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Financial Planning is a key element to managing finances, yet it is often overlooked or underestimated by individuals. A Financial Planner is a professional who has the necessary skillset to effectively and efficiently map out a viable plan to manage and grow your finances. They are there to provide advice and recommendations for your financial needs, including budgeting, taxes, investments, insurance, estate planning and retirement planning. Their aim is to provide their clients with the ultimate goal — financial stability.
At Freelancer.com, we have world-class Financial Planners capable of developing complete and tailored strategic financial plans that are adjusted per each individual scenario. They produce detailed calculations in their financial plans featuring estimated outcomes, graphs and charts which provide maximum information to help drive informed decisions. Our Financial Planners are not just advisor and consultants but true problem solvers creating ingenious solutions which can serve as a successful asset for any household or business.
Here's some projects that our expert Financial Planners can make real:
These are just some of the services that our Freelancer.com Financial Planners can offer you – when you work with us, you’re guaranteed an experienced professional who will go above and beyond to ensure your financial plans operations run smoothly and efficiently. So if you’re in need of a Financial Planner for any kind of financial project such as developing an estate plan or cutting down on tax bills – post your project on Freelancer.com today!
Daripada 24,494 ulasan, klien menilai Financial Planners 4.9 daripada 5 bintang.Financial Planning is a key element to managing finances, yet it is often overlooked or underestimated by individuals. A Financial Planner is a professional who has the necessary skillset to effectively and efficiently map out a viable plan to manage and grow your finances. They are there to provide advice and recommendations for your financial needs, including budgeting, taxes, investments, insurance, estate planning and retirement planning. Their aim is to provide their clients with the ultimate goal — financial stability.
At Freelancer.com, we have world-class Financial Planners capable of developing complete and tailored strategic financial plans that are adjusted per each individual scenario. They produce detailed calculations in their financial plans featuring estimated outcomes, graphs and charts which provide maximum information to help drive informed decisions. Our Financial Planners are not just advisor and consultants but true problem solvers creating ingenious solutions which can serve as a successful asset for any household or business.
Here's some projects that our expert Financial Planners can make real:
These are just some of the services that our Freelancer.com Financial Planners can offer you – when you work with us, you’re guaranteed an experienced professional who will go above and beyond to ensure your financial plans operations run smoothly and efficiently. So if you’re in need of a Financial Planner for any kind of financial project such as developing an estate plan or cutting down on tax bills – post your project on Freelancer.com today!
Daripada 24,494 ulasan, klien menilai Financial Planners 4.9 daripada 5 bintang.We are hiring an experienced Excel financial modeling expert to develop a set of advanced financial Excel models for internal business use. The work requires strong financial logic, accuracy, and professional Excel structuring. This is not data entry or basic Excel work. Only apply if you have built serious financial models before. What You Will Develop You will build multiple Excel financial models, such as: Integrated financial models (Profit & Loss, Balance Sheet, Cash Flow) Budgeting and forecasting models Cash flow and runway models Unit economics models (LTV, CAC, break-even) Valuation and scenario analysis models Each model will be a complete, stand-alone Excel file. Deliverables (Per Model) Excel file (.xlsx) 5–10 structured worksheets Clear input and output sections...
Saya sedang mencari seorang mentor yang dapat membimbing saya langkah demi langkah untuk memperoleh penghasilan lewat investasi, khususnya di pasar saham. Pengetahuan saya masih dasar, jadi saya membutuhkan penjelasan yang mudah dipahami serta contoh konkret penerapannya di Indonesia. Yang saya harapkan: • Analisis kebutuhan awal—kondisi keuangan, tujuan, dan toleransi risiko saya. • Rencana investasi saham yang jelas: pemilihan broker, cara membuka akun, strategi membeli – menyimpan – menjual, serta manajemen portofolio. • Sesi tatap muka daring (video call) terjadwal, lengkap dengan bahan ajar, lembar kerja, dan tugas praktik. • Pendampingan untuk membaca laporan keuangan, memahami fundamental & teknikal sederhana, dan mengatur disiplin cu...
Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...
Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...
Je souhaite créer une activité de consultation en ligne dans le domaine Business et finance afin de travailler avec des clients du monde entier et générer des revenus quotidiens. Pour y parvenir, j’ai besoin d’un expert qui m’accompagne de l’idée jusqu’à la mise en marché. Vos missions : • Structurer une offre de services claire et rentable (conseil en gestion, planification financière ou stratégie marketing, selon la pertinence). • Définir le positionnement, la tarification et les outils indispensables pour des sessions virtuelles (Zoom, Calendly, passerelles de paiement, etc.). • Mettre en place un processus simple pour attirer, convertir et fidéliser les clients...
Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...
I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...
Saya merasa arus kas mulai tidak terkendali dan membutuhkan panduan profesional untuk menstabilkan keuangan. Fokus utama saya adalah memahami posisi keuangan saat ini, menemukan kebocoran pengeluaran, lalu membangun anggaran yang realistis agar saldo kas kembali positif dan tetap terjaga ke depannya. Ruang lingkup yang saya harapkan: • Analisis singkat laporan mutasi rekening dan tagihan terakhir guna memetakan pemasukan-pengeluaran. • Rencana anggaran terperinci 3–6 bulan, lengkap dengan rasio tabungan, dana darurat, dan alokasi biaya rutin. • Rekomendasi pengurangan biaya serta ide meningkatkan pendapatan jika ada potensi sampingan. • Template sederhana (Excel / Google Sheet) untuk memantau cash-flow dan target bulanan. • Satu sesi tinjauan daring ...
I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...
I need a registered Australian tax agent to take my service-based business through a complete end-to-end review for the most recent financial year. The scope is straightforward: • Prepare and finalise the full annual income tax return, guaranteeing it is ATO-compliant and maximises all legitimate deductions. • Review, complete, and lodge every BAS for the year, ensuring GST, PAYG and any relevant instalments are reported accurately and on time. • Provide clear, actionable tax advice I can rely on for the coming year—particularly around cash-flow planning, GST obligations and any deductions specific to a professional services operation. My bookkeeping is up to date in Xero; ATO correspondence access can be granted via the agent portal once we engage. Acceptance c...
Saya merasa arus kas mulai tidak terkendali dan membutuhkan panduan profesional untuk menstabilkan keuangan. Fokus utama saya adalah memahami posisi keuangan saat ini, menemukan kebocoran pengeluaran, lalu membangun anggaran yang realistis agar saldo kas kembali positif dan tetap terjaga ke depannya. Ruang lingkup yang saya harapkan: • Analisis singkat laporan mutasi rekening dan tagihan terakhir guna memetakan pemasukan-pengeluaran. • Rencana anggaran terperinci 3–6 bulan, lengkap dengan rasio tabungan, dana darurat, dan alokasi biaya rutin. • Rekomendasi pengurangan biaya serta ide meningkatkan pendapatan jika ada potensi sampingan. • Template sederhana (Excel / Google Sheet) untuk memantau cash-flow dan target bulanan. • Satu sesi tinjauan daring ...
I need an experienced accountant to complete a deferred revenue schedule for a Hardware and SaaS company. The deferred revenue schedule will need to cover a 12-month period. After that, I need you to finalize the balance sheet and cash flow statement for the same 12-month period. Requirements: - Expertise in accounting, especially with deferred revenue and working capital of a seasonal business - Proficiency in Excel - Ability to finalize balance sheets and cash flow statements - will need to complete in about 2 days, P&L is complete Ideal Skills and Experience: - Background in SaaS accounting - Detail-oriented and accurate - Strong understanding of accounting principles and financial statements
I need an experienced financial accountant to step in, examine my raw bookkeeping data, and turn it into a clean, audit-ready set of statements for the latest fiscal year. The scope centers on classic financial accounting, not managerial tasks, and I specifically require: • A properly formatted Balance Sheet • An accurate, multi-step Income Statement • A cash-flow statement built from operating, investing, and financing activities • A concise schedule that reconciles our exports accounting entries with the general ledger Source data is available in QuickBooks and Excel; you may work in either platform so long as the final files come back in both native and PDF formats. I will provide you with the full trial balance, bank statements, and prior-period comparatives...
