Optimize Upwork Searches with Google Sheets

I need a reliable Virtual Assistant for a small task involving data entry, web research, email management, Google Sheets, Excel, file organization, and general administrative support.

You should be:
- Detail-oriented
- Reliable and responsive
- Comfortable with Google Workspace and Microsoft Office
- Able to follow instructions accurately

Experience with data entry, CRM updates, lead generation, internet research, email support, and virtual assistant tasks is a plus.

This is a $5 starter task, with potential for ongoing VA work if everything goes well.

We need an experienced online researcher to rebuild our university music faculty contact database for an opera organization.

We will provide a list of 300+ universities and conservatories across the US and Canada.

The researcher should visit each university’s official website and navigate directly to its School of Music, Music Department, Conservatory, or Opera Program section. These sections typically contain faculty directories with names and email addresses.

The goal is to identify all current faculty members in the following areas:

* Voice professors and instructors
* Vocal coaches
* Collaborative pianists working with singers
* Opera directors

For each faculty member, please collect:

* University/School
* First Name
* Last Name
* Email Address

All information should be organized in Google Sheets.

Important instructions:

* Use official university music department websites as the primary source.
* If an email address is not listed, simply leave it blank. Do not spend additional time searching for it or guessing email formats.
* Include adjunct and part-time faculty when listed.
* Ensure information is accurate and avoid duplicate entries.

This project requires someone experienced in online research who can work efficiently and accurately.

Immediate start. Deadline: Monday, November 2, 2026.

Keeper Standard is an emerging apparel brand preparing for launch. The brand is seeking a reliable, detail-oriented virtual assistant to support product research, social media content preparation, and general project coordination.

The ideal candidate is organized, proactive, and capable of producing polished, presentation-ready work while following established creative direction. This person should be comfortable working independently, collaborating with a team, and communicating effectively throughout assigned projects.

The engagement will begin with a small, paid trial. Based on performance and business needs, the role may expand to include additional responsibilities over time.

Responsibilities

* Conduct online research and compile accurate, well-organized findings.
* Research products, suppliers, pricing, and relevant market trends.
* Assist with social media content research, planning, and preparation.
* Create and organize documents, spreadsheets, presentations, and other project materials.
* Track assignments, deadlines, and outstanding tasks.
* Provide recommendations supported by research and reliable sources.
* Incorporate feedback and deliver work that meets established expectations.

Required Skills & Qualifications

* Strong online research and information-verification skills.
* Proficiency in Google Sheets or Excel.
* Familiarity with Canva and social media content preparation.
* Excellent written communication and organizational skills.
* Ability to manage time effectively and meet deadlines.
* Ability to produce polished, presentation-ready deliverables.
* Strong attention to detail and sound judgment.
* Ability to follow instructions, work independently, and collaborate with a team.
* Ability to prioritize tasks, communicate proactively, and incorporate feedback.

Experience with apparel, e-commerce, product sourcing, or print-on-demand is a plus.

Ideal Candidate

The ideal candidate is dependable, resourceful, and detail-oriented, with a strong sense of ownership over assigned work. They can translate instructions into high-quality deliverables, manage competing priorities, and communicate progress or potential issues before they become problems.

Professionalism, initiative, accuracy, and consistency are essential.

Communication & Working Expectations

* Communicate through Upwork for project-related messages and file sharing.
* Acknowledge assignments within one business day.
* Confirm scope, estimated hours, and deadlines before starting work.
* Provide concise progress updates and flag delays promptly.
* Submit organized, editable work with supporting sources when applicable.
* Obtain approval before exceeding agreed-upon hours or budgets.
* Maintain confidentiality and use original or properly licensed materials.

All work is subject to review and approval. The owner retains final decision-making authority over brand activities and business operations.

Opportunity for Growth

The role will begin with a small, paid trial and may develop into an ongoing working relationship with additional responsibilities as the business grows.

How to Apply

Please include the following in your proposal:

1. A brief summary of your relevant experience.
2. Two or three work samples demonstrating your research, spreadsheet, presentation, Canva, or social media skills. Please explain your role in creating each sample.
3. The tools you use to organize projects and produce deliverables.
4. Your approach to managing deadlines and communicating project progress.
5. Your hourly rate and availability.

Applicants should provide examples of work they personally completed. Confidential client information should be removed or redacted from all samples.

We are looking for a detail-oriented and tech-savvy Data Analyst to join our team. In this role, you will help us transform raw data into actionable insights by building dashboards, managing spreadsheets, and leveraging the latest AI tools to optimize your workflow.

Candidates should have advanced knowledge of spreadsheet functions including LAMBDA, Named Function, Query, Let, Regex and be able to handle complex and vast datasets. Familiarity with Google App Script a plus. Candidates will need to become familiar with our data structure and learn how to find the right type of answers.

Additionally, candidates will assist teams with various admin duties both routine and ad hoc. Should be able to work in a structured environment, be adaptable to change, attend daily huddles and weekly meetings. This is a fully remote position.

If you are a spreadsheet wizard, a Power BI expert, and someone who loves using AI to build tools and work smarter, we want to hear from you!

Key Responsibilities

- Daily updating of scorecards, dashboards: Pull reports and update scorecards. Sharing updated reports with stakeholders.
- Data Processing & Management: Clean, organize, and maintain datasets across Google Sheets. Writing and maintaining advanced Google Sheets formulas derived from business rules to align with organizational standards.
- Dashboard Creation: Design, build, and maintain interactive reports and dashboards using Power BI.
- AI Integration: Utilize AI technologies, specifically Claude, ChatGPT/CodeX and other platforms, to accelerate data analysis, generate insights, format data, troubleshoot complex formulas, and create automated workflows.
- Reporting: Translate complex data sets into clear, easy-to-understand visual reports for stakeholders.

Required Skills & Qualifications

- Spreadsheet Mastery: Advanced proficiency in Microsoft Excel and Google Sheets (complex formulas, pivot tables, data modeling, etc.).
- Data Visualization: Strong, proven experience building interactive dashboards, Data Modeling, and Writing DAX in Power BI.
- AI Curiosity & Familiarity: A strong interest or foundational experience using AI language models (such as Claude or ChatGPT) to assist with data manipulation, analysis, or scripting.
- Analytical Thinking: Strong problem-solving skills and the ability to draw meaningful conclusions from raw data.

Bonus Points (Preferred but NOT Required)

- Familiar with the Google Workspace ecosystem.
- Practical expertise with end-to-end data pipelines and data warehousing architecture.
- Working knowledge of databases and querying languages (e.g., Supabase, SQL, etc.).
- Familiarity with other data manipulation or visualization tools (e.g., Python).
- Experience with automating tasks using Google Apps Script or VBA.

We are looking for a reliable freelancer to research companies and organize their information in Google Sheets or Excel.

You will collect:
• Company name and website
• Industry or business category
• Business location
• Public business email and phone number
• Relevant contact name and job title, where available
• Source links for verification

The ideal candidate has basic web research skills, strong attention to detail, and spreadsheet experience. All information must come from reliable public sources. If a detail cannot be found or verified, mark it clearly rather than guessing.

We will provide the research criteria and spreadsheet format.

Please include your relevant experience and availability in your proposal.

Hi,

I’m searching for a sharp, resourceful, and highly communicative assistant (located in the USA) who can help manage a variety of day-to-day responsibilities and develop into an essential long-term member of my team.

I need a great communicator (written and vocal).

This opportunity is suited to someone who truly enjoys being in a supportive role, taking ownership, and being someone I can rely on.

I’m looking for a person who can fully dedicate themselves to the role, is willing to work extended hours when necessary, and is not trying to juggle this position alongside multiple other jobs.

Some of your responsibilities will include:

* Independently solving problems and figuring things out without needing constant direction
* Conducting detailed research across many different subjects
* Assisting with recruiting, hiring, performance management, and terminations
* Overseeing and coordinating a small team
* Reviewing scripts and video content to identify mistakes, inconsistencies, and opportunities for improvement
* Thinking creatively and suggesting new ideas, solutions, systems, and more efficient ways to operate
* Helping with purchases, product research, sourcing, shopping, and other related tasks
* Picking up new skills quickly and applying feedback effectively

A nice bonus would be someone who is comfortable creating UGC or appearing on camera for advertisements, although this is completely optional.

My intention is to hire someone full-time and build a strong, long-lasting working relationship. As you become more capable, deliver stronger results, and take ownership of greater responsibilities, there will be opportunities for your compensation to grow accordingly.

This position would be a great match for someone who takes pride in being reliable, proactive, organized, and highly effective behind the scenes.

Preference will be given to candidates located in the United States.

If you believe you would be a strong fit for this position, please include the word “EXCELLENT” in all capital letters somewhere in your application.

Real Estate Analyst (Part-Time) — Reporting & Owner Research, Luxury Vacation Homes

Jack Laurier runs trophy vacation homes for private owners and family offices across the Americas, the Caribbean and Europe. We need an analyst for two recurring workstreams. Long-term, part-time, paid per deliverable.

1. Reporting
We supply the booking, revenue and expense data. You turn it into owner-ready reports. Data work is monthly; reports go out every two months. We design the template with you. You will use Claude (AI) for the analysis and drafting; we provide access.

2. Owner research and skip tracing
We send you specific properties. You identify the owner, including when title sits in an LLC, trust or holding company, and return verified contact details. Over time, you source properties that match a profile we give you.

_
Pay:

- Flat rate per report
- Per verified lead: Actionable Lead Criteria,
- Rates agreed before the first deliverable.
- We acknowledge that an individual’s name and an LLC, trust or holding company are not the same work and are not paid the same.

