Accounting & finance work from home

Hey there!
For my YouTube channel I’m looking for an experienced scriptwriter who can turn complicated financial topics into clear, engaging stories and independently verify the information.

Reference channels:
- https://www.youtube.com/watch?v=xoB_Z_qluGc

Our scripts, examples, and explanations must be original.

The videos:
• Approximately 20–30 minutes, usually 2,200 to 3,500 words.
• Calm, conversational American English.
• Strong openings, practical examples, and clear straight-forward explanations.

You should have experience writing about US personal finance, Social Security, retirement income, taxes, Medicare, and everyday savings, plus a strong understanding of writing for YouTube.

You must be comfortable researching SSA.gov, IRS.gov, Medicare.gov, FDIC.gov, and relevant state agencies as well.

Please include:
1. Two relevant writing samples and, if available, links to videos using your scripts.
2. Your exact contribution to each sample.
3. Your experience researching the mentioned topics.
4. Your research and fact-checking process.

Please do not apply if you don't have any experience researching and script writing for US personal finance, Social Security, retirement income, taxes, Medicare niche.

Looking forward to hearing from you!

Custom CRM/ERP Developer or Platform Implementation Specialist – Electrical Manufacturers' Rep Agency (Sales, Project, Commission & Revenue Tracking)
About Us
New England Solutions Group (NESG) –
mynesg.com
– is an independent electrical manufacturers' representative agency based in North Andover, MA, serving all of New England. We represent electrical manufacturers across four main areas:

Electrical power: switchgear, transformers, bus systems, power-quality equipment

Lighting and controls: networked controls, LLLC, sports, roadway, and hazardous-location lighting

Electrification: EV charging, heat pumps, smart panels

Efficiency consulting: energy audits, campus standardization, PPAs, utility incentive guidance

As a rep agency, we don't buy or resell product. We find the opportunity, influence the specification, quote the job, and support it until it's delivered. The manufacturer then pays NESG a commission, often months after the order ships. Our line card has 60–150 manufacturers. Each has its own commission rates, split rules, and payment schedules. Standard CRM setups don't handle this well, so we need a CRM/ERP system built for how a rep agency actually works.

Project Goal
Design, build, and launch a complete CRM/ERP system that covers the whole lifecycle in one place:

Specification / Lead → Opportunity & Quote → Bid / Award → Purchase Order → Project Management & Delivery → Closeout → Commission & Revenue Realization

Platform Options (Open to Recommendations)
We have not picked a platform. We're open to either of these:

A fully custom CRM/ERP: A web-based application built specifically for NESG

An existing platform configured and customized for us: For example Salesforce, Microsoft Dynamics 365, Zoho CRM/Zoho One, Odoo, HubSpot, NetSuite, or software made for manufacturers' rep agencies

In your proposal, tell us which approach you recommend and why. Include the trade-offs in cost, flexibility, ongoing fees, and long-term maintenance.

If you propose a custom build, it must include:

Full ownership by NESG of the source code, database, and all data, with no vendor lock-in

Cloud hosting (AWS, Azure, Google Cloud, or similar) that you recommend and set up in an account NESG owns

A web interface that works on mobile phones and tablets for outside sales in the field

Secure login, user roles and permissions, automatic daily backups, and an audit log of changes

An API, and the ability to export all data to Excel/CSV

Technical documentation and a code repository (for example GitHub) handed over to NESG

Your proposed tech stack, and why it suits a project like this

If you propose an existing platform, include:

The edition and number of licenses needed, plus any add-ons or marketplace apps

How the platform will handle the commission engine, milestone schedules, and the three-level account hierarchy described below. Point out any parts that would need custom development.

Scope of Work
1. Account & Contact Architecture (Multi-Party Relationships)
A single electrical project usually involves several companies, each playing a different role. The data model needs to support:

Account types: End users/owners (industrial, institutional, municipal, campus, healthcare, commercial), electrical contractors, distributors (with branch-level hierarchy), engineering/specifying firms, general contractors/construction managers, utilities, architects/lighting designers, facility teams, and manufacturers (our principals).

Three-level account hierarchy (Grandparent → Parent → Child): Many of our customers sit inside larger corporate structures, and we need to see activity at every level. Examples:

Distributors: National corporate HQ (grandparent) → regional division or district (parent) → local branch (child)

End users: Corporation, university system, or health network (grandparent) → campus or site (parent) → building or facility (child)

Contractors and GCs: Holding company (grandparent) → operating company (parent) → regional office (child)

Engineering firms: Corporate firm (grandparent) → regional office (parent) → department or studio (child)

Hierarchy requirements:

Opportunities, POs, bookings, and commissions roll up automatically from child to parent to grandparent

Reports and dashboards can be filtered or totaled at any level (for example, total business with one national distributor across all its New England branches)

A visual hierarchy view on each account record

Contacts can be tied to the correct level (for example, a corporate purchasing manager vs. a branch counter salesperson)

Support for national or corporate pricing and agreements set at the grandparent level and passed down to the branches

Rules that keep the hierarchy clean when new branches or sites are added, and stop duplicate accounts from being created

Contacts with roles: Specifier, purchasing agent, PM, estimator, counter sales, facilities manager, and so on. Contacts must be able to move between companies without losing their history.

Opportunity/project roles: One project should link to several accounts (owner, engineer of record, GC, winning electrical contractor, distributor of record, and competing bidders), each tagged with its role.

Relationship and influence tracking: Which engineers specify which manufacturers, and which contractors buy through which distributors.

2. Manufacturer (Principal) & Line Card Management
A record for each manufacturer/principal: product categories, territory, contract dates, contacts (regional manager, inside sales, customer service), and portal links.

Commission structures stored per manufacturer, including:

Different rates by product category, order size, or market (for example, a lower rate on stock/distributor orders and a higher rate on project/quoted orders)

Specification and split commissions: credit split between the territory where a product was specified and the territory where it ships or installs, including splits with other agencies

Overage/underage or price-based commission adjustments

Effective-date history, so rate changes don't alter past deals

Each manufacturer's payment terms and schedule (monthly, quarterly, on shipment, on invoice, or on customer payment) and the typical lag between invoice and commission payment.

Contract renewal and termination alerts, plus a principal performance dashboard.

3. Opportunity, Specification & Quote Management
Custom opportunity stages that match our process, for example: Lead/Design → Specified → Bidding → Quoted → Awarded/Negotiation → PO Received → In Production → Shipped → Closed/Installed → Commission Paid

Project opportunities vs. stock/flow business: separate record types, fields, and screens for each.

Multi-line opportunities: One project often includes products from several manufacturers. Each line item needs its own manufacturer, value, commission rate, and expected commission.

Bid tracking: bid dates, which contractors are bidding, quote versions, competitive brands, basis-of-design vs. approved-equal status, and win/loss reasons.

Quote document generation (branded PDF) and an approval workflow.

Sales pipeline forecasting by salesperson, manufacturer, market segment, and customer type.

4. Post-PO Project Management (Delivery & Lead Times)
After a purchase order is received, we need a project management area for that order:

Logging the PO (PO number, customer, manufacturer order/acknowledgment number, order value, and links to attached documents)

Submittal and approval tracking: submittals sent, approved, approved-as-noted, revise-and-resubmit, with dates

Production release, lead times by manufacturer/product, estimated ship dates, and actual ship dates

Partial shipments, multiple releases, and backorders

Delivery tracking (carrier, tracking number, job site vs. distributor delivery) and job site contacts

Change orders, RMAs/returns, damage claims, and warranty issues

Startup, commissioning, and training milestones (common for switchgear, controls, and EV charging)

Automatic alerts for upcoming ship dates, changed lead times, or late acknowledgments

A project dashboard or Gantt-style view that shows all open orders and their status

5. Commission & Revenue Tracking Model (Core Requirement)
This is the most important part of the project. We need to know what we're owed, when it will arrive, and whether we were paid correctly.

Expected commission per line item: Calculated automatically from the order value and the manufacturer's commission rules, including splits.

Projected payment date: Calculated from ship/invoice date plus that manufacturer's payment schedule and lag.

Commission statement reconciliation: Import manufacturer commission statements (CSV/Excel, which vary by manufacturer) and match them to orders. Flag underpayments, missing payments, and disputes.

Status tracking: Expected → Invoiced by MFR → Statement Received → Paid → Reconciled, plus Disputed.

Advanced milestone payment schedules: Some contracts pay commission in milestones (for example, a percentage at order, at submittal approval, at shipment, at energization or acceptance, or at retainage release). The system must let us build custom schedules per contract, with amounts and dates, and track each milestone separately.

Cash-flow forecasting: Expected commission income by month and quarter, broken out by manufacturer, salesperson, and market.

Internal salesperson commission/payout calculations: Optional but preferred. Pay our own reps a share of NESG's commission once it's received.

Aging reports for unpaid commissions, and alerts for commissions that are past their expected date.

If commissions are posted to accounting, we'd like it to integrate with QuickBooks (preferred) or export cleanly.

