Financial planning appointment setters jobs
...a virtual CFO to assist me with financial forecasting and budgeting for my business in accounting. Key Responsibilities: - Provide expert guidance and support in creating accurate financial forecasts. - Develop efficient and effective budgeting strategies to align with our business goals. - Offer insightful recommendations on financial planning, risk analysis, and performance measurement. Ideal Candidate: - Proven experience in financial planning, forecasting, and budgeting. - Extensive understanding of accounting practices, particularly in the accounting industry. - Prior experience using Xero for accounting software is highly desirable. - Strong analytical and problem-solving skills. - Excellent communication and presentation abilities to c...
...and generate more leads, Covert Ideal Candidate:has substantial experience with SaaS website marketing. Our website services are primarily targeted at lawyers and chambers that need a video call consultation appointment system, also known as telelegal and on-demand telelegal services, for individuals seeking legal advice and small businesses needing legal assistance. Hence, an understanding of how to design these features to cater to this specific audience would be beneficial. Our website services are primarily targeted at Lawyers, Chambers who needs Video call Consultancy Appointment System which is Known as Telelegal and On-demand Telelegal Service for individuals seeking legal advice and small businesses needing legal assistance. Hence, an understanding of how ...
I'm looking for an experienced management accountant to help with various accounting tasks. MUST HAVE - qualified chartered accountant - minimum 10 years experience Key Responsibilities: - Financial Reporting: I need assistance in preparing detailed financial reports to ensure we have a clear picture of our financial standing. - Budget Forecasting: You'll be responsible for creating a reliable budget forecast to assist in our financial planning and decision-making processes. - Tax Preparation: I require support in preparing and filing taxes for the company to ensure compliance and minimize our tax burden. - UK Company Secretary: Knowledge of UK company laws and regulations is crucial in this role. You'll be responsible for ensuring we a...
...my residential garden into a private, serene outdoor living space. I envisage a fresh, revitalized scenery that incorporates distinct elements for functionality and aesthetics. • Creating Raised Beds: We require an expert who can strategically place raised beds for optimal growing conditions and visual appeal. Skill in soil and plant selection would be advantageous. We • Tree Planting: I am planning to have 2 trees planted. Your input on species selection and placement for the best outcome given local climate and soil conditions is needed. • Race Jacuzzi Terrace: In addition to the serene greenery, a race jacuzzi terrace will give the perfect touch to my outdoor living space. Experience with integrating such features into a landscape is preferable. • Spr...
...for my upcoming baby milk infant formula brand in Saudi Arabia. I'm targeting a wide range of age groups, from newborns to toddlers, including specialty formula. Key Elements: - **Market Analysis**: This should outline the current market situation in Saudi Arabia, including competitors, market size, and trends. - **Financial Projections**: The business plan should include detailed financial projections over the next 3 years. This will be crucial for securing investments and planning our growth. - **Marketing Strategy**: I need a comprehensive marketing plan that will help us effectively reach our target audience in Saudi Arabia. - **Pricing Structure Strategy**: Your expertise in developing competitive pricing strategies will be highly valued. - **Field Force ...
I'm in need of a skilled appointment setter with experience in telemarketing to work in the UK time zone. The ideal candidate should have a background in the home improvement industry. Key Responsibilities: - Contacting homeowners effectively and - Scheduling appointments for our sales team Ideal skills and experience: - Proven track record in telemarketing - Excellent communication and interpersonal skills - Ability to work efficiently in the UK time zone - Be a team player and eager to grow. - Fluent English.
We are developing machine learning software aimed at predicting space debris collisions and enhancing mission planning. The initial phase of this project requires a meticulous approach to data preparation, which is critical for the success of our subsequent modeling efforts. The challenge lies in acquiring as much relevant data as possible for accurate predictions. Project Scope: 1. Preparation Stage: The freelancer will be responsible for identifying and researching all available sources of space debris data, both free and paid. This includes a comprehensive evaluation of data providers to ensure the data's relevance and quality. The output at this stage will be an Excel table summarizing the research, which will include provider names, links to data or registration, pricing...