My 2026 tax return still needs to be finalized using the latest federal and state brackets, credits, and deductions. All source documents are already in hand—W-2s are my only income records for the year—so the job is strictly about accurate preparation, review, and filing. Along with the completed return, I also need a concise, professionally worded letter that confirms my current earnings and projects a reasonable increase in income for the coming year. The letter will be used for financing purposes, so it must look formal, include contact details, and reference the figures taken directly from the return. Please deliver: • The signed income-increase letter on CPA/tax-preparer letterhead in PDF. Everything has to reconcile cleanly, meet IRS guidelines, and be tu...
As a software company based in Canada and Panama, we are looking for a person to join our team as an implementation assistant. Our software has been on the market since 2016 and our customers range from medium size (1,000 employees) to very large (50,000 employees and more). They are also spread all over the world and include many industries (manufacturing, pharma, mining, chemicals, hotels, retail, marinas, health, engineering, and many others). Our software manages their budget process, their requests for approval (to purchase equipment), the tracking of costs, the reporting, and many other elements of their process related to capital and operational expenditures. Our team members are spread out on all continents, in order to offer our customers a 24h support. In this new position of im...
Finans Uzmanı Finansal süreçleri sadece takip eden deÄŸil, iÅŸin geleceÄŸini ÅŸekillendiren bir bakış açısına sahip bir Finans Uzmanı arıyoruz. Bu rolde; nakit akışını, finansal dengeyi ve sürdürülebilir büyümeyi dijital araçlar ve stratejik öngörüyle yönetecek, veriyi karar alma süreçlerine dönüÅŸtürecek bir ekip arkadaşıyla çalışmak istiyoruz. Analitik düÅŸünen, finansı iÅŸin kalbi olarak gören ve ÅŸirketin geliÅŸimine aktif katkı sunmak isteyen adayları ekibimize bekliyoruz.
Saya ingin memanfaatkan keterampilan sederhana—membalas chat—untuk menambah pemasukan keluarga sambil menyiapkan tabungan pendidikan anak. Fokus saya: • Merancang alur kerja yang realistis untuk mendapatkan pendapatan harian hanya dari aktivitas chat (mis. customer support freelance, live-chat e-commerce, affiliate via WhatsApp/Telegram, atau layanan konsultasi berbayar). • Mengonversi pendapatan tersebut ke skema tabungan pendidikan yang terstruktur: target nominal, jadwal setor, serta proyeksi bunga/imbal hasil. • Menyusun panduan praktis berupa: – Daftar platform tempat saya bisa langsung mendaftar atau menawarkan jasa chat support. – Template skrip chat, etika pelayanan, dan teknik upselling agar rasio konversi tinggi. – Spr...
Saya butuh panduan terstruktur agar segera terbebas dari utang akibat judol dan memulihkan kesehatan keuangan saya. Latar belakang – Fokus utama saya adalah meningkatkan kesehatan keuangan. – Upaya yang sudah saya lakukan: mencari pendapatan tambahan melalui pekerjaan paruh waktu. Yang saya perlukan sekarang 1. Analisis singkat kondisi keuangan saya (utang, arus kas, dan kewajiban bulanan). 2. Rencana aksi praktis untuk: • Menyusun prioritas pelunasan utang. • Menghentikan kebiasaan judol secara bertahap namun tegas. • Menambah atau mengoptimalkan sumber pendapatan tanpa membebani waktu kerja utama. 3. Template anggaran harian / mingguan yang mudah saya ikuti. 4. Checklist monitoring kemajuan selama 3-6 bulan. Kualifikasi yang ...