6. Reporting & Dashboards
Executive dashboard: pipeline, bookings, shipments, commission earned vs. received, and forecast

Breakdowns by manufacturer, customer type, account, engineer, contractor, distributor, salesperson, and market vertical

Specification influence reports (which engineering firms spec our lines, and win rates)

Manufacturer review packets: quarterly reports we can send to each principal

7. Integrations, Data Migration & Automation
Outlook/Microsoft 365 or Gmail email and calendar sync, so emails and meetings are logged to contacts and projects

Document storage (SharePoint/OneDrive/Google Drive) linked to projects and opportunities

Migrate existing data (spreadsheets, contacts, open projects, historical commissions), including cleanup and deduplication

Import tools for manufacturer POS/sales reports and commission statements

Optional: bid-lead services (Dodge, ConstructConnect), e-signature, and mobile use for outside sales in the field

Workflow automation, task reminders, and approval processes

8. ERP & Operations Functions
Order management: purchase orders, manufacturer acknowledgments, invoices, and shipments tied to each project

Commissions receivable ledger (what manufacturers owe NESG), and payables for salesperson and split-agency payouts

Two-way QuickBooks integration (or a recommended accounting system), so commission income and payouts post to accounting

Manufacturer price lists and product catalogs that can be imported and updated

Document management for each project and account: POs, submittals, quotes, contracts, commission statements

9. Security, Training & Handoff
User roles and permissions (owner/admin, outside sales, inside sales/project coordinators, accounting)

Full documentation of the data model, automations, and commission logic

Live training sessions (recorded), plus admin training for ongoing maintenance

Post-launch support period (please quote 30–90 days)

Ideal Candidate
A developer, agency, or certified consultant with a proven record of delivering full CRM/ERP systems, whether custom-built or on a major platform

For custom builds: strong full-stack experience (database design, back end, front end, cloud hosting, and security)

For platform builds: relevant certifications (for example Salesforce, Microsoft Dynamics, Zoho, or Odoo)

Strong preference: Experience with manufacturers' rep agencies, electrical/lighting distribution, building products, or other commission-based or multi-tier channel sales

Proven experience with complex business logic such as commission engines, revenue schedules, multi-level rollups, and automated workflows

Experience building project and order management tools, and with data migration

Good communicator who can turn business processes into a clean, scalable design, not just configure screens

Pricing & Timeline
This is a fixed-price project. Please propose one fixed total price that covers every item in this post. Do not quote an hourly rate.

Target timeline: 12–16 weeks from kickoff to go-live, followed by the support period.

Payments will be released through Upwork milestones tied to the phases below. Please include in your proposal:

Your total fixed price

Your total timeline in weeks

A breakdown of cost and duration for each phase

Anything not included in your price

Estimated ongoing yearly costs, listed separately from the build price. These include software licenses, hosting, and an optional support or maintenance plan.

Deliverables & Phases (please propose your own)
Discovery and solution design: process mapping, data model/ERD, and a written requirements document

Core build: accounts, contacts, principals, opportunities, and quotes

Post-PO project management module

Commission and revenue realization engine, including milestone schedules and statement reconciliation

Dashboards, integrations, and data migration

Testing, training, go-live, and support

To Apply, Please Include
Examples of similar CRM/ERP systems you've built, especially rep agency, distribution, or commission tracking work. Include screenshots or demos if you can.

How you would structure the manufacturer commission rules and milestone payment schedules (a brief outline)

Your recommended approach (custom build or a specific platform), your tech stack or platform edition, and why it's the best fit for NESG

Your total fixed project price and total timeline, with a cost and duration for each phase (no hourly bids)

Your availability and time zone (some overlap with U.S. Eastern Time is required)

Start your proposal with "NESG" so we know you read the full post.

Gracehill buys and renovates properties in Belfast and also carries out kitchen projects. We are looking for an experienced, proactive remote bookkeeper to take ownership of the accuracy and organisation of our expense records and job-cost reporting.

This is an accounts-first role, with project administration as a secondary responsibility—not a general VA or basic data-entry position. We need someone who can reconcile transactions, chase missing evidence, keep each property’s costs up to date and tell the owner clearly what has been spent, what remains unpaid and what needs attention.

Proven experience working with UK business accounts and bookkeeping processes is essential. Property, construction, refurbishment or kitchen-installation experience would be a strong advantage. You do not have to live in the UK, but you must demonstrate genuine UK-client experience and have agreed availability during UK business hours.

Primary responsibilities: bookkeeping and job-cost control
• Reconcile company credit-card transactions against supplier invoices and receipts. Identify missing evidence, duplicate entries, refunds, credit notes and differences between the transaction and invoice amounts.
• Manage BrightHR PoP expense administration: review authorised expense records and exports, chase missing receipts or explanations, and ensure an employee claim and company-card transaction are not counted twice. Prepare queries for the owner to approve; do not approve your own claims or release payments.
• Allocate every cost to the correct property or kitchen job in our Gracehill tracker. Split multi-job purchases only where there is an evidenced allocation. Keep unclear transactions in an exception register rather than guessing a property.
• Attach supporting PDF invoices or receipt photographs and maintain clear transaction references, descriptions and reporting dates so costs are easy to trace.
• Track paid costs, unpaid supplier invoices and quoted costs separately. Do not treat a quotation as paid spending or post a cost twice when its invoice arrives. Record deposits and later payments consistently with the owner’s/accountant’s agreed reporting basis.
• Record Friday labour and wage figures against the correct job and week using figures supplied or approved by the owner. Reconcile them to the payment information provided; this is not authority to set wages, approve payroll or make payments.
• Maintain weekly job-cost reports showing recorded spending this week, cumulative costs, outstanding invoices, quoted/committed amounts where confirmed and unresolved queries. Maintain owner-approved budgets and cost-to-complete forecasts in the tracker or supporting workbook where required; distinguish facts from estimates.
• Support kitchen cost-price and margin tracking. Capture carcasses, doors, worktops, fitting, handles, sink, tap, appliances and delivery against each kitchen job. Keep the cost build-up current, compare it with the agreed selling price and flag margin erosion or overspend using the owner’s agreed margin calculation.
• Prepare orderly records for the accountant and apply the agreed UK VAT treatment. Understand UK invoice requirements and the difference between net, VAT and gross amounts. Flag uncertain VAT, payroll or CIS treatment, where applicable, for the accountant rather than making unsupported tax decisions.

Secondary responsibilities: project follow-up and coordination
• Follow up with the site team each week to confirm who worked on which job, what was completed, what is outstanding and what is needed next. Record confirmed updates and progress photos without guessing that work is finished.
• Keep materials requests organised by job, specification, quantity, required date, supplier, price and lead time so the team is not waiting for deliveries.
• Obtain quotes and place supplier orders only after the owner explicitly approves the exact order and total. Record order references, invoices and delivery dates; flag delays or substitutions before making changes.
• Manage the owner’s business diary: coordinate site visits, supplier meetings and contractor appointments, avoid clashes and ask before moving important commitments.

Experience and working approach we need
• Demonstrable bookkeeping and reconciliation experience for UK businesses, supported by specific examples or references—not just familiarity with UK terminology.
• Strong company-card, supplier-invoice, receipt and expense-claim reconciliation skills.
• Experience allocating costs across multiple jobs, projects, sites or departments; construction/property experience is highly desirable.
• Confident Excel or Google Sheets skills, including checking totals, identifying duplicates and working with CSV exports.
• Practical experience with UK VAT records; experience supporting construction CIS processes is useful where relevant. Bookkeeping qualifications such as AAT or ICB are an advantage—please state your qualifications and, where applicable, professional insurance and anti-money-laundering supervision.
• BrightHR PoP experience is desirable. A strong bookkeeper who can learn it is welcome.
• A proactive approach: you chase missing information, keep an exception list, flag problems early and send concise updates instead of waiting to be prompted.
• Clear written and spoken English, confidentiality, careful handling of staff/financial data and reliable availability for agreed UK-time working sessions.

Hours and initial engagement
This is an ongoing, part-time remote role. Start with a paid four-week pilot of approximately 6–8 hours per week, with scope to increase if transaction volume and responsibilities justify it. Daily attendance is not initially required.

We expect three agreed UK-time working blocks:

• Monday: clear expense queries, confirm job priorities and review the diary.
• Thursday: chase missing invoices/receipts and prepare supplier orders for approval.
• Friday: record approved labour figures, update job costs and provide the weekly close report.

Please propose your hourly rate, weekly availability and how you would organise these responsibilities. Additional urgent coverage must be agreed and paid; this is not an unpaid on-call arrangement.

What a successful weekly handover looks like
The owner receives a short, accurate update covering:

1. Spending recorded for each property/kitchen job and cumulative costs.
2. Credit-card and PoP entries matched, plus missing receipts, duplicates and unexplained differences.
3. Unpaid invoices, confirmed commitments and quotes clearly distinguished from spending.
4. Budget or margin concerns, with assumptions clearly labelled.
5. Confirmed team progress, upcoming materials, orders awaiting approval and diary changes.

Full financial reports, budgets, total costs and margins are for the owner only. Use your own authorised accounts and only the records/access needed for the role. Financial access is granted deliberately; the tracker may require owner review before a cost is available for reconciliation. The owner remains responsible for purchase approvals and payments.

