Accounting & finance work from home

I need someone to help me document purchases like vehicles used partly for business used, along with helping me plan my tax strategy for my United States based business.

Skills: Tax Law, Tax Preparation, Accounting

I am seeking a skilled freelance UI/UX developer to create ExpenseSight a cross-platform mobile application for expense management.

Key Features:
Intuitive Dashboard: Design an attractive and user-friendly dashboard displaying financial insights, expense categories, and transaction history.
SMS Integration: Develop an interface for users to input and manage SMS data for seamless expense tracking.
Manual Entry: Create an intuitive interface for users to manually add, edit, and delete transactions.
Personalization: Implement customizable user preferences and settings for a tailored experience.
Cross-platform Compatibility: Ensure the app is responsive and optimized for both iOS and Android devices.
Requirements:
Strong UI/UX design skills and knowledge of best practices
Experience in designing responsive and intuitive mobile interfaces
Proficiency in cross-platform app development frameworks like React Native
Familiarity with design tools such as Sketch, Figma, or Adobe XD
Excellent communication and ability to work independently
Ability to deliver high-quality results within agreed-upon deadlines
As the freelance UI/UX developer, you will be responsible for creating an exceptional user experience for ExpenseWise. This includes designing intuitive user flows, visually appealing interface components, and optimizing the app's usability and performance across devices.
I am looking for a creative problem-solver who is passionate about crafting user-friendly and functional experiences. If you have a strong portfolio showcasing your UI/UX design skills and are excited about this project, I'd love to discuss further.
Please submit your resume, portfolio, and a brief description of your relevant experience. The compensation will be competitive and commensurate with your skills and experience.
Take this opportunity to showcase your talent and join me in creating ExpenseWise, an innovative expense management solution.

The website should have a minimalist design style.

Skills: Product Design, UX / User Experience, App Design, Prototype Design, Figma

I'm in need of a seasoned international tax CPA for personal tax consultation specifically focusing on the United States( California) and European Union (Italy). The ideal candidate should have substantial experience and understanding of tax regulations across these regions.

The primary goal of the consultation is tax planning. The consultation should be conducted in-person. Ongoing support after the initial consultation will be necessary.

Skills: Legal, Accounting, Finance, Tax, Tax Law

Hello,

I have a small Bussiness (PLLC) and am an Architect, . I am looking for someone to help me with tax strategy before I meet with a CPA to make sure I am getting the best advice on how to structure things now and moving forward.

Skills: Tax Law, Tax Preparation, Accounting, US Taxation

Hi,

My name is Michael, and I run CorkCRM, a software platform that helps painting companies manage their businesses efficiently.

To apply, you must:
- Be fluent in English, with excellent written and verbal communication skills.
- Be available to work 2–3 hours/day, Monday through Thursday, on EST (mid-morning and afternoon).
- Be comfortable working 100% remotely.
- Use UpWork TimeTracker with screenshots enabled.

About the Role:
- As our business grows, I need a reliable assistant to help with various administrative tasks, such as:
- Managing my inbox
- Providing phone and email customer support
- Performing software QA (testing for bugs)
- Handling basic bookkeeping
- Taking meeting notes/dictation
- Writing email newsletters and product updates
- Drafting standard operating procedures
- You’ll work from SOPs for repetitive tasks (e.g., running payroll) but will also handle new, unfamiliar tasks (e.g., creating a slide deck for potential investors). Problem-solving and independent thinking are essential.

The ideal candidate:
- Is detail-oriented and enjoys creating and following systems/processes.
- Is dependable, punctual, and easy to work with.
- Has strong organizational skills and enjoys variety in their tasks.
- Is proficient with Google Docs, Gmail, and Google Calendar.

About Me:
- I’m detail-oriented but easygoing and prioritize a pleasant work relationship. I live in Michigan but welcome candidates from anywhere.

How to Apply:
- If this sounds like a good fit, please apply and include your favorite productivity tool to show you’ve read the entire post. If your application looks promising, I’ll invite you to a brief video interview.

