Accounting & finance work from home

We are seeking a skilled real estate bookkeeper get Quickbooks online caught up for 2025 for multiple entities to give it the CPA firm to prep the Tax Returns. Need to Reconcile bank statements, and code expenses, create journal entries for property management reports. The ideal candidate will have experience in real estate accounting and be proficient in using Appfolio. This is a part-time role requiring intermediate proficiency. we have several small businesses, and would also like to get YTD 2026 caught up

I've created the funnel already.

I spent a lot of time on messaging. We are very clear on who we serve and how we can help.

That needs very little work.

We just need it tightened up.

Our funnel is shescalesuniversity.com

The photos attached are perfect example of a clean funnel from top person in industry.

Here is what chatgpt had to say in response to comparison....

PROMPT BEGINS NOW

this is will nelson biggest guy in space doing 1.5m month

Never ran a fitness company ever but crushes marketing and sales

His website so clean

I actually think this is a useful comparison, because it highlights what not to copy as well as what to emulate.

What Will's page does exceptionally well

1. Very low cognitive load.

Every section has:

One headline.
One short paragraph.
A few cards.
A CTA.

Nothing feels overwhelming.

2. Extremely consistent design.

Every card has:

Same spacing.
Same radius.
Same typography.
Same width.

Your brain immediately understands the pattern.

3. Lots of breathing room.

Notice how much empty space exists between sections.

That makes it feel premium.

4. Every section answers one question.

Examples:

Done With You
→ What do I actually receive?

Guarantee
→ What's my risk?

CTA
→ What do I do next?

That's why it reads so easily.

But...

This is also where I think you can beat him.

His positioning is essentially:

We help fitness coaches get paying clients from ads.

It's a very good offer.

It's very clear.

But it's still a familiar category:

marketing
ads
funnels

Your positioning has the potential to feel much larger:

We build elite sales departments for female-focused coaching companies.

That's an executive-level problem.

Where I think your funnel should borrow from him
Copy length

His cards are around 40–70 words.

Yours are often 120–200.

I'd probably cut 30–40% of the words on most sections.

For example, instead of:

We recruit, train, coach, manage, measure and continuously improve every member...

I'd write:

We recruit, train, lead and optimize every member of your sales department—so you never have to build one yourself.

Same message.

Half the words.

Cards

His cards almost read like feature names.

Yours can too.

Instead of:

Our Financial MRI instantly qualifies...

I'd make cards like:

Ready-To-Buy Buyer Engine™
Financial MRI™
Paid-In-Full Activation™
Women's Enrollment System™
Sales Leadership™

Then one sentence underneath.

CTAs

He repeats them constantly.

You're probably only asking once every few sections.

I'd insert a CTA after every major block.

Where I would NOT copy him

His website is built around a marketing service.

Yours shouldn't become a list of services.

Instead of:

Funnel Setup

CRM

Follow-up

Ads

You should stay at the department level.

For example:

Build The Foundation
Ready-To-Buy Buyer Engine™
Financial MRI™
Build The Team
Recruiting
Training
Women's Enrollment
Operate The Department
Leadership
KPIs
Accountability

That feels like you're assembling an organization, not selling individual deliverables.

My biggest takeaway

Looking at his site actually reinforces something we've been working toward:

His page is cleaner.

Your positioning is potentially stronger.

If you combine:

his restraint,
his spacing,
his concise copy,
and your "Elite Sales Department" category,

I honestly think your funnel can feel more premium because you're solving a higher-level business problem.

That's the direction I'd keep pushing: don't add more sections. Make every existing section shorter, cleaner, and relentlessly focused on one idea—you build the sales department so the founder can get back to being the CEO.

Business Plan Writer and Market Research Specialist

We are looking for an experienced business plan writer to help us develop a complete and professional business plan for a new sports and entertainment startup.

*Scope of work:*

* Create a comprehensive, investor-ready business plan.
* Conduct the market, competitor, customer, and industry research required to support the plan.
* Develop realistic financial assumptions, revenue models, startup costs, and projections.
* Work closely with our team to clarify unknowns, challenge our assumptions, and help us think through how the business should be developed.
* Provide practical recommendations regarding pricing, operations, target customers, location requirements, and growth strategy.

We are not looking for someone who will simply complete a template. We want an active collaborator who will ask detailed questions, “pick our brains,” and help shape the business concept throughout the process.

Please include examples of business plans you have previously completed and describe your experience with entertainment, recreation, hospitality, or location-based businesses.

We are a Microsoft consulting agency specializing in Dynamics 365, Power Platform, Copilot Studio, and AI-powered enterprise solutions. We serve international clients across the US, UK, EU, Canada, Australia, and the Middle East.

We're expanding beyond referrals and need an experienced lead generation specialist to build a consistent pipeline through LinkedIn outreach and cold email.

What You'll Do

- Build targeted prospect lists using LinkedIn Sales Navigator, Apollo, or similar tools
- Identify decision-makers (CTOs, IT Directors, Digital Transformation Leaders)
- Send 30-50 personalized LinkedIn connections and follow-ups daily
- Run targeted cold email campaigns using Instantly, Lemlist, or Apollo
- Track prospects in a shared CRM and book qualified discovery calls
- Report weekly on outreach metrics

Target Client Profile

- Industries: Healthcare, Financial Services, Manufacturing, Real Estate, Professional Services
- Company size: 50-2,000 employees
- Regions: US, UK, EU, Canada, Australia, UAE
- Signals: Using Microsoft 365, exploring AI and Copilot solutions

What We Need From You

- 2+ years of proven B2B lead generation experience
- Hands-on expertise with LinkedIn Sales Navigator, Apollo, Instantly, or Lemlist
- Strong written English — outreach must sound human, never templated
- Track record of booking meetings with enterprise decision-makers
- Reliable availability, 20-30 hours per week

Compensation

- Base rate: $4-8/hour based on experience
- Weekly commitment: 20-30 hours
- Bonus: $100 per qualified discovery call booked
- Bonus: $200 per successful client conversion
- Long-term engagement (3+ months)

Success Metrics

- 200-300 prospects reached per week
- 8-12% response rate
- 8-15 discovery calls booked per month
- Decision-maker quality prospects only

How to Apply

Include in your proposal:

1. 2-3 sentences about your LinkedIn lead generation experience
2. Specific tools you use (with years of experience)
3. Recent case study: prospects reached, response rate, meetings booked
4. Sample LinkedIn message for a CTO at a mid-size healthcare company using Microsoft 365 (under 300 characters)
5. Your daily availability and timezone

⚠️ Generic proposals will not be considered.