_
Requirements:

- Strong in Excel or Google Sheets
- Highly proficient with AI. Daily user of Claude or similar, able to build repeatable workflows, not just prompts.
- Hands-on with property records, corporate registries and skip-tracing tools
- Written English clean enough to send to a client unedited
- Vacation rental background is a plus
NDA required. Everything you see is confidential.

_
Training:

After six months of consistent work, we may fund relevant certifications for the right person. An eCornell course in real estate or hospitality, for example. Terms set case by case.

_
To apply:

Attach one report or analysis you built. Name the skip-tracing tools you have used. Start your proposal with the word “verified”.

Job Search & Application Specialist – Executive and Finance Roles

Job Type:Ongoing project / Part-time
Experience Level: Intermediate to Expert
Engagement:Hourly or fixed-price, with potential for long-term work

About the Role

I am seeking a proactive, highly organized professional to manage my job search and application process. The successful candidate will identify suitable job opportunities based on my qualifications, career goals, and specific criteria, prepare tailored application materials, submit applications on my behalf, and maintain a comprehensive spreadsheet tracking all applications.

This is a research and execution role, not simply a job-listing search. I need someone who can identify relevant opportunities, assess suitability, tailor applications professionally, and manage the process systematically.

Responsibilities

1. Job Search and Opportunity Identification
- Search reputable job boards, employer career pages, recruitment agencies, and professional networks for relevant vacancies.
- Identify opportunities aligned with my experience, qualifications, salary expectations, location preferences, and career objectives.
- Prioritize positions that match my professional background and have realistic eligibility requirements.
- Verify that vacancies are legitimate, current, and still accepting applications.
- Identify any stated work authorization, visa sponsorship, or relocation requirements.

2. Application Preparation and Submission
- Review each job description and assess my suitability before proceeding.
- Tailor my cover letter to the specific role, employer, and selection criteria.
- Adapt my CV or résumé when necessary, using my approved master CV and verified career information.
- Complete online application forms accurately and professionally.
- Submit applications through official employer websites or legitimate recruitment platforms.
- Save a copy of each submitted application and any relevant confirmation or correspondence.
- Flag applications requiring additional information, assessments, references, or my personal approval.

**Important:** All application materials must be truthful and based on my actual qualifications and experience. Do not invent achievements, credentials, employment history, or work authorization.

3. Application Tracking and Reporting
Create and maintain a well-organized Excel or Google Sheets tracker containing the following information for every opportunity:

- Application reference number
- Date vacancy was identified
- Date application was submitted
- Employer name
- Job title
- Job location and work arrangement (remote, hybrid, or on-site)
- Salary range, where available
- Job description and official application links
- Source of vacancy
- Suitability assessment and brief rationale
- Application status
- CV version and cover letter used
- Visa sponsorship or work authorization information, where relevant
- Recruiter or hiring manager contact details, where publicly available
- Application confirmation number or reference
- Follow-up date and next action
- Interview invitations, responses, and other updates
- Notes and relevant observations

Provide regular progress reports summarizing applications submitted, promising opportunities identified, upcoming follow-ups, and any obstacles encountered.

Required Qualifications and Skills
- Demonstrable experience in job searching, recruitment research, executive assistance, or job application management.
- Excellent written English and professional business communication skills.
- Strong research skills and the ability to assess job descriptions against a candidate's qualifications.
- Experience tailoring cover letters and CVs for individual roles.
- Proficiency in Microsoft Excel or Google Sheets.
- High attention to detail, accuracy, and confidentiality.
- Ability to work independently, meet agreed targets, and provide clear progress reports.
- Familiarity with international recruitment and work authorization requirements is an advantage.

Initial Scope of Work

The engagement will begin with a short paid trial to evaluate research quality, application suitability, writing quality, and attention to detail.

The initial trial should include:
1. Identify 10 suitable, verified vacancies that meet my criteria.
2. Provide the official job links and a brief assessment of each opportunity.
3. Prepare tailored cover letters for approved vacancies.
4. Submit applications for which all required information and authorization have been provided.
5. Create a professional spreadsheet tracker and record all completed applications.

Following a successful trial, the engagement may continue on a weekly or monthly basis with agreed application targets and reporting requirements.

What to Include in Your Proposal

Please answer the following questions in your proposal:

1. What experience do you have managing job searches or submitting applications on behalf of clients?
2. Which job boards, employer websites, and recruitment platforms do you use?
3. How do you assess whether a vacancy is a good match for a candidate?
4. How do you tailor cover letters efficiently without making applications generic?
5. Can you provide a sample application-tracking spreadsheet or a similar project you have completed?
6. How many well-matched applications can you realistically research and submit per week?
7. What is your proposed hourly rate or fixed price for the initial trial?

Please also indicate your availability, time zone, and experience supporting candidates applying for international positions.

Success Criteria

Performance will be evaluated on:
- Relevance and quality of vacancies identified.
- Accuracy and legitimacy of job listings.
- Quality and customization of application materials.
- Accuracy of submitted applications.
- Completeness of the application tracker.
- Timely reporting and follow-up management.

I am looking for a reliable, resourceful professional who can take ownership of this process and help me pursue suitable career opportunities systematically over the long term.

We're an early-stage AI SaaS startup looking for a part-time marketer to build awareness online and bring in trials that turn into paying customers. You'll be measured on sign-ups and trials, not likes or followers.

ABOUT THE PRODUCT
An AI-assisted project planning tool for founders and builders with more ideas than time. Users capture ideas, rank them, get an AI-drafted project plan, and run their day from a short list of priorities. Subscription pricing with individual and team plans and organized for execution.

Who we sell to: founders, freelancers and side-project builders who struggle to choose what to work on and finish it.

How we market: the brand is the voice, not a founder. There's no founder face or personal profile. You'll post as the brand.

WHAT YOU'LL DO
- Search content: write and publish articles a month on prioritisation, planning and productivity, optimised for search. AI-assisted drafting is fine if you edit it properly.
- Templates: create monthly (Notion or Google Sheets) that links back to the product.
- Faceless short-form video: make short videos from product screen recordings for TikTok, YouTube Shorts and Instagram Reels, using CapCut or similar.
- Brand social and communities: post on X and Threads, and take part helpfully in Reddit and founder communities, following each one's rules on self-promotion.
- Email: set up a simple welcome email sequence once, then send a short monthly newsletter.
- Launch listings: a one-off submission to Product Hunt, BetaList and AI tool directories at launch.
- Reporting: keep basic tracking (GA4 and UTM links) and send a short monthly report: visitors, email sign-ups and trials by channel, and what you'll change next month.

MUST HAVE
- 1-2+ years of content or social media marketing, ideally for a SaaS, app or online product
- SEO writing: keyword research and writing articles that rank
- Short-form video editing from screen recordings (CapCut, Canva or similar)
- Basic analytics: GA4, UTM links and a simple monthly report
- Clear, natural English writing
- Reliable and self-managing: you plan your own week and hit your output

NICE TO HAVE
- Grew a brand account with no founder as its face
- Notion or Google Sheets template building
- Experience with email tools (Mailchimp, ConvertKit, Loops or similar)
- Knows founder, startup or productivity communities on Reddit or X
- Has launched on Product Hunt

NOT A FIT if you only schedule posts, measure success in followers, or rely on paid ads to get results.

Currently based in Montenegro.

Good English communication skills.

Fluency in Montenegrin or another locally used language.

Experience in virtual assistance, administration, lead generation, or business development.

Comfortable with LinkedIn, Google Sheets, email, and online research.

Strong communication and organizational skills.

Ability to work independently and maintain confidentiality.

We are Safe Doc, a global medical network connecting international patients with verified private clinics and doctors worldwide.

We are looking for a reliable, highly organized, and proactive Executive Virtual Assistant and Operations Specialist based in the Philippines to manage our daily partner communications, emails, and tracking databases.

This is a key position requiring extreme attention to detail, complete confidentiality, and strong ownership.

Key Responsibilities:

Email Management: Handle partner and clinic inboxes, reply to inquiries promptly, send structured follow-up emails, and organize inbox workflows.

CRM and Database Administration: Maintain, update, and audit Airtable bases and Google Sheets daily. Ensure data entered by global outreach reps is accurate and consistent.

Pipeline Tracking: Monitor the partner registration pipeline from first contact to full registration on our portal.

Operational Reporting: Compile daily and weekly registration metrics and status updates.

Executive Support and Confidentiality: Safeguard internal company data, contact details, and sensitive correspondence with the highest level of discretion.

Required Qualifications:

Excellent written English with professional business etiquette.

Proven hands-on experience with Airtable, Google Sheets, Google Docs, and Gmail or Google Workspace.

High attention to detail, strong problem-solving skills, and a proactive mindset.

Stable high-speed internet connection, backup power, and a quiet workstation.

Experience in executive assistance, CRM management, or healthcare coordination is a major plus.

We're hiring a Data Entry Specialist for steady, ongoing work. This is not a one-off gig: you'll get consistent hours, clear instructions, and fast payment.

What you get:
- 20-30 hours/week, with room to grow
- $10-$15/hour, with a raise after 30 days
- Flexible schedule
- Prompt hour approvals and quick replies to your questions
- Bonuses for accuracy and speed

What you'll do:
- Enter data from PDFs, scans, and emails into Excel/Google Sheets
- Check and correct records for accuracy
- Clean and organize datasets

What we need:
- 50+ WPM typing speed with high accuracy
- Strong attention to detail
- Working knowledge of Excel and Google Sheets
- Clear written English
- Willingness to sign an NDA

To apply, start your proposal with the word "ACCURATE" and include your typing speed (WPM), the tools you use, and your availability.

We reply to shortlisted candidates within 48 hours. A short paid test task is part of the process, and the first hire can start immediately.

Hello!

