How to say no to a financial advisor jobs

I'm looking for a professional writer with a strong understanding of business concepts to create a comprehensive business report for me. Key Requirements: - Analyzing financial performance - Evaluating marketing strategies - Assessing operational efficiency Ideal Skills and Experience: - Proven track record in business report writing - Understanding of financial, marketing, and operational concepts - Ability to concisely convey complex information

I require the expertise of a proficient Odoo ERP freelancer to assist in migrating data from an old system to a new one. Key Requirements: - Expertise with Odoo version 15. Familiarity with the ins and outs of this system version is crucial to successfully migrate the data without loss or corruption. - Extensive experience is paramount. I'm eager to hear about the similar data migration projects you've handled in the past and the results you've achieved. - A deep understanding of the Accounting module which the data is primarily focused on. Ensure you are adept at dealing with figures, financial data, balance sheets and other financial reports. Best suited freelancers would be detail-oriented, meticulous, an...

...looking for a talented frontend developer to obtain sample songs from 20 famous singers and upload their songs and images to the frontend. We are developing an AI song generator web application. If you do well on this small task, you will be fully involved in the development and updates of the frontend portion of this dynamic project. The basic frontend has already been developed by one developer. Frontend update is required. Here are ten of the most famous singers of all time, known for their vocal prowess and significant influence in the music industry: 1. *Aretha Franklin* - Known as the "Queen of Soul," she is celebrated for her powerful voice and hits like "Respect" and "I Say a Little Prayer." 2. *Elvis Presley*...

...accountant to handle our financial needs in US. The ideal candidate will have more than 5 years of experience in the field of accounting, and have a particular understanding of technology finance. The primary responsibilities of the accountant will be to: - Manage bookkeeping: This entails recording transactions, producing financial statements, and maintaining general ledgers. - Handle tax and VAT preparation: The accountant will be responsible for filing tax and vat return and ensuring to be up-to-date with any tax obligations. - Assist with financial planning: This will include helping to analyze the financial situation and make informed decisions about the future. The ideal candidate will have a keen under...

I'm looking for a proficient writer to craft a monthly newsletter focused on blockchain technology, cryptocurrency news, and investment strategies. This newsletter is tailored for a diverse audience including: - Crypto enthusiasts: Providing them with the latest trends, emerging technologies, and upcoming events in the crypto space. - Investors: Covering the market analysis, potential investment opportunities, and expert opinions. - Beginners interested in cryptocurrency: Simplifying complex concepts, offering beginner-friendly guides, and providing essential knowledge to help them start their crypto journey. The ideal candidate should have knowledge and experience in: - Cryptocurrency and blockchain technology - Investment strategies, market anal...

I'm in need of a comprehensive business plan for my startup mediation consultancy. As a business-to-business service provider, my main areas of focus will be civil and commercial, workplace mediation. The plan should cover: - Market Analysis: I need a detailed overview of the mediation market in England, with a particular focus on the demand for civil, commercial, and workplace mediation. This should include key competitors, potential niches, and market trends. - Marketing and Sales Strategy: The plan should outline a strategy for how I will attract and retain clients, particularly individuals, small businesses, and corporations. This should include marketing channels, pricing strategies, and sales tactics. - Financial Project...

I'm in need of a professional who can create comprehensive financial reports for my business. This project requires someone with: - Proficiency in financial report writing - Understanding of financial data and its sources - Experience in writing income statements, balance sheets, and cash flow statements Please bid if you can deliver high-quality, accurate reports.

Building a comprehensive school management software with features like online exams, results management, fee management, and more would require integrating various modules. Here's an outline of how you could structure such a software: User Authentication and Access Control: Allow administrators, teachers, students, and parents to log in with different levels of access. Student Information System (SIS): Store and manage student demographics, academic records, attendance, health information, and conduct records. Teacher/Staff Management: Manage teacher and staff profiles, attendance, timetables, and leave requests. Online Exam Module: Create and manage online exams with customizable parameters (e.g., time limits, question types). Provide tools for questi...

