clients and partnership leads for our financial and taxation services.

Location: Visakhapatnam, Andhra Pradesh (Remote applicants also welcome)

Languages Required:
✔ Fluent Telugu (Mandatory)
✔ Good English communication

Role Responsibilities:
• Make outbound calls to leads provided by us
• Introduce and pitch our financial, tax, and partnership services
• Build rapport and understand client requirements
• Schedule qualified follow-up meetings for the core team
• Maintain basic call records and updates

Daily Targets:
• 70–80 outbound calls/day
• 20–25 meaningful conversations
• 3–5 qualified meetings or partnership leads booked

Requirements:
• Prior tele-calling, tele-sales, or appointment-setting experience
• Persuasive communication and confidence on calls
• Ability to explain basic financial concepts clearly
• Self-motivated and target-oriented

If you have experience converting conversations into meetings and enjoy client interaction, we'd love to connect.

When applying, please share:

Your telecalling/appointment-setting experience
Languages spoken
Previous industry worked in
Availability & expected compensation

We are looking for a knowledgeable and detail-oriented Consumer Law & Credit Dispute Representative to help our clients protect their rights under federal and state consumer protection laws. You will work directly with clients to identify inaccurate, unfair, or unverifiable information on their credit reports and develop customized dispute strategies to resolve them.
This is not just a credit repair role — you are an advocate for consumer rights and financial freedom.

What You’ll Do
• Review client credit reports from all three major bureaus (Equifax, Experian, TransUnion)
• Identify violations of the Fair Credit Reporting Act (FCRA), Fair Debt Collection Practices Act (FDCPA), and other applicable consumer protection laws
• Draft and send dispute letters to credit bureaus, creditors, and debt collectors on behalf of clients
• Create customized dispute strategies tailored to each client’s credit profile
• Track dispute outcomes and follow up as needed
• Communicate updates and results clearly to clients
• Maintain accurate records and documentation throughout the dispute process

Requirements
• Solid understanding of consumer protection laws including FCRA, FDCPA, and TILA
• Experience with credit dispute processes and bureau communication
• Strong written communication skills — dispute letters must be clear, professional, and legally sound
• Highly organized with strong attention to detail
• Ability to manage multiple client cases simultaneously
• Experience working with clients in a professional, empathetic manner

Job Title Options
We are looking for a creative and professional booklet designer for our overseas education and visa consultancy company, Chhabarias Education Overseas.

The freelancer will create attractive and modern student information booklets for countries such as:

Canada
UK
Germany
Australia
New Zealand
Europe

The booklet should be professional, easy to understand, visually attractive, and suitable for students and parents.

Responsibilities
Design professional PDF booklets
Create clean layouts with modern formatting
Add icons, infographics, tables, and process flowcharts
Arrange content professionally
Maintain branding consistency
Edit and update booklet content when required
Types of Booklets

Examples:

Germany Student Visa Process
Canada Study Visa Guide
RCIP Program Guide
University Admission Process
Student Visa Interview Preparation
Financial Documents Checklist
SOP & GIC Guidance
Skills Required
Canva
Adobe InDesign
PowerPoint
Graphic Design
PDF Design
Brochure Design
Infographic Design
Preferred Candidate
Experience in education/visa industry
Good English formatting skills
Ability to create professional business-style documents
Fast communication
Ability to deliver editable files
Deliverables

The freelancer should provide:

Editable Canva/PPT file
Final PDF version
Source files
High-quality design
Example Structure of Booklet
Introduction
Eligibility
Required Documents
Step-by-Step Process
Costing
Visa Timeline
FAQs
Contact Information

We are seeking a skilled bookkeeper to manage our financial records and file taxes for our US Business. The ideal candidate should have a deep understanding of corporate accounting practices, tax regulations, and financial reporting. Responsibilities include tracking income and expenses, preparing financial statements, and ensuring compliance with federal and state tax laws. Strong attention to detail and proficiency in accounting software are required. If you are organized, reliable, and have a proven track record in bookkeeping for corporations, we want to hear from you!

I’m looking for an experienced 2D explainer animator/video editor for a new finance YouTube channel focused on money mistakes and financial decisions.

The style I want to model is clean 2D finance explainer storytelling, similar to:

https://www.youtube.com/@TheWealth_Logic/videos

Please review the reference channel carefully before applying, so you understand the style, pacing, and level of visual storytelling I’m looking for.

This is a long-term role, with consistent weekly work as the channel grows.

1. The videos will be around 15-18 minutes long.
2. Scripts will usually be around 2,200–3,000 words, depending on the topic.
3. Looking to produce around 3 videos per week to begin with.

Requirements:
- Experience editing YouTube videos
- Experience with 2D explainer-style content
- Ability to work with recurring characters and keep them visually consistent
- Strong pacing and storytelling skills
- Ability to create clean charts, numbers, text, and simple graphics
- Comfortable using AI-assisted visuals/assets while keeping the style consistent
- Good communication and fast turnaround time

Please do not apply if you don’t have experience with 2D YouTube explainer videos.

Looking forward to seeing your work!

Alex

• What YouTube channels have you edited or animated videos for? Please attach links.
• How many 15-minute videos would you realistically be able to edit per week?
• Briefly describe your experience with 2D explainer videos, recurring characters, or AI-assisted visuals.