We are seeking a proactive freelance researcher to support a market research study focused on iGaming companies in Ontario, Canada

Project Details:
Duration: 6 months
Time Commitment: Up to 2 hours per week (easily manageable alongside other commitments)
Compensation: Monthly payment milestones

Requirements:
Must reside in Ontario, Canada to access relevant local information
Strong communication skills and responsiveness in chat
Ability to collect and organize data accurately
Familiarity with Google Drive and Google Sheets is a plus.

If you’re interested in collaborating on this project, please send me a message to discuss the details further.

Hello!

We are seeking a proactive freelance researcher to support a market research study focused on iGaming companies in Latvia

Project Details:
Duration: 6 months
Time Commitment: Up to 2 hours per week (easily manageable alongside other commitments)
Compensation: Monthly payment milestones

Requirements:
Must reside in Latvia to access relevant local information
Strong communication skills and responsiveness in chat
Ability to collect and organize data accurately
Familiarity with Google Drive and Google Sheets is a plus.

If you’re interested in collaborating on this project, please send me a message to discuss the details further.

Hello!

We are seeking a proactive freelance researcher to support a market research study focused on iGaming companies in Ireland

Project Details:
Duration: 6 months
Time Commitment: Up to 2 hours per week (easily manageable alongside other commitments)
Compensation: Monthly payment milestones

Requirements:
Must reside in Ireland to access relevant local information
Strong communication skills and responsiveness in chat
Ability to collect and organize data accurately
Familiarity with Google Drive and Google Sheets is a plus.

If you’re interested in collaborating on this project, please send me a message to discuss the details further.

We have an existing list of companies in a Google Sheet and need a meticulous Data Researcher to build out our outreach database. Your job is to research each company on the list, identify the correct decision-maker handling their marketing and partnerships, and extract their direct contact information.
We are targeting individuals holding the following titles (or equivalent):
• Influencer Marketing Manager / Lead
• Brand Partnerships Manager / Director
• Public Relations (PR) Manager / Director
• Marketing Director / Marketing Manager

Scope of Work

For each company provided in our Google Sheet, you will research and fill in the missing fields with accurate, up-to-date data:
• Full Name of the target professional
• Direct Business Email Address (No generic info@ or contact@ emails)
• Direct Phone Number / Extension (If available)
• Individual LinkedIn Profile URL

Required Skills & Tools

• Proven experience in B2B Lead Generation and Data Mining.
• Expert-level navigation of LinkedIn Sales Navigator to locate the exact job titles needed.
• Proficiency with email verification and scraping tools (e.g., Apollo.io, Hunter.io, RocketReach, Findymail).
• Strict attention to detail data must be clean, accurately formatted, and verified to prevent bounces.
• Ability to work directly within Google Sheets.

Deadline: Saturday

To Apply

Please submit a brief proposal outlining your experience with similar B2B lead generation projects. Let us know what data-mining tools you currently use. Bonus points if you include a small sample (2–3 leads)

Department: Finance & Business Strategy
Position Type: Independent Contractor / Consultant
Work Arrangement: Remote
Reports To: Business Owner / CEO
Engagement: Initial project with potential for ongoing monthly advisory
support

1. Position Overview

We are looking for a highly analytical, business-minded Financial
Analyst & Strategic Finance Advisor to help us understand our financial
position, improve profitability, and make better business decisions.

This is not a traditional bookkeeping role. We need a consultant who can
look beyond the accounting records, analyze the numbers, identify
patterns, challenge our assumptions, and provide clear recommendations
on what we should do next.

The right candidate will help us turn financial data into a practical
decision-making system. This includes building a financial dashboard,
analyzing revenue and expenses, monitoring cash flow, evaluating
profitability, forecasting future financial needs, and identifying
opportunities to improve business performance.

We want someone who will challenge our perspective rather than simply
agree with us. If the numbers show that a decision is financially
unsound, we expect you to explain why, present the evidence, and
recommend a better alternative.

The ultimate goal is to give ownership a clear, accurate, and actionable
picture of the business so we can make informed decisions about cash,
pricing, spending, hiring, investments, and growth.

2. What Success Looks Like

A successful consultant will help us answer these questions at any given
time:

- Financial position: How much money do we have available, and how
much is actually available to spend?
- Cash flow: How much money is coming in, how much is going out, and
when will cash become tight?
- Profitability: Which services, jobs, customers, and business
activities are generating the most profit?
- Upcoming obligations: How much money is already committed to labor,
vendors, equipment, rent, taxes, and other expenses?
- Revenue targets: How much revenue do we need to generate to cover
costs, achieve our target profit, and maintain adequate cash
reserves?
- Decision-making: Can we afford to hire someone, purchase equipment,
rent a facility, or take on a new project?
- Business direction: What are the biggest financial problems, and
what should we prioritize over the next 30, 60, and 90 days?

We do not want reports that simply explain what happened last month. We
want financial intelligence that helps us decide what to do next.

3. Key Responsibilities

A. Financial Analysis and Business Diagnosis

Review our existing financial information to understand the current
state of the business.

Responsibilities include:

- Analyze revenue, direct costs, gross profit, operating expenses, and
net profit.
- Review historical financial performance and identify trends,
inconsistencies, and areas of concern.
- Identify where money is being lost, wasted, tied up, or
underutilized.
- Determine which services, projects, customers, or activities
contribute most to profitability.
- Evaluate whether our current pricing, spending, and operating
structure make financial sense.
- Identify financial risks, cash-flow weaknesses, and opportunities
for improvement.
- Establish a baseline of the business’s current financial health.

Expected outcome: A clear assessment of where the business stands
financially, what is working, what is not working, and what needs to
change.

B. Financial Dashboard Development

Design and build a practical financial dashboard that gives ownership a
clear picture of business performance without having to manually analyze
multiple spreadsheets and reports.

The dashboard should be easy to understand, accurate, and useful for
making daily, weekly, and monthly decisions.

The dashboard should include the following components:

1. Financial Position

- Current bank balances and available cash.
- Outstanding customer payments and accounts receivable.
- Outstanding bills and accounts payable.
- Credit card balances, loans, and other financial obligations.
- Restricted, reserved, or otherwise committed cash, where applicable.
- Net available cash after accounting for known commitments.

2. Revenue and Profitability

- Revenue generated this month versus target.
- Gross profit and gross margin.
- Operating expenses.
- Net operating profit.
- Revenue and profit trends over time.
- Actual performance versus budget and forecast.

3. Upcoming Costs and Cash Commitments

- Upcoming labor payments.
- Scheduled job expenses and vendor payments.
- Equipment rentals, dumpster costs, and other operating commitments.
- Recurring monthly expenses.
- Tax obligations and debt payments.
- Projected cash requirements over the next 7, 14, 30, and 60 days.

4. Job and Service Profitability

Where job-level data is available, the dashboard should track:

- Contract value and revenue collected.
- Estimated versus actual labor costs.
- Estimated versus actual disposal, equipment, material, and
subcontractor costs.
- Gross profit and gross margin by job.
- Job cost overruns and margin differences.
- Unpaid customer balances and remaining collection requirements.

5. Financial Performance Indicators

- Break-even revenue.
- Target revenue required to achieve a desired profit.
- Gross margin by service or business unit.
- Operating expense ratio.
- Cash runway and minimum cash reserve requirements.
- Forecast versus actual cash position.
- Financial performance against established targets.

The consultant should recommend additional metrics based on the actual
business model and the quality of available data.

Expected outcome: One reliable source of financial truth that allows
ownership to quickly understand where the business stands and what
requires attention.

C. Cash-Flow Management and Forecasting

Help us understand not only profitability on paper, but also whether we
have the cash available to operate the business.

Responsibilities include:

- Build a rolling 13-week cash-flow forecast.
- Project expected customer collections and the timing of deposits.
- Map upcoming labor payments, vendor bills, debt payments, and
recurring expenses.
- Identify periods when cash shortages may occur.
- Evaluate the effect of delayed deposits, payment-processing
timelines, and bank transfers.
- Identify how much working capital the business needs to operate
reliably.
- Recommend practical strategies to improve cash conversion and
collections.
- Establish minimum cash reserves and financial warning thresholds.

Expected outcome: We should be able to anticipate cash shortages before
they happen rather than react when we cannot cover upcoming expenses.

D. Strategic Financial Advisory and Challenging Assumptions

This is one of the most important responsibilities of the role.

We need someone who can act as an independent financial thought partner
to ownership.

You will be expected to:

- Challenge financial assumptions and decisions that are not supported
by the numbers.
- Question expenses, investments, pricing decisions, hiring plans, and
growth strategies.
- Identify when revenue growth is not translating into meaningful
profit or cash.
- Present alternative scenarios before major financial commitments are
made.
- Explain the financial trade-offs between competing opportunities.
- Recommend which expenses should be reduced, maintained, or
increased.
- Identify whether a business problem is primarily related to pricing,
sales volume, direct costs, overhead, collections, or operational
efficiency.
- Tell us when the numbers do not support a proposed decision.
- Distinguish between facts, assumptions, estimates, and
recommendations.

For significant decisions, we expect an analysis that answers:

1. What decision are we considering?
2. What do the numbers tell us?
3. What assumptions are we making?
4. What are the financial risks?
5. What are the available alternatives?
6. What would you recommend, and why?
7. What results should we monitor after making the decision?

Expected outcome: Better decisions based on financial evidence,
independent judgment, and a clear understanding of risk and opportunity.

E. Budgeting, Forecasting, and Financial Planning

Develop a forward-looking financial plan that connects our revenue goals
to the actual financial requirements of operating the business.