Dekrya Group does financial analysis for real estate firms — brokerages (commercial & residential), property managers, developers, investors. We need someone to work our list (300+ companies, CT/NY/NJ + Texas) and book us discovery calls. You don’t close but just get 15 minutes on the calendar.

More dials = more money. 10% revenue cut on clients you land. No ceiling.

What you’ll do: 80–120 dials/day, get past gatekeepers, run our script, book calls, log everything.

We provide: target list, call script, objection responses, email templates, training.

Who we want: Sales experience most important (2+ yrs cold calling). Real estate experience a plus, not required. Hungry, resilient, coachable. Clean phone presence.

Pay: 10% of all revenue booked. Projects range from 750-4000. We will give you a target price for each project type.

Dekryagroup.com

We are launching an Australian website that helps small businesses compare card-payment fees. Merchants enter their figures — or upload a payment statement — and see providers ranked by cost. We earn a referral fee when a merchant switches. We are not a broker or financial adviser.

We need an Australian-qualified lawyer to review three short website documents and confirm they are compliant and safe to publish:

- Privacy Policy
- Terms of Use
- Statement Upload Consent & Privacy Notice (shown when a merchant uploads a statement)

The full documents will be provided to the selected professional. At a high level, we need you to check:

1. Compliance with the Privacy Act 1988 and the Australian Privacy Principles. Note: uploaded statements can contain personal information, which we process both manually and via automated OCR — so the consent and handling terms matter.

2. That the Terms are enforceable and our disclaimers (figures are estimates, verify with the provider, general information not financial advice) hold up under Australian Consumer Law.

3. That our referral-fee disclosure is clear and not misleading or deceptive.

4. Anything material that is missing or creates risk.

We also have a small number of decisions marked with [brackets] in the documents that we'd like your recommendation on: governing-law state, a liability cap, statement retention period, where data is stored, and a suitable contact point.

Deliverable: a short written list of required and recommended changes (or marked-up documents), your recommendations on the bracketed items, and written confirmation of whether the three documents are OK to publish as-is or once changes are made.

To be clear on scope: we're looking for advice you're comfortable standing behind, not a light proofread. This is a fixed-price engagement; please quote based on the scope above.

Please confirm in your proposal:

1. Your Australian legal qualification and current practising status, and your familiarity with the Privacy Act / APPs and Australian Consumer Law as they apply to websites.

2. Have you reviewed privacy policies or website terms for businesses that handle uploaded customer documents or personal financial data before? Briefly, what kind?

3. Your realistic turnaround for the deliverable above from receiving the documents.

Build the Future Digital Operating Platform for a Growing Australian Business

We are looking for an experienced Microsoft Power Platform and AI specialist to design and deliver a modern, integrated business management system over the next **3–5 months**.

Our objective is to connect our existing business systems into a single intelligent platform that improves automation, reporting, customer communication and executive decision-making.

This is a strategic project for a growing business, and we're looking for someone who can partner with us from solution design through to implementation.

### Existing Systems

* ShopVOX (CRM / Production Management)
* Xero
* Microsoft 365
* SharePoint
* Teams
* Outlook
* isCompliant (ISO 9001, ISO 14001 & ISO 45001)

### The Opportunity

The successful consultant will design and implement integrations between these platforms using Microsoft technologies, automation and AI to create a scalable digital operating system.

The solution will include:

* Business system integrations
* Workflow automation
* AI-powered management reporting
* Executive dashboards
* Customer communication automation
* Operational and compliance visibility
* Financial reporting
* Scalable architecture for future growth

Skills & Experience

We're looking for proven experience with:

* Microsoft Power Platform
* Power Automate
* Power BI
* SharePoint
* Microsoft 365
* AI / Microsoft Copilot / Azure OpenAI
* API integrations
* ERP or business system integrations
* Business process automation

Experience integrating multiple third-party business applications is highly desirable.

Engagement

* Project duration: 3–5 months
* Remote engagement
* Australian business
* Potential for ongoing support and future development

When applying, please include:

* Examples of similar projects you've delivered.
* Your proposed approach.
* Estimated timeframe.
* Relevant Microsoft certifications.
* Why you're the right fit for this project.

We are looking for a strategic technology partner—not simply a developer—to help build a scalable digital platform that will support the next stage of our business growth.

I need assistance developing a business plan for an interactive photo booth storefront that combines entertainment, food, and social experiences. The concept is to create a unique hangout destination where customers can enjoy high-quality themed photo booths, relax in a comfortable lounge, play board and card games, and purchase affordable snacks, a self-serve ramen bar, and pre-packaged drinks. Revenue would come from photo booth sessions, lounge entry fees, food and beverage sales, and optional merchandise or event bookings. The business plan should include market research, a target audience analysis, startup and operating costs, financial projections, a marketing strategy, and opportunities for future growth, such as private event rentals, memberships, additional locations, and seasonal experiences.

I need an experienced CPA or Enrolled Agent to help clean up payroll and tax compliance for my single-owner Illinois S corporation.

KEY DATES AND BACKGROUND
• My LLC was formed on July 31, 2025
• My S-corporation election is effective July 31, 2025
• My 2025 federal S-corporation extension was filed and accepted on March 4, 2026. The extended Form 1120-S deadline is September 15, 2026.
• Since the S corporation was formed, I have treated myself as an employee and intended certain payments to my personal account to be wages rather than shareholder distributions.
• I manually prepared and tracked payroll instead of using payroll software or a payroll provider.
• I filed all required federal payroll tax returns, including: Forms 941 for Q3 2025, Q4 2025, Q1 2026, and Q2 2026. Form 940 for 2025. A 2025 Form W-2 for myself.
• On the Forms 941, I reported my wages and calculated the applicable Social Security and Medicare taxes.
• I paid the Social Security and Medicare taxes reported on the Forms 941.
• I did not withhold federal income tax or Illinois income tax from my wages.
• I did not use payroll software, generate formal pay stubs, or process payments through a traditional payroll system.
• I maintained records of the wages I intended to pay myself, and my bookkeeping, Forms 941, Form 940, W-2, and corporate records should reflect the same compensation amounts.

RETURNS ALREADY FILED / ITEMS NEEDING REVIEW
• Illinois IL-941 returns for Q3 and Q4 2025 and Q1 and Q2 2026, reporting wages but $0 Illinois income-tax withholding.
• Federal Form 941 for Q2 2026, reporting wages and $0 federal income-tax withholding. I paid the reported Social Security and Medicare balance.
• I have supporting bank statements, payment confirmations, and filed returns.

