Best freelance Microsoft Excel jobs

We need a detail-oriented customer service and procurement specialist to conduct market research on general products. Identify top qualified vendors, issue/manage Request for Quotes (RFQs), and compile a structured comparison report. Key Responsibilities: Market Research: Identify suppliers/vendors meeting our technical and geographic criteria.


RFQ Management: Prepare RFQs package based on our specs and reach out to selected vendors to collect pricing, MOQ (minimum order quantity), lead times, and details. Analysis Report: Synthesize data into a clean Google Sheets/Excel matrix + executive summary, work progress, and PDF/doc.

We are an early-stage technology startup preparing for our first outside fundraise. I have built a comprehensive financial model in Excel and have already put it through multiple rounds of review using both ChatGPT and Claude.

At this point, I continue to find small errors and inconsistencies, and I would like an experienced human financial modeling expert to perform a final, independent review before we begin sharing the model externally.

**This is not a model-building project.** The model is already built. I am looking for someone to audit the existing workbook, trace formulas and relationships between tabs, identify errors or inconsistencies, and flag anything that does not make financial or modeling sense.

The workbook contains approximately 30 tabs, including:

• Summary and Tear Sheet
• Scenario Setup and Assumptions
• Cash Flow and Runway
• Income Statement (P&L) and Balance Sheet
• Revenue Scenarios and Revenue Waterfall
• Cohort Waterfall
• ARR/MRR Bridge
• LTV, CAC and Payback
• KPIs
• Operating Expenses and Headcount
• Funding Schedule and Use of Funds
• Cap Table Mechanics, Ownership and Summary
• Valuation and DCF
• IRR/MOIC
• Comps, Sources and Benchmarks
• Supporting schedules and quarterly views

**Scope of review**

I would like you to:

• Audit formulas, references and calculations for errors
• Trace key calculations across tabs and confirm that everything flows correctly
• Check for broken links, inconsistent formulas, unintended hardcodes or double counting
• Verify that the P&L, balance sheet, cash flow, burn and runway calculations are internally consistent
• Review revenue, user growth, ARR/MRR, LTV/CAC and other KPI calculations
• Review headcount and operating expense calculations
• Review funding, dilution and cap table mechanics
• Review valuation, DCF, IRR and MOIC calculations
• Test scenario functionality
• Flag anything that appears inconsistent, unusual or likely to raise questions from an investor

I am not looking for someone to rethink the business strategy or rebuild the model from scratch. The primary goal is to make sure **the math works, the model ties together correctly, and there are no small errors hiding in the workbook.**

At completion, I would like the corrected model plus a brief summary of what was found and changed, along with any items you believe I should revisit.

**Experience**

I am specifically looking for someone with strong financial modeling experience. Experience reviewing models for venture-backed startups, startup FP&A, investment banking, venture capital, private equity, or startup CFO work is preferred.

Please include a brief description of your experience building or auditing complex startup financial models. I am looking for financial modeling expertise rather than general bookkeeping experience.

**Confidentiality / NDA**

The workbook contains confidential company information, including financial projections, fundraising assumptions, valuation information, ownership/cap table information and operating plans.

**The selected freelancer will be required to sign an NDA before the financial model is provided.** Please only apply if you are comfortable signing an NDA and maintaining strict confidentiality regarding all information contained in the workbook.

This is a one-time project and the model is already substantially complete. I am looking for a careful, experienced second set of human eyes before we consider it final.

We are seeking a tech-savvy Business Development & Operations Specialist to help scale a growing commercial IT infrastructure, low-voltage cabling, AV, security, and POS contractor across the Mid-Atlantic (DMV, Richmond, Hampton Roads). In this role, you will drive B2B lead generation, research commercial expansion opportunities, execute general contractor/property manager preferred vendor applications, and streamline daily operational workflows. Proven hands-on proficiency with Jobber (scheduling, quoting, job tracking), advanced Excel/Google Sheets (financial metrics and pipeline tracking), and modern AI research/agent tools (automated outreach and market research) is strictly required, alongside prior experience in B2B commercial contracting or IT infrastructure environments.

We are seeking a high-performing, results-focused Sales Manager to join our dynamic team. The ideal candidate will have a successful background in sales training, measurement, and management, as well as a strong proficiency in leveraging technology to optimize sales processes. The Sales Manager will recruit, train, and manage a sales team, develop and deploy sales strategies, and obsessively track metrics and measurements to maximize ROI.

Key Responsibilities:
- Develop and manage the sales process and individual sales representatives to achieve monthly targets through effective prospecting, outreach, account management, and closing.
- Establish and monitor sales metrics and key performance indicators (KPI’s) that drive business growth.
- Set and refine monthly sales targets and create compensation plans that reward meeting and exceeding those targets.
- Collaborate with the marketing team to drive lead generation through campaigns, tradeshows, and webinars.
- Utilize our CRM (Lawmatics), Sharepoint, Microsoft apps, Calendly, and Excel to monitor, report, and improve team performance.
- Observe and participate in day-to-day sales calls, providing continuous improvement feedback to the sales reps.
- Lead and inspire the sales team for unique sales opportunities.
- Foster a positive team spirit and proactively assist team members to achieve their goals.
- Conduct consultative sales calls to illustrate the value and benefits of our services.
- Recruit, train, and retain new client engagement team members.
- Drive and lead weekly sales review meetings.
- Maintain timely updates in the CRM system with details of all interactions with prospects and clients.
- Stay current with industry trends, legal industry information, and bar rules.

Qualifications:
- Entrepreneurial mindset with a strong interest in consultative solutions selling.
- Proven track record in recruiting, training, measuring, and managing a successful sales team in a relationship-building selling environment.
- Demonstrated success in lead generation, prospecting, contract negotiation, and closing customers.
- Experience with CRM (Lawmatics), Sharepoint, Microsoft apps, Excel, and advanced reporting.
- Independent self-starter with excellent problem-solving and analytical skills.
- Proactive, can-do attitude with great follow-through, resourcefulness, and attention to detail.
- Motivational leader and metrics-driven decision maker with intimate knowledge of the sales funnel.
- Strong communication and interpersonal skills with the ability to be personable yet persistent.
- Knowledge of the legal industry is a plus.
- Real-life experience and overcoming major obstacles are valued.

Benefits:
- Competitive salary and performance-based bonus structure

How to Apply: If you are a motivated leader with a passion for sales and a proven track record of success, we would love to hear from you. Please submit your resume and a cover letter detailing your relevant experience and why you would be a great fit for our team.

Join Ackah Business Immigration Law and be part of a team that values excellence, innovation, and growth!

SOBRE CREATIVE ERA DESIGN
Creative ERA Design es una firma de consultoría con sede en California que ayuda a pequeñas empresas a operar y crecer con
servicios de contabilidad, marketing, diseño gráfico y desarrollo de software. Nuestro equipo remoto trabaja desde toda
Latinoamérica y estamos creciendo.

EL PUESTO
Buscamos un/a Asociado/a de Finanzas y Contabilidad de tiempo completo para mantener al día la contabilidad de Creative ERA
y de nuestros clientes (pequeñas empresas). Registrarás y conciliarás transacciones, mantendrás organizados los archivos
financieros y convertirás los números en reportes claros. Este puesto no requiere inglés.