...flow updates to the users. Key Functionalities: - Real-time Cash Flow Updates: The tool should be able to provide real-time monitoring and reporting of cash flow changes. User Data Input: - Integrating with Accounting Software: The tool should allow users to input their financial data by directly integrating with their existing accounting software like quickbooks. Ideal Skills: - Proficiency in SaaS tool development using a no code tool flutterflow - Experience with real-time data processing - Previous work on financial reporting tools - Familiarity with integrating systems with accounting software User journey - Register with Google account - link with accounting platform like Quickbooks (1 click integration) - Extract data and save the data in AWS securely - Do ...
I am searching for a professional with extensive know-how in running effective paid ads on Google, Facebook, and Instagram platforms. My main a...Facebook, and Instagram • Targeting specific demographics including age groups and geographic locations • Implementing interest categories targeting for better reach • Maximising Return On Investment (ROI) and Return On Ad Spend (ROAS) • Managing and Improving Cost Per Lead (CPL) and Cost Per Acquisition (CPA) metrics Skills and experience in digital marketing, campaign management, strategic planning, and ecommerce will be fundamental for the success of this project. A proven track record of similar projects with measurable outcomes is also essential. Seek professionals who are proven, results-driven, and have ...
I need an entry-level appointment setter to help with my financial services. The main tasks will be: - Interacting through Linkedin - Targeting clients within the financial services industry I require an individual that is: - Able to communicate effectively - Proficient in email and online chat via LinkedIn - Detail-oriented and able to maintain proper documentation - Enthusiastic and eager to learn Please provide examples of work in this field and success
...important financial information that needs to be accurately translated for business purposes. Project Details: Document Length: The balance sheet consists of 38 pages. Deadline: The translation must be completed by next week, asap. Expertise Required: I prefer a translator who has experience in financial or business translation, particularly with balance sheets. Technical Terminology: The balance sheet may contain technical financial terminology, so familiarity with such terminology is essential. Requirements: Experience: Please provide evidence of past translation work, particularly in the financial or business sector. Accuracy: The translated document must accurately convey the meaning and details of the original Italian balance sheet. Confidentiality: ...
...create a dynamic dashboard that tracks and compares planned project dates versus actual dates. The objective is to offer a detailed analysis of project progress, identify potential delays, and assess overall performance. • The ideal candidate should have solid PowerBI experience and a deep understanding of project management metrics. • A clear understanding of analyzing sales, customer, and financial data is needed. • Knowledge of trends and forecasting based on historical data would be advantageous. • The dashboard should be capable of refreshing and updating on a weekly basis to track the ongoing progress. The aim is not just to create a dashboard but to provide a tool that enhances our decision-making process based on quantifiable data. PowerBI experts ...
As a health-oriented individual planning to expand into the plant-based nutrition space, I'm seeking an experienced nutritionist with a deep understanding of plant-based nutrition to collaborate on product development. Services required include: - Plant-Based Nutritional Expertise: Guiding the formulation of a new plant-derived nutritional product that is both healthy and appealing. - Research and Analysis: Keeping updated with the latest research in plant-based nutrition to ensure the product stays current and effective. Ideally, the freelancer should possess extensive experience in plant-based nutrition, product development, and an analytical mindset with a focus on nutritional science. A strong background in similar product creation is much appreciated. Goal is to formula...
I need a detail-oriented professional to help with my bookkeeping and prepare financial statements using Excel. Key Responsibilities: - Regularly update my Excel spreadsheets with day-to-day transactions - Prepare monthly financial statements for my business Ideal Skills & Experience: - Strong Excel skills, including advanced functions and formulas - Experience in bookkeeping and financial statement preparation - Attention to detail and a good understanding of accounting principles Please note: - The role is likely to require around 10 hours of work per month - I may consider transitioning to a more robust accounting software in the future, so experience with QuickBooks or Xero would be a plus.
As a growing business, I need a finance and accounting expert to assist me in streamlining our financial processes and managing our budget. Key Responsibilities: - Streamlining Financial Processes: I'm looking for someone who can review our current processes and suggest improvements. You should have experience in implementing efficient financial workflows. - Analyzing Financial Data: You'll be responsible for analyzing our financial data, looking for trends, discrepancies, or areas of improvement. Being able to provide recommendations based on this analysis is essential. - Creating Accurate Financial Reports: You'll be expected to prepare financial statements and reports that are accurate and easy to understand, helping me ma...
