Finance Jobs

I need a skilled writer to craft a series of engaging blog posts that educate readers on governance, risk management, finance, ESG, and internal audit. Each post should translate complex regulatory and financial concepts into clear, reader-friendly insights that help professionals stay informed and confident in their decision-making. I’m after well-researched articles that balance technical accuracy with an approachable tone. Real-world examples, current standards, and emerging trends are key to keeping the content practical and credible. Fluency in terms such as COSO, SOX, IFRS, GRI, and integrated reporting will be a definite advantage, as will familiarity with keyword research and basic on-page SEO so the articles reach the widest possible audience. Please share a brief outline ...

I’m looking for clear, practical guidance on whether my company qualifies for the Enterprise Innovation Scheme (EIS) administered by IRAS. I already understand the broad benefits on paper; what I need now is an expert who can walk me through the specific eligibility criteria, interpret how each rule applies to my circumstances, flag any red-flag issues early, and outline the actions I must take before the next filing season. To help me choose the right consultant, please send a concise proposal that explains • how you will analyse my current business profile against the published EIS rules, • the checkpoints you will use to confirm or rule out eligibility, and • the format in which you will present your findings (e.g., written memo, annotated IRAS forms, or a br...

Job Description: We are seeking a qualified and experienced accountant to provide a signed statement or certificate verifying that a proposed school has access to adequate financial resources for its viable operation. This statement is essential for regulatory purposes and must adhere to the guidelines outlined by the Australian Government. The qualified accountant will need to: Provide a detailed financial verification statement on official letterhead, including the following: Projected student enrolments Estimated income from State and Australian grant funding Projected student fees Intended staffing levels Capital outlay for land, building, and facilities Other relevant income and expenditure Ensure the statement includes: A clear declaration of the accountant's qualific...

Launching a bottled-water manufacturing plant and now moving into the funding phase. I need a specialist who can turn my raw concept into a bank-ready project report and guide me through every step that follows. The core job starts with collecting and structuring all of the financial data—capital costs, projected cash flow, break-even, and ROI—because I do not yet have these figures in place. From there, the report must align with standard loan-application formats used by commercial banks and NBFCs in India, complete with detailed market analysis, technical layout, and risk mitigation sections. Once the report is final, the next stage is hands-on support submitting loan applications and negotiating with lenders. In parallel, I want to identify every relevant government subsid...

I’m preparing the Item 19 Financial Performance Representation for our upcoming Franchise Disclosure Document and need a thorough, regulator-ready analysis built entirely on our historical data. The job centers on reviewing how each individual franchise unit has actually performed—pulling raw sales figures, cost details, and margins straight from our P&L files—then compiling that information into a clear, compliant Item 19 narrative with supporting tables or charts. You’ll work only with past performance; no forecasts are necessary. Accuracy and consistency across units are critical, as is strict confidentiality. I’ll supply the raw unit-level statements in Excel along with any existing management notes. What I expect back is a polished Item 19 section (W...

Looking for a tutor for finance and pricing strategy

I need a Chartered Accountant for multiple income tax audit assignments for individuals. The primary purpose is compliance with regulations. Ideal skills and experience: - Expertise in income tax regulations - Experience with individual tax audits - Strong attention to detail - Ability to handle multiple assignments efficiently - Professional experience as a Chartered Accountant

We’re seeking a consultant to deliver a remote training program for two students preparing for careers in fields such as Accounting, Tax, IT, and related areas. These motivated individuals are transitioning into professional roles, and our goal is to equip them with practical, hands-on knowledge for success. The consultant will lead training sessions and provide feedback to help the students meet their learning objectives. The course will cover topics including bookkeeping fundamentals, invoicing and QuickBooks payments, managing online accounts, tax basics for sole proprietors, writing checks, paying bills, and tips for using QuickBooks Online efficiently. We’ve allocated a budget of $985 per session/day, with flexibility for non-consecutive training days. We anticipate appr...