Project Overview

I am looking for an experienced short-form video editor to turn a 54-second video of me walking through my neighborhood into a high-performing Meta ad targeted specifically toward Financial Advisors.

The goal of this ad is to drive qualified Financial Advisors to click through to my VSL landing page and ultimately book a discovery call with my marketing agency.

This should NOT feel like a traditional corporate commercial or slow cinematic brand video.

I want the finished product to feel like a native Meta/Facebook/Instagram ad that is:

Scroll-stopping
Fast-paced
Engaging
Clean and professional
Authentic
Optimized for retention and conversions

I want someone who understands direct response editing techniques for Meta ads, not just general video editing.

Creative Direction

The editing style should include:

Quick cuts
Strong pacing
Pattern interrupts
Engaging text overlays/captions
Dynamic visual movement where appropriate
Native social media ad feel
Clean professional aesthetic
Strong call-to-action

Please avoid:

Overproduced commercial vibes
Slow cinematic pacing
Generic corporate editing styles
Overly flashy transitions/effects

Voice & Audio

I want to use my original voice/audio from the video.

Please:

Preserve the authenticity of the original audio
Enhance audio quality if possible
Clean up background noise if needed
Tighten pacing by removing unnecessary pauses/dead space
Add captions/subtitles throughout the video

Hook Variations

Please create 2–3 hook variations within the first few seconds of the ad so I can test different openings for performance on Meta.

The hooks should be designed to stop scrolling and immediately grab the attention of Financial Advisors.

Deliverables

Please provide:

1 fully edited primary ad
2–3 opening hook variations
Burned-in captions/subtitles
CTA/end screen
Licensed background music if used
Meta-ready exports in all required aspect ratios:
Vertical (9:16)
Square (1:1)
Horizontal (16:9)

Source Files

Upon completion, I will need:

All editable/source project files
Final exported files for all formats

Timeline

First draft must be delivered within 3 days of project start
Unlimited revisions until finalized

Target Audience

This ad is specifically targeting:

Financial Advisors
Wealth Managers
Financial Planning Firms

The messaging and pacing should feel tailored toward high-income professionals and business owners.

Ideal Experience

Please only apply if you have experience creating:

Meta/Facebook/Instagram ads
Direct response video ads
Lead generation creatives
Native-style paid social ads

Bonus if you have experience with:

B2B marketing ads
Agency marketing creatives
Financial services niche ads

Application Requirements

Please send:

Examples of Meta ads you’ve edited
Examples of short-form/direct response ads
Any experience with B2B or financial services ads
Your turnaround time
Your approach to editing for retention and conversions

To confirm you read the full project description, please start your proposal with the word “Advisor”.

I’m looking for an experienced tax professional to help file my taxes for 2023–2025. I’m an actor, content creator, and freelancer with income from 1099 work, brand deals, commercials, residuals, and social media content. My bookkeeping and expense organization have already been completed, so I mainly need someone who can review everything, make sure it’s accurate, and properly prepare/file the returns. Ideally looking for someone familiar with working with creatives, entertainers, freelancers, or LLCs who can also help ensure I’m maximizing legitimate deductions and staying compliant moving forward.

We are a Dubai-based construction company looking for an experienced Odoo developer/consultant to implement a simple and practical procurement workflow system for our projects.

Platform:
Odoo (Community or Enterprise)

Industry:
Construction / Contracting

Current Requirement:
We need a lean procurement tracking workflow from site request until delivery and payment tracking.

IMPORTANT:
We are NOT looking for a complicated ERP implementation initially.
Phase 1 focus is ONLY operational workflow and tracking.

Required Workflow:
Site Engineer raises Material Request
→ Project Manager Approval
→ Procurement Review
→ RFQ / Purchase Order
→ Supplier Delivery Tracking
→ Storekeeper / Site Receipt
→ Payment Status Tracking

Required Features:

Material Request module/form
Approval workflow
User roles & permissions
Status tracking
RFQ & PO integration
Delivery tracking
Basic payment status visibility
Email notifications
Mobile-friendly usage for site engineers
Simple dashboard / pending requests view

Preferred Experience:

Odoo procurement workflows
Construction industry experience preferred
Odoo customization
Workflow automation
UI simplification for site teams

Important Notes:

We prefer SIMPLE and PRACTICAL implementation
Avoid unnecessary ERP complexity
Mobile usability is very important
Site engineers should be able to create requests easily
Initial phase does NOT include full accounting integration

Deliverables:

Odoo setup & configuration
Required customization
Workflow automation
User roles setup
Testing & deployment
Basic training/support

Please share:

Previous Odoo projects
Construction-related experience
Timeline
Budget proposal
Whether using existing Odoo apps or custom development

Company:
Element 4 Solutions LLC
Dubai, UAE

• Describe your recent experience with similar projects
• What experience do you have working with different project types?
• How do you incorporate feedback and changes into your work?