Thanks!

Skills: Administrative Support, Email Communication, Communications, Executive Support, Customer Service

I'm looking for an expert in Odoo migration to assist with moving my current system from Odoo 13 to Odoo 17 Community.

Key modules in use include:
- Sales
- Inventory
- Accounting
- CRM
- Manufacturing
- Point of Sale

The successful candidate will need to migrate these same modules to the new version, with particular attention to ensuring all data is accurately transferred and the new system is fully operational post-migration.

Ideal skills and experience include:
- Extensive knowledge and experience with Odoo, particularly versions 13 and 17.
- Strong data migration skills, with a focus on accuracy and attention to detail.
- Experience with the specific modules mentioned.
- Ability to troubleshoot and resolve any issues that may arise during the migration process.

Skills: Python, Software Architecture, ERP, MySQL, Database Administration

I'm looking for a Tally accounting software expert to help me update my financial statements for the last fiscal year. The specific data that needs to be included in the updated financial statements is primarily bank statements and Form 26AS reconciliation with tax computation.

Ideal skills and experiences for this job include:
- Proficiency in Tally accounting software
- Experience in preparing and updating financial statements
- Knowledge of tax computation and reconciliation processes
- Attention to detail to ensure accuracy in the financial data.

The project needs to be completed within 1 week.

Skills: Accounting, Excel, Finance, Intuit QuickBooks, Bookkeeping

SettleLiving.com has 2 great full-time opportunities, our company has been growing 2X every year for the last 8 years, our team is growing fast, (Last year we had a team of 10, now there are 20 of us) you will be part of the starting team. The position is full-time and will add on more responsibilities. We are looking for one person to work from 10 am to 4 pm EST (NYC time) and second person to work from 4:00 pm to 10 pm EST.

Our company works with landlords in New York City to lease 4 bedroom apartments, we furnish the apartments and rent them to qualified young professionals on flexible sub-lease terms. Your job is to help respond to incoming messages from leads in various real estate platforms (Spareroom.com, Roomiapp.com, Roomies.com, etc).

Our perfect leads are young men or women who are moving to New York seeking to find an apartment that already comes with furniture and roommates. Our ideal prospects either have monthly income, have family who help pay for their living expenses or prospects have 25k savings. The bedrooms are rented to only one person (no couples) and have no pets.

You duties will include the following:

- Pre-qualify prospects before scheduling them to see apartments in person. Need to find out if prospects have either a good job, have support from family, university / sponsor support or large savings in the bank.
- Inspecting prospect financial documents and prospect follow up including but not limited to entering prospect information into our CRM systems and expediting approval process preparation
- Scheduling appointments for the prospects to see apartments, messaging current residents who are moving out, find out current resident’s work schedule and connect prospect to current resident so they can see apartment
- Once a prospect is qualified we can then conduct video chats and send contracts.
- Answer all incoming messages / calls with Openphone.co, conduct outgoing sales messages / calls with Openphone.co.
- Oversee accuracy of prospect information in Airtable and Openphone.co
- Coordinating with platform managers who manage airbnb and other real estate platforms, to make sure they listing accurate advertisements and accurate calendar of availability.
- Coordinating with Customer service team if residents reach out with issues in the apartment


Work hours expectations:

- Looking for someone available 6 days a week (7 hours per day) and can work New York City hours (Eastern Time Zone) Ideally 10:00 am to 4:00 pm EST or 4:00 pm to 10:00 pm EST.
- Busiest time (EST / New York time) between 10 am to 1 pm, 5 pm to 8 pm
- Busiest days are Thursday, Friday, Saturday and Monday.
- Busiest days of the month from 20th to 3rd. 50% of sales in last 7 days of month

Requirements:

- Advanced level of English (oral and written)
- Ability to handle stressful situations appropriately
- Goal oriented mindset, you should set out concrete, time-specific goals, provide resources, and regularly touch base to evaluate progress
- Proactive not reactive, if you identify an issue within our sales process or sales team, such as a sales rep not hitting monthly sales targets or there is an issue in our data, you should put in place concrete steps to make sure this is resolved
- Switch gears quickly and take charge of the situations, nothing ever stays constant, some months the volume of leads could drop, but we need to be able to rent every single room with qualified residents or else we lose thousands
- Data is king, understand sales pipelines, sources of lead generation, close rates, and trends
- Recognize and alert management of trends in customer calls and messages
- Ability and determination to persevere, endure, struggle, fail, get back up, and hit long-term goals
- Achieve company objectives through effective planning, setting quota, analyzing performance data, and projecting future performance
- Must have a quiet space to work, free from distractions, a reliable computer / smartphone and quick internet connection.
- Manage (management start 3 - 6 months later) sales team performance, must have good analytical and communication skills, provide input to the team, communicate areas of responsibility clearly and hold people accountable. Communicate a vision, and really understand what's going to motivate everyone. Deeply understand our company’s offerings and coach team members to connect our services to customers needs.

SettleLiving Vision:

Create affordable housing and financial stability for new workers and students by helping big cities professionalize shared housing.

SettleLiving Mission:

SettleLiving mission is to accelerate big cities' transition to professional shared housing. SettleLiving believes the private sector can create cost-effective affordable housing without public subsidy, using the “assisted model”, a self organizing community as an operational model. SettleLiving will be the most lean and efficient co-living operator.

Skills: Customer Service, Online Chat Support, Sales, airbnb

Hello, I run a real estate business managing rental properties and fix-and-flip projects across the USA. We are looking for a detail-oriented bookkeeper to support our operations by maintaining accurate financial records, ensuring compliance, and providing actionable financial insights. Previous experience in accounting for real estate firms is a plus. A required skill is proficiency in Intuit Quickbooks and Excel, as this is the software that will be used for all accounting purposes. Additionally, must be good at analyzing bank statements.

Responsibilities:
Financial Management: Maintain accurate books for multiple entities, including income, expenses, and property-specific financials.
Bank Reconciliation: Reconcile bank accounts, credit cards, and loans across various accounts and entities.
Expense Tracking: Categorize and track expenses by project or property to ensure proper cost allocation.
Accounts Payable/Receivable: Record invoices, process payments, and follow up on outstanding balances.
Financial Reporting: Prepare monthly profit and loss statements, balance sheets, and cash flow reports specific to each property/project.
Budgeting Support: Assist in creating and monitoring budgets for fix-and-flip projects and rental properties.
Tax Readiness: Organize financial records for CPA use during tax preparation, ensuring all deductions and compliance requirements are met.
Compliance: Track and file business licenses, permits, and state-specific requirements for rental properties.
Communication: Regularly update the team on financial status and flag any discrepancies or potential concerns.

Please respond to this job posting if you are interested, and we can meet to discuss the details.

Skills: Data Entry, Bookkeeping, Balance Sheet, Accounting Basics, Financial Accounting, Bank Reconciliation, Accounting, Accounts Receivable, Accounts Payable

We are seeking an experienced accountant with a strong background in Australian tax law to assist our startup in submitting our business tax return and R&D tax grant application. As a pre-revenue company, it’s crucial to have someone knowledgeable about the specific requirements and deductions available for startups. The ideal candidate will have prior experience with similar applications and a thorough understanding of the Australian tax system. If you are detail-oriented and can navigate complex tax regulations, we would love to hear from you!

**Relevant Skills:**
- Australian Taxation
- Business Tax Returns
- R&D Tax Incentives
- Startup Financial Consulting
- Regulatory Compliance

Skills: Accounting, Tax Preparation, Bookkeeping, Financial Accounting, Intuit QuickBooks

We are seeking an experienced Accounting Operations Project Manager to lead our onshore tax preparation efforts. The ideal candidate will have a strong background in tax processes and project management. Responsibilities include overseeing tax preparation teams, ensuring compliance with tax regulations, and streamlining operations for efficiency. If you have a proven track record in managing tax projects and leading teams, we want to hear from you!

