Quickbooks accounting jobs

...need assistance tracking hotel reservations. Your role here would encompass the acknowledgement and handling of incoming reservations, ensuring smooth communication with guests, and appropriately logging all reservation details. 2. Accounting Assistance: - We are also looking for an accountant. Your responsibilities would include addressing guest inquiries about charges, and ensuring all financial transactions related to reservations are accurately processed and recorded. Ideal candidates should have experience in hotel reservation systems and basic accounting. Familiarity with financial tracking software and customer service skills are a must. Note: This project involves dealing with financial data, hence trustworthiness and attention to detail are crucial....

Seeking a reliable part-time QuickBooks Online expert to perform recurrent tasks on a weekly basis. Primary responsibilities include: - Reconciling accounts - Running financial reports - Performing data entry and categorization Ideal candidates should have proficient knowledge and hands-on experience with QuickBooks Online. Engagement, reliability, and detail-orientation are essential attributes for success in this role. Prior experience in accounting and bookkeeping will be advantageous. Goals of this project include maintaining precise financial records, improving our financial transparency, and making insightful business decisions based on accurate reports. Your diligence and expertise are key to achieving this.

...expertise • Project and process management • Strong decision-making • Staff and process management • Planning and budget tracking • Analytical skills • Standard development • Help desk familiarity • Time management and attention to detail • Effective communication and administrative capabilities • Marketing knowledge • Team collaboration • Proficiency in MS Office Suite and technical software (QuickBooks, AutoCAD, Autodesk) Education and Experience Requirements: • High school diploma or equivalent • Proven track record in customer service • Proficiency in Project Management Essential Requirements: • Strong personality and leadership skills • Availability to work within the specified US tim...

I'm seeking a prof...proficient bookkeeper who can handle my US-based company's financial records using QuickBooks. The ideal candidate will have experience in monthly bookkeeping, particularly in the areas of invoicing and receivables, and expense tracking. Key Requirements: - Proficiency in QuickBooks software - Monthly bookkeeping experience - Strong background in invoicing and receivables - Expertise in expense tracking Your responsibilities will include: - Recording and categorizing all financial transactions - Generating and sending invoices - Tracking and managing expenses - Ensuring that all records are up-to-date and accurate Please provide examples of your previous work and your relevant experience with QuickBooks. Your detailed proposal will ...

I'm in need of a meticulous, detail-oriented individual with expertise in bookkeeping for a high-volume operation. The requirements for...requirements for this position include: - Proficiency in managing accounts payable and receivable - Skilled in financial statements preparation - Capable of handling payroll processing for a large team The ideal candidate will be comfortable dealing with over a 100 transactions per month. Although we currently utilize Busy software for our bookkeeping needs, we're open to individuals well-versed in QuickBooks, Xero, or Sage as well. Prior experience with Busy and familiarity with its interface would be a major advantage. In this role, accuracy, reliability, and confidentiality are key - I'm looking forward to finding the right fit...

...Integration with existing software like SuccessFactors - SAP and compatibility with internet banking for seamless transactions. Remote accessibility, robust security features, and compliance with data protection laws. Ability to generate pay slips, tax forms, and support self-service access for employees. Technical Requirements: Cloud-based infrastructure with seamless integration capabilities with accounting, HR, and timesheet systems. Scalability, ongoing support, and a proof of concept phase. High-security encryption and bonding for data protection. Methodology: Detailed methodology and work plan outlining project objectives, phases, and consultations. Supplier demonstrations, proposed system presentations, and post-implementation support plans. Deliverables: Fully develope...

I need an experienced accountant familiar with Odoo ERP to conduct a thorough audit of my manufacturing company's accounts. We have less than a year's worth of financial data to review. Key Areas for Aud...and identifying any discrepancies or areas that need improvement. Ideal Skills: - Proficiency in Odoo ERP - Extensive experience in financial auditing, particularly for manufacturing companies - Strong knowledge of accounting principles and practices - Attention to detail and ability to spot inconsistencies - Good communication skills for reporting findings Please note that I'm specifically looking for a review and analysis of our current financial records. The goal is to gain a clear and accurate understanding of our financial situation, rather than setting up ...

