Financial Consulting Jobs

I need a freelancer to prepare and file the tax return for my multi-member LLC. The ideal candidate should have: - Expertise in LLC tax regulations - Experience with multi-member LLCs - Ability to ensure compliance and maximize deductions Please provide relevant experience in your bids.

I want a seasoned financial advisor to look at my current assets and design a practical wealth-management roadmap that prioritises steady, sustainable income. The brief is straightforward: analyse my present portfolio, map my risk tolerance, and recommend income-oriented instruments—whether that involves high-dividend equities, bond ladders, REITs, or any other suitable vehicles—so my capital works harder without excessive volatility. I will provide account statements, cash-flow details, and future cash-needs projections once we begin. In return, I expect a concise written plan that covers asset allocation, product suggestions with rationale, projected cash yields, and a clear implementation timeline. A short call to walk me through the strategy and answer follow-up questions...

I'm looking for an expert to navigate my UK tax obligations as I leave for the EU. I need help with: - Income Tax: Understanding and managing my liabilities. - Pre and Post-Departure Guidance: Clarity on obligations before and after my move. - Double Taxation Concerns: Addressing potential double taxation issues with my new EU country. - State pension: I am a few months away from completing 10 years (started working in Feb 2017). Should I wait to complete 10 years or is it possible to make the necessary contributions to complete the 10 years after being relocated? Does it make financial sense to continue contributions after I am gone? - ISAs: How am I taxed if I sell after leaving the UK? - Private workplace pensions Additional Details: - I hold dual citizenship (Greek/British). - ...

I have a £60,000 independent feature, “WHEN I’M GONE”, ready to shoot in the UK. The pitch deck, production schedule and full creative package are locked; the missing piece is finance. I need a consultant or intermediary with genuine angel-investor contacts who can open doors and guide the conversation through to a signed investment agreement. The ideal match already moves comfortably within film-savvy angel circles and understands how to present a project’s commercial upside to investors who appreciate the art as well as the numbers. While an interest in creative ventures and a strong personal network are welcome, first-hand experience closing film deals is essential. What I’ll supply • Full pitch deck and look-book • Detailed budget and s...

I’m getting ready to hand my company over to a buyer and need our books polished and packaged for due-diligence. All activity for July and August must be fully captured, reconciled, and presented in clean, professional statements the buyer can rely on. The core deliverables I expect are: • Profit & Loss Statement • Balance Sheet • Cash-Flow Statement • A/R ageing detail (plus any other schedules you feel a buyer will request) To get there, every sales, expense and payroll entry for those two months has to be verified against bank and credit-card feeds, correctly coded, and fully reconciled so the ending balances on the statements match the ledger to the cent. I work in QuickBooks Online and will grant secure access as soon as we agree on the engagem...

I want to get a firm handle on day-to-day budgeting so my money stops slipping through the cracks and starts moving toward clear goals instead. What I need is one-on-one guidance that walks me through building an actionable monthly budget, tracking spending in real time, and tweaking the plan as income or expenses change. Here’s how I picture the process: • An initial video call to map out my current income, fixed costs, and variable spending. • A custom spreadsheet or app-based template you create for me—simple enough that I’ll actually use it, but detailed enough to show where every dollar is going. • Weekly or bi-weekly check-ins for at least a month so we can review results, identify problem areas, and adjust categories or targets. • Clear...

Our Xero file has produced the latest Income Statement and I need a licensed CPA to give it a quick yet professional once-over. The task is intentionally light-touch: confirm the figures make sense at a high level, flag anything that obviously looks off, and then issue a brief sign-off stating that you reviewed the report for apparent errors. No deep forensic work or regulatory compliance testing is expected—just the seasoned eye of an accountant who knows when numbers don’t add up. Please share a sample of past work where you provided a similar review or sign-off so I can see the format you use. Experience with Xero is preferred because it lets you navigate the source report quickly. Deliverables 1. A marked-up copy (PDF or annotated export) noting any glaring inconsistenc...

I need help filing for bankruptcy as an individual. I have all necessary financial documents ready. Key requirements: - Expertise in individual bankruptcy filings - Familiarity with Chapter 7, Chapter 13, and Chapter 11 - Guidance through the entire process - Ability to ensure all paperwork is accurate and submitted on time Ideal skills and experience: - Background in bankruptcy law - Experience with the courts and legal systems - Strong organizational skills - Attention to detail Looking for a professional to make this process smooth and stress-free.

