Questions to ask a financial planner for hire jobs

I need a developer adept at integrating ZohoBooks with Power BI using REST API. The ideal candidate should possess these skills and deliverables: • Proficiency in ZohoBooks REST API and Power BI • Experience with complete, real-time data synchronization • Expertise in creating customizable dashboards on Power BI • Ability to visualize all types of data from ZohoBooks, including financial reports, customer data, and sales data. This should also cover timesheets, invoices, and profit/loss analysis • Capable of executing sales and financial analysis using Power BI The goal is to seamlessly analyze and monitor our data from ZohoBooks in Power BI. Developers with prior experience in similar projects will be preferred.

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I'm looking for a UI designer to create a user experience that's specifically tailored for high net worth individuals. The project involves designing for both mobile (iOS, Android) and web platforms. Key Project Points: **Enhancing User Experience:** The primary goal of this project is to make navigation and interaction as intuitive and user-friendly as possible for such HNIs. **Multi-Platform Design:** The user interface should be consistent and optimized for both mobile (iOS, Android) and web platforms. Experience in responsive design is a must. For the phase 1, below are the requirements: $$ The application caters to investors / high net worth individuals, who want to invest in s...

*Business Plan for JamCast Network* JamCast Network, a burgeoning live music streaming service, is in need of a comprehensive business plan to define the company’s trajectory, outline strategic goals, and secure the confidence of potential investors and business partners. This plan will serve as a crucial roadmap for the initial operational, financial, and marketing phases of the business. To create a detailed business plan that elucidates JamCast Network’s business model, market positioning, competitive analysis, financial projections, and operational strategies. My budget is $35 for this business plan and I need it in 2 weeks.

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I need to automate the process when someone signs up to my website so that after signup he/she can get specific answers in response to their questions. Ideal candidates should have proven experience in fast-paced Zapier automation and WordPress projects. If you have a portfolio of past rebranding and automation tasks, I would love to have a look. The task needs completion ASAP, so please consider this before you bid. I look forward to a potentially fruitful collaboration. Thanks

We need a logo for home and kitchen brand "Swaviyan" Need Source File for all the fonts and elements. If you have any Questions please DM me. Key Requirements: - The logo should reflect professionalism and subtlety. - It should be versatile and work well on a variety of physical products. Ideal Skills: - Logo Design - Branding - Experience designing for physical products Please provide a portfolio of your previous logo designs, particularly those that are subtle and have been used on physical products. Thanks You

...updated with new branding. The website is a personal finance blog, and personal finance related tools will be added to it later - either built into the blog posts as sections, or separately. Audience - The audience will be working age people who are earning money, but realise that they don't know quite enough overall, or about a certain part of their finances to manage them themselves. Goal - The goal of the website is to educate people on aspects of personal finance they are interested in, keep them engaged to read and navigate the website for more than a single article. Monetise through affiliate links and some ads in the future I will provide: 1. figma file of the old design 2. Brand guidelines Adobe Illustrator file wit...

I'm in need of...expertise in multinational broking quality assurance and internal control setup. The job entails designing an internal control framework for my organization, which operates across more than 5 locations around the globe. Key Responsibilities: - Design of an internal control framework addressing risks arising from multi-location operations. - Focus on Financial Reporting, Operational Processes, Compliance and Legal aspects. Ideal Skills and Expertise: - Extensive experience in multinational broking quality assurance. - Proficiency in designing and implementing internal control frameworks for international organizations. - Strong understanding of financial reporting, operational processes, compliance and legal requirements. - Excellent com...

I'm a beginner in corporate finance and I'm looking for a skilled and patient tutor who can help me understand various concepts and topics in the field. Key Responsibilities: - Assist in understanding and analyzing financial statements - Teach the basics of capital budgeting and its methodologies - Explain and simplify risk management concepts Ideal Candidate: - Skilled in corporate finance with a strong grasp of financial statements, capital budgeting, and risk management - Experienced in tutoring or teaching, especially with beginners - Patient, good at explaining complex concepts in a simple way - Comfortable with online tutoring platforms and tools

...Spain, to drive more traffic to my website. The primary focus is to improve the website content as part of our SEO strategy. Even though the question regarding the nature of the website content was missed, a candidate well-versed in dealing with various types including blog posts, product descriptions, and informational articles will be considered a perfect fit for the job. Skills and Experience: * Proven record in improving website traffic through content optimization * Proficient in English and understanding of local SEO practices * Prior work experience with various types of web content I'm based in the Fuengirola area and will be setting up a home based business. I'm a registered agent for a particul...

