Financial Planning Jobs

I’m looking for a seasoned tax professional in Australia(preferably SOUTH AUSTRALIA) to take my books as they stand today and turn them into filing-ready federal and state returns for both my small business and my personal income. All bookkeeping is up to date; what I need now is accurate tax preparation that keeps me compliant and maximises legitimate deductions. Here’s what success looks like for me: • A complete set of business and personal returns, ready to file, delivered within the next four weeks. • A clear summary of any supporting schedules or elections you create so I can reference them later. • Brief guidance on any last-minute adjustments I should make before submission. Please tell me about the tax-prep experience you feel is most relevant to...

I am looking for a Filipino-based accountant who can step into our numbers, make sense of them, and turn everything into a clear, living forecast that the rest of the team—none of whom are accountants—can follow with confidence.

I’m looking for a detail–oriented Filipino accountant who can give my small construction company about five focused hours each week. Your main responsibility is straightforward bookkeeping in Xero, cashflow being a priority.

About Us We are a growing, fast-paced property surveying company working across Cornwall and Devon. Our work ranges from residential surveys to specialist and expert witness instructions, and we are known for our detailed, professional approach. As the business continues to grow, we are now looking for someone to take ownership of the day-to-day running of the office, including client coordination, administration, and financial management. This is a key role within the business. You will be responsible for keeping operations running smoothly, maintaining strong client communication, and ensuring the financial side of the business is organised, visible, and well managed. The Role This is a combined operations, administration, and finance role with real responsibility. You will take owne...

I need assistance with bookkeeping tasks in Zoho Books. This includes managing invoicing and reconciliation, as well as setting up new accounts and managing existing ones. Familiarity with Zoho Books and strong bookkeeping skills are required to ensure accurate and efficient work.

I’m appointing one exclusive representative per region to introduce and expand the reach of FSI Lab’s AI-driven trading algorithms for stocks and cryptocurrencies. The technology is fully developed and battle-tested; what I need now is your local market knowledge and business development drive. Here’s the arrangement. • Scope: You will promote, demonstrate and license our AI algorithms to brokers, funds, family offices and qualified individual traders in your territory. • Support on my side: in-depth technical training that lets you speak confidently about the models and their live performance; branded slide decks, one-pagers and demo videos for marketing; and proven client-acquisition playbooks you can adapt to local nuances. • Your focus: identify ...

I need a robust, investor-ready startup financial model that brings my entire story to life in numbers. The model should cover all three core statements—income statement, balance sheet, and cash-flow statement, and roll them into a flexible, driver-based framework I can tweak for different growth and funding scenarios. It should open cleanly in Excel, use clear input tabs for assumptions, and auto-populate monthly and annual projections. Charts and a high-level dashboard that summarises revenue drivers, burn rate, runway, and key ratios will help me speak confidently with potential investors and internal stakeholders alike. Deliverables: • Dynamic spreadsheet with linked Income Statement, Balance Sheet, and Cash-Flow Statement • Assumptions tab with easy-to-edit growth,...

My company’s books are maintained in QuickBooks, and I now need an Accountant who can handle the full cycle of monthly work—financial reporting, day-to-day bookkeeping, and account reconciliations—without hand-holding. Here’s what the engagement will cover: • Bookkeeping: post and classify all transactions, keep the chart of accounts clean, and update vendor/customer records. • Reconciliations: bring all bank, credit-card, and balance-sheet accounts to zero variance by the 5th business day of each month. • Financial reporting: prepare the income statement, balance sheet, and cash-flow report, plus any ad-hoc schedules I request, formatted for export to Excel. Acceptance criteria • All reconciliations must show no unreconciled differ...

I’m looking for a seasoned tax professional in Australia(preferably SOUTH AUSTRALIA) to take my books as they stand today and turn them into filing-ready federal and state returns for both my small business and my personal income. All bookkeeping is up to date; what I need now is accurate tax preparation that keeps me compliant and maximises legitimate deductions. Here’s what success looks like for me: • A complete set of business and personal returns, ready to file, delivered within the next four weeks. • A clear summary of any supporting schedules or elections you create so I can reference them later. • Brief guidance on any last-minute adjustments I should make before submission. Please tell me about the tax-prep experience you feel is most relevant to...