Skills: Accounting, Tax Preparation, Communication Skills, Bookkeeping, Tax Return

We have 2 great full-time opportunities, our company has been growing 2X every year for the last 8 years, our team is growing fast, (Last year we had a team of 10, now there are 20 of us) you will be part of the starting team. The position is full-time and will add on more responsibilities. We are looking for one person to work from 10 am to 4 pm EST (NYC time) and second person to work from 4:00 pm to 10 pm EST.

Our company works with landlords in New York City to lease 4 bedroom apartments, we furnish the apartments and rent them to qualified young professionals on flexible sub-lease terms. Your responsibilities will include helping respond to incoming messages and phone calls from current residents. Helping them resolve issues during their stay at our properties.

We are seeking an energetic Support Agent who will join our Support team. What you’ll do:

- Responding to incoming support ticket requests, complaints, and feedback
- Forwarding, assigning, and escalating requests/inquiries to relevant individuals and departments.
- Contacting members (SMS, phone calls and emails) to give them accurate feedback on the progress of their inquiries.
- Collaborate with the Sales team/Success team to handle issues with new & existing members
- Monitoring the customer satisfaction levels & gathering data upon move-out of a member
- Maintaining confidentiality of information
- Providing Excellent Customer service
- Performing other duties as the need arises.
- Coordinating with residents, contractors, vendors, cleaning team, management companies and landlords to ensure the proper resolution of maintenance issues.
- Maintaining database accuracy of available properties, residents move-in / move-out, website listings, move-out photos and delinquencies.
- Conducting payment collections and accounting reconciliation.

Qualifications:

- Fluent speaking & writing English
- Experience in Customer Service at least 1 year
- Experience in Hospitality, Real Estate or Property Management will be considered a plus
- Undergrad College Degree in Business, Communication, PR or related field suggested, or equivalent professional experience.

What you need to be successful:

- Disciplined, Systematic, Self-driven, Dedicated
- Ability to multitask and remain calm under pressure, be prepared to handle emergency situations
- Tech-savvy
- Self-motivated and comfortable working independently
- Customer service or customer relationship experience
- Exceptional verbal and written communication skills
- Ability to show empathy and to recognize clients’ emotions to guide your behavior and make good decisions
- Data is king, understand what items break often, what kind of conflicts occur and why, how we can protect ourselves better, save the company money on maintenance and time on conflict management, create additional content for tenants to avoid future issues, identify source of issues and trends
- Manage maintenance team performance, must have communication skills, provide input to the team, communicate areas of responsibility clearly and hold people accountable.
- Be able to communicate our company's vision (mission statement) to a customer if we run into a tough situation, and really understand what's going to motivate everyone to behave. Deeply understand our company’s offerings and be able to connect to our customers needs.
- Ability and determination to persevere, endure, struggle, fail, get back up, and hit long-term goals
- Patient and diligent; Accuracy, follow up, and follow-through is vital for this role
- Achieve company objectives through effective planning, setting quota, analyzing performance data, and projecting future performance

We will provide training videos, you will use airtable.com for CRM, Google sheets, Openphone for communications and various management portals to submit maintenance tickets.

The type of issues you will face:

- Managing residents expectations / responsibilities
- Lightbulbs and lamp issues
- Smoke and Carbon Monoxide detectors
- Electrical Issues
- Cleaning and Trash
- Theft of Packages
- Broken Appliance, Furniture or Essentials
- Plumbing
- Doors & Keys
- Pest Control
- Move-in / Move-out, connecting roommates for check-in
- Inspection of bedrooms
- Damage charges on move-out
- Heat or Air Conditioner issues
- Water issues
- Leaks
- Roommate conflicts
- Internet issues

SettleLiving Vision:

Create affordable housing and financial stability for new workers and students by helping big cities professionalize shared housing.