Senior Full-Stack Developer — Consumer Marketplace Platform

Tech stack: Next.js 14 (App Router) · TypeScript · Supabase · Tailwind · shadcn/ui · Framer Motion
Timeline: 2-5 weeks from kickoff to production launch
Engagement: Fixed-price project
Project type: Build from a complete spec — no design/discovery phase needed

About the project
We're building a US-based consumer marketplace platform with both public-facing customer flows and a comprehensive back-office operations system. The project includes:

Public-facing site with marketing pages, instant-quote interactions, and a polished mobile-first conversion experience
Authenticated customer area with account management, transaction history, and self-service workflows
Operations dashboard for staff — a substantial admin product covering daily workflows, financial visibility, configuration controls, and audit capabilities
Background integrations with payment processors, shipping APIs, and third-party verification services

Full feature specifications, screen counts, and workflow details will be shared after a mutual NDA is signed. The scope above is sufficient for you to estimate complexity tier and quote accurately.
The unusual thing about this engagement: I've invested significant time producing a complete handoff package before posting this job. You'll receive comprehensive business specifications, technical architecture decisions, database design, API documentation, and interactive frontend prototypes — all shared after NDA.
This means 0-5% design work and 0-5% discovery on your side. Your job is implementation, not invention. If you've ever wished a client showed up with their thinking already done — this is that project.

Required experience

5+ years building production web applications
Strong Next.js (App Router) experience — must be able to discuss server components, server actions, and ISR fluently
Supabase production experience — Auth, RLS policies, Realtime, Storage, Edge Functions. Not just "I read the docs."
TypeScript strict mode — no any escape hatches
At least one production project integrating Stripe/PayPal Payouts or similar payment APIs
Familiarity with shipping APIs (EasyPost, Shippo, or equivalent)
Strong written English — async-friendly collaboration, daily updates in writing


Nice to have (not required)

Prior consumer-marketplace or transactional-platform experience
Background-job experience (Inngest, Supabase cron, or similar)
Sentry / observability tooling experience
Experience with US-based compliance and reporting workflows


What I'm NOT looking for

Agencies pretending to be solo developers (you'll be asked who specifically writes the code)
Full redesigns of the prototypes (they're locked; your job is to build them)
Tech stack debates (the stack is decided and documented)
More than 6 weeks (the project is well-scoped — if you need longer, we're not aligned)
Anyone who applies without reading this entire post (see screening question below)


Engagement structure
Payment milestones (Upwork escrow):

10% kickoff — Supabase project + database schema deployed, auth working, dev environment running, GitHub repo set up in client's account
15% Phase 1 — Public-facing site + initial customer flows live on staging, with passing acceptance criteria (Lighthouse mobile score ≥ 90, all forms functional, zero console errors)
20% Phase 2 — Authenticated customer area + payment integration (sandbox) on staging
20% Phase 3 — Full operations dashboard for staff complete on staging
20% Launch — Production deployment, full handover documentation, 30-day support period begins
15% Post-launch holdback — Released after 30 days of stable production operation with all critical bugs resolved

Each milestone requires a live video demo before payment is released. Pre-recorded videos and "trust me it works" are not acceptable.
Working cadence:

30-minute weekly video standup (your time zone or mine, doesn't matter)
Daily async written update (1-2 paragraphs, what you did + what's next + blockers)
Pull requests with descriptive titles — I review before merge
GitHub repo lives in my account from day one; you'll be added as a collaborator

Code quality requirements (non-negotiable):

TypeScript strict mode
ESLint + Prettier configured day one
All secrets in environment variables, never in code
Unit tests on critical paths (financial calculations, state transitions, anything user-facing involving money)
Sentry installed before production launch


Application requirements
Please include in your proposal:

A 2-3 paragraph response explaining what you'd build first and why, after reviewing the documentation package
Links to 2-3 production Next.js + Supabase projects you've personally built (public URLs preferred; GitHub repos acceptable)
Who specifically writes the code — you, a team, or are you outsourcing to subcontractors? Honest answer required.
Your time-zone overlap with US Central time
Your screening answer: What's the first question you'd ask me after receiving the spec package? (I want to see how you think — there's no "right" answer, but generic ones like "let's hop on a call" will be rejected.)


Pre-engagement steps
Before I award the project, I will:

Conduct a 30-minute video interview with you (face on camera — non-negotiable)
Ask you to discuss a small piece of the spec to verify you've actually read it
Possibly offer a small paid test project ($200-500) to verify code quality before the main award

I'm not trying to be difficult — I'm trying to be thorough. The right developer for this project will appreciate the rigor.

About me
I'm a non-technical founder who has spent a meaningful amount of time preparing this project properly because I want the build to go well. I respect developers, I respect technical decisions, and I'm not going to push back on architecture choices unless I have a clear reason. I will, however, be actively involved in reviewing every deliverable, asking questions about decisions that affect the business, and protecting the project scope from creep.
If you're the kind of developer who likes engaged clients with clear specs, this is the project for you. If you prefer to disappear for two weeks and come back with a surprise — we won't get along.
Looking forward to your application.

Confidentiality note: Specific brand names, partner relationships, pricing details, and proprietary business logic will be shared after a mutual NDA is signed (a standard one-page document I'll provide). The technical scope above is sufficient for you to assess fit and quote accurately

📌 ABOUT THE ROLE
Giles Financial Consulting LLC is a boutique financial consulting firm based in Missouri City, TX serving small businesses, entrepreneurs, and nonprofit organizations. We are looking for a reliable, organized, and self-motivated Personal Assistant to work directly with our founder on a part-time, ongoing basis.

This is a hybrid role — a few hours per week in person in the Missouri City / Houston area with the remainder worked remotely. Fully remote candidates outside the Houston area will not be considered for this position.