...– We can test each of the three below Video Title URL-YouTube Artesian Water and Ponds In Arizona Avoid Tucson Water Cost Increase Colorado River Water Alternative The objective will be to get the person encouraged by the banner to watch the video and then for the individual to make a call or appointment to see the lots We need a call to Action and I want to promote development opportunities – acquire Riverbend Ranch, Lakeside Farms of Escalante Crossing. Produce a lot split of 5 lots, sell 3 or 4 lots and end up with your lot paid for
I am searching for an expert in creating modern bathroom elevations. The primary goal is to prepare detailed drawings for builders to properly plot plumbing, electrical and tile work, ensuring spa...deliverables should include: - Precise placement of plumbing fixtures - Clear designation of electrical outlets and switches - Thoughtful layout and pattern suggestions for tiles. Ideal candidates will have a proven track record in bathroom design, particularly in modern styles. Depth of experience with drafting elevations that can be effectively utilized by builders is vital. Attention to detail when planning for varied components and an ability to envision stylish yet functional spaces is highly preferred. A strong understanding of efficient design and flow within modern bathrooms i...
SAAS barbershop dashboard. I’m building an appointment app.
...Participants were asked: “How many minutes did you walk or run in the last 7 days? ______” Computer-based programming and software : Use SPSS Instructions: You have 4 pages (minimum) to describe the planning, implementation, and evaluation of this study. Be sure to include and describe, in detail, the 4 areas below: Theoretical foundation for this study. Please outline the constructs and its application to this scenario. Describe the research design, in detail, including other methods that you would use to implement the study (e.g., recruitment strategy, program planning tools, etc.). Describe an evaluation plan, including process evaluation. Develop an evaluation tool (types of survey questions) that would be appropri...
"Logan Legacy Enterprises" I am currently looking for an experienced graphic designer who can create a strikingly bold yet professional logo for my financial firm. With no specific design ideas in mind, I am completely open and eager to collaborate on unique concepts that will capture the essence of the brand. Ideal Designer: - Proven graphic design experience, particularly in logo development - Creativity and strong portfolio in design - Excellent communication and interpretation skills Style: - The style should be professional and bold. I seek to balance modern elegance with a commanding presence in the market. Color Palette: - The primary colors for the logo should be blue and black. A good understanding of color theory and the ability to provide suggestions for co...
I'm in need of an expert who can develop a risk assessment model for Cmbs SASB. ...main goal of this project is to identify and analyze risks associated with my investments. Key Project Details: - The primary focus will be creating a risk model for Cmbs SASB. - I will provide third-party analytics data which you will need to integrate into the model. - The development and implementation of this model will be done using Excel. Ideal Candidate: - Prior experience in financial risk assessment, ideally involving Cmbs SASB. - Proficiency in Excel is a must, as this will be the main tool for developing the model. Please provide any relevant past work or experience that you think aligns well with this project. We can discuss further details and expectations once we est...
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Ideal Skills and Experience: - Proficient in navigating various databases and not limited to Google (main search engines). - Previous experience in compiling contact lists based on specific criteria. - Familiarity with job titles within the financial sector, particularly relevant to CPA firms.
I'm in serious need of an experienced website developer knowledgeable in WooCommerce. I am planning an e-commerce website and it will be based on selling digital goods. Requirements: - Skilled in developing user-friendly websites with WooCommerce - Adept at incorporating e-commerce within a website - Prior experience in handling e-commerce sites selling digital goods Your role involves the establishment of an e-commerce platform using WooCommerce from scratch. Proficiency in managing digital goods is crucial. A developer with a significant background on digital goods eCommerce websites will be top of my list.
I'm in need of an expert who can assist with financial analysis and create a 5-year sales and expenses forecast for my startup. I'm specifically looking for a professional who can: - Perform a comprehensive financial analysis for my startup. - Develop a 5-year sales and expenses forecast using customizable templates. - Include a detailed cash flow analysis in the forecast. The ideal candidate for this project should have: - Proven experience in financial analysis and forecasting. - Proficiency in creating customized financial templates. - Strong expertise in conducting cash flow analysis. - Ability to deliver high-quality work within a reasonable time frame. Example sheet attached below (it's reference purpose, not editable) I'm looking ...