Please answer these screening questions
1. Describe your recent bookkeeping work for UK businesses. Which types of businesses, systems and responsibilities did you handle, and for how long?
2. Have you controlled costs across several construction, renovation or kitchen jobs? How did you allocate shared purchases and report costs per job?
3. How would you reconcile a company-card purchase that also appears as a BrightHR PoP claim, and deal with a missing or mismatched receipt?
4. A supplier quotes for a worktop, receives a deposit and later sends a final invoice. How would you keep the quote, liability, payments and job cost clear without double-counting?
5. How would you build and monitor the cost price and margin of a kitchen job, including fitting, appliances and delivery?
6. Give an example of how you have chased missing information from busy staff and delivered a reliable weekly report. State your hourly rate and availability for the proposed UK-time sessions.

Shortlisted candidates will be offered a small, paid, redacted practical exercise involving card transactions, receipts, multiple property allocations, an unpaid quote and a kitchen cost build-up. We will assess financial accuracy first, then organisation and communication. No live banking or staff credentials are needed for the exercise.

We are launching The 200 Day, an English-language YouTube channel focused on investing, financial markets, and business analysis, and are looking for a long-term video editor for premium 15–25 minute talking-head videos. The role includes editing footage, adding B-roll, charts, financial data, motion graphics, sound design, and maintaining clean pacing. We will start at around 1 video per week with the potential to scale. Romanian-speaking editors are strongly preferred for easier collaboration, and shortlisted candidates will be offered the same paid test edit before we choose a long-term editor.

We need a lead to help establish an international company for an online education business in the health and longevity space. The role includes overseeing company registration, setting up card payment systems, and ensuring legal compliance across relevant jurisdictions. You will coordinate with legal and financial partners, manage documentation, and help create a scalable structure for future growth. Experience supporting international business operations and advising on compliance matters is important.

Salesforce Implementation Specialist – Electrical Manufacturers' Rep Agency CRM Build (Project, Commission & Revenue Tracking)
About Us
New England Solutions Group (NESG) –
mynesg.com
– is an independent electrical manufacturers' representative agency based in North Andover, MA, serving all of New England. We represent electrical manufacturers across four main areas:

Electrical power: switchgear, transformers, bus systems, power-quality equipment

Lighting and controls: networked controls, LLLC, sports, roadway, and hazardous-location lighting

Electrification: EV charging, heat pumps, smart panels

Efficiency consulting: energy audits, campus standardization, PPAs, utility incentive guidance

As a rep agency, we don't buy or resell product. We find the opportunity, influence the specification, quote the job, and support it until it's delivered. The manufacturer then pays NESG a commission, often months after the order ships. Our line card has 60–150 manufacturers. Each has its own commission rates, split rules, and payment schedules. Standard CRM setups don't handle this well, so we need a Salesforce platform built for how a rep agency actually works.

Project Goal
Design, configure, and launch a full Salesforce environment that covers the whole lifecycle in one system:

Specification / Lead → Opportunity & Quote → Bid / Award → Purchase Order → Project Management & Delivery → Closeout → Commission & Revenue Realization

Scope of Work
1. Account & Contact Architecture (Multi-Party Relationships)
A single electrical project usually involves several companies, each playing a different role. The data model needs to support:

Account types: End users/owners (industrial, institutional, municipal, campus, healthcare, commercial), electrical contractors, distributors (with branch-level hierarchy), engineering/specifying firms, general contractors/construction managers, utilities, architects/lighting designers, facility teams, and manufacturers (our principals).

Three-level account hierarchy (Grandparent → Parent → Child): Many of our customers sit inside larger corporate structures, and we need to see activity at every level. Examples:

Distributors: National corporate HQ (grandparent) → regional division or district (parent) → local branch (child)

End users: Corporation, university system, or health network (grandparent) → campus or site (parent) → building or facility (child)

Contractors and GCs: Holding company (grandparent) → operating company (parent) → regional office (child)

Engineering firms: Corporate firm (grandparent) → regional office (parent) → department or studio (child)

Hierarchy requirements:

Opportunities, POs, bookings, and commissions roll up automatically from child to parent to grandparent

Reports and dashboards can be filtered or totaled at any level (for example, total business with one national distributor across all its New England branches)

A visual hierarchy view on each account record

Contacts can be tied to the correct level (for example, a corporate purchasing manager vs. a branch counter salesperson)

Support for national or corporate pricing and agreements set at the grandparent level and passed down to the branches

Rules that keep the hierarchy clean when new branches or sites are added, and stop duplicate accounts from being created

Contacts with roles: Specifier, purchasing agent, PM, estimator, counter sales, facilities manager, and so on. Contacts must be able to move between companies without losing their history.

Opportunity/project roles: One project should link to several accounts (owner, engineer of record, GC, winning electrical contractor, distributor of record, and competing bidders), each tagged with its role.

Relationship and influence tracking: Which engineers specify which manufacturers, and which contractors buy through which distributors.

2. Manufacturer (Principal) & Line Card Management
A custom object for each manufacturer/principal: product categories, territory, contract dates, contacts (regional manager, inside sales, customer service), and portal links.

Commission structures stored per manufacturer, including:

Different rates by product category, order size, or market (for example, a lower rate on stock/distributor orders and a higher rate on project/quoted orders)

Specification and split commissions: credit split between the territory where a product was specified and the territory where it ships or installs, including splits with other agencies

Overage/underage or price-based commission adjustments

Effective-date history, so rate changes don't alter past deals

Each manufacturer's payment terms and schedule (monthly, quarterly, on shipment, on invoice, or on customer payment) and the typical lag between invoice and commission payment.

Contract renewal and termination alerts, plus a principal performance dashboard.

3. Opportunity, Specification & Quote Management
Custom opportunity stages that match our process, for example: Lead/Design → Specified → Bidding → Quoted → Awarded/Negotiation → PO Received → In Production → Shipped → Closed/Installed → Commission Paid

Project opportunities vs. stock/flow business: different record types and page layouts for each.

Multi-line opportunities: One project often includes products from several manufacturers. Each line item needs its own manufacturer, value, commission rate, and expected commission.

Bid tracking: bid dates, which contractors are bidding, quote versions, competitive brands, basis-of-design vs. approved-equal status, and win/loss reasons.

Quote document generation and approval workflow (Salesforce CPQ/Revenue Cloud or a recommended alternative).

Sales pipeline forecasting by salesperson, manufacturer, market segment, and customer type.

4. Post-PO Project Management (Delivery & Lead Times)
After a purchase order is received, we need a project management area for that order:

Logging the PO (PO number, customer, manufacturer order/acknowledgment number, order value, and links to attached documents)

Submittal and approval tracking: submittals sent, approved, approved-as-noted, revise-and-resubmit, with dates

Production release, lead times by manufacturer/product, estimated ship dates, and actual ship dates

Partial shipments, multiple releases, and backorders

Delivery tracking (carrier, tracking number, job site vs. distributor delivery) and job site contacts

Change orders, RMAs/returns, damage claims, and warranty issues

Startup, commissioning, and training milestones (common for switchgear, controls, and EV charging)

Automatic alerts for upcoming ship dates, changed lead times, or late acknowledgments

A project dashboard or Gantt-style view that shows all open orders and their status

5. Commission & Revenue Tracking Model (Core Requirement)
This is the most important part of the project. We need to know what we're owed, when it will arrive, and whether we were paid correctly.

Expected commission per line item: Calculated automatically from the order value and the manufacturer's commission rules, including splits.

Projected payment date: Calculated from ship/invoice date plus that manufacturer's payment schedule and lag.

Commission statement reconciliation: Import manufacturer commission statements (CSV/Excel, which vary by manufacturer) and match them to orders. Flag underpayments, missing payments, and disputes.

Status tracking: Expected → Invoiced by MFR → Statement Received → Paid → Reconciled, plus Disputed.

Advanced milestone payment schedules: Some contracts pay commission in milestones (for example, a percentage at order, at submittal approval, at shipment, at energization or acceptance, or at retainage release). The system must let us build custom schedules per contract, with amounts and dates, and track each milestone separately.

Cash-flow forecasting: Expected commission income by month and quarter, broken out by manufacturer, salesperson, and market.

Internal salesperson commission/payout calculations: Optional but preferred. Pay our own reps a share of NESG's commission once it's received.

Aging reports for unpaid commissions, and alerts for commissions that are past their expected date.

If commissions are posted to accounting, we'd like it to integrate with QuickBooks (preferred) or export cleanly.