...seeking a skilled professional to install Odoo 17 Enterprise on my Amazon EC2 server. Please note: I am only looking for the installation of the software. No customization is required. Key Requirements: - Installation: The primary task is to perform a clean installation of Odoo 17 Enterprise on my Amazon EC2 instance. - Specific Functionalities: The installation should include key modules like Accounting and Purchase Management. - Third-Party Integrations: I am planning to integrate third-party plugins/modules. The installer should be comfortable with this feature of Odoo and have experience in integrating third-party tools. Ideal Skills and Experience: - Proven experience with Odoo: A good understanding and prior experience with Odoo 17 Enterprise installation. - AWS Proficien...

We are a provider of digital solutions in the field of Automation (including Robotic Process Automation) and AI, with a focus in the Finance & Accounting domain. We are looking for a freelance Sales Development Specialist to support our team in accelerating our business growth by generating high quality leads. Responsibilities: • Proactively identify and engage potential clients and key decision-makers across targeted industries in Singapore. • Execute outbound marketing campaigns to generate leads, utilizing multiple channels such as cold emails, phone calls, and social media. • Establish initial contact with prospects and maintain engagement to cultivate business opportunities. • Assess the needs of potential clients, focusing on business automation solut...

I am in need of an experienced accounting professional who can assist me with the comprehensive analysis of my business's financial statements. Key Requirements: - Expertise in financial statement analysis - Proficiency in analyzing balance sheets and cash flow statements Ideal Skills and Experience: - Proven track record in conducting intricate financial analyses - Strong grasp of accounting principles and best practices - Background in [industry specific experience, if you have any] could be beneficial, but not mandatory. - Familiarity with [specific accounting software, if needed] I have attached sample sheet. My required company is NESTLE.

I'm in need of an experienced finance expert who can help me calculate financial ratios for Nestle over a period of 3 years. These figures...3 years. These figures will be vital in evaluating the financial health and performance of the company. Key Project Requirements: - Calculating profitability, liquidity, and solvency ratios for Nestle for 3 years - Presenting the calculated ratios in tables - No need for a comparative analysis with other companies, just Nestle Ideal Skills and Experience: - Proven experience in finance and accounting - Deep understanding of financial ratios - Experience in presenting financial data in clear and organized tables I'm looking forward to working with a professional who can provide accurate and reliable financial analysis. I will attach...

...boost my UK accounting firm's online presence and generate new leads. The ideal professional will be well-versed in SEO, LinkedIn, Instagram, and Facebook, and will have a profound understanding of the UK accounting industry. Key Responsibilities: - Implementing an effective SEO strategy to improve our website's search engine ranking and increase visibility. - Crafting and executing engaging and targeted social media campaigns on LinkedIn, Instagram, and Facebook to attract a UK accounting firm audience. - Consistently monitoring and analyzing data to optimize campaign performance and generate new leads. The right freelancer will have: - Proven experience in SEO and social media marketing, specifically on LinkedIn, Instagram, and Facebook. - A deep unde...

...Qualifications / Skills: Project Management Fundamentals Process improvement. Strong decision-making skills Managing processes Staffing Planning Tracking budget expenses Analyzing information Developing standards Help desk experience (Autodesk) Time Management Attention to Detail Communication Skills Administrative Marketing Skills Team Collaboration MS Office Suite Proficiency Technical Software Skills (QuickBooks, SimPRO) Education and Experience Requirements: High school diploma or equivalent Experience in Project Management Why Join Us? • Be part of a team that values innovation and dynamic growth. • Enjoy the flexibility of remote work within the US time zone. • Engage in diverse tasks and projects that broaden your skill set. • Contribute to a compan...