SettleLiving Mission:

Settle’s mission is to accelerate big cities' transition to professional shared housing. Settle believes the private sector can create cost-effective affordable housing without public subsidy, using the “assisted model”, a self organizing community as an operational model.

Skills: Customer Service, Customer Support, Phone Support, airbnb, Troubleshooting, Property Management

I need a Dynamics 365 expert to implement this powerful platform in my business, focusing specifically on the Finance and Operations side. The successful freelancer will help me set up and configure key functionalities, including financial reporting and analysis, inventory management, as well as procurement and sourcing.

Key Responsibilities:
- Implement Dynamics 365 focused on Finance, Operations, CRM and Human Resource
- Configure and set up financial reporting and analysis tools
- Set up inventory management system
- Configure procurement and sourcing functionalities

Ideal Skills and Experience:
- Proven experience with Dynamics 365 implementation
- Strong understanding of Finance and Operations
- Excellent configuration and setup skills
- Previous experience in financial reporting and analysis, inventory management, and procurement and sourcing
- Ability to deliver a standalone solution without the need for system integration.

The project should be completed within 1 month. The freelancer should also conduct partial training sessions for my staff. Include setup for CRM and Human Resources functionalities. This will include a basic setup for CRM and Human Resources functionalities without advanced customizations. The CRM and Human Resources functionalities will require an advanced setup with customizations.

Skills: ERP, Dynamics, Software Development, Dynamic 365

I'm based in London and urgently need professional assistance with a Swift message transfer (specifically MT103). I also require the setup of a business bank account under my name.

Ideal Skills and Experience:
- Expertise in Swift message transfers
- Experience in setting up business bank accounts
- Background in law and accounting
- Knowledge of the financial sector

I would appreciate prompt responses from qualified professionals.

The business bank account should be set up with Barclays. The project needs to be completed within a week. The business bank account must include online banking access. Assistance should be provided in-person to ensure all documents are properly handled.

Skills: Mobile App Development, iPhone, Objective C, iPad

Description:
We’re a RevOps consulting business that launched in May 2024, specializing in Salesforce and HubSpot solutions for clients across the U.S. We’re seeking an experienced tax professional to assist with filing our LLC Partnership taxes for the 2024 tax year and validate that we have all necessary paperwork in order.

WHO WE ARE:
Business Structure: LLC Partnership
Formation State: Texas
Additional Location: One partner resides in California
Business Operations: 100% online, no onsite work, clients nationwide
Current Tools: QuickBooks for bookkeeping
Transaction Volume: Fewer than 10 customer invoices per month (currently minimal traffic, expected to grow)

WHO YOU ARE:
Expertise in filing taxes for LLC Partnerships
Knowledge of state-specific tax implications (Texas and California)
Ability to review and validate that all paperwork and filings are compliant
(Optional) Open to providing bookkeeping services in 2025

Budget: We are open to both tax services and bookkeeping for next year. We are looking in the range of $40-$80/hour, but depends on the candidate and service.

If you’re detail-oriented, experienced in LLC tax filings, and confident navigating Texas and California tax considerations, we’d love to hear from you!

Skills: Tax Preparation, Accounting, Tax Planning & Advisory

We are seeking an experienced bookkeeper to join our team at an AWS consulting partner. The ideal candidate will have a strong understanding of bookkeeping principles and experience working with cloud-based financial systems. You will be responsible for managing financial records, reconciling accounts, and ensuring compliance with relevant regulations. Strong communication skills and attention to detail are essential. If you are organized, proactive, and have a passion for numbers, we would love to hear from you!

Skills: Microsoft Excel, Amazon Web Services, Intuit QuickBooks, Bookkeeping

Job Description:
I'm seeking an experienced QuickBooks expert for a short-term project. This role involves a 2–3 hour Zoom session to assist in setting up QuickBooks, connecting bank accounts, and managing multiple LLCs. Additionally, you will provide a concise, easy-to-understand training on QuickBooks functionalities. This project may lead to future opportunities depending on the outcome.