As a small business owner, I'm in need of a professional who can assist with tax preparation, bookkeeping, and tax consulting through my QuickBooks account for the upcoming US tax season of 2024. Key Responsibilities: - Help prepare taxes using QuickBooks - Provide bookkeeping services as needed - Consult on tax-related matters Access to the QuickBooks account will be granted to both myself, as the business owner, and some employees who will need to collaborate on this project. Therefore, an ability to communicate effectively and work with a team is essential. Ideal Skills and Experience: - Proven experience with QuickBooks - Previous tax preparation experience - Small business consulting experience - Excellent communication skills - Ability to work in a team

I own a Latvia-registered technology company with non-resident founders and need someone who can step in immediately to handle our tax preparation and provide ongoing financial consulting. All communication must be in fluent English, and on-the-ground presence in Riga is strongly preferred because we occasionally need representation at VID. Here’s what I expect you to cover from day one: • Prepare and file every mandatory Latvian return—CIT, VAT, payroll, and any cross-border declarations that apply to non-resident shareholders. • Advise on profit distribution, transfer-pricing, and optimisation so we can plan future investments with clear tax visibility. I’m moving fast, so let me know the earliest slot you have for a quick discovery call this week. In your...

My current investable assets need to move from idle cash into a purpose-built growth portfolio. The assignment is to design, implement, and monitor an investment management plan whose core objective is capital appreciation. Scope of work • Analyse my present financial position, risk tolerance, and time horizon through an initial discovery call and supporting data I will supply in Excel. • Propose an asset-allocation strategy focused on growth—equities, growth-oriented ETFs, and other vehicles you deem suitable—explaining expected returns, volatility, and correlation. • Build a model portfolio in a format I can load into platforms such as Interactive Brokers; please leverage tools like Morningstar Direct, Bloomberg, or similar for research and back-testing....

I need a concise, well-structured article that explains basic bookkeeping and accounting practices in a formal, professional tone. The piece is aimed at new small business owners who want clear guidance on keeping their records accurate and up to date. Scope • Focus on common bookkeeping practices—daily transaction recording, reconciling accounts, organizing receipts, and preparing simple financial statements. • Frame all content around practical steps a first-time entrepreneur can apply immediately. • Maintain a formal voice that still feels approachable; think reliable advisor rather than textbook. Deliverable A polished article of roughly one printed page (about 800–1,000 words) delivered as an editable doc (Word or Google Docs), ready for publicat...

My current Tally company needs to be brought fully up to date and checked for accuracy. All purchase bills, sales invoices, and journal vouchers from the recent period have to be entered, then the ledgers balanced and any discrepancies resolved. Once the books tie out, I also need a clean set of Profit & Loss, Balance Sheet and GST reports exported from Tally for filing and management review. You will work directly in my existing Tally data (remote access or backup file—whichever you prefer) and: • post every outstanding purchase, sales and journal entry • reconcile bank, vendor, customer and inventory balances so the ledgers match supporting documents • generate and share final P&L, Balance Sheet and GST reports in both PDF and Excel Accuracy is critica...

I run a small but steadily growing furniture and interior-decor business that sells and delivers within the United States and Canada. To keep my operations running smoothly I need someone based in either country to take over the weekly, general bookkeeping work. Here’s what I need from you each week: • Record and categorize all sales, purchase, and expense transactions from my bank and card statements. • Reconcile the accounts so balances line up with the statements. • Provide a brief snapshot of cash flow, outstanding invoices, and any unusual variances I should know about. I’m not on any accounting platform yet, so you’re free to recommend and set up QuickBooks, Square, Xero, or another cloud solution you’re comfortable with, just explain wh...

