Accounting & finance work from home

We are looking for a highly experienced AI/ML Architect and Senior Full-Stack Engineer to design and build a production-grade intelligent platform that combines Agentic AI, Machine Learning, Claude AI, video processing, CRM automation, financial systems, and scalable cloud infrastructure.

This is a complex greenfield project requiring deep expertise in AI orchestration, distributed systems, backend architecture, workflow automation, and enterprise integrations. The ideal candidate should be capable of owning architecture decisions, implementation, deployment, and long-term scalability.

Scope of Work:
Design and implement a scalable microservices architecture.
Build Agentic AI systems capable of planning, reasoning, memory management, tool usage, and autonomous task execution.

Integrate Anthropic Claude for conversational AI, document processing, workflow automation, and decision support.

Develop machine learning pipelines for prediction, classification, recommendation engines, and business intelligence.

Implement RAG (Retrieval-Augmented Generation) architectures with vector databases and long-term memory.

Build multi-agent systems using frameworks such as LangGraph, CrewAI, AutoGen, or similar technologies.

Create AI orchestration layers that coordinate multiple models, APIs, tools, and workflows.

Design secure API gateways, event-driven services, and asynchronous processing pipelines.

Develop advanced video processing services using FFmpeg, including:
Video transcoding
Compression
Clipping
Watermarking
Thumbnail generation
HLS streaming
Automated media workflows
Integrate GoHighLevel (GHL) for:
CRM synchronization
Lead management
Pipeline automation
Appointment scheduling
SMS and communication workflows
Integrate Xero for:
Invoice generation
Customer synchronization
Payment reconciliation
Financial reporting
Automated accounting workflows
Build monitoring, logging, analytics, and operational dashboards.
Design systems capable of handling high-volume workloads and future scaling requirements.
Required Skills:
Artificial Intelligence & Machine Learning
Python
PyTorch
TensorFlow
Scikit-learn
LangGraph
LangChain
CrewAI
AutoGen
Vector Databases
RAG Architectures
Claude API
Multi-Agent Systems
Prompt Engineering
LLM Fine-Tuning
Backend Development
Node.js
TypeScript
NestJS
Express.js
FastAPI
REST APIs
GraphQL
WebSockets
Event-Driven Architecture
Databases & Storage
PostgreSQL
MongoDB
Redis
Elasticsearch
Pinecone
Weaviate
ChromaDB
Video Processing
FFmpeg
HLS Streaming
Video Encoding
Video Optimization
Media Processing Pipelines
Cloud & DevOps
AWS, Azure, or GCP
Docker
Kubernetes
CI/CD Pipelines
Infrastructure as Code
Monitoring & Observability
Third-Party Integrations
Anthropic Claude
GoHighLevel (GHL)
Xero
Twilio
Stripe
Webhooks
External APIs
Ideal Experience:
Building AI SaaS platforms.
Developing autonomous Agentic AI systems.
Creating multi-agent architectures.
Designing distributed backend systems.
Implementing workflow automation platforms.
Working with large-scale CRM and accounting integrations.
Developing video-heavy applications and media processing pipelines.

Deliverables:
Complete system architecture and technical documentation.
Production-ready backend services.
Agentic AI framework implementation.
Claude integration layer.
Machine learning infrastructure.
FFmpeg media processing services.
GoHighLevel integration platform.
Xero invoicing and accounting automation.
Monitoring, logging, and analytics systems.
Deployment and DevOps setup.
Fully documented APIs and workflows.

To Apply, Please Include:
Examples of Agentic AI or autonomous AI systems you have built.
Experience with Claude, LangGraph, CrewAI, AutoGen, or similar frameworks.
Examples of GoHighLevel and Xero integrations.
Previous FFmpeg or large-scale video processing projects.
Your preferred architecture for a platform of this complexity.
Experience using both Python and Node.js in production environments.

Estimated timeline and recommended team size.
This is a senior-level project requiring strong architecture, AI, backend, and integration expertise. We are looking for a long-term partner who can help build and scale the platform from concept to production.

• What techniques would you use to clean a data set?
• What tools do you use for data mining and visualization?
• Describe your recent experience with similar projects

I am looking for an experienced professional to rewrite and improve my resume for entry-level Financial Analyst and FP&A roles.

Requirements (Please do not apply unless you meet these requirements):

• You have personally worked as a Financial Analyst, FP&A Analyst, Senior Financial Analyst, or similar finance role.
• You have experience hiring, interviewing, or managing Financial Analysts.
• You understand what hiring managers and ATS systems look for in entry-level finance candidates.
• You have experience tailoring resumes for Financial Analyst, FP&A, Corporate Finance, and related positions.
• Strong knowledge of Excel, financial modeling, reporting, budgeting, variance analysis, and business analytics terminology.

Project Scope:

• Rewrite and improve my current resume.
• Strengthen bullet points and quantify accomplishments.
• Improve ATS compatibility without keyword stuffing.
• Tailor the resume toward entry-level Financial Analyst and FP&A opportunities.
• Provide suggestions on formatting, skills, and areas for improvement.
• Optional: Review my LinkedIn profile and provide feedback.

When applying, please include:

1. Your previous Financial Analyst or finance-related experience.
2. Your experience hiring or interviewing Financial Analysts.
3. A sample resume you have worked on (with confidential information removed).
4. Why you believe you are qualified for this project.

I am looking for quality and real industry experience rather than generic resume-writing services.

Title: Senior brand designer — institutional investor materials (CIM, memos, pitch deck) for a real asset investment firm

Category: Graphic Design → Presentation & Document Design · 3–4 weeks Location/Language: US-based or US-overlap hours; native-level English


About us
Kearsarge Capital is a New England-based real asset investment manager preparing for institutional and family-office fundraising. Our brand system exists (logo, palette, typography, brand guidelines PDF) and our materials are content-complete — written, legally reviewed, and structured. We need a senior designer to take them from "well-formatted working documents" to institutional-grade, designed materials consistent with a trusted, capable private investment brand. Content design only — you will not need to write or edit copy.

What we provide:
Brand guidelines + brand board (navy #0D1B3E, blue #1B4F8C, gold #C8922A, ice #A8C8E8; Georgia display / Arial body)
Final content in native files: 1 Word CIM, 3 Word memos, 1 internal Word memo template, 2 PowerPoint decks

Reference aesthetic: institutional PE/infrastructure managers (think Blackstone/Brookfield document discipline) with an authentic New England mountain character — heritage, not ski-bro

NDA (required before any source files are shared; materials reference a confidential transaction)

Deliverables

1. Document design system & templates (the foundation)

A Word-native template system (styles, cover, headers/footers, tables, stat callouts, disclaimer blocks) and a matching PowerPoint template. Hard requirement: templates must remain editable by us in Word/PowerPoint — these are living documents updated monthly in-house; we will not return to a designer for copy changes. (InDesign masters welcome as an add-on, but native editability is the acceptance test.)

2. Flagship documents: Applying templates from Item 1, along with appropriate customizations, for a set of investor documents. Confidential Information Memorandum — ~18–22 pages, 13 sections, cover, TOC, tables, stat bands, timeline 3. Three supporting memos (~6–10 pages each): tax program memo, structure memo, pipeline summary — same system, distinct cover treatments and professional documentation preparation, use of appropriate imagery, etc.

3. Investor Presentation: Primary/extended deck is ~26 slides (layouts exist; needs professional polish: spacing, table design, page-number/footer contrast, divider slides, icon set); Short-form deck is ~10 slides derived from the main deck

4. Imagery. Curated, licensed photography set (~15–25 images): New England mountains, four-season recreation, historic mill towns, village architecture. You source and license (budget separately); no watermarked comps in finals. Image placement across all documents above.

Acceptance criteria
We can open every file and edit text without breaking layout
Print test: clean US-letter PDF export, no orphaned headings, consistent margins
A one-page style sheet documenting the system so future documents match

To indicate interest, please include
2–3 samples of financial/investment documents you have designed (CIM, PPM, fund deck, or annual report — required)
Confirmation you will sign an NDA before receiving files (this is a dependency to this scope). Separately, there will be necessary limitations on usage of materials for portfolio marketing to avoid exposing confidential information and/or materials.
Fixed price per milestone or hourly price range (+ preference), and total timeline
One sentence on how you'd give a document "New England heritage" character without making it rustic

Position Type: Part-Time / Independent Contractor

Location: Remote (US-Based) or Hybrid (Chicago, IL)

Project Scope: Code review, architecture advice, and risk-management consulting

Project Overview
We are looking for a Quantitative Trading Consultant to provide high-level technical guidance and code-review for a private algorithmic trading project. The development team has a foundational background in Python and financial concepts but requires expert advisory sessions to refine their data pipeline and implement institutional-grade best practices.