...essays, addressing different types of questions. Here are the specifics: 1. Problem Question (Land Law) - Dissect intricate situations and plot applicable legal guidelines or principles. "Carmel runs a bakery business in Northern Ireland from premises that she has leased from Gunther since 2018. The lease provides, inter alia, that: I. The premises shall not be used for any immoral or illegal purpose. II. The tenant shall not suffer any animal to be on the premises. III. The landlord reserves the right to re-enter the premises/forfeit the lease from a period of 21 days following any breach of covenants I and/or II. In 2022, with the written permission of Gunther, Carmel sub-let a flat above the bakery to Dirk and Dore...

Storecheckers are a Global Market Research and Mystery Shopping company. We undertake worldwide mystery shopping visits and audits. This assignment is an audit of an Examination Centre, checking that the security standards are being met. You must be able to communicate in a professional manner and be well-presented, as you will be representing us during the audit. As an auditor, you will be spending a day at the test center, monitoring proceedings in accordance with a checklist, taking photos as required. You will show your ID and a letter of authorization which we will provide for you beforehand. You then explain your role, which they will be familiar with. You sit with the supervisor and ask a series of questions...

...of my trust fund. The primary target set is: - Dissolving a Revocable Trust Fund entirely The process will require a professional with a strong background in trust law, finance, and asset management. An ideal candidate would need to: - Understand the complexities of dissolving a revocable trust - Develop strategic options to achieve my wanted outcome - Handle potential creditors and diversify my portfolio in line with my financial objectives Expertise in trust law is not just preferred but essential for this task. Understanding the potential repercussions of dissolving the trust, defending against potential creditors, and organizing the redistribution of assets will be required skills. The desired outcome aims ...

I need an article that focuses on Cyber Security interview questions aimed at Hiring Managers. The article should have a balance of timeless principles and current trends in Cyber Security. The ideal candidate should: - Understand the specific requirements of Hiring Managers - Be knowledgeable in Cyber Security principles and trends - Have experience in writing educational content, preferably in the IT field - Be able to simplify complex concepts into an understandable format for a layman.

...super qualified I'm seeking a skilled virtual assistant to provide both operational support and business development assistance for my company. Our company is a translation agency and we are looking for someone who already has experience with a transition agency or has a strong desire to become an SME (subject matter expert) in interpreting and translation agency management. Key Tasks: - Data entry and research: Assist in organizing and inputting data into our systems. Research on various topics to support business decisions. - SOP Development: Help in developing procedures, growth plans, and policies. - Competitor Research: Conduct thorough research on our competitors, providing insights for business s...

I've found myself in a situation where I require assistance in getting the MET Police to further investigate my filed reports regarding criminal activity. I have visited the Charring Cross Police and the Kentish Town Police and the MET Police are refusing to look at the evidence and or the proof which I need to show them and which will prove beyond any doubt the 100% truth in my reports. The reason the MET refuse to listen to me is 100% directly related to the corrupt Swiss Government employees who are in London doing everything possible to prevent me from obtaining any Legal assistance either from the MET or from any Law firm in London. For your information, I was thrown out of Switzerland in 2019 purely because of the...

I need a professional to manage the accounts payable and accounts receivable of my business, which sees over 100 financial transactions monthly. Key Responsibilities: - Manage accounts payable and receivable on an ongoing basis. - Record and process over 100 financial transactions on a monthly basis. Essential Skills: - Proficient in QuickBooks. - Experience with high-volume transaction environments. Our business is located near Didcot in Oxfordshire.