I need a seasoned mystery-audit professional to go undercover inside a retail bank’s online / chat help channel and scrutinise the underlying operational processes that drive the customer experience. Your brief is not simply to pose as a customer and rate politeness; I want you to trace the entire back-end workflow the moment a chat session starts—routing logic, knowledge-base usage, escalation paths, closure protocols—then translate those observations into a clear picture of how efficiently the bank’s system supports real-time service. The single KPI I care about in this engagement is Customer Satisfaction. Every note you take, every screenshot you capture, every timing you record should tie back to how the processes you witness ultimately affect how a customer fe...

I need an experienced MCA-savvy professional to prepare and e-file Form MGT-7, the annual return for my Private Limited Company. All statutory particulars must be compiled accurately from the financial year that has just closed, validated against the Companies Act 2013 requirements, and filed on the MCA portal before the ROC deadline. Please handle everything from drafting the form, arranging the necessary digital signatures, to generating the final SRN acknowledgement so the filing status shows “Approved” on the portal. If any clarifications are raised by the Registrar, I expect you to respond and get the form resubmitted until acceptance. Deliverables • Draft Form MGT-7 for my review • Final signed PDF and XML upload • MCA portal submission proof (S...

I run a service-based company that focuses on financial consulting. To sharpen my operation and present a consistent image to prospective clients, I’d like help creating a concise set of foundational materials. What I need • A clear, two-page company overview that explains our financial consulting services, target industries, and unique value. • A client engagement letter or contract template I can reuse. • A short go-to-market outline (basic marketing channels, first outreach steps, and a simple timeline). I’m looking for someone who understands professional-services businesses, can translate complex finance topics into plain language, and can deliver clean, well-formatted documents (Google Docs, Microsoft Word, or similar). If you have experience working ...

I am seeking a freelancer to assist in creating and setting up a US LLC-based business account along with a virtual card, specifically for use with Amazon Seller Central. The freelancer should have experience with setting up business accounts, virtual cards, and Amazon seller requirements. Timely delivery within 1 day is essential.

My company shut down operations in December of 2024 and is filing for bankruptcy and the books are in disarray. Everything has run through QuickBooks, but little of it reconciles, and one year of tax returns are still outstanding. I need a licensed CPA who can dig into the file, trace every transaction, and rebuild reliable financial statements that will stand up to trustee and IRS scrutiny. The immediate priorities are threefold: sorting and organizing every financial record, preparing and filing the late federal and state returns, and compiling the schedules the bankruptcy court will require. QuickBooks data - complete, partial, and sometimes duplicated - will be your starting point, we also have all of the business bank statements for the year available so solid forensic accounting s...

I have a secured commercial transaction that must clear institutionally without any court involvement. The security agreement and related UCC filings are drafted; what I need now is an expert touch to be sure every element will pass internal bank compliance. First, give me a high-level overview of the deal structure, flagging anything that could delay clearing desks or jeopardise our secured-creditor position under the UCC. With that insight, re-format the entire document set so it speaks the language of correspondent banks—proper field sequencing, ISO 20022 or SWIFT references where necessary, alignment with standard clearing and settlement criteria. Once the paperwork is bank-ready, outline the exact steps to execute the settlement directly through clearing channels, avoiding any...

I'm looking for an experienced trader to help set up a comprehensive trading system on Robinhood. I want to engage in futures, options, and short selling. Key requirements: - Connect Claude to my Agentic account - Set up trading for futures, options, and shorts - Help define and implement suitable trading strategies Ideal skills and experience: - Proficiency with Robinhood platform - Strong knowledge of futures, options, and short selling - Experience in developing and implementing trading strategies

I need a personal agent to manage and grow my finances. Key Responsibilities: - Develop and implement investment strategies - Manage and analyze stocks and crypto portfolios - Execute trades and track expenses Ideal Skills & Experience: - Proven track record in finance - Expertise in cryptocurrency and stock markets - Strong analytical and decision-making skills - Trustworthy and reliable Please provide your credentials and relevant experience.

I’m looking for a dependable QuickBooks pro to keep my books clean and up-to-date on a weekly basis. Every seven days you’ll log in, enter the latest activity, and reconcile three streams of transactions—bank, credit-card, and any invoices or payments that have cleared. Accuracy is everything for me, so each session should leave the registers balanced, discrepancies flagged with a short note, and the reports ready for my review before Monday morning. If you already have a smooth workflow for importing statements and matching items, even better; I’m happy to adapt to proven processes as long as they stay inside QuickBooks. Deliverables each week: • All current transactions entered and correctly coded • Bank, credit-card, and A/R ledgers fully reco...