I need a comprehensive loan calculator that can handle different loan calculations and provide detailed outputs. The ideal calculator should incorporate: - Simple interest calculation - Compound interest calculation - Amortization schedule based on EURIBOR 6M + spread Key Features: - Input fields for: - Principal amount - Interest rate - Loan term - Calculation of: - Total interest paid - Payment schedule The final deliverable should provide clear, accurate results. The tool needs to be user-friendly, with a clean and intuitive interface. Previous experience with financial calculators or loan management systems is a plus.

I am seeking a skilled software developer to create a rental system CRM application with specific functionalities. Key Features Required: - Customer Management: The application should be capable of managing customer details, their rental history, and other related information. - Inventory Tracking: An efficient inventory tracking system should be in place to monitor the available and rented items in real-time. - Rental Scheduling: The ability to schedule rentals, track them, and send reminders to customers is crucial for this project. Platform Compatibility: The software should be compatible with various platforms including Windows, MacOS, iOS, and Android. Essential Functionalities: - User Authentication: The system should validate the users b...

Looking for Freelancer with Skills in Technical and Financial Proposal Writing, Design, and Summary Creation About Us: We are a dynamic event management company specializing in organizing memorable events that celebrate culture, heritage, and unity. Our team is dedicated to delivering exceptional experiences for our clients and their audiences. Opportunity: We are seeking a freelance professional who can assist us in crafting compelling technical and financial proposals for our events. This role involves creating visually appealing designs and themes that align with our clients' objectives and summarizing them into concise proposals that capture attention and secure contracts. Skills Required: Proficiency in writing PPT technical and financia...

I am looking for a professional who can help me create a detailed and viable business plan for launching a cafeteria in Dubai for eg ( Antar, ijaza etc) This cafe will mainly serve a variety of items, focusing burgers, sandwiches, juices, snacks and all types of foods. Key responsibilities will include: - Crafting a comprehensive business plan including market analysis, competitive study, financial projections and marketing strategy and where to source all the products from. - Expertise in identifying profitable and suitable locations within the city. - Price and cost estimates - Experience in the food and beverage industry, specifically in cafeterias or casual dining, will be highly preferred. Ideally, candidates will have a deta...

...an experienced US accountant to handle bookkeeping and help with obtaining a Colorado Sales Tax License for my Shopify business. Here are the specifics of the project: - Bookkeeping: as my accountant, you'll be responsible for accurately maintaining records of financial transactions on a regular basis. This includes recording sales, purchases, receipts, and payments, as well as reconciling bank statements and generating financial reports. - Assistance with Colorado Sales Tax License: I need help in applying for a Colorado Sales Tax License. This involves understanding the specific requirements and regulations for sales tax in Colorado and ensuring that my business is compliant. Your experience as a US accountant with a stro...

...looking for a skilled developer to help integrate Websockets into my system. The primary functionality I need is to ensure that my finance data is updated in real-time. Key Requirements: - **Websockets Integration**: The project primarily requires the integration of Websockets to enable real-time updates. The financial data should be updated swiftly and accurately as it changes. - **Data Security**: While the data is sensitive, standard encryption is sufficient. The system should be safeguarded against any data breaches that would compromise the financial data. Ideal Skills: - Proficiency in Websockets and real-time data updates. - Experience in handling financial data or other similarly sensitive information. - Understanding of encrypt...

I'm in need of a skilled accountant to manage my financial records and tax preparation, specifically for Colorado state tax requirements. Your responsibilities will include: - Handling bookkeeping tasks - Preparing financial statements - Applying for a Colorado Sales Tax License - Ensuring compliance with the state's tax regulations Communication is key, so I'd prefer if we can engage via email and video conferencing. Your expertise in the field and experience with similar projects will be highly valued and appreciated.