I'm seeking an expert Python developer to integrate the Sales, Inventory, and Accounting modules of Odoo with WooCommerce. This is an advanced task that requires deep knowledge of Python programming language and a strong understanding of Odoo and WooCommerce platforms. KEY TASKS: - Develop a robust API connection between Odoo and WooCommerce. - Ensure seamless data exchange between the Sales, Inventory, and Accounting modules. REQUIRED SKILLS/EXPERIENCE: - Expert-level Python programming skills. - Extensive experience with Odoo and WooCommerce integration. - Experience with API development and integration. This project is not for beginners or intermediate level programmers. I need someone with a high degree of skill and proven proficiency in Python, Odoo, and WooCom...

Hello Kariot, I am having the same issue that you helped with in the past. I am trying to find a transaction that is affecting my bank reconciliations. Are you available to help?

...fashion clothing website with some specific requirements. Key Services Needed: - The website should provide comprehensive accounting services including Sales, Purchase, Document Management, Taxation, and Inventory. - The accounting services should be robust and user-friendly. Design Preferences: - The website should have an elegant and classic design. Technology and Frameworks: - For the frontend, I'm looking to have the website built with React.js and Angular. - As for the backend, I prefer to use Node.js. Ideal candidate should have experience with: - Building robust and user-friendly ecommerce websites. - Implementing various accounting systems within websites. - Proficiency in React.js, Angular, and Node.js. - Strong sense of desi...

I'm in need of a skilled developer to build a comprehensive e-commerce fashion site with accounting services, inspired by the likes of H&M but tailored to the Indian market. The website should have the following features: - Sales Management - Purchase Management - Inventory Management Payment integration is key for this project. I want the site to support the following payment options: - Credit card - PayPal - Cash on delivery A crucial requirement is ensuring the accounting services are on par with The accounting features should be fully integrated into the site and be seamless to use. In terms of the product range, the site is planned to have more than 20 product categories. The ideal freelancer for this project will be experienced in developing e-c...

...need of a skilled Python/Java developer who can help me build a full-stack accounting web application. Key aspects of this project include: - **Main Feature:** The most crucial aspect of this accounting web application is its financial reporting capabilities. The financial data will be taken from Excel and XML. There will be financial reports (P&L, Balance Sheet, Cash Flow) and graphs to show the financial status. - **Technology Stack:** I require the project to be developed using Python/Java as the primary programming language. - **Database:** The application should be built using MongoDB for its databases. Ideal candidates should have: - Proficiency in Python/Java and MongoDB. - Experience in developing accounting or financial applications that include gr...

...project data from QuickBooks to SharePoint using Power BI Desktop. The primary goal is to leverage the integration capabilities of Power BI and create a seamless process for porting this data. Key Responsibilities: - Importing and transforming project data from QuickBooks to SharePoint - Setting up a system for recurring data transfer - Ensuring data integrity and security throughout the process Ideal Skills and Experience: - Proficiency in Power BI Desktop - Extensive experience in data integration and transformation - Prior experience with QuickBooks and SharePoint is a plus - Strong understanding of data security and compliance - Ability to create an efficient and scalable data transfer system Kindly note that only project data, which is a subset of customer d...

I need a proficient PHP developer to custom-build an Enterprise Resource Planning (ERP) software. This software should ideally include functionalities that cover the entire operation of a business: - Inventory Management - Accounting system - Human Resource Management - CRM - Project Management - Scrum This ERP system needs to be scalable, supporting an unlimited number of users. It is important that it can accommodate business growth without necessitating major system changes or upgrades. I'm looking for a professional with experience in building ERP systems, a strong understanding of business processes, and proficiency in PHP. Given the urgency of this project, I require someone who can deliver quality work promptly. As such, the ability to meet strict deadlines without c...

...to assist with the following tasks: - Accounts Payable: Tracking and managing all outgoing payments in a clear and organized manner. - Accounts Receivable: Overseeing and monitoring all incoming payments, ensuring timeliness and accuracy. - Bank Reconciliation: Regularly reconciling bank statements with our financial records to ensure accuracy. You don't necessarily need to be an expert in accounting software, but you should be fluent in Excel. This project doesn't involve learning new software, but rather meticulously managing and organizing financial data in Excel. I prefer to receive updates and reports via email, so clear and concise communication skills are a must. Experience in bookkeeping or a related field is highly desirable. Please let me know about your r...