I have built two independent FinTech solutions that I plan to submit to the Bank of Jamaica’s regulatory Sandbox. Before I take that step, I need a fresh set of expert eyes to validate two things: 1. The overall security posture of each application. 2. Their alignment with Jamaican and international regulations covering Data Protection & Privacy, Anti-Money Laundering (AML), and Electronic Payments & Transactions. You will receive architecture diagrams, user flows, API documentation and direct access to a staging environment for both apps. I am specifically interested in whether my encryption strategy, authentication logic and general vulnerability surface meet current industry best practices (OWASP Top 10, ISO 27001, PCI DSS, etc.). On the compliance side, I want a clear...

I need a CPA to sign a letter to approve my personal financial statement. Requirements: Finacial Statement already completed - The financial statement should include an assets and liabilities summary. - Need someone to review and sign letter Ideal Skills and Experience: - Certified Public Accountant (CPA) - Experience with personal financial statements - Attention to detail

I'm seeking a finance director with DCAA expertise to ensure compliance and streamline processes. Government contracts experience a must. Role to own compliance setup and full ownership of FAR/DCAA compliance function, indirect rate structuring and reporting, DCAA-readiness, and investor-facing financials, actively navigating an FCL/FOCI process or an incurred cost submission. Key Responsibilities: - Audit support and preparation - Timekeeping and employee labor tracking - Cost accounting standards adherence - Review and improve existing processes - Establish new processes as needed Ideal Skills and Experience: - Proven experience with DCAA compliance - Strong background in finance and accounting - Ability to develop and implement effective financial processes - Excellent organizati...

I need an expert to handle both past and upcoming quarterly VAT returns in Germany. Your role will include: - Filing and ensuring compliance for quarterly VAT returns - Managing both past due and upcoming returns - Ensuring compliance for Umsatzsteuer-Sonderprüfung. Ideal skills and experience: - Extensive knowledge of German VAT regulations - Proven experience with filing quarterly VAT returns - Ability to manage and rectify past due returns - Detail-oriented and reliable Please provide your experience and approach to managing this task.

I run a small business on QuickBooks Self-Employed and need hands-on help getting the file in shape and keeping it there. Here’s what I’m looking for: • Initial setup of a clean, well-labeled chart of accounts that fits my business model. • Ongoing categorisation and reconciliation of daily bank and card transactions so nothing lingers in “uncategorised”. • Clear monthly financial reports—profit & loss, expense breakdowns, and anything else that helps me see where the money goes. You don’t have to be a long-time pro; solid familiarity with the Self-Employed edition and a careful eye for detail are what matter. I’m happy to walk through my current workflow, share bank feeds, and discuss any questions so you can work ef...

I’m looking for someone who already knows the rhythm of debt-settlement work and can take over all incoming calls from bank or NBFC recovery agents for each client I assign. You will be the first voice they hear, explaining the borrower’s financial hardship, presenting our settlement position, negotiating firmly yet professionally, and keeping the pressure low while we move the file toward a written settlement or full closure. Core skills I need you to bring to the table are proven experience in debt-settlement negotiations, strong negotiation instincts, and excellent communication. If you have handled Indian recovery teams before, even better. Here is how the engagement will run: • For every active client you manage, I pay ₹2,000 per month. • You continue on that...

Our QuickBooks Online file has become cluttered after months of day-to-day entries, and I need it restored to a point where every number can be trusted. The highest-impact area is transaction categorizations: last quarter is riddled with incorrect expense buckets, duplicate entries, and far too many “uncategorized” lines. Those errors are now obscuring cash-flow reports, tax estimates, and management dashboards. Here is what I want to accomplish: • A diagnostic review of the entire file that pinpoints all mis-posted or duplicated transactions, with a special spotlight on the most recent quarter. • Corrections to every affected transaction—resolving the incorrect categories, eliminating duplicates, and clearing the Uncategorized queue—so P&L, Balanc...

Role Overview We are looking for well-connected individuals who can help us identify and introduce the company to relevant investors within their existing professional networks. As a Fund Scout, your role is to make appropriate introductions between the company and potential investors who may have an interest in learning more about the company. You will not be responsible for selling the investment opportunity, providing investment advice, negotiating terms, or closing transactions. Once an introduction has been made, Our’s authorised representatives will manage any subsequent discussions directly. Key Responsibilities · Identify suitable contacts within your existing professional network who may have an interest in learning more about the company. · Make a genuine,...

I need my last financial year in Tally brought fully up to date and error-free. The priority is getting every sales entry posted and reconciled correctly. While many invoices and receipts are still scattered, I can supply bank statements and whatever paperwork I already have—you will need to pinpoint the gaps, ask for what’s missing, and guide me on how best to collect or recreate the supporting evidence. Once the documents are in order, I expect you to: • Enter all outstanding sales vouchers in Tally with correct tax codes, item details, and narration • Reconcile those entries against bank deposits, customer ledgers, and GST summaries • Flag and explain any discrepancies so I can resolve them before finalisation • Produce a concise reconciliation re...