WHAT I NEED
1. Review the S-corp election and all federal and Illinois payroll filings and payments.
2. Reconstruct correct payroll for 2025 and 2026 from owner transfers and business-paid personal expenses.
3. Calculate any missing employee and employer payroll taxes, deposits, penalties, and interest.
4. Prepare or guide all necessary corrections, including Forms 941-X, W-2c/W-3c, Form 940, amended IL-941s, and amended Illinois unemployment reports, as applicable.
5. Set up a compliant payroll process going forward and provide a clear deadline and action checklist.

Please apply only if you have direct experience cleaning up late payroll for a single-owner S corporation. In your response, please describe similar cases you have handled, your recommended first steps, your availability before September 15, and whether you charge hourly or a fixed fee.

We are looking for an experienced QuickBooks Online bookkeeper to set up our QuickBooks Online account for our property management company.

Scope of work:

Set up QuickBooks Online account
Create an appropriate Chart of Accounts
Configure company settings
Set up customers, vendors, and bank accounts
Import opening balances (if applicable)
Ensure the file is ready for ongoing bookkeeping

Bookkeeping Brief – Urgent BAS & Tax Return Reconstruction

Background

I require an experienced bookkeeper who is fluent with the Australian Tax environment including GST, urgently to bring my bookkeeping up to date so that my BAS obligations and income tax returns can be lodged accurately.

My business experienced significant cash flow problems after a client dispute that resulted in an unpaid amount of approximately $18,000. Because of this, my bookkeeping and tax obligations fell behind.

I need someone who is meticulous, analytical, and prepared to review the bookkeeping from first principles rather than simply continuing from where the previous bookkeeper left off.

Current Outstanding Work

The following requires completion:

- 2024–2025 financial year bookkeeping review and reconciliation.
- Review and correction of the December 2025 BAS period.
- Preparation of the March 2026 BAS.
- Preparation of the June 2026 BAS.
- Finalisation of the 2025–2026 financial year bookkeeping.
- Preparation of a complete set of reconciled financial statements suitable for my tax agent.
- Delivery of accurate Profit & Loss, Balance Sheet, General Ledger and GST reports for both financial years.

The objective is to provide my tax agent with complete, reliable figures so they can prepare:

- 2024–2025 Income Tax Return.
- 2025–2026 Income Tax Return.

Important Issue Requiring Investigation

The primary area I believe requires investigation relates to how client funds were treated during late 2025.

My business model was unusual.

For many projects I collected money from clients which was largely intended to pay third-party contractors. In many cases these funds were effectively held until contractor invoices were received and then paid out.

My understanding at the time was that these amounts should initially have been treated as a liability (for example, unearned income or another appropriate liability account) rather than immediately recognised as business income.

I am concerned that my previous bookkeeper instead recognised much of this as sales immediately, which may have overstated:

- Sales income
- GST payable
- Profit

I would like this entire treatment reviewed carefully against the underlying invoices, contracts, bank transactions and supporting documentation.

If my understanding is incorrect, I would appreciate an explanation of the correct accounting and GST treatment. My priority is that the accounts are accurate and fully compliant.

Expected Outcome

At the completion of the engagement I would like:

- All bank accounts reconciled.
- GST reconciled correctly.
- BAS figures confirmed.
- Balance Sheet cleaned up.
- Profit & Loss verified.
- Supporting workpapers explaining any adjustments made.
- A complete file that can be handed directly to my tax agent.

Additional Background

During the 2025–2026 financial year I ceased actively operating the business and commenced PAYG employment.

As a result:

- Business income reduced significantly.
- The business likely made a substantial loss.
- PAYG tax has been withheld from my employment income.

I therefore expect that completing both years accurately will determine my true tax position and any refunds or liabilities.

Timing

This work is now urgent.

My BAS obligations are overdue, and I also require both tax returns completed as soon as possible.

These financial statements will also assist with ongoing legal and property settlement matters, so accuracy is considerably more important than speed.

What I'm Looking For

I'm looking for someone who:

- Has extensive Australian bookkeeping and GST experience.
- Is experienced with correcting historical bookkeeping errors.
- Is comfortable reconstructing accounts from bank records and source documents.
- Can communicate clearly and explain any accounting decisions.
- Works closely with tax agents where required.
- Is proactive and detail-oriented rather than simply processing transactions mechanically.

Accuracy is my highest priority. I want complete confidence that the figures presented to my tax agent are correct.

We are seeking a skilled video editor to create engaging and informative videos for our faceless YouTube channel focused on financial history. The ideal candidate will have experience in video editing and a keen interest in financial topics.

https://www.carranzainsuranceagency.com/

We are a growing insurance agency looking for an experienced Google Ads (PPC) and SEO specialist to help us generate high-quality leads and improve our online visibility.

Our initial Google Ads budget is $500/month, and we’re looking for someone who knows how to maximize results with a modest budget while building a strategy that can scale over time.

Responsibilities

* Set up, optimize, and manage Google Ads campaigns
* Perform keyword research and competitor analysis
* Create compelling ad copy with strong calls to action
* Optimize campaigns for lead generation and ROI
* Monitor performance and make ongoing adjustments
* Implement conversion tracking using Google Analytics and Google Tag Manager (preferred)
* Provide monthly performance reports with actionable recommendations
* Perform on-page and technical SEO optimization for our website
* Improve organic search rankings for insurance-related keywords
* Identify additional opportunities to increase qualified traffic and conversions

Our Goals

* Generate consistent, high-quality insurance leads
* Lower cost per lead while increasing conversions
* Improve our Google search rankings through SEO
* Build a long-term relationship with a marketing partner who can grow with our agency

Ideal Candidate

* Proven experience managing Google Ads for local service businesses (insurance experience is a major plus)
* Strong understanding of Google Ads, Quality Score, bidding strategies, and conversion optimization
* Experience with local SEO and website optimization
* Familiarity with Google Analytics, Google Tag Manager, and Google Search Console
* Excellent communication skills
* Ability to explain campaign performance in simple, easy-to-understand terms
* Data-driven and proactive in making recommendations

Please Include in Your Proposal

1. Examples of Google Ads campaigns you’ve managed.
2. Any experience working with insurance agencies or financial services.
3. Your approach to managing a smaller monthly ad budget ($500).
4. What SEO improvements you would prioritize during the first 90 days.
5. Estimated monthly management fee.
6. Any case studies or results you’ve achieved (cost per lead, ROI, conversion improvements, etc.).

We’re looking for someone interested in a long-term partnership, not just a one-time project. If you’re confident in your ability to generate qualified leads and help grow our agency, we’d love to hear from you.

I create YouTube video tutorials on how to use an accounting and inventory software application and would like to make this process easier. I am looking for assistance to make this an easier process using AI and Avatars reading from a script

We are seeking a skilled bookkeeper to manage invoicing, follow-ups, reconciliations, and payroll assistance. The ideal candidate will have a strong understanding of the NDIS and home service sector. This role requires attention to detail and the ability to work independently. If you have experience in financial management and are familiar with these systems, we would love to hear from you.