My company’s books are maintained in QuickBooks, and I now need an Accountant who can handle the full cycle of monthly work—financial reporting, day-to-day bookkeeping, and account reconciliations—without hand-holding. Here’s what the engagement will cover: • Bookkeeping: post and classify all transactions, keep the chart of accounts clean, and update vendor/customer records. • Reconciliations: bring all bank, credit-card, and balance-sheet accounts to zero variance by the 5th business day of each month. • Financial reporting: prepare the income statement, balance sheet, and cash-flow report, plus any ad-hoc schedules I request, formatted for export to Excel. Acceptance criteria • All reconciliations must show no unreconciled differ...

I’d like a detailed natal chart reading that zeroes in on my professional life—specifically how I can accelerate my career advancement and improve my overall financial picture. You’ll have my exact birth data once we start, and I’m hoping you can interpret planetary placements, house emphases, and key aspects to reveal strengths I may be overlooking, latent talents I should lean into, and any timing windows that look especially promising for promotions, new roles, or salary negotiations. Please ground your analysis in traditional natal techniques but feel free to weave in modern approaches such as psychological or evolutionary astrology if it sharpens the career-related insights. Accurate use of software like Solar Fire, Astro-Gold, or similar ephemeris tools ...

I am looking for guidance from a SEBI-registered advisor who can work primarily with SBI Mutual Fund schemes, although I am open to other houses if you can justify a clear advantage. My current position is a ₹1 crore equity portfolio; another ₹1 crore corpus available for investment -goal grow for my children’s future and generate a steady cash flow for my own expenses. Here is what I need from you: • A high-conviction investment strategy built around mutual funds that suits my high-risk, high-reward appetite while still aligning with the overarching objective of balanced growth and income. • A detailed SWP roadmap—Constraint: Net taxable amount per month should not cross 15K/month. Please outline the specific SBI MF (or alternate) schemes, expected CAGR as...

Description: We are seeking a detail-oriented and reliable Bookkeeper to join our team on a freelance basis. The ideal candidate will be based in South America and available to work either full-time or part-time. Responsibilities: Manage bookkeeping tasks including accounts payable/receivable, reconciliations, and reporting. Maintain accurate financial records and ensure compliance with company policies. Collaborate with management to provide clear financial insights. Work within QuickBooks (accounting software) to organize and track financial data. Requirements: Proven experience in bookkeeping or accounting. Strong knowledge of financial processes and attention to detail. Ability to work independently and meet deadlines. Proficiency in QuickBooks (required). Excellent commun...

We are seeking a qualified Chartered Accountant (CA) to prepare complete financial statements and supporting schedules for corporate entities engaged in infrastructure, energy, mining, chemicals, real estate, and investment activities. The selected professional will be responsible for preparing accurate, audit-ready financial statements in accordance with applicable accounting standards and supporting management in responding to auditor and lender information requests. Key Responsibilities Prepare complete annual and interim financial statements, including: Balance Sheet Profit & Loss Statement Cash Flow Statement Statement of Changes in Equity Notes to Accounts Supporting Schedules Review and reconcile: Bank accounts Loans and borrowings Fixed assets Intercompany transactions Accoun...

Description: We are seeking a detail-oriented and reliable Bookkeeper to join our team on a freelance basis. The ideal candidate will be based in South America and available to work either full-time or part-time. Responsibilities: Manage bookkeeping tasks including accounts payable/receivable, reconciliations, and reporting. Maintain accurate financial records and ensure compliance with company policies. Collaborate with management to provide clear financial insights. Work within QuickBooks (accounting software) to organize and track financial data. Requirements: Proven experience in bookkeeping or accounting. Strong knowledge of financial processes and attention to detail. Ability to work independently and meet deadlines. Proficiency in QuickBooks (required). Excellent commun...

We are seeking a qualified Chartered Accountant (CA) to prepare complete financial statements and supporting schedules for corporate entities engaged in infrastructure, energy, mining, chemicals, real estate, and investment activities. The selected professional will be responsible for preparing accurate, audit-ready financial statements in accordance with applicable accounting standards and supporting management in responding to auditor and lender information requests. Key Responsibilities Prepare complete annual and interim financial statements, including: Balance Sheet Profit & Loss Statement Cash Flow Statement Statement of Changes in Equity Notes to Accounts Supporting Schedules Review and reconcile: Bank accounts Loans and borrowings Fixed assets Intercompany transactions Accoun...

We are seeking a qualified Chartered Accountant (CA) to prepare complete financial statements and supporting schedules for corporate entities engaged in infrastructure, energy, mining, chemicals, real estate, and investment activities. The selected professional will be responsible for preparing accurate, audit-ready financial statements in accordance with applicable accounting standards and supporting management in responding to auditor and lender information requests. Key Responsibilities Prepare complete annual and interim financial statements, including: Balance Sheet Profit & Loss Statement Cash Flow Statement Statement of Changes in Equity Notes to Accounts Supporting Schedules Review and reconcile: Bank accounts Loans and borrowings Fixed assets Intercompany transactions Accoun...