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...looking for a talented frontend developer to obtain sample songs from 20 famous singers and upload their songs and images to the frontend. We are developing an AI song generator web application. If you do well on this small task, you will be fully involved in the development and updates of the frontend portion of this dynamic project. The basic frontend has already been developed by one developer. Frontend update is required. Here are ten of the most famous singers of all time, known for their vocal prowess and significant influence in the music industry: 1. *Aretha Franklin* - Known as the "Queen of Soul," she is celebrated for her powerful voice and hits like "Respect" and "I Say a Little Prayer." 2. *Elvis Presley*...

I'm seeking a reliable developer to construct an app compatible with both IOS and Android platforms. The app's principal function includes transferring money from credit cards to bank accounts effortlessly. Desired features: 1. **SMS Verification**: Users should be authenticated through SMS verification in order to ensure security. 2. **Manual Credit Card Entry**: The process of transferring money would involve the user manually entering their credit card information. Ideal candidates will have experience in creating financial apps, dealing with user authentication systems, and can prioritize seamless functional flow. Preference will be given to those who have worked on similar projects and have a clear understanding of mone...

I'm in need of a dummy web application that will solely serve as a demo platform, basically only html and css Key Features: - Display of dummy financial data: The dashboard should showcase dummy financial transactions in an organized manner. Ideal Skills and Experience: - Web Development - UX/UI Design Please note: This is a mock-up demo. The web application does not need to have any actual functionality, just the simulated display of financial transactions. I just need to make to show the demo to my supervisor, so basically just make the image I give into HTML and css so it can look the same

I invested few lakhs to acquire a 1.02% stake in an SPV. Despite the overall sale price appreciation over five years, I'm facing a loss upon exit, contrary to expected gains. I'm seeking a forensic audit service to conduct a thorough analysis of this matter. I will provide my observations along with the Audit report and Bank statements. Before bidding, please ensure you have experience in conducting forensic audit investigations and the ability to observe irregularities (which will enable me to engage in a more informed dialogue with the SPV team). Key responsibilities: - Focus is primarily on the review of financial statements - Identify any signs of financial fraud - Deliver a comprehen...

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I need a professional website that aptly portrays my investment advisory services and showcases my portfolio. The website should cater to individual investors, small business owners, and high-net-worth individuals. Key Features: - Detailed and clear information about my advisory services: Candidates with experience in creating informative and engaging content relating to finance or investments will have an advantage. - An investment portfolio section: The ideal freelancer should demonstrate an ability to elegantly display financial data in an accessible manner. - A contact form: Allow visitors to submit inquiries directly through the site. - An investment calculator: This needs to be user-friendly and visually appealing, requiri...

I need expert assistance with a specific task related to Excel. This task involves the careful extraction of data from Excel into a pivot table. The data in question is financial in nature, and more specifically, the focus is on expenses. Here is what I require: - Just the expenses data extracted from the Excel file and made available for the creation of a pivot table. - You'll need to determine the format of the data in the Expenses column. Your skills and experience: - Advanced knowledge of Microsoft Excel, especially in working with different types of data. - Proven experience in handling financial data, specifically expenses. - Ability to interpret varying formats of data on Excel. - Good problem-solving abilities, given t...

...need a freelancer who can conduct a quick stock market research based upon availability. I am looking for a potential talent that can develop an algorithm for me that can help us keep earning money in the stock market without losing any money. I want to make an automate notification based on financial news so that I can just simply buy it if I know the top price going to go up and sell it if I know the stock price goes down in the future. So then I can prevent such thing, loosing money, to happen to me again in the future. For example, if I ask you, why is this particular stock's price (7781.T) has significantly decreased today morning (16th March 2024) ? What is your proposal solution to prevent that from happening o...

I'm looking for a freelancer to build a microfinance project. The goal of this project is to facilitate small loans to entrepreneurs and track loan repayments. Readymade Micro finance project for WestBengal base. The ideal candidate should have experience in developing financial management systems. Clear understanding of microfinance principles is a plus. Looking for a freelancer who can deliver a user-friendly, secure, and reliable platform.