💼 WHAT YOU WILL DO
• Manage and execute daily and weekly priority task lists
• Handle correspondence, emails, scheduling, and follow-ups
• Draft, schedule, and post social media content across business platforms
• Track compliance and filing deadlines and send advance reminders
• Prepare internal documents, reports, and communications
• Coordinate meetings, appointments, and reminders
• Research vendors, services, or opportunities as directed
• Provide general administrative and operational support as needed

✅ REQUIREMENTS
• 1–2 years of experience in administrative support, executive assistance, or a similar role
• Located in the Houston / Missouri City, TX area — must be available for occasional in-person meetings
• Proficiency in Google Workspace (Gmail, Docs, Sheets, Drive) and Microsoft Office
• Experience managing social media platforms for a business (Facebook, Instagram, LinkedIn)
• Strong written and verbal communication skills
• Highly organized, detail-oriented, and able to manage multiple tasks independently
• Professional and discreet — you will be working in a financial services environment where confidentiality is essential
• Reliable internet connection and your own computer

⭐ NICE TO HAVE (NOT REQUIRED)
• Experience with QuickBooks or bookkeeping software
• Familiarity with Canva or content scheduling tools
• Experience with Slack or project management tools
• Prior experience supporting a financial, consulting, or professional services firm

💰 COMPENSATION & TERMS
• Rate: $10.00 – $15.00/hour based on skill level and experience
• Engagement Type: Ongoing contract | Part-time
• Hours: Flexible, approximately 10–20 hours per month to start — may increase over time
• Location: Hybrid — Houston / Missouri City, TX area required
• Mileage and gas reimbursed for any in-person travel tasks

📩 HOW TO APPLY
Please submit a proposal that includes:
• A brief overview of your relevant experience
• Examples of tools you are proficient in
• Your availability and how many hours per week you are looking for
• Why you are a great fit for this specific role

Generic proposals will not be considered. We are looking for someone who takes the time to read this posting carefully and responds thoughtfully. If you are reliable, proactive, and ready to grow with a small but impactful firm — we look forward to hearing from you.

• Will you be able to meet in person at least once weekly in Missouri City (Houston) area?

We are seeking a skilled freelancer to execute Phase 2 of our project. For Phase 2, We will focus on updating the current assumptions, organizing the financial inputs, and rebuilding the model structure around the current numbers

We're a B2B store fixtures and equipment supplier serving retail chains across Canada and the USA. We're building out our internal automation stack on n8n and are looking for a long-term automation partner — not a one-off hire.

This job post covers the first project: 4 small workflows to automate our bookkeeper hiring pipeline. It's intentionally a small, well-scoped starter project. The reason isn't budget — it's that we want to evaluate fit before bringing someone into our larger automation roadmap.

If this first project goes well, expect ongoing work with much higher scope and budget. Details below.

## First project — what we need built

Four n8n workflows powering our candidate hiring pipeline. The full spec document is attached and includes every endpoint, node, credential, and acceptance test.

**Workflow 0 — Resume Text Extraction.** Triggered by Zite webhook on new candidate record. Downloads the resume PDF, extracts text using n8n's Extract from File node, writes text to a Zite "Resume Text" field. (~70% built already; needs URL/credential cleanup and end-to-end testing.)

**Workflow 1 — Calendly Invite Email.** When a candidate's Status field changes to "Interview #1 Invited," send an email from careers@ via Outlook with our Calendly booking link, then update the "Calendly Invite Sent Date" field.

**Workflow 2 — Calendly Booking → Zite Status Update.** When a candidate books on Calendly (native n8n trigger), match the invitee email to a Zite candidate record and flip their Status to "Interview #1 Scheduled" with the date populated.

**Workflow 3 — Rejection Email.** When Status changes to any rejected variant, send a brief rejection email from careers@ and update the "Rejection Email Sent Date" field.

## Stack involved (first project)

- **n8n Cloud** (provisioned, one workflow partially built)
- **Zite Database** (formerly Fillout Database — REST API + native n8n integration)
- **Microsoft 365 Outlook** (sending email from a shared mailbox via OAuth)
- **Calendly Standard** (native n8n trigger node)

## What we provide

- Full specification document (attached)
- Zite API key
- Access to our n8n Cloud account
- Microsoft 365 account with Send As permission configured
- Calendly Standard subscription with event already set up
- Existing partial Workflow 0 in our n8n

## Acceptance criteria

All four tests must pass end-to-end with zero manual intervention. Tested on completion:

1. New Zite record with resume PDF → within 60 seconds, Resume Text field is populated with extracted PDF text
2. Status flip to "Interview #1 Invited" → within 60 seconds, candidate receives email from careers@ with the Calendly link, Calendly Invite Sent Date filled
3. Candidate books a slot → within 60 seconds, their Status flips to "Interview #1 Scheduled" with Interview #1 Date filled
4. Status flip to any rejected variant → within 60 seconds, rejection email sent, Rejection Email Sent Date filled

## Budget & timeline (first project)

- **Timeline: 48 hours from project start**
- No paid test or pre-screen. We're hiring based on Upwork rating, completed jobs, and the quality of your application.