I'm seeking a proficient data entry specialist with an understanding of accounting, specifically familiar with Tally Prime software. The nature of work involves three critical tasks: 1. Journal Entry: The expert will be required to complete and manage financial entries concerning the company's expenditures and revenues. 2. Billing and Invoicing: This task will involve creating and managing invoices while maintaining the company's sales records. 3. Bank Reconciliation: An important aspect of this project, this task will require the matching of our company's internal financial records against monthly statements from our bank. Ideal candidates should have relevant experience in handling financial data, which includes tasks such as handling journal entries, bill...

I'm looking for a skilled MS Access developer to create a billing and accounting database with a modern, minimalist interface. Key Requirements: - Customizable Reporting: The system should be able to generate a variety of reports on different aspects of the business, such as sales, expenses, and profit margins. These reports should be adaptable for future needs and allow for different levels of detail. - Integration with Existing Systems: The database will need to interact seamlessly with other existing systems and software used by the company, ensuring data consistency and accuracy. - User Permissions and Access Control: The system should have a robust user management system that allows for different access levels and permissions. This will ensure that sensitive financial inf...

I'm looking for a freelancer that can integrate my Quickbooks software with Booqable, Shogo, and Lightspeed. The integration should be done through scheduled sync and is expected to be seamless and error-free. Key Points: - I use Quickbooks for my accounting activities and need it to be in sync with my other tools - The integration should be scheduled, with the ability to set the frequency of the sync - It should be able to handle a large amount of data and ensure that all transactions are accurately reflected in Quickbooks - Python integration is created for Booqable, but needs adjustment The ideal candidate for this project should have: - Proven experience in integrating Quickbooks with other software, ideally Booqable, Shogo, and Lightspeed - ...

I am in need of an experienced Tally TDL developer who can assist me in customizing my financial reports, particularly the balance sheet. Key Responsibilities: - Customize the Balance Sheet in Tally software to meet my specific business needs. Ideal Skills and Experience: - Proficiency in Tally TDL (Tally Definition Language) programming. - Prior experie...in customizing my financial reports, particularly the balance sheet. Key Responsibilities: - Customize the Balance Sheet in Tally software to meet my specific business needs. Ideal Skills and Experience: - Proficiency in Tally TDL (Tally Definition Language) programming. - Prior experience in customizing financial reports in Tally, particularly the Balance Sheet. - Strong understanding of accounting principles and financial ...

...proficiently work on the Sales and Accounting modules of Odoo. My needs include: Sales Module: - Lead generation: Your ability to devise effective strategies for generating valuable leads is necessary. - Quotation management: You should be proficient in handling and managing quotations within the Odoo ecosystem. - Order processing: It will be your responsibility to ensure timely and accurate processing of orders. Accounting Module: - I also require assistance in the accounting module, though the specific tasks will be discussed later. Though I haven't mentioned the Inventory module, basic knowledge regarding stock management and warehousing would be an asset. Ideal Skills: - Extensive experience with Odoo, specifically within the Sales and Accounting...

I'm seeking an experienced Laravel developer who can help advance a personal accounting website I've started. The main functionalities needed are: - SASS functionality for website use - Managing and reporting transactions and bills - Help group transactions and subscriptions - Bank account synchronization via APIs. While I do want this function, I'm not locked into a specific bank API yet. I'm eager to hear your recommendations on this. - Reporting the synchronized transactions. The ideal candidate is someone with substantial experience in Laravel development. Specific skills in integrating banking APIs or creating data reporting features will be a plus. I've provided a full and detailed brief for the project. The very basics of the site has been started ...

I'm looking for expertise to bypass the date-lock activation issue of my Reckon Accounts Plus 2021 Perpetual License. To provide context: - The license activation date is locked, preventing me from using my software fully. - My goal is to restore the full functionality of the software. - It's the Australian version of Intuit Quickbooks. Ideal candidates for this job will have: - Deep understanding of software engineering and system configurations. - Proven experience specifically with Reckon Accounts or similar financial software. - Aptitude for troubleshooting and problem solving. Looking forward to working with someone who can help restore my software to full functionality.