Your role will be strictly advisory—acting as a subject matter expert to review code architecture, suggest methodology improvements, and optimize data strategy.

Key Advisory Areas
The consultant will provide technical insights across the following pillars:

Model Architecture: Advising on feature engineering, data pipelines, and translating quantitative trading signals into clean Python code.

Backtesting Validation: Reviewing historical data frameworks to identify and mitigate structural risks like look-ahead bias, survivorship bias, and overfitting.

Risk Management & Hedging: Providing strategic guidance on portfolio mathematics, position sizing, and risk mitigation using derivatives (options/futures).

Infrastructure Review: High-level consulting on API integrations with brokerages and paper-trading simulation setups.

Consultant Qualifications
Strong professional or academic background in Quantitative Finance, Financial Engineering, or Computer Science.

Deep proficiency in Python and standard quantitative libraries (e.g., Pandas, NumPy).

Ability to break down highly complex quantitative and risk concepts into actionable development milestones.

Logistics & Compliance
Commitment: 2–4 hours of consulting per week, conducted via remote video sessions (with screen-sharing/code review) or in-person if located in Chicago.

Compliance: All communications, contract milestones, and payments will be strictly managed through Upwork.

We are seeking an experienced accountant to assist with submitting our UK tax CT600 form and annual report. The ideal candidate will have a strong understanding of UK tax laws and regulations, ensuring accurate and timely submissions. Responsibilities include preparing financial statements, calculating tax liabilities, and ensuring compliance with all relevant tax authorities. If you have experience in tax preparation and financial accounting, we would love to hear from you.

**Project: Pitch Deck Redesign – Infrastructure Private Equity Fund (Institutional Quality)**

**Overview**
We are a lower middle-market private equity firm gearing up to fundraise our debut fund (Fund I). We are looking for a designer to reformat and elevate the visual design of our ~20-slide investor pitch deck. The content is largely finalized — this is purely a design engagement.

**What We're Looking For**
Our current deck is functional but not polished enough for the institutional LP audience we are targeting (pension funds, endowments, insurance companies, family offices etc. ). We need someone who can bring a clean, sophisticated, and professional aesthetic — think top-tier PE/infrastructure fund, not startup pitch deck.

Specifically, we want:
- A consistent, polished design system applied across all slides (typography, color palette, spacing, layout)
- Our existing brand colors used thoughtfully and consistently
- Clean data visualization — some slides include return benchmarks, fund terms, and deal-level financials that need to be clearly presented
- Reformatted team, strategy, and market slides with a layout that feels institutional and credible
- Title slide, section dividers, and content slides all cohesive
- Fully editable PowerPoint (.pptx) delivered as final output

**Source Material**
We will share the current deck (under NDA) once engaged. The deck is approximately 20 slides.

**Ideal Candidate**
- Strong portfolio of financial services, PE/VC, or institutional investment materials
- Experience designing for a sophisticated B2B or investor audience (not consumer/startup)
- Proficient in PowerPoint (not Canva or Google Slides)
- Able to work quickly and communicate proactively — this is a time-sensitive project

**Timeline**
We need a first draft by early next week. Please only accept if you can meet this deadline.

**Budget**
Fixed price: $400 for the full deck (~20 slides) or $40 an hour.

**To Apply**
Please include 2-3 examples of relevant work (financial, institutional, or investor-facing decks preferred). Generic design portfolios will not be considered.

# Assistant — Phone-Based Administrative, Business, Communication, and AI Tool Support

## About the Role

We are seeking a dependable, patient, detail-oriented, and technology-comfortable Assistant to provide daily administrative, business, communication, and personal task support to an incarcerated individual.

This is a unique role that requires strong communication skills, trustworthiness, patience, and the ability to assist someone who cannot directly access or view a computer screen. The Assistant will work by phone while sitting at a computer and will help complete daily tasks under the direction of the individual.

The person being assisted is actively involved in managing business matters, communications, online accounts, administrative tasks, social media activity, personal organization, and daily life responsibilities. Because he is incarcerated, he cannot directly view emails, websites, documents, online platforms, dashboards, forms, or account screens. The Assistant will serve as his eyes, hands, and computer access during scheduled working hours.

This means the Assistant must be able to clearly explain what appears on the screen, read or summarize emails accurately, describe websites and account pages in detail, follow verbal instructions, ask clarifying questions, complete assigned tasks, and use AI tools when needed to troubleshoot problems or learn unfamiliar systems.

This is not a caregiving role. This is not a legal role. This is not a role where the Assistant makes decisions on behalf of the individual. The Assistant is there to help execute tasks, organize information, manage communications, and provide real-time computer-based support under direction.

The ideal candidate is someone who is patient, resourceful, respectful, organized, and comfortable using technology. Advanced technical experience is not required. However, the Assistant must be comfortable using a computer, email, web browsers, screenshots, password managers, and AI tools such as ChatGPT, Claude, Gemini, or similar platforms.

A major part of this position is problem-solving. The Assistant does not need to know every platform or software tool in advance. What matters most is the ability to remain calm, take a screenshot, upload it into an AI tool, explain the problem, follow step-by-step instructions, and continue working through the issue.

This role is best suited for someone who enjoys helping, communicating, organizing, troubleshooting, and working through daily tasks in real time.

---

## Important Context

The Assistant will be working directly with an incarcerated individual.

Comfort with this is required. If a candidate has concerns, discomfort, bias, hesitation, or judgment about working with someone who is incarcerated, this role is not a fit.

The work relationship must be professional, respectful, and focused on completing tasks. The person hired must understand that incarceration does not change the need for professionalism, dignity, confidentiality, and clear communication.

The Assistant will be trusted with sensitive information, including emails, business communications, account details, personal finance-related information, passwords stored in a password manager, social media accounts, and other private materials. Confidentiality is required at all times.

The Assistant must be able to communicate respectfully and clearly. The individual being assisted cannot see the screen, so the Assistant must describe things in a way that allows him to understand what is happening and make decisions.

For example, instead of saying, “There’s a button here,” the Assistant should be able to say, “I’m on the account settings page. At the top left, I see the account name. On the right side, there is a blue button that says ‘Update Payment Method.’ Under that, there are three sections: billing address, payment card, and invoice history.”

This level of description is important because the individual must be able to understand what is on the screen without seeing it.

---

## Primary Purpose of the Position

The main purpose of this role is to provide real-time computer-based assistance by phone.

The Assistant will help the individual complete daily business, administrative, communication, and personal tasks. The Assistant will listen carefully, explain what is happening on screen, follow instructions, and complete tasks as directed.

The role may include:

* Reading and managing emails.
* Responding to emails as directed.
* Opening and explaining documents.
* Reviewing websites.
* Managing online accounts.
* Assisting with social media.
* Helping with business operations.
* Organizing schedules and reminders.
* Conducting online research.
* Troubleshooting software or account issues.
* Using AI tools to learn unfamiliar platforms.
* Taking screenshots and using AI for guidance.
* Helping with basic personal finance organization.
* Tracking tasks and follow-ups.
* Communicating clearly throughout the day.

The Assistant will spend most of the work period on the phone with the individual. There may be occasional independent tasks, but the primary structure is live phone-based support.

---

## What a Typical Day May Look Like

A typical workday may begin with a phone call where the individual explains what needs to be handled that day. The Assistant may open email accounts, read new messages, summarize important information, identify urgent items, and help draft responses.

The Assistant may then move through a list of tasks. These could include checking business accounts, reviewing social media messages, posting content, researching a topic, logging into online platforms, reviewing invoices, checking payment information, organizing documents, or following up on pending issues.

Throughout the day, the Assistant will explain what is on the screen. The individual may ask questions, give directions, approve responses, ask the Assistant to click certain buttons, or request that something be researched further.

If the Assistant gets stuck, the expectation is not to give up. The Assistant should use available tools. For example, the Assistant may take a screenshot, upload it into ChatGPT, Claude, or Gemini, and ask for help understanding the page or resolving the issue. The Assistant should then follow the instructions carefully and report back.

The day may include breaks. There may also be times when the Assistant is given a task to complete independently, such as drafting an email, organizing a document, creating a task list, or researching a service. However, the majority of the role involves active phone communication.

