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    2,000 citizens advice freelance trainer financial jobs found, pricing in GBP

    I need a web-based application to calculate the dues per apartment based on the expenses categorized by type. The main points are: - Expense Categorization: The app should categorize the expenses by type. For instance, maintenance...should categorize the expenses by type. For instance, maintenance, utilities, repairs, etc. - Dues Calculation: - Square Footage Basis: The apartment dues should be calculated based on the square footage of each apartment. - Platform: The application should be web-based, accessible from any browser. Ideal Freelancer: - Experience with web application development, especially in accounting or financial tracking software. - Understanding of expense categorization and calculation based on different parameters. - Familiarity with building user-friendly i...

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    ...looking for an exceptional PowerPoint designer who can use a professional theme and color scheme to turn my financial transformation metrics into an engaging, compelling presentation - one that's set to impress at an upcoming award ceremony. Key Duties: - Design a 20-slide PowerPoint presentation focusing on the financial transformation metrics of a large organization. - Use a professional color scheme that matches the tone of the event and makes the charts and graphs easy to understand. - Make the presentation engaging, logical yet impressive to the jury at an award ceremony. Ideal Skills and Experience: - Excellent PowerPoint design skills. - Experience in interpreting financial metrics and transforming them into captivating visuals and slides. - Understa...

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    As a self-employed professional, I need expert assistance with matters related to income tax. My needs include: - Tax planning and advice: Provision of strategic tax planning tailored to my particular circumstances to optimize my tax situation. - Resolving tax issues: Assistance in handling and resolving any existing or potential tax-related problems. - Draft Copy: Guidance and potential collaboration on creating and reviewing tax documents, though I'm currently uncertain about it. Ideal freelancers for this project should have a strong background in tax law, income tax filing for self-employed professionals, and excellent problem-solving skills. Business advisory experience would also be beneficial.

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    ...Business Administration, Economy, or a related field, which can be very beneficial for understanding the technical and business aspects of startups in the blockchain domain. Welcome to Defi Degen! What We Offer The flexibility to work remotely A supportive and autonomous work environment that empowers you to make impactful decisions. Competitive compensation in stablecoins or top cryptocurrencies, financial exposure to the future success of our startups. APPLY TO THE JOB HERE:

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    I'm in search of a skilled freelance graphic designer with a strong proficiency in logo design. This work requires a creative thinker, capable of developing unique and clever designs. Key Requirements: - Proficient in logo design - Skilled in creating modern, minimalist designs Final Deliverables: - Raster files (JPEG, PNG) - PDF files Experience in advertising design and video creation is a plus, as the role may evolve to encompass these areas in the future. The ideal candidate will be self-disciplined and able to work effectively in a fast-paced and ever-changing environment. I look forward to your bids.

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    ...to: - Conduct market research on Bali's residential real estate landscape. - Identify key competitors, their strengths, weaknesses and market positioning. - Develop a detailed financial plan, including revenue projections, expenses, and funding needs. - Outline a clear and compelling strategy for attracting potential investors and securing funding. Ideal candidates for this project will have: - Proven experience in creating successful business plans for real estate ventures. - Deep knowledge of Bali's real estate market, particularly in the residential sector. - A strong understanding of financial planning and projections, as well as the requirements for attracting investors. Please only apply if you have the relevant experience and can deliver a...

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    I'm seeking a talented web developer to build an engaging e-commerce website for me. The website should be b...seeking a talented web developer to build an engaging e-commerce website for me. The website should be built on WordPress, or on framework like react aligning with the following specifications: - Includes standard e-commerce functionalities, such as a shopping cart, customer reviews, and payment gateway. - Integrates a unique 'grow a plant' game feature for users to interact with. The ideal freelance candidate for this project should have significant experience in e-commerce development, particularly on WordPress. The freelancer should also have a creative flair for integrating engaging features into a website. Previous experiences with gaming features wi...