Responsibilities:
Set up QuickBooks for a seamless start.
Connect and synchronize multiple bank accounts.
Organize multiple LLCs within QuickBooks.
Offer step-by-step guidance on using QuickBooks efficiently.

Requirements:
Extensive experience with QuickBooks setup and management.
Knowledge of handling multiple business accounts and LLCs.
Strong communication skills for effective training.
Availability for a 2–3 hour Zoom session.

Details:
Location: Remote (via Zoom)
Duration: Short-term (2–3 hours)
Future work possible based on the session's success.

Skills: Intuit QuickBooks, Microsoft Excel, Accounting

We are seeking a skilled financial analyst to assist us in building comprehensive financial projections, including a Profit & Loss statement and cash flow analysis. The ideal candidate will also help with expense tracking, funding requirements, investor returns and developing an effective exit strategy. This project is crucial for our business planning, and we need someone with expertise in financial modeling and analysis to ensure accurate and insightful projections.

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

We are seeking an experienced QuickBooks Online specialist to assist in wrapping up our accounts for a recently closed business. The selected freelancer will be responsible for finalizing all transactions, ensuring accurate reporting, and providing a comprehensive summary of the financials. Attention to detail and proficiency in QuickBooks Online are essential for this task to ensure compliance and accuracy. If you have a strong background in bookkeeping and can handle the nuances of closing accounts, we want to hear from you!

Skills: Data Entry, Bookkeeping, Balance Sheet, Intuit QuickBooks

We are seeking an experienced enrolled agent to assist with the preparation and filing of taxes for our small business. The ideal candidate will have a strong understanding of small business tax regulations and be able to provide expert advice to ensure compliance.
Our business requires someone who can ensure full compliance and identify every opportunity for strategic tax planning and cost savings. If you’re a detail-oriented CPA with a proven track record in tax strategy and a commitment to maximizing legally available tax benefits, we’d love to work with you.

Key Responsibilities:
• Tax Preparation & Filing: Prepare and file business and personal tax returns, ensuring accuracy and compliance.
• Regulatory Compliance: Manage Beneficial Ownership Information (BOI) filings and remain updated on all relevant state and federal regulations.
• Strategic Tax Planning: Develop detailed tax strategies to minimize tax liability and provide guidance on long-term tax planning.
• Regulation Alignment: Ensure all tax filings meet federal and the state of Colorado requirements.

Qualifications:
• CPA Certification: Active CPA with deep knowledge of US federal and Colorado tax laws.
• Experience in Relevant Sectors: Proven experience with eCommerce and short-term rentals small businesses.
• Track Record of Success: Demonstrated history of assertive tax planning and legally sound advice, emphasizing maximizing compliance and reducing liability.
• Communication & Responsiveness: Exceptional communication skills committed to timely responses and clear, actionable insights.
• Proactive and Strategic: Ability to anticipate potential compliance issues and propose tax-saving opportunities confidently and assertively.

Skills: Accounting, Intuit QuickBooks

I have 6 strategies already in Amibroker. I would like to run them as an ETF rotation strategy. It starts for looking for a buy signal: long SPY, if no buy signal test short SPY, if no buy signal then try long bonds, if no buy signal then try short bonds, if no buy signal then try gold, if no buy signal gold, then try bitcoin. All equity is committed with a positive buy signal. It then repeats for a sell signal.

Skills: Financial Modeling, Quantitative Analysis, AmiBroker Formula Language, Investment Research, Python

I am a full-time freelancer on Upwork. I changed my tax ID to my LLC in Texas at the beginning of the year.

I don't have too many transactions, but I need someone to be able to not only prepare and post the taxes but also review Upwork payouts, fees, and such.

You should also be able to review bank statements, credit card statements, and Stripe for write-offs.

I also purchased domains and emails for clients then had them pay me back on Upwork.