Project: Corporate Finance Case Study Report (4 listed companies in 1 industry) Deliverable (what you’ll produce): A polished report of ~35–45 pages of core content (excluding references/appendices) Word/Google Doc + Excel/Google Sheets used for calculations and charts Clear, labeled tables & charts (share price trends, key ratios, etc.) Consistent references/citations for data sources Final proofread copy (no placeholders) Must-follow structure (section order): Executive Summary (1 page) Corporate Financial Environment (company snapshots, listings/indices, 5-year price performance vs peers/benchmark, key price drivers/events) Sources of Finance (short/medium/long term; compute market cap, gearing, share count where relevant) Corporate Valuation (NAV, P/E—c...

I need an experienced procurement professional to take over the re-sourcing of key raw materials, drive meaningful cost savings, and still preserve our current quality standards. The project begins with mapping alternative suppliers, benchmarking their capabilities, then moving straight into negotiation for better pricing structures and more reliable delivery terms. Day-to-day you will be in constant contact with Sales, Planning, Finance, Logistics, and our Warehouse teams to be sure every agreement you reach translates smoothly into production schedules, cash-flow forecasts, shipping plans, and on-time receipts. Clear, proactive communication is critical; I expect concise progress updates as well as immediate escalation when issues threaten cost, quality, or timelines. Our purchasing sy...

I’m ready to learn stock trading from the ground up and need a mentor who can turn complex market concepts into clear, actionable steps. I’m a complete beginner—order types, chart patterns, technical vs. fundamental analysis, and risk management are all new to me—so please start from scratch and build systematically. I’m open to your preferred teaching format, whether that’s live Zoom sessions, interactive screen-shares on platforms such as Thinkorswim, Interactive Brokers, or even recorded walkthroughs I can replay later. What matters most is a structured learning path that lets me: • understand market mechanics and terminology • practise placing simulated trades before risking real capital • receive feedback on my trade rationale a...

I need a fully-functional, commercially ready ERP system that is built on proprietary code—please do not offer anything derived from Odoo or any other open-source framework. The application has to be installable on-premise or deployable in the cloud and must ship with the following core modules out of the box: • Inventory Management • HR Management • Finance & Accounting • Operations Management • CRM • and more A smooth, well-documented API layer is essential so the platform can integrate with third-party services later on. I will expect a live demo using real data flows before we move to installation, and clear technical documentation for future maintenance. If your product already covers these modules, let’s discuss the deploymen...

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My mortgage statements suddenly show a balance that is thousands higher than it should be, and the bank’s call-center can’t explain the difference. I need a detail-oriented professional to untangle the numbers, pinpoint where the error crept in, and prepare clear evidence I can present to the loan servicing department. Here’s what I have ready for review: the original promissory note, all payment receipts, escrow analyses, and the bank’s recent transaction history. I want you to reconcile every payment, recalculate the correct payoff figure, highlight any misapplied funds or duplicate fees, and draft a concise, persuasive dispute letter (with supporting spreadsheet) that I can send to the bank’s escalation team. Accuracy is critical: your figures must tie ou...

I run a service-based business and need a bookkeeper who can keep our QuickBooks Online file in perfect order while staying fully aligned with Canadian Auditing Standards. All day-to-day entries—sales, purchases and payroll—flow through separate accounts that are already set up, so you’ll walk into a clean chart of accounts and clear processes. Here’s what I rely on you for throughout the year: • Record and reconcile every sales and purchase transaction. • Process payroll runs and allocate all related expenses to the dedicated payroll accounts. • Produce monthly financial reports I can review at a glance. • Prepare the numbers for quarterly tax filings and flag anything I should know before remittance. • Close the books at year-en...