About Us: Culprit Underwear is a dynamic, online DTC brand blending humor with style in intimate apparel. We're searching for a detail-oriented Freelance Accountant & Bookkeeper to enhance our financial processes. Role Overview: Join us to manage and forecast our cash flow, build insightful P&L statements, and keep our books immaculate. Your financial acumen will directly impact our growth and efficiency. Key Responsibilities: - Expertly handle financial records via QuickBooks and Bill.com. - Develop accurate cash flow projections and P&L statements. - Manage accounts payable/receivable and budgeting processes. Must-Haves: - Proven track record as a freelancer in accounting/bookkeeping. - Proficiency in Qu...

I am in need of a proficient bookkeeper with extensive experience in QuickBooks. The primary task will be focused on: - Reconciliation of accounts The ideal candidate should hold the following skills and experience: - Expertise in QuickBooks, - Proven track record in account reconciliation, - Attention to detail, - Excellent problem-solving and analytical skills. Please apply if you meet these qualifications and are ready to demonstrate your skills and reliability in maintaining our company's financial wellness.

I need an expert to develop a mobile trading and quotation platform for iOS, that will utilize the IBKR TWS API. Key Features: - Live market data feeds - Portfolio tracking and management - Trade execution capabilities Additional Functionalities: - Price alerts to keep me on top of market movements - Charting and technical analysis tools to guide my trading decisions - Customizable watchlists for easy monitoring Ideal Skills and Experience: - Strong proficiency in iOS development - Experience with IBKR TWS API - Familiarity with financial markets and trading systems. A keen attention to detail, ability to meet deadlines, and strong communication skills are paramount.

...have a PDF file with 10-50 pages that needs a thorough review and correction. The document has a range of issues, from formatting problems to typographical errors. Additionally, there are some images missing or incorrectly placed, so I'd like to correct this as well. Key deliverables and requirements: - Correcting formatting issues to ensure document consistency and readability. - Rectifying typographical errors and spelling mistakes to enhance document quality. - Inserting and/or relocating missing or displaced images within the document. - Adding new content to the document as per my guidance. This task requires excellent attention to detail, as it's essential that the corrected document is error-free and visu...

I have a Python script that needs integration with a Telegram bot. The requirement is to connect the code with the Telegram bot to send questions from the Chegg website. Key tasks: - Integrating the existing Python code with a Telegram bot to send questions from the Chegg website - Automating the assignment of student IDs for each Chegg website task The ideal freelancer should have: - Proven experience in Python programming - Previous work with Telegram bot integration - Familiarity with Chegg website tasks and automation - Good understanding of API integrations Please share your relevant experience and any insights into how you plan to approach this integration.

I'm seeking a skilled developer to create an application compatible with iOS, Android and Web-based platforms. This health-oriented app will focus primarily on nutrition and food planning, aimed to promote a healthy lifestyle and help reduce potential illnesses. Beyond the base functionality, the app and website should offer the following features: - Exercise tracking - Calorie counting - Meal logging Given our focus is health and wellness, the design needs to reflect that; I'm hoping for a professional look, with a clean and easy-to-use interface. Experience in health or wellness app development is a plus, as well as a comprehensive understanding of user-friendly design principles.

I'm seeking a charismatic Georgian male voice-over actor to lend his humor-filled, unique voice to a commercial project. A standard Georgian accent is required to bring authenticity to the project. The ideal candidate should have: - Experience in commercial voice acting - An ability to deliver a performance with a humorous tone - A Standard Georgian accent We are looking for a VO male actor to dub entertainment videos. We need translation ( script is given in English ), VO, and sync. We have a potentially large volume order, so consider please as a long-term cooperation. Approximately 4-5 videos weekly ( 125$ per 5 episodes )-could be negotiable The average length of the ...

I am looking for a skilled developer who can convert my existing Avitor game website into a mobile application for the Play Store. Key requirements: - Conversion of the website to an intuitive and engaging mobile app - Ensuring smooth navigation and user experience on a mobile platform Please note, I skipped some questions about the current website and the features I'd like in the app. I'd be happy to discuss this further with the successful bidder. Ideal skills and experience: - Proficient in app development for Android - Strong background in website to app conversion - Ability to ensure compatibility and optimization for mobile devices.

