Insurance finance broker open source crm jobs

I am in need of a skilled professional who can provide the following accounting services using Excel: - Preparation of Financial statements - Cash flow analysis - Financial statements analysis You will be idea...understanding how to manipulate and interpret data to present clear, concise, and informative reports. A solid background in accounting will ensure accuracy in financial statement preparation and analysis. Your ability to meet deadlines with minimal supervision will be a crucial factor for success. Existing familiarity with my current accounting software, Excel, is mandatory. A background in business finance or related fields and demonstrated experience in similar roles will be viewed favorably. Please provide your resume and examples of past work when bidding on thi...

Seeking a professional construction paralegal with expertise in reviewing construction contracts and subcontractor agreements. Your primary role will be: - Reviewing contracts to ensure compliance with local regulations - Pay explicit attention to insurance and liability clauses - Scrutinize payment terms and dispute resolution clauses Your background MUST involve significant experience in construction law. You need comprehensive understanding of compliance issues, insurance obligations, and dispute resolutions specific to construction projects. Your keen attention to detail and strong document inspection skills are essential for this project.

I'm in need of an expert artificial intelligence and machine learning researcher to deliver an in-depth, insightful paper on stock price prediction. Key details include: - Focus Area: The paper should major on the application of Natural Language Processing (NLP), Computer Vision, and Reinforcement Learning in stock price prediction. Your specialty in these areas is of utmost importance. - ...this methodology will be a great advantage. I desire a paper characterized by depth, clarity, and originality. Reasons, facts, and data to substantiate points are essential. Background in financial research and adept understanding of stock market trends will be a plus. Your ability to deliver within deadlines is non-negotiable. Looking forward to a significant contribution to AI literature in ...

I am seeking a creative and innovative freelance graphic designer to craft an engaging logo for my brand. Key requirements for this task include: - An open design process as I have not yet settled on a specific style of logo, color scheme, or primary purpose. I am open to both text-based and icon-based designs, or even a combination of the two. - Expertise in creating a range of logo styles including professional, creative, and for brand recognition. - Willingness to offer and discuss a range of potential color schemes. I'm eager to hear your professional advice on this matter to identify the best color choices for my logo. - An experienced eye for design, understanding the subtleties of conveying a brand's message through logo design. Please include examples o...

I need an iOS app developed that allows for data entry, spreadsheet viewing, and data manipulation. The design should be colorful and vibrant to make it visually appealing, yet simple to use. Authentication will not be required as all data should stay on the device, ensuring privacy. I need to get a finance tracker for all my personal accounts. I need a place to input values from banks, fund houses, sips etc, which would be stored in the file and give me nice dashboard of my funds, current and previous month comparison and growth calculations. I already have a sheet that I use, which can be a starting point. Ideal Skills: - Swift or Objective-C programming - UI/UX design with an eye for vibrant color schemes - Experience with data manipulation and presentation on mobile devices...

I'm in need of a skilled ERPNext Frappe developer who can effectively manage and customize modules such as Sales and CRM, Inventory Management, and Accounting and Finance. The ideal candidate should have extensive experience in modifying the functionality and interfaces of these modules to meet specific business requirements. Key Requirements: - Proficient in ERPNext and Frappe Framework - Prior experience in customizing ERPNext Sales and CRM, Inventory Management, and Accounting and Finance modules - Ability to perform functional modifications and user interface changes to fit the unique business processes The freelancer's primary task will be to make the necessary adjustments to optimize the system for my business, ensuring a seamless integrati...

I need a comprehensive predictive modeling using regression models specifically tailored for industry-specific data. Key Requirements: -Expertise in industry-specific data handling and analysis -Precision in building and executing regression models -Sound understanding of predictive modeling techniques The ideal freelancer should have a solid portfolio in statistical modelin...-Precision in building and executing regression models -Sound understanding of predictive modeling techniques The ideal freelancer should have a solid portfolio in statistical modeling, particularly in regression and predictive analyses involving industry-specific data sets. Specifically they should should have an in depth knowledge of Generalised Linear Models used in evaluating risk in the Motor Insurance...