LO QUE HARÁS
• Clasificar transacciones y mantener al día la contabilidad de los clientes
• Conciliar cuentas bancarias y de tarjetas de crédito cada mes
• Procesar facturas, cuentas por pagar y recibos; dar seguimiento a documentos faltantes
• Crear y mantener controles en Excel / Google Sheets y reportes financieros sencillos
• Apoyar el cierre de mes y el seguimiento de nómina
• Detectar discrepancias y proponer mejoras a los procesos

LO QUE BUSCAMOS
• Experiencia en contabilidad o bookkeeping (profesional o académica)
• Buen manejo de Excel o Google Sheets: fórmulas, funciones de búsqueda (BUSCARV/XLOOKUP), tablas dinámicas
• Manejo de Microsoft Office o Google Workspace
• Persona organizada, detallista y cumplida con los plazos
• Capacidad de aprender rápido las herramientas que usamos

DESEABLE
• Experiencia con QuickBooks Online (un plus, no es requisito)
• Título o estudios en contabilidad, finanzas o administración

CÓMO TRABAJAMOS
• Tiempo completo y tu prioridad. Este debe ser tu compromiso principal; no podemos considerar candidatos con otros trabajos
de tiempo completo o medio tiempo.
• Contrato por hora en Upwork. Las horas se registran en Upwork. Tarifa inicial de $5–$6 USD/hora, con revisión de tarifa al
día 30 y al día 90.
• Remoto, con reuniones periódicas con el equipo. Nuestras llamadas y la comunicación diaria pueden ser en español.

HABILIDADES EN UPWORK
Bookkeeping · Accounting · Microsoft Excel · Google Sheets · Bank Reconciliation · QuickBooks Online · Financial Reporting · Data. Entry

CÓMO POSTULARTE*****
Envía una propuesta breve en español o inglés. Empieza tu propuesta con la palabra “ERA” para que sepamos que leíste la
publicación completa y responde estas preguntas:
1. Describe tu experiencia en contabilidad y las herramientas que usaste.
2. Califica tu nivel de Excel del 1 al 10 y da un ejemplo de algo que hayas creado.
3. ¿Puedes comprometerte con este puesto a tiempo completo, como tu único trabajo, empezando de inmediato? ¿Cuál es tu
fecha de inicio más cercana?

HOW TO APPLY
Send a short proposal in English or Spanish. Start it with the word “ERA” so we know you read the full post, and answer these
questions:
1. Describe your bookkeeping or accounting experience and the tools you used.
2. Rate your Excel skills from 1 to 10 and give one example of something you built.
3. Can you commit to this role full-time, as your only job, starting immediately? What is your earliest start date?

We are looking for a B2B Lead Generation Specialist to find targeted prospects and conduct cold outreach using LinkedIn Sales Navigator.
Responsibilities:
Find and research qualified B2B prospects
Identify relevant decision-makers
Build accurate lead lists
Send personalized LinkedIn outreach and follow-ups
Maintain lead data in Excel or Google Sheets
Requirements:
Experience with B2B Lead Generation
Strong knowledge of LinkedIn Sales Navigator
Experience with LinkedIn cold outreach
Familiarity with Apollo, ZoomInfo, or similar tools
Good communication and research skills
Please share your relevant experience, tools you use, and Fix price.

$350
Opportunity for ongoing work
Timeframe 1 week

Current Zoho Setup
Another developer has already started setting up Zoho CRM for Venus Egg Donation. Some information has been entered, and several modules and fields have been created.
However, the system is not yet complete or organized in a way that is easy for me to use.
I am looking for someone who can review the existing work and build upon what has already been completed. I do not want to start over unnecessarily.
The priority is to create a visually organized dashboard and a fully functional CRM that I can confidently manage without previous Zoho experience.


Will add previous listing of requirements below.


Though there is a lot of writing I have other CRM available which would basically be the same and copy / paste



Medical documents and donor photos should be stored in WorkDrive. I do not want Enterprise or Creator added unless developer identifies a specific requirement that cannot be handled with this setup and explains why.

Each donor should have one permanent donor record. Intended Parents should have their own case record. A Match record should connect the donor to the Intended Parent case. A Cycle record should sit under the Match.

I would also like a Clinics module included in Phase 1. I am currently having the clinic database built separately in Excel. Once that is complete, I want it imported into Zoho. The parent-facing clinic search can be added later.

Information that may contain PHI, This includes medical history, medications, fertility testing, genetic information, and medical clearance information. Since I am currently the only CRM user, I do not need separate internal staff restrictions at this stage. The system should still be structured so permissions can be added later when coordinators are added.

For Phase 1, I want the internal CRM completed first. This should include the main records, case stages, document structure, task system, essential automations, dashboard, clinic module, and operational payment tracking.

I do not need payment processing set up in Phase 1. I only need the CRM to track payment status. The system should be structured so Venus can add online agency fee payments later. I also do not need portals, advanced Framer integration, or a custom application in Phase 1.

The workflow stages and automation examples were already included in the requirements I provided. I want the first version to remain simple rather than heavily automated.

The CRM should also be structured so Framer forms can connect later and additional coordinators can be added with appropriate permissions.

With these decisions provided, I would prefer to have your Zoho developer review them for feasibility and then provide the Phase 1 implementation scope and fixed-price quote.

If there is a specific Zoho limitation or technical conflict after that review, I am happy to address it.

Needed : someone who can take the requirements below and create a clean system that is easy to use every day.

The CRM should manage donors, intended parents, matches, active cycles, providers, tasks, documents, and case progress.

Main Goal

Zoho to become the central operating system for Venus.

able to open the CRM and immediately see:

* new donor applications
* new intended parent inquiries
* donors currently being screened
* approved donors available for matching
* intended parents reviewing donors
* active matches
* active cycles
* what has been completed
* what needs to happen next
* upcoming appointments
* missing documents
* overdue tasks
* coordinator notes

Not looking to rely on separate spreadsheets to understand where a case stands.

Donor Management

(dedicated donor module)

Each donor record should include:

* full name
* email
* phone
* date of birth
* location
* state
* country
* availability
* passport status
* willingness to travel
* requested compensation
* previous donor status
* number of previous retrievals
* eye color
* hair color
* ancestry
* height
* blood type
* AMH
* current medications
* medical history summary
* family medical history summary
* previous fertility screening
* genetic testing status
* psychological evaluation status
* photo completion status
* About Me
* hobbies and interests
* Why I Want to Donate
* Message to Intended Parents

Ancestry should allow multiple selections.

I also need document uploads and medical records connected to the donor record.

The system should also support multiple donor photos.

This is important because donor profiles will eventually include several photos for intended parents to review.

CRM to support:

* uploading multiple photos per donor
* viewing those photos easily from the donor record
* identifying a primary/profile photo
* keeping photos connected to the correct donor
* adding more photos later
* supporting future website or donor-database integration

If Zoho CRM is not the best place to store the actual image files, please recommend the cleanest Zoho-compatible solution while keeping the photos accessible from the donor record.


Donor Pipeline

Suggested stages:

Application Received → Reviewing → Follow-Up Needed → Screening → Approved → Available → Reserved → Matched → Cycle in Progress → Retrieval Complete → Closed

open to a cleaner structure if you recommend one.

The current stage should always be easy to see.



Intended Parent Management

need a separate intended parent module.

Fields should include:

* name
* partner name if applicable
* email
* phone
* location
* country
* preferred communication method
* target timeline
* clinic
* clinic location
* attorney
* fresh donation cycles only
* donor preferences
* preferred donor characteristics
* budget information where appropriate
* surrogacy status if applicable
* notes
* assigned coordinator
* uploaded documents

Intended Parent Pipeline:

New Inquiry → Contacted → Consultation → Reviewing Donors → Donor Selected → Match in Progress → Agreements & Funding → Active Cycle → Retrieval Complete → Closed

open to improvements if there is a better structure.


Matching System

This is one of the most important parts of the CRM.

need to connect a specific donor with a specific intended parent case.

Once matched, I want one central case record showing:

* donor
* intended parent
* date matched
* donor compensation
* agency fee
* clinic
* attorney
* cycle type
* screening status
* agreement status
* escrow status
* travel status
* medication stage
* retrieval date
* cycle status
* coordinator notes
* upcoming tasks

do not want to search across separate records to understand one case.