---

## Key Responsibilities

### Phone-Based Support

The Assistant must be comfortable spending several hours on the phone during the workday. This is one of the most important parts of the role.

The Assistant will be expected to:

* Stay connected by phone while working at a computer.
* Listen carefully to instructions.
* Explain what is visible on the screen.
* Read or summarize emails, messages, documents, and account information.
* Ask clarifying questions when needed.
* Confirm before taking important actions.
* Communicate calmly and professionally.
* Maintain focus during the work period.
* Take breaks as scheduled or needed.

This is not a silent administrative role. It is a communication-heavy role that requires consistent verbal interaction.

---

### Screen Description and Verbal Communication

Because the individual cannot see the screen, the Assistant must be able to describe visual information clearly.

This includes:

* Explaining what page is open.
* Reading headings, labels, buttons, and menu options.
* Describing the layout of a page.
* Identifying important alerts, errors, or warnings.
* Explaining options before clicking.
* Reading email subject lines and senders.
* Summarizing long emails or documents.
* Describing forms and required fields.
* Explaining account balances, due dates, or notices when directed.
* Confirming actions before submitting forms or sending messages.

The Assistant should not rush through explanations. Clear communication is essential.

---

### Email Management

The Assistant may help manage email accounts such as Gmail, Outlook, or other email platforms.

Tasks may include:

* Checking inboxes.
* Reading emails aloud or summarizing them.
* Identifying important messages.
* Organizing emails into folders or labels.
* Drafting replies under direction.
* Sending emails after approval.
* Searching for older emails.
* Downloading attachments.
* Opening documents attached to emails.
* Tracking follow-up items.
* Unsubscribing from unwanted emails when directed.
* Flagging urgent or important messages.
* Maintaining professionalism in written communication.

The Assistant must understand that email access may involve confidential business or personal information. Discretion is required.

---

### Business Administrative Support

The Assistant may assist with general business operations and administrative tasks.

These may include:

* Managing task lists.
* Tracking business follow-ups.
* Organizing documents.
* Reviewing website dashboards.
* Assisting with customer service communications.
* Researching vendors or services.
* Comparing tools or platforms.
* Helping prepare messages for contractors or developers.
* Reviewing account settings.
* Updating business records.
* Creating summaries of information.
* Helping organize digital files.
* Drafting business emails.
* Assisting with basic project coordination.

The Assistant is not expected to make business decisions. The Assistant helps gather information, explain options, and carry out instructions.

---

### Social Media Support

The Assistant may help manage social media tasks.

This may include:

* Logging into social media platforms.
* Reading messages or notifications.
* Drafting posts.
* Posting content as directed.
* Reviewing comments.
* Describing analytics or account activity.
* Uploading photos, captions, or updates.
* Scheduling posts.
* Researching content ideas.
* Helping maintain a professional online presence.

The Assistant must not post anything without direction or approval.

---

### Online Research

The Assistant may conduct online research for business or personal tasks.

Examples include:

* Looking up services.
* Comparing pricing.
* Finding contact information.
* Researching business tools.
* Finding customer service pages.
* Reviewing vendor options.
* Searching for instructions.
* Summarizing articles.
* Finding public information.
* Creating short reports from research.

The Assistant must be able to distinguish between reliable and unreliable information. When unsure, the Assistant should verify details using official sources or ask an AI tool for help evaluating the information.

---

### AI Tool Usage

Comfort using AI tools is a major part of this role.

The Assistant should be willing to use tools such as:

* ChatGPT
* Claude
* Gemini
* Other AI assistants or productivity tools

AI tools may be used to:

* Troubleshoot problems.
* Draft emails.
* Summarize information.
* Explain unfamiliar websites.
* Understand error messages.
* Create step-by-step instructions.
* Research topics.
* Improve writing.
* Organize task lists.
* Review screenshots.
* Generate ideas.
* Explain software features.

The Assistant does not need to be an AI expert. However, the Assistant must be willing to learn how to use AI as a daily work tool.

A key expectation is this: when stuck, do not simply stop. Take a screenshot, explain the problem to an AI tool, ask for step-by-step guidance, and work through the issue.

---

### Screenshot-Based Troubleshooting

The Assistant should know or be willing to learn how to take screenshots.

Screenshots may be used when:

* A website is confusing.
* An error message appears.
* A form is unclear.
* A software tool is unfamiliar.
* Instructions are needed.
* The Assistant needs help understanding what to do next.

The Assistant should be able to upload the screenshot into an AI tool and ask questions such as:

* “What is this screen asking me to do?”
* “How do I fix this error?”
* “Where should I click next?”
* “What information is required on this form?”
* “How do I complete this task?”
* “Please explain this page in simple steps.”

This ability is important because the role requires independent problem-solving.

---

### Password Manager Usage

The Assistant may use a password manager to access accounts.

The Assistant must be comfortable with secure password practices.

Responsibilities may include:

* Using a password manager to log into accounts.
* Not writing passwords down insecurely.
* Not sharing credentials.
* Following security instructions.
* Logging out when required.
* Protecting private information.
* Reporting login issues.
* Using two-factor authentication when instructed.

Confidentiality and security are extremely important.

---

### Personal Finance Administrative Support

The Assistant may help with basic personal finance organization.

This does not mean making financial decisions. The Assistant will not be expected to decide how money should be spent, invested, transferred, or managed.

The Assistant may help with administrative finance tasks such as:

* Reviewing bills.
* Reading account balances.
* Identifying due dates.
* Summarizing transactions.
* Organizing payment information.
* Helping track expenses.
* Reviewing statements.
* Explaining what appears on financial websites.
* Assisting with forms under direction.
* Helping organize reminders.

Any financial action must be directed and approved by the individual.

---

### Document Review and Organization

The Assistant may help open, read, summarize, and organize documents.

This may include:

* PDFs.
* Word documents.
* Google Docs.
* Spreadsheets.
* Forms.
* Letters.
* Invoices.
* Statements.
* Business documents.
* Notes.
* Reports.

The Assistant should be able to summarize documents clearly and identify important sections.

---

### Scheduling and Task Tracking

The Assistant may help keep track of tasks, deadlines, appointments, reminders, and follow-ups.

This may include:

* Creating task lists.
* Updating calendars.
* Tracking deadlines.
* Sending reminders.
* Following up on emails.
* Maintaining notes.
* Organizing priorities.
* Keeping a daily work log.

Strong organization skills are helpful.

---

## Required Skills

The successful candidate must have:

* Excellent verbal communication skills.
* Patience and professionalism.
* Comfort working by phone.
* Comfort working with an incarcerated individual.
* Basic computer skills.
* Basic email skills.
* Ability to use Gmail and Outlook.
* Ability to use web browsers.
* Ability to describe screen content clearly.
* Ability to follow verbal instructions.
* Ability to ask clarifying questions.
* Ability to use AI tools or willingness to learn.
* Ability to take screenshots or willingness to learn.
* Ability to handle confidential information.
* Reliability and punctuality.
* A quiet workspace.
* A reliable computer.
* A reliable internet connection.
* A reliable phone.

---

## Preferred Skills

The following are helpful but not required:

* Prior assistant experience.
* Virtual assistant experience.
* Administrative support experience.
* Customer service experience.
* Social media experience.
* Experience using ChatGPT, Claude, or Gemini.
* Experience with password managers.
* Experience with Google Workspace.
* Experience with Microsoft Office.
* Experience with basic bookkeeping or finance organization.
* Experience helping someone remotely.
* Experience reading or summarizing documents.
* Strong writing skills.
* Strong research skills.

---

## Who This Role Is For

This role is for someone who is:

* Patient.
* Respectful.
* Reliable.
* Organized.
* Resourceful.
* Comfortable with technology.
* Comfortable on the phone.
* Comfortable working with someone who is incarcerated.
* Willing to learn.
* Willing to use AI tools.
* Good at explaining things.
* Good at following instructions.
* Careful with confidential information.
* Calm when solving problems.
* Able to communicate clearly.

This role is also a good fit for someone who may not have advanced technical skills but is willing to learn and problem-solve using available tools.

---

## Who This Role Is Not For

This role is not for someone who:

* Is uncomfortable working with an incarcerated individual.
* Does not want to be on the phone for long periods.
* Gets frustrated explaining things in detail.
* Is careless with private information.
* Is unwilling to use AI tools.
* Gives up quickly when stuck.
* Cannot follow verbal instructions.
* Does not communicate clearly.
* Is unreliable with scheduling.
* Does not have a quiet workspace.
* Does not have a reliable computer or internet connection.
* Wants a role with minimal interaction.
* Is uncomfortable with email, online accounts, or password managers.