I'm seeking a professional with adept financial analysis skills to help me track and understand my small business's budget variances. Key Responsibilities: - Conduct a thorough examination of the company's financial data - Id...variances. Key Responsibilities: - Conduct a thorough examination of the company's financial data - Identify and analyze budget variances - Offer actionable insights and recommendations for improving budget performance Ideal Skills and Experience: - Proven experience in financial analysis, preferably in a small business context - Expertise in budget variance analysis - Strong knowledge of accounting principles and financial modeling - Excellent communication and presentation skills - Ability to work independently and deliver high-qual...

I'm looking for a skilled Excel expert to automate the formatting of a spreadsheet from a Quickbooks export. Key Requirements: - I primarily need the freelancer to set up and automate formatting in my Quickbooks Excel spreadsheets. - The final formatting should be both visually appealing and easy to read for the end user, we will provide guidance on what the end result should look similar to. Ideal Skills and Experience: - Strong proficiency in Excel, especially with automating processes and conditional formatting. - Previous experience working on projects involving data visualization and presentation. - A good eye for design to ensure the data is clearly differentiated and visually engaging.

I'm looking for an experienced Power BI expert who has worked with QuickBooks Online before. I need to connect our QuickBooks Online data to Power BI for analysis. Key Requirements: - You must have hands-on experience working with QuickBooks Online and Power BI. - You should be able to consolidate and visualize various types of data such as financial reports, customer data, and vendor data from QuickBooks accurately in Power BI. - I need the data to be refreshed daily in Power BI. Your Responsibilities: - Establish a seamless connection between QuickBooks Online and Power BI. Ideal Skills: - Proficiency in Power BI and QuickBooks Online. - Strong experience working with financial data visualization. - Excellent attention to detail and abil...

I'm looking to hire an experienced civil engineer or structural designer who can develop a high-quality strip footing design primarily for a residential building based on clay soil. Your job will specifically entail: * Producing a thorough, realistic, and functional strip footing design suitable for residential structures. * Accounting for the characteristics and limitations of clay soil in your design process. An ideal candidate for this project must meet the following requirements: * Profound knowledge and experience in structural designing and civil engineering. * A deep understanding of different footing designs, especially strip footing. * Experience in designing footings for structures built on clay ground specifically. * Familiarity with the standard construction re...

I'...accurate and detailed financial statements for my business. - Tax Preparation: You should also be well-versed in tax preparation, ensuring my business is compliant with all tax obligations and regulations. To apply for this role, I require that you submit past work samples showcasing your experience in similar roles. Please ensure your application is detailed and highlights your expertise in accounting. I prefer communication to be done via email as it's my preferred means of contact. Ideal skills and qualifications for the job: - Proven experience in financial statements preparation - Extensive background in tax preparation - Excellent attention to detail - Strong communication skills - Ability to work efficiently and meet deadlines - Previous experience in a sim...

I need a freelancer who can assist with integrating my QuickBooks Enterprise software with other applications. Responsibilities: - Implement QuickBooks Enterprise integration with other software - Customization of general layout: layout changes, custom sections The project needs to be completed as soon as possible. Please let me know your relevant experience and availability.

For my company, I need an expert with extensive experience in data consolidation and import to QuickBooks. - The project involves the migration of the company's financial data for the years 2022 and 2023 which is stored in Excel spreadsheets currently. - The data needs to be consolidated into a single file before importing into a new Quickbooks instance. As an ideal candidate, you should have: - Experience with Quickbooks data import - Excellent understanding of data consolidation - Proficiency with Excel spreadsheets - A keen eye for detail and the ability to maintain the integrity of financial data during the import process.