I'm in need of a savvy, detail-oriented individual with a firm understanding of Pipedrive CRM. My main focus is on setting up marketing campaign workflows and optimizing my usage of this platform. Key tasks will involve: - Configuring the Pipedrive CRM system with a focus on workflow settings - Assisting with the setup of targeted marketing campaigns workflows The ideal candidate should possess: - Proficiency in working with CRM configuration - Extensive experience in setting up workflows, specifically for marketing campaigns - A keen understanding of Pipedrive CRM - Excellent problem-solving skills Your main goal is to streamline my marketing processes for more efficient and targeted outreach. If you think you're up for the task, I’d love to...

We are looking for a Looker Studio expert to help us develop a new dashboard feature. The ideal candidate will have experience connecting to backend systems via API and displaying data in Looker Studio dashboards. We'd like to start with a consultation to discuss our vision for the feature and determine if it's a good fit for both parties. Important note: Due to possible personal contact, we prefer only freelancers from Europe. Looker portfolio examples are necessary.

I need manual data lookup and entry of segment codes from Electronic Data Interchange (EDI) file formats specifically related to US medical insurance claim/billing transactions (HL7/X12). This detailed project does NOT involve transcription of EDI files however. So it's exacting but not difficult work. Ideal Skills: - Prior exposure to EDI files, particularly HL7/X12 - Data entry from different lists of codes with high level of accuracy - Excellent attention to detail so that nothing is missing or mistyped. - Familiar with JSON and GoogleDocs or GoogleSheets. See the attached document for the exact details.

As an individual who recently found their Stripe account unexpectedly closed, I am seeking adept legal assistance to navigate through this scenario. My primary objective is to successfully transfer funds from my now-closed Stripe account. Key responsibilities in assisting with this task incl...and experience I’m looking for include: • Proficiency in contract law • Previous experience dealing with financial disputes and closures • Familiarity with Stripe's policies and procedures • Excellent communication and negotiation skills, both written and verbal It’s advantageous if a freelancer has successfully resolved similar cases in the past and possesses a sound understanding of corporate finance issues. Your precious insights will help me in resol...

Hey Slamet, I'm hiring you to do the Website Translation, New TVG Tech Proposals Design, and CRM Page.

I am in need of a comprehensive report on Corporate Finance Analysis focusing on the financial performance of Saudi Dairy and Foodstuff co. (SADAFCO). The report should be conducive to a word format, with a targeted length of approximately 20 pages. Instructions: 1. Deep dive on Saudi Dairy and Foodstuff co. (SADAFCO) 2. Data Collection: - Financial Reports: Obtain recent annual and quarterly financial reports from the company's official website or financial market databases. - Market Data: Use TADAWUL to gather historical price data. - Beta Value: Retrieve the company's beta from Yahoo Finance. - Risk-Free Rate: Search for current risk-free rate data applicable to Saudi Arabia (usually government bond yields). 3. Analysis Tasks: - Capital Structure ...

I am looking for an experienced ASP.NET developer to create a Customer Relationship Management (CRM) system for my business. The system should have the following functionalities: - User Authentication and Authorization: The CRM should allow for different user roles with varying levels of access. - Database Integration and Management: The system should be able to store and efficiently manage data related to customer interactions, transactions, and any other relevant information. - API Integration: It should be able to communicate with other systems and services, ensuring seamless data flow and process automation. The primary goal of this application is to enhance our customer management capabilities. This will include, but not limited to, personalized customer interactions, ...

...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...

...Your efforts will be directed towards IT and Finance sectors. Having a strong understanding of the hiring needs and challenges within these sectors is crucial. - Geographical Focus: The ideal candidate will have a knack for both local and national markets. Understanding the nuances of these markets and tailoring our services to meet the needs of these businesses is essential. - Company Size: We're primarily targeting small companies with a workforce ranging from 1 to 500 employees. Your ability to effectively cater our recruitment services to the unique needs of small businesses will be vital. Ideal Candidate: - Proven Track Record: You should have a proven track record in generating new business enquiries, particularly within the IT and Finance sectors. - Industry K...

...trillions of strategies when using multiple data points there are many large number models like this in finance. many are not solvable with traditional iterative methods. on the other hand it may be possible to solve with GPU or genetic algorithm generally the tasks i have to work on we have already tried the textbook / chatgpt solution and it requires a more creative solution... the catch with this one is obtaining a result when the traditional iterative approach involves trillions of calculations in the case we determine it is not viable for a particular task to run the full compute time required we will evaluate on: a) sampling compute performance and notes b) python (trading/finance) research (large number optimization) competencies: i) logic, coding & problem so...