---

## Schedule

This is a part-time position.

Expected schedule:

* Approximately 4 to 6 hours per day.
* Work generally occurs during normal business hours in the Pacific Time Zone.
* Some flexibility may be needed.
* The Assistant will spend most of the time on the phone.
* Breaks will be provided throughout the day.
* Some independent task work may be assigned.

Candidates must be clear about their availability.

---

## Compensation

Compensation: $_____ per hour.

Pay will depend on experience, availability, reliability, communication skills, and overall fit for the role.

A paid trial period may be used to confirm fit.

---

## Confidentiality

The Assistant will have access to sensitive personal, business, financial, and account-related information.

Confidentiality is mandatory.

The Assistant must not share private information, login details, documents, business matters, financial information, personal communications, or any other confidential information with anyone outside the approved work relationship.

Professional discretion is required at all times.

---

## Professional Boundaries

This is a professional assistant role.

The Assistant is expected to:

* Communicate respectfully.
* Stay focused on assigned tasks.
* Maintain appropriate boundaries.
* Follow instructions.
* Avoid making unauthorized decisions.
* Avoid sharing personal opinions unless asked.
* Avoid judgmental behavior.
* Maintain confidentiality.
* Treat the individual with dignity and respect.

---

## Application Instructions

To apply, please send the following:

* Your name.
* Your phone number.
* Your email address.
* Your city, state, and time zone.
* Your availability during Pacific Time business hours.
* Your desired hourly rate.
* A short summary of your relevant experience.
* Whether you have used ChatGPT, Claude, Gemini, or similar AI tools.
* Whether you are comfortable working directly with an incarcerated individual.
* Whether you are comfortable being on the phone for several hours per day.
* Whether you have experience with Gmail, Outlook, or password managers.
* Confirmation that you have a reliable computer, phone, internet connection, and quiet workspace.

---

## Screening Questions

Applicants may be asked:

1. Are you comfortable working directly with an incarcerated individual?
2. Do you have any concerns about this type of role?
3. Are you comfortable being on the phone for 4 to 6 hours per day?
4. Can you clearly describe what you see on a screen to someone who cannot see it?
5. What email platforms have you used?
6. Have you used ChatGPT, Claude, Gemini, or similar AI tools?
7. Are you comfortable taking screenshots and using AI tools to troubleshoot?
8. Do you have experience using a password manager?
9. Are you comfortable handling confidential information?
10. What is your availability during Pacific Time business hours?
11. Do you have a reliable computer, phone, internet connection, and quiet workspace?
12. How do you handle unfamiliar technology?
13. What would you do if you got stuck on a website or form?
14. Do you have experience with social media tasks?
15. Do you have experience organizing emails, documents, or schedules?
16. Why are you interested in this position?
17. Why do you think you would be a good fit?
18. What hourly rate are you seeking?
19. Are you willing to complete a paid trial task?
20. When would you be available to start?

---

## Candidate Trial Task

Candidates may be asked to complete a short trial task.

Example trial task:

Open a website, email, article, or online form. Take a screenshot. Then write a description of the screen as if explaining it to someone who cannot see it.

The description should include:

* What page or document is open.
* What major sections are visible.
* What buttons or options are available.
* What information appears important.
* What action you would recommend next.
* How you would use an AI tool if you were unsure what to do.

This trial task helps evaluate screen description, communication ability, attention to detail, and comfort with AI-assisted troubleshooting.

---

## Final Job Posting Version

# Assistant — Phone-Based Administrative & Business Support

We are seeking a reliable, patient, and technology-comfortable Assistant to provide daily administrative, business, communication, and personal task support to an incarcerated individual.

This role is primarily phone-based. You will sit at a computer while speaking with the individual by phone, follow instructions, read or summarize emails, describe what is on the screen, complete online tasks, manage communications, and help troubleshoot issues as they come up.

The individual you will be assisting cannot see the computer screen, emails, websites, forms, dashboards, or online accounts. Because of that, you must be able to clearly and patiently explain what you see, read information accurately, summarize options, and follow verbal instructions step by step.

This is not a caregiving role, legal role, or decision-making role. You will be assisting with tasks under direction.

Tasks may include email management, online research, social media support, business administration, document review, scheduling, account management, basic personal finance organization, and general daily support.

You do not need advanced technical experience. However, you must be comfortable with basic computer use, email, web browsers, screenshots, and AI tools such as ChatGPT, Claude, or Gemini. If you get stuck, you should be able to take a screenshot, upload it into an AI tool, explain the issue, follow the instructions, and continue troubleshooting.

You must be comfortable working directly with an incarcerated individual. If that is an issue for you, this role is not a fit.

## Responsibilities

* Provide real-time phone-based support while working from a computer.
* Read, summarize, and help manage emails.
* Clearly describe what appears on websites, documents, forms, dashboards, and online accounts.
* Follow verbal instructions to complete business and administrative tasks.
* Assist with social media, research, scheduling, document review, and general organization.
* Help with basic personal finance organization as directed.
* Use AI tools such as ChatGPT, Claude, or Gemini to troubleshoot problems.
* Take screenshots when needed and use AI tools to help solve issues.
* Use a password manager to access accounts securely.
* Maintain confidentiality and professionalism at all times.

## Requirements

* Strong communication skills.
* Comfortable being on the phone for several hours per day.
* Able to clearly describe what is on a computer screen.
* Basic computer, email, and internet skills.
* Comfortable using Gmail, Outlook, and web browsers.
* Comfortable using AI tools or willing to learn.
* Able to take screenshots and follow step-by-step troubleshooting guidance.
* Organized, reliable, patient, and detail-oriented.
* Comfortable handling confidential information.
* Reliable computer, internet connection, phone, and quiet workspace.
* Comfortable working directly with an incarcerated individual.

## Preferred But Not Required

* Prior assistant, administrative, virtual assistant, or business support experience.
* Experience using ChatGPT, Claude, Gemini, or similar AI tools.
* Experience with social media platforms.
* Experience using a password manager.
* Experience with basic finance-related administrative tasks.
* Experience supporting someone remotely by phone.

## Schedule

Approximately 4 to 6 hours per day.

Work will generally take place during normal business hours in the Pacific Time Zone. Some flexibility is required.

Most of the work period will be spent on the phone while completing computer-based tasks. Breaks will be provided throughout the day. Some independent work may also be assigned.

## Compensation

$_____ per hour, depending on experience, availability, reliability, and fit.

## To Apply

Please send a short message with:

* Your name.
* Your location or time zone.
* Your availability during Pacific Time business hours.
* Your relevant experience.
* Whether you have used ChatGPT, Claude, Gemini, or similar AI tools.
* Whether you are comfortable working directly with an incarcerated individual.
* Your desired hourly rate.
* Confirmation that you have a reliable computer, internet connection, phone, and quiet workspace.

Qualified candidates should be patient, professional, resourceful, and comfortable using technology to solve problems. If you communicate clearly, follow instructions well, and are willing to use AI tools to work through unfamiliar tasks, we encourage you to apply.

We're building software for accounting and bookkeeping firms and want experienced practitioners to pressure-test whether our workflows match how firms actually operate. This is not bookkeeping work — you won't be doing books. You'll evaluate the product as someone who'd use it daily and tell us where it's right, wrong, or missing something.
What you'll do:

Walk through workflows (client setup, engagements, document handling, month-end, billing, etc.) and assess fit against real firm practice
Tell us what a real firm would expect that isn't there, what's structured wrong, and what would make you trust or distrust the tool
Compare against tools you've actually used
Give structured, prioritized feedback — not "I like it / I don't"

You're a strong fit if you:

Are a practicing or former CPA, accountant, or senior bookkeeper
Have worked across multiple firms or clients — ideally onboarded/implemented firms onto practice management or accounting tools
Can clearly articulate why a workflow is off and what would fix it
Have strong opinions about the tools you use today

To apply:

Tell us about the firms/clients you've worked with and the size of those practices
Which practice management, document, or accounting tools have you used, and which do you have the strongest opinions about?
Describe one workflow in your current tools that frustrates you, and how you'd fix it

This role requires signing an NDA before product access. We'll begin with a small paid trial review before ongoing work.

I need a senior developer to set up a minimal Chrome extension (Manifest V3) that works with a financial API. The extension should include a popup UI and connect to the API to fetch user data and transaction history.