Responsibilities include:

- Develop a monthly operating budget.
- Establish revenue, gross profit, operating expense, and profit
targets.
- Build base-case, conservative, and growth scenarios.
- Calculate the revenue needed to cover fixed costs and variable
expenses.
- Determine the impact of different sales volumes, pricing structures,
and cost assumptions.
- Evaluate whether proposed hires, equipment purchases, facilities, or
expansion plans are financially viable.
- Compare actual results against the budget and explain significant
variances.
- Recommend corrective actions when financial performance falls behind
plan.

Expected outcome: A realistic financial plan that shows what the
business needs to generate, spend, collect, and retain to reach its
goals.

F. Cost Analysis and Profit Improvement

Identify opportunities to increase profitability without unnecessarily
limiting growth.

Responsibilities include:

- Analyze labor costs and other direct costs as a percentage of
revenue.
- Evaluate vendor expenses, equipment rentals, disposal costs,
software subscriptions, and other overhead.
- Identify unnecessary spending and inefficient use of resources.
- Analyze job-level cost overruns and recurring margin problems.
- Review pricing structures and minimum acceptable profit margins.
- Determine whether certain services or projects are worth continuing.
- Quantify the potential financial impact of proposed improvements.

Recommendations should be supported by calculations wherever possible,
including the expected savings, additional profit, cash impact, and
implementation priorities.

G. Financial Reporting and Advisory Meetings

Translate financial information into concise reports and specific action
items.

Deliverables should include:

- Weekly financial snapshot highlighting cash, upcoming commitments,
and urgent risks.
- Monthly financial performance report.
- Monthly budget-versus-actual analysis.
- Updated cash-flow forecast.
- Profitability analysis and financial improvement opportunities.
- Recommendations for the next 30 days.
- A prioritized list of financial decisions requiring ownership’s
attention.

The consultant should be prepared to explain the numbers in plain
language rather than relying on accounting terminology.

4. Required Deliverables

Initial Engagement: Financial Visibility and Diagnostic

The first phase should focus on establishing a reliable financial
baseline and building the core decision-making tools.

Deliverable 1: Financial Health Assessment

- Review available financial records.
- Assess revenue, expenses, margins, cash flow, liabilities, and
financial reporting quality.
- Identify the five to ten most important financial issues or
opportunities.
- Recommend immediate corrective actions.

Deliverable 2: Financial Dashboard

- Build a functional dashboard using an appropriate tool, such as
Excel, Google Sheets, or Power BI.
- Establish clear metric definitions and data sources.
- Include current performance, targets, trends, and upcoming
commitments.
- Provide a simple process for updating the dashboard.
- Document data gaps and any assumptions used.

Deliverable 3: Cash-Flow Forecast

- Create a rolling 13-week cash-flow forecast.
- Include expected collections, planned payments, and known
obligations.
- Identify projected cash shortages and the actions needed to address
them.

Deliverable 4: Profitability and Cost Analysis

- Evaluate gross margin, operating expenses, and profitability.
- Analyze job or service profitability where the data supports it.
- Identify opportunities to improve margins and reduce unnecessary
costs.

Deliverable 5: Strategic Recommendations
Prepare a prioritized action plan outlining:

- Immediate actions for the next seven days.
- Priorities for the next 30 days.
- Improvements to implement over the next 60–90 days.
- Decisions that require additional information or ownership approval.

Ongoing Advisory Engagement

If the initial engagement is successful, the relationship may continue
with:

- Weekly financial reviews.
- Monthly financial reporting and forecasting.
- Dashboard updates and quality checks.
- Ongoing cash-flow monitoring.
- Analysis of major spending and investment decisions.
- Financial performance improvement recommendations.
- Periodic updates to the operating budget and business forecast.

5. Key Performance Indicators (KPIs)

The consultant will be evaluated on the quality, accuracy, usefulness,
and timeliness of their work.

-------------------------------------------------------------------------
KPI Expectation
----------------- -------------------------------------------------------
Financial Delivered, tested, and documented during the agreed
dashboard initial project timeline

Data accuracy Figures reconciled to source records, with
discrepancies and assumptions clearly documented

Cash-flow Rolling 13-week forecast established and updated at the
forecast agreed frequency

Financial Ownership can identify cash available, upcoming
visibility obligations, and key profitability measures

Financial Major revenue, cost, margin, and cash-flow issues
analysis identified and explained

Decision support Significant financial decisions supported by documented
analysis and alternatives

Actionable Recommendations prioritized by expected financial
recommendations impact, urgency, and implementation effort

Reporting Agreed weekly and monthly reports delivered on schedule
timeliness

Forecast quality Forecast-versus-actual differences tracked and used to
improve future projections
-------------------------------------------------------------------------

The consultant is not expected to control every business outcome.
However, they are accountable for providing rigorous analysis,
identifying risks early, and recommending measurable actions.

6. Required Qualifications and Experience

The ideal candidate should have:

- Demonstrated experience in financial analysis, FP&A, management
accounting, or strategic finance.
- Experience building financial dashboards and management reporting
systems.
- Strong knowledge of cash-flow forecasting, budgeting, and financial
modeling.
- Ability to analyze profit and loss statements, balance sheets, and
cash-flow statements.
- Experience evaluating gross margins, direct costs, operating
expenses, and break-even points.
- Strong Excel or Google Sheets skills, including formulas, pivot
tables, data validation, and financial models.
- Ability to work with accounting systems such as QuickBooks.
- Experience analyzing small-business financial performance and
translating findings into operational decisions.
- Strong analytical thinking, attention to detail, and independent
judgment.
- Excellent written communication skills and the ability to explain
financial findings to a business owner.

Experience with service businesses, field operations, job costing, or
multiple business units is a strong advantage.

A CPA, CFA, CMA, or relevant finance qualification is welcome but not
mandatory if the candidate demonstrates the required practical skills.

7. The Type of Person We Want

We are looking for someone who is:

Analytical: You investigate the numbers rather than accept them at face
value.

Commercially minded: You understand that financial performance must
connect to sales, pricing, labor, operations, and customer collections.

Independent: You can disagree professionally and support your position
with evidence.

Proactive: You identify issues before we ask about them.

Practical: You recommend actions that a business can realistically
implement, not just theoretical financial improvements.

Clear communicator: You can turn complicated financial information into
simple explanations and decisions.

Accountable: You verify your work, document assumptions, and communicate
when information is incomplete.

We value sound judgment and business insight more than
impressive-looking spreadsheets.

8. What This Role Is Not

This role is not intended to replace our bookkeeper or accounting
function.

The consultant will focus on financial analysis, forecasting, management
reporting, strategic recommendations, and decision support.

The bookkeeper or accounting team will remain responsible for
maintaining transaction records, categorizing transactions, reconciling
accounts, and supporting accurate financial statements.

The financial advisor must be able to identify when the underlying
accounting records are incomplete or unreliable and work with the
appropriate team to resolve those issues.

The consultant will advise ownership but will not independently
authorize payments, enter into contracts, or make material financial
commitments without approval.

9. Initial Assessment and Selection Process

As part of the hiring process, candidates may be asked to complete a
short, practical financial analysis exercise using sample or
appropriately anonymized business data.

The exercise should demonstrate the candidate’s ability to:

1. Analyze a basic profit and loss statement.
2. Identify potential cash-flow problems.
3. Calculate gross profit and gross margin.
4. Build a simple dashboard or financial summary.
5. Identify the most important financial risks.
6. Challenge a proposed business decision using the available numbers.
7. Present three to five prioritized recommendations.

We are particularly interested in how candidates think, what questions
they ask, and whether they can distinguish symptoms from root causes.

10. How to Apply

Please provide:

- A summary of your relevant experience.
- Examples of financial dashboards or models you have developed, with
confidential information removed.
- Your experience with QuickBooks, Excel, Google Sheets, and other
relevant tools.
- An example of a time you identified a financial problem or
challenged a business decision.
- Your proposed approach to the first 30 days of this engagement.
- Your hourly rate or proposed fixed fee for the initial diagnostic
and dashboard project.
- Your availability for ongoing advisory work.

11. Definition of Success

Success means ownership no longer has to guess about the financial
position of the business.

We should have a reliable view of our current cash, upcoming financial
commitments, actual profitability, projected revenue requirements, and
financial risks.

More importantly, we should have an advisor who can interpret those
numbers, challenge our assumptions, explain our options, and help us
make better decisions.

**We are not hiring someone simply to report the numbers. We are hiring
someone to help us understand what the numbers mean, what we should do
about them, and how to build a more profitable and financially stable
busi

Department: Finance & Business Strategy
Position Type: Independent Contractor / Consultant
Work Arrangement: Remote
Reports To: Business Owner / CEO
Engagement: Initial project with potential for ongoing monthly advisory
support

1. Position Overview

We are looking for a highly analytical, business-minded Financial
Analyst & Strategic Finance Advisor to help us understand our financial
position, improve profitability, and make better business decisions.

This is not a traditional bookkeeping role. We need a consultant who can
look beyond the accounting records, analyze the numbers, identify
patterns, challenge our assumptions, and provide clear recommendations
on what we should do next.

The right candidate will help us turn financial data into a practical
decision-making system. This includes building a financial dashboard,
analyzing revenue and expenses, monitoring cash flow, evaluating
profitability, forecasting future financial needs, and identifying
opportunities to improve business performance.

We want someone who will challenge our perspective rather than simply
agree with us. If the numbers show that a decision is financially
unsound, we expect you to explain why, present the evidence, and
recommend a better alternative.

The ultimate goal is to give ownership a clear, accurate, and actionable
picture of the business so we can make informed decisions about cash,
pricing, spending, hiring, investments, and growth.