I need a Chartered Accountant who can jump in for a short, focused engagement and steer me through three critical stages: • First, a strategy call to dissect my business model, with special emphasis on sharpening and validating the revenue streams. • Next, a full-fledged business plan, complete with robust financial projections (cash-flow, P&L, balance sheet) that will stand up to bank scrutiny. I’m happy to share raw numbers the moment we start. • Finally, hands-on support while I apply for bank finance under CGTMSE/MSME schemes—everything from assembling the paperwork to following up with the branch until sanctions come through. Past wins with startups or MSMEs, especially CGTMSE cases, will weigh heavily in my decision. Please attach a detailed proje...
Saya ingin memanfaatkan keterampilan sederhana—membalas chat—untuk menambah pemasukan keluarga sambil menyiapkan tabungan pendidikan anak. Fokus saya: • Merancang alur kerja yang realistis untuk mendapatkan pendapatan harian hanya dari aktivitas chat (mis. customer support freelance, live-chat e-commerce, affiliate via WhatsApp/Telegram, atau layanan konsultasi berbayar). • Mengonversi pendapatan tersebut ke skema tabungan pendidikan yang terstruktur: target nominal, jadwal setor, serta proyeksi bunga/imbal hasil. • Menyusun panduan praktis berupa: – Daftar platform tempat saya bisa langsung mendaftar atau menawarkan jasa chat support. – Template skrip chat, etika pelayanan, dan teknik upselling agar rasio konversi tinggi. – Spr...
I'm looking for a tax professional to assist with my personal tax in Japan. Key tasks: - Prepare tax return - Tax planning and advice I need help gathering financial documents and advice on necessary requirements. Ideal skills and experience: - Expertise in Japanese tax laws - Experience with personal tax for expatriates - Strong organizational skills for document management - Fluency in Japanese and English
I'm seeking a detailed QS to do a cost breakdown for the villa project that has just started This breakdown will help in budgeting and financial planning. Key Requirements: - Itemized costs for labor, materials, and equipment - Cost estimates for each stage of construction - Insights on potential cost overruns or savings Ideal Skills and Experience: - Background in construction management - Experience with residential villa projects - Strong analytical skills and attention to detail - Proficiency in cost estimation software or tools
Saya ingin memanfaatkan keterampilan sederhana—membalas chat—untuk menambah pemasukan keluarga sambil menyiapkan tabungan pendidikan anak. Fokus saya: • Merancang alur kerja yang realistis untuk mendapatkan pendapatan harian hanya dari aktivitas chat (mis. customer support freelance, live-chat e-commerce, affiliate via WhatsApp/Telegram, atau layanan konsultasi berbayar). • Mengonversi pendapatan tersebut ke skema tabungan pendidikan yang terstruktur: target nominal, jadwal setor, serta proyeksi bunga/imbal hasil. • Menyusun panduan praktis berupa: – Daftar platform tempat saya bisa langsung mendaftar atau menawarkan jasa chat support. – Template skrip chat, etika pelayanan, dan teknik upselling agar rasio konversi tinggi. – Spr...
We are looking for a qualified and detail-oriented Accountant / Financial Analyst to review and study our bank statements and provide clear financial data, insights, and actionable advice. The role involves analyzing transactions, identifying patterns, highlighting inefficiencies, and presenting the data in a structured and easy-to-understand format. Key Responsibilities Review and analyze bank statements (multiple accounts) Categorize income and expenses accurately Identify trends, irregularities, and cost-saving opportunities Prepare summary reports (Excel / Google Sheets preferred) Provide financial advice based on analysis Assist with cash flow understanding and planning
Get your product into the hands of test users and you'll walk away with valuable insights that could make the difference between success and failure.
Learn how to hire and collaborate with a freelance Typeform Specialist to create impactful forms for your business.