Seeking a reliable bookkeeper to establish our accounting system properly and record the company’s initial startup expenses. The company expects to be operational soon and needs someone who can work independently to set up a new system. The ideal candidate will have experience in financial accounting and be proficient in using Intuit QuickBooks.

Professional cTrader AI Trading Bot Development

Project Overview

I am looking for an experienced cTrader (cAlgo / C#) developer to build a professional institutional-grade trading bot powered by an AI Decision Engine.

The objective is not to build a high-frequency trading robot, but an intelligent system capable of filtering thousands of market conditions and executing only the highest probability trades.

The bot should behave like an experienced professional trader by evaluating multiple market factors simultaneously before making any trading decision.

⸻

Project Goal

The bot must:

* Scan all selected financial instruments.
* Analyze the market continuously.
* Filter out low-quality trading opportunities.
* Rank all potential setups using an AI scoring system.
* Execute only the highest-quality opportunities.
* Prioritize consistency over trade frequency.

Quality is always more important than quantity.

⸻

AI Decision Engine

The core of the project should be an AI-assisted decision engine.

The AI should combine multiple technical and market variables into a single confidence score.

Instead of relying on one indicator, the system should evaluate:

* Trend quality
* Trend strength
* Market structure
* Liquidity
* Momentum
* Volatility
* Price Action
* Volume
* Session quality
* News impact
* Risk conditions
* Multi-timeframe alignment
* Historical behavior
* Statistical probability

The AI should assign every setup a score from 0 to 100.

Example:

* 95 to 100 = Exceptional opportunity
* 90 to 94 = High-quality opportunity
* Below 90 = Ignore

No trade should be executed unless the minimum AI score is reached.

⸻

AI Learning Capability (Preferred)

Preference will be given to developers capable of implementing AI or Machine Learning components such as:

* Adaptive parameter optimization
* Reinforcement Learning
* Predictive probability models
* Classification models
* Pattern recognition
* Feature engineering
* Market regime detection
* Continuous optimization using historical data

The AI should improve the decision process through ongoing testing and optimization rather than relying solely on fixed indicator rules.

⸻

Market Analysis

The bot should continuously analyze:

* Trend strength
* Trend weakness
* Market structure
* Momentum
* Volatility
* Liquidity
* Institutional order flow concepts
* Breakouts
* False breakouts
* Consolidation
* Expansion
* Supply & Demand
* Smart Money Concepts (SMC)
* Order Blocks
* Fair Value Gaps
* Liquidity Sweeps
* BOS
* CHOCH
* ATR
* ADX
* VWAP
* Price Action
* Volume

Developers are free to propose additional institutional-grade techniques.

⸻

Opportunity Ranking

Every setup should receive a weighted score based on multiple factors.

Possible scoring criteria:

* Trend strength
* Multi-timeframe confirmation
* Institutional confirmation
* Entry quality
* Reward-to-risk ratio
* Volatility quality
* Spread
* Liquidity
* Session quality
* News risk
* Historical probability
* Statistical edge

The system must rank every opportunity before executing any trade.

⸻

Trading Logic

The bot should operate as follows:

Case 1

If one exceptional opportunity exists:

Execute one trade only.

⸻

Case 2

If multiple opportunities satisfy all quality requirements:

Execute each qualifying trade independently.

⸻

Case 3

If no opportunity reaches the required score during the trading day:

Do not force a trade.

Continue monitoring until the session ends.

If an acceptable opportunity appears later, execute it.

Otherwise, remain flat.

No trade is always preferable to a low-quality trade.

⸻

News Filter

The bot must include a professional economic news filter.

Features:

* Block trading before high-impact news
* Block trading during news
* Block trading after news
* Adjustable protection windows
* Filter by impact level
* Filter by currency
* Enable/disable news filter

⸻

Trading Session Filter

The bot must support:

* Sydney
* Tokyo
* London
* New York
* London/New York overlap

Additional features:

* Custom session hours
* Time-zone selection
* Avoid market open volatility
* Avoid session close volatility

⸻

Prop Firm Compliance

The system should be specifically designed for proprietary trading firms.

Required features include:

* Daily drawdown protection
* Overall drawdown protection
* Maximum daily loss
* Maximum weekly loss
* Maximum monthly loss
* Maximum open risk
* Maximum simultaneous trades
* Maximum consecutive losses
* Daily profit target
* Automatic trading stop after reaching daily target
* Automatic shutdown after reaching loss limits
* No Martingale
* No Grid
* Consistent and disciplined risk management

⸻

Risk Management

The bot should include:

* Risk percentage per trade
* Dynamic position sizing
* Fixed Stop Loss
* ATR Stop Loss
* Fixed Take Profit
* Dynamic Take Profit
* Break Even
* Trailing Stop
* Partial Close
* Time-based Exit
* Opposite Signal Exit
* Volatility Exit

⸻

Multi-Timeframe Analysis

Support for:

* M1
* M5
* M15
* M30
* H1
* H4
* Daily

The AI should combine information from multiple timeframes before making any decision.

⸻

Backtesting & Optimization

The completed project should support:

* Historical backtesting
* Walk Forward Analysis
* Monte Carlo Simulation
* Parameter Optimization
* Multi-symbol testing
* Multi-year testing

⸻

Performance Metrics

The developer should optimize the bot with the following objectives:

* High win quality
* Stable equity curve
* Low drawdown
* Low trade frequency
* High Sharpe Ratio
* High Profit Factor
* Low risk exposure
* Long-term consistency

⸻

Code Quality

Requirements:

* Professional C#
* Clean architecture
* Modular design
* High performance
* Low memory usage
* Fully commented source code
* Easy future expansion

⸻

Deliverables

* Complete cTrader cBot source code
* Complete source ownership
* Fully configurable settings
* Installation guide
* User manual
* Documentation
* Backtesting report
* Optimization report

⸻

Preferred Developer

The ideal developer should have:

* Strong experience with cTrader Automate (cAlgo)
* Advanced C# skills
* Experience building institutional trading systems
* Knowledge of quantitative trading
* Experience with AI/ML in financial markets
* Understanding of proprietary trading firm requirements

The goal is to build a robust, intelligent, AI-assisted trading system that focuses on high-probability opportunities, disciplined risk management, and long-term consistency rather than maximizing the number of trades.

# Website Designer/Developer for CPA Firm (Planning Phase)

## About the Project

I am a California CPA preparing to launch my accounting and tax firm, **Taxima CPA**. I am currently in the planning phase and am looking to identify a talented website designer/developer for a long-term working relationship.