US Options Trader for Collective2 Setup I'm seeking a disciplined US-listed options trader to help operate my personal trading strategy using Collective2 AutoTrade. You won't handle funds directly, and I'll monitor live fills through read-only IBKR access, ensuring no trade authority or cash control. Scope of work - Maintain a Collective2 strategy following my instructions (strikes, expiries, entries, exits) Additional information Willingness to sign a brief trader-agreement confirming liability for execution mistakes (not market losses). Ideal Candidate - Solid background in equity & ETF options (calls, puts, spreads) - Familiarity with Collective2 or other auto-trade integrations - Excellent communication & precision in execution

More details: What type of accounting work do you need help with? Tax preparation Which financial year's tax do you need help with? Multiple years Do you have all the financial documents needed for the tax preparation? Yes, all documents are ready tax preparation te person must need to understand how organize tax returns . 2 years 2023 and 2024. i have all tax papers pre prepared

*Project Title:* Development of a Comprehensive Financial Management System *Project Overview:* We are seeking a highly skilled development team to design and implement a comprehensive financial management system for our organization. The system will be used to track and manage financial transactions, generate reports, and provide real-time insights into our financial performance. *Key Features:* 1. *Accounting and Bookkeeping:* The system should be able to handle general ledger, accounts payable, accounts receivable, and journal entries. 2. *Financial Reporting:* The system should generate financial statements, including balance sheets, income statements, and cash flow statements. 3. *Budgeting and Forecasting:* The system should allow for budget creation, tracking, and forecasting. 4...

I’m polishing a global business proposal and now need the Financial Projections section written in a way that is short, clear, and data-driven. The focus is strictly on Proyeksi Keuangan, laid out “singkat dan padat” so a busy investor can grasp our numbers in seconds. What I expect from you: • A clean one-page projection covering the key results I should highlight (revenue, cost, profit, and cash position are the essentials). • Brief bullet notes under the table that explain the main assumptions without drifting into a long narrative. • Formatting that can be dropped straight into a Word or Google Docs file, plus the underlying spreadsheet so I can tweak scenarios later (Excel or Google Sheets is fine). Keep the language in Indonesian, use standard a...

I need a detailed yet user-friendly financial model for a mixed-use tower in Riyadh that will be structured through a CMA-licensed real estate investment fund. The building combines office, residential, commercial and hotel space, and I want to see clearly how each of these streams shapes the numbers. Your model must: • Walk from land acquisition and construction costs through stabilisation and eventual exit, then flow into a complete cash-flow schedule. • Calculate IRR, ROI and ROE automatically once key variables are entered. • Separate results for the four uses (office, residential, commercial, hotel) while still rolling them up into an overall project view. • Allow quick scenario toggling—lease rates, occupancy, cap-rates, financing terms—so I ca...

Project: Corporate Finance Case Study Report (4 listed companies in 1 industry) Budget: ₹2,000 INR (fixed) Deliverable (what you’ll produce): A polished report of ~35–45 pages of core content (excluding references/appendices) Word/Google Doc + Excel/Google Sheets used for calculations and charts Clear, labeled tables & charts (share price trends, key ratios, etc.) Consistent references/citations for data sources Final proofread copy (no placeholders) Must-follow structure (section order): Executive Summary (1 page) Corporate Financial Environment (company snapshots, listings/indices, 5-year price performance vs peers/benchmark, key price drivers/events) Sources of Finance (short/medium/long term; compute market cap, gearing, share count where relevant) Corporate...

I run a small Georgian ( CAUCASO ) -registered LLC (fewer than ten employees) and need a qualified accountant ONLY IN GEORGIA-CAUCASO , who can take full charge of our bookkeeping and tax preparation. Because the company operates out of Tbilisi, proximity to either Tbilisi or Batumi is ideal; however, I’m comfortable working through a mix of in-person meetings and remote collaboration as needed. Your core responsibilities will be: — Maintaining up-to-date, GAAP-compliant books for our day-to-day transactions, payroll, and bank reconciliations. — Preparing and filing all required Georgian tax returns on time—income tax, VAT (if applicable), and any statutory reports to the Revenue Service. is important, as is a solid understanding of local regulations affect...