Scope:
- Create a basic Chrome extension using Manifest V3
- Build a popup page with a simple UI
- Connect the popup to a financial API via API calls
- Fetch and display user data and transactions
- Use TypeScript and keep styling simple
- Provide a ZIP file or GitHub repository with brief setup instructions

Deliverables:
- A working Chrome extension
- Popup interface that retrieves and displays user data and transaction history from the API
- Clean and maintainable TypeScript code
- Brief setup and installation documentation

Requirements:
- Strong experience with Chrome Extension development (Manifest V3)
- Experience with Next.js and TypeScript
- Experience integrating third-party APIs
- Ability to deliver a clean, functional proof of concept

• Have you built a Chrome extension using Next.js? Briefly describe.

Dental Treatment Coordinator

We are looking for a remote Dental Treatment Coordinator to manage patient treatment plan follow-ups.

This role is for someone who understands dentistry, is organized, and is pleasant and confident over the phone.

Responsibilities

* Follow up with patients who have pending treatment plans
* Call, text, and email patients professionally
* Help patients understand recommended treatment and next steps
* Update patient notes and follow-up status accurately
* Coordinate with our in-office team
* Help schedule patients for treatment, consultations, or financial discussions

Required Skills

* Previous experience as a **Dental Treatment Coordinator**, dental front office team member, or dental office manager
* Strong understanding of common dental procedures such as crowns, fillings, implants, deep cleanings, veneers, extractions, and night guards
* Excellent phone communication skills
* Warm, pleasant, and professional personality
* Strong English communication skills
* Organized and consistent with follow-up
* Comfortable working from home
* Able to explain dental treatment in a simple, patient-friendly way

Big Plus

* Knowledge of **U.S. dental insurance**, including PPO benefits, deductibles, annual maximums, co-pays, frequencies, downgrades, limitations, and patient portions
* Experience explaining insurance estimates to patients clearly and simply

Helpful but Not Required

Experience with dental practice management software, Weave, or GoHighLevel.

Schedule

Part-time during PST to start, with potential for more hours.

• What dental experience do you have?
• Have you worked with dental treatment plan follow-up before?
• Do you have experience with U.S. dental insurance?

I'm looking for a detail-oriented researcher to build targeted prospect lists across three business categories as I validate market demand for consulting services focused on growth, operations, systems, marketing, content, and AI-powered business support.

Target Audience

Women-owned, founder-led businesses where the owner is still heavily involved in day-to-day operations.

Ideal Business Profile

Solo entrepreneurs or small teams
Founder-led organizations
Growing businesses
Established but still owner-operated
Founder likely wears multiple hats (marketing, operations, customer service, sales, etc.)

Please build separate prospect lists for the following categories:

BUCKET 1: Children's Businesses (40 Leads)

Examples:

Dance studios
Children's enrichment centers
Tutoring companies
Learning centers
Gymnastics studios
Music schools
Youth activity businesses

BUCKET 2: Beauty & Wellness Businesses (30 Leads)

Examples:

Med spas
Estheticians
Lash studios
Wellness clinics
Skincare businesses
Beauty service providers

BUCKET 3: Founder-Led Service Businesses (30 Leads)

Examples:

Marketing agencies
Virtual assistant agencies
Bookkeeping firms
Consultants
Coaches
Creative agencies
Professional service businesses

Deliverables

Please provide a Google Sheet with separate tabs for each business category.

For each business, include:

Business Name
Owner/Founder Name
Email Address (if publicly available)
Website
Business Instagram Handle
Business Instagram Follower Count
Owner Instagram Handle (if available)
City/State
Business Category
Notes

Goal

The purpose of this project is to identify which customer segment is the strongest fit for consulting services that help founders create more clarity, stronger systems, operational support, and sustainable growth.

Please include examples of similar lead generation or research projects you've completed.

I am looking for an assistant - Support Coordinator

We’re hiring an experienced Property Management Administrative Assistant to support our team with Buildium operations, owner communications, and HOA tasks. Every day is something different with handling homeowner's requests. You must have Buildium experience that I can verify. I also need someone efficient in using ChatGpt and other Ai platforms that benefit operations.

Core Responsibilities:
- Buildium Operations: Property/unit setup, tenant onboarding, recurring rent rules, maintenance tickets, owner statements, bank feeds/reconciliations, vendor bills, 1099 prep, and reporting.
- Tenant & Leasing Support: Leasing pipeline management, renewals, notices, vendor coordination, and resident communications.
- HOA Administrative Tasks: Resale disclosures through Homewise, compiling financial packets for board meetings, issuing HOA violations, and managing owner accounts.

Must-Haves:
- 1–3+ years in property management (HOA)
- Strong hands-on Buildium experience
- Clear, fluent written English with good proficiency for phones
- 3–4 hours overlap with U.S. business hours (we work CST time)

Engagement:
- Ongoing hourly contract
- $8–$14/hr, depending on experience and communication quality

What Success Looks Like
- Buildium is fully updated, accurate, and organized
- Residents and owners receive clear, timely updates
- HOA documentation is error-free and on time
- You anticipate needs and communicate proactively

Do not send resumes to us directly as I will only hire through Upwork for this position.

Submit a proposal today and grow with Bullseye Management & Realty, where we simplify community living.

• Which Buildium modules have you used regularly (tickets, bank recs, recurring charges, owner statements)?
• Draft a few sentences (mock) email to a resident about a delayed vendor repair, including next steps and timeline.
• Confirm your coverage window in U.S. Central Time and your ability to complete a 5–10 hr paid trial next week.

Job Posting: Part-Time Social Media Marketing Specialist (Financial Services / Payment Processing)

Position: Social Media Marketing Specialist
Industry: Financial Services / Payment Processing
Location: Remote
Schedule: Part-Time

About Us
We are an emerging company in the financial services and payment processing industry. As we build our brand and market presence, we are looking for a hands-on Social Media Marketing Specialist who has direct experience marketing financial services, merchant services, payment processing.

This is an excellent opportunity for someone who enjoys building social media channels from the ground up and wants to help shape a growing company's digital presence.

Position Overview
We are seeking a creative, strategic, and results-driven social media professional to establish and grow our social media presence across multiple platforms. The ideal candidate will have experience creating content, managing campaigns, and running paid advertising for financial services or payment processing companies.

You will be responsible for developing our social media strategy, creating engaging content, managing posting schedules, and executing paid advertising campaigns designed to generate leads and increase brand awareness.

Responsibilities
Develop and implement a social media accounts, strategy aligned with company goals

Establish and grow our presence on:
Facebook
Instagram
TikTok
Create engaging content including posts, graphics, videos, reels, and stories and ads
Build and maintain a consistent posting schedule
Manage social media calendars and content planning
Create and manage paid advertising campaigns on Facebook, Instagram, and TikTok
Monitor campaign performance and optimize for lead generation and engagement
Track analytics and provide monthly performance reports
Stay current on social media trends, platform updates, and best practices
Collaborate with leadership to develop messaging and promotional campaigns
Recommend tools, strategies, and processes to support continued growth

Qualifications
Required
Proven experience managing social media for:
Payment processing companies
Merchant services providers
Financial services firms

Experience creating and managing Facebook, Instagram, and TikTok content
Experience running paid social media advertising campaigns
Strong understanding of lead generation and customer acquisition strategies
Ability to create compelling content tailored to financial services audiences
Experience using social media analytics and reporting tools
Strong communication and organizational skills

Preferred
Experience marketing B2B financial products or merchant services
Graphic design experience (Canva, Adobe Creative Suite, etc.)
Video editing experience for short-form social media content
Understanding of compliance considerations within financial services marketing

What We're Looking For
The right candidate is someone who can take ownership of our social media presence and help build it from the ground up. We need a self-starter who can develop ideas, execute campaigns, and demonstrate measurable growth through both organic and paid strategies.

I am looking for a detail-oriented Virtual Assistant to manage my job search from end to end.

Responsibilities include:

• Finding relevant job openings based on criteria I provide
• Tailoring my resume to individual job descriptions
• Drafting and customizing cover letters when needed
• Completing and submitting job applications on LinkedIn, Indeed, company career sites, and other platforms
• Maintaining a spreadsheet or tracker of all applications submitted
• Tracking interview requests and assisting with scheduling
• Identifying opportunities that align with my background in customer success, account management, sales, and financial services

Requirements:

• Previous experience supporting a client's job search
• Strong written English skills
• Experience tailoring resumes for ATS systems
• Excellent attention to detail
• Ability to work independently and communicate proactively
• Familiarity with LinkedIn, Indeed, Glassdoor, and other job boards

Your goal is to submit 10–20 high-quality applications per day.