Active Cycle Management

Once a donor is matched, I need to track the full cycle.

Before screening:

* donor selected
* donor reserved
* records received
* psychological evaluation
* genetic screening
* clinic records transfer
* screening appointment

Medical stage:

* initial ultrasound
* bloodwork
* medical clearance
* additional testing
* medication start
* monitoring appointments
* trigger instructions
* retrieval date

After retrieval:

* retrieval completed
* eggs retrieved
* fertilization information if provided
* embryology updates
* donor compensation
* travel reimbursement
* final case completion

Every cycle will not be identical, so the system needs to remain flexible.

Tasks and Next Steps

This is very important.

Every donor, intended parent, match, and cycle should clearly show:

Completed
Next Step
Outstanding

Examples:

* request medical records
* schedule psychological evaluation
* send donor profile
* confirm clinic screening
* follow up with attorney
* confirm escrow funding
* arrange travel
* confirm medication start
* confirm retrieval date

Tasks should have due dates.

Overdue items should be easy to identify.

Workflow Automation

I want practical automation where it makes sense.

Examples:

* when a donor moves to Psychological Evaluation, create the related task
* when a donor moves to Medical Screening, create a follow-up task
* when a match becomes active, create the standard case checklist
* when a retrieval date is entered, create the relevant follow-up tasks

I do not want excessive automation that makes the CRM difficult to maintain.

Notes

Every important record should have a simple dated notes area.

Examples:

“Clinic confirmed records received.”

“Donor available after October 15.”

“Intended parents requested additional genetic information.”

Notes should be easy to review later.

Appointments

I need to track appointments connected to cases.

Examples:

* consultations
* psychological evaluations
* genetic consultations
* medical screening
* monitoring appointments
* attorney meetings
* retrieval

Appointments should connect to the relevant donor or case.

Document Tracking

I need status tracking for important documents.

Examples:

* donor application
* identification
* passport
* medical records
* genetic results
* psychological evaluation
* clinic clearance
* agreements
* releases
* insurance documents

Statuses can be:

Not Requested / Requested / Received / Complete

Medical Records Tracking

I need fields for:

* records requested from
* date requested
* authorization received
* date authorization sent
* date records received
* notes

Attorney Tracking

Each case may involve attorneys.

Track:

* attorney
* firm
* email
* phone
* agreement sent
* agreement drafted
* donor review
* intended parent review
* final signatures
* completion date

Escrow and Payment Tracking

I do not need full accounting inside Zoho.

I need operational tracking for:

* agency fee due
* agency fee paid
* donor compensation
* escrow established
* escrow funded
* travel funds
* reimbursements
* final donor payment

The system should use simple statuses.

I also want the CRM structured so Venus can later accept its own agency fees online through a payment gateway if needed.

Clinic Database

I need a clinic database.

Fields should include:

* clinic name
* location
* contact information
* website
* doctor information
* fresh donor cycles
* frozen donor cycles
* donor screening requirements
* genetic testing requirements
* psychological evaluation requirements
* willingness to work with traveling donors
* willingness to work with international cases
* notes

Cases should connect to the appropriate clinic.

Provider Database

I need a simple provider database for:

* attorneys
* psychological evaluators
* genetic testing providers
* insurance contacts
* escrow companies
* travel providers

Dashboard

I want a useful operations dashboard.

It should show:

* new donor applications
* donors awaiting review
* donors being screened
* available donors
* reserved donors
* active matches
* active cycles
* upcoming retrievals
* new intended parent inquiries
* intended parents reviewing donors
* outstanding tasks
* overdue tasks

I do not need decorative charts that provide no operational value.

Search and Filters

I need to filter donors quickly by:

* availability
* location
* willingness to travel
* ancestry
* eye color
* hair color
* compensation
* AMH
* previous donor
* approval status
* available for matching

I also need useful filters for intended parents and active cases.

Website Integration

The Venus website is being built in Framer.

The website is not ready for full CRM integration yet, but the CRM should be structured correctly for it.

Eventually:

Donor Application → Zoho donor record

Intended Parent Inquiry → Zoho intended parent record

Request Donor Database → intended parent lead

CRM website integration does not need to be completed unless separately agreed.

The structure simply needs to support it later.

Email

I want records structured so email communication can later connect to the correct donor, intended parent, or case.

I do not need a complicated email marketing system as part of this project.

User Access

The CRM is mainly for internal Venus operations.

I need an Admin level with full access.

The structure should also support adding coordinators later with more limited permissions.

Future Portals

Venus may eventually have separate portals for donors and intended parents.

Those portals may eventually show:

* completed steps
* next steps
* appointments
* requests
* coordinator updates

I am not asking for the portals to be built in this project.

The CRM structure should simply not make them difficult to add later.

Ease of Use

This is extremely important.

I do not want hundreds of unnecessary fields.

The finished CRM should be:

* clean
* easy to understand
* easy to update
* visually organized
* simple to maintain

I should not need a Zoho consultant every time I want to make a small change.

Handoff

When the project is finished, I need a simple walkthrough.

Please show me:

* how to add a donor
* how to add an intended parent
* how to create a match
* how to move a case through stages
* how to update tasks
* how to add documents
* how to edit dropdown options
* how to add another user
* how the automations work

A short recorded walkthrough is preferred.

Before Building

Please review the full requirements first.

Before building everything, I want to know:

* which modules you plan to create
* which pipelines you recommend
* which automations you recommend
* whether any requirement needs another Zoho product or paid feature

Do not purchase or activate additional Zoho products without my approval.

What I Do Not Want

I do not want:

* a generic sales CRM template
* unnecessary complexity
* duplicate records everywhere
* dozens of useless fields
* complicated automation that is difficult to maintain
* a system that needs to be rebuilt later because the structure was poorly planned

This CRM needs to reflect an egg donation agency workflow.

Deliverables

The completed project should include:

* configured Zoho CRM
* donor database
* intended parent database
* match and case management
* cycle management
* pipelines
* custom fields
* task system
* workflow automation
* document tracking
* clinic database
* provider database
* operational payment tracking
* dashboard
* useful filtered views
* user permissions
* testing
* handoff walkthrough

Budget and Timeline

Fixed Price: $400

Estimated Completion: 7–10 Calendar Days

Please only apply if you can complete the full scope within the fixed $400 budget and within approximately 7–10 calendar days.

Ideal Freelancer

I am looking for someone with strong experience building custom Zoho CRM systems.

Experience with healthcare, fertility, case management, medical coordination, or other workflow-heavy businesses would be helpful.

Please include examples of custom Zoho CRM systems you have built.

I care more about the quality of the CRM architecture than about making the system unnecessarily complicated.

We have around 1000 images of calendars. Few things have to be done with these images:
1. Add a white spiral image on top.
2. Add a salmon background no #f4d5b4 to the image
3. Save the image as a .webp image on 50% compression, size 1400 x 1400 pixels

All calendar images as they should be, but with a white background, you can see at:
https://www.kalpa.nl/collections/kalenders-n
We need these instead with a salmon background.

The original images you can download at:
https://web.tresorit.com/l/vM49V#Mc2GUx_twu2DT2UYbcVlcQ

Most calendars have a spiral on top. The .eps spirals you can use you can find in the folder "spiral eps".
Inthe spreadsheet on tabsheet Spirals in column B we specify how many spirals we need on top of each calendar.

We also need 29 combination images with salmon background. These are specified on the Excel tabsheet "Combination images".

This job can be done with automatisation in Photoshop, or a Claude generated routine with Pascal. So most work is the setting up of the automation.