...looking for a talented frontend developer to obtain sample songs from 20 famous singers and upload their songs and images to the frontend. We are developing an AI song generator web application. If you do well on this small task, you will be fully involved in the development and updates of the frontend portion of this dynamic project. The basic frontend has already been developed by one developer. Frontend update is required. Here are ten of the most famous singers of all time, known for their vocal prowess and significant influence in the music industry: 1. *Aretha Franklin* - Known as the "Queen of Soul," she is celebrated for her powerful voice and hits like "Respect" and "I Say a Little Prayer." 2. *Elvis Presley*...

I am in need of a skilled freelancer with expansive knowledge in tax filing and planning, financial statement preparation, audit and assurance services, winding company procedures, and addressing private limited pending compliances. Ideally, you should have vast experience in handling financial matters for small businesses. Your application should include: - Detailed project proposal: Kindly break down how you plan to provide the services I require. Highlight your approach, the steps you will take, and the tools and methodologies you will employ to ensure everything is done professionally and up to standard. Skills and Experience: - Certified Accountants and Company Secretaries: Given the complexity of the work, it's crucial that ...

I need a comprehensive business plan specifically for a children's tableware business targeting preschoolers (3-5 years). The main goal of this business plan is to guide my business operations strategically. Key aspects that should be incorporated in the plan include: - Comprehensive Market Research: Specifically tailored to the local community markets as these are the primary target markets. - Competitive Analysis: A detailed evaluation of the current and potential competition within the preschooler's tableware industry in local community markets. - Marketing Strategy: Developing an effective and robust marketing strategy that appeals to this particular demographic. - Financial Projections: Accurate and detailed financial...

I am in need of an experienced and creative freelancer to help me prepare a pitch deck. The primary goal of this deck is to attract potential investors. Key components include: This pitch document should consist following:
- Need
 
-Strategic Vision/Value Proposition 
-Product/Technology/IP Strategy - About Mobile App 
-Management Team with strength About me , Uroosa ji, Riya Yadav 
-GTM Strategy & Competitive Landscape 
 - Market Size 
-Target Customers, Business Model Financial Status & Plan 
-Milestones with Timelines 
 
-Vision for the future of the company ...

I'm in need of a digital artist to copy an existing simple design, with minor changes to text only. We have a tote bag that is old and tired now but I would like to remake it. I have included a scan of the current bag, three close up photos and one photo of the overall bag. I would just like a black and white recopy of the original artwork with clean lines which I will print between A4/A3. The final box (lower right side) is currently an advert for the original coffee house (something like "Haasbrock..." but it's faded.. I would like it to say "a yawn is a silent scream for coffee" in the same font as the other boxes but I don't know if it is too long. Fyi - the bag was ...

I'm in need of a franchise or licensing agreement expert to assist in creating a partnership or collaboration agreement for my business. Key Elements: - Define Roles and Responsibilities: It's crucial for the agreement to explicitly outline the functions and expectations of each party involved in our partnership. - Revenue Sharing & Financial Arrangements: The agreement should clearly state how profits will be shared and what the financial arrangements will entail. - Termination & Exit Strategies: Having a clear exit strategy is necessary for any business agreement. The document should cover the terms of termination and the process for exiting the partnership. This job would be ideal for someone who has experience...

...for a unique project that involves acting out a scenario. This is a 1-time opportunity lasting 1-2 hours with a pay rate of $25 per hour (with potential for increase to $30/hour based on enthusiasm and performance). Responsibilities: • Act out a scenario (more details will be provided) • Think on your feet and improvise as needed. • Attend a meeting where I'll walk you through the details and provide guidance on what to say and do. Requirements: • Must be located in the Vancouver area. • Acting skills and ability to think on your feet. • Enthusiastic and energetic attitude (Most important) Additional Information: • Date: Next weekend. • No script required, but the...