Perfect english is needed. You need to be able to teach and tutor me in relational data bases and sql. You must be able to share screen and communicate quickly and fast. You must be available from today till 24th of May. I'm looking for an experienced database professional to assist with a relational SQL database project. You will need to assist me to answer questions about the following: The required tasks include: - Relational data bases ( administration, normalisation, sql workbench, my sql, data modelling) - Writing SQL queries - Designing the database schema - Optimizing query performance This project specifically involves MySQL, sql workbench, so proficiency in this database system is a must. The com...

Confirmis ( ) is a Singapore-based business information provider specializing in connecting businesses with global capabilities; comprised of industry veterans, Confirmis business model is designed to overcome perennial lack of data (let alone quality data) to support effective decision making, particularly in developing economies. As a Site Verifier, you will be involved in our pre-employment screening by conducting a visit to the candidate's former employer. JOB DESCRIPTIONS: • Conduct the site visit to the candidate’s former companies • Conduct the basic verification of the candidate’s position & reputation. • Take some pictures of the candidate's former companies • Provide observation about...

I'm looking for an experienced video editor to help me with my project. I have a 3-minute video and I need a premium, real office background footage. The footage needs to be branded with the company logo, which should appear as a watermark throughout the video. Key Requirements: - Indoor footage: The video is set in an office, so the footage needs to be indoor. - 1080p resolution: The footage needs to be in high definition. Please ensure it is 1080p (Full HD). - Company logo as a watermark: The logo should be professionally and seamlessly integrated as a watermark, visible throughout the entirety of the video. Ideal Skills: - Video Editing: You should have experience in editing and creating high-quality, professio...

...looking for an experienced developer to create a custom payment gateway so that I can offer it to other websites or merchant. This gateway will only be given to websites and not apps. Key Features: - The payment gateway should primarily focus on accepting international credit card payments effectively. Skills and Experience: - Proficiency in payment gateway development - Experience in creating gateways for websites - Understanding of international payment processing - Strong security implementation for financial transactions - Ability to create a user-friendly interface for customers Optional: - Integration with popular e-commerce platforms such as Shopify, WooCommerce, or Magento would be a bonus. ...

...freelancer to visit SOMISY Office in Bamako, Mali. The task involves verifying the authenticity of an employment certificate and get the form filled, sign and stamp by them. The key details that need to be verified include the employment dates, and job position. Key Responsibilities: - Visit SOMISY Office in Bamako, Mali. - Verify the authenticity of the employment certificate. - Cross-check and confirm the employee's name, employment dates, and job position. These are the mandatory requirements, when these fulfilled, your task will be completed 1. You have to visit the address physically. 2. You have to take 5 or 6 geo-tagged photos of that place with clearly displaying name board and surroundings. 3. You will go to the HR of Organization and s...

I'm looking for a skilled writer to create engaging content for a current affairs magazine, with a unique twist. The content should be in Hindi language and not just informative, but also come with multiple choice questions and detailed solutions. Key Points: - The magazine is expected to be published bi-monthly, starting from July 1st week. - The topics to be covered will mainly revolve around national and international current affairs. - Each issue should be substantial, falling in the range of 100-125 pages. I'm looking for a writer with the following qualities: - Proficiency in the Hindi language. - Experience in creating magazine content. - Ability to create engaging multiple-choice qu...

I'm a service provider dedicated to delivering essential public utility services, especially financial services, to young adults in rural regions. I'm in need of a skilled professional to help me make this project a reality. Key Responsibilities: - Implement strategies to improve financial service accessibility in rural areas. - Develop and manage initiatives to engage young adults in these regions. Ideal Skills and Experience: - Prior experience in delivering financial services in rural areas. - Solid understanding of the needs and behaviors of young adults. - Ability to create and implement innovative strategies to increase accessibility. Your work will directly contribute to t...

...looking for an experienced Laravel developer to integrate a booking API into our existing project. The project involves integrating a third-party booking API to enable users to book tours/services directly from our platform. Project Scope: - Integrate the booking API into our existing Laravel project. - Implement functionality to allow users to select time slots (if applicable) and book tours/services. - Generate vouchers or tickets based on API responses. - Send generated vouchers or tickets to customers via email. - Log and store all API requests and responses in our existing database table schema. Requirements: - Proficiency in Laravel framework and PHP. - Experience with consuming RESTful APIs. - Familiarity with Larav...