2. What Success Looks Like

A successful consultant will help us answer these questions at any given
time:

- Financial position: How much money do we have available, and how
much is actually available to spend?
- Cash flow: How much money is coming in, how much is going out, and
when will cash become tight?
- Profitability: Which services, jobs, customers, and business
activities are generating the most profit?
- Upcoming obligations: How much money is already committed to labor,
vendors, equipment, rent, taxes, and other expenses?
- Revenue targets: How much revenue do we need to generate to cover
costs, achieve our target profit, and maintain adequate cash
reserves?
- Decision-making: Can we afford to hire someone, purchase equipment,
rent a facility, or take on a new project?
- Business direction: What are the biggest financial problems, and
what should we prioritize over the next 30, 60, and 90 days?

We do not want reports that simply explain what happened last month. We
want financial intelligence that helps us decide what to do next.

3. Key Responsibilities

A. Financial Analysis and Business Diagnosis

Review our existing financial information to understand the current
state of the business.

Responsibilities include:

- Analyze revenue, direct costs, gross profit, operating expenses, and
net profit.
- Review historical financial performance and identify trends,
inconsistencies, and areas of concern.
- Identify where money is being lost, wasted, tied up, or
underutilized.
- Determine which services, projects, customers, or activities
contribute most to profitability.
- Evaluate whether our current pricing, spending, and operating
structure make financial sense.
- Identify financial risks, cash-flow weaknesses, and opportunities
for improvement.
- Establish a baseline of the business’s current financial health.

Expected outcome: A clear assessment of where the business stands
financially, what is working, what is not working, and what needs to
change.

B. Financial Dashboard Development

Design and build a practical financial dashboard that gives ownership a
clear picture of business performance without having to manually analyze
multiple spreadsheets and reports.

The dashboard should be easy to understand, accurate, and useful for
making daily, weekly, and monthly decisions.

The dashboard should include the following components:

1. Financial Position

- Current bank balances and available cash.
- Outstanding customer payments and accounts receivable.
- Outstanding bills and accounts payable.
- Credit card balances, loans, and other financial obligations.
- Restricted, reserved, or otherwise committed cash, where applicable.
- Net available cash after accounting for known commitments.

2. Revenue and Profitability

- Revenue generated this month versus target.
- Gross profit and gross margin.
- Operating expenses.
- Net operating profit.
- Revenue and profit trends over time.
- Actual performance versus budget and forecast.

3. Upcoming Costs and Cash Commitments

- Upcoming labor payments.
- Scheduled job expenses and vendor payments.
- Equipment rentals, dumpster costs, and other operating commitments.
- Recurring monthly expenses.
- Tax obligations and debt payments.
- Projected cash requirements over the next 7, 14, 30, and 60 days.

4. Job and Service Profitability

Where job-level data is available, the dashboard should track:

- Contract value and revenue collected.
- Estimated versus actual labor costs.
- Estimated versus actual disposal, equipment, material, and
subcontractor costs.
- Gross profit and gross margin by job.
- Job cost overruns and margin differences.
- Unpaid customer balances and remaining collection requirements.

5. Financial Performance Indicators

- Break-even revenue.
- Target revenue required to achieve a desired profit.
- Gross margin by service or business unit.
- Operating expense ratio.
- Cash runway and minimum cash reserve requirements.
- Forecast versus actual cash position.
- Financial performance against established targets.

The consultant should recommend additional metrics based on the actual
business model and the quality of available data.

Expected outcome: One reliable source of financial truth that allows
ownership to quickly understand where the business stands and what
requires attention.

C. Cash-Flow Management and Forecasting

Help us understand not only profitability on paper, but also whether we
have the cash available to operate the business.

Responsibilities include:

- Build a rolling 13-week cash-flow forecast.
- Project expected customer collections and the timing of deposits.
- Map upcoming labor payments, vendor bills, debt payments, and
recurring expenses.
- Identify periods when cash shortages may occur.
- Evaluate the effect of delayed deposits, payment-processing
timelines, and bank transfers.
- Identify how much working capital the business needs to operate
reliably.
- Recommend practical strategies to improve cash conversion and
collections.
- Establish minimum cash reserves and financial warning thresholds.

Expected outcome: We should be able to anticipate cash shortages before
they happen rather than react when we cannot cover upcoming expenses.

D. Strategic Financial Advisory and Challenging Assumptions

This is one of the most important responsibilities of the role.

We need someone who can act as an independent financial thought partner
to ownership.

You will be expected to:

- Challenge financial assumptions and decisions that are not supported
by the numbers.
- Question expenses, investments, pricing decisions, hiring plans, and
growth strategies.
- Identify when revenue growth is not translating into meaningful
profit or cash.
- Present alternative scenarios before major financial commitments are
made.
- Explain the financial trade-offs between competing opportunities.
- Recommend which expenses should be reduced, maintained, or
increased.
- Identify whether a business problem is primarily related to pricing,
sales volume, direct costs, overhead, collections, or operational
efficiency.
- Tell us when the numbers do not support a proposed decision.
- Distinguish between facts, assumptions, estimates, and
recommendations.

For significant decisions, we expect an analysis that answers:

1. What decision are we considering?
2. What do the numbers tell us?
3. What assumptions are we making?
4. What are the financial risks?
5. What are the available alternatives?
6. What would you recommend, and why?
7. What results should we monitor after making the decision?

Expected outcome: Better decisions based on financial evidence,
independent judgment, and a clear understanding of risk and opportunity.

E. Budgeting, Forecasting, and Financial Planning

Develop a forward-looking financial plan that connects our revenue goals
to the actual financial requirements of operating the business.

Responsibilities include:

- Develop a monthly operating budget.
- Establish revenue, gross profit, operating expense, and profit
targets.
- Build base-case, conservative, and growth scenarios.
- Calculate the revenue needed to cover fixed costs and variable
expenses.
- Determine the impact of different sales volumes, pricing structures,
and cost assumptions.
- Evaluate whether proposed hires, equipment purchases, facilities, or
expansion plans are financially viable.
- Compare actual results against the budget and explain significant
variances.
- Recommend corrective actions when financial performance falls behind
plan.

Expected outcome: A realistic financial plan that shows what the
business needs to generate, spend, collect, and retain to reach its
goals.

F. Cost Analysis and Profit Improvement

Identify opportunities to increase profitability without unnecessarily
limiting growth.

Responsibilities include:

- Analyze labor costs and other direct costs as a percentage of
revenue.
- Evaluate vendor expenses, equipment rentals, disposal costs,
software subscriptions, and other overhead.
- Identify unnecessary spending and inefficient use of resources.
- Analyze job-level cost overruns and recurring margin problems.
- Review pricing structures and minimum acceptable profit margins.
- Determine whether certain services or projects are worth continuing.
- Quantify the potential financial impact of proposed improvements.

Recommendations should be supported by calculations wherever possible,
including the expected savings, additional profit, cash impact, and
implementation priorities.

G. Financial Reporting and Advisory Meetings

Translate financial information into concise reports and specific action
items.

Deliverables should include:

- Weekly financial snapshot highlighting cash, upcoming commitments,
and urgent risks.
- Monthly financial performance report.
- Monthly budget-versus-actual analysis.
- Updated cash-flow forecast.
- Profitability analysis and financial improvement opportunities.
- Recommendations for the next 30 days.
- A prioritized list of financial decisions requiring ownership’s
attention.

The consultant should be prepared to explain the numbers in plain
language rather than relying on accounting terminology.

4. Required Deliverables

Initial Engagement: Financial Visibility and Diagnostic

The first phase should focus on establishing a reliable financial
baseline and building the core decision-making tools.

Deliverable 1: Financial Health Assessment

- Review available financial records.
- Assess revenue, expenses, margins, cash flow, liabilities, and
financial reporting quality.
- Identify the five to ten most important financial issues or
opportunities.
- Recommend immediate corrective actions.

Deliverable 2: Financial Dashboard

- Build a functional dashboard using an appropriate tool, such as
Excel, Google Sheets, or Power BI.
- Establish clear metric definitions and data sources.
- Include current performance, targets, trends, and upcoming
commitments.
- Provide a simple process for updating the dashboard.
- Document data gaps and any assumptions used.

Deliverable 3: Cash-Flow Forecast

- Create a rolling 13-week cash-flow forecast.
- Include expected collections, planned payments, and known
obligations.
- Identify projected cash shortages and the actions needed to address
them.

Deliverable 4: Profitability and Cost Analysis

- Evaluate gross margin, operating expenses, and profitability.
- Analyze job or service profitability where the data supports it.
- Identify opportunities to improve margins and reduce unnecessary
costs.

Deliverable 5: Strategic Recommendations
Prepare a prioritized action plan outlining:

- Immediate actions for the next seven days.
- Priorities for the next 30 days.
- Improvements to implement over the next 60–90 days.
- Decisions that require additional information or ownership approval.

Ongoing Advisory Engagement

If the initial engagement is successful, the relationship may continue
with:

- Weekly financial reviews.
- Monthly financial reporting and forecasting.
- Dashboard updates and quality checks.
- Ongoing cash-flow monitoring.
- Analysis of major spending and investment decisions.
- Financial performance improvement recommendations.
- Periodic updates to the operating budget and business forecast.

5. Key Performance Indicators (KPIs)

The consultant will be evaluated on the quality, accuracy, usefulness,
and timeliness of their work.

-------------------------------------------------------------------------
KPI Expectation
----------------- -------------------------------------------------------
Financial Delivered, tested, and documented during the agreed
dashboard initial project timeline

Data accuracy Figures reconciled to source records, with
discrepancies and assumptions clearly documented

Cash-flow Rolling 13-week forecast established and updated at the
forecast agreed frequency

Financial Ownership can identify cash available, upcoming
visibility obligations, and key profitability measures

Financial Major revenue, cost, margin, and cash-flow issues
analysis identified and explained

Decision support Significant financial decisions supported by documented
analysis and alternatives

Actionable Recommendations prioritized by expected financial
recommendations impact, urgency, and implementation effort

Reporting Agreed weekly and monthly reports delivered on schedule
timeliness

Forecast quality Forecast-versus-actual differences tracked and used to
improve future projections
-------------------------------------------------------------------------

The consultant is not expected to control every business outcome.
However, they are accountable for providing rigorous analysis,
identifying risks early, and recommending measurable actions.