I am seeking an accounts trainee to assist with various accounting tasks, including bookkeeping, financial statement preparation, and tax filings. - Strong Excel and TALLY functionality is a must. - The ideal candidate should also be adept at creating specific reports, i.e. profit and loss statements, balance sheets, and cash flow statements. Overall, a keen eye for detail and previous experience in accounting will be preferred.

I'm looking for an experienced accountant with financial analysis skills to help me with my c...experienced accountant with financial analysis skills to help me with my construction business. Key tasks: - Analyzing financial data and creating reports specific to the construction industry - Identifying trends, risks, and opportunities within the business - Collaborating with me to make informed financial decisions Ideal skills and experience: - Proven experience in financial analysis and accounting - Expertise in the construction industry is a big plus - Strong communication skills to deliver findings through email - Ability to work independently and take initiative in identifying potential areas for improvement. Your insights will be crucial in guiding the financial health...

We are looking for a part-time virtual assistant to support our online store. You will be handling various tasks, including: - Email Management: Regularly checking and responding to customer inquiries, inquiries from suppliers, and other related communication. - Customer Support: Assisting customers, resolving complaints, and ensuring their needs are met in a timely and friendly manner. - Accounting: Basic financial administration, such as registration, tracking transactions, updating spreadsheets, and providing basic financial reports. The potential candidates should have a valid security number and a utility bill in Cyprus as our based is in Cyprus. Your expected workload will be less than 10 hours a week.

I'm seeking help with analysing financial statements, particularly the income statement with a strong focus on revenue recognition. As ...revenue recognition. As a business owner, I need to deepen my understanding of my financial situation, and I believe grasping this concept will be pivotal. Key responsibilities: - Interpret and explain my income statement - Highlight critical aspects of revenue recognition - Showcase practical insights using my financial data Ideal Skills and Experience: - Excellent understanding of finance and accounting principles - Proficiency in interpreting financial statements, especially income statements - Prior experience in business financial analysis - Extensive knowledge in revenue recognition - Ability to teach and explain financial concepts i...

I am looking for an intermediate level freelancer to handle several specific tasks related to my company's accounts. The tasks include, but are not limited to: - General bookkeeping - Debtor watch to keep an eye on unpaid invoices - Periodic accounts reporting Proficiency in Xero accounting software is a must, as this is what we use to manage our finances. If you are skilled, diligent, and on top of things, I would love to hear from you. Prior experience in similar roles would be a bonus.

...experienced professional to help with the setup of QuickBooks Online for my company's regular financial management and tracking. As we don't currently have a QuickBooks subscription, I will require guidance throughout the purchasing and setup process. Essential tasks include but are not limited to: - Assistance with initial subscription setup. - Configuring QuickBooks Online to fit our needs. - Training on how to use the platform for regular financial management and tracking. This project will require proficiency in: - QuickBooks Online - Financial Management - Accounting Principles A successful freelancer will have a strong background in finance and experience implementing online accounting software platforms. If you've set...

...developer to create a desktop accounting application. Key Features: - Invoicing: The software should enable users to easily generate invoices for their clients. The invoicing system should be user-friendly, allowing for customization and easy tracking. - Expense Tracking: The accounting software should also include a feature that allows for the easy tracking and management of expenses. This feature should be comprehensive and intuitive. - Financial Reporting: It's important that the software has a robust financial reporting component. This should include a variety of customizable reports that provide users with insights into their financial health. The ideal candidate for this project will have experience in developing desktop applications, particularly accounti...

...manner. - **Tax Preparation:** Preparing and filing my taxes in compliance with relevant laws and regulations. - **Financial Analysis:** Conducting thorough analysis of my financial health and advising on strategies for improvement. I currently use QuickBooks and Excel for my accounting tasks. Proficiency in these tools is a must. Additionally, experience with other accounting software would be beneficial. Ideal candidates should have: - Proven experience in bookkeeping, tax preparation, and financial analysis. - Strong understanding of QuickBooks and Excel. - Excellent analytical and problem-solving skills. - Good communication and reporting skills to keep me updated on the financial status of my business. I'm looking for someone who can work auton...