Data invoice entry for requested records aIn today's dynamic business landscape, efficient management of purchase orders (POs) is crucial for streamlined operations and financial accountability. As a freelance data entry specialist, I offer comprehensive PO data entry services to assist businesses in managing their procurement processes seamlessly. With a keen eye for detail and a commitment to accuracy, I ensure that all POs are recorded promptly and accurately, facilitating smoother transactions and inventory management. I propose to provide professional PO data entry services tailored to your specific business needs. Accurate entry of purchase order details into your chosen database or software essential...

I'm in need of a skilled professional who can help me generate leads. Unfortunately, I missed providing some important details in the initial questions. - I'm open to both B2B and B2C leads, so I need someone who can handle both categories effectively. - The industry I target is quite broad, including but not limited to Technology, Healthcare, and Real Estate. Hence, I need a freelancer who is experienced in lead generation across various sectors. - Lastly, the leads should be provided in an Excel spreadsheet. This is crucial for my further processing and follow-up. Your previous experience in generating and categorizing quality leads across different industries will be a huge advantage. Proficiency in understanding both B2B a...

I'm looking for an SAP B1 expert to help me extract critical data for a migration project. Your main tasks will include: - Extracting data from SAP B1, including customer data, inventory data, sales data, purchase orders, and financial data such as journal entries. - Ensuring the data is extracted in Excel format for ease of handling and migration. The successful freelancer should have: - Extensive experience working with SAP B1 and extracting data from it. - Proven track record of successful data migration projects. - A strong understanding of how to handle financial data, especially journal entries, within SAP B1.

I need a logo and brand concept for a fresh new debt collection agency. The logo and brand need to appeal to both B2B and private clients as well as be distinctive for debtors from whom we are collecting money. Imagine you are a plumber or a CEO of a loan company and you are owed money by a customer, you may not have time to collect the debt so you hand it to us to collect on your behalf. The brand and logo need to appeal to these clients but for the folks that owe the money, we want the branding to be distinctive and let them know we are professional and compassionate but intend to reach an agreement on the money owed to our clients. A cartoon concep...

A friend is running for the mayor's office in Focșani, Romania as a candidate. He has very slim chances, but I thought to ask for your help to create some nice banners for his Facebook/social media profile. foto of my friend is Name : Cristian Zîrnă Slogan1: Luăm Focșaniul înapoi! / Reprezintă Focșaniul, nu partidele! Slogan2: Nu partidele, ci oamenii decid. / Construim Focșaniul împreună, fără partide. Slogan3: Cristian Zîrnă, un primar independent. / Vocea independentă a Focșaniului. color pallets is foto.

I'm in need of a skilled High-Frequency Trading (HFT) Developer with mid-level experience (3-5 years). Key requirements: - Proficiency in Python and C++ programming languages is essential. - Must have a deep understanding of HFT strategies, specifically Market Making and Momentum Trading. Prospective freelancers should have applicable experience and be ready to showcase relevant past projects. This role requires precise code writing and fast problem-solving skills. A strong understanding of financial markets is also preferable.

...seeking financial experts who are proficient in Excel and Tally Erp9 to assist me with bookkeeping, including but not limited to the preparation of income statements, balance sheets, and cash flow statements. In addition, I need assistance with detailed financial analysis and tax preparation. - Skillset Required: * Proficient in Excel and Tally Erp9 * Proficient in financial analysis, bookkeeping, and tax preparation * Able to create and analyze income statements, balance sheets, and cash flow statements. Ideally, you would also possess a deep understanding of finance and accounts in order to provide meaningful insights from your analysis. This could potentially be a long-term partnership with a continuously ...

...storage Customer will choose a vehicle and upload an ECU or Transmission file. In admin panel, that file will be downloadable and a admins uploads processed version of the file. There will be a credit system in the platform. Customer will buy credits with their credit / bank cards and the credits will be deposited. They will spend their credits by requesting file processes. Also, there will be a shop section in the platform. Customers will be able to buy already uploaded files by admin. Customers shall be able to view their expenses and deposits as a list and that table should be exportable to excel. There will be 3 information pages which customers will be able to search and find for specific information. After ...