6. Reporting & Dashboards
Executive dashboard: pipeline, bookings, shipments, commission earned vs. received, and forecast

Breakdowns by manufacturer, customer type, account, engineer, contractor, distributor, salesperson, and market vertical

Specification influence reports (which engineering firms spec our lines, and win rates)

Manufacturer review packets: quarterly reports we can send to each principal

7. Integrations, Data Migration & Automation
Outlook/Microsoft 365 or Gmail email and calendar sync (Einstein Activity Capture or equivalent)

Document storage (SharePoint/OneDrive/Google Drive) linked to projects and opportunities

Migrate existing data (spreadsheets, contacts, open projects, historical commissions), including cleanup and deduplication

Import tools for manufacturer POS/sales reports and commission statements

Optional: bid-lead services (Dodge, ConstructConnect), e-signature, and mobile use for outside sales in the field

Workflow automation with Flows, task reminders, and approval processes

8. Security, Training & Handoff
User roles and permissions (owner/admin, outside sales, inside sales/project coordinators, accounting)

Full documentation of the data model, automations, and commission logic

Live training sessions (recorded), plus admin training for ongoing maintenance

Post-launch support period (please quote 30–90 days)

Ideal Candidate
Salesforce Certified (Administrator plus Platform App Builder, Sales Cloud Consultant, or Developer preferred)

Strong preference: Experience with manufacturers' rep agencies, electrical/lighting distribution, building products, or other commission-based or multi-tier channel sales

Proven experience building custom objects, complex Flows, rollups, and commission or revenue-schedule logic

Experience with project management inside Salesforce, and with data migration

Good communicator who can turn business processes into a clean, scalable design, not just configure screens

Pricing & Timeline
This is a fixed-price project. Please propose one fixed total price that covers every item in this post. Do not quote an hourly rate. Salesforce license costs are separate from your fee.

Target timeline: 12–16 weeks from kickoff to go-live, followed by the support period.

Payments will be released through Upwork milestones tied to the phases below. Please include in your proposal:

Your total fixed price

Your total timeline in weeks

A breakdown of cost and duration for each phase

Anything not included in your price

Deliverables & Phases (please propose your own)
Discovery and solution design: process mapping, data model/ERD, and a written requirements document

Core build: accounts, contacts, principals, opportunities, and quotes

Post-PO project management module

Commission and revenue realization engine, including milestone schedules and statement reconciliation

Dashboards, integrations, and data migration

Testing, training, go-live, and support

To Apply, Please Include
Examples of similar Salesforce builds, especially rep agency, distribution, or commission tracking work

How you would structure the manufacturer commission rules and milestone payment schedules (a brief outline)

Recommended Salesforce edition, licenses, and any AppExchange tools (and why)

Your total fixed project price and total timeline, with a cost and duration for each phase (no hourly bids)

Your availability and time zone (some overlap with U.S. Eastern Time is required)

Start your proposal with "NESG" so we know you read the full post.

I am developing a subscription-based mobile app for iOS and Android and looking for an experienced individual or company to discuss a genuine business or publishing partnership.
Potential responsibilities:
Establish or use an appropriate business entity, where permitted.
Handle app publishing through Apple App Store and Google Play.
Help arrange subscription revenue payouts, banking, and related administration.
Coordinate accounting and tax reporting with qualified professionals.
Provide transparent reporting of revenue, fees, and expenses.
I will lead product development and marketing. The division of responsibilities, compensation, ownership, and access must be agreed in writing before work begins.
The agreement should clearly address:
Ownership of the app, source code, brand, and other intellectual property.
Ownership and management of developer accounts.
Revenue distribution and payout schedules.
Administrative access and financial reporting.
Responsibilities for compliance, accounting, and taxes.
Termination and any permitted transfer of the app or accounts.
Please include in your proposal:
Your country and whether you operate as an individual or company.
Relevant app publishing or business partnership experience.
The structure you recommend and why.
Any eligibility restrictions or approvals that need checking.
Your proposed setup fee, ongoing fee, or revenue share.
Expected timeline and documents required from me.
This is a partnership and publishing inquiry, not a request for app development. Please explain your proposed role rather than simply offering account registration.

Lead Generation & Media Buying Specialist – Life Insurance focused ( preferable )

About the Project

We are building a lead generation agency focused on the UK life insurance and protection sector. We are looking for someone who can help us build the business from the ground up, set up the necessary tools and systems, launch advertising campaigns and generate leads for our clients.

We will be driving paid traffic to our clients’ existing landing pages, with the goal of generating leads at a target cost per lead (CPL) and achieving consistent lead volumes.

We are looking for someone who is hands-on, proactive, technically minded and good at solving problems.

Key Responsibilities

* Set up the tools, accounts and systems needed to run lead generation campaigns.
* Recommend the best advertising platforms to use, such as Meta, Google and other suitable channels.
* Launch, manage and optimise paid advertising campaigns.
* Implement tracking to ensure successful leads on client landing pages are fed back into our advertising accounts for campaign optimisation.
* Create and test static image ads and video creatives using available tools.
* Follow strict financial advertising and creative compliance guidelines.
* Monitor campaign performance and provide daily reporting on spend, CPL, lead volume and results.
* Troubleshoot tracking issues, rejected ads, account restrictions and other campaign challenges.
* Help us develop and improve our processes as the agency grows.

Experience We’re Looking For

Ideally, you will have experience in:

* Paid lead generation and media buying.
* Conversion tracking, attribution and tracking tools.
* Creating and testing advertising creatives.
* Financial services or other regulated advertising sectors.
* Life insurance and protection lead generation in the UK, US, Canada or other markets.

You don’t need to be an expert in everything. If you have strong experience in some areas, are willing to learn on the job and can take initiative to solve problems, we would still love to hear from you.

Important

Financial advertising can be challenging, with ads sometimes being rejected or accounts restricted. We need someone who is resourceful and can find practical, compliant solutions, including exploring legitimate agency account options where appropriate.

This is a ground-up project, so we need someone comfortable helping us choose the right tools, build the infrastructure and establish processes as we go.

All reasonable costs for required software, tools and systems will be covered by us.

To Apply

Please briefly tell us:

* Your relevant experience with lead generation and paid advertising.
* Your experience with tracking and conversion optimisation.
* Whether you have worked in life insurance or financial services.
* Which areas you are strongest in and which you would be willing to learn.

We are looking for someone who wants to grow with the business and help us build a successful, scalable lead generation operation.

We need a CPA to support US tax filing for LLCs and small businesses. The role includes preparing and reviewing tax returns, ensuring compliance with IRS requirements, and helping clients understand their filings. You will also assist with bookkeeping support, organize financial records, and provide clear guidance on tax-related matters.

I’m looking for assistance with US tax preparation, tax return filing, and LLC tax compliance. The work may involve Form 5472, Form 1120, Pro Forma 1120, Form 1040, Form 1040-NR, Form 1065, and Form 1120-S.

asks may include foreign-owned LLC tax filing, nonresident tax returns, IRS filing requirements, tax document review, prior-year tax returns, bookkeeping for tax preparation, and federal or state tax compliance.

Knowledge of international tax compliance, FBAR, Form 5471, QuickBooks, EIN applications, and IRS tax notices is a plus.

This is a part-time, ongoing role for someone who can work independently, communicate clearly, and maintain accurate records. Experience supporting small businesses and handling tax filings is important.

We are a small agency based in the Philippines looking for a US-licensed CPA to provide hourly consulting support regarding 1099 forms and related US tax questions for our US expat VA's.

Responsibilities:

Clarify questions regarding 1099 forms and reporting requirements.
Provide guidance on common US tax compliance questions involving US expats.
Help us understand applicable IRS rules and requirements.
Provide occasional consultations on an as-needed, hourly basis.

Requirements:

Active US CPA license.
Strong knowledge of US tax regulations, particularly 1099 reporting and expat-related tax matters.
Clear communication skills and ability to explain tax concepts in simple terms.
Experience working with international clients is a plus.

Engagement: Freelance / hourly, as needed.

Please share your relevant experience, hourly rate, and availability when applying.

We are developing SignalIQ, a financial analysis platform, and need real-world company financial data sets to test and validate it.

WHAT WE NEED (5 SETS)
- Sets containing complex accounting issues, adjustments or anomalies are especially valuable, as this is where the system's analysis focuses.
- Detailed company financial information: trial balance, general ledger extract, P&L, balance sheet, cash flow statement, and notes/disclosures where available.

REQUIREMENTS
1. Real data only: The data must come from actual business records. AI-generated, synthetic or fabricated data cannot be accepted, as the system detects and rejects it.
2. Right to share: You must be legally able to share each set. That means it is your own business's data, or you hold the owner's written permission. Please do not send any client's data without their consent.
3. Non-public: The data must not be published or publicly available. Public filings cannot be used for this phase.
4. Prior year (preferred): A matching prior-year set for year-on-year comparison is a strong plus but not required.
5. Format: Excel, CSV, PDF or accounting-system export.

PRIVACY AND CONFIDENTIALITY
- You can anonymise company names and any identifying details before sending.
- Data is used only for system testing and validation. Nothing identifiable will be shared, published or disclosed.
- I am happy to sign an NDA through Upwork before you share anything.

DELIVERABLE AND ACCEPTANCE
5 data sets (with prior-year data where available) and a short note per set describing the business type, period covered, and any known adjustments or anomalies.
Payment is by milestone, $15 per set. Each set is accepted when it is complete (trial balance, ledger and statements present), internally consistent (trial balance balances and the ledger ties to the statements), not publicly available, anonymised, and accompanied by its note.

IN YOUR PROPOSAL, PLEASE TELL US:
- How many sets you can supply and what industries/periods they cover
- How you have the right to share them (own business or written owner consent)
- Whether prior-year data is included

Rodgers Tichaona, for SignalIQ Global Financial Intelligence Platform

We are a company providing AI consulting, Accounting, back office services and project report.