The website development is expected to begin soon, but at this stage I am reviewing portfolios, discussing ideas, and selecting the right professional to partner with.

## What I Need

I am looking for a modern, professional, and trustworthy website for a CPA firm that serves both individuals and businesses.

The website should include:

* Home page
* About Us
* Meet the CPA
* Services

* Individual Tax Preparation
* Business Tax Preparation
* Bookkeeping
* Payroll
* Tax Planning
* IRS & State Notice Assistance
* Business Formation
* Pricing or Request a Quote page
* Contact page
* Appointment Request form
* Secure Contact Form
* Google Maps integration
* Mobile-friendly (responsive) design
* Basic SEO
* Fast loading speed
* SSL/security best practices
* Integration with Google Analytics

## Future Features

The website should be built so it can easily be expanded later to include:

* Client Portal
* Secure document upload
* Online payments
* Newsletter signup
* Blog
* Live chat
* Additional service pages

## What I'm Looking For

* Experience building websites for professional service businesses (CPA, legal, financial, medical, etc.)
* Strong communication skills
* Creative design with a professional appearance
* Ability to make recommendations and improvements
* Someone interested in a long-term relationship for future updates and maintenance

## Please Include

When you apply, please provide:

1. Portfolio of similar websites
2. Recommended platform (WordPress, Webflow, etc.) and why
3. Estimated timeline
4. Approximate project cost
5. Ongoing maintenance options and pricing
6. Your availability for future updates

I look forward to reviewing your work and finding the right long-term partner for this project.

We are a US CPA firm looking for an expert to build a predictable client acquisition system.

This is not for tax preparation. Our focus is Audit, Client Accounting Services (CAS), Fractional CFO/Advisory, Financial Services, and Nonprofit organizations.

We’re looking for someone who has successfully built lead generation systems specifically for CPA firms or similar professional service firms. Our goal is to generate qualified appointments—not just lists of prospects.

Please apply only if you have relevant experience.

In your proposal, please answer the following:

1. What CPA or accounting firms have you worked with?
2. Describe one or two successful systems you’ve built for similar firms.
3. How would you approach building a lead generation system for our firm?
4. What tools would you use, and which would require paid subscriptions?
5. How long would implementation take before we should expect qualified leads?
6. How do you charge (fixed fee, monthly retainer, commission, or hybrid)?
7. Please share screenshots, case studies, dashboards, or other evidence of results where possible (client information may be redacted).

We’re looking for someone who can build a long-term, scalable growth engine—not just run cold email campaigns.

This is a private paid working assignment for a shortlisted finalist. It is not a request for free strategy or speculative work. I am developing a founder-led mortgage and real estate content operation and am considering two complementary long-term VA positions:

1. Social engagement, relationship nurture, CRM, email campaigns, landing pages, GEO research, and conversion support.
2. Content strategy, video production, founder-avatar development, platform-native creative, YouTube, and visual execution.

This assignment is intended to reveal where the finalist can create the most value rather than forcing every candidate into one predetermined box.

Compensation and Timeline

* Fixed price: $100
* Expected effort: Approximately 12-14 focused hours
* Delivery: Within 3-4 calendar days of contract acceptance
* Payment: Released upon satisfactory completion of the agreed deliverables

This test does not require live account monitoring, posting, DM management, completed funnels, a month of finished videos, or full social account setup.

Assignment

1. Thirty-Day Platform-Native Strategy

Develop approximately 16–20 content and engagement opportunities across:

* Facebook Groups
* YouTube
* LinkedIn
* Instagram
* Reddit
* Quora

Do not copy identical content across platforms during the same month. Show how each idea should change based on the platform, audience, search intent, format, depth, relationship objective, and next step.

For each opportunity, include:

* Suggested date and time
* Platform
* Intended audience
* Geographic focus
* Topic or high-intent question
* Recommended format
* Hook or angle
* Relationship or business objective
* CTA or next action
* Supporting engagement
* Licensed-review flag where appropriate
* Reason for choosing that platform and timing
* Future repurposing path where relevant

State any assumptions behind suggested posting times. Actual account analytics would ultimately guide scheduling.

2. Relationship and Conversion Sample

Provide:

* Three Facebook Group replies or discussion contributions
* One Realtor referral-partner nurture touch
* One LinkedIn post
* One Instagram post or Reel concept
* One Reddit or Quora response
* One sample daily reply queue

The reply queue should include:

* Source
* Brief context
* Prospect or partner type
* Suggested reply
* Opportunity priority
* Draft confidence
* Compliance or licensed-review status
* Recommended next action
* Follow-up timing
* CRM stage or handoff recommendation

Also outline how content and engagement should connect through this conversion path:

Public content or conversation → comment or DM → landing page → intake form → CRM → nurture → qualified appointment

A complete landing page or funnel build is not required. I am evaluating whether the strategy accounts for what happens after someone engages.

3. YouTube and GEO Strategy

Build a focused YouTube and GEO package around this scenario:

A California homeowner earning approximately $250,000 per year wants to relocate to Utah within the next 12 months but is unsure whether to sell the California home first, keep it as a rental, or purchase in Utah before selling. Create a YouTube and GEO package that helps this homeowner understand the decision and take an appropriate next step. Approach this as an authority-building and high-intent search topic, not merely a keyword exercise.

Include:

* Primary high-intent question
* Primary title and two alternate titles
* Intended viewer
* Search intent
* Opening 20–30 second hook
* Five chapter headings
* Description framework
* Pinned comment
* CTA or qualified next step
* Two related follow-up videos
* Broader topic cluster or playlist recommendations
* Relevant California and Utah geographic entities
* Relevant mortgage, real estate, rental, relocation, financing, and tax-related entities
* How titles, captions, transcripts, chapters, descriptions, thumbnails, internal links, and related videos would support YouTube search and GEO
* Compliance or licensed-review considerations
* Recommended landing-page or intake path
* How qualified results should be measured beyond views and subscribers

Do not make definitive legal, tax, appraisal, underwriting, or mortgage conclusions that require professional review. I am evaluating how carefully and usefully the issue is framed.

4. Trust-Building Content Strategy

Recommend how the founder brand should use formats such as:

* Founder walking-and-talking videos
* Tracking shots where the camera follows or leads the founder
* Founder-led educational videos
* Facebook Reels
* Instagram Reels
* LinkedIn-native video
* YouTube Shorts
* Long-form YouTube
* Realtor interviews and conversations
* Borrower education
* FAQ videos
* Whiteboard explainers
* Local-market commentary
* Behind-the-scenes business content
* Community involvement
* Client-journey education
* Selective personal or family moments where appropriate
* Lightly enhanced founder-avatar content that remains recognizable and credible

Explain how you would balance:

* Short-form attention
* Long-form authority
* Search-driven discovery
* Relationship-building
* Authentic founder footage
* Carefully used AI or avatar content
* Solo videos versus videos featuring another person
* Platform-specific editing
* Credibility without making the content feel stiff, generic, overly corporate, or synthetic

I am especially interested in how approximately two hours of organized monthly founder recording could be converted into a useful library of platform-native assets without making every post feel repetitive.