---

## The bigger picture — what's coming after this

If the first project ships clean, here's the roadmap of automation work we have lined up for the right partner. None of this is committed to you on day one — we're transparent about needing to see fit on the first project first — but this is real work, with real budgets, in the queue:

**1. Autonomous Quoting Agent (n8n + Claude API backbone).** Our current bottleneck is that all customer quotes are manual in QuickBooks Online. We're building an agent that reads structured floor plan legends (per-run, complete specs), auto-quotes gondola shelving via our standalone configurator, emails our non-gondola manufacturers for missing items, parses returned supplier PDFs with AI, applies margins, and ships completed quotes to the salesperson for review. Multi-week build with significant complexity.

**2. Shopify Dropship Order Routing (storefixtures.com — our ecommerce channel).** When a paid order comes in, n8n catches the Shopify webhook, splits the order line items by supplier (using product metafields), generates supplier-specific PO PDFs from a Google Docs template, emails each supplier their PO, and posts the corresponding vendor bill to QBO automatically.

**3. Supplier PDF Parsing Agent.** Many of our manufacturers send quote responses as PDFs with varying formats. We need an n8n agent that parses these (Claude API for the AI lift, n8n for the orchestration), normalizes the data, and writes it back to our quoting system. Recurring use case across hundreds of supplier interactions per year.

**4. ERP Migration Bridge (QuickBooks Online → Odoo Enterprise).** During our ERP transition, we need n8n workflows that preserve the full QBO project financial lifecycle (Estimate → Project → Invoice → PO → Bill → Expense) by syncing data between systems. Mission-critical — breaking the lifecycle costs us real money.

**5. Sales Tax Compliance Integration.** Currently using Kintsugi (Free tier) for US nexus monitoring tied to QBO. As we cross collection thresholds in additional US states, we'll need automated jurisdiction-aware tax handling on mixed-scope invoices (equipment + installation labor). Recurring compliance workflow.

**6. CRM Drip + Lead Routing (ActiveCampaign + Monday CRM).** Multi-channel email + WhatsApp drip sequences for nurturing leads through our ~2-month sales cycle. Integration with our existing Monday CRM and ActiveCampaign account.

**7. Internal Project Lifecycle Sync.** Our project management spans Monday CRM (sales pipeline), Asana (delivery), Time Doctor (PM time tracking), and QBO (financials). These need cleaner cross-tool automation — currently semi-manual.

The full Vanguard automation stack is documented internally. Devs who treat the first project as a one-and-done won't see any of this. Devs who deliver clean, well-commented, well-documented work will be the first call for everything above.

---

## Required experience

- **n8n Cloud**
- **REST APIs + Webhooks** — HTTP Request nodes, webhook triggers, OAuth, header auth
- **Microsoft Outlook** OAuth integration in n8n — non-negotiable. This is where most devs get stuck.
- **High Upwork rating + significant completed job count** required
- Bonus: **Claude API / Anthropic API** integration experience (we'll need this for the future agent work)
- Bonus: **QuickBooks Online API** experience (relevant to the ERP migration work)

**No agencies. No teams. Solo developers only.**

We're a real operating company building real automation, not a startup testing the waters. Treat this seriously and you'll have years of work.

• Describe most complex n8n workflow you've shipped to production (with webhooks and multi-step API calls)
• Your estimated time to complete all 4 workflows
• Whether you're interested in long-term ongoing work or just a one-off
• Price for this current project

We are looking for a highly experienced QuickBooks expert to support our budgeting and financial forecasting needs on an ongoing basis.

This is not an entry-level role. We need someone with deep, hands-on mastery of QuickBooks who can hit the ground running - building, managing, and refining budgets and forecasts for our clients with minimal
supervision.

RESPONSIBILITIES
• Set up and manage advanced budgets and forecasts within QuickBooks
• Analyze financial data and generate detailed reports for clients
• Identify variances and provide strategic recommendations
• Collaborate with our internal team to ensure data accuracy
• Maintain and update financial models on a regular basis

REQUIREMENTS
• 5+ years of hands-on experience with QuickBooks Online - expert level required
• QuickBooks ProAdvisor certification is a strong advantage
• Proven track record in building budgets, forecasts, and financial reports
• Able to work independently with high attention to detail
• Reliable, proactive communicator available for regular check-ins

TO APPLY
Please share your QuickBooks experience, your ProAdvisor certification (if applicable), and your availability for a long-term engagement. Only expert-level candidates will be considered.

We are seeking an experienced estimator for our carpentry company. The ideal candidate will have the ability to perform carpentry take-offs and provide a cutting list. Knowledge of Australian timber sizes is essential. The role involves working closely with our team to ensure accurate and efficient project planning. If you have a strong background in construction and estimating, we would love to hear from you.

Phase 2 We are seeking a skilled freelancer to execute Phase 2 of our project. For Phase 2, We will focus on updating the current assumptions, organizing the financial inputs, and rebuilding the model structure around the current numbers

Summary
We need a licensed CPA or Enrolled Agent with experience in employment taxes to help a small company with tax reporting for a payment made to an individual in 2025.

We need help determining the correct tax treatment, preparing and filing the appropriate forms (W-2 and/or 1099), calculating any employer-side tax obligations, and ensuring compliance with both federal (IRS/SSA) and California state requirements.

This is a one-time engagement involving a single payment to one individual. All details will be provided upon hire.