6. Required Qualifications and Experience

The ideal candidate should have:

- Demonstrated experience in financial analysis, FP&A, management
accounting, or strategic finance.
- Experience building financial dashboards and management reporting
systems.
- Strong knowledge of cash-flow forecasting, budgeting, and financial
modeling.
- Ability to analyze profit and loss statements, balance sheets, and
cash-flow statements.
- Experience evaluating gross margins, direct costs, operating
expenses, and break-even points.
- Strong Excel or Google Sheets skills, including formulas, pivot
tables, data validation, and financial models.
- Ability to work with accounting systems such as QuickBooks.
- Experience analyzing small-business financial performance and
translating findings into operational decisions.
- Strong analytical thinking, attention to detail, and independent
judgment.
- Excellent written communication skills and the ability to explain
financial findings to a business owner.

Experience with service businesses, field operations, job costing, or
multiple business units is a strong advantage.

A CPA, CFA, CMA, or relevant finance qualification is welcome but not
mandatory if the candidate demonstrates the required practical skills.

7. The Type of Person We Want

We are looking for someone who is:

Analytical: You investigate the numbers rather than accept them at face
value.

Commercially minded: You understand that financial performance must
connect to sales, pricing, labor, operations, and customer collections.

Independent: You can disagree professionally and support your position
with evidence.

Proactive: You identify issues before we ask about them.

Practical: You recommend actions that a business can realistically
implement, not just theoretical financial improvements.

Clear communicator: You can turn complicated financial information into
simple explanations and decisions.

Accountable: You verify your work, document assumptions, and communicate
when information is incomplete.

We value sound judgment and business insight more than
impressive-looking spreadsheets.

8. What This Role Is Not

This role is not intended to replace our bookkeeper or accounting
function.

The consultant will focus on financial analysis, forecasting, management
reporting, strategic recommendations, and decision support.

The bookkeeper or accounting team will remain responsible for
maintaining transaction records, categorizing transactions, reconciling
accounts, and supporting accurate financial statements.

The financial advisor must be able to identify when the underlying
accounting records are incomplete or unreliable and work with the
appropriate team to resolve those issues.

The consultant will advise ownership but will not independently
authorize payments, enter into contracts, or make material financial
commitments without approval.

9. Initial Assessment and Selection Process

As part of the hiring process, candidates may be asked to complete a
short, practical financial analysis exercise using sample or
appropriately anonymized business data.

The exercise should demonstrate the candidate’s ability to:

1. Analyze a basic profit and loss statement.
2. Identify potential cash-flow problems.
3. Calculate gross profit and gross margin.
4. Build a simple dashboard or financial summary.
5. Identify the most important financial risks.
6. Challenge a proposed business decision using the available numbers.
7. Present three to five prioritized recommendations.

We are particularly interested in how candidates think, what questions
they ask, and whether they can distinguish symptoms from root causes.

10. How to Apply

Please provide:

- A summary of your relevant experience.
- Examples of financial dashboards or models you have developed, with
confidential information removed.
- Your experience with QuickBooks, Excel, Google Sheets, and other
relevant tools.
- An example of a time you identified a financial problem or
challenged a business decision.
- Your proposed approach to the first 30 days of this engagement.
- Your hourly rate or proposed fixed fee for the initial diagnostic
and dashboard project.
- Your availability for ongoing advisory work.

11. Definition of Success

Success means ownership no longer has to guess about the financial
position of the business.

We should have a reliable view of our current cash, upcoming financial
commitments, actual profitability, projected revenue requirements, and
financial risks.

More importantly, we should have an advisor who can interpret those
numbers, challenge our assumptions, explain our options, and help us
make better decisions.

**We are not hiring someone simply to report the numbers. We are hiring
someone to help us understand what the numbers mean, what we should do
about them, and how to build a more profitable and financially stable
busi

I am preparing a direct outreach campaign and need a clean, up-to-date spreadsheet of the leading M&A intermediaries that regularly place mid-sized private businesses on the market. My priority regions are the United Arab Emirates (with particular focus on Dubai and Abu Dhabi), Australia and key European hubs, followed by any other English-speaking jurisdictions you identify.

The list must include firms that sell mid-sized private businesses as well as reputable business brokers and specialist M&A advisory houses; large investment banks are not my target. Within those firms I need the decision-makers—typically partners, managing directors or heads of origination—together with their direct email addresses (no info@ aliases) and, where available, phone numbers or LinkedIn URLs.

Although my ultimate acquisition brief centres on wholesale, B2B distribution businesses with at least AUD 3 million in annual net profit—ideally in the health & wellbeing space—please capture every intermediary who routinely handles deals in that size bracket; sector specialisation is a nice-to-have, not mandatory.

Deliverables
• An Excel or Google Sheets file with the following columns: Firm Name, City/Country, Website, Contact Name, Job Title, Direct Email, Phone/LinkedIn (if available), Notes on Sector Focus or Recent Deals
• Sources or scrape methodology documented on a separate tab so I can verify accuracy and refresh the data later.

I am happy to answer clarifying questions promptly and can review a small sample before you scale the scrape.

Skills: Data Entry, Excel, Web Search, Market Research, Data Scraping, Google Sheets, Data Collection, Data Management

Our platform lets teams run native iOS and Android apps instantly in the browser, with no devices or local emulators required. It's used across the entire app lifecycle: developers and QA for testing and debugging, product teams for reviews, sales and marketing for interactive demos and embedded app previews, support teams for troubleshooting, training teams for onboarding, and increasingly AI agents that need access to mobile environments.

We're building a lean, high-leverage growth operation: specialist freelancers and fractional operators, led by one Growth GM who makes the whole machine produce useful output every day.

The role

You'll own our entire growth function: the integrated plan, the scorecard, prioritization, handoffs, budget recommendations, and the approval queue across acquisition, content, conversion, revenue, customer learning, and operations. Specialists execute their lanes. You make sure the right work gets done, that it reaches the right persona, and that every insight from one lane is reused everywhere else.

Because Appetize serves several buyer personas and use cases, a big part of this job is knowing which persona, use case, and message to lead with in each channel and account.

Everything you'll oversee

1. Growth strategy and operations

Master growth plan: one plan spanning pipeline, traffic, conversion, content, distribution, outbound, paid, partnerships, enterprise sales, and expansion, with every initiative tracked by owner, KPI, status, yesterday's result, today's action, blocker, and approval needed.

Cross-channel orchestration: turning each winning idea into a coordinated push across SEO, content, landing pages, social, community, outbound, paid, PR, partnerships, and lifecycle by project managing a number of other freelancers and specialists

Daily command center: by 8–9 AM, an executive summary, an approval queue, and updates on social, outbound, SEO/content, paid, and experiments after internal discussions and pulling results from dashboards.

Weekly growth meeting: 30-60 minute meeting, with recommendations prepared in advance on what worked, what didn't, what we learned about the ICP and messaging, the three to five biggest bets, and where to move budget.

Monthly scorecard: reporting on business outcomes, not tool metrics.

Team management: directing and helping hire the SEO/GEO specialist, technical content writer, social and community specialist, outbound specialist, paid growth specialist, growth ops/RevOps lead, and partnerships/comms lead, plus our growth developer, a fractional designer, and a PR freelancer.

Personal to-do integration: folding leadership's ongoing growth tasks into the team's daily cadences and checklists.

2. Search and content (oversee specialist)

SEO and content strategy (Ahrefs, Letaido, GSC, GA4): high-intent keywords, content gaps, technical SEO, rankings, backlinks, and daily actions.

AI search / GEO (AthenaHQ): AI share of voice, citations in AI answers, citation gaps, prompt opportunities, and competitor visibility.

Technical content (ChatGPT/Claude, CMS, Ahrefs briefs): landing pages, comparison pages, and blogs built from SEO briefs and real buyer language.

Content refresh and pruning (Ahrefs, GSC, CMS): updating, consolidating, redirecting, and retiring underperforming content to protect existing traffic.

3. Website and conversion (oversee specialist)

Website and landing pages (site stack, GA4, Microsoft Clarity): fast campaign pages, including enterprise and account-specific pages.

CRO and experimentation: a prioritized test backlog covering landing pages, CTAs, forms, and messaging.
Creative and design (Figma): paid creative, social visuals, landing-page assets, diagrams, and event collateral.

4. Social, video, and community (oversee specialist + coordinate)

LinkedIn content (Taplio): daily posts, content ideas, and engagement lists.

X and cross-social (Typefully): posts, threads, scheduling, and the content calendar.

Social engagement: 5–10 prioritized ICP posts per day with drafted comments, from a rolling pool of 50–100 posts, aimed at the right personas and target accounts.

Video (Riverside, Descript): one video per day, including CLI debugging, product demos, tutorials, AI use cases showing Appetize, Demosmith-scripted videos, and humorous, personality-driven content, repurposed across LinkedIn, X, Instagram, and other platforms.

Developer community (Common Room, Reddit, DEV, GitHub): helpful participation in relevant conversations, with intent signals, including from existing customers, routed to sales and marketing.

5. Outbound (oversee specialist + coordinate)

Prospect research workflows (Sales Navigator, Clay): around 200 new ICP prospects per day, enriched and segmented by persona and use case, with dedicated named-account plays.

LinkedIn outbound (HeyReach): connection and message sequences, plus reply management.

