How can a financial advisor help a small business jobs
I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our emai...
I'm in need of a proficient data analyst to perform group comparison analysis on my SPSS file. Key Requirements: - The purpose of this analysis is to compare different groups or variables (two). You'll need to identify the relevant groups and perform T-tests/ANOVA accordingly. - You'll be provided the data in SPSS file format, hence experience and a good understanding of SPSS is a must. Ideal Skills and Experience: - Proficiency in SPSS and strong statistical analytical skills. - Experience in conducting T-tests and ANOVA. - Ability to interpret and explain results in a clear and concise manner. Please bid if you have the relevant skills and experience for this task.
We are a start-up and looking for a Chartered Accountant with Zero Attitude. Core Skills Required: Cloud Busy, GST Reconciliation, Adjusting Non-GST Purchases, RCM, Invoicing and Bookkeeping. Core Experience Required: Atleast 2-3 years of experience in handling annual turnover of 5 Cr + preferably in e-Commerce sector. And, someone who can take complete responsibility of owning, managing and supervising all tax related work. Please only apply if you can work dedicatedly and for long term.
I'm in need of a captivating, motivational Instagram reel that showcases the growth of a Robinhood account from $1000 to $20,000 in 15 days. The reel should be designed to inspire and engage viewers, utilizing the following elements: - 15-20 shots: These shots need to be carefully selected and well-timed to tell the story of the account's impressive growth. Creative angles and visual storytelling will be crucial to maintaining viewer interest. - Motivational Music: I specifically prefer an Inspirational Cinematic style for the background music. The track should complement the visuals and elevate the overall impact of the reel. - Screenshots: The reel should include screenshots of the Robinhood balance increasing 15-20 times over the 15 days. These screenshots shoul...
...experienced 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 sp...
I'm looking for an experienced developer who can create a web and mobile application for a community-based project. This is a multifaceted project with a variety of requirements that aim to promote user interaction and engagement within the platform. Features & Modules: - User Registration & Login: A seamless process that allows users to sign up and access the platform with ease. - Messaging System: A built-in messaging system that enables users to communicate with each other. - Forums for Discussions: A space where users can create and participate in discussions, fostering a sense of community and collaboration. Third-party Integrations: - Payment Gateway: Integration of a payment gateway to facil...
...experienced Business Analyst or Operations Consultant to help enhance the efficiency and productivity of our customer service operations. The main goal of this project is to revamp our current processes and practices, and to implement structures that will in turn improve customer satisfaction. Key responsibilities and expectations include: - Analyzing current customer service operations: You'll need to evaluate the existing workflow, resources, and tools while identifying process bottlenecks and inefficiencies. - Proposing and implementing improvements: Using your expertise, you'll develop strategies and solutions that will make our customer service more efficient, effective, and responsive. - Tailored recommendations: These should be specifically designed to m...
I'm in ne... Sold, Bought positions etc.) for a given account/ institute. We will publish two things: 1) In order to work with us as a broker/ investment what we need at minimum - certification steps 2) APIs for anyone to work with that broker through our APIs Key Responsibilities: - Developing APIs for integrating our system with more than 6 external platforms - Ensuring smooth and seamless data flow Ideal candidates should have: - Proven experience in developing APIs - A good understanding of data integration - Experience working with financial systems/ brokerages to understand various investment vehicles one can get - Different type of accounts / knowledge/ what is IRA or non-IRA for example. Please message me with your relevant experienc...
I have been doing online business for more than five years. The 2023 revenue is $4.5 millions. I'm on the hunt for a professional high ticket sales closer with an in-depth understanding of the e-commerce industry. I'm launching an online school focusing on teaching individuals how to build successful multi-million-dollar e-commerce businesses. My target audience is motivated individuals eager to learn the e-commerce ropes and willing to invest in high-level education. Key Responsibilities: - Convert interested prospects into students - Possess persuasive consulting services skills - Foster relationships with potential clients Ideal Skills and Experience: - In-depth knowledge of the e-commerce industry - Proven track record in high ticket sales - Expert...