What We Need:

- Guidance on proper classification and tax treatment of the payment
- Preparation and filing of the appropriate tax forms
- Calculation of any employer-side taxes or obligations owed
- Advice on any late filing considerations
- Federal and California state compliance

Ideal Candidate:

- Licensed CPA or Enrolled Agent
- Experience with employment taxes, W-2s, 1099s, and payroll tax obligations
- Familiar with California state tax reporting (EDD, FTB)
- Responsive and available for VERY quick turnaround

We’re looking for an experienced Excel financial modeling specialist to build a clean, scalable MRR tracking and recurring revenue dashboard for a subscription-based supplements business.

Our business operates on recurring subscriptions, and we need a robust spreadsheet system that gives clear visibility into subscription performance, retention, churn, and revenue forecasting.

Scope of Work:

Build a professional Excel workbook for subscription business analytics
Track:
Monthly Recurring Revenue (MRR)
New subscriptions
Renewals
Churn / cancellations
Reactivations / win-backs
Average Revenue Per User (ARPU)
Customer Lifetime Value (LTV) assumptions
Cohort retention tracking
Revenue forecasting
Create dashboards with visual charts and KPIs
Import / organize raw order or subscription export data
Support recurring subscription models (monthly / quarterly / custom billing)
Handle discount codes, trials, failed payments, and subscription pauses if applicable
Build formulas that are easy for a non-technical operator to maintain
Include documentation / handoff instructions

Ideal Candidate:

Strong Excel / Google Sheets modeling skills
Experience with SaaS, subscription ecommerce, or recurring revenue businesses
Familiarity with supplements / DTC ecommerce is a plus
Experience working with Shopify, Recharge, Skio, Stripe, or subscription billing exports
Strong dashboard / reporting design skills

Deliverables:

Fully functional Excel workbook
KPI dashboard
Revenue forecasting model
Documentation / walkthrough

To Apply, Please Include:

Examples of similar subscription revenue models you’ve built
Your estimated timeline
Fixed-price or hourly rate
Any experience with supplements or subscription ecommerce businesses

We are a growing bookkeeping firm looking for a Lead Generation Specialist to help us consistently identify and organize qualified business leads.

This role is focused on helping generate opportunities for a solo bookkeeping firm owner who is looking to grow strategically and build long-term recurring client relationships.

We are NOT looking for mass spam outreach or aggressive sales tactics. We value professionalism, relationship-based growth, and high-quality lead targeting.

About Us
We work primarily with:
- Small businesses
- Service-based businesses
- Education organizations
- QuickBooks Online users

Our focus is on bookkeeping, QBO cleanup, reconciliations, and operational financial support.

Responsibilities
- Research and identify qualified business leads
- Build targeted prospect lists
- Identify businesses that may need bookkeeping or QuickBooks support
- Research CPA firms for referral opportunities
- Find accurate contact information and LinkedIn profiles
- Organize leads into spreadsheets or CRM systems
- Support outreach efforts and lead tracking
- Help maintain a consistent pipeline of opportunities

Ideal Candidate
- Proven lead generation experience
- Experience working with professional service firms is preferred
- Strong online research skills
- Familiarity with LinkedIn prospecting
- Organized and detail-oriented
- Strong written English communication
- Ability to identify quality leads rather than mass low-quality prospects
- Self-motivated and proactive

Preferred Experience
- Lead generation for bookkeeping, accounting, finance, or consulting firms
- B2B lead generation
- CRM systems
- LinkedIn outreach
- Understanding of small business operations
- Familiarity with QuickBooks Online is a plus

What We Are Looking For
The goal is to build a consistent and organized lead generation process that supports long-term growth.

We are looking for someone who understands how to:
- identify strong prospects
- support relationship-based outreach
- build organized lead systems
- help generate real business opportunities

We are seeking an experienced attorney to assist a currently incarcerated federal inmate with a presidential commutation / clemency application and related advocacy efforts.

The matter involves a nonviolent federal financial offense in the U.S. District Court system. The applicant has already pleaded guilty, accepted responsibility, and is currently serving a federal sentence. We are seeking counsel focused on clemency strategy, petition refinement, supporting submissions, and potential advocacy surrounding the application.

Key facts:

Nonviolent federal conviction
No disciplinary history while incarcerated
Active rehabilitation efforts
Strong family/community support
Detailed release and reintegration plans already being developed
Existing draft commutation materials available for review

We are NOT seeking post-conviction litigation or direct appeal work at this time. The focus is specifically:

Presidential commutation strategy
Petition review and enhancement
Supporting letters/documentation
Clemency advocacy
Guidance regarding outreach and presentation
Potential coordination with media/public-relations efforts where appropriate

Ideal candidate:

Experience with federal clemency or commutation petitions
Familiarity with DOJ Office of the Pardon Attorney process
Strong writing and narrative-development skills
Comfortable handling sensitive and high-profile matters professionally
Experience with federal criminal sentencing and rehabilitation-based advocacy preferred

Please respond with:

Relevant clemency / pardon experience
Any notable matters handled (general descriptions are fine)
Your strategic approach to federal commutation advocacy
Fee structure / availability

Confidentiality and professionalism are extremely important.

Thank you.

• What federal Courts are you licensed to practice in?
• How would you apprqach clemency requests with this administration?
• What state(s) in the US are you licensed to practice law in?