I need my press releases to be displayed on the TradingView and Finance

I’m looking for a qualified Chartered Accountant who can walk me through the latest income-tax slabs and any connected rule changes. My main goal is to understand, in plain language, how the new slabs compare with the old regime for someone in my earnings bracket and what this means for day-to-day planning. Alongside the slab breakdown, I’d appreciate practical suggestions on tax-saving options that remain available, plus any red flags I should keep in mind when choosing between regimes. If you feel certain investment or expense-management moves make sense under the new rules, please spell them out with simple numbers or a quick Excel illustration. Deliverable • A concise written summary (or short call, if you prefer) explaining the new slabs, the threshold-by-thre...

We’re looking for a seasoned and results-driven professional to lead Business Operations, Sales Enablement, and Financial Strategy for our Cybersecurity and IT Services division. This role is ideal for someone with a strong background in operational leadership, financial oversight, and strategic growth within the technology or managed services space with a pay rate of 5,000,000 to 6,000,000 INR per year. As the Head of Business Operations, you’ll take ownership of driving profitability, resource efficiency, and cross-functional alignment across teams. You will lead initiatives that streamline business processes, optimize cost structures, and enhance revenue realization while ensuring operational excellence at every stage. Key Responsibilities: Business & Financial ...

I’m moving from concept to execution with a new startup and need a seasoned hand to shape the full business plan. The vision is clear, but the structure, numbers, and market logic still need to be tightened so investors see the opportunity as sharply as I do. Here’s where I am: core idea defined, early customer interviews completed, and a rough outline of the revenue model in place. What’s missing is a cohesive plan that blends market validation, go-to-market thinking, and solid financial projections into one convincing document. Your role is to work collaboratively with me to translate raw insights into a polished, investor-ready business plan. Expect to dig into market sizing, refine positioning, pressure-test assumptions, and build out realistic financial statements ...

I have just moved my practice onto Smokeball and need a specialist who can get the trust-accounting side running smoothly. My top priority is configuring every element related to trust funds—creating the trust accounts, mapping them correctly, and showing me the exact steps for recording deposits, transfers, and disbursements. Once the core is in place I also want the workflow linked to QuickBooks so day-to-day transactions flow cleanly between the two systems. Billing and invoice templates may follow later, but the immediate focus is trust accounting. Here is what I expect to walk away with: • All required trust accounts created and fully tested in Smokeball • A working, documented process for recording every common transaction type • Seamless integration ...

I need a CPA to sign a document from my trading brokerage account. Requirements: - Must be a Certified Public Accountant (CPA) - Experience with trading and financial documents is preferred - Must be able to provide a valid CPA license and credentials Please provide a quote and estimated turnaround time.

I need a clean, well-structured Excel workbook that turns raw transaction data into polished, presentation-ready financial statements. The core of the file will be three automated reports supported by dynamic formulas and easy-to-update input sheets. Each report should refresh automatically when I paste in new transactions, and a summary dashboard must display key metrics using clear, professional charts (column, line, or pie—whichever best highlights trends). Please organise the file so I can expand the chart range later without breaking formulas. If any clarification is needed about layout or chart style, let me know early so we can finalise the structure before you build out the calculations.

I need a complete نضام صندوق خزينه that lets me record deposits, withdrawals and running balances in one intuitive interface, then generate clear summaries on demand. Speed matters—I would like to get a first working version as soon as possible and refine from there. Please tell me about projects where you built or maintained similar finance-oriented platforms so I can gauge how quickly you will be up to speed. A concise note highlighting that experience is all I need to evaluate you; no long proposal required. Once we agree on basic screens, roles and reports, the main deliverable is a ready-to-use, secure code-base that I can deploy on my own server. If you can move fast and have solid experience with financial or treasury systems, I’m ready to start right away.

I need a complete نضام صندوق خزينه that lets me record deposits, withdrawals and running balances in one intuitive interface, then generate clear summaries on demand. Speed matters—I would like to get a first working version as soon as possible and refine from there. Please tell me about projects where you built or maintained similar finance-oriented platforms so I can gauge how quickly you will be up to speed. A concise note highlighting that experience is all I need to evaluate you; no long proposal required. Once we agree on basic screens, roles and reports, the main deliverable is a ready-to-use, secure code-base that I can deploy on my own server. If you can move fast and have solid experience with financial or treasury systems, I’m ready to start right away.