I'm looking for a professional writer with a strong understanding of business concepts to create a comprehensive business report for me. Key Requirements: - Analyzing financial performance - Evaluating marketing strategies - Assessing operational efficiency Ideal Skills and Experience: - Proven track record in business report writing - Understanding of financial, marketing, and operational concepts - Ability to concisely convey complex information

I require a competent professional to create a Statement of Advice document covering three core areas - Investment Advice, Retirement Planning Advice, and Debt Management Advice. Key responsibilities: - Developing a comprehensive advice document targeted at individuals. - Diversifying the advice across investment, retirement planning, and debt management. Ideal Candidate: - Experience in financial advisement. - Exceptional writing and communication skills. - Profound understanding of financial planning and debt management strategies. - Proficiency in creating Word format documents. Deliverable: - A well-structured Word document embodying detailed financial advice targeting individuals.

We are looking for a talented designer who can create sarcastic "angry cat" meme images for our memecoin, $CLEETUS on Solana. The images will be used across our social media accounts and on our website. YOU MUST USE THE PHOTO that has been attached in this bid as part of your meme images to be considered. Our vision is that Cleetus the Cat is put in various "interesting" situations and locations and has something sarcastic to say. Key Responsibilities: - Develop sarcastic "angry cat" meme images that are engaging and entertaining and do not exist today - Include the attached photo in the meme images created - Ensure the memes are visually appealing and shareable Ideal Skills and Experience: - Proficient in graphic design and me...

I've attached two drawings which is what I would like professionally replicated so I can eventually print across say 3 x A3 sheets and display on an easel. I have attached a photo of what the old building looks like which is what one of these two drawings will replace.

This is a print ad for the same publication that we just created for Yankee Clipper Travel. It will be on the same page either directly above or under the ad you created. The ad will be the same dimensions as the ad you just did. (I re-uploaded the ad specs document into the Files section.) I also uploaded an image that we think would be a great main image for the ad. You have done work for Frank-in-Cisco before so you already have the logo and understand the colors and look and feel. In the ad, please incorporate the Frank-In-Cisco logo. (I've included in the Files section the old ad you did for us as a reminder.) This is an LGBTQ+ (gay) publication so please also incorporate the pride flag into the design. (We've also included an official 2024 SF Pr...

...Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a ...

I'm in need of an experienced API developer(s) to assist with integrating our platform with multiple external systems in USA. Plaid API aggregates with multiple finance systems (banks mainly) and their investment aggregation didn't work for me. Since Plaid API didn't work for me I am thinking we will have our own APIs to integrate to any investment banks/ brokers like E*Trade, TD Ameritrade (now part of Schwab(, Vanguard, Fidelity, Robinhood and many more. See Following APIs are needed at high level: - Minimum 1) Get Holdings/ Positions (stocks, bonds, mutual funds, options, ETFs, etc.). We will pass institute name, account # or login/password, 2) Get Transactions (Dividend Paid, Bough, Interest Charged

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I'm in need of a Medical Billing Assistant for my existing business. Ideal candidates should have an intermediate level of eClinicalWorks (eCW) experience and have a strong background in managing billing and insurance processes as well as analytical and financial reporting Key Responsibilities: - Collecting accounts receivable and processing appeals - Handling Medicare insurance claims - Handling commercial insurance claims - Assisting with monthly analytical and financial reports The ideal candidate should be well-versed in managing billing processes and have experience with both Medicare and commercial insurance. This role is crucial for ensuring our business's financial health, and we need someone who can hit the ground running.

I am seeking a talented Grant Writer to assist in drafting a comprehensive grant proposal for a business grant. Key Responsibilities: - Craft a compelling grant proposal specifically tailored for securing start-up funding from private foundations. - Ensure all grant requirements are met and the proposal is persuasive and well-researched. Ideal Skills and Experience: - Proven track record in successfully obtaining business grants, especially for start-up funding. - Proficiency in understanding the needs of private foundations and tailoring grant proposals accordingly. - Excellent writing and research skills to articulate the business's vision, mission, and financial needs effectively. - Knowledge of the grant application process, incl...