Audiences and Markets

Primary audiences include:

* Realtor referral partners
* Mortgage borrowers and move-up buyers
* Homeowners deciding whether to sell or hold
* Real estate investors
* Self-employed and complex-income borrowers
* CPAs and financial planners
* Mortgage Loan Officer recruits
* California-to-Utah relocation prospects
* California-to-Texas and California-to-Florida relocation prospects

Primary markets include:

* Orange County and other higher-value California markets
* Salt Lake County
* Northern Utah County
* Lehi through Payson
* Heber City
* St. George
* Dallas
* Austin

Evaluation Criteria

The assignment will be evaluated based on:

* Prioritization
* Strategic judgment
* Natural English
* Relationship instincts
* Platform-native thinking
* YouTube search and GEO understanding
* Trust-building content judgment
* Visual and production awareness
* Compliance awareness
* CRM and conversion thinking
* Organization
* Ability to turn attention into meaningful conversations and qualified opportunities

The assignment should be completed personally. No agency handoff, subcontracting, or undisclosed team production. AI may assist research or drafting, but the final submission must be carefully reviewed, original, specific, and human-edited.

Looking for a finance manager for a sports organisation who can work with Xero, reconcile up to 4 bank accounts, and prepare financial reports. The role involves managing a small number of transactions and ensuring accurate financial records. Experience in corporate finance and financial analysis is essential.

We're launching "Invoice AutoEntry Kit" - a Make.com automation that extracts invoice data into Google Sheets, positioned as a one-time-payment alternative to subscription tools like Dext/AutoEntry. Selling on Gumroad at $79/$199.

We need a freelancer experienced in organic community marketing to help drive initial awareness and traffic - NOT paid ads.

Scope of work:
- Identify and shortlist 5-8 relevant online communities (Reddit subreddits like r/Bookkeeping, r/smallbusiness, r/accounting, r/Entrepreneur; relevant Facebook Groups; Make.com/no-code forums or Discord servers)
- Write and post genuine, non-spammy content in each community (answering real questions, sharing the tool where relevant, following each community's self-promotion rules)
- Optionally: submit the product to Product Hunt with a solid launch day plan
- Provide a short report at the end: which communities responded well, engagement/clicks per post, and recommendations for what to focus on next

What we provide:
- Sales page link, product images, and key messaging (already prepared)
- Access to answer any product questions you're unsure about

Requirements:
- Proven experience with organic Reddit/community marketing for SaaS or digital products (please share examples of past posts/campaigns)
- Understanding of how to avoid looking like spam and following subreddit rules
- Good written English


Timeline: Looking to start within the next few days, campaign to run over 1-2 weeks with light ongoing engagement (replying to comments).

About the Role
We're looking for an experienced appointment setter to book qualified meetings with senior finance, procurement, and accounting leaders at retail companies across the US and Canada.

Location Requirement: United States only
Budget: $1,500 – $1,600/month

What you'll do:
Run outbound outreach (calls, email, LinkedIn) to a target list we provide
Target titles: Director, VP, and C-level (CFO, Controller, VP Finance, Head of Procurement/AP)
Target industry: Retail companies, USA & Canada only
Book qualified discovery meetings with our team

What we provide:

Verified prospect/company data and target account list
Messaging, positioning, and talking points

What you bring: * We can help in case of non-availability of our tools.
Your own dialer/calling system
Proven track record in B2B appointment setting or SDR work, ideally selling into finance/procurement/AP audiences
Comfort with cold outreach at senior/exec level

Performance expectation:
Target: 4 qualified meetings per month with the above ICP
This is a performance-based engagement - if the meeting target isn't met, the contract will be ended
Weekly check-in call to review pipeline, outreach activity, and progress

Growth path:
Strong, consistent performance can lead to a full-time role.

You’re a Good Fit If You:
Are a native or fluent English speaker with excellent communication skills
Have 5+ years experience in outbound sales, lead gen, or SDR work (ideally with US B2B audience)
Are confident making cold calls and sending targeted messages
Have familiarity with LinkedIn, CRM tools (like HubSpot or Airtable), and Google Sheets
Can work US-friendly hours (at least 3–4 hours of overlap per day)
Are reliable, professional, and outcome-driven

I am looking for a private equity or venture analyst who can assess new investment products from a risk and reward perspective, valuation, assets, and other relevant factors. The ideal candidate will have experience in financial analysis and investment assessment, providing insights that inform strategic investment decisions.

Video Content Producer / Editor Needed for US Stock Market & Trading Community (25–30 Videos/Month)
About Us

We are building The Compounding Crew, a growing financial community focused on the US stock market, investing, stock trading, options trading, and wealth creation.

Our mission is to create engaging financial content that helps people better understand:

US stocks
Market trends
Trading psychology
Technical analysis
Options strategies
Company analysis
Long-term investing
Wealth-building principles

We are building a community of investors and traders interested in the US stock market.

Our content will be distributed primarily to an American audience and global investors interested in US markets.

We are looking for a long-term Video Content Producer / Editor who can help transform ideas, market observations, research, and discussions into engaging short-form videos.

Content Categories

The videos will focus on a combination of:

1. Stock Trading Content

Examples:

"Why this stock broke out today"
"How traders identify momentum stocks"
"What happened in the market today"
"3 things every trader should know"
"How institutions move stocks"
"Understanding support and resistance"
"Trading mistakes that destroy accounts"
2. Options Trading Content

Examples:

"Covered calls explained simply"
"Why option sellers often win"
"Understanding LEAPS"
"How traders manage risk"
"Common mistakes beginners make with options"
"Options Greeks explained"
3. Stock Market Analysis

Examples:

"Why NVIDIA became an AI winner"
"Tesla: investment vs trading opportunity"
"What makes a great growth stock?"
"Analyzing Amazon's business model"
"Why Costco is a compounder"
4. Long-Term Investing & Wealth Creation

Examples:

"The power of compounding"
"How Warren Buffett thinks about businesses"
"Why great companies create wealth"
"The difference between trading and investing"
Primary Goal

The goal of every video is:

Educate → Build Trust → Grow Community → Create Long-Term Audience

We are not looking for generic financial videos.