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    My objective is to create short duration (5-10 minutes) documentary-style videos showcasing interesting video footage of your local models for our platform. We are hiring freelance video photographers like you, to shoot easy fashion style video shows with local female models you recruit for each project. You will be shooting projects where you are now located, with local women you invite to model for you, and we pay you from US$500 per shoot project, more once you become familiar with shooting for us. ModelsUpClose are video entertainment producers,  hiring video photographers from across the world in fashion style General Exhibition video shows since 1997.   It is essential we agree on your proposed model before starting a project. We have a Job Specification ...

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    ...Deliverables: - Develop an eBook centered around personal development for educators. - Include relevant topics such as self-care, maintaining work-life balance, career growth strategies, and maintaining enthusiasm for teaching - centered around image of the child, relationship, inclusion and democratic education - Create content rich in practical tips, real-life experiences, and research-based advice. Ideal Skills & Experience: - You're the perfect fit for this project if you have experience in writing in the educational sector, with a focus on personal development. - A background in education would be a bonus, as would any firsthand experience of the rewards and challenges of being an educator. - Your writing should be inspirational yet practical, and capable of engag...

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    My project requires the expertise of a freelancer with in-depth knowledge of XBLR accounting. The task is to leverage this skill to generate accurate financial reports for my business, with a specific focus on income statements. Key Responsibilities: - Compile, analyze, and present precise income statements - Ensure the inclusion of gross profit, operating income, and net income in each report. Ideal Freelancer: - Proficient in XBLR accounting - Proven experience in compiling and presenting income statements - Ability to pay attention to detail to ensure accurate financial reporting - Understanding of accounting regulations is highly desired, although not mandatory.

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    Need someone to go through one of my company bank statements for the last 8 months and prepare both years financial statements (profit/loss and balance sheet).

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    Team expansion 6 days left

    Yes, I know, this is not a typical freelance opportunity. However, I am looking for people with an entrepreneurial spirit to expand the team, with whom everyone gets along well. You will need a laptop or a phone for flexible work time and location-free options. If I have piqued your interest and you would like more information, feel free to contact us.

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    I'm in need of a highly skilled and advanced CISSP trainer for on-prem training in Kuwait. The training will be for a small group of 1-10 participants. The ideal candidate should be able to provide the following training materials: - Comprehensive printed manuals and handouts - Digital copies (PDFs, slides) for participants to refer to post-training - Practice exams and quizzes to help reinforce learning and assess understanding The trainer will be expected to travel to Kuwait for this assignment. Experience in providing CISSP training in a physical setting, particularly in the Middle East, would be a significant advantage. The ideal candidate should be able to deliver complex CISSP concepts in a clear and engaging manner, ensuring participants can effectively apply the...

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    I'm in search of accounting specialists who can oversee my bookkeeping and provide financial statement analysis. Key Project Details: - Primarily undertake bookkeeping services weekly. - Utilize the Xero accounting software for the tasks. Ideal Skills and Experience: - Proficient in Xero, with a demonstrated track record of successful bookkeeping. - Experience in financial statement analysis. - Strong communication skills to discuss the financial health of the business. - Knowledge of current accounting standards. - Ability to deliver high-quality work within agreed deadlines. I look forward to collaborating with a professional who can provide a high level of service and contribute to the overall financial management of the business.

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    I require the expertise of a proficient Odoo ERP freelancer to assist in migrating data from an old system to a new one. Key Requirements: - Expertise with Odoo versi...system version is crucial to successfully migrate the data without loss or corruption. - Extensive experience is paramount. I'm eager to hear about the similar data migration projects you've handled in the past and the results you've achieved. - A deep understanding of the Accounting module which the data is primarily focused on. Ensure you are adept at dealing with figures, financial data, balance sheets and other financial reports. Best suited freelancers would be detail-oriented, meticulous, and possess a proven track record of handling similar tasks successfully. Let’s set the bal...