1. Label all the values in the command, refer to the example attached.

2. Choose one state from the following for each command:
UNKNOWN: initial state,
READBACK_OK: if no readback is missing and the pilot does not wait for an answer to a request,
PILOT_REPORTING: pilot’s utterance just contains reports and the previous state was UNKNOWN or READBACK_OK,
EXPECTING_READBACK: ATCo issued one or more commands, which require a pilot readback,
READBACK_ERROR: pilot readback is available, but is wrong,
MISSING_READBACK: following the EXPECTING_READBACK state, when no readback is given after a certain time or when a readback is not complete,
CORRECTED_READBACK: ATCo detected a READBACK_ERROR or MISSING_READBACK and corrects or repeats the commands again,
HEARBACK_ERROR_FROM_RB_ERROR: ATCo does not react to a readback error or does not fully react,
HEARBACK_ERROR_FROM_MISS_RB: ATCo does not react to a missing pilot readback,
EXPECT_REQUEST_ANSWER: pilot requested something and then expects a reaction from ATCo,
MISSING_REQUEST_ANSWER: the ATCo does not answer to the pilot request in a given time.

3. Label 100 sentences as a batch

4. Deliverable will be an excel file

Preference: Someone with a bookkeeping business so I have a point of contact at a registered U.S. business. Especially someone with a.i. skills to efficiently meet the price I'm seeking.

Twice per year:
$100 Milestone July 2027.
$100 January 2028.
Mid-year bookkeeping and year-end bookkeeping. Recurring easy client.

Term:
We'll have the option to renew annually.

A.I.
You may absolutely use A.I. but must protect my personal and financial data, and demonstrate how you'll safeguard that. You must explain how you're spot-checking A.I. accuracy for my particular business, and describe what you review yourself.

My current bookkeeper ends 12/31/2026. I'd like to select a great partner to start 2027 together.

Business:
My LLC is simple and invests in tax certificates in Florida and New York. I've attached an explanation of my simple business. I barely average 10 transactions per month.

Xero
I'd like to end my xero account. Advise whether my business is simple enough that you can manage the bookkeeping and generate financial reports without xero. Let me know if this is feasible.

Deliverable:
1. Mid-year financial statements by July 15: Balance Sheet, P&L, General Ledger Statement
2. Year end financial statements by Jan 15: Balance Sheet, P&L, General Ledger Statement. Available to answer basic questions from my CPA (if any- usually aren't any major).

I'll provide needed information and files in batches twice per year (6 month batches). I provide an excel of my banking transactions, I add notes explaining each (if needed), and I attach a supporting file for each transaction.

***BONUS*** Please consider this extra deliverable.
I'd be willing to pay an additional $150/year for this additional service. If you're able to build it with a.i. I'd alternatively be interested to buy the a.i. app (or solution) from you for a 1-time price.
Scope: A similar bookkeeping need I have is to track performance at the individual certificate level.
I do this personally today (not my bookkeeper).
See attachments titled "bonus."

BONUS Desired state: Beyond you updating my books, when I send you source files (like the attached example redemption) you update my records at the Certificate level. See full example in attached "tax certificate return tracker" which is what I keep manually updated today. You'd keep this updated as the certificate moves through its cycle (see "tax cert business explained"). Then annually you'd generate a Portfolio Analysis for me (see example "Portfolio Analysis.").

I'm easy to work with and always very appreciative of my partners. I hope we get the chance to work together and I look forward to learning more about you. Thank you for taking the time to respond with a proposal.

Real Hong Kong SMS data collection on 100 SMS
Provide an excel file in three columns, containing (1) sender's phone numbers (if any), (2) receival time of the SMS and (3) SMS messages
Provide (4) screenshots for each SMS, showing the SMS, the sender's phone number (if any) and the receival time
Both normal and phishing SMS are accepted, please refer to the sample for details
If the message contents are identical or very similar, it will only be counted as one message

Finish My Missed-Call SMS Receptionist System — Twilio + Make + OpenAI

I’m looking for an experienced Twilio + Make.com + OpenAI automation developer to finish an existing system for my business, SMS Back.

This is not a project that needs to be built from scratch. Most of the system is already built, but I need someone experienced to troubleshoot the remaining issues, connect everything properly, and get the full workflow working reliably.

What the system does

The basic customer flow is:

1. A customer calls a business.
2. If the business doesn’t answer, the call goes into an IVR.
3. The caller hears a message explaining that they can continue by text.
4. Press 1: opt in to text with the automated receptionist.
5. Press 2: leave a voicemail.
6. If they choose text, they immediately receive an SMS.
7. The SMS receptionist answers questions about the business, including services, pricing, hours, and appointments.
8. The AI uses business-specific information stored in my database.
9. The system keeps the conversation associated with the correct business/receptionist/customer.

Customers who directly text the Twilio number should also enter the same SMS receptionist flow.

Current stack

* Twilio
* Twilio Studio
* Make.com
* OpenAI
* Microsoft Excel
* NocoDB
* Tally
* Stripe

What I need you to do

I need you to:

* Review the existing Twilio Studio flow.
* Review the existing Make scenarios.
* Troubleshoot the current missed-call → IVR → webhook → SMS workflow.
* Make sure Twilio correctly passes the caller information to Make.
* Make sure the correct Business ID and Receptionist ID are identified.
* Verify the business/receptionist is active before responding.
* Pull the correct receptionist/business information from NocoDB.
* Maintain customer conversation history.
* Have OpenAI generate the response using the correct business information.
* Send the response back through Twilio.
* Make sure direct inbound SMS works as well as missed-call customers.
* Make sure invalid/missing business mappings are handled safely and trigger an email alert instead of sending the wrong response.
* Test the entire workflow end-to-end.

Important existing work

Please do not rebuild everything unnecessarily.

I already have significant automation and database work completed. I want you to first inspect what exists, understand the architecture, and then fix or complete it.

The goal is a clean, reliable production workflow rather than simply making one test call work.

Current problem

The main issue I’m dealing with is the Twilio Studio / Make communication and missed-call flow. The Make webhook exists, but the complete call-to-SMS process isn’t working reliably yet.

I also need the call behavior configured so that the business phone has a reasonable opportunity to answer before the missed-call SMS flow begins.

Deliverable

I want to be able to perform a real test like this:

Customer calls → business doesn’t answer → IVR plays → customer presses 1 → SMS is sent → customer replies → AI receptionist responds using the correct business information.

I also want:

Customer directly texts Twilio number → AI receptionist responds correctly.

Before doing major changes, please explain what you believe is currently broken and what you plan to change.

Freelancer requirements

You should have strong experience with:

* Twilio Voice
* Twilio Studio
* Twilio SMS
* Make.com webhooks and scenarios
* OpenAI API
* API/webhook troubleshooting
* Database/API integrations

Experience with A2P 10DLC is a plus.

I’m looking for someone who can actually troubleshoot the existing system, not someone who will simply rebuild it without understanding what is already there.

Please include examples of similar Twilio/Make automation projects you’ve completed.

I would prefer to start hourly with a limited number of hours so we can inspect the existing setup first. If everything looks good, I’m open to continuing until the system is fully completed.

# Typeform + Automation Builder Needed for Brand Land Score™ Diagnostic

## Overview

I am building a proprietary business-growth diagnostic called **Brand Land Score™**.

I have already developed the diagnostic architecture, questions, scoring framework, evidence model, and an Excel-based scoring engine.

I need an experienced **Typeform + automation specialist** to build the front-end assessment and connect the responses cleanly to my existing scoring system.

This is **not a request to develop the strategy or write the questions.** The intellectual property and methodology are already developed.