I am looking for an Airtable expert to convert an existing Excel financial tracking spreadsheet into a secure, user-friendly Airtable base.

Currently, I do daily financial data entry in Excel (which I built with AI), but I find it too fragile-formulas get accidentally overwritten or broken during the daily inputs.

I need someone to:
1. Replicate my exact Excel structure and formulas inside Airtable.
2. Build a clean Airtable Interface (or form) so I can simply type in my daily numbers without ever touching or risking the underlying formulas.
3. Ensure the daily, weekly, and monthly totals calculate automatically just like they do in my current spreadsheet.

I will provide the Excel spreadsheet (with the financial numbers blanked out) for you to work from.

Please let me know your estimated cost and how quickly you can turn this around.

Description:
First, We need a QuickBooks specialist to review an existing QuickBooks Desktop file and help plan migration to a cloud accounting platform such as Zoho Books or QuickBooks Online.

then setting up Zoho Books or Quickbooks Online for a small wholesale business, including customers, vendors, invoices, payments, chart of accounts, accounts receivable, and reporting.

Deliverables:

Migration assessment
Export customer/vendor lists
Export open invoices/bills
Export AR/AP aging
Opening balance recommendation
Migration checklist

Zoho Books configuration
Customer/vendor setup
Invoice/payment workflow
AR aging setup
Basic accounting reports
Training

Skills Needed:
Zoho Books, small business accounting, AR/AP, invoicing, financial reports, QuickBooks Desktop, QuickBooks Online, Zoho Books migration, accounting cleanup.

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/90861

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.

Our core offerings include working capital solutions to smooth out daily operational cash flows and flexible overdraft and cash credit limits. We are seeking a financial analyst to help manage and optimize these services. The ideal candidate will have experience in financial analysis and modeling, and be able to provide insights to improve our offerings.

I need a bookkeeper experienced with QuickBooks Online to help organize my contracting LLC’s books. The tasks include adding vehicles to the balance sheet and fixing job costing. The ideal candidate will have experience in asset management and cost accounting.

I need someone to help me pass a prop firm evaluation and then trade in the account for a profit / split. Must be able to trade futures, preferably g. The ideal candidate will have experience in financial analysis and forex trading, with a strong understanding of accounting principles. This role requires intermediate proficiency and offers a budget range of $20 to $70 per hour.

Hi Pulkit sir
​I am looking for an experienced Quantitative / Algorithmic Trading Developer to build a fully automated, low-latency custom trading setup in Python. The strategy is strictly based on Market Depth (Level 2 Order Book Data) and aims to capture intraday trend reversals in high-volume stocks (specifically targeting the Nifty Pharma sector, such as Sun Pharma, Dr. Reddy's, Zydus, Lupin, etc.).
​Here are the core technical requirements for the project:
​Data Ingestion (Low Latency):
​Implement a robust WebSocket connection using Python's asyncio and websockets libraries to stream real-time Level 2 Market Depth (Top 5 Bids and Asks with exact quantities) directly from the broker (Fyers API / Dhan HQ API).
​The listener should be highly stable and capable of handling fast data ticks during peak market hours without lagging.
​Core Logic Engine (Liquidity & Order Flow Analytics):
​The algorithm needs to constantly monitor a specific watchlist of stocks near key intraday structural levels.
​Signal Trigger: Identify Price Action Reversals via Order Book Absorption. The script should detect when price stalls at a resistance/support zone despite high aggressive volume, signaling that institutional limit orders ("Big Walls") are absorbing the flow.
​Confirmation: Combine order book depth analysis (e.g., Bid-Ask volume imbalance ratio shifting significantly) with secondary technical confirmations like a sharp Volume Spike or RSI divergence.
​Risk Management & Order Execution:
​Instant order punching via the broker's Trading API using market or immediate limit orders once conditions are met.
​Automated Stop-Loss placement dynamically behind the "Big Wall" price level or structural high/low, along with predefined target tracking.
​Notifications & Logs:
​Integration with the Telegram API to broadcast real-time operational logs, signal generation details, and execution statuses (e.g., "Signal detected, Order placed for Sun Pharma at ₹XXXX").
​Deployment:
​The code should be clean, modular, well-documented, and optimized to run 24/7 on a Linux VPS (Ubuntu server) with proper exception handling and auto-reconnect logic if the broker's API drops.
​What I am looking for in a Developer:
​Prior hands-on experience working with Indian Broker APIs (Fyers, Dhan, etc.), specifically handling multi-level WebSocket depth feeds.
​Strong background in writing asynchronous Python code (asyncio) for financial markets.
​Experience in deploying trading scripts on cloud structures (AWS/DigitalOcean VPS).
​Please let me know your previous experience with Level 2/Order flow data and how we can take this forward. Looking forward to your proposal!

HOA Management company in Washington State is seeking a detail-oriented and organized Administrative Virtual Assistant to support the day-to-day backend operations of a growing homeowners association (HOA) management company.

This is ideally a long-term remote position for the right person. We are looking for someone who enjoys organization, administrative systems, repetitive workflows, and helping keep a business running smoothly behind the scenes.

This is NOT a phone support or sales role. You will not be expected to take phone calls or independently manage difficult homeowner or board interactions. Instead, your role will focus on administrative support, organization, document management, drafting communications, and assisting with operational workflows using established systems and templates.