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    I am looking for an experienced writer who can create educational blockchain articles specifically focusing on supply chain finance. The aim of these articles is to inform and engage with academic researchers within the financial sector. Key Requirements: - Extensive knowledge and experience in blockchain technology and supply chain finance - Proven experience in creating educational content for an academic audience - Ability to explain complex concepts in a clear and accessible manner - Strong research skills to ensure accuracy and credibility of the content The perfect candidate should have a strong background in both blockchain technology and supply chain finance. Previous experience in creating educational content for an academic audience is highly desirable.

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    We are building a financial application whereas you can put money hence our AI works on it through big data and automation. The project is about algorithmic auto-investing trading on world wide's financial market. Fixed Rate Job Paid based on success delivery per country. $10/country. Make about 5-10 API/country for installing python, setting SQL for our applications and Google Sheet. For each country may need API for such as : 1. Historical Data 2. Financial Scrapped Source 3. Financial Summary Scrapped Source 4. Interest rate 5. Some More Required Skill & Experience : 1. Php & SQL 2. Familiar with python installing & setting up environments 3. Experienced in Linux Debian & LNMP server by SSH 4. You need to know on how to run python scri...

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    I am seeking a talented freelance graphic designer to create a book cover based on a provided sketch. The final cover must adhere to the layout of the sketch, but I need your expertise to enhance it with the right fonts, colors, and images or illustrations that match the sketch’s outline and theme in a more cohesive manner. PROJECT DETAILS: Dimensions: The cover will be designed in 12x18 inches (height x width). Design Elements: - Use the provided sketch as the primary layout guide. - Select and integrate suitable fonts that complement the cover's theme. - Choose a consistent color palette that aligns with the book’s genre and style. - Source or create images/illustrations that fit the sketch’s outline, ensuring they blend seamlessly with the overall design....

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    I'm seeking a freelance professional to handle computer-related tasks including data entry, spreadsheet creation, word processing and software applications assistance. Requirements: - Proficiency in Windows, MacOS, or Linux operating systems - Experience with various software applications, including Microsoft Office, Adobe Creative Suite, and OpenOffice/LibreOffice - Ability to handle tasks in a timely manner This project is ideal for someone with a strong computer background and excellent attention to detail. Please apply if you meet these qualifications.

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    Ready to take my technology startup to the next level, I am searching for an industry expert to create a purposeful business pl...am searching for an industry expert to create a purposeful business plan. The goal of this document is primed on securing funding and allows my business to achieve its desired growth. Key Components: - Solid Financial Projections: Focus on the finances, I need a clear outline of capital requirements and the utilization to be compelling to potential investors. - Comprehensive Business Model: Describe how our technology startup operates and generates revenue. Ideal Candidate: - Business plan writing experience specifically for startups in the technology industry. - Excellent financial modeling skills. - Proven record of creating successful fundin...

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    ...and Zoho Inventory to help streamline our operations and enhance our understanding of client interactions. - Reporting and analytics: Create custom reports and set up analytical tools to help us better understand our business performance, customer interactions, and inventory management in Zoho. - Integration with other platforms: As we operate on Xero, QuickBooks, and Shopify for various financial and e-commerce functions, we require seamless integration with these platforms. This includes sharing data between these platforms and Zoho to ensure smooth operational flow and real-time data updates. The ideal candidate should have: - Extensive experience working with Zoho CRM, Zoho Books, and Zoho Inventory. - A proven track record in setting up advanced data management, report...

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    ...web and app developer who can create a point of sale (POS) system for my retail business. I've identified integration with my existing accounting software as a key functionality. Therefore, proficiency in creating seamless software integrations will be crucial. The website and app should deliver: - Seamless integration with my current accounting software to ensure real-time and accurate financial transactions - A user-centric design which enables a smooth shopping experience - A mobile-responsive design to accommodate shoppers using various devices Although I did not select specific features via the questionnaire, I would be open to suggestions on components like inventory management, sales reporting, and customer management. The ideal candidate for this project shou...