## What I Need Built

### 1. Typeform Assessment

Build a polished, professional Typeform containing:

* Intro / welcome screen
* Respondent information
* Instructions
* 23 scored diagnostic questions
* Four sections:

* OWN
* KNOW
* PULL
* AMPLIFY
* Conditional evidence questions
* Completion screen

Each diagnostic question has five behavioral answer choices corresponding to a maturity score of 1–5.

### 2. Conditional Logic

For each of the 23 questions:

* If respondent selects **1, 2 or 3** → continue to the next diagnostic question
* If respondent selects **4 or 5** → show:

1. Evidence prompt
2. Evidence confidence question
3. Then continue to the next diagnostic question

The evidence prompt should be optional.

Evidence should **not change the responde**

NOTE: ANYONE CONTACTING ME OUTSIDE OF UPWORK WILL BE REPORTED AND IMMEDIATELY DISQUALIFIED FROM THE JOB.

I am looking for a reliable, highly organized Executive Assistant / Project Admin based in Nigeria to act as my right hand in supporting a corporate client. This role requires independent execution, strong attention to detail, and strict adherence to repeating weekly and monthly operational schedules.

Key Responsibilities:

* Staff Onboarding: Issue employment contracts using our provided templates, initiate and process required security checks, and set up new contractors in our systems.
* RFP & Calendar Admin: File documents in OneDrive and update Hubspot with RFP information. (Note: Training will be provided on our specific RFP extraction and logging workflows).
* Webinar Coordination: Set up Zoom webinars and send registration milestone updates to marketing (2 weeks, 1 week, 3 days, 1 day prior).
* HR Engagement: Monitor BambooHR for birthdays/anniversaries and handle early announcements in MS Teams. Coordinate contractor onboarding and e-signatures.
* Financial Tracking: Run expense reports and generate invoices in OpenAir . Collate contractor invoices and update the monthly tracker sheet.
* Communication & Support: Manage voice messages, schedule meetings, and send bi-weekly updates to internal stakeholders.

Requirements:

* Must be based in Nigeria with a bulletproof setup for electricity and internet backups.
* Hands-on experience with HubSpot, BambooHR, and OpenAir (or similar financial tracking tools).
* Expert proficiency in MS 365 (Excel, Teams, OneDrive) and Zoom.
* Absolute discretion with sensitive financial, contract, and HR data.

To Apply
Submit a cover letter detailing how you meet the requirements and answer the screening questions.

Thank you.

Full-Time Marketing & Operations Assistant – Graphic Design, AI, Data & Admin

40 Hours/Week | Day Time Working Hours Pacific Time | $5–$7/hour | Long-Term Position

RAM Equipment is a U.S.-based industrial equipment company looking for a talented, reliable, and highly resourceful full-time Marketing & Operations Assistant to become a long-term member of our team.

This is not a basic data-entry or virtual assistant position.

We are looking for someone who can handle a wide variety of projects across marketing, graphic design, administrative work, data management, vendor communication and operations.

Most importantly, we want someone who is a self-starter. We don't want to provide step-by-step instructions for every assignment. We want someone who can be given a goal, ask smart questions, when necessary, use AI and other tools to figure things out, and get the project completed.

Schedule
This is a full-time position:
40 hours per week
Monday–Friday
Day Time Operating Hours, Pacific Time

You must be consistently available during these hours.

Creative Responsibilities:
- Deigning customer newsletters
- Creating sales brochures and product sheets
- Social media management
- Basic YouTube video editing
- Creating Thumbnail images
- Repurposing existing content into multiple formats

Administrative Responsibilities:
- Completing and filing New Customer Applications & Vendor Applications
- Customer credit check preparation
- Customer shipment and tracking communications
- Scheduling service visits
- Customer service follow up emails
- FedEx carrier freight claims
- Shopify product imports and spreadsheet updates
- Other recurring administrative support

Required Skills:
- Reliable Internet Connection
- Strong Photoshop Skills
- Strong Graphic Design Ability
- Basic to intermediate video-editing skills
- Strong written English
- Ability to work independently after receiving direction
- Ability to manage both creative and administrative assignments
- Understanding and confidence in Excel

Desired Skills:
- Spanish Speaking (Bilingual)
- Shopify
- Google Ads
- SEO
- LinkedIn, Instagram, Facebook
- AI tools and systems

How to Apply
Please include the following with your application:
- A brief introduction about yourself and why you feel you are a good fit for the position.
- Include your graphic design portfolio or several examples of past work that apply to the position.
- Include (1) hobby that you enjoy. This will service as confirmation that the job listing has been read it its entirety. Applications without this portion will be discarded.

I am seeking an experienced business-plan consultant, financial modeller and pitch-deck specialist to prepare an investor-ready package for a Caribbean maritime logistics and construction-materials supply project.

PROJECT OVERVIEW

The Caribbean Aggregate and Construction Materials Supply Corridor is an Antigua and Barbuda-based venture designed to improve the reliable movement of aggregates and essential construction materials throughout the Eastern Caribbean.

Antigua and Barbuda and several neighbouring islands depend heavily on imported sand, stone, aggregates and cement for housing, hotels, roads and public infrastructure. Limited shipping capacity, irregular delivery schedules and high freight costs can contribute to shortages, increased prices and construction delays.

The project intends to acquire and operate a self-propelled vessel capable of transporting approximately 5,000–6,000 metric tonnes per voyage. The initial market will be Antigua and Barbuda, with planned expansion into other Eastern Caribbean countries.

The preliminary funding requirement is US$3 million.

PROPOSED USE OF FUNDS

* Vessel acquisition: US$2,000,000
* Survey, legal and closing costs: US$100,000
* Repairs, dry-docking and modifications: US$350,000
* Insurance, registration and certification: US$150,000
* Initial crew, fuel and operating expenses: US$300,000
* Material purchases and working capital: US$100,000
* Total: US$3,000,000

BUSINESS MODEL

Revenue is expected to come from:

* Direct purchase and resale of aggregates
* Contracted freight services
* Long-term material supply agreements
* Vessel charter services
* Transportation contracts with governments, contractors, quarries, developers and building-material distributors

REQUIRED DELIVERABLES

1. Investor-ready business plan in Microsoft Word and PDF
2. Executive summary
3. Analysis of the regional supply problem
4. Proposed maritime logistics solution
5. Target market and customer analysis
6. Vessel specifications and acquisition strategy
7. Material sources and proposed operating routes
8. Revenue and pricing model
9. Operations and management plan
10. Marketing and customer-acquisition plan
11. Proposed investment and company structure
12. Detailed five-year financial projections in Microsoft Excel
13. Investor returns, repayment and exit strategy
14. Risk analysis and mitigation plan
15. Implementation schedule
16. Professionally designed five-minute PowerPoint pitch deck
17. One-page investment summary or investor teaser

FINANCIAL MODEL REQUIREMENTS

The Excel model should include:

* Clearly identified and editable assumptions
* Voyage volume and vessel-utilisation assumptions
* Cargo tonnage and pricing
* Material acquisition costs
* Fuel, crew, insurance, port, maintenance and administrative expenses
* Revenue, gross profit, EBITDA and net-income forecasts
* Monthly projections for the first year
* Annual projections for Years 1–5
* Cash-flow forecast
* Break-even analysis
* Sensitivity analysis
* Investor repayment schedule
* Equity return and dividend projections
* Best-case, base-case and downside scenarios

PRELIMINARY COMMERCIAL ASSUMPTIONS

* Vessel capacity: approximately 5,000–6,000 MT
* Initial route: regional quarry source to Antigua and Barbuda
* Preliminary aggregate purchase target: approximately US$12 per MT
* Preliminary selling target: approximately US$42 per MT
* Initial funding request: US$3 million
* Proposed investor structure: secured investment or shareholder loan with 20% equity participation

These assumptions must be clearly identified as preliminary and should be tested for commercial reasonableness. The consultant should recommend corrections where necessary and must not present unsupported estimates as confirmed facts.