I need a Tally expert to bring my vendor and customer ledgers fully in line for the current financial year. All receipts, invoices, credit notes, and adjustments must match the statements I will provide, and any discrepancies have to be identified and resolved directly in Tally. Once each account is balanced, post the necessary adjustment entries so that my books reflect the true outstanding positions. Please work directly in my existing Tally data, keeping its structure intact. When you finish, I expect a concise reconciliation report highlighting every mismatch you found and how you corrected it, along with the updated Tally file ready for my auditor’s review.

I need help securing growth or expansion funding for my real-estate venture. The pitch decks are already drafted; what’s missing is a focused fundraising strategy and active outreach that turns those decks into signed term sheets. Your job will be to refine each deck so it speaks the language of angel investors, venture capitalists, private equity firms, and even motivated individual backers, then place it squarely in front of them. Although the underlying business is in real estate, I’m open to positioning that intersects with Technology, Healthcare, or Finance if it helps broaden the investor pool. Here’s what I expect: • A polished, investor-ready deck tailored to each audience • A vetted list of angels, VCs, PE firms, and high-net-worth individua...

I need a qualified Company Secretary to handle all Registrar of Companies compliance for my private limited company for FY 2025-26. The firm had no transactions, so every return will be a nil filing. Core work • Prepare and submit Form MGT-7 and Form ADT-1 as nil returns through the MCA portal. • File DIN KYC (or any other compulsory KYC) if the system still requires it. • Advise me on any additional nil forms that may be triggered so we remain fully compliant. Because no documents are ready yet, you will also draft or collect every supporting paper—board resolutions, auditor consent, director declarations, shareholding statements—and make sure they meet MCA standards before uploading. Acceptance will be based on: • Acknowledgement receipts for each f...

I need a signed 2026 year-to-date profit and loss statement and balance sheet for Adept Operations Group LLC to secure a mortgage. Requirements: - Profit and loss statement in PDF format - Balance sheet with summary and key notes - Prepared using cash basis accounting Ideal Skills and Experience: - Proficiency in accounting and financial statements - Experience with cash basis accounting - Attention to detail and accuracy - Ability to deliver professional, signed documents in PDF format

We are looking for an experienced NGO accounts/finance professional to manage our day-to-day accounting and financial coordination. Key Responsibilities Maintain day-to-day NGO accounts, books and ledgers Bill & expense consolidation from ground/operations team Petty cash management and reconciliation Invoice, vendor payment and expense management Donation tracking and donation receipt management Bank reconciliation and transaction tracking TDS & Professional Tax (PT) coordination Maintain financial and compliance documentation Coordinate closely with our NGO CA for TDS, GST, audits, annual accounts and other applicable compliances Prepare monthly MIS/financial analytics — income, expenses, donations, cash flow, project-wise expenses, etc. Maintain organized, audit-ready fin...

Saya mencari seorang freelancer yang dapat membantu saya di bidang manajemen administrasi, dengan fokus utama pada keuangan. Kebutuhan paling mendesak adalah penyusunan laporan keuangan yang rapi, akurat, dan mudah dipahami oleh manajemen. Selain itu, saya kerap membutuhkan dukungan untuk menyusun berbagai laporan administrasi lain yang berkaitan dengan aktivitas bisnis sehari-hari. Ruang lingkup pekerjaan: • Menyusun laporan keuangan bulanan, triwulanan, dan tahunan sesuai standar akuntansi Indonesia. • Mengelola dan merekonsiliasi data transaksi agar laporan tetap konsisten. • Menyiapkan ringkasan performa keuangan (cash flow, profit & loss, neraca) beserta analisis singkat tren utama. • Membuat template laporan tambahan bila diperlukan untuk kebutuhan ma...

Busco un profesional con experiencia principal en libranza que desee trabajar de forma 100 % independiente para colocar créditos a pensionados. Si cuentas con una red de contactos al menos moderada y ocasional, y te motiva potenciarla, quiero conocerte. Lo que encontrarás conmigo: • Altas comisiones por cada crédito desembolsado y pagos puntuales por resultados. • Procesos completamente digitales que aceleran la aprobación y el desembolso. • Acompañamiento comercial y operativo permanente, además de capacitaciones continuas para que tu gestión sea cada vez más efectiva. • Producto altamente competitivo y de fácil colocación en el segmento de pensionados. Modalidad freelance: • Sin contrato labo...