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    I am looking for a skilled developer to design a hybrid travel booking mobile application, com...(including directions) - Wallet system for cash management (only to manage refunds) - accounting history - Vendor payment - Booking/cancellation/notifications/feedback The admin panel should include: - User management - Data uploading for treks - Payment management - app configurations I have more details to share with the chosen developer for further fine-tuning. Ideal Candidate: The ideal freelance candidate should have previous experience in developing similar applications with a portfolio to share. A strong command over modern tech stacks is required. Understanding of web user-interface design and mobile development is a bonus. NO PHP | NO ADVANCE PAYMENTS | NO NEW FREELANCER...

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    We’re seeking an experienced professional to create a detailed business plan and financial model tailored for securing venture capital funding. This project involves market research, competitor analysis, financial forecasting, and crafting a compelling narrative that outlines our vision, strategy, opportunity, and projected growth. The aim is to develop a roadmap that not only guides our business but also attracts potential investors.

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    ...practices. I am very keen to ensure regulatory compliance but also enhance my company's efficiency by focusing on: - Cleaning products: Suggesting green cleaning products is a major objective. - Energy conservation: Developing strategies to reduce energy consumption during cleaning. - Quality control: Introducing high-performance cleaning standards and methods. - Cleaning equipment: Providing advice on eco-friendly cleaning equipment. -Handling and storage of cleaning chemicals -Effective Cleaning: Inside the building that consists of hardwood floors, carpet cleaning, restrooms, classrooms, offices, gym, etc. -Quality control and audit weekly to ensure employees are using the correct cleaning method -Standard operational procedural Ideal candidates should have experience ...

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    ...Power BI developer who can create detailed financial reports and dashboards, primarily based on data from Excel spreadsheets. Key Responsibilities: - Develop compelling, visually appealing reports and dashboards that are easy to interpret and navigate. - Tailor the reports and dashboards specifically to financial analysis, ensuring they provide the insights necessary for informed decision-making. Ideal Candidate: - Proven experience creating financial analysis reports and dashboards in Power BI. - Proficiency in integrating data from Excel spreadsheets. - Strong attention to detail and the ability to translate complex financial information into clear, concise visual elements. This project requires a high level of expertise in Power BI, financial ...

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    ...focus on life coaching and fitness. A successful applicant will have: 1. Experience in creating promotional content for TikTok. 2. Demonstrated understanding of fitness and life coaching concepts. 3. Ability to create engaging content that can promote life coaching services and fitness regimens. Responsibilities include: - Developing TikTok videos that illustrate life coaching tips and fitness advice. - Creating engaging content that includes exercise planning, goal setting, and nutrition guidance. - Delivering promotional videos that can effectively engage in and grow our audience on TikTok. An ideal candidate would be a skilled videographer with experience in creating fitness and life coaching content. They should have a knack for capturing the essence of these areas in a...

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    I have initiated the drafting of my business plan and investor deck, however, I am looking for a seasoned freelance professional to take my existing work to the next level. Particularly, I am in need of assistance in the creation of compelling visual branding elements. The suitable freelancer for this task should possess: - Proficiency in creating visually appealing branding elements - Impressive portfolio in graphic design with focus on branding - An understanding of business plans and investor decks - Ability to preserve my initial concept, yet bring fresh ideas to the table Your main responsibility will be to revamp the visual aspect of my business plan while maintaining the original essence. I am open to new ideas and novel thinking. I look forward to our potential collabora...

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    Wordpress + python 6 days left
    VERIFIED

    Python Script Developer for Photoshop Automation & WordPress/WooCommerce Integration We are seeking a freelance Python developer to create a script that automates Photoshop tasks and integrates with WordPress/WooCommerce for product customization. The script will: Develop a Python script to automate Photoshop operations. Integrate the script with WordPress/WooCommerce to retrieve order details. Automatically open Photoshop and modify PSD files based on customer orders. Update text layers with customer input and save customized templates as JPG/PDF.