Need a sales agent who can provide client from USA,UK and Australia and earn commission on closed deal.
Commission (20% to 30%) and other earing will depend upon closed deal price.

We're a growing performance marketing company focused on developing high-converting social media advertising campaigns across financial services, insurance, and other lead generation markets.

We're looking for a sharp direct response copywriter who combines persuasive writing with strong creative instincts. You understand what makes people stop scrolling, pay attention, and take action. More importantly, you know how to turn those insights into compelling ad concepts that drive measurable results.

This role goes beyond writing copy. You'll research competitors and winning ads, identify new marketing angles, develop hooks and concepts, and use AI tools or basic design software to turn your ideas into ready-to-launch creatives.

We're looking for someone who can take ownership of the creative process from initial research to final execution.

What You'll Be Responsible For

Direct Response Copywriting

Write persuasive ad copy, ranging from short-form hooks and social media ads to longer scripts and long-form sales copy. Every piece should be designed to capture attention, build interest, overcome objections, and drive action.

Creative Research & Strategy

Study successful ads, analyze competitor campaigns, understand customer motivations, and identify opportunities for new concepts. You should be able to explain why an ad works, not simply recreate what others are doing.

Native-Style Social Media Ads

Develop ads that feel natural in the social media feed rather than traditional corporate advertising. You'll use storytelling, relatable situations, curiosity, and compelling messaging to connect with audiences while maintaining a clear conversion goal.

End-to-End Creative Production

Bring your ideas to life using AI image-generation tools, basic design software, and other creative resources. You should be comfortable producing usable ad creatives independently instead of relying on a designer for every concept.

Testing & Iteration

Develop creative variations, test different hooks and angles, and use campaign performance data to improve future ads. The goal is to continuously discover new approaches that improve engagement, lead quality, and conversions.

What We're Looking For

Excellent English: Strong command of written English, with a good understanding of American culture, buying behavior, and online audiences.

Proven Copywriting Ability: Experience writing direct response copy that captures attention and motivates people to take action.

Strong Creative Judgment: You understand the psychology behind effective ads, including curiosity, emotional triggers, objections, and consumer intent.

A Research-Driven Mindset: You actively study winning campaigns, customer comments, competitor ads, and market trends to develop better ideas.

Creative Execution Skills: Familiarity with AI image-generation tools and basic creative software is a plus. You should be able to turn concepts into finished assets without excessive hand-holding.

Comfort With Unconventional Ideas: You understand that performance-driven advertising doesn't always look polished or follow traditional branding rules. You're willing to explore bold hooks, lo-fi visuals, curiosity-driven messaging, and unconventional formats when appropriate.

An Ownership Mentality: You don't wait for someone to tell you exactly what to write. You identify opportunities, bring ideas forward, and take responsibility for improving creative performance.

Who Should Apply?

This role is best suited for someone who genuinely enjoys direct response advertising and understands the relationship between creative strategy, copywriting, and campaign performance.

You should have experience developing social media ads and understand how conversion-focused advertising differs from traditional brand marketing. You should also be comfortable working independently, moving quickly, and turning research and insights into testable creative concepts.

We're not looking for someone who simply follows a brief and delivers a few lines of copy. We want a creative thinker who can identify opportunities, challenge assumptions, develop original concepts, and execute them from start to finish.

If you enjoy breaking down successful ads, understanding consumer psychology, experimenting with new creative approaches, and helping campaigns generate measurable business results, we'd love to hear from you.

How to Apply

Please share examples of direct response ads or campaigns you've worked on. Performance data and results are highly encouraged.

We're particularly interested in seeing:

Native-style social media ads and static creatives

Long-form ad copy, sales scripts, or persuasive advertorials

Creative concepts and angles you've developed independently

Examples demonstrating campaign results, testing insights, or improvements in performance

Please prioritize your strongest work and explain your contribution to each example. We're interested in how you think, not just what you've produced.

## Project Overview

I am seeking an experienced **Senior Python Engineer / Independent Software Auditor** to conduct a focused technical verification of an existing AI-assisted financial research system called **EBDIS/KBYG (Evidence-Based Decision and Investment System)**.

This is a personal, non-commercial research project. The architecture, Python implementation, technical documentation, and extensive offline testing have already been developed.

**The objective is independent verification of the existing system, NOT rebuilding or developing a new system.**

We are preparing for a controlled historical market-data study covering 2018–2022 and require an independent assessment before starting data acquisition.

## Scope of Work

### 1. Python Code and Data Pipeline Audit

Review the existing Python implementation, including:

- REST API requests and historical-data acquisition.
- Pagination and API error handling.
- JSON validation, duplicate detection, and data integrity.
- SHA-256 checksums and provenance verification.
- Evidence preservation, atomic file operations, and recovery.
- Security, reliability, and fail-closed controls.

### 2. Three Core Components

**RA10 — Data Acquisition and Provenance**

Verify API request integrity, pagination continuity, original HTTP evidence, source receipts, token confidentiality, and audit-trail reliability.

**RA11 — Historical Market Calendar**

Verify NYSE trading calendars for 2018–2022, including holidays, exceptional closures, early closing sessions, daylight-saving transitions, and timestamp accuracy.

**RA12 — Dataset Integrity**

Verify historical-data completeness, source-to-dataset traceability, RAW/CANONICAL reconstruction, missing or duplicate bars, and correct symbol/date assignments.

### 3. Governance and Security Verification

Review six defined technical controls (GOV-01 through GOV-06) relating to:

- Pagination-token security.
- Original data custody and restricted access.
- Source-generation metadata.
- API endpoint restrictions.
- HTTP timestamps and clock integrity.
- Atomic preservation and crash recovery.

Review whether the components are correctly integrated and whether the existing evidence is sufficient to support an acquisition-readiness decision.

### 4. Financial Data and Existing Evidence

The research uses six US securities:

SPY, AAPL, MSFT, JPM, XOM, and WMT.

The frozen historical acquisition plan specifies 5-minute SIP equity bars over 2018–2022, with 360 symbol-month windows, a maximum of 2,000 HTTP attempts, and a maximum of 5 million raw rows.

Written clarification from Alpaca concerning personal research use is available.

The reviewer should examine the technical evidence and identify any unresolved source-use or agreement-applicability concerns. A formal legal opinion is not required.

## Required Deliverables

We require **one consolidated independent technical audit report** containing:

1. Reviewer's qualifications and independence declaration.
2. Exact source files and SHA-256 hashes examined.
3. Technical findings for RA10, RA11, and RA12.
4. Individual PASS, HOLD, or FAIL findings for GOV-01 through GOV-06.
5. Assessment of system integration and data integrity.
6. Identified defects, risks, and necessary corrections.
7. Final recommendation on readiness for consideration of a separately authorized historical-data acquisition.
8. A dated, signed or otherwise attributable technical assessment.

An evidence-supported HOLD or FAIL outcome is acceptable. We require an objective professional assessment, not a predetermined approval.

## Important Project Conditions

- This is initially an **offline, read-only audit**.
- No access to private API credentials or server passwords.
- No market-data downloads or live trading.
- No cloud execution or model training.
- No unnecessary repetition of already accepted tests.
- No modifications to existing accepted code without prior approval.
- All project materials must remain confidential.

The existing system must not be redesigned or simplified without explicit authorization.

## Preferred Qualifications

- Strong professional Python experience.
- REST API and ETL pipeline development.
- Independent source-code review and software testing.
- Data engineering and provenance verification.
- Linux, filesystem security, logging, and recovery.
- Experience with financial market data is highly desirable.
- Ability to deliver a documented independent technical assessment.

## Budget and Engagement

This is a **fixed-scope, preferably fixed-price assignment**.

A complete technical review package is available, including source code, documentation, previous verification results, and audit decision templates.

Please provide:

- Relevant experience with similar independent audits.
- Estimated time required.
- Proposed fixed-price quotation.
- Availability and expected delivery schedule.
- Any essential additional information required.

**We are looking for a reliable independent assessment that allows us to proceed toward historical data acquisition and scientific research without unnecessary redevelopment or delays.**

I need a permanent bookkeeper to manage my Xero account and help streamline the reconciliation process. I currently spend a few days at the end of the year reconciling everything, and I want someone to handle this consistently over time so the books are always up to date. The ideal freelancer will be reliable, detail-oriented, and able to work a few hours each month to keep the account organized and ready for end-of-year reporting.

Knowledge of accounting and Australian book keeping required so all financial reports are accurate.

Work on your own time, as long as everything's reconciled by the end of each month I'm happy.

About us
Gowin Global is an offshore accounting, bookkeeping and finance operations firm based in India. We support small and mid-sized businesses in the US, UK and Canada with work like QBO/Xero bookkeeping, reconciliations, VAT/sales tax filings and operations support.

What we need
Someone to run LinkedIn outreach that produces qualified sales calls with business owners and finance leads. Your job is to get the meeting. We handle the pitch and close.