We need to improve an already existing pitch deck. Our project is to bring UFCGYM to France. The goal is to convince investors to put money on the table with the pitch deck. For the pitch deck, we need to go to the next level by improving the general design, and also making more clear what the investor will gain from this project. We would like an investor focused pitch deck with a compelling presentation regrouping facts and figures A timeline with milestones on market number and our financial analysis Ensure clarity and simplicity by using clear and simple charts to present financial data, avoiding information overload on a single slide. Utilize data visualizations like bar charts, line graphs, pi...

I am currently in a position where I want to have full control over my money. I am intending to dissolve my trust fund for this reason. This is an important step for me and I require professional input to guide me through this process. I am searching for someone with a strong background in financial management, particularly in trust funds. Knowledge in investment tracking is essential, alongside the capability of providing me a system where I can manage, monitor and make decisions about my finances independently. Additionally, the right candidate will be someone capable of: - Guiding me through the dissolution of my trust fund - Helping me establish full control and decision-making authority over my finances - Setting up a system ...

I am a beginner in commercial real estate and I want to specifically learn about underwriting retail properties. I'm looking for an experienced professional to teach me the ins and outs of this process. Key Areas: - I require a thorough understanding of market analysis. - I need to learn how to use financial modeling effectively in underwriting. Preferred Learning Format: - I'd like to have interactive sessions. I learn best through real-time engagement and possibly some Q&A. Skills and Experience Needed: - Deep expertise in commercial real estate, particularly in retail properties on excel - Proven track record of underwriting retail real estate deals. - Strong teaching and communication skills to...

...in need of a skilled freelancer to go through my 150-250 page income tax document which is in Word Format. I have done some edits, but it's gotten rather messy and needs a professional touch. Key Tasks: 1. Grammar and Punctuation: Make sure the text reads well and is free from language errors. 2. Formatting and Layout: I am looking for a final layout that presents the information in a clear, organized manner. I don't have any specific preferences for this, but standard professional formatting is the goal. Ideal Skills & Experience: - Proven experience in editing large documents - Excellent language skills - Proficiency in Word formatting - Knowledge of standard professional formatting - Previous exposure to income tax or other...

I am searching for an experienced financial specialist to assist me in securing capital funds exceeding $500,000 for my service industry business. The capital will primarily be utilized to support and expand business operations. Ideal Candidate Skills: - Extensive experience in fundraising and capital generation in service industries - Proven track record of successful capital raising ventures - Deep understanding of service industry requirements and constraints - Strong business acumen and strategic planning skills Responsibilities and Goals: - Develop innovative and effective capital raising strategies - Assist in identifying potential investors and negotiating terms - Provide advice on efficient allocation of capital for business operations - Facilitate the real...

I need a FB cover photo for a group. The Title should be "Merchants of Camelot" and say "Hosted by Andrea Oliver". It should include the attached image in black & white and the website Colors - Yellow/Gold and Dard Red Theme - Camelot with Red Roses Fond - Variations between script, bold and regular are appreciated.

I need assistance in creating a specialized budgeting spreadsheet focusing on drivers license renewal costs. As someone who understands the intricacies of financial data, your task encompasses the following: - Developing a budgeting spreadsheet with an emphasis on renewal fees. - Including a feature for expense tracking and an income versus expenses comparison. - Incorporating a mechanism for budget forecasts to plan my finances better. The ideal freelancer for this task should excel in financial data management and have a comprehensive understanding of Excel or similar platforms. Previous experience in creating budget planning or financial management tools would be a significant advantage. Let's simplify my fi...

As a real estate investment professional, I'm seeking a skilled communicator to tactfully reach out to pre-foreclosure property owners and distressed property owners. The goal is not only to gain understanding about their current circumstances but also propose potential alternatives to foreclosure. Desired outcomes: - Collect data about the owners' current financial status and property specifics. - Determine if the owner is open to exploring unconventional financing solutions. - Encourage follow-up discussions to further delve into these options. You should be knowledgeable about foreclosure processes and creative financial solutions such as lease purchase agreements and title sales. Mastery of persuasive c...