I'm looking for a skilled appointment setter to help me follow up with my business leads in the UK. These leads are specifically in the home improvement industry. Your primary responsibility would be making phone calls to these leads, establishing a relationship, and setting up appointments for me. Key Responsibilities: - Follow up with UK-based business leads in the home improvement sector. - Make phone calls to these leads in a friendly, professional manner within 5 minutes of leads being submitted. - Establish a rapport with the leads and qualify them for appointments. Ideal Skills and Experience: - Proven experience in telemarketing, appointment setting or sales. - Familiarity with the UK market and home improvement industry. - Excellent communication skills, spec...
I'm looking for an expert who can streamline our payment matching process by integrating Xero with our Procurement system. Key Requirements: - **Manual Matching Override Capability**: The ability to manually match transactions is cr...via manual review and adjustment. The integration should help minimize these instances and make the process more efficient. Ideal Skills and Experience: - Experience in integrating Xero with Procurement systems is a plus. - A good understanding of financial processes and payment matching. - Ability to develop a system that allows for manual override matching. - Proven track record in creating efficient systems to manage discrepancies. The primary goal is to have a seamless and accurate payment matching system that can streamline our fi...
I'm in need of a development expert to create a sophisticated WhatsApp bot. This bot will encompass key functionalities including automated responses, user data collection, and the facilitation of products or services sales. Key bot functionalities will include: - Responding to Frequently Asked Questions (FAQs). - Sending appointment reminders. - Advising on account statuses and dues paid. - Send chat to a operator - Receive info from Sugar Comunity Edition and Sap B1 and send to the customer The perfect candidate for this project will have: - Proven experience in chatbot development. - Deep understanding of WhatsApp API. - Experience with user data collection techniques. - An eye for detail and problem-solving skills. - Excellent communication skills. ...
I'm looking for a skilled developer to enhance the online appointment and payment system on my website. - **Current System**: We are currently using Fittlebug for our online appointment scheduling system. The new system will need to be compatible and integrated with this existing platform. - **Key Features**: We aim to incorporate the following features into the new system: - Real-time Availability: Customers should be able to see real-time availability and book accordingly. - Automatic Reminders: The system should automatically send reminders to customers before their appointment. - Payment Integration: The system should facilitate payment for appointments. - **Payment Integration Details**: Although we're considering integrating an online payment g...
Looking for a motivated Sales Associate for our medical billing company. Responsibilities include prospect outreach, conveying service benefits, and scheduling appointments. This is a commission-based role which requires prior sales experience, exceptional communication skills, and familiarity with the medical billing industry. You will be compensated based on each appointment scheduled only.
I'm looking for a skilled professional with experience in creating visual mercha...layout designs. For this project, you will build on the data model you created in Project 1. You will be analyzing and creating visualizations of the data contained in your Access databases. All instructions for the project can be found in the PDF attached. Ideally, the successful freelancer should have: - A strong portfolio showcasing past retail design projects - Proficiency in retail space planning and product display - A deep understanding of customer flow optimization - Excellent communication skills to understand my vision and bring it to life - Ability to deliver the final visualizations in MS Access format Please provide examples of your past work and how your experience aligns with my...
I'm looking to lay out a solid business pla...plan for providing personal care services specifically aimed at adults with disabilities. The primary services that my business will offer include: - Assistance with daily activities - Help with personal hygiene The freelancer I need for this project should have: - Experience with healthcare or disability services in Australia - Strong knowledge of business planning - Proven ability to complete market analysis reports and financial projections - A good understanding or willingness to research policies and regulations surrounding disability services Ultimately, the goal is to develop a comprehensive plan that not only covers potential business hurdles, costs, and market strategies but also looks into the unique needs of ou...
I'm looking to lay out a solid business pla...plan for providing personal care services specifically aimed at adults with disabilities. The primary services that my business will offer include: - Assistance with daily activities - Help with personal hygiene The freelancer I need for this project should have: - Experience with healthcare or disability services in Australia - Strong knowledge of business planning - Proven ability to complete market analysis reports and financial projections - A good understanding or willingness to research policies and regulations surrounding disability services Ultimately, the goal is to develop a comprehensive plan that not only covers potential business hurdles, costs, and market strategies but also looks into the unique needs of ou...