Cold email (Smartlead): sequences, inbox rotation, deliverability, and reply tracking, so positive responses become booked meetings.

6. Paid (oversee specialist)

Paid search (Google Ads): search, competitor, and retargeting campaigns.
Paid social (LinkedIn Ads): ICP and account-based targeting for new, enterprise, and expansion accounts, plus retargeting.
Paid reporting (GA4, Looker Studio): daily spend, conversions, winners, and losers, with budget shifted toward what works and proven outbound messaging reused as creative.

7. Lifecycle, customers, and revenue (oversee specialist + coordinate)

CRM (HubSpot): leads, lifecycle stages, opportunities, and attribution.

Lifecycle and nurture email (HubSpot Marketing Hub): trial and inbound nurture, newsletter, event follow-up, reactivation, and customer programs that drive adoption and expansion.

Land and expand: mapping account org structures, working with champions, tracking usage and adoption signals, running business reviews, and building tailored expansion plays.

Sales enablement: battlecards, competitor comparisons, objection handling, one-pagers, and proof points sales can use immediately.

Reviews and customer proof (G2, Senja): reviews, testimonials, case studies, and enterprise and expansion success stories.

Advocacy and referrals (HubSpot, Senja): references, referrals, and active advocates, adding dedicated referral tooling when needed.

Voice of customer: pain points, objections, buyer language, and win/loss insights from sales, support, and account management, captured in a shared repository and fed into every channel's messaging.

8. Partnerships, PR, and events (oversee specialist + coordinate)

Partnerships (Crossbeam, HubSpot, cold outreach to platforms and other good partner channels): account overlap, co-selling, integrations, and co-marketing with relevant AI and dev-tool companies.

PR and earned media (Muck Rack or Prowly, Ahrefs): relationships with journalists, podcasts, and newsletters; trend pitches; product launch communications; and earned citations that strengthen SEO and AI search.

Events and webinars (Luma, HubSpot, Zoom): ICP, executive, and customer-focused sessions, with registration, reminders, lead capture, and fast follow-up.

9. Data and automation (oversee specialist + coordinate)

Growth ops and data hygiene (HubSpot, n8n, Google Sheets): UTM standards, lifecycle stages, lead routing, naming conventions, deduplication, and account hierarchies that support land-and-expand tracking.

Revenue attribution (HubSpot, GA4, Looker Studio): tying every channel to meetings, opportunities, pipeline, closed-won, and expansion revenue.

Automation (n8n): connecting tools, moving data, and automating reports and alerts.

Executive dashboard (Google Sheets, Looker Studio): one daily view, including spend, freelancer cost, cost per opportunity, and channel ROI.

What you'll be measured on

-Acquisition: organic, paid, AI referral, and community/referral traffic; outbound positive responses.
-Conversion: trial starts, demo requests, visitor-to-conversion rate, and landing-page conversion rates.
-Pipeline: meetings booked, opportunities by channel, pipeline dollars, and CAC/CPL.
-Net new/expansion enterprise opportunities identified
-Brand and distribution: LinkedIn/X reach and engagement, AI share of voice, referring domains, earned media, and community mentions.
-Efficiency: spend, freelancer cost, cost per opportunity, and channel ROI.

What we're looking for:

-You've led multichannel growth at a B2B SaaS company and can point to pipeline and revenue results, not just traffic or engagement.
-You've marketed a product with multiple buyer personas or use cases and know how to segment messaging so each one lands, from engineers to support and sales leaders to enterprise executives.
-You understand SEO, content, paid, cold outbound, LinkedIn, CRO, marketing automation, analytics, and B2B pipeline well enough to challenge specialists.
-You've supported or run enterprise sales motions and account expansion.
-You've managed freelancers or fractional teams and kept them shipping daily.
-You're comfortable with automation and AI-driven workflows, and you use them to reduce manual reporting.
-You write clearly and make decisions quickly with incomplete data.
- You can build and run our growth operating system in Asana (or a comparable tool), including initiatives, recurring daily tasks for every lane, a single leadership approval queue, and a hiring pipeline.

Engagement
10-25 hours a week long-term, reporting directly to leadership.

We would start with a paid two-week trial to set up the master plan and daily command center for two or three priority lanes, deliver the first morning briefs, and bring your recommendations on where to focus first.

To apply
Start your proposal with the word "flywheel" so we know you read this. Then briefly provide some examples of past engagements that are relevant in the B2B SaaS space and what you did during these engagements.

Short, specific answers beat long ones. Proposals without the keyword won't be reviewed. Thank you for applying!

I have a collection of images and scanned documents that hold names, phone numbers, email addresses, and similar contact details. I need each record transcribed with care into a pre-formatted Google Sheets file that I will share at the start of the project.

Accuracy matters more than speed, but the sheet does have to be ready by the agreed deadline. Please follow the field order exactly, keep spacing consistent, and double-check spellings before you mark a row complete. Where a line is unclear, leave a short note in the comments column so I can review it quickly.

Occasionally a PDF version of the same document appears in the batch; when that happens, simply convert the PDF to Word, extract the contacts, and continue filling the Google Sheet. No additional design or formatting beyond clean, readable text is required.

Deliverable
• One Google Sheets file fully populated with every name and contact detail from the supplied images, scans, and PDFs, with no blank rows and no typos.

I will review the sheet against the originals and release approval once the totals match, the data aligns with the template headings, and spot checks show 100 % accuracy.

Skills: Data Processing, Data Entry, Excel, Transcription, PDF, Typing, Google Sheets, Data Management

We are looking for an experienced, hands-on packaging compliance specialist to help us prepare the packaging of approximately 10 products for compliance with the EU Packaging and Packaging Waste Regulation (PPWR), Regulation (EU) 2025/40.

We need someone who can move quickly, work directly with our manufacturers and turn their packaging information into complete, reviewed compliance documentation.

Scope of work

1. Create a manufacturer data collection template

Develop a clear, reusable Excel or Google Sheets template that our manufacturers can complete for each product and its packaging components.

The template should capture all information and supporting evidence needed for the applicable PPWR assessment, including packaging materials, composition, weights, dimensions, supplier details, relevant substance declarations and available test reports. It should cover primary, secondary and transport packaging where applicable.

Include straightforward instructions so manufacturers understand exactly what they need to provide.

2. Coordinate with manufacturers and review their submissions

- Guide our manufacturers through the information requirements.
- Review completed sheets and supporting documents for accuracy, completeness and consistency.
- Follow up directly on missing information or unclear answers.
- Identify compliance gaps, additional testing needs and any required packaging changes.
- Clearly distinguish requirements currently applicable from those taking effect later.

3. Prepare technical documentation and declarations of conformity

- Compile an organised technical documentation package covering the packaging of all 10 products.
- Prepare the relevant EU Declarations of Conformity in accordance with the PPWR, ready for our review and signature once conformity has been demonstrated.
- Confirm the appropriate responsible legal entity and signatory, and explain how declarations should be structured by packaging type.
- Provide a concise status overview showing what is complete and any outstanding actions.

Expected deliverables

- A reusable manufacturer questionnaire in Excel or Google Sheets.
- Reviewed and completed packaging data sheets for all 10 products.
- A compliance assessment and gap list with clear corrective actions.
- Supporting technical documentation.
- EU Declarations of Conformity ready for signature where the evidence supports compliance.
- A short handover explaining how to maintain and update the documentation.

Who we are looking for

You should have substantial practical experience with EU packaging compliance and demonstrable knowledge of the PPWR, including technical documentation and EU Declarations of Conformity.

Experience working directly with international manufacturers is essential. Experience with cosmetics, oral care or consumer goods packaging is a strong advantage.

We value speed, clear communication and thorough execution. Please apply only if you can independently manage the process from manufacturer data collection through to final documentation.


We are ready to start immediately!

B2B Lead Generation Specialist – Global Recruitment Agency Partnerships

About Hire Grow Staffing

Hire Grow Staffing is a recruitment agency seeking to build partnerships with companies and organizations worldwide across multiple industries. We are looking for a proactive freelancer who can approach company decision-makers, generate genuine interest in our recruitment services, and arrange meetings with potential clients.

Responsibilities

- Identify companies worldwide that may need recruitment and staffing services.
- Contact decision-makers, including HR Directors, Talent Acquisition Managers, Recruitment Managers, business owners, and hiring managers.
- Conduct professional outreach using your own LinkedIn account.
- Use an active LinkedIn Recruiter Lite or Sales Navigator subscription. At least one is required.
- Introduce Hire Grow Staffing and explain our recruitment services.
- Arrange online meetings between interested company representatives and our agency founder.
- Follow up professionally with prospects to help convert interest into signed recruitment partnerships.

Payment: $100–$300 per Successful Company Partnership

Earn $100 to $300 for each successful company partnership, depending on the value of the recruitment services contract signed with Hire Grow Staffing.

- **$100:** Lower-value recruitment contract.
- **$200:** Mid-value recruitment contract.
- **$300:** Higher-value recruitment contract.

The applicable payment tier and qualifying contract-value thresholds will be agreed in writing before outreach begins.

Payment is earned only when a company you introduced signs a recruitment services agreement with Hire Grow Staffing. Arranging a meeting alone does not qualify for payment.

Requirements

- Proven experience in B2B lead generation, LinkedIn outreach, appointment setting, or business development.
- An active LinkedIn Recruiter Lite or Sales Navigator subscription.
- Excellent written English and professional communication skills.
- Ability to approach genuine decision-makers across international markets and industries.
- Experience arranging meetings with business owners, HR leaders, or other company representatives.
- A professional approach to outreach and follow-ups.