Looking for a CPA from Philippines with strong English skills, multi-years work experience in Xero, QBO, MYOB, Sage for US/Australia/NZ companies. Tax filing experience would be an added skill. Overall engagement would start small but can grow into a full time engagement depending on the quality ...start small but can grow into a full time engagement depending on the quality of work delivered. The role would entail shift working and the work hours will be a function of client requirements. (PH night shift/early morning shift). Only looking at Individual Freelancers, team bids will be rejected. If this description excites you, happy to chat. Experience in automation in accounting and comfort with writing accounting / finance content preferred. The price range quoted is mon...

I'm seeking a professional who can manage my bookkeeping needs, including GST compliance and registration, and also handle auditing and ITR filing. Key Responsibilities: - Bookkeeping: I need assistance with managing my financial records, ensuring ac...records for auditing. - ITR Filing: Preparing and filing my Income Tax Returns in a timely manner. Ideal Skills and Experience: - Proven experience in bookkeeping and financial management. - In-depth knowledge of GST regulations and compliance requirements. - Previous experience in auditing and ITR filing. - Proficiency in any of the popular accounting software. I'm looking for a detail-oriented professional with a strong understanding of finance, accounting, and compliance management. A proactive approach to fina...

...before may 5th , 11:59PM pacific time. I am seeking a financial expert to optimize my portfolio with an emphasis on minimizing risk. The assets I'm interested in optimizing include Stocks, Bonds, and Mutual Funds. Given the diverse nature of my portfolio, it's essential that interested freelancers demonstrate experience across all three types of financial assets. To me, risk minimization means accounting for Volatility, Drawdown, and Correlation. Therefore, I require a freelancer who can strategically navigate these elements towards creating a risk-averse portfolio. This task necessitates: - Extensive knowledge in portfolio optimization and risk management - Proficiency in Stocks, Bonds, and Mutual Funds - An understanding of Volatility, Drawdown, and Correlation...

...capabilities. Specific Integration Needs: - **Accounting Software**: The CRM/HRM should seamlessly integrate with accounting software and few social media platforms for leads transfer.. This is crucial for our finance team to manage billing, invoicing, and financial reporting efficiently. - **Communication Tools**: The system should integrate with various communication tools. We often communicate with clients, partners, and employees, so a unified communication system would be highly beneficial. Ideal Skills and Experience: - **CRM/HRM Development**: Experience in developing CRM and HRM systems, especially for consultancy firms, would be a plus. - **Integration Expertise**: A deep understanding of integrating systems, particularly accounting software and communic...

...tailored towards law firms. Having outgrown our current accounting software system, we need a more comprehensive, automated solution. Key Features: - Document management: Expeditious handling of documentation is crucial in our line of work. We need a system that can easily store, manage and make retrievable crucial case files. - Time tracking: In order to accurately bill clients, a robust time tracking feature is system should account each spent minute for efficient invoicing. - Client communication tracking: Having records of all client communication aids in providing a continuous and seamless customer service experience. We need a system that keeps track of all client interactions. - Invoicing: Our current accounting system is insufficient for our needs. We require a ...

Financial Statements based on Excel template and Data - you product financial Statement with filled out excel based on data given We need an expert Freelancer to enter basic financials data to attached financial Projection in Excel and produce a profit loss statement based on this Excel attached and the data of company projected Revenues and expenses Simple if you ha...2025, and 2026 We need it in 4 days from now you have to fill up all areas and Spread sheet tabs in the Financial Plan Spreadsheet Thanks! See attached Full Zip Specs Ideal skills and experience: - Proven experience in financial analysis, particularly in creating detailed financial projections. - A good understanding of business planning and financial analysis processes. - Proficiency in accounting software ...

I am in need of a skilled accountant to help with the preparation of my financial statements. The ideal candidate will have experience with Xero. Key requirements of the project include: - Preparation of Income Statement, Balance Sheet, and Cash Flow Statement - Proficiency with Xero accounting software Please note, the successful applicant should have a strong background in accounting, with prior experience in financial statement preparation being highly valued.