Search Results for: Financial Plan

We want the attached menu of services to match the branding and feel of our website and brochure. Here is a link to my website and my teams website. https://www.ameripriseadvisors.com/eric.m.ellis/ https://www.ameripriseadvisors.com/team/pilothouse-wealth-planning/ I attached our team brochure and the draft of the menu of services that we have. We would want a document back that we can edit wordin...

Job Type: Hourly

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As our Finance Manager, you’ll work directly with the CEO and cross-functional team leads to manage our financial infrastructure and help guide key decisions across the business. This is a hybrid role that combines execution (overseeing bookkeeping, AR/AP) with forward-looking planning (budgeting, forecasting, modeling). You’ll help keep our financial house in order while supporting capital planni...

Job Type: Hourly: $20.00 - $30.00

Forecasting Financial Analysis Microsoft Excel Financial Planning Business Analysis Financial Modeling Financial Projection

We're NW Advisory, a financial planning practice rooted in behavioral wealth management, helping individuals and families build lasting, multi-generational wealth through ownership, disciplined planning, and timeless financial principles. We are seeking a motivated and experienced freelancer to help us generate qualified leads and convert them into ideal clients who align with our values: patience...

Job Type: Hourly

Appointment Setting Microsoft Excel Market Research

We are an innovative tech start-up based in the USA, entering an exciting phase of growth as we secure a good amount of funding. We need a financial operations manager to guide us with the most efficient usage of this fund. We already have some tech-heavy projects in the US market, and we have many more in the incubation stages. Key Responsibilities: - Develop a financial plan and budget allocatio...

Job Type: Hourly

Budget Management Project Management Forecasting Financial Planning Financial Projection

Seeking Demand Generation Expert for Financial Planning Firm About Us Ironclad Wealth Management is a boutique financial planning firm specializing in comprehensive tax, protection, and investment planning for small business owners with 1-25 employees. We aim to use an educational approach to turn complex financial topics into actionable insights through our blog, videos, and client communications...

Job Type: Hourly: $50.00 - $150.00

Social Media Marketing Marketing Strategy Lead Generation Google Ads Facebook Advertising Digital Advertising

We seek an experienced business plan writer to create a bank/SBA-ready business plan for a Med Spa startup based in California. The plan should align with industry standards and include: - Executive Summary - Market & Competitive Analysis (Med Spa industry trends, local demand, competitor research) - Services & Pricing Strategy (e.g., injectables, laser treatments, skincare) - Marketing &a...

Job Type: Fixed price

Market Research Financial Analysis Financial Modeling Industry Knowledge Financial Projection Financial Planning Pitchbook Business Cases Business Plan Business Writing

Job Description Summary We are seeking a Business Plan Consultant to assist in creating a comprehensive business plan for a new bridal boutique in Napa, California. The plan will be used to apply for a business loan. General Information The bridal boutique is in the initial stages of development, and the exact location is still being finalized. Tasks and Deliverables - Develop a professional busin...

Job Type: Hourly: $40.00 - $65.00

Tailored Marketing Plan Market Research Executive Summary Business Plan Financial Planning

I have an agency, but need help understanding what my next steps are in scaling and fulfillment, what are the best ways to keep retention high? I also need some personal financial help, where should I be allocating my profits, and whether I should be paying off my debts or investing. Is this something you could help with? Thank you

Job Type: Hourly: $40.00 - $75.00

Business Plan Accounting Startup Consulting Financial Planning Financial Analysis CPA

Job Overview: We help entrepreneurs and high-profile clients clean up their credit, become bankable, and access capital for growth. Our firm serves: • Small business owners transitioning from MCAs to traditional lending • Professional and college athletes (NIL and post-league) with credit + funding needs • Real estate investors and non-traditional entrepreneurs seeking capital for projects • Talen...

Job Type: Hourly

Business Plan Business Analysis Loan Processing Financial Analysis Financial Modeling Financial Projection Finance & Accounting Financial Planning

We are a financial planning firm seeking a part-time Financial Data & Reporting Coordinator to support our back-office operations for ultra-high-net-worth clients. This role is not client-facing, but it’s essential to our ability to deliver exceptional service. You'll be the go-to resource for tracking client financial activity, organizing documents, and generating accurate reports for interna...

Job Type: Hourly: $30.00 - $60.00

Transaction Data Entry Data Entry Financial Analysis Accounting Software Bank Reconciliation Balance Sheet Cash Flow Statement Budget Management Bookkeeping