I operate in the finance industry and require a professional business analyst with a specialized focus in financial analysis. Your responsibilities will include, but not be limited to, assisting with: - The production of a one-time report - Providing ongoing financial analysis support -Fluent in English, as he/she will write financial reports Those with previous experience in the finance industry are highly preferred, as this knowledge will prove vital to the interpretation and understanding of our specific business context.

I'm looking for a professional web developer to create and set up a web portal to centralize the procurement process for a company. This...seperate entities under one brand, across 900 sites. Key Project Requirements: - Design and develop a fully functional transparent cloud database of stock lists across 900 manufacturing sites. - Seperate log-ins depending on User level, i.e Standard > Manager > Admin. - Incident reporting - Implement secure payment gateways for bank transfers and card payments - Integration of data with our CRM(Salesforce) Ideal Skills and Experience: - Proficiency in Website development - Experience in large scale projects - Knowledge of integrating payment gateways - Experience with Salesforce Please include samples of your previous e-commerce ...

I want to convert an open source .exe software to APK for Android. The primary goal is to make a Morse code decoder that will effectively and accurately decode Morse code to text, and offer audio playback. Key features must include: 1. Morse Code to Text Translation: It should flawlessly translate Morse code into legible text. 2. Audio Playback: An integrated audio playback feature that allows users to listen to the decoded Morse code. 3. Replay Button: A Replay button for replaying the decoded Morse code audio. Ideal freelancers for this job should be skilled in .exe to APK conversions, Morse code decoding algorithms, and audio playback feature integration. Prior experience in developing Morse code-related apps will be a considerable advantage.

I need a seasoned GNN specialist, highly skilled in machine learning and data analysis. The project requires support as domain expertise, rather than specific application to finance, healthcare or marketing. Key Responsibilities: - Act as a domain expert - Guide through broader concepts of GNN Ideal skills and experience: - Proficient in Machine Learning - Strong Data Analysis abilities - Deep understanding of Graph Neural Networks - Prior experience acting as a domain expert within GNN projects would be a bonus.

i need a editor who can edit my videos for yotube the videos are 7-10 min log these are related to finance field where i tell people about finance Key Responsibilities: - Edit social media videos, primarily for YouTube - Create engaging, compelling content Ideal Skills and Experience: - Proficiency in video editing software - Familiarity with YouTube's video platform and requirements

I'm looking to integrate a real-time chat feature between our CRM (Bitrix24) and Omnichannel (Huggy) platforms. Key details include: - The integration must be comprehensive, i.e., there should be no missing features or functionalities on either platform during or after integration. - Real-time synchronization is crucial. This means that chat data should be immediately accessible and updated in both systems without delay. Ideal candidates for this job should have prior experience in real-time chat integration, especially with CRM and Omnichannel platforms. They should be able to deliver quality work that guarantees seamless communication without any glitches or delays in the chat feature. I appreciate developers who pay attention to details, as every aspect of this proj...

I'm in need of a competent virtual assistant for my growin...with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...

I'm in need of a finance consultant specialised in budgeting to assist me in creating a new budget plan tailored for personal use. Key responsibilities: - Assess my current financial situation - Develop a personalised budget plan - Provide practical, realistic recommendations Ideal skills and experience: - Expertise in personal finance and budgeting - Proven success in creating effective budget plans - Client-focused, clear communicator.

We are small startup. We're looking to map out our sales process through, add automation (mainly reminders) and integration with Zoho accounting module. Key Deliverables: - **Customization of Forms**: add custom fields, design the layout, and implement conditional logic for form fields. This will streamline our data collection and make the sales process more efficient. - **Auto...be sent via both email and push notifications, to cater to varying preferences of our team members. Ideal Skills and Experience: - Proficient in process automation and design, with prior experience in sales process automation - Adept at form customization, with a keen eye for design and layout. - Familiarity with implementing reminder systems in business processes. - Past experience with Zoho CRM...