Skills: Bookkeeping

Experienced Strategy Consultant needed for investor pitch deck and financial projections.

Skills: Pitchbook

**Hey, You!**
Yes, *you*—the one scrolling through job ads hoping for a little humor and a lot less corporate jargon. Well, congrats, you found us.

Here’s the deal:
We’re starting up some businesses (yes, plural—because we like a challenge). While the money isn’t exactly rolling in yet, we promise to keep the workload light and the expectations realistic until we strike gold.

We’re experienced small business owners, but now we need a fearless partner-in-crime. Someone who thrives in chaos, can juggle a million little tasks with minimal direction, and isn’t afraid to speak up when they need something (like coffee...or sanity). Bonus points if you have an eye for design or know your way around artistic stuff.

**Stuff We Use (And Can Teach You):**
- Wave Accounting
- Google Docs
- Office 365 Suite
- Exchange Mail
- Asana
- A mishmash of chat apps (because why keep it simple?)

You don’t need to be an expert—just willing to learn and laugh along the way.

So, if you’re looking for a gig that’s a little quirky, a little chaotic, but has the potential to grow with us, drop us a line. Let’s make some magic (and money) together.

**P.S.** We’re serious about wanting to hear from you. Don’t ghost us. 😜

Skills: managing contractors, , web research , web gui

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

Please see the GitHub issue for full details: github.com/Expensify/App/issues/53838

Your Proposal:

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

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

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

We are seeking an experienced professional to assist in developing a comprehensive investment package. The package will be similar to a real estate investment package. This package will include detailed financial projections, market analysis, and strategic plans to attract potential investors. The ideal candidate should have a solid understanding of investment principles and excellent communication skills to present information clearly and effectively. If you have experience in creating investment materials and a keen eye for detail, we would love to hear from you. We have all the data and copy, just need someone to lay it out so it is cohesive and graphically sound

Skills: Graphic Design, Adobe Illustrator, Microsoft Excel, Adobe Photoshop, Logo Design, Finance, Financial Analysis

I'm looking for an Excel template that can comprehensively record and track class-wise fees. The template needs to encapsulate the following aspects:

- Fee Receival Details: The template should allow me to log the date and mode of payment (cash or online), the amount and balance, as well as class and student information for each fee received.
- Expense Tracking: It should also track our expenses, including supplies and materials, salaries and wages, as well as maintenance and utilities.
- Pending Fees: The template needs to show pending fees month-wise and class-wise.
- Master Sheet: The master sheet should provide an overall report, class-wise dues, and breakdowns for total dues and total paid, as well as payments made via cash and online.

Ideal skills for this project include proficiency in Microsoft Excel, experience in creating templates for financial tracking, and a good understanding of educational institution's fee and expense structures. The freelancer should be able to deliver a user-friendly, organized, and comprehensive template that meets all of my requirements.

The Excel template needs to be completed within 1 week. Please include bar charts to visualize expenses by category. Include filter options for date range. Include automated summary reports for quick insights.

Skills: Visual Basic, Data Processing, Data Entry, Excel, Microsoft Office

I'm looking for a romanian accountant to regularize my tax situation : review my tax fillings for Q3 and Q4 2024 and, if necessary, complete them, as well as handle the annual closing (financial statements).

Skills: Tax Preparation, Accounting

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

Please see the GitHub issue for full details: github.com/Expensify/App/issues/53697

Your Proposal:

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

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

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

We are seeking a skilled sales representative with a some familiarity in business and finance. The ideal candidate will have excellent communication skills and a clear, neutral accent, as they will be responsible for cold calling potential clients and setting up appointments. You should be comfortable with making numerous calls daily and have the ability to engage effectively with prospects. If you are driven, confident, and have a passion for sales, we would love to hear from you! There is also a strong opportunity to make commissions, and have this transform into a hybrid financial underwriter/account manager type role. This can be far more lucrative than the hourly rate.

Skills: Cold Calling, Sales, Scheduling, Telemarketing, Lead Generation