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    I'm looking for a detail-oriented professional to support my business with bookkeeping and budget management tasks. Key Responsibilities: - Accurate management of accounts payable and accounts receivable in QuickBooks - Regular bank reconciliations to ensure that all transactions are accounted for correctly Ideal Skills and Experience: - Proficiency in QuickBooks software - Prior experience in accounts payable/receivable and bank reconciliations - A keen eye for detail and accuracy - Strong organizational and time-management skills The role will require weekly input, but this may vary depending on the size of transactions. Please provide an estimate of your hourly rate in your bid.

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    Description: I am in the process of migrating some websites from a cloud server to AWS. Seeking an experienced AWS expert to provide a couple of hours of verbal advice over a Zoom meeting. Requirements: Extensive experience with AWS, including EC2, S3, RDS, LightSail, Route53 and other AWS services. Proven track record of successfully migrating websites to AWS. Ability to provide clear, actionable advice and best practices for a smooth migration process. Strong communication skills to explain complex concepts in an easy-to-understand manner. Responsibilities: Share your experience and best practices for migrating websites to AWS. Answer any questions we may have regarding the migration process. Guide on optimizing our AWS setup for performance and cost efficiency. Addres...

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    Python Script Developer for Photoshop Automation & WordPress/WooCommerce Integration We are seeking a freelance Python developer to create a script that automates Photoshop tasks and integrates with WordPress/WooCommerce for product customization. The script will: Develop a Python script to automate Photoshop operations. Integrate the script with WordPress/WooCommerce to retrieve order details. Automatically open Photoshop and modify PSD files based on customer orders. Update text layers with customer input and save customized templates as JPG/PDF.

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    Python Script Developer for Photoshop Automation & WordPress/WooCommerce Integration We are seeking a freelance Python developer to create a script that automates Photoshop tasks and integrates with WordPress/WooCommerce for product customization. The script will: Develop a Python script to automate Photoshop operations. Integrate the script with WordPress/WooCommerce to retrieve order details. Automatically open Photoshop and modify PSD files based on customer orders. Update text layers with customer input and save customized templates as JPG/PDF.

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    We are seeking experienced lead generation professionals to assist in identifying companies raising equity capital for a growing company over the next 3-6 months. Ideal candidates will have a strong background in financial services and a proven track record of successfully raising equity capital for companies and funds in the growth stage. SKILLS AND EXPERIENCE REQUIRED: 1. Proven experience in lead generation within the financial services sector. 2. Successful track record in raising equity capital for growth-stage companies. 3. This project requires a proactive and results-oriented approach. 4. The successful freelancer will work closely with our executive team to develop and execute a comprehensive capital-raising strategy to support our company's growth objectives...

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    I need a dedicated freelance professional to assist me with data research and entry for a project involving database management. The ideal candidate should have: - Proficiency in web data collection and entry - Experience in database management - Strong attention to detail and accuracy The task involves the following key aspects: - Research and collection of specific data from websites - Data entry into a database - Ensuring all data is accurately entered and categorized The data collected is crucial for managing the website, so precision and dedication to the task are paramount. I prefer to receive the data in the form of a detailed report, as it will help me optimize and manage the website more efficiently.

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    I need an experienced financial analyst to help me develop and formulate financial projections for my technology startup. The ideal freelancer for this job would have a background in finance, specifically in the technology sector. Key Requirements: - Provide detailed revenue projections: I need a breakdown of how much income is expected to be generated on a yearly basis. This should include a clear analysis of potential income streams and growth rates. - Develop expense projections: It's important to outline the costs associated with running the business. The freelancer should be able to provide a thorough examination of potential expenses, including operating costs, salaries, and other expenditures. - Create profit projections: Based on the revenue and expense forecast...