Responsibilities

Build targeted prospect lists (SMB founders, CFOs, controllers, ops heads)
Write and run connection and message sequences
Follow up and book discovery calls on our calendar
Share a weekly report on outreach sent, replies and meetings booked

What we’re looking for

Proven B2B appointment-setting results, ideally selling services (accounting, agencies, outsourcing)
Experience with LinkedIn Sales Navigator and outreach tools
Strong written English
10–15 hrs/week, long-term if it works

To apply, tell us:

How many meetings per month you’ve booked for a past B2B client
A sample LinkedIn opening message you’d send a US business owner
Your preferred pay structure

About the Project

We’re launching a new TikTok account focused on practical personal finance, including budgeting, side hustles, debt payoff, saving strategies, beginner investing, and smart money habits.

We’re looking for an experienced TikTok Growth Manager who can build an account from zero, create engaging educational content, grow a loyal audience, and develop monetization opportunities.

This is a hands-on role covering strategy, content development, production, publishing, analytics, and monetization.

Key Responsibilities

Develop a complete TikTok growth strategy, including positioning, content pillars, hooks, formats, and posting schedules.

Research trending personal finance topics and identify high-potential content opportunities.

Create engaging scripts with strong hooks, storytelling, and clear calls to action.

Produce or direct high-quality videos using AI tools, voiceovers, screen recordings, graphics, captions, and B-roll.

Present financial information through clear visuals, charts, and easy-to-understand examples.

Manage daily or near-daily posting and audience engagement.

Analyze video performance and optimize content based on retention, watch time, shares, saves, and follower growth.

Develop monetization strategies through TikTok Creator Rewards, affiliate marketing, brand partnerships, and digital products where eligible.

Ensure content is accurate, responsible, and compliant with TikTok policies.

Content Topics

Our content will focus on practical, relatable financial education, including:

Budgeting and saving challenges.

Side hustles and realistic ways to earn extra income.

Debt repayment strategies.

Beginner investing and financial literacy.

Housing affordability and everyday money challenges.

AI-powered financial tools.

High-yield savings and money management systems.

Requirements

Proven experience growing TikTok accounts from zero.

A portfolio demonstrating account growth, content performance, and monetization results.

Strong short-form video scripting, editing, and visual storytelling skills.

Understanding of TikTok trends, search optimization, hooks, and audience retention.

Experience with tools such as CapCut, AI video generators, AI voice tools, or data visualization software.

Ability to build repeatable content systems and work independently.

Strong research skills and the ability to explain financial concepts accurately.

Personal finance content experience is a plus. Candidates must be able to research financial topics carefully and avoid misleading claims or unrealistic promises.

Compensation

Base retainer: $2,000 per month.

Performance bonuses: Based on agreed milestones for consistent publishing, audience growth, and monetization progress.

Revenue share: Available on qualifying revenue generated through Creator Rewards, brand deals, affiliates, and digital products, with terms agreed upon before starting.

Initial commitment: 3 months, with a performance review after 60–90 days.

How to Apply

Please include the following in your application:

Links to 2–3 TikTok accounts you have built or significantly grown, including timelines and results.

Analytics screenshots showing views, follower growth, retention, or monetization where available.

Examples of your best educational or faceless TikTok videos.

A brief explanation of your content strategy and monetization approach.

The AI tools and editing software you use.

Your availability and confirmation that you are comfortable with the proposed compensation structure.

Important: Applications without relevant portfolio examples or verifiable results may not be considered.

We’re looking for a proactive growth partner who can help build a high-quality personal finance brand from the ground up and grow it into a sustainable business.

China Sourcing & Production Coordinator

RALLIE Studio

About RALLIE

RALLIE is a premium branded merchandise business creating custom products for brands, businesses and events. From apparel and drinkware to packaging and completely custom pieces, we help clients bring their brand to life.

We’re looking for an experienced sourcing professional based in China to find quality manufacturers and manage orders from the initial brief through to dispatch.

The role

You’ll work closely with our Australian team to source products, negotiate pricing, coordinate samples and oversee production. You’ll need a strong eye for quality, clear communication and the confidence to resolve supplier issues before they affect our clients.

Your responsibilities

Find and assess manufacturers for apparel, bags, drinkware, accessories, packaging and custom merchandise.

Identify suitable direct factories and clearly disclose when a supplier is a trading company or agent.

Turn product briefs, reference images and artwork into clear supplier specifications.

Obtain comparable quotes covering materials, quantities, branding, tooling, packaging, lead times and freight terms.

Negotiate competitive pricing, minimum order quantities and payment terms while maintaining quality.

Coordinate samples and check colours, materials, dimensions, logo placement and finishing against the brief.

Obtain written RALLIE approval before committing to production or accepting specification changes.

Monitor production schedules and provide regular progress updates, photos and videos.

Arrange factory visits and independent inspections where required.

Identify defects, delays or specification issues early and coordinate corrective action.

Collect relevant product testing and compliance documents for review by RALLIE and its advisers.

Coordinate packing lists, carton details and dispatch with our nominated freight partners.

Keep supplier details, quotes, samples and order milestones up to date in RALLIE’s systems.

Disclose supplier commissions, referral fees or other financial interests.

What we’re looking for

Proven experience sourcing and managing production in China.

Experience with promotional merchandise, apparel, accessories or custom consumer products.

Fluent Mandarin and strong written and spoken English.

A good understanding of manufacturing processes, decoration methods and quality control.

Strong negotiation skills and attention to detail.

The ability to distinguish a low price from good overall value.

Confidence working independently and managing several orders at once.

Availability to communicate regularly with our Australian team and travel to factories when required.

An existing network of reliable manufacturers and experience exporting to Australia would be highly regarded.

What success looks like

Suitable supplier options with clear, complete pricing.

Samples that accurately reflect the approved brief.

Production that meets the agreed specification and delivery schedule.

Early communication about risks, with practical solutions.

Accurate records that make repeat orders straightforward..

Please include examples of products you’ve sourced, the categories you specialise in and your experience managing quality issues or production delays.

About Eat Robotics

Eat Robotics is an innovative robotics company. I am hiring as the CEO of the corporation. By background, I am a dual-licensed attorney (licensed in both Canada and the United States) with extensive personal experience in intellectual property, currently holding three issued U.S. patents and two pending applications.
We are seeking a registered USPTO Patent Agent to establish our formal U.S. Counsel of Record and provide ongoing, lean procedural support under the new July 20, 2026 foreign-domicile mandate (37 CFR 1.31).
All application materials for this file are 100% completed to a rigorous professional standard, including the detailed specification, 4 independent claims (21 total claims), formal drawings, and a fully prepared Information Disclosure Statement (IDS).

Scope of Work

• Corporate Representation & Review: Act as the U.S. Counsel of Record for Eat Robotics. Conduct a streamlined professional compliance review of the drafted application to satisfy your 37 CFR 11.18 duties.
• USPTO Electronic Filing: Formally lodge the non-provisional utility application via Patent Center.
• Form Execution & Entity Management: Review and execute the ADS and Form PTO/SB/460 (Notification of Loss of Micro Entity Status) to lock in the corporation's Small Entity status.
• Ongoing U.S. Presence: Serve as our ongoing corporate correspondent for incoming USPTO communications. Future substantive responses (e.g., Office Actions) will be drafted internally by me and sent to you for final practitioner sign-off and lodging.

Fee Calculations & Financial Logistics

• Current Application Fees: Small Entity filing fees are exactly $1,440.00 (Base filing/search/exam of $800 + 5 excess claims at $400 + 1 excess independent claim at $240).
• Collateral USPTO Matter: We must concurrently resolve a $600.00 fee shortfall owed to the USPTO on a separate, unrelated Eat Robotics application.
• Payment Terms: To completely bypass Upwork platform fee markups, we prefer to enter our corporate credit card directly into the USPTO portal during submission. If you must use your firm's deposit account, we will issue a "grossed up" Upwork bonus to ensure you take home the exact $2,040.00 total government fees after Upwork's platform deductions.

Required Screening Questions

To be considered for this role, you must answer the following questions in your proposal:
1. What is your USPTO Registration Number? (Applications without a valid registration number will be automatically declined).
2. What is your preferred flat fee for the streamlined administrative review, form signature, and initial filing of this completed package?
3. Are you open to an ongoing, lean transactional relationship where you bill a flat rate per submission for final review and sign-off on future Office Action responses that I draft internally?

I am looking for a qualified US CPA or tax professional with extensive experience handling Multi-Member LLCs owned entirely by non-U.S. residents, registered in Texas.

Background:
Entity Type: Multi-Member LLC registered in Texas (Partnership taxation).
Partners: 2 non-U.S. resident partners.
Age: Active for over 1 year.
Financial Status: Active with operational/setup expenses and capital contributions, but zero revenue to date.

Scope of Work / What I Need:
Partnership Compliance Assessment: Determine all federal IRS requirements for a foreign-owned Multi-Member LLC (including Form 1065, Schedules K-1, and any associated international information returns if applicable).
Texas State Obligations: Advise and handle Texas Franchise Tax reports and Secretary of State filings.
Guidance on Expenses & Capital: Review how initial out-of-pocket expenses and capital contributions by the partners should be booked and reported.
Ongoing Strategy: Ensure proper structuring and compliance as we move toward generating revenue.