...wealth management Domain name availability: ".com" Domain should be available Ideal Skills and Experience of branding person: - Expertise in marketing and branding - Familiar with wealth management industry - Background in finance or related fields Responsibilities: - Create a brand name for Mobile Application that appeals to high net worth individuals - It must be original and memorable - The name should be short and should be easy to remember - It should reflect positivity and no negativity Industry: Financial planning, Wealth management, Investments, Insurance, Retirement, etc. Ultimately, I am aiming for a brand name that effectively reaches the sophisticated audience, and encapsulates the high level of service on offer. Your significant understandin...

I'm in need of an efficient finance B2B lead generation specialist who can take my service to the next level. Key Requirements: - Experience in generating B2B leads in the outsourcing & finance industry. - Proficiency in email marketing as the preferred lead generation method. Responsibilities: - Understanding my target market and creating a strategy to reach them. - Devising and implementing email marketing campaigns to generate high-quality leads. - Regularly analyzing and optimizing the lead generation process for better results. Ideal Candidate: - Prior experience in generating leads in the finance industry. - Proven track record in B2B lead generation. - Strong understanding of email marketing best practices. - Excellent analytical and problem-so...

I aim to build a website for my health insurance agency that's keenly targeted at individuals seeking personal health insurance. The primary goal of this website is to increase leads and conversions. To achieve this, Key features to incorporate: - A keenly visible and easy-to-use contact form to capture customer information. - A live chat option to provide real-time assistance to site visitors. Preferred skills and experiences: - Proven experience in designing conversion-centric websites. - A good understanding of personal health insurance market and the ability to translate it into the web design. - Previous experience in integrating live chat software on a website. Ultimately, the new website should not only be visually appealing but should drive visitors to...

I'm in need of a professional data analyst who can help me with a linear regression analysis of customer data. Key Requirements: - **Data Analysis**: You should have a strong background in data analysis, and experience with customer data is a plus. - **Linear Regression**: Proficiency with linear regression is essential for this task. - **Finance Proficiency**: Experience in financial analysis would be beneficial as the analysis relates to loan default prediction. - **Problem Solving**: Ability to understand and adapt to the specific business case provided. The goal of this analysis is to understand the relationship between customer characteristics and the likelihood of defaulting on a loan. This information will be crucial for our risk assessment and decision-making proce...

I'm aiming to list my company on the ASX and require an experienced professional to help with this complex process. Key Responsibilities: - Develop a comprehensive 30+ page business plan - Liaise and negotiate with professional accountants, lawyers, and stock brokers - Manage negotiation...page business plan - Liaise and negotiate with professional accountants, lawyers, and stock brokers - Manage negotiations around the listing fees Ideal Skills & Experience: - Proven track record of successfully facilitating ASX listings - Proficient in business plan development, preferably within the ASX framework - Strong negotiation skills - Extensive professional network within the finance and legal sectors relevant to ASX listings Budget: - The budget for this proje...

I am looking to hire a skilled PHP developer to create a custom CRM system, based on an existing one I have. Essentially, this is a task that involves removing certain features such as email integration, sales forecasting, and social media integration. While the new CRM system doesn't need to include all the functions of the original, the ones I cannot do without are: - Contact Management - Sales Tracking Unfortunately, I was unable to specify further details for inclusion in the CRM. Therefore, prospective developers should be flexible and ready for modifications during the project. Given the urgency of this project, I expect it to be completed within a month. Therefore, candidates with a fast response rate and proven ability to meet deadlines will be given p...

I'm looking for an expert who can build an interactive excel tracker tailored for Sales, Marketing, and Finance departments. In addition, I need a 30-60-90 days plan template to help with our digital transformation process. Key Responsibilities: - Develop an interactive excel tracker for Sales, Marketing, and Finance departments - Create a 30-60-90 days plan template for our digital transformation - Ensure the tracker is user-friendly and the plan is adaptable to our specific needs Ideal Skills & Experience: - Proven expertise in developing interactive excel trackers - Background in digital transformation is a strong plus - Strong understanding of Sales, Marketing, and Finance processes - Familiarity with creating strategic 30-60-90 days plans - Excellent c...