PURPOSE OF THE ASSIGNMENT

The completed package will be submitted for consideration under the Commonwealth Business Forum 2026 Power Pitch programme. Shortlisted projects will have five minutes to present before potential investors.

AVAILABLE MATERIALS

I will provide the selected consultant with:

* Existing project description
* Preliminary funding allocation
* Existing vessel financing outline
* Commercial assumptions
* Background information on the Antigua and Barbuda market
* Available financial and project notes

REQUIRED EXPERIENCE

Applicants should have proven experience in at least three of the following areas:

* Investment-grade business plans
* Financial modelling
* Investor pitch decks
* Maritime logistics or shipping
* Aggregates, construction materials or infrastructure
* Project finance
* Caribbean or small-island markets

Experience preparing projects for banks, private investors, development-finance institutions or investment forums would be highly beneficial.

DEADLINE

The complete package must be delivered no later than:

Friday, September 25, 2026, at 12:00 p.m. Atlantic Standard Time (UTC−4).

This deadline is firm. Please do not apply unless you can begin immediately and complete the assignment on time.

APPLICATION REQUIREMENTS

Please include:

1. A brief explanation of your relevant experience
2. Two or three samples of business plans, financial models or pitch decks you personally prepared
3. Your experience with maritime, logistics, infrastructure or construction-material projects
4. Confirmation that you can meet the deadline
5. Your fixed price for the complete assignment
6. The number of revisions included
7. A short description of how you will validate the financial and market assumptions

All final documents must be fully editable. Confidential project information must not be shared, reused or published without written permission.

We’re looking for a dependable freelancer who already has legitimate, active access to established job-posting platforms and can publish job opportunities using the information we provide.

Our primary focus is freelancers with active posting capabilities on Indeed, ZipRecruiter, or Monster. You must already have access to an established account that is currently able to publish jobs. Please do not apply if you would need to create an account, purchase access, or obtain platform access after being hired.

This position is strictly focused on job posting and application management. You will not be responsible for recruiting, sourcing, screening, or communicating with candidates.

What We Provide
For every position, we’ll supply the complete information required to create the posting, including:

Job title and description

Responsibilities and qualifications

Compensation details when applicable

U.S. location

Candidate requirements

Any additional posting instructions

What You’ll Handle
Your responsibilities will include:

Publishing our provided job openings through your existing job-board account(s)

Entering all job information accurately and without unauthorized changes

Selecting the correct U.S. location and appropriate posting audience

Monitoring published listings for incoming applications

Collecting applicant information received through the platform

Organizing available applicant details in Google Sheets or Excel

Sending us the live posting URL when available

Reporting the total number of applications received

Keeping us updated on the status of each active posting

Preferred Job Platforms
Highest priority:

Indeed

ZipRecruiter

Monster

Additional legitimate access to established platforms is a strong plus, including:

Workable

LinkedIn

Glassdoor

CareerBuilder

SimplyHired

Other reputable U.S.-based job boards

Important: This Is Not a Recruiting Position
You will not be expected or authorized to:

Search for or source candidates

Recruit or headhunt applicants

Send cold messages to potential candidates

Interview candidates

Screen, rank, or select applicants

Contact applicants on our behalf

Represent yourself as a recruiter for our company

The ideal freelancer is someone who already has verified, active posting access

Every quarter, we need to pull health plan formularies from their website and convert them into CSV or Excel files. The work involves retrieving the latest PDFs, extracting the relevant data, and organizing it into a structured format for easy use. This is a recurring task that requires accuracy and consistency in handling the data conversion process.

I need help converting hand written data log into Excel. I've attached one page as an example and there are 122 pages.

We are looking for a B2B Market Research Specialist to identify automotive importers, dealers, distributors, and trading companies in international markets.

Key responsibilities include researching potential B2B partners, collecting and verifying company information and contact details, identifying decision-makers, and maintaining an accurate database in Excel/Google Sheets. The specialist will also provide weekly reports on completed research and new qualified leads.

Requirements: strong online research skills, good English, attention to detail, confidence with Excel/Google Sheets, and the ability to verify information from multiple sources. Experience in automotive, B2B research, lead generation, or international trade is an advantage.

This is primarily a research and database-building role, not a direct sales position.

We’re looking for a reliable and detail-oriented Data Entry Specialist to support our finance company. You’ll help enter and update financial records, organize documents, and make sure information is accurate.
This is a hybrid position, and you’ll be required to work in the office 2 days per week. You should be comfortable with Excel or Google Sheets and able to handle confidential financial information responsibly.
We’re looking for someone dependable and interested in long-term work.