I need a complete نضام صندوق خزينه that lets me record deposits, withdrawals and running balances in one intuitive interface, then generate clear summaries on demand. Speed matters—I would like to get a first working version as soon as possible and refine from there. Please tell me about projects where you built or maintained similar finance-oriented platforms so I can gauge how quickly you will be up to speed. A concise note highlighting that experience is all I need to evaluate you; no long proposal required. Once we agree on basic screens, roles and reports, the main deliverable is a ready-to-use, secure code-base that I can deploy on my own server. If you can move fast and have solid experience with financial or treasury systems, I’m ready to start right away.

I’m expanding my mutual fund distribution network and want to bring on energetic sales professionals who already understand the basics of fund products and have spent some time in the industry. Your main focus will be converting qualified leads into long-term investors, nurturing relationships, and consistently meeting monthly asset-under-management targets. Strong communication is essential because most of your day will be spent explaining complex products in simple language—whether over the phone, on video calls, or in person. Solid financial knowledge lets you translate market movements into actionable advice, while effective customer-relationship management keeps retention high. I work with modern CRM tools, so prior experience with platforms like Salesforce or Zoho is h...

I need a consistent stream of verified prospects interested in either full-cycle accounting or dedicated audit-support services. The focus is on medium-sized and large companies across the US, UK, and South Asia. What matters most is quality over quantity: each lead should belong to a real decision-maker—CFO, Financial Controller, Head of Audit, or equivalent—at an actively operating company that matches the region and size profile above, and has expressed or shown a need for outsourced accounting or audit assistance. Deliverables (per weekly batch) • Company name, website, industry, and employee count • Contact’s name, role, email, and direct phone or LinkedIn URL • Brief note on why the lead is relevant (e.g., recent funding round, upcoming aud...

I need steady, hands-on help keeping my personal finances crystal-clear. Each month you’ll record every income and expense, reconcile them against my statements, then prepare a concise summary that shows where the money went and how the overall picture is changing. All data spans three areas—bank accounts, savings and investments—so everything sits in one well-organised dashboard. I’m comfortable working in Arabic or English and I’d like the core spreadsheet in Google Sheets; if you have a better, secure financial platform in mind, I’m open to switching as long as it exports cleanly to Excel for backup. Accuracy and strict confidentiality are non-negotiable. Typical cycle • Import and categorise that month’s transactions • Update ru...

I need assistance filing taxes for my C-Corp located in South Dakota, USA for the current year. My financial records are partially prepared, so I would need some help organizing them as well. Ideal Skills and Experience: - Expertise in C-Corp tax filing, especially Form 1120 - Familiarity with tax regulations and requirements for the current year - Experience in organizing financial records for tax purposes - Attention to detail and accuracy

I’m looking to have a thorough financial analysis prepared so I can clearly understand how a company is performing right now and where its strengths and weak spots lie. The work is firmly rooted in Finance and focuses on Financial analysis, with the single goal of evaluating company performance. Here’s what I need from you: • Collect and scrutinize the company’s historical financial statements (income statement, balance sheet, cash-flow statement). • Run ratio analysis, trend analysis, and benchmark comparisons against industry peers. • Highlight liquidity, profitability, efficiency, and solvency metrics, explaining what the numbers reveal about operational health. • Identify any red flags or standout positives that management or investors shoul...

I’m looking for a highly-experienced financial accountant who can take full ownership of our reporting cycle. Your primary focus will be financial accounting: producing accurate, audit-ready statements while tightening the underlying structure that feeds them. Scope of work • Prepare monthly and year-end Income Statement, Balance Sheet, and Cash Flow Statement. • Design or refine the Chart of Accounts so it maps cleanly to our cost centres. • Register expenses and assets correctly so that every transaction rolls up to the right account and cost centre. • Guide and document the closing process, ensuring we hit internal deadlines and external compliance dates. • Oversee contract handling, making sure contractual obligations are reflected properly i...