Requirements for Applicants:
Deep, proven experience with US partnership taxation (Form 1065) for non-resident-owned entities.
Familiarity with Texas state tax laws and Comptroller requirements.
Clear, structured communication.

When applying, please briefly mention your experience with foreign-owned Multi-Member LLC partnerships and handling zero-revenue / pre-revenue entities with multiple partners.

We’re looking for a detail-oriented virtual assistant to keep our profit and loss (P&L) sheet updated across multiple Shopify stores and collect product pricing from suppliers.

You’ll gather sales figures, advertising spend, and product costs, then accurately enter them into our existing spreadsheet. The goal is to maintain a clear, reliable picture of each store’s performance.

Your responsibilities will include:

- Updating our existing P&L sheet on an agreed schedule.
- Collecting advertising spend from Meta Ads Manager and TikTok Ads Manager.
- Gathering Shopify sales and refund figures, along with fees and other expenses required by our template.
- Recording cost of goods sold (COGS), matching the correct product and variant costs to quantities sold.
- Keeping each store’s revenue and expenses separate and assigning them to the correct reporting period.
- Following our agreed rules for reporting dates, time zones, and currencies.
- Checking entries against source reports and flagging missing information, discrepancies, or unusual changes.
- Contacting suppliers to request current product prices and shipping quotes.
- Recording supplier quotes clearly, including product details, unit costs, shipping charges, currency, and any minimum order quantities.
- Keeping product cost records updated and communicating price changes that affect margins.

You should be confident using Google Sheets or Excel, comfortable with basic formulas, and careful when handling numbers. Experience with Shopify reports, Meta and TikTok advertising spend, and ecommerce P&L tracking is strongly preferred.

Good written communication is also important, as you’ll follow up with suppliers and report any issues that need our attention.

We’ll agree on the reporting schedule and workflow before starting. We’re looking for someone who can follow the existing template, meet deadlines, and ask for clarification when information is missing.

In your application, please include:

1. Your experience maintaining ecommerce P&L sheets or similar financial trackers.
2. Your familiarity with Shopify, Meta Ads Manager, and TikTok Ads Manager.
3. Your experience obtaining product and shipping quotes from suppliers.
4. Your hourly rate, time zone, and availability.
5. An example of a relevant spreadsheet you’ve worked on, with confidential information removed, if available.

Accuracy, organization, and consistent communication are the most important qualities for this role.

We need a reliable accountant to help with accounting cleanup, bank reconciliation, monthly reporting, billing, and payables. This role supports back-office operations and requires someone who can organize financial records, maintain accurate records, and help keep the books up to date. Experience with QuickBooks and Appfolio is important, and we’re looking for someone who can work independently and communicate clearly. This is a part-time, ongoing role for someone who can manage recurring accounting tasks with consistency and attention to detail.

Title: Catch-Up Bookkeeper for S Corporation — Full-Year 2025 Books in QuickBooks Online

About the business:
I run an online trading education and mentorship business. The business is an LLC taxed as an S corporation. Sales come through Stripe and Whop. My 2025 books were never completed and my prior CPA is unreachable, so I need a full-year catch-up done right and fast — this is a late filing situation and my CPA is waiting on clean books to file the 2025 Form 1120-S, K-1(s), and my personal return.

Scope of work:
1. Set up a clean QuickBooks Online file for 2025 (or clean up the existing file if one is started).
2. Import and categorize all 2025 bank and credit card transactions, January through December.
3. Reconcile every account, every month, for all of 2025.
4. Reconcile Stripe payouts properly: gross sales, processing fees, and refunds — not just net deposits.
5. Reconcile Whop payouts using bank feeds and/or the Whop payout export (no native Whop integration exists, so this needs manual mapping).
6. Separately track owner draws/distributions vs. business expenses, and flag anything that looks like officer salary or payroll for my CPA to review.
7. Deliver a CPA-ready package: monthly and year-end Profit & Loss, Balance Sheet, and supporting schedules, with all 12 months reconciled.
8. This is full-service, not assisted: you do the categorizing and reconciling. I will answer one batched list of questions about unclear transactions and approve the finished financials — I do not want to work a transaction queue myself.

What I will provide:
2025 bank and credit card statements (or read-only feed access), Stripe annual summary and payout reports, Whop payout export, and any 1099s. No prior-year return or prior bookkeeper file is currently available.

Requirements:
- Proven catch-up/cleanup experience — please share an example of a full-year catch-up you completed.
- Experience with U.S. S corporations specifically.
- Strong QuickBooks Online experience (ProAdvisor a plus).
- Experience reconciling Stripe payouts (gross, fees, refunds).
- Clear written English and reliable communication. All work and files handled confidentially.

Timeline:
Start immediately. Target completion within 3 weeks of receiving all documents.

Budget:
Fixed price for the full 12-month catch-up. Please propose your fixed fee with your application.

To apply, please answer:
1. How many full-year catch-up projects have you completed, and for what entity types?
2. How do you reconcile Stripe payouts — gross, fees, and refunds?
3. What does your final handoff package include, and how do you hand off to a CPA?
4. What do you need from me on day one to start?

We’re looking for a reliable professional to support customer service, appointment setting, and follow-up tasks. The role includes handling client communications, scheduling appointments, and maintaining accurate records. You will also assist with basic accounting and property management tasks, including work order follow-up and ensuring processes are completed on time. This is a part-time, long-term opportunity for someone organized, responsive, and comfortable managing multiple responsibilities with attention to detail.

We are looking for 10 to 20 UX testers and beta users to test our brand-new, modern accounting platform and provide detailed, constructive feedback on its usability. No prior accounting experience is required—though accountants managing multi-entities are also welcome to bring their expertise!

Our platform is designed to make financial management simple and intuitive for everyone, from freelancers and beginners to small and medium-sized business owners.

- About the Software:
You will be testing an all-in-one financial management application featuring:

1) AI Financial Assistant: Answers questions in simple terms, explains financial metrics, and guides users through operations.

2) Smart Invoicing & Automated Reminders: Generates customer invoices, tracks status, and sends automated email reminders.

3) Document Attachments: Uploads supporting files (receipts, vendor invoices, PDFs, bank statements) for quick reconciliation.

4) Real-Time Financial Reports: Generates Profit & Loss, Trial Balance, and Cash Flow reports instantly.

5) Multi-Business Consolidation: Consolidates financial data across multiple companies.

6) HR & Payroll Records: Centralized employee recordkeeping and workforce management.

- What You Will Do:
1) Log into the software environment, explore its features, and test overall usability and workflows.

2) Document your user experience, note any bugs or friction points, and provide a detailed internal feedback report.

3) (Optional) Participate in a brief feedback call or chat with our product team to share recommendations.

- What We Value:
We value 100% candid, honest feedback—even if it highlights bugs, confusing UI, or areas for improvement. Catching these issues early helps our development team build a better product!

- Compensation & Perks:
1) Fixed-Price Milestone: $10 for completing the software walk-through and submitting a comprehensive usability and feedback report.

2) Software Access: 1 full year of free access to the accounting software for your own business or freelancing needs upon official launch. (Extended access available for accountants managing multiple entities).

- How to Apply:
1) When submitting your proposal, please:
2) Briefly share your experience with accounting software or general software testing.
3) Confirm your availability to complete the testing and submit your feedback report within your proposed timeframe.

We are hiring one agency to deliver marketing and web work for clients in Saudi Arabia under a white-label arrangement. The agency's team works as part of our company, under our company name, and all work is delivered unbranded. Client details, including client names and logos where needed for research and design, are shared with the selected agency only after a binding NDA and non-solicitation agreement is signed through Upwork.

Agencies only. We require a team with Arabic-speaking staff, Saudi-market experience and a named project lead. Individual freelancers will not be considered.

Scope, in different combinations per client:
- Social media design, Arabic content, reels and short video
- Branding and print-ready design
- Account and community management
- Paid ads (Google, Meta, Snapchat, TikTok)
- SEO and landing pages
- Business websites and Salla/Zid stores
- Full-stack development, scoped separately

PROPOSAL REQUIREMENTS
In your proposal, quote a fixed SAR total for each package below (for packages of 3 months or longer, give the total for the full period):
1. M1 - 1 month: 15 static designs, 30 feed posts across two platforms, 3 short videos (15-30 s, 9:16, Arabic), daily story frame, content calendar, monthly report.
2. M3 - 3 months: 75 designs, 225 feed posts, 12 videos, daily stories, community management, up to two ad platforms with weekly optimization, small Salla/Zid store setup (up to 10 products), basic brand identity.
3. W1 - one-time: website (up to 5 pages) OR Salla/Zid store (up to 10 products), each priced separately.
State exclusions and extra costs separately. Two revision rounds per asset. State delivery time for each package.