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    ...to my studies. Here's what I need: -Assistance with Business Consulting: A deep-dive into business models, strategies, and operations. -Direction in Market Research: Guiding in carrying out market analyses, consumer behavior study, and competitive landscape. -Training in Financial Analysis: Advice on financial forecasts, interpreting financial statements, and investment strategies. The ideal person for this job would be a seasoned freelancer with extensive experience in business consulting, market research, and financial analysis. If you've mentored others in freelancing, which I'm particularly interested in, I would find your experience even more invaluable. This is an exciting opportunity for any freelancing expert who wants to mol...

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    I'm looking for a skilled SAP FICO consultant with expertise in the Financial Accounting (FI) module. The selected professional will primarily handle: - General Ledger (GL) management - Accounts Payable (AP) - Accounts Receivable (AR) - Bank-related activities Additionally, you will be required to generate key reports including: - Profit and Loss Statement - Balance Sheet - Cash Flow Statement Ideal candidates should have in-depth experience managing the above tasks within the FI module. Extensive knowledge of SAP FICO and a keen understanding of financial reports are vital for this role.

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    ...a skilled professional who can help us create a compelling pitch deck for our fashion and lifestyle concept store in Accra, Ghana. The pitch deck should effectively communicate our unique value proposition, target market, competitive advantage, and growth potential. Additionally, the deck should include well-researched financial projections that showcase the profitability and feasibility of our business model. Key Skills: - Pitch deck creation - Market research - Financial analysis - Presentation design - 10 to 15 Slides - Clear, concise, and engaging content - Visual appeal, mirroring fashion and design aesthetics The successful freelancer should have experience in the Fashion and Design industry or have demonstrable knowledge of it. They should also be proficient...

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    I'm looking for a skilled web developer who can create a user-friendly, web-based tool that allows our internal staff to generate cost estimates quickly and accurately. Key Features: - The to...so the tool should be intuitive, easy to use and accessible. - It should not support multiple currencies, as all our estimates will be in the same currency. Ideal Skills and Experience: - Experience in developing web-based tools or software, ideally with a focus on generating estimates. - Proficiency in UX/UI design to ensure the tool is user-friendly and intuitive. - Strong understanding of financial systems and tools, to ensure accurate cost estimates are generated. - Ability to communicate effectively and incorporate feedback, as the tool will need to meet the specific needs of our ...

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    I need assistance creating dashboards in Tableau. The data to be...dashboards in Tableau. The data to be visualized comes from a large database and relates to health risks, specifically the risk of heart attacks. I'm interested in assessing three factors namely age, gender and an additional one. It doesnt matter what you pick out of the data, i simply need it for seminar in college The dashboards should feature: - Enrollment data - Student performance data - Financial data. An ideal candidate should be well-versed in data visualization with industry experience in Tableau, and have proficiency in handling large data sets. Experience in health data is desirable but not mandatory. The freelancer should be able to translate complex data into easy-to-understand, visually compell...

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    I need assistance setting up a WordPress blog on Amazon EC2 for a new blog AWS Setup and Deployment: a new WordPress instance on AWS using Amazon Lightsail or EC2. the existing ThemeForest theme from Bluehost to AWS. Content and Design: the site content is primarily in Arabic, with some pages in English. advice for students on studying abroad. any unnecessary content. a minimalist design. 5. Set up menus, categories, and subcategories. Content Upload: images and articles in Arabic. all content is well-organized and properly formatted. SEO and Analytics: up a Google XML sitemap. Google Analytics. the site for SEO. Performance Optimization: caching solutions to improve site

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    I'm in need of a UK accountant to create financial statements for my technology company. The financials will be based on the data I provide in an Excel file. Key Requirements: - Proficiency in UK GAAP - Experience in handling technology companies The financial statements should be at a summary level, reflecting our company's financial health and performance. Use of Excel templates is preferred. The ideal freelancer has a proven track record in producing financial statements compliant with UK GAAP and an understanding of the technology sector.