We want content that creates curiosity and makes viewers think:

"I want to learn more."
"I want to join this community."
"I want to follow this person's market insights."

Target Audience

Primary audience:

🇺🇸 United States investors and traders

Secondary audience:

🌎 Global investors interested in US markets

The editor should understand that the audience is interested in:

NYSE/NASDAQ stocks
S&P 500
Nasdaq
Growth stocks
Technology companies
AI stocks
Options trading
Trading strategies
Scope of Work

We need:

20–30 videos per month

Video length:

60 seconds to 3 minutes
Optimized for:
YouTube Shorts
Instagram Reels
TikTok
Facebook
Discord Community
What We Provide

We provide:

✅ Video topic
✅ Market idea/concept
✅ Key talking points
✅ Personal insights
✅ Voice recording (when required)
✅ Charts/screenshots/data

Your responsibility:

Turn these into professional, engaging, high-retention videos.

Your Responsibilities
Video Editing

Create videos with:

Strong opening hook in first 3 seconds
Fast-paced editing
Professional captions
Stock footage
Company logos/images
Market charts
Trading screenshots
Animated explanations
Highlighted keywords
Background music
Professional transitions
Storytelling Ability Is Critical

A successful video should not feel like a boring financial lecture.

Example:

Instead of:

"Apple has strong free cash flow."

Create:

"Almost every company wants Apple's problem: too much cash. But how did Apple build a business where customers willingly pay premium prices every year?"

Trading Content Example:

Instead of:

"The stock crossed its 200-day moving average."

Create:

"Most traders watch this one line because historically, when strong companies reclaim it, big moves often follow."

Required Skills

Must have:

✅ Experience creating YouTube Shorts/Reels/TikTok content
✅ Strong storytelling skills
✅ Excellent editing ability
✅ Understanding of financial content
✅ Ability to simplify complex concepts
✅ Ability to create curiosity and engagement

Preferred:

⭐ Experience with stock market content
⭐ Experience with trading/finance creators
⭐ Understanding of options trading
⭐ Experience growing YouTube channels

Software Experience

Preferred:

Adobe Premiere Pro
After Effects
CapCut
DaVinci Resolve
Final Cut Pro
Deliverables

Monthly:

25 completed videos approximately

Each video:

9:16 vertical format
1080x1920 resolution
Captions included
Social media optimized

Optional:

Thumbnail suggestions
Titles/hooks
Content improvement ideas
Working Relationship

We are looking for a long-term partner.

This is not a one-time editing project.

The ideal person/team will become part of building a financial media brand.

Future opportunities may include:

Increased video volume
Long-form YouTube content
Podcast clips
Community content
Educational courses
Premium membership content
Budget

Initial budget:

$600–$1,200/month

Depending on quality, experience, and additional responsibilities, budget can increase.

Open to:

Individual freelancers
Small creative teams
Content agencies
Application Requirements

Please provide:

Portfolio of previous short-form videos
Examples related to:
Finance
Stocks
Trading
Business
Educational content
Monthly pricing:

20 videos/month:
30 videos/month:

Expected turnaround time
Describe how you would make financial content more engaging.
Tell us about your experience creating content for US audiences.
Paid Trial Project

Before starting a long-term relationship:

We will provide 2–3 topics and evaluate:

Hook quality
Editing
Storytelling
Understanding of financial audience
Ability to make complex topics simple

We need a startup fundraising finance professional who understands the economics of AI, specifically ML, LLMs, agentic AI including the AI-related cost structures of cloud providers (we use AWS Bedrock LLM services).

We need a financial forecast to support our capital raise and a client cost-benefit analysis to demonstrate value and accelerate adoption. The primary deliverables are: (1) a clear financial narrative, (2) financial projections, and (3) a customer cost-benefit analysis. We need to move quickly.

We're a post-revenue B2B SaaS startup in the insurance technology space. We prioritize simplicity and clarity over excessive detail. We want a compelling financial story told with precision, not a 40-tab model nobody reads.

What we're looking for:

We want a scrappy, outside-the-box thinker who has helped at least a couple of fintech founders raise capital. Bonus points if you've worked with AI-native SaaS companies and understand how to model cloud AI inference costs and usage-based pricing rather than traditional per-seat SaaS models. We're open to early-career finance talent with real startup wins. You must be open to joining investor meetings in a startup CFO capacity and have excellent presentation skills.

What we're not looking for:

We're looking for startup finance DNA, not accounting backgrounds. If your experience is primarily in bookkeeping, tax, or compliance rather than growth-stage fundraising and financial storytelling, this isn't the right fit. We also need someone who uses AI tools to work faster but knows the numbers well enough to catch errors and own the output.

About Us

Nebo is an innovative personal finance platform designed to help people build healthier financial habits through budgeting, savings, debt management, goal tracking, and smart payments. We're preparing for beta launch and are looking for detail-oriented mobile application testers who enjoy finding bugs, improving user experience, and helping shape high-quality products.

Project Overview

We need experienced testers to thoroughly test our mobile application on android devices and identify:

Functional bugs
UI/UX inconsistencies
Performance issues
Crashes and freezes
Payment flow issues
Navigation problems
Edge cases
Device-specific issues

This is more than simply clicking around—we're looking for testers who think like real users and can provide detailed, actionable feedback.

Responsibilities

You will:
Test all user journeys from registration to daily usage
Create and verify user accounts
Test onboarding flows
Test wallet deposits and withdrawals
Test payments and money transfers
Test savings goals
Test debt management features
Test budgeting tools
Test notifications
Test biometric login (where supported)
Verify error messages and validation
Report bugs with clear reproduction steps
Capture screenshots and screen recordings where necessary
Suggest usability improvements
Retest issues after fixes

Required Skills

Experience testing Android and/or iOS applications
Previous QA or software testing experience
Excellent attention to detail
Ability to document bugs clearly
Good written English
Ability to think from a user's perspective

Bonus if you have experience testing:
FinTech applications
Banking apps
Payment systems
Digital wallets
Financial products

Deliverables

For every issue discovered, please include:
Device model
Operating system version
App version
Steps to reproduce
Expected result
Actual result
Screenshots or screen recordings
Severity (Critical / High / Medium / Low)

To Apply
Please include:
A brief introduction about yourself.
Your testing experience.
The devices you own.
Android/iOS versions.
Any FinTech or banking apps you've previously tested.
Your hourly rate or fixed-price proposal.
Examples of bug reports you've written (if available).
To confirm you've read this posting, start your proposal with the word "Nebula".

We are looking for a dedicated, long-term Finance & Operations Coordinator to support multiple growing healthcare-related companies. This is not a freelance bookkeeping project—we are looking for someone who wants to become part of our team and grow with us. You will be responsible for the day-to-day financial operations of our companies, working directly with the owner and our CPA.