I'm seeking a logo designer with a talent for innovative, modern design. The ideal candidate will have previous experience creating logos for businesses related to Cloud Hosting, Web Servers and VPS. Key Requirements: - Ability to produce creative and innovative logo concepts - Experience designing logos for businesses in the tech industry Key Elements: - Use of the colors Green, Dark Grey and White. - Incorporation of cloud and server symbols in the design Please include examples of previous logo designs in your bid.
I am looking for someone to help expand my company that provides services. Our target audience is both businesses and individuals. Key Responsibilities: - Research and identify market opportunities - Develop strategies to grow the business - Execute marketing and sales plans - Enhance online presence and engagement The ideal candidate should have experience in the service industry and demonstrate a strong business acumen. Experience in developing online platforms and digital marketing would be a plus.
I'm in need of a proficient business report writer who can create engaging and informative blogs for my website. The focus of the blogs should be around the structure of a report, data analysis, and writing style. Key Requirements: - Proficient in business report writing - Able to simplify complex information - Create engaging and informative content The ideal candidate should have a strong background in business report writing and be able to tailor the content to both students and professionals. The goal is to provide tips and techniques and discuss common challenges in a way that is easy to understand and apply.
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 runnin...
Hello, I need interactive demo, built in Unity, C#, for scrolling and repeating map of 2D tiles. 1) The map shall be square. The camera must follow main character(let it be represented as simple circle). When the character moves close to the edge of a square, the map shall be wrapped around, so that bottom part goes top, left part goes into right, and so on. The above, I call scroll, repeat map. PM me, if you do not get my description. 2) The map shall have some props, like other circles with various radius. Main character shall not go through the props. The main character shall avoid the props while moving. 3) Moving is done with keyboard.
Need drawings for a 3 season room as posted in the attached file from elevations to layout.
I'm in need of a skilled designer to create standard-sized brochures and visiting cards for my startup small business. These should be professional and appealing to potential customers. Key Requirements: - Include our company name and logo - Incorporate our contact information Ideal Skills and Experience: - Graphic design - Experience creating marketing materials - Understanding of startup branding and aesthetics The ideal freelancer will produce a design that reflects our company's personality and appeals to our target audience. Please provide examples of similar work you've done in the past.
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...
I'm seeking a knowledgeable and engaging writer to work on my pest control blog for business owners. The blog would target aspects of a business owner's lifestyle, particularly those who enjoy travel and adventure. Here's what I am looking for: - A post per week covering specified topics: identification of common pests, DIY pest control tips, and pest prevention strategies. - Content that integrates seamlessly into a lifestyle-focused narrative; travel and adventure tips combined with pest control advice would be an excellent example. Ideal Skills and Experience: - Excellent writing skills with a knack for making technical information engaging - Broad knowledge of pest control methods and the lifestyle of travel and adven...
I'm in need of a Google Ads expert who can help me create and manage a campaign that solely targets businesses. I'm not looking to attract consumers, but rather generate leads specifically from the business sphere. Key Requirements: - I'm looking for a professional who's well-versed in Google Ads, particularly with a strong history of targeting specific audiences. - The ideal candidate should have a proven track record of generating leads for businesses through Google Ads. - Someone who can design a campaign that ensures only businesses see and engage with the ads. The primary goal of this project is to generate leads from businesses. The successful freelancer will need to: - Create a campaig...
...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, pie charts, and infographics (you can redesign the charts already put in the model). Incorporate interactive visuals for digital presentations if possible. Highlight key figures with distinct colors and larger ...
I am in need of a professional writer who can produce high quality blog content on pest control, tailored for business owners. 5 articles - 500 words for each The blog will cover a variety of topics related to pest control, including: - Preventing pest infestations - Identifying common pests - DIY pest control techniques The ideal candidate will have the following skills and experience: - Proven track record in writing engaging blog content - Experience in the pest control industry is a plus - Ability to translate technical information into easily digestible content - Understanding of SEO best practices for blog writing The blog posts should be in an intermediate level, meaning they should be informative and insightful, yet accessible to someone with...