• Have you previously applied to jobs on behalf of clients? If so, approximately how many applications do you submit per hour and what types of roles have you supported?
• What information would you need from me to begin applying for jobs on my behalf within 24 hours of being hired?
• Describe your process for tailoring resumes and cover letters to individual job postings.
• What tools do you use for job searching and application tracking? (LinkedIn, Indeed, Teal, Jobscan, Airtable, spreadsheets, etc.)
• Please provide an example of a job search project you've managed and the results achieved.

We're looking for an experienced tax professional (CPA or EA preferred) to help us process complex Schedule K-1s into professional tax software — Lacerte, CCH Axcess, and UltraTax. You should have deep, hands-on K-1 expertise: multi-tier partnerships, state K-1s, special allocations, and basis items — and be able to explain not just where data goes in each platform, but why. Hands-on experience with at least two of the three platforms is required. The engagement starts with K-1 work and will expand into full business returns (1065, 1120-S, 1120), so strong fundamentals in partnership and corporate taxation are essential. Contract/part-time with flexible hours and room to grow.

Part-Time Bookkeeper

Role: Bookkeeper (Part-Time)
Pay: $10–$15/hr
Hours: Part-time (5-10 hrs/week), 9 AM – 12 PM PST
Start: Soon
Location: Remote
Industry: Coaching & Consulting / Financial Operations

Job Description:
We’re looking for a detail-oriented and reliable Part-Time Bookkeeper to support our small but high-performing operations team. You’ll work directly with our Operations Lead to keep our financial processes running smoothly — from issuing invoices and following up on accounts receivable to categorizing expenses and pulling reports in QuickBooks Online (QBO). This is a recurring Upwork contract role ideal for someone who takes ownership of their work and communicates proactively.

Key Responsibilities:
Issue and send client invoices accurately and on time.
Create and manage payment links via Stripe.
Categorize revenue and travel expenses in QuickBooks Online (QBO).
Monitor accounts receivable (AR) and diligently follow up on outstanding balances.
Prepare and submit reimbursement requests on behalf of the team.
Generate financial reports (P&L and others) and flag any categorization discrepancies.
Coordinate with the Operations Lead on billing questions and financial workflows.
Communicate professionally with external clients regarding invoices and payments.

Qualifications:
QBO Expert: Proficient in QuickBooks Online — required.
Stripe Experience: Comfortable creating payment links and managing payment processing.
Bookkeeping Background: Minimum 2 years of bookkeeping experience; strong grasp of AR, expense categorization, and financial reporting.
Communicator: Professional written communication for client-facing correspondence.
Tech-Savvy: Familiarity with Google Workspace (Gmail, Sheets); Monday.com experience is a plus.
Upwork Preferred: Job Success Score 90%+ and $5,000+ in earnings preferred.

Who are we and what do we do?
We are a growing coaching and consulting practice working at the intersection of leadership, well-being, and business growth. Our team supports high-performing professionals and organizations through 1:1 coaching, group programs, and custom workshops. We are a small, mission-driven team that values ownership, clear communication, and doing excellent work.

What We Offer:
Join a dynamic, remote-first team and you’ll enjoy:

• Flexible, part-time hours within a defined morning window (9 AM–12 PM PST)
• Recurring Upwork contract with opportunity to grow
• Collaborative and approachable team culture
• Meaningful work supporting a mission-driven organization
• Investment in your growth and long-term partnership

Additional Details:
• Upwork contract — please apply through Upwork
• Must be available during 9 AM–12 PM PST on weekdays
• Shortlisted candidates will complete a paid trial task (2–3 hrs): pull a P&L from QBO, identify miscategorized transactions, propose corrections, and recategorize upon approval

Equal Employment Opportunity:
We provide equal employment opportunities to all applicants without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, political affiliation, military veteran status, or any other protected characteristic under applicable law.

• Describe your recent experience with similar projects

Accounting Exam & Assessment Author — Internal Controls (Walkthroughs, Control Testing & Exceptions)

Engagement: ~8–12 weeks, 10–20 hrs/week, remote

Author exam-style content across the full internal-controls testing lifecycle: confirming how a process and its controls actually work, testing whether the controls operated, and evaluating the failures. You write the questions, model answers, and scoring guides; our content team handles production.
Scope / deliverables

Build a cohesive controls scenario base — a process with its narrative/flowchart, a risk-control matrix, and a population of transactions with supporting evidence — that the items below sit on.
Walkthrough / roll-forward items: check current evidence against last year's process description, update the write-up, and state whether anything changed.
Control-testing items: select a sample, gather the evidence for each, and conclude whether any transaction failed the control.
Exception items: for failures, describe what went wrong, judge severity (deficiency / significant deficiency / material weakness), and assess whether several small failures are really one larger problem.
For each item: a defensible answer key (deterministic where possible), a scoring rubric, and 1–2 realistic wrong answers a mid-level auditor might give.

You bring: 4–8 years in ICFR/SOX controls at a Big Four or national firm, or public-company internal audit; CPA and/or CISA; hands-on with process walkthroughs and narratives, controls testing, and deficiency evaluation under PCAOB AS 2201 / COSO; precise technical writing.


• Describe your recent experience with similar projects
• Please list any certifications related to this project
• Describe your proficiency with Microsoft Excel (pivot tables, macros, etc.)

About Us

We are a growing Arizona-based multifamily real estate company that owns and manages apartment communities. We currently manage our properties using DoorLoop and maintain detailed property-level financial reporting through custom spreadsheets.

We are looking for a detail-oriented accounting and finance professional to become a long-term member of our team. This person will help ensure our financial records are accurate, organized, and up-to-date across multiple properties.

Position Overview

The primary responsibility of this role is maintaining accurate property-level financial records, reconciling transactions, tracking expenses, and preparing monthly profit and loss statements.

This is not a traditional corporate bookkeeping role. We need someone who understands how to track financial performance by property and by unit, identify discrepancies, and create clean financial reports for ownership review.

Responsibilities
DoorLoop Accounting & Financial Management
Review and reconcile all transactions within DoorLoop
Ensure income and expenses are properly categorized
Track expenses by property and by individual unit
Verify rent collections and other property income
Review vendor invoices and coding accuracy
Monitor accounts payable and outstanding balances
Financial Reporting
Prepare monthly property-level Profit & Loss statements
Reconcile DoorLoop financials to ownership spreadsheets
Track loan payments, mortgage expenses, and owner-related transactions not captured in DoorLoop
Identify and investigate discrepancies between reports
Create monthly financial summary reports for ownership
Maintain historical property performance records
Reconciliation & Controls
Reconcile bank accounts and credit card statements
Verify vendor payments and recurring expenses
Ensure proper allocation of expenses across properties
Maintain supporting documentation for all transactions
Assist with year-end reporting and CPA requests
Process Improvement
Help streamline our current accounting and reporting process
Recommend ways to improve financial tracking and reporting
Explore opportunities to move more reporting directly into DoorLoop
Build systems and procedures that improve accuracy and efficiency
Qualifications
Required
3+ years of bookkeeping, accounting, or financial operations experience
Strong Excel or Google Sheets skills
Experience preparing Profit & Loss statements
Experience performing account reconciliations
Excellent attention to detail
Strong written and verbal communication skills
Ability to work independently and identify issues proactively
Preferred
Property management or real estate accounting experience
Experience with DoorLoop, AppFolio, Buildium, Rent Manager, or similar property management software
Experience tracking multiple properties or business entities
Understanding of multifamily operations
Experience working with owners, investors, or asset managers
Success in This Role

After 90 days, this person should be able to:

Produce accurate monthly P&Ls for every property
Reconcile DoorLoop records with ownership reporting
Track expenses accurately by property and unit
Identify financial discrepancies before ownership discovers them
Create organized reporting that supports decision-making
Hours & Compensation
Part-time to start (10–20 hours per week)
Opportunity to grow into a larger role
Long-term position for the right candidate
Please include your hourly rate, relevant software experience, and examples of real estate accounting work when applying.
To Apply

Please answer the following:

What property management/accounting software have you used?
Have you prepared monthly P&Ls for rental properties?
Have you reconciled bank accounts and credit cards?
How many properties or units have you supported?
Describe your experience with Excel or Google Sheets.
What is your hourly rate?
Are you available during U.S. business hours?