I am looking for a Filipino-based accountant who can step into our numbers, make sense of them, and turn everything into a clear, living forecast that the rest of the team—none of whom are accountants—can follow with confidence. My main priority is financial planning, specifically budgeting. I need help building a brand-new budget from the ground up while also tightening the one we already use, so you will be working on both creation and optimisation. The end goal is a forward-looking model that lets us see where cash is headed each week, month, and quarter, and instantly spot where we must adjust. I handle day-to-day operations, so I value plain-language explanations. Expect to translate accounting jargon into straightforward steps, annotate formulas, and highlight the lever...

QuickBooks Cleanup & Management Reporting Specialist We are seeking an experienced QuickBooks Online specialist to assist with reviewing, cleaning up and restructuring our financial reporting. We operate two consulting businesses and require improved visibility of revenue streams, profitability and management reporting. Key deliverables include: Review and optimise the Chart of Accounts. Review historical transaction coding. Separate revenue streams and establish meaningful reporting categories. Set up Classes and/or Locations within QuickBooks. Review direct and indirect cost allocations. Improve Profit & Loss reporting. Develop management reporting dashboards and recommendations. Provide guidance on ongoing financial reporting processes. Essential Requirements: Advanced Qui...

I’m looking for a freelance accountant to assist with preparing and lodging a small Australian Pty Ltd company tax return. The company has had very limited trading activity and low transaction volume, and bookkeeping has been maintained in Xero. I’m looking for someone to review the accounts, ensure transactions are correctly categorised, identify any adjustments or deductions where appropriate, and prepare the required tax return documentation in line with ATO requirements. Scope includes: • review and reconcile Xero records • review income and expenses for accuracy • prepare and lodge the company tax return • review BAS/GST position if applicable • provide brief recommendations for tax efficiency and ongoing compliance • advise whether maintai...

I own a small U.S.-based business and I’m ready to hand off my books to someone who lives and breathes QuickBooks. The immediate priorities are straightforward: • File my annual federal and state tax returns • Build an organised, ongoing accounting ledger in QuickBooks that I can reference at any time • Create a simple but actionable budget so I can track performance against goals Before committing, I’d like a brief consultation over Zoom or phone to confirm fit, workflow, and timelines. When you reply, please let me know: • Your relevant bookkeeping and tax experience, especially with QuickBooks • Typical turnaround times for year-end returns and monthly ledger updates • Your hourly or package rates and current availability in U.S. ti...

Business Plan Required – Paradise Poké (Australian Poké Bowl Restaurant) I am seeking an experienced business plan writer to create a complete, professional business plan for a new poké bowl restaurant concept called Paradise Poké. My budget is $150 AUD, and I am looking for someone who has experience writing plans for restaurants, cafés, quick-service food businesses, or startups. Business Summary Paradise Poké is a modern fast-casual restaurant specializing in fresh, customizable Hawaiian-style poké bowls. Customers will be able to build their own bowls by selecting a base, protein, toppings, sauces, and premium add-ons. The business will focus on healthy eating, fresh ingredients, fast service, and a vibrant coastal-inspired bran...

I need a well-structured, easily digestible brief that outlines different investing options and shows how each could meet my goal of producing a “short brief case” style overview rather than a full-scale report. Please cover the key features, typical risks, and potential returns of widely used vehicles such as stocks, real estate, and cryptocurrency, keeping the language accessible for readers at any experience level. The finished document should be no more than four pages, include recent data or reputable references, and end with a clear comparison table so I can see each option side by side at a glance.

Saya sedang mempersiapkan dana pendidikan tinggi untuk anak dan membutuhkan panduan praktis tentang cara menabung serta menyusun anggaran bulanan yang realistis. Saya ingin: • Rencana tabungan terperinci dengan target nominal dan timeline jelas hingga waktu kuliah tiba. • Template anggaran bulanan yang mudah saya ikuti, lengkap dengan kategori pengeluaran prioritas, batas maksimum, dan ruang penyesuaian jika pendapatan berubah. • Saran metode menabung—misalnya rekening terpisah, autodebit, atau instrumen berisiko rendah—beserta kelebihan dan kekurangannya. • Tips mengontrol pengeluaran sehari-hari agar alokasi untuk dana pendidikan tetap konsisten. • Daftar indikator keberhasilan dan cara mengevaluasi progres setiap enam bulan. Silakan ser...