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    As a client, I'm in need of a gifted freelancer who will design an AI chatbot that works hand-in-hand with Google Assistant. This chatbot will be programmed to carry out multiple tasks: - Answer typical queries - Offer relevant advice - Schedule meetings - Perform any function that is currently possible for it to do verbally The AI chatbot should be compatible with Slack and eventually extend to all phone applications. The chatbot should integrate with a database. We could explore other data integration requirements during our discussions. Ideal applicants are those familiar with AI chatbot programming, Google Assistant integration, and broad-reaching app compatibility. Database integration knowledge is essential, with bonus points for those who can offer a variety of data...

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    ...and other relevant details. - Displaying Ride Details: The API should be able to fetch and display ride details for each driver. This information is crucial for the drivers to efficiently manage their schedule and assignments. - Updating Payment Information: It is essential that the API updates payment information in our Google Sheet. This includes payments received, pending payments, and other financial details. I'm looking for a professional who can ensure that this data is updated on our Google Sheet every hour, as per our requirements. Experience in working with APIs, specifically Tranferz API, and Google Sheets is a must for this project. The ideal candidate should also have a good understanding of data management and handling secure information. If you have the nece...

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    ...and licensed accountant who specializes in both US and Canadian tax laws, particularly for dual citizens, to get my taxes in order promptly. Responsibilities: File Canadian tax returns for the years since obtaining US citizenship in 2020. Ensure compliance with both Canadian and US tax laws and regulations. Provide accurate and timely filing of all necessary documents. Assist with any additional tax-related queries or issues that may arise during the process. Provide guidance and support for the green card sponsorship process concerning tax requirements. Requirements: Licensed and certified accountant with expertise in both US and Canadian tax systems. Proven experience working with dual citizens and understanding the intricacies involved. Excellent knowledge of tax tre...

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    ...VBA , Advance Excel 3+ years of experience is required in creating dashboards in Manufacturing, Banking, Retail Industry. Working Hour: 3 hour per day (per day) Salary: 150 – 300 INR Per Hour Job Responsibilities : • Understanding Company requirements. • Understanding, consolidating and analyzing data from spreadsheets. • Creating dashboards, reports and charts in Analytics tools. • Working on financial and other types of modeling projects. • Having knowledge Dashboard Creation, Mainframe automation through VBA. • Good Technical knowledge of VBAs, Macro, MS Office skills to drive automation opportunities. • Well-versed with dynamic loops, data extraction from images. • Work with users and team members at all levels for performance imp...

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    CRM Expert 6 days left
    VERIFIED

    ...data. User Base: - The CRM system will be used by 1-50 users, so it should be user-friendly, scalable, and efficient. Integration: - It's imperative that the CRM can seamlessly integrate with other systems, particularly: - Email Platforms: For streamlined communication and lead nurturing. - Social Media: To enhance customer engagement and acquisition. - Accounting Software: To automate financial data synchronization and reporting. Ideal Freelancer: - Proven experience in CRM development, with a strong portfolio of CRM systems. - Proficiency in integrating CRMs with email platforms, social media, and accounting software. - Understanding of data analytics and sales forecasting for CRM systems. - Ability to create a user-friendly interface for a multi-user CRM system. ...

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    I'm after a web and mobile application that will specifically cater to the financial management and planning needs of small business owners. The app should enhance their capabilities to handle their finances effectively. Key Features: - Comprehensive Financial Management: The app should allow users to input their financial data, including income, expenses, and capital. It should then generate insightful reports and analytics to help them make informed decisions. - Budgeting and Forecasting: The app should have a feature that assists in creating budgets and forecasts to help business owners plan their financial future. - Alerts and Reminders: The app should be able to send alerts and reminders for important financial tasks like tax payments, billing...

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