I am seeking a developer/ someone experienced in Zoho books to setup a new zoho account so that the bookkeeping process is largely automated. I have attached a porject scope to better outline what is required.

We're digitizing a large volume of scanned customer invoices into a structured Airtable base, and we're hiring multiple meticulous data entry specialists to transcribe them.

You'll be given access to an Airtable form. Each record corresponds to one scanned invoice image (attached to the record). For each invoice, you'll read the scan and enter roughly 20–25 fields: dollar amounts (subtotal, tax, shipping, totals), payment dates and amounts (deposit and final payment), payment method, checkboxes, and a free-text notes field. All entries go through a clearly typed form — currency fields, date pickers, and dropdowns — so the structure does the formatting for you. Your job is reading carefully and typing accurately.

A few things to know about the source material: these are real-world scans — rotated pages, occasional handwriting, and a few faint or hard-to-read areas. Part of the job is flagging anything illegible using a checkbox rather than guessing. Accuracy matters far more than speed here; every record goes through a QC review, and continued work is based on maintaining a low error rate, not a fast clock.

Ongoing work across a large document set, assigned in batches
We're hiring several specialists; strong performers will receive continued batches

Hourly or per-invoice pricing — propose what works for you

You're a fit if you:

Have demonstrable data entry experience with financial documents (invoices, receipts, statements)
Are comfortable reading scanned/handwritten source documents
Have used Airtable, or are confident picking up a simple form quickly

Ask questions when something is ambiguous instead of guessing

Can commit consistent weekly hours

Important — confidentiality:
These are business financial documents. You'll be required to sign a simple NDA before starting. Sensitive payment details have been redacted from the images, but if you encounter any payment card information that was missed, the instruction is simple: do not transcribe it — check the "contains card data" flag on the record and move on. Following this rule precisely is a hard requirement.

To apply:
Start your proposal with the word "LEDGER" so we know you read this posting. Briefly describe your experience with financial document transcription, and tell us: if a handwritten dollar amount could be read as either $1,635.00 or $1,685.00, what would you do? There's a right answer.

**Project Overview**

I am looking for an experienced software engineer to convert an existing TradingView indicator/strategy into a web-based automated trading platform. The long-term goal is to create a subscription-based SaaS product that can be sold to traders.

**Project Requirements**

* Analyze and understand an existing TradingView Pine Script indicator/strategy.
* Recreate the indicator logic outside of TradingView while maintaining identical signal generation.
* Build a web-based dashboard for users.
* Integrate with broker and exchange APIs for automated trade execution.
* Develop user authentication and account management.
* Implement subscription billing and payment processing.
* Create trade logging, analytics, and performance reporting.
* Ensure scalability and security for future commercial deployment.
* Design the system to support multiple users simultaneously.

**Technical Skills Required**

* Strong experience with TradingView Pine Script.
* Backend development (Python, Node.js, or similar).
* Experience with trading APIs and broker integrations.
* Web application development (React, Next.js, Vue, etc.).
* Database design and management.
* Cloud deployment experience (AWS, Azure, GCP, DigitalOcean, etc.).
* Experience building SaaS products is a major plus.

**Preferred Experience**

* Algorithmic trading systems.
* Copy trading platforms.
* Subscription-based software products.
* Financial market data integrations.
* Multi-tenant SaaS architecture.

**Deliverables**

* Fully functioning web-based trading bot.
* User dashboard.
* Admin dashboard.
* Automated trade execution system.
* Subscription and billing integration.
* Source code ownership transferred upon completion.
* Documentation and deployment instructions.

**To Apply**

Please provide:

1. Examples of trading systems or fintech projects you have built.
2. Experience working with TradingView/Pine Script.
3. Technologies you would recommend for this project.
4. Estimated timeline and budget range.
5. Whether you have experience building subscription-based SaaS platforms.

**Important Note**

This is intended to become a commercial product. The selected developer must be comfortable signing an NDA and transferring full intellectual property rights upon project completion.

I need someone to reach out to a provided list of business phone numbers and sell my bookkeeping services.

A typical call will be
• Hey, I noticed that you're running a Shopify store, is that right?
• Fantastic. I'm calling because we do bookkeeping for Shopify stores. Do you think you're overpaying in taxes?
• Grab their email, name and a good time to call back
• Set the appointment for them

If they ask:

What I Offer: Shopify Bookkeeping for $400/month

• It's common to miss $3k-$10k in tax write-offs
• Bad bookkeeping can cost them $1,500 in IRS penalties
• On average, businesses save $2,800 in hours recovered

Shopify is great at sales reports but if you just record your bank deposits as revenue:
• You don't deduct the processing fee
• Sales tax is not remitted
• You misreport your gross sales
• You don't know where your money went

My fees are always covered by the tax savings. And if the tax savings don't make up for it, I'll refund the difference to guarantee it costs you nothing in the worse case.

I only use QuickBooks Online.
I don't run payroll.
I don't file taxes.
I partner with CPAs to give you a discount on tax filings.

Our bookkeeper is facing a medical issue, and we urgently need an annual bookkeeping cleanup for our popular bar, restaurant, and night club. We expect a full engagement to ensure our financial records are accurate and up-to-date. The ideal candidate will have experience in financial accounting and bookkeeping for similar establishments.

• Describe your recent experience with similar projects
• Please list any certifications related to this project
• Describe your proficiency with Microsoft Excel (pivot tables, macros, etc.)
• How will you suggest improvements if you disagree with an existing process?
• How would you measure or assess a potential problem?

We are seeking an experienced professional to manage and optimize our ad campaigns for financial services and business loans. The ideal candidate will have a strong background in advertising and marketing, with a focus on lead generation and conversion. Responsibilities include creating and executing ad strategies, analyzing performance metrics, and adjusting campaigns for optimal results. If you have a proven track record in this field, we would love to hear from you.

I need someone to reconcile my Quicken personal finance software. The task involves ensuring accuracy and attention to detail in financial data. The ideal candidate will have experience with financial software and be able to identify discrepancies and correct them efficiently.

We are seeking a detail-oriented and organized Bookkeeper / Accounts Payable & Receivables Coordinator to support the financial operations of our fast-growing Social Shopping business. This role is responsible for preparing biweekly Shopify sales reports, managing accounts payable and accounts receivable, reconciling both vendor and customer accounts, and assisting with overall monthly financial health review.

We are located in FL but the position is remote.

Required
2+ years of bookkeeping and accounting.
Experience managing Accounts Payable and Accounts Receivable.
Strong understanding of account reconciliation processes.
Proficiency with Microsoft Excel
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.

Preferred
Experience with Shopify reporting

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/93329

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.

I run a real estate media production company based in Orange County, California. We provide photography, videography, drone work, and virtual tours for real estate agents and brokerages. Our annual revenue is in the $150K range with growth trajectory toward $200K+ over the next 12 months.
I'm looking for a bookkeeper to take ownership of our monthly books in QuickBooks Online. The goal is clean, accurate books that I can hand to a CPA at tax time without scrambling.
What I need on a monthly basis:

Categorize all transactions across business checking, business credit card, and two sub-accounts in Relay Financial

Reconcile all accounts to bank statements

Match transfers between accounts correctly (not double-counted as income or expenses)

Track contractor payments across multiple platforms (Upwork, Wise, Zelle, Venmo) for clean 1099 prep at year-end

Produce a monthly P&L and balance sheet I can actually read
Flag anything unusual: duplicate charges, missed income, miscategorizations, cash flow concerns

Initial cleanup needed before ongoing work begins:

Past 12 months of QuickBooks transactions need cleanup. QuickBooks AI auto-categorized most recent transactions incorrectly, and there's historical commingling between business and personal accounts that needs to be separated.
Bank rules need to be built out for recurring transactions to reduce future manual categorization.

Requirements:

QuickBooks Online ProAdvisor certification preferred
3+ years of bookkeeping experience for service-based businesses
Experience with creative service businesses (photography, videography, agencies, freelancers) strongly preferred
Familiarity with California-specific requirements (FTB filings, $800 LLC franchise tax, Form 568, sales tax exemption nuances for creative services)
Comfort with multiple payment platforms (Stripe, Aryeo, Venmo, Zelle, Upwork, Wise)
Strong written communication. I want clear monthly summaries, not just numbers.
Available for occasional async questions via email or Google Chat

Nice to have:

Experience working alongside a CPA for tax filings
Knowledge of contractor vs. employee classification (we use 1099 contractors only)
Background in setting up financial structures like Profit First or similar systems

What I'm offering:

Predictable monthly engagement, fixed rate
Long-term relationship (this is not a one-off project)
Clean structure to work in: business and personal accounts are being properly separated, dedicated tax savings account in place, weekly cash flow routine already established
Responsive client. I will get you what you need quickly when you ask.