I'm looking for a skilled developer to build a comprehensive online payment and wallet management system which integrates with three banks (Bank A, Bank B, Bank C). Key Features: - Online Payment: The system should facilitate online transactions seamlessly. - Bank Account Linking: It should allow users to link their bank accounts for ease of transactions. - Transaction History: A feature that displays a detailed transaction history for users to monitor their payments. Security Requirement: - Two-Factor Authentication: The system should ensure added security through two-factor authentication to prevent unauthorized access. You will be provided with a detailed overview of our project goals t...

...looking for someone like you to collaborate on a project. Project Overview: I'm seeking a skilled ghostwriter to help me bring my ideas to life in the form of engaging fiction stories. The project will involve writing captivating narratives, creating compelling characters, and building immersive fictional worlds across various genres. Responsibilities: Collaborate closely with me to understand the project requirements and vision. Develop engaging plots and storylines that captivate readers from start to finish. Create well-rounded characters with depth and complexity. Craft compelling dialogue and descriptive scenes that bring the story to life. Ensure consistency in tone, style, and voice throughout the narrative. ...

Dear Freelancers, I hope this message finds you in good health. I am representing KB Institute, and we are keen on collaborating with an experienced professional like you to develop a comprehensive Course on Computer Concepts (CCC) from scratch in Hindi. This course is intended for beginners who wish to grasp computing fundamentals. Course Overview: The CCC course aims to thoroughly understand computer concepts across three levels: Basic, Intermediate, and Advanced. The course structure will cover the following key topics: - Introduction to Computing: Basics of computers and their applications. - Operating Systems: Understanding different OS functionalities. - Word Processing: Essential skills in word processing software. - Spreadsheet Software...

I need a professional with strong analytical skills to go to Sola Laser Academy Austria and verify the authenticity of an educational certificate. Key Tasks: - Confirm that the certificate holder's name matches the provided information - Validate the date of issuance - Verify the course or program completed These are the mandatory requirements, when these fulfilled, your task will be completed: 1. Task is to visit the address physically. 2. You have to take 5 or 6 geo-tagged photos of that place with clearly displaying name board and surroundings. 3. You will go to the HR of Organization and show them the “Certificate” and give them form to fill, sign and stamp according to their record. 4. Also sign and stamped th...

...searching for an expert to design project performance dashboards that showcase key metrics in my line of work. Here's what I need: - A tool that tracks project management focusing on sales, revenue, and customer satisfaction. - I need functionalities such as Gantt charts for visualizing project schedules, team collaboration features to boost productivity, and performance indicators to track success. - Moreover, the tool should monitor project progress, resource utilization, and task completion rates. It should also offer insight into expenditures and financial management. The ideal freelancer for this job should understand project management, and have prior experience with dashboard creation that includes Gantt chart design...

I am seeking a competent and experienced MYOB professional to assist with data entry and migration from my existing accounting software. Key Tasks: - Data Entry: Your primary responsibility will be to ensure accurate and timely data entry into MYOB. Proficiency with this software is an absolute must. - Data Migration: While a complete migration isn't necessary, I do need certain financial data from my current accounting software to be transferred over to MYOB. Your expertise in this area will be crucial. Ideal Candidate: - Previous experience with MYOB is essential. Please only apply if you have a proven track record in using this software for data entry. - Familiarity with data migration from other accounting software ...

...of an experienced developer in the field of financial technology. The main task is to integrate gateway payments with Stripe and Wise Bank APIs. Key requirements: - Strong expertise in financial technology, with emphasis on gateway payments, Stripe API integration and Wise Bank API integration. - Focus on payment card processing, as this is the primary function we're aiming to streamline. The main goal of this integration is to improve the efficiency and ease of our online payment process. Ideal skills and experience: - Proven record of successfully integrating payment gateways and APIs - Experience working with Stripe and Wise Bank APIs is a huge plus - Strong understanding of financial technology and online payment processes...