The ideal candidate is dependable, highly detail-oriented, tech-comfortable, calm under pressure, and able to follow processes carefully and consistently.

Responsibilities may include:

• Updating homeowner information in PayHOA and Google Drive
• Organizing and maintaining HOA files and folders
• Uploading and organizing invoices and financial documents
• Uploading monthly financial reports to Google Drive
• Drafting homeowner and board email responses using AI tools such as ChatGPT and Claude
• Preparing email drafts and attaching supporting documents as needed
• Processing and preparing violation notices using templates and PayHOA
• Preparing board meeting notices and agendas from templates
• Assisting with annual meeting preparation, including proxy forms, ballots, and sign-in sheets
• Assisting with HOA onboarding tasks, including spreadsheet organization and homeowner imports
• Following written SOPs, checklists, and video instructions
• Assisting with other backend administrative tasks as needed

Requirements:

• Strong written English and communication skills
• Exceptional attention to detail and organization
• Comfortable learning software systems and online platforms
• Familiarity with Google Drive, Gmail, spreadsheets, and AI tools preferred
• Ability to follow processes and instructions consistently
• Reliable internet connection and computer
• Ability to maintain confidentiality and professionalism
• Experience with administrative support, property management, real estate, bookkeeping support, or operations assistance is a plus, but not required

About the Role:

• Fully remote position
• Approximately 10–15 hours per week to start
• Flexible schedule, but responsiveness during business days is important
• Long-term opportunity for the right fit
• Opportunity for additional hours and responsibilities over time as the business grows

We are looking for someone who values consistency, communication, organization, and long-term working relationships. Reliability and attention to detail are extremely important in this role.

To apply, please include:

• A short introduction about yourself
• Your previous virtual assistant or administrative experience
• Any experience using AI tools such as ChatGPT or Claude
• Your weekly availability
• Why you believe you would be a good fit for this role
• Examples of organizational or administrative work you have completed

I need a licensed U.S. CPA to provide a standard mortgage verification letter for my single member LLC. They will review my pre-prepared 2026 financial statement to ensure accuracy and compliance. The task requires attention to detail and experience in financial statement review and mortgage verification.

I'm an Australian financial adviser, mortgage broker, and accountant seeking a designer to create engaging Instagram content. The role involves designing posts that align with my brand and audience, using Canva or similar tools. The ideal candidate will have experience in social media marketing and graphic design, with a strong understanding of Instagram's visual style. This part-time position requires intermediate proficiency and offers a flexible schedule.

**The style I'm after**

Bold and punchy. Big text, strong contrast, modern. Not the polite corporate-finance look — closer to the carousels you see from people like Steph Taylor, Vanessa Lau or the better money creators on Instagram. Clean enough to feel credible, loud enough to compete in the feed.

**What the work looks like**

Each carousel is 6–10 slides covering one topic — things like negative gearing, capital gains tax, how offset accounts work, super contributions, first home buyer rules, that sort of thing.

Sometimes I'll hand you finished copy ready to design around. Other times I'll point you at one of my existing articles or blog posts and ask you to repurpose it into a carousel — pulling out the hook, breaking it into slides, tightening the copy. So you need to be comfortable with both.

**How I want to start**

A paid trial of 3 carousels so we can see if our styles match. If the trial goes well, I'm looking for an ongoing arrangement of roughly 4–8 carousels per month.

**Budget**

$50–$100 AUD per carousel depending on complexity and how much copywriting is involved. Happy to pay at the top of that range for someone whose work I genuinely love.

**What I need from you**

- 2–3 examples of carousels you've designed (finance, business or education niches are a plus, but not essential if your work is strong)
- A rough turnaround time per carousel
- Whether you work in Canva, Figma, or something else (I'd prefer Canva so I can make minor tweaks myself)
- A short note telling me which of these topics you'd find easiest to design a carousel for, and which you'd find hardest: (1) how an offset account saves you interest, (2) the rules around catch-up super contributions, (3) what negative gearing actually is

We have an Australian small transport company and we need a VA and bookkeeper to help keep our records up to date. task includes:
- data entry of customer jobs into our database system
- follow up staff to submit their sheets and check job sheets for any errors
- check staff entries on job sheets to ensure all necessary data has been entered on the sheets
- ensure all data is complete for billing
- do weekly and monthly billing depending on clients
- follow up receivables with debtors for payment
- enter expenses and allocate to correct cost centres
- perform bank recs for the company
- check company emails and act on any urgent requests
- other misc VA tasks as needed.

-in addition, the VA may be needed to help with social media posting and social media management of our other business as well.

ATTENTION TO DETAIL and INITIATIVE for this job are ABSOLUTELY CRITICAL. so if this is not your strength, please do not apply.

We need someone who can take charge of these tasks for us without needing to be spoon-fed and prompted to do everything,

i may ask you to do a small trial task to test you out. this should not take any more than 15-20 mins or so but will help me assess if you are able to do some of these tasks for us.

I look forward to working with you

Hours expected to be between 10-20 hours per week depending on our workload at any point in time.

• To test your ability to navigate some of the tasks you will be doing, i have a small test task that i can send you to work on. are you happy to do this task as a trial before the contract starts. it should not take any more than say 20-30 mins

School Financial Statement. Need a California Board approved CPA.