Responsibilities

• Manage QuickBooks Online for multiple companies.
• Enter and categorize bills and expenses.
• Reconcile bank and credit card accounts.
• Manage Accounts Payable (AP).
• Manage Accounts Receivable (AR).
• Follow up on outstanding invoices.
• Prepare payroll for approval.
• Process contractor payments.
• Track recurring customer billing.
• Maintain vendor and contractor records.
• Organize contracts and financial documents.
• Maintain accurate financial records.
• Assist with month-end closing.
• Work directly with our CPA to prepare financial reports and tax information.
• Prepare weekly financial and cash flow reports.
• Assist with general administrative and operational tasks as needed.

Required Qualifications

• 5+ years of bookkeeping/accounting experience.
• Expert knowledge of QuickBooks Online.
• Experience with payroll processing (ADP)
• Experience managing AP and AR.
• Strong understanding of financial reporting.
• Excellent Excel and Google Sheets skills.
• Excellent English communication skills.
• Highly organized and detail-oriented.
• Able to work independently with minimal supervision.
• Comfortable handling confidential financial information.

Preferred Experience

• Healthcare, medical, or multi-company accounting experience.
• Experience supporting U.S.-based businesses.
• Experience using Gusto, ADP, or similar payroll systems.
• Experience with recurring billing and contractor management.

What We're Looking For

We are looking for someone who takes ownership of their work. You should be proactive, organized, and able to identify issues before they become problems. Our goal is to build a long-term relationship with someone who can eventually become the primary person responsible for the day-to-day financial operations of our companies.

Application Requirements (Important)

To be considered, please include the following with your application:

• A short video (2–5 minutes) introducing yourself.
• Tell us about your bookkeeping and QuickBooks experience.
• Describe the largest company or companies you have managed.
• Explain your experience with payroll, Accounts Payable, and Accounts Receivable.
• Tell us why you believe you are a good fit for this position.
• Share your availability and your preferred working hours.

Please also provide:

• Your resume.
• Two professional references.
• Your desired hourly rate.
• The phrase "Finance Coordinator 2026" at the beginning of your proposal so we know you have read the entire job posting.

Applications that do not include the requested video will not be considered.

This is intended to be a long-term position for the right candidate. We value honesty, attention to detail, and a commitment to helping our companies grow.

We need a reel creator for marketing our online Academy of Accounting and Busines for IGCSE and As levels Cambridge edexcel or other boards
A person must have a previous experience of the task
Should be able to provide us the details and previous work done
We will right now be paying per reel or per video creates

Experienced Phone Professionals Wanted

Home Plan Today is expanding and is seeking experienced professionals who are confident on the phone, communicate effectively, and enjoy helping clients achieve important financial goals.

If you have experience in collections, account resolution, customer retention, financial services, banking, inside sales, or high-volume call centers, we'd like to speak with you.

Professionals with collections experience are strongly encouraged to apply, as the communication, negotiation, and problem-solving skills developed in those roles often translate exceptionally well into this position.

If you're someone who enjoys building rapport, overcoming objections, guiding conversations, and helping clients move forward, this could be an excellent opportunity.

About the Position

As a Client Account Specialist, you'll work directly with clients who are preparing for major lending opportunities, including homeownership and commercial truck financing.

Your responsibilities include:

Speaking with existing clients by phone
Answering account-related questions
Helping clients remain engaged in their program
Resolving concerns professionally
Encouraging clients to complete important next steps
Building positive client relationships
Accurately documenting client interactions
Working closely with our Client Success Team

This position is ideal for professionals who enjoy communication, problem-solving, and helping clients successfully reach their financial goals.

Who We're Looking For

The ideal candidate is:

✔ Professional and dependable

✔ Confident leading conversations

✔ Comfortable handling objections

✔ Organized and detail-oriented

✔ Self-motivated

✔ Coachable

✔ Goal-oriented

✔ Strong communicator

✔ Comfortable working independently

✔ Committed to delivering excellent client service

Collections or account resolution experience is strongly preferred, but candidates with other phone-based financial service, banking, customer retention, or inside sales experience are encouraged to apply.

Remote Work Requirements

Applicants should have:

Reliable computer or laptop
High-speed internet connection
Professional USB headset
Quiet home office or workspace
Basic computer skills
Ability to work independently
Reliable attendance and punctuality
Compensation & Benefits

✔ Competitive Base Salary

✔ Monthly Performance Bonuses

✔ Client Retention Incentives

✔ Paid Training

✔ Remote Work Opportunity

✔ Ongoing Coaching & Professional Development

✔ Career Advancement Opportunities

This is a full-time salaried position with additional performance-based incentives. This is not a commission-only opportunity.

About Home Plan Today

Home Plan Today is a client-focused financial readiness company dedicated to helping individuals prepare for significant lending opportunities, including homeownership and commercial truck financing.

Our team works closely with clients by providing guidance, accountability, and professional support throughout their loan readiness journey.

Our mission is to deliver exceptional service while helping clients stay focused on achieving meaningful financial milestones.

About the Role:
We are seeking an experienced, proactive General Manager / Operations Lead to take over full daily control of our operations, streamline workflows, and scale our bottom-line profitability in the construction and architectural millwork space.

We offer a base rate ($15.00 – $25.00/hr) paired with a lucrative quarterly profit-sharing bonus. If you have the operational leadership to audit our project workflows, cut waste, hold teams accountable, and expand margins, you will directly share in the profit growth you create.

Key Responsibilities:

End-to-End Operational Control: Oversee daily company operations across office, shop, and field teams to ensure projects are delivered on time and within budget.

Profitability & Resource Planning: Analyze project workflows, track operational expenses, audit job costing, and implement strategies that directly maximize gross profit margins.

Team & Workflow Leadership: Direct and manage internal team members—including a dedicated Project Coordinator—to keep projects moving without bottlenecks or owner micromanagement.

Process & SOP Creation: Establish repeatable standard operating procedures (SOPs) for administrative, project, and field management workflows.

Financial & Cost Oversight: Monitor project budgets, manage vendor billing, and track change orders to protect project margins and cash flow.

Qualifications & Requirements:

Proven Management Track Record: Direct experience as a General Manager, Operations Lead, or Senior PM in construction management, architectural millwork, or custom fabrication.

Availability: Full-time commitment (40 hours/week) fully aligned with US Eastern Standard Time (EST) working hours.

Financial Acumen: Strong expertise in job costing, project budgeting, and operational profitability metrics.

Software Proficiency: Fluency in construction management and operational tools (e.g., Procore, Buildertrend, QuickBooks, Asana, or similar).