AI-Fluent · Excel Power User · Detail-Obsessed · Long-Term Full-Time

The Role
Our boss is a Los Angeles based Chief Marketing Officer, and we’re hiring one person to be his right hand and his analyst. You’ll handle the operational load of his day — inbox, calendar, vendors, agencies, follow-ups, phone calls on his behalf — and also do real analytical work: tracking channel performance, reconciling books, running payroll, and building Excel models that show what’s actually happening in the numbers.
This is not a “virtual assistant who schedules things” role. It’s a role for someone who can be handed a messy set of transactions or a month of campaign data and come back with a clean analysis and a note about the three things that don’t add up. His calendar is dense and his travel is frequent, so we need someone who can act without waiting to be asked twice.
Above all, we want someone who works like one person with leverage rather than one person with a long to-do list. If a task happens more than twice, you should be thinking about how to make it happen automatically the third time.
What You’ll Do
• Manage calendar, inbox, correspondence, and travel
• Place and take calls with US-based parties — agencies, vendors, media partners, finance — during US business hours
• Support the sales team: track pipeline and activity, keep the CRM clean, chase updates, flag deals going quiet
• Monitor marketing channel performance: pull numbers across paid, organic, email, and social; track spend against budget; calculate CAC, ROAS, conversion rates, and channel efficiency
• Produce a weekly performance report for the CMO — what moved, what didn’t, what you recommend doing about it
• Automate the recurring work: reporting pulls, data hygiene, handoffs, notifications, intake forms, approval routing, status updates
• Bookkeeping: categorization, reconciliations, AP/AR tracking, month-end close support
• Process payroll accurately and on schedule
• Build and maintain Excel workbooks: pivot tables, lookups, variance analysis, budget and cash-flow tracking
• Forensic-style review: trace discrepancies, identify duplicate or misclassified entries, document findings
• Run projects end to end — timelines, owners, dependencies, chasing people until things ship
• Coordinate creative and campaign assets so nothing gets lost between agency, team, and deadline
AI Fluency — This One Matters
We use AI heavily and we want someone who already does too.
• You know which tool fits which job. An agentic coding tool like Claude Code when the task is scripts, data pipelines, or anything that touches a repo. An agentic work tool like Claude Cowork when it’s documents, spreadsheets, research, and multi-step office work. A plain chat window when you just need an answer. Picking wrong wastes hours, and we’d rather not explain the difference.
• You can write a real prompt. Not “summarize this.” We mean prompts with structured context, explicit constraints, worked examples, a defined output format, and a verification step — the kind that does four hours of work in twenty minutes and comes back in a format you can actually use.
• You verify AI output. You know where these tools fail: invented figures, confident wrong math, silently dropped rows. Nothing goes to the CMO unchecked.
• Familiarity with MCP connectors, custom instructions, projects, and agentic workflows is a strong plus.
Automation Mindset
• Fluent in Microsoft Power Automate — cloud flows, connectors, approvals, scheduled runs, and error handling. Power Apps or Power BI experience is a bonus.
• Also fluent in Zapier, Make, or n8n — you’ve built multi-step automations that survived contact with reality
• Comfortable with scripting for data work: Python, Office Scripts, Google Apps Script, or Excel VBA
• API basics: you can read documentation, authenticate, and pull data without asking an engineer
• You document what you build, so it doesn’t break the day you’re on holiday
• You instinctively ask: does a human need to touch this at all?
What Else We Need
• Written and spoken English at a native or near-native level. You’ll draft emails sent under his name and speak with US agencies, vendors, and partners by phone. British English spelling and conventions preferred.
• A reliable way to call the US. Your own VoIP line, Skype number, or similar — plus stable internet and a quiet space for calls. Tell us what you use.
• Broad tool fluency. Microsoft 365 (Excel, Outlook, Teams, SharePoint, Power Platform), Google Workspace, project tools (Asana/Notion/ClickUp/Monday), CRM (HubSpot/Salesforce), analytics (GA4, Meta Ads Manager, Google Ads), accounting software (QuickBooks/Xero)
• Advanced Excel. Not “I know Excel.” We mean pivot tables, INDEX/MATCH or XLOOKUP, conditional logic, data cleaning, and building a model someone else can read.
• Accounting fundamentals. You know debits from credits and why a reconciliation matters.
• Meticulous by default. You check your own work before it reaches him. Errors are rare and you catch them yourself.
• Discretion. You’ll be near sensitive financial, contractual, and pre-launch campaign information.
• Marketing or agency-side experience is a plus, not a requirement.
Schedule — Read This Carefully
This role runs on Los Angeles time (Pacific). Don’t apply unless this genuinely works for your life.
• Core hours: 40–48 hours per week aligned to Pacific business hours
• On-call: Monday–Friday, 24 hours. Urgent matters surface at any hour and need a response
• Weekends: 8 hours total, roughly 4 hours Saturday and 4 hours Sunday
• You must be reachable and responsive during Pacific hours, not just during your own morning
If you’re in South Asia, Africa, or Eastern Europe, this means working through your night on a sustained basis. Some people do this well for years. Most don’t. Be honest with yourself before applying — better to pass now than burn out in month three.
Rate and Terms
• Probationary period: 60 days at $3.00/hr
• After 60 days: rate increases to $4.50/hr on satisfactory performance
• 40–48 hours per week core, plus weekend coverage as described
• Long-term position — we’re hiring for years, not months
• Paid trial task before we begin
• Start: [DATE]
To Apply
Skip the template cover letter — it’ll be closed unread. Instead:
1. Start your reply with the word “Ledger” so we know you read this.
2. State your city and current local time as you write, and confirm in one sentence that you can work Pacific hours and be on call.
3. Tell us how you’ll place calls to the US and what your internet setup is.
4. In 3–4 sentences, describe a time you found an error nobody else caught. What was it, and how did you find it?
5. Describe one automation you built — the problem, the tools, and roughly how much time it saves per week. If it was in Power Automate, say which connectors and triggers you used.
6. Paste the single best prompt you’ve ever written, and tell us what it produced.
7. List the accounting software, CRM, analytics, and project tools you’ve actually used, and for how long.
8. Attach or link one Excel file you built (sanitize any real data).
9. Record a 45-second voice note introducing yourself — a plain Loom or audio file is fine.
Applications missing any of these won’t be reviewed. This is the first attention-to-detail test.

Hi there, I need Licensed CPA letter verifying my trade numbers for the year. I have provided and example of a letter for your review to understand requirements better. Its very simple.

I have the the following Excel sheets to confirm the numbers once hired.

Please check example of letter.

Thank You.

Looking for an experienced Lean Six Sigma Green/Black Belt to help me complete an end-to-end DMAIC project.

The Define phase is complete. Support is needed through Measure, Analyze, Improve, and Control, including data analysis, LSS tools, root-cause analysis, improvements, a control plan, and a final presentation.
Availability required: 5:00–7:00 PM Eastern Time (EST/EDT)
Strong English communication required.
Please include your LSS certification, DMAIC experience, and tools used (Excel/Minitab).

We are a U.S.-based real estate investment company seeking a reliable, detail-oriented bookkeeper to maintain accurate records for multiple businesses and properties.

Responsibilities:

Record and categorize transactions
Reconcile bank, credit card, and loan accounts
Track income, expenses, repairs, and property-related payments
Manage accounts payable, receivable, invoices, and reimbursements
Record intercompany transactions
Prepare monthly financial reports
Organize receipts and financial documents
Report missing information, discrepancies, and overdue payments

Requirements:

Bookkeeping experience, preferably in U.S. real estate
Proficiency with QuickBooks Online and/or Desktop
Experience managing multiple companies or properties
Strong Excel or Google Sheets skills
Excellent attention to detail and English communication
Ability to maintain confidentiality
Experience using AI tools to improve bookkeeping, reporting, or workflow automation is a plus

This position may begin part-time, with the potential for long-term work and additional hours.

We’re seeking a Client Services & Schedule Coordinator for a residential cleaning company to manage scheduling, mapping logistics, and service issues between crews and customers. This role will help keep operations running smoothly by coordinating schedules, addressing customer concerns, and supporting day-to-day client communication. Experience with CRM systems, especially Jobber, is a plus. Fluency in English is required.

JOB DESCRIPTION





Clean and Simple Cleaning is looking for a Client Services & Scheduling Coordinator to join our office team.
This role is primarily focused on scheduling, invoicing, troubleshooting, and customer service. We need someone who is organized, dependable, tech-savvy, and able to stay calm when several things are happening at once.
What You’ll Do

Manage and adjust daily and weekly schedules for our cleaning professionals
Respond to call-outs, schedule changes, and unexpected issues
Communicate with customers and employees by phone, text, and email
Handle customer questions, concerns, and follow-up
Process invoices and assist with billing questions
Maintain accurate notes and customer information in our CRM
Troubleshoot problems and help keep the day running smoothly
Work closely with our Operations Manager and Field Supervisor
We have a designated sales team, so sales is not the primary focus of this position. However, every prospective customer deserves immediate attention. If our sales team is unavailable, you will need to understand our sales process, speak confidently about our services and pricing, gather the necessary information, and help move the customer toward scheduling rather than simply asking them to call back later.
This is primarily an office position, although occasional field support may be needed.
What We’re Looking For

Strong customer service and communication skills
Organized and detail-oriented
Calm under pressure
Comfortable making decisions and shifting priorities
Strong computer skills and ability to learn new systems
Comfortable with Excel/Google Sheets and CRM software
Good note-taking and follow-through
Initiative and willingness to solve problems
Ability to work independently and as part of a small team
Experience in scheduling, dispatch, customer service, invoicing, office administration, hospitality, healthcare scheduling, or service-based businesses is helpful.
High school diploma or equivalent required. College education is a plus, but not required.

Clean and Simple Cleaning has been serving local families for more than 30 years. If you enjoy solving problems, working with people, and keeping a busy day organized, we’d love to hear from you.

Need a several pivot tables (if that is the best tool) made from multiple source tables (1) tracking what competencies and hours for each course making up an educational program. The outputs of the course data will be
*a report summarizing each specific course (crosswalk) (2),
*a report of the whole program in detail (4) and summary (3) matching courses and competencies,
* a report detailing (5) and summary (6) of all the instructors.


Minimal representative data will be provided for you and then I will add and complete the sheet.

I already have the information in a crude spreadsheet but I need the requested document streamlined so that a regular person can just input data into the course table, and all the other reports are automatically updated with little to no interaction in excel. The intent is to prevent a situation where a future employee breaks the spreadsheet. All the tables (1) will be in individual sheets in one Excel doc, the reports will be in a separate Excel on individual sheets.

Attached is an example of some of the reports done my way.