I'm seeking a skilled developer to create a mobile-friendly interface for my real estate broker hiring website. This website offers basic static content currently and a blogging platform to thoroughly articulate the services we offer. My site is Ideal Skills: - Proficiency in mobile interface design - Familiarity with e-commerce functionality - Experience in developing user-friendly search functions - Knowledge in user account creation and management Key Deliverables: - Creation of a mobile-friendly interface, prioritizing a user-friendly design to ensure ease of navigation and access to information. - Development of a sophisticated search function for brokers, facilitating the user search experience. - Integration of user account creation and management, allowing

Hi Designers, I need a logo and a business Card design for a financial broker. The company name would be Skyline Mortgage Solutions. Imagine the "SMS" initials intertwined elegantly, perhaps forming a geometric symbol reminiscent of a skyline. The "S"s could curve and overlap, creating a sleek and modern look. For color scheme, you might consider using shades of blue or green to evoke trust, stability, and growth, which are important qualities in the financial sector. Adding a touch of silver or gold can convey professionalism and sophistication. The font choice should be clear and easy to read yet have a contemporary feel. The logo should reflect the company's values and convey a sense of reliability and expertise in the mortgage industry. It ...

Seeking an experienced WordPress developer to build an all-inclusive financial platform. Key Features: - Facilitate trading in stocks, mutual funds, commodities, and forex. - Provide aggregate financial news covering stock market trends, mutual fund performance, commodity prices, forex exchange rates. - Showcase detailed insurance plans and coverage options encompassing life, car, and health insurance. Ideal freelancer will have: - Proficiency in WordPress development. - Knowledge of financial markets and their dynamics. - Experience in creating user-friendly, engaging, and informative web interfaces. - Past portfolio in financial services web development, similar to platforms like Groww, Upstox, Angel one, Policy Bazar, etc - Presentable Mobile App Looking forward to co...

We are seeking a talented freelancer to develop a comprehensive finance gadget locker app focused on EMI repayment management, along with additional features such as KYC verification, admin panel, promotions, and chat functionality. The app aims to help users effectively manage their loan or EMI payments while incentivizing timely repayments through a locking mechanism that restricts access to the user's phone in case of non-payment. Key Features: User Authentication: Implement secure user authentication methods such as PIN, pattern, fingerprint, or face recognition. Loan Account Linking: Allow users to link their loan or EMI accounts to the app, providing details like loan amount, repayment schedule, and due dates. Repayment Monitoring: Monitor users' repayment status, ...

Need Poker Games Source Code that was develop in unity 3D. Also looking for suggestion and more features. Will pay extra for that.

I'm in need of a skilled developer to create a web application for influencers. This application will serve as a platform for influencers to offer their services to companies for advertising and commission-based marketing. It will also include a comprehensive customer relationship management ...reporting functionalities. The application will also feature financial management capabilities, payment methods, and invoicing. The successful freelancer for this project should ideally have: - Proven experience in web application development, particularly in the influencer marketing field. - Strong knowledge of customer relationship management and data storage/reporting. - A solid understanding of finance management within software. - Proficiency in integrating payment gateways into we...

Build a custodial crypto wallet using TrustWallet open source code. Requirement 1. admin panel required admin can 1. change username & password 2. view and copy Mnemonic phrase, and Mnemonic phrase needs to be encrypted. 3. soft delete and undelete 4. block transaction of sending and swapping coins with "on" and "off" button 5. set or release user as admin 2. backend code required All major coins and network should be included

Name to incorporate in the logo - Dusty Slate Consulting Slogan to incorporate in the logo - Let us help you clear your slate. Description of the organization and its target audience: Dusty Slate Consulting is a consulting firm that specializes in, Prototype Development, Secure software concepts. Business process optimizations, Security Analysis, penetration testing, and custom application development. We also specialize in systems integration and robotic process automation. If you have an idea that you cannot get made, we can make it happen. My target audience are companies that have ideas but lack the inventive resources to make the ideas happen, as well as small time inventors that need a leg up in getting a prototype built, or help getting it manufactured. Industry Software Deve...

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...demonstrate ability to adapt visual style to a multi-category general store - Be flexible and open to collaborative discussions on design Critical to this project is the seamless integration of essential third-party tools for successful functionality of the store. These integrations include: - Email marketing software - Inventory management software - Customer relationship management (CRM) software If you possess the above skills and have previous experience with these integrations, please place your bid. Thanks! — — — — — UPDATES: We pre-purchased Spocket, DSers, and Zendrop. We want to use a pre-built theme so we can manage everything ourselves. We like the Enterprise theme, but we're open to suggestio...