To apply, please include:

A brief intro about your bookkeeping background
Specifically, whether you've worked with creative service businesses and how many
Your QBO ProAdvisor status and any other relevant certifications
Your proposed monthly rate and what's included at that rate
Your proposed one-time fee for the past 12 months of cleanup work
Your availability and turnaround time for monthly closes

I will not consider generic applications that don't address the points above. Please be specific.
Timeline:

Hiring within 2-3 weeks
Cleanup work and monthly engagement starts as soon as hired

• Have you worked with creative services before?
• Describe your recent experience with similar projects
• Please list any certifications related to this project

## Job Title
Social Media Growth Strategist Needed for Crypto Education Product Launch — Organic Only, No Ads First 60 Days

## Project Overview
I am looking for a social media strategist/content manager to help promote a cryptocurrency education product and related course offers through organic social media.

This is not a crypto trading or investment project.

The product teaches cryptocurrency recordkeeping, transaction literacy, tracking, documentation, and preparation for bookkeeping, tax-preparer communication, and software readiness.

I need someone who can help turn our current content inventory into a practical 60-day organic social media plan focused on awareness, engagement, trust-building, lead generation, and sales.

## Main Goal
Promote the Cryptocurrency Made Clear™ product line and Cryptocurrency Transaction Literacy Workshop™ organically for the first 60 days.

No paid ads during the first 60 days.

The goal is to grow visibility, educate the audience, drive engagement, encourage quiz participation, build trust, and generate sales through consistent organic content.

## What I Need Help With
I need someone who can:
1. Review our current social media content inventory
2. Identify what content can be reused or repurposed
3. Recommend missing content we need to create
4. Build a 60-day organic social media schedule
5. Create or coordinate graphics
6. Write post captions
7. Suggest short-form video topics
8. Recommend engagement actions
9. Connect posts to our quiz, book offer, workshop, and Founders offer
10. Help us track what is working

## Current Offers to Promote

The content plan should support promotion of:
* Cryptocurrency Made Clear™ Intro Pack
* Cryptocurrency Transaction Tracker
* 3-Minute Crypto Check™ quiz
* Cryptocurrency Transaction Literacy Workshop™
* Beginner Level Course
* Advanced Level Course
* Beginner + Advanced Course
* I Need It All Bundle
* Founders Circle / early enrollment offer, if active

## Audience

The target audience includes:
* crypto beginners
* people who own crypto but do not understand their records
* small business owners
* solopreneurs
* bookkeepers
* tax preparers
* virtual assistants
* people preparing crypto records for tax or software review
* people who need plain-English crypto recordkeeping education

## Platforms
Primary platforms may include:
* Facebook
* Instagram
* TikTok
* LinkedIn
* YouTube Shorts, if appropriate

I am open to your recommendation on which platforms should be prioritized first.

## Content Needed
The content should include a mix of:
* educational posts
* myth-busting posts
* quiz invitation posts
* short video/reel ideas
* founder/story posts
* problem/solution posts
* product awareness posts
* course benefit posts
* recordkeeping tips
* behind-the-scenes posts
* testimonial or proof posts, if available
* call-to-action posts leading to the quiz, book, or workshop

## Important Brand Positioning
This is not about hype, trading, or promising crypto profits.

The tone should be:
* plain-English
* educational
* practical
* trustworthy
* beginner-friendly
* professional
* warm
* clear

Avoid crypto hype, trading promises, get-rich language, fear-based manipulation, or investment advice.

## Deliverables for First Phase

For the first phase, I need:
1. Review of current content/assets/inventory
2. List of usable existing content
3. List of missing content needed
4. 60-day organic content calendar
5. Weekly posting schedule
6. Caption drafts
7. Graphic recommendations or graphic creation
8. Short-form video/reel topic list
9. Engagement plan
10. Sales/CTA plan connecting content to the quiz, book, workshop, and offers
11. Simple tracking sheet for posts, links, engagement, and sales activity

## No Paid Ads First 60 Days
Please note: I do not want paid ads during the first 60 days.

The strategy should be based on organic reach, consistent posting, audience education, relationship-building, comments, shares, DMs, and clear calls to action.

## What I Am Looking For
I am looking for someone who can think strategically and practically.
I do not only need someone to “make posts.”
I need someone who can help organize the campaign, understand the offers, create a schedule, produce content, support engagement, and help build organic sales momentum.

Please respond with:
1. Your experience with organic social media growth
2. Your experience promoting digital products, courses, or education offers
3. Whether you can review existing content inventory
4. Whether you can create graphics
5. Whether you can write captions
6. Whether you can create a 60-day schedule
7. Your recommended first-phase deliverable
8. Your fixed price and timeline for the first phase

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/93328

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 Neortek, a French automation agency
working with a wealth management firm
(Cabinet de Gestion de Patrimoine) to build
a fully custom CRM tailored to their industry.

This is a serious, well-defined project with
a clear scope. We're looking for an experienced
developer who has already built CRM systems
and understands complex data relationships.

---

PROJECT OVERVIEW

The CRM must include 5 core modules:

1. DASHBOARD / HOME
- Overview: number of clients, contracts,
AUM (assets under management), ongoing cases
- Fund allocation breakdown
- Annual commercial KPIs per advisor
(revenue, meetings count, product family breakdown)

2. CLIENT AGENDA & FOLLOW-UP
- Birthday tracking and client anniversary alerts
- Full calendar integration (preferably Outlook sync)
- Calls and meetings logging (date, time, advisor)
- Shared across all team members

3. CLIENT MODULE (core of the CRM)
Each client record must include:

a) Identity
- Civil status, contact details
- Professional information
- Patrimony overview

b) Contracts
- Detailed contract tracking
- Categories: financial investments,
insurance/mutual, retirement, savings
- Direct links to insurance provider portals

c) Agenda / Activity Log
- Visit tracking synced with Outlook
- Call summaries and notes
- Email history linked to client

d) Notes
- Free-form notes per client record

4. QUERIES / CONTACT MANAGEMENT
- Advanced filtering to segment client portfolios
- Multi-equipment targeting
(identify clients eligible for additional products)
- Client typology extraction
- Full client + prospect listing for:
- Mass communication campaigns
- Automatic reporting dispatch

5. COMPLIANCE MODULE (critical)
- Automatic generation of compliance documents
- Timeline and deadline tracking for regulatory
requirements
- Integration of full regulatory compliance workflow:
DDA / MIF2 / LCBFT / CIF status obligations
- Digital document signature integration
(e-signature for compliance docs sent to clients)
- RGPD compliance throughout

6. PRESCRIPTORS MODULE
- Prescriptor database (name, contact, referrals)
- Meeting and animation calendar
- Linked referral dossiers tracking

---

ADDITIONAL FEATURES REQUIRED

CLIENT PORTAL
- Secure client-facing access
- 360° patrimony view for each client
- Investment tracking dashboard

INTEGRATIONS NEEDED
- Outlook calendar sync (mandatory)
- E-signature solution
(DocuSign, Yousign or equivalent)
- Possibly insurance provider portal links
- Email integration for client activity tracking

---

TECH STACK — OPEN TO PROPOSALS

We are open to the best technical approach
but our preferred stack is:

- Airtable (database + automations)
- Make / Integromat or Zapier (workflows)
- Softr or Stacker (client portal)
- Outlook integration via Make or native sync
- DocuSign / Yousign for e-signature

If you have a better architecture in mind
to meet these requirements, we are open
to discussion.

---

WHAT WE EXPECT FROM YOU

- Proven experience building CRM systems
- Experience with wealth management,
finance or regulated industries is a strong plus
- Ability to propose a clear technical architecture
before starting
- Clean, documented delivery
- Availability for regular check-ins
(we are based in France, GMT+1/+2)
- Fluent English required,
French is a strong plus

---

PROJECT DETAILS

Type: Fixed price preferred, open to milestone-based
Timeline: Looking to start within 2 weeks
Scope: Full build — not a template adaptation
NDA: Required before sharing full specifications

---

TO APPLY, PLEASE INCLUDE:

1. Examples of CRM projects you have built
(screenshots or links)
2. Your proposed tech stack for this project
3. Your estimated timeline and budget range
4. Any questions you have about the scope

Generic applications will not be considered.
We want to see that you have read and
understood the project before applying.