How It Works

1. Identify suitable companies and decision-makers.
2. Contact them through LinkedIn and introduce our recruitment services.
3. Arrange an online meeting when a company representative expresses genuine interest.
4. Our founder discusses the opportunity and handles contract negotiations.
5. Receive $100–$300when the introduced company signs a recruitment agreement, according to the agreed payment tier.

Simple and Results-Focused

No Google Sheets, candidate profiles, or detailed lead reports are required. Your primary responsibility is to approach potential clients, generate genuine interest, and arrange meetings that can lead to signed recruitment partnerships.

We look forward to working with a motivated business development professional who can help us build lasting international recruitment partnerships.

Looking for a reliable virtual assistant in the USA to support a business owner managing multiple businesses. Responsibilities include handling Gmail, maintaining calendars, posting on Instagram and LinkedIn, and organizing finances. You should be a quick learner, takes feedback well, have English as your first language, and be comfortable communicating with clients about appointments, messages or resoolving issues, maintaining Google spreadshsets and creating google docs. This role starts at 15 hours per week, about 3 hours a day Monday through Friday, with potential to grow to 30 hours in 6 months. Your should have your own computer (desktop or laptop) that has access to internet and google gmail, shsets, docs. Please do not apply if you are not familiar with Google sheets and with Google docs.

I’m looking for a reliable and detail-oriented Market Research Operations team member to support me on ongoing qualitative market research projects.

This role focuses on written communication, participant coordination, screening, quota management, and administrative support for live qualitative research studies with clients such as Kantar, Nestlé and Western Union. You’ll work closely with me to ensure projects run smoothly and participant criteria are met accurately.

This will start as a 1-month trial. If the collaboration goes well and project volume remains consistent, there is strong potential for long-term work.

Key Responsibilities

Reviewing research project requirements and participant criteria

Communicating clearly and professionally with potential participants

Sending screeners and following up when required

Organising and reviewing screener responses based on quota requirements

Tracking qualified vs non-qualified participants accurately

Identifying quota gaps and helping fill them

Maintaining clean records (Google Sheets / Excel)

Closing completed contracts and leaving reviews when required

Occasionally conducting short verification calls via Upwork with participants when authenticity or communication quality needs confirmation

Most communication is written. Calls will be limited and only used when necessary.

Requirements

Excellent English communication skills (written and spoken)

Strong attention to detail and organisational skills

Comfortable handling administrative and coordination tasks

Able to follow instructions precisely and manage multiple small tasks

Reliable, professional, and responsive

Experience in market research, recruitment, operations, or virtual assistance is a strong plus.

Compensation & Engagement

Monthly retainer: USD 400, depending on experience and communication quality

Payment structure: Fixed monthly amount

Engagement type: Trial-based, outcome-focused support

This is an outcome-focused role. No time tracking is required.

How to Apply

Please include:

A short introduction about yourself

Your experience with similar work

Applications without a short written introduction (or clearly AI-generated introductions) will not be considered.

I want a clean, well-structured Excel workbook that captures every public review ever posted for Good Beer Spa on both of these pages:
• Google Maps – https://maps.app.goo.gl/Yt7GHQFUCLp4nBdS6
• TripAdvisor – https://www.tripadvisor.com/Attraction_Review-g188644-d23444373-Reviews-Good_Beer_Spa-Brussels.html

Please pull the reviewer’s display name, the star rating, the written comment and the closest available date for each entry. Images, profile photos, likes or other meta-data are not needed.

Workbook structure
– One sheet titled “Google Maps” and one titled “TripAdvisor”.
– Within each sheet, list the reviews in true chronological order, starting with the very first (oldest to newest).
– Leave no reviews out, regardless of language; copy the original text exactly as it appears.

Deliverable
An .xlsx file ready to open in Excel or Google Sheets that meets the structure above and contains complete data for both platforms. No additional formatting is required beyond clear column headings.

Skills: Data Processing, Data Entry, Excel, Web Scraping, Web Search, Data Analysis, Data Collection, Data Management

Looking for a reliable and detail-oriented Data Entry Virtual Assistant to help me transfer data from Excel spreadsheets into a CRM system and maintain accurate, organized, and up-to-date records.
I need someone who is comfortable working with Excel files, Google Sheets, CRM databases, and routine data management tasks.

I need a concise yet reliable calculation of how much electricity our air-conditioning system consumes each month and what that translates to on the utility bill. You will receive a datasheet for the cooling units on site along with their numbers together with its cooling capacity and manufacturer-stated power draw. As well as area for each facility.

Because our plant does not keep the air conditioners running at a fixed schedule, the model has to accommodate variable operating hours that change with weather and production load. I will supply recent run-time logs and ambient temperature data so you can weight each unit’s contribution realistically.

What I expect from you
• A clear method—preferably in Excel or Google Sheets—where I can plug updated hours and tariff rates and instantly see kWh consumption and cost for the month.
• A short written summary (PDF or Word) explaining the formulas, assumptions on part-load efficiency if you use any, and a quick sensitivity check showing how costs rise or fall with longer operating hours.

If you are comfortable incorporating local electricity tariff structures (step rates and demand charges) please mention it, as that will make the estimate even more meaningful.

Skills: Engineering, Excel, Mechanical Engineering, Electrical Engineering, Mathematics, Statistical Analysis, Data Visualization, Data Analysis, Energy Auditing

Job type: Part-time, freelance
Experience level: Intermediate
Hourly budget: £7–£10
Initial hours: 6–8 hours per week
Duration: Initial 2-week paid trial, with potential for ongoing work
Location: Remote, worldwide

Job Overview

We are a UK-based business developing strategic partnerships with AI-data, data annotation, AI model training and outsourcing companies.

We have already identified an initial list of target companies. We are looking for a skilled researcher who can identify the right decision-makers, obtain and verify professional business contact information, and build an accurate database for our outreach team.

This is primarily a contact research and data enrichment role, not a general market research position.

Key Responsibilities

Research AI-data companies, annotation providers, AI evaluation businesses and outsourcing firms.

Identify relevant decision-makers, including Vendor Managers, Project Managers, Heads of Data Operations, Partnerships Managers, Delivery Directors and Founders.

Find and verify professional LinkedIn profiles and business email addresses.

Use permitted public sources, company directories and licensed B2B databases to collect accurate business information.

Research supplier directories, industry events, exhibitor lists and professional networks.

Identify former employees of companies such as Scale AI, Mercor, micro1, Defined.ai, DataBaker and similar organisations.

Identify consultants and agency founders with established networks in AI project delivery and supplier partnerships.

Remove duplicate contacts and maintain an organised Google Sheets database.

Record the source of each contact, their role and why they may be relevant.

Flag active partnership programmes, vendor applications and potential project-demand signals.

Tools & Skills

Experience with some of the following is advantageous:

LinkedIn and LinkedIn Sales Navigator

Apollo.io

Hunter.io

Snov.io

Google advanced search

Clutch and industry directories

Google Sheets

B2B contact enrichment and email verification


Initial Paid Trial

Research our existing list of AI-data companies and deliver:

10 verified companies.

20 relevant decision-makers.

Available professional email addresses and LinkedIn URLs.

10 former AI-data industry professionals or consultants.

Five industry directories, supplier networks or event sources worth monitoring.

Every entry should include evidence of the person's current role and the contact-information source.

Ideal Candidate

You are detail-oriented, efficient and experienced in B2B lead generation or contact research.

Prior experience researching technology, staffing, AI-data or outsourcing businesses is a plus.

We value accurate, relevant contacts over large volumes of unverified leads.

To Apply

Please answer:

Which tools do you use for B2B contact research and email verification?

Can you provide an anonymised sample of a previous B2B lead database?

Have you researched AI, technology, recruitment or outsourcing companies before?

How many thoroughly verified professional contacts could you reasonably produce in eight hours?

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Please begin your proposal with the words AI Partnerships Research so we know you have read the brief.

I have a Heartbeat community whose member list appears on the right-hand side of the screen. I need a small, quickly delivered bot that scrolls through that list, opens each profile if required, and captures every single field that is publicly shown—names, contact details, roles, bios, anything visible.

All collected profile details should be written in real time to a Google Sheet I will share with you. The solution has to be desktop-friendly: I want to run it from my own computer, log in with my usual Heartbeat credentials, click “start,” and watch the rows populate. A lightweight Python script (Selenium, Playwright, or similar) would be perfect, but I’m open to any approach that is easy for me to execute again later.

Deliverables:
• Script or executable that logs in to Heartbeat, extracts all visible profile data, and sends it to a designated Google Sheet
• Clear setup instructions and any required dependencies
• Brief walkthrough or recorded demo confirming the scrape runs end-to-end on a desktop environment

Speed matters, so please let me know how soon you can hand over a working version.

Skills: JavaScript, Python, Web Scraping, Software Architecture, Data Extraction, Google Sheets, Selenium, Automation

I have a steady stream of paper forms and scanned documents that need to be transcribed into clean, well-structured digital records. Most of these scans contain customer and contact information that must be keyed accurately into our spreadsheets and occasionally into our cloud CRM. Because everything originates on paper, attention to detail and the ability to interpret handwriting are essential.

You can work at your own pace; there is no fixed deadline on individual batches, but consistency and accuracy are critical. Once we build trust, I’ll send files regularly, so this can become a long-term engagement for the right US-based professional.

Deliverables (per batch)
• A fully populated spreadsheet (Excel or Google Sheets) with all fields completed
• Verification that totals match original documents and that no record is missing
• A quick summary noting any illegible entries or anomalies

I’ll provide the scan folder, field guidelines, and access to the CRM when needed. If you’re meticulous, comfortable reading handwritten forms, and looking for ongoing work, this should be a great fit.

Skills: Data Processing, Data Entry, Excel, CRM, Microsoft Office, Typing, Google Sheets, Data Management