I would like to creat door hangers two sided with this information Energy savings program “ Available in this zip code! Products include: Roof Tankless water heater Turf Electric panel upgrade Exterior paint Solar Windows Insulation HVAC Payment plans as low as $99 a month $0 money down Call today to get prequalified for programs and inc...savings program “ Available in this zip code! Products include: Roof Tankless water heater Turf Electric panel upgrade Exterior paint Solar Windows Insulation HVAC Payment plans as low as $99 a month $0 money down Call today to get prequalified for programs and incentives available to homeowners only Representatives available for free assessment in your area call today to schedule appointment And make it in...
Seeking sales oriented freelancer to help our charitable organization raise funds to supply medical equipment to people in need in Israel (for starters). We are a USA charity, registered with the IRS. We have a website and payment portal ready. We also have initial marketing being carried out with The Times of Israel. ...for their donations. In addition to the human qualities described above, it would be wonderful if you are comfortable or even progressive in the online world so that our Project Mobility can benefit from up-to-date thinking about the technology that we use for digital outreach. We are certain that room exists for a creative dynamic to drive us forward. This is a wonderful opportunity on a financial and human level. You will be doing good, and will be amply...
...Government. Primary responsibilities include preparation of proposals and grant applications, and performance of responsible professional and administrative work in researching, identifying, developing and responding to Ontario/Canadian grant opportunities in areas that support IT, Digital Marketing & SEO programs. Essential Functions * Understand the history, structure, objectives, programs and financial needs of our organization. * Research grant opportunities from Ontario/Canadian government agencies. * Draft grant proposals and supporting documents based on the funding requirements of the organization. * Submit proposals to grant coordinators for approval. * Respond to internal and external queries on drafted and submitted proposals. * Maintain positive relationships w...
I'm seeking a skilled marketing professional to construct a comprehensive investment offering. This is projected to facilitate the acquisition of an apartment complex in the next 3 months. **We will collaborate on the financial projections, specific business plan, etc. - we need someone who can beautify the hard data (text/financial projections/graphs/maps) and make it digestible to read for a prospective investor. Our end goal is to have TWO forms of this investment offering (a summary teaser that is high-level, and a more granular deck that contains additional detail) that we can recycle on future acquisitions by altering text & numbers without having to re-create the entire pitch** The offering must contain: - Detailed information on the property and a p...
...- A strategic approach to engaging investors and securing their financial backing. - A clear explanation of how the dealership will target and capture the ATV/UTV/Watercrafts market. - An analysis of the competitive landscape and a strategy for differentiating the dealership. - Projections for growth, revenue, and profitability over the next 3-5 years. Ideal Skills and Experience: - Proficiency in Business Plan Writing: Experience in creating successful business plans that have resulted in securing funding. - Market Research: A strong understanding of the ATV/UTV/Watercrafts market, including key players and market dynamics. - Financial Analysis: Ability to develop detailed financial projections and demonstrate the financial viability of the dealership. - In...
I want to set up an online shop on my website and have it connected to Fresha CRM, the system I currently use. This shop should have a sophisticated design that complements my brand image. Key Requirements: - Development of a product catalog with detailed descriptions and prices - Inclusion of a shopping cart and a seamless checkou...Excellent understanding of user experience and online shopping best practices is wordpress Need also to edit the website to look better! Need to create a shop where the client when access our website to buy directly from website and not from fresha which we are using now! About crm I m looking to integrate voucher / membership and most important when the client do an appointment from our website need to integrate with fresha if possible
No AI bidder needed. I'm searching for a skilled artist to create unique and engaging cartoon-style artwork for my YouTube videos. I'm planning to open YouTube channel of technology Please see attached pdf. I want the image in this pdf to be more simple, cartoonish and universal. If I find a suitable artist, we can work for a long term and I will provide more images. Budget is $10 per image. Please apply with your previous work related this project and start with the word 'Apple'.