I'm looking for someone who can empathize for the UI of the created document and can convey the information effectively for accreditation boards for the program. I believe intermediate Excel skill is the minimum required.

Deadline is 1 Oct 2026.

We are seeking an experienced Government Contract & Procurement Research Specialist to identify, verify, and track public sector security service opportunities for Defender On Guard Security Inc., a California security company.

The freelancer will research federal, California state, county, city, airport, transit, utility, housing authority, school district, public construction, and other local public sector opportunities.

Research may include RFPs, RFQs, IFBs, Sources Sought, Presolicitations, direct contracts, subcontracting opportunities, rebids, renewals, and prime contractor opportunities.

Please do not limit research to SAM.gov or major portals. We also want smaller local opportunities where our company can realistically compete.

Every opportunity must be verified through an official source and reviewed for:

• Deadline and location
• Licensing requirements
• Company experience requirements
• Insurance and bonding
• Staffing requirements
• Set asides or certifications
• Mandatory meetings or site visits
• Other important eligibility requirements

Each opportunity must be classified as:

Prime / Subcontractor / Teaming / No Go

Please include a short reason and recommended next action.

Important: Defender On Guard Security Inc. was established in 2025. If a solicitation requires the bidding company itself to have more than one year of company experience, classify it as No Go, unless the requirement can clearly be met through key personnel, owners’ prior experience, subcontractors, or teaming partners. If unclear, flag it for management review.

We are mainly interested in armed and unarmed guards, mobile patrol, fire watch, construction site security, access control, event security, and commercial property security.

Preferred experience: U.S. government contracting, public procurement research, SAM.gov, California procurement portals, RFP/RFQ/IFB research, subcontracting research, Microsoft Excel, and Google Sheets.

Workload: 5 to 10 hours per week
Budget: $3 to $5 per hour
Paid trial: 5 hours focused on Los Angeles opportunities

Accuracy and qualification are more important than quantity.

Screening question:
Please describe one U.S. government or public sector opportunity you personally researched and explain how you determined whether the company was eligible to bid.

We are a sports technology company. We are covering a cricket tournament from 29 September - 4 October. We are searching for a candidate with strong Excel and Google Sheets skills to track data from every match in this tournament.

This role will involve watching up to three matches per day and tracking in a spreadsheet the outcomes of every delivery in the match (delivery start/end times, over/ball, bowler, batter, result, etc.).

The candidate will be expected to work from 8am - 4pm IST during the tournament. Based on the results, we would be open to working with this candidate on an ongoing basis for future tournaments.

THE ROLE
We’re hiring a full-time Finance & Accounting Associate to keep the books accurate for Creative ERA and our small business
clients. You’ll record and reconcile transactions, keep financial files organized, and turn numbers into clear reports. English is
not required for this role.
WHAT YOU’LL DO
• Categorize transactions and keep client books up to date
• Reconcile bank and credit card accounts every month
• Process invoices, bills, and receipts; follow up on missing documents
• Build and maintain Excel / Google Sheets trackers and simple financial reports
• Support month-end close and payroll tracking
• Flag discrepancies and suggest process improvements
WHAT WE’RE LOOKING FOR
• Experience in bookkeeping or accounting (professional or academic)
• Strong Excel or Google Sheets skills: formulas, lookups, pivot tables
• Comfortable with Microsoft Office or Google Workspace
• Organized, detail-oriented, and reliable with deadlines
• Quick learner who can pick up the tools we use
NICE TO HAVE
• QuickBooks Online experience (a plus, not required)
• Degree or coursework in accounting, finance, or business

HOW WE WORK
• Full-time and your priority. This must be your main commitment; we can’t consider candidates who hold other full- or part-
time jobs.

• Hourly contract on Upwork. Hours are tracked through Upwork. Starting rate is $5–$6 USD/hr, with rate reviews at day 30
and day 90.
• Remote, with regular team check-ins. Our calls and day-to-day conversations can be in Spanish.

HOW TO APPLY
Send a short proposal in English Start it with the word “ERA” so we know you read the full post, and answer these
questions:
1. Describe your bookkeeping or accounting experience and the tools you used.
2. Rate your Excel skills from 1 to 10 and give one example of something you built.
3. Can you commit to this role full-time, as your only job, starting immediately? What is your earliest start date?

Position Description
Bookkeeper

1. Position Purpose
To own the day-to-day finance function across our import, online, retail and wholesale operations.Maintaining accurate records, meeting all statutory obligations, safeguarding inventory and cash, and reliable reporting.

2. Key Relationships
1. GM Operations: Sales by Branch reconciliation, and promotions.
2. Finance Manager: Reporting, approvals, and escalations.
3. Warehouse / operations: Goods receipts, stocktakes, transfers, damages
4. Retail store managers: Daily takings, and banking,

3. Key Responsibilities
3.1 Accounts Payable
1. Maintain supplier master data, banking details and payment terms; verify any change of bank details directly with the supplier by phone before processing.
2. Reconcile supplier statements to the AP ledger and resolve differences.
3. Prepare the payment run schedule with supporting documentation for director approval; process once approved.
4. Receive, verify and code supplier invoices in Xero, matched to the Cin7 purchase order and goods receipt (three-way match).

3.2 Banking, Cash & Reconciliations
1. Clear the undeposited funds and payment clearing accounts to nil or explained balance.
2. Reconcile retail store takings, EFTPOS batches, and cash banking. Investigate and report variances.
3. Reconcile Shopify Payments, Stripe, PayPal, Afterpay/Zip and EFTPOS settlements to gross sales, separating fees, refunds and chargebacks.
4. Reconcile all bank and credit card accounts in Xero.

3.3 Inventory & Cost of Goods Sold (Cin7)
1. Coordinate and support stocktake and cycle counts;
2. Process stock adjustments, write-offs, damages, and testers with appropriate approval.
3. Process goods receipts on shipment arrival and match to the packing list
4. Raise purchase orders in Cin7 against approved buy plans

3.4 Payroll
1. Prepare and lodge payroll tax returns where the state threshold is exceeded.
2. Calculate leave accruals, unpaid leave, parental leave and termination payments.
3. Process superannuation guarantee contributions by the statutory due date.
4. Lodge Single Touch Payroll reporting on or before each pay day.
5. Maintain employee records, tax file declarations, super choice, bank details, contracts, entitlements.
6. Process pays runs accurately and on time, including retail rosters and penalty rates

3.5 Systems, Controls & Process
1. Identify and implement automation and process improvements across coding, receipts and reconciliation.
2. Document finance procedures and keep the process manual current.
3. Administer user access to Xero, Cin7 and banking; review permissions and remove departed staff.
4. Maintain segregation of duties and approval thresholds; ensure no payment is released without documented approval.
5. Maintain the chart of accounts, tracking categories, bank rules and coding conventions.

3.5 General
1. Maintain strict confidentiality of financial, payroll and commercial information
2. Comply with company policies, WHS obligations and all relevant legislation
3. Other duties within skill and capability as reasonably directed

4. Essentials and Desirables

4.1 Essential
1. Demonstrated experience in a standalone or small-team finance role covering the full accounting cycle
2. Practical, day-to-day competence in Xero, including payroll
3. Working knowledge of GST, Single-Touch Payroll (STP) and superannuation obligations
4. Strong attention to detail and reconciliation discipline
5. Ability to work independently, prioritise and meet deadlines
6. Discretion and integrity when handling confidential information

4.2 Desirable
7. Experience with Cin7 or a comparable inventory / ERP platform.
8. Retail, e-commerce, wholesale or import industry experience.
9. Basic Excel (lookups & pivots).

Timezone

Candidates must be available to work Sydney business hours (AEST/AEDT) as their primary working window, with flexibility for international communications as needed.
How to Apply