I require a well-crafted, professional business brochure, with a focus on informing potential clients. The tone of the brochure should be professional and formal to best represent my business. Key points: - The main goal of this project is to create a digital format brochure (PDF, e-brochure) that is visually appealing and informative. I want to ensure that it projects a professional image and effectively communicates the key aspects of my business to potential clients. - The design should be clean, simple, and elegant. Ideal Skills and Experience: - Graphic Design: A strong portfolio of professional, corporate brochure designs is essential. - Copywriting: Ability to craft professional and informative content that suits the tone and...
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 for my indepen...
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 make complex topics understandable. -...
I'm in need of a cutting edge informational website for my business. The primary objective of this website is to encourage visitor interactions and prompt them to reach out to me. the company has been here since 1997 but we are now under new management since december 1st and we have remodeled and revamped the space we are a printing and copy shop but we have so many other services that we provide. I already have the domain name that I would like to use for my business Key components that need to be integrated into the homepage include - Testimonials: Displaying positive feedback and comments from satisfied clients will help in building credibility. - Featured Services: A section that highlights my main services or products, showcasing their v...
...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 financial...
...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 realizati...
I'm seeking a skilled and experienced professional to develop a Detailed Project Report (DPR) for a real estate project in Lucknow. This report is primarily for potential investors, therefore it should be extensive, informative, and compelling. Key tasks and requirements: - Develop a comprehensive DPR that clearly outlines the potential of the project, its financial viability, and the predicted return on investment. - The DPR should be structured in a way that is easy to understand for investors with varying levels of real estate knowledge. - Conduct a thorough market analysis specifically focusing on Lucknow real estate market. - Recommend the most suitable real estate project type (residential, commercial, mixed-use) based on the mar...
I'm looking for a talented designer to create a modern, visually appealing logo for my business. Key Requirements: - Modern Style: The logo should embody a modern aesthetic, reflecting the contemporary nature of my business. - Creative Interpretation: While I do not have a set image or symbol in mind, I'm open to the creative interpretation of the designer.
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 financial...
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 communication, excellent negotiation skills...
I seek a skilled graphic designer to create a new logo for my existing business. Key Requirements: - Design an engaging and professional logo: I need a logo that reflects my business values and resonates with my target audience. It should be unique and memorable. - Incorporate the existing color scheme: I have a specific color scheme in mind that I'd like the logo to follow. Ideal Skills and Experience: - Proficient in graphic design tools: The ideal candidate should have a strong command of graphic design software and tools. - Previous experience with logo design: Experience in creating professional logos for established businesses is a plus. - Strong understanding of branding: A good understanding of branding and ...
Hi Nima D., I noticed your profile and would like to offer you my project. We can discuss any details over chat.
Hi Nima D., I noticed your profile and would like to offer you my project. We can discuss any details over chat.
...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, pie charts, and infographics (you can redesign the charts already put in the model). Incorporate interactive visuals for digital presentations if possible. Highlight key figures with distinct colors and larger ...
I'm seeking a highly skilled SEO and SMM expert focused on boosting website traffic, improving search engine rankings, and increasing social media engagement to generate new leads for my beauty service business. - Effective SEO Strategies: Develop and implement effective SEO strategies to improve website visibility on search engines and boost website traffic. - Social Media Management: Create and manage engaging, women-focused content on our social media platforms to increase engagement. - Local SEO: Execute local SEO strategies as I am primarily targeting the local market for my beauty service. Ideal candidates should have proven experience in SEO, SMM, highly knowledgeable in targeting women audience, and have a clear understanding of how to effectiv...