... Advance Excel 3+ years of experience is required in creating dashboards in Manufacturing, Banking, Retail Industry. Working Hour: 3 hour per day (per day) Salary: 150 – 200 INR Per Hour Job Responsibilities : • Understanding Company requirements. • Understanding, consolidating and analyzing data from spreadsheets. • Creating dashboards, reports and charts in Analytics tools. • Working on financial and other types of modeling projects. • Having knowledge Dashboard Creation, Mainframe automation through VBA. • Good Technical knowledge of VBAs, Macro, MS Office skills to drive automation opportunities. • Well-versed with dynamic loops, data extraction from images. • Work with users and team members at all levels for performance impr...
I'm in need of a skilled animator to create a 30-45-second whiteboard animation. The primary goal of the video is to convey educational content. No voice-over services are required, as I'm planning for it to be a non-verbal piece. Key Requirements: - Whiteboard Animation: The ability to create engaging and informative whiteboard animations is a must. - Educational Content: Prior experience in creating educational videos or animations will be highly regarded. - Attention to Detail: I need someone who can ensure the animation is clear, concise and visually engaging. - Time Management: The video should be around 30-45 seconds, so the ability to work efficiently while still producing quality work is crucial.
...feature several additional modules. Key features required: - Inventory Management: The system should efficiently track our jewellery stock levels. - Sales Tracking: Real-time data on our sales performance. - Customer Management: To maintain a customer database. - Credit Management: Tracking outstanding credit and sending payment reminders. - Finance Management: Tracking income and generating financial reports. - CRM: To maintain good relationships with our customers. - E-commerce Integration: Development of a functional e-commerce website and application. - POS: A point of sale system for store transactions. - WhatsApp Features: Integrating WhatsApp for customer communication. - Reminder and Offers: Sending reminders and offers to customers. - Mobile Application: Developing a mo...
I am see...on daily and weekly timeframes. Key Elements of the Project: - The conversion will enable backtesting of multiple stocks in batches. - The intended outcome is to accurately analyze the performance of the strategy across different stocks. Required Knowledge & Skills: - Deep understanding of Python coding and algorithm optimization. - Understanding of financial indicators especially the supertrend and SMA. - Experience in handling financial data for backtesting, including historical stock prices, volume data, and multi timeframe. Note that the exact rules for the long and short entries will be provided once you're selected for this project. Familiarity with Pinescript is highly desired. The goal here is for Python code to accurately replicate the Pinescr...
...effortlessly. - Customer Relationship Management (CRM): A centralized platform to store and manage customer information, with a focus on providing personalized and exceptional customer service. - POS & Credit Management: An integrated point of sale system that also incorporates credit management functionalities. - Finance Management: A module dedicated to tracking financial transactions, generating reports, and managing financial records. Additionally, I'm interested in the following eCommerce functionalities: - Product Catalog Management: The ability to easily create, update, and manage product listings on my online store. - Shopping Cart: A user-friendly interface that allows customers to add items to their cart and proceed to checkout smoothly. - Payment Gatew...
...employees, ensuring a seamless transition. 3. LLM-Based AI Automation System: Develop an AI-powered system to schedule and conduct initial screening phone calls and first-round interviews with candidates. The system should generate comprehensive reports based on the conversation. 4. Payroll and Accounting Tool: Integrate a payroll and accounting tool to automate payroll processing and manage financial transactions efficiently. 5. Performance Management: Implement performance management tools to set goals, track progress, and conduct performance reviews effectively. 6. Learning and Development: Provide learning and development resources to support employee growth and skill enhancement. 7. Employee Engagement and Feedback: Foster employee engagement and gather feedback through surv...
...packed with crucial information. It will need to include a detailed analysis of our market and its trends, as well as our product features and benefits. Key requirements include: - More than 20 slides - Incorporating Product Features and Benefits, Market Analysis and Trends, Company achievements and goals, and Financial Information. Skills needed: - Proficiency with PowerPoint and creating data-rich, visually appealing presentations - A solid understanding of market analysis and financial data - Excellent communication skills to translate complex information into simple, engaging slides This is a high-stakes presentation for our company, and it's essential that it's both informative and persuasive. You could use an existing template to work from as a base. ...