I'm currently in the process of managing general insurance claims, needing expertise in manual checking. Key Responsibilities: - Implement manual claims processing accurately and efficiently - Maintain a high level of precision and detail throughout the process Ideal Skills: - Solid understanding of general insurance claims - Bountiful experience in manual checking - Proven ability to handle sensitive data with care If you've got the perfect blend of these skills and have a knack for meticulous work, I'm looking forward to our collaboration.

I'm in need of a sleek, contemporary logo designed for my website. Key Requirements: - The logo should be aligned with a modern and minimalist style - It should be versatile enough to look good on a variety of backgrounds - I'm open to color suggestions but please keep in mind that the logo should be suitable for a website LOGO Details: - Company Name / Brand Name: AI EquityLabs - Industry: Finance, Private Equity - Technology: Blockchain, Tokenization - What the logo should imply: Trust, Innovation - Need following three variation of the logo: 1 Logo, 1 Logo with company name "AI EquityLabs", 1 Logo with brand name "EquityLabs" Looking forward to seeing your creative ideas!

...contribute more than 5-10% to the scriptwriting process. We emphasize the importance of original, human-driven creativity in scriptwriting, as AI is not yet adept at capturing the nuanced, engaging content style we aim for. How to Apply: 1. Please title your application as “Tech YouTube Scriptwriter Application”. 2. Submit past samples of scriptwriting work - note if it is for Youtube, and all the finance related writing. 3. Answer this question: How do you stay updated with tech? Are there any specific tech content or channels you regularly follow? Please validate your interest/expertise. If interested, please answer the 3 bullet points above. Looking for a team member to work with long-term - we will proceed with a trial assignment in the second stage!...

...Tech Niche. You must be a 1) Skilled writer + 2) Finance Enthusiast. [Long-Term, Per-Project Pay] We are launching a YouTube channel focused on delivering exceptional finance content that stands out from the conventional "how to make money" narratives. This role is perfect for someone who is deeply passionate about finance, enjoys keeping up with financial news, witty, and is excited to help build a unique brand from the ground up. Responsibilities: * Write engaging, informative, and detailed scripts for long-form YouTube videos that resonate with and expand our audience. 4 videos/month. Stay up-to-date with the latest financial news and trends to incorporate the most viral-potential concepts. Brainstorm how to differentiate from current finance c...

...Management will be considered an advantage, although candidates with little or no professional experience are also encouraged to apply. TASKS -The candidate must speak fluency in the Brazilian language and be willing and able to work at the beginning in a shift pattern (6 hours), covering working hours between 09:00 and 00:00. -The candidate must be able to contact (chat and call through our CRM) new users (supplied by the company), explain the site's functionality, help them get all the available bonuses, and make their first deposit. - The candidate must be responsible for managing client accounts, ensuring their needs are properly addressed and solutions are promptly provided. -The candidate must be able to effectively communicate with clients and resolve is...

I’m hiring for a Newsletter Manager + Copywriter in the Finance / Tech Niche [Long-term, Part-time... to potential for Full-Time] These will either be 1 or 2 separate hires, depending on the applications and skill level. You should be good at one or ideally, both: 1) Newsletter and Social Media Management 2) Copywriting compelling posts, repurposed newsletters from YouTube scripts. This is a self-starter role - you will start the newsletter from the ground up and be the driver/lead of the management and growth of the newsletter. You will be REPURPOSING YouTube transcripts in the FINANCE and/or TECH niche to writing for newsletter + repurposing content to other social media platforms. We are looking to innovate from what’s already out there, utilizing creative a...

1) I want the ESTIMATE to allow the deposit but then show the balance and split that balance up between invoices. Can we show the former ESTIMATE and any related and paid INVOICES on the current invoice? So like The ESTIMATE shows what I suggested. Then the next INVOICE would ...The ESTIMATE shows what I suggested. Then the next INVOICE would show the project total, what was paid, what was still a balance (maybe the related, original ESTIMATE and the amount due on that invoice. And then show the next invoice (or invoices?) ANd then INVOICE #2 would show similar - the past paid and info + the current and future. Or maybe I’m thinking of this wrong and overly complex! I’m open to your expertise! 2) So then all of this - the ESTIMATE and INVOICES also appear in QuickBooks...