I'm looking for an AI generated voiceover for business videos Can be male or female I need around 100 of them; 3 to 5 minutes each Also: can you generate the texts using AI? If yes, let me know
Is it possible to create a video using Artificial Intelligence? If yes, I will provide the texts (around 300 words each) and you will do it Voices need to be male and female This is for a business website If you can do the voiceovers as well, let me know I need around 100 of them; 3 to 5 minutes each
Is it possible to do voiceover using Artificial Intelligence? If yes, I will provide the texts (around 300 words each) and you will do the voiceover Voices need to be male and female This is for a business website If you can create the videos themselves, let me know I need around 100 of them
...on a small-scale boutique pasta production venture and I need a consultant to guide me through the pasta production process. Key Areas: - Pasta Production Process: I need expert advice on setting up a small-scale pasta drying process. This includes guidance on the temperature and humidity algorithm to achieve the best pasta outcome, along with equipment options that can be used in a small-scale operation. Ideal Skills and Experience: - Experience in pasta manufacturing is a must, and specifically in the small-scale boutique production sector. - Deep understanding of pasta production process. The focus of this consultancy is mainly on the pasta production process itself. You'll be expected to provide detailed g...
I'm looking for a skilled marketer to create a comprehensive brand awareness campaign. The main objective of this assignment is to increase brand awareness among business professionals. Key Requirements: - Focus on Email Marketing: The primary platform for this campaign will be email marketing. You should have a strong background in crafting engaging email content and strategies to reach business professionals effectively. - Audience-Centric Approach: The campaign should be tailored specifically for business professionals. Your ability to understand their needs, habits, and preferences will be crucial in making the campaign successful. Ideal Skills and Experience: - Proven track record in brand awareness campaigns, particularly in the B2B ...
Detail financial analysis of different companies
I am looking for an expert in SSRS to set up a solution to track our daily financial transactions. The primary goal for this solution is to provide us with a simple, user-friendly way to access and track these transactions on a daily basis. Key requirements include: - Set up and customize the SSRS solution to track daily financial transactions - Ensure the solution is optimized for daily use and can handle the volume of transactions - Implement a system that would automatically send the daily reports to a specified email address Ideal skills and experience: - Proven experience with SSRS and setting up similar solutions - Strong understanding of financial data and tracking requirements - Ability to create automated reporting ...
As a small-scale business owner, I need a proficient cybersecurity expert to address three crucial areas of cybersecurity within my organization: network security, data protection, and threat detection. Additionally, expertise in penetration testing will be of added value. Key responsibilities will include: - Setting up and managing a secure network infrastructure to ensure protection against possible network threats. - Implementing solutions for data protection to safeguard sensitive data and reduce the risk of data breaches. - Establishing reliable threat detection mechanisms to identify and combat cyber threats before they impair our systems. - Conducting penetration testing to identify any potential vulnerabilities and strengthen our security posture...
I'm looking for an Asana Team Manager who can help me keep track of various tasks assigned to my team. This role is crucial because it will allow me and my assistant to concentrate on managing the financial aspects of our expanding business. Key responsibilities: - Creating and managing tasks on Asana - Assigning and monitoring tasks to team members - Ensuring deadlines are met Important notes: - You'll be working with just one business for the time being - I'm looking for someone with a beginner's level proficiency in Asana, as this role will be more about managing tasks rather than setting up complex projects. Ideal Skills: - Proficient in Asana - Basic project management skills - Excellent task assignment and tracking capa...
I'm seeking a logo designer to craft a captivating symbol that represents brand recognition. This logo should encapsulate our core values: trust, reliability, stoicism, power, sisu, professionalism and quality. I have in mind color schemes that either pairs black and gold together or combines blue, gray and white. The ideal freelancer for this job would be experienced in branding and potentially marketing, with a sophisticated understanding of color psychology and simplicity. I'm aiming for a logo that not only distinguishes our brand but also resonates with our audience on a deeper level. Connect with me if you're ready to create a memorable design that conveys trust and quality. The company is a one stop financial ma...
...looking for a skilled PowerPoint expert to create a compelling presentation targeted at a professional business audience. This presentation should aim to persuade and convince its viewers. Key Requirements: - Design a persuasive, high-impact presentation, focusing on the needs of a business audience - The presentation should be informative, clear, and engaging - The structure should be logical and easy to follow, enhancing audience understanding and retention Ideal Skills/Experience: - Proficiency in PowerPoint and a strong portfolio of previous presentations - Familiarity with creating persuasive content - Understanding of business communication and audience engagement The presentation is expected to contain 11-20 slid...
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