TERMS
- Past portfolio work is sufficient. No free samples or test work. A paid trial may be agreed under a separate scope and price.
- White-label: final and source files are delivered unbranded. The agency does not disclose, publish or list the work in its portfolio without our written consent.
- Client communication: the agency's delivery team may communicate with our clients on delivery matters only, as part of our team and under our company name, through channels we provide and control. The team must not discuss pricing, payments, contracts or any other financial matter with our clients.
- Non-solicitation: the agency will not deal with our clients outside our engagement, will not offer them services directly, and will not disclose the white-label arrangement to them. This applies during the engagement and after it ends, for a period to be set in the agreement.
- A binding NDA and non-solicitation agreement is signed through Upwork before client details are shared.
- All communication, contracts and payments remain on Upwork.
- No minimum volume is guaranteed.
- Disclose any outsourced work and who supervises it.

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نبحث عن وكالة واحدة لتنفيذ أعمال تسويقية وتقنية لعملاء في المملكة العربية السعودية ضمن ترتيب White Label. يعمل فريق الوكالة كجزء من فريقنا وباسم شركتنا، وتُسلَّم جميع الأعمال دون أي علامة تجارية. وتُشارَك تفاصيل العملاء، بما في ذلك أسماؤهم وشعاراتهم عند الحاجة للبحث والتصميم، مع الوكالة المختارة فقط بعد توقيع اتفاقية NDA وعدم استقطاب ملزمة عبر Upwork.

للوكالات فقط. نشترط فريقًا لديه كوادر ناطقة بالعربية وخبرة في السوق السعودي ومسؤول مشروع محدد بالاسم. لن يُنظر في طلبات الأفراد المستقلين.

نطاق العمل، بتوليفات مختلفة حسب كل عميل:
- تصميم السوشيال ميديا، والمحتوى العربي، والريلز والفيديو القصير
- الهوية البصرية والتصاميم الجاهزة للطباعة
- إدارة الحسابات والمجتمع
- الإعلانات المدفوعة (Google وMeta وSnapchat وTikTok)
- تحسين محركات البحث (SEO) وصفحات الهبوط
- المواقع التعريفية ومتاجر سلة وزد
- التطوير البرمجي المتكامل (Full Stack)، ويُحدَّد نطاقه بشكل منفصل

متطلبات العرض
في عرضكم، قدّموا إجمالي سعر ثابت بالريال السعودي لكل باقة من الباقات التالية (للباقات التي مدتها 3 أشهر فأكثر اذكروا الإجمالي للفترة كاملة):
1. M1 - شهر واحد: 15 تصميمًا ثابتًا، و30 منشورًا على منصتين، و3 فيديوهات قصيرة (15-30 ثانية، عمودي 9:16، بالعربية)، وستوري يومي، وتقويم محتوى، وتقرير شهري.
2. M3 - ثلاثة أشهر: 75 تصميمًا، و225 منشورًا، و12 فيديو، وستوري يومي، وإدارة المجتمع، وإدارة حتى منصتي إعلان مع تحسين أسبوعي، وإعداد متجر سلة/زد صغير (حتى 10 منتجات)، وهوية بصرية أساسية.
3. W1 - مرة واحدة: موقع (حتى 5 صفحات) أو متجر سلة/زد (حتى 10 منتجات)، ويُسعَّر كل بديل على حدة.
اذكروا المستثنيات والتكاليف الإضافية بشكل منفصل. جولتا تعديل لكل مادة. وحدّدوا مدة التسليم لكل باقة.

الشروط
- يكفي معرض أعمالكم السابق. لا عينات مجانية ولا عمل تجريبي. ويمكن الاتفاق على تجربة مدفوعة بنطاق وسعر مستقلين.
- White Label: تُسلَّم الملفات النهائية والمصدرية دون علامة. ولا تفصح الوكالة عن الأعمال ولا تنشرها ولا تدرجها في معرض أعمالها دون موافقة كتابية منا.
- التواصل مع العملاء: يجوز لفريق التنفيذ في الوكالة التواصل مع عملائنا في أمور التسليم فقط، بوصفه جزءًا من فريقنا وباسم شركتنا، عبر قنوات نوفّرها ونتحكم بها. ولا يناقش الفريق مع العملاء الأسعار أو المدفوعات أو العقود أو أي أمر مالي.
- عدم الاستقطاب: لا تتعامل الوكالة مع عملائنا خارج نطاق تعاقدنا، ولا تعرض عليهم خدماتها مباشرة، ولا تفصح لهم عن ترتيب White Label. ويسري ذلك أثناء التعاقد وبعد انتهائه لمدة تُحدَّد في الاتفاقية.
- تُوقَّع اتفاقية NDA وعدم استقطاب ملزمة عبر Upwork قبل مشاركة تفاصيل العملاء.
- التواصل والعقود والمدفوعات كلها تتم عبر Upwork.
- لا حد أدنى مضمون لحجم الأعمال.
- يُرجى الإفصاح عن أي أعمال تُسند لطرف آخر ومن يشرف عليها.

QuickBooks Online cleanup specialist needed. 2025 expenses complete. 2025 income 95% complete but my last bookkeeper got a fulltime job and ghosted me- left me we some cleanup to be done in desciphering deposits between offices. I have 4 small med offices, and by myself I cannot get Clover POS receipts and QBO office-specific receipts and QBO total income to match and I don't have the skills/knowledge to complete task.

2026 all entered but require reconciliation, review of transaction categorization, duplicate/misapplied transaction correction, chart-of-accounts cleanup, and verification of balance-sheet accounts, with all bank and credit-card accounts reconciled and final P&L/balance sheet provided. All this was already done for 2025 by prior bookkeeper, and my misapplied rules have already been cleaned up, so estimated workload should be quite easy to obtain for 2026.

Looking for fixed-price project through for 2025 ASAP. If all goes well, definitely happy to discuss ongoing bookkeeping.

QuickBooks Online cleanup specialist needed. 2025 expenses complete. 2025 income 95% complete but my last bookkeeper got a fulltime job and ghosted me- left me we some cleanup to be done in desciphering deposits between offices. I have 4 small med offices, and by myself I cannot get Clover POS receipts and QBO office-specific receipts and QBO total income to match and I don't have the skills/knowledge to complete task.

2026 all entered but require reconciliation, review of transaction categorization, duplicate/misapplied transaction correction, chart-of-accounts cleanup, and verification of balance-sheet accounts, with all bank and credit-card accounts reconciled and final P&L/balance sheet provided. All this was already done for 2025 by prior bookkeeper, and my misapplied rules have already been cleaned up, so estimated workload should be quite easy to obtain for 2026.

Looking for fixed-price project through for 2025 ASAP. If all goes well, definitely happy to discuss ongoing bookkeeping.

QuickBooks Online cleanup specialist needed. 2025 expenses complete. 2025 income 95% complete but my last bookkeeper got a fulltime job and ghosted me- left me we some cleanup to be done in desciphering deposits between offices. I have 4 small med offices, and by myself I cannot get Clover POS receipts and QBO office-specific receipts and QBO total income to match and I don't have the skills/knowledge to complete task.

2026 all entered but require reconciliation, review of transaction categorization, duplicate/misapplied transaction correction, chart-of-accounts cleanup, and verification of balance-sheet accounts, with all bank and credit-card accounts reconciled and final P&L/balance sheet provided. All this was already done for 2025 by prior bookkeeper, and my misapplied rules have already been cleaned up, so estimated workload should be quite easy to obtain for 2026.

Looking for fixed-price project through for 2025 ASAP. If all goes well, definitely happy to discuss ongoing bookkeeping.

I am looking for an experienced business lawyer with expertise in shareholder agreements, business partner disputes, share buyouts, and corporate contract law to help me protect my interests.

Scope of Work

I am seeking a lawyer who can:

1. Draft a comprehensive shareholder separation and exit agreement that protects my interests and clearly defines each party’s rights and obligations.
2. Protect existing client contracts and revenue.
3. Clarify ownership rights. Establish what happens to the company’s existing contracts, intellectual property, brand, systems, client relationships, and other business assets if one shareholder walks away or the company ceases operations.
4. Address outstanding revenue and receivables. Protect my financial interest in money owed to the company under existing contracts, including payments received after a separation or dissolution.
5. Include exit and dissolution protections. Address what happens if my partner refuses to buy my shares, abandons her responsibilities, attempts to dissolve the company, or continues operating the business independently.
6. Include appropriate legal safeguards. Consider confidentiality, non-solicitation, non-circumvention, restrictions on unauthorized transfers of contracts or assets, indemnification, dispute resolution, and remedies for breach, to the extent legally enforceable.
7. Review existing corporate documents and agreements. Identify my current rights and any restrictions or obligations that could affect my ability to protect my shares and financial interests.
8. Provide a clear action plan. Advise me on immediate steps to take before signing any separation agreement, transferring shares, relinquishing access, or agreeing to changes in business operations.

India-Based Company Secretary or Corporate Lawyer — Foreign-Owned Company Incorporation

We are looking for an India-based practicing Company Secretary or corporate lawyer /freelancer/agencies with direct experience incorporating foreign-owned Indian companies. You should be able to advise on the appropriate ownership structure, complete MCA incorporation, identify required business registrations and licenses, and coordinate FEMA/FDI filings with a Chartered Accountant.

Please share your professional registration details, two examples of similar foreign-owned company incorporations, proposed scope and timeline, and a fixed-fee quote that separates professional and government fees.

We look forward to receiving your proposals

Team Spotlife Studio
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