I need a qualified accountant to compile end-of-year financial reports for the period ending 11 November 2025. The work should produce clean, audit-ready files that I can share internally and, if necessary, submit to external stakeholders such as tax authorities or auditors. Scope • Gather and reconcile all trial-balance data I will supply in Excel or CSV. • Produce a full set of statements—balance sheet, income statement and cash-flow statement—formatted in standard professional layout. • Apply the most appropriate accounting framework (GAAP, IFRS or my local standards) once we confirm which is best for my situation. • Provide editable spreadsheets plus a locked, final PDF for each report. Acceptance criteria • Figures match the input led...

I’m polishing a global business proposal and now need the Financial Projections section written in a way that is short, clear, and data-driven. The focus is strictly on Proyeksi Keuangan, laid out “singkat dan padat” so a busy investor can grasp our numbers in seconds. What I expect from you: • A clean one-page projection covering the key results I should highlight (revenue, cost, profit, and cash position are the essentials). • Brief bullet notes under the table that explain the main assumptions without drifting into a long narrative. • Formatting that can be dropped straight into a Word or Google Docs file, plus the underlying spreadsheet so I can tweak scenarios later (Excel or Google Sheets is fine). Keep the language in Indonesian, use standard a...

I want to move from zero to confident user of Microsoft Dynamics 365 Finance & Operations. I’m starting as a complete beginner, so I need you to guide me through every click and concept—first in Manufacturing, then in General Ledger, Cost Accounting and the rest. Manufacturing is my immediate priority. Walk me through Production Control, Bills of Materials, and Shop Floor Management, showing how each piece ties together. From there we’ll expand into GL setup, chart of accounts, fiscal calendars, cost accounting structures, and any cross-module dependencies. The training must be hands-on. I expect: • Live, screen-shared sessions (or well-recorded videos) where you build the configuration from scratch in a demo environment • Practical exercises I can repe...

I have statements from two credit cards and two bank accounts that need to be turned into a clean, well-organized Excel workbook. Every transaction should be tagged using standard accounting categories so I can quickly see where the money is going. Once the data is in place, I also need clear insights: a monthly expenditure summary to track short-term trends and a consolidated yearly summary for the bigger picture. If you’re comfortable working directly in Excel—using tools such as pivot tables, filters, or simple formulas to keep things dynamic—that’s perfect. Accuracy matters to me, so please double-check that each transaction lands in the right category and that the summaries reconcile back to the raw totals. When we wrap up, I expect an Excel file that inc...

I keep the Athletic Boosters Club’s books in Quicken Deluxe, but after 2 seasons the file has grown messy. At least 4/5 transfer accounts now show mis-categorized transactions and tangled transfers. What I need is a Quicken specialist who can open the existing data file, straighten the categories, help to set up the proper transacations for each, and create a new pass-through liability account that stays out of the club’s net-worth totals. Once the cleanup is complete the registers should reconcile to the statements without orphaned transfers, and the new liability account must post automatically as money is collected and later paid out. I would also like a brief “what-was-fixed” summary so future volunteers can follow the logic. Deliverables • Corrected Q...

I am a student urgently seeking assistance to file my 2023 taxes. I need to file my 2023 personal income taxes to begin working in a government office. Tax documents were prepared using software TurboTax, but I cannot e-file taxes through the same software. Requirements: - Must be familiar with individual tax returns. - Experience with employment income and student loan forms is essential. - No deductions or credits to consider. No payments made to student loans or interest. Ideal Skills and Experience: - Can file my 2023 taxes for me. I have all necessary forms; the documents are already prepared. Looking for a reliable professional to ensure a smooth filing process.