Financial Planners & Advisors

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Charles Perry

Charles Perry

Attorney at Law

United States - Last active: 3 days ago - Tests: 2 - Portfolio: 3

My goals are to continue assisting individuals and businesses with fewer than fifty employees address their legal problems, and to continue helping them prevent other legal problems from occurring. I am a lawyer, licensed in California since 1986. During this time, I have represented companies in all phases of their existence. Much of my practice is devoted to helping companies address the range of legal issues and problems that can occur (labor problems, contract disputes, tax and environmental issues, business torts, IP disputes, and the like) through negotiation, arbitration, and litigation. I have also helped businesses draft their initial agreements and organization papers, prepared and reviewed agreements needed for the conduct of their business, and represented them during the sale or winding up of their business. I also work with individuals who wish to represent themselves in resolving a variety of disputes. I help them draft court papers, I coach them on arguments to make to the judge, and I ghost-write letters and settlement documents. This part of my practice is now expanding into assisting other lawyers who have a temporary surplus of work and need experienced assistance. I also have a small trusts, estates, and tax planning practice. I run a "virtual office," meaning nearly all communication will be electronic. For my clients' convenience, I have a San Francisco telephone and fax number. This structure allows me to pass substantial reductions in attorney's fees to my clients, while still providing the quality representation of an experienced and licensed lawyer in California and federal law.

$133.33 /hr
272 hours
4.97
Zachary L.

Zachary L.

Business Development Consultant

United States - Last active: 9 days ago - Tests: 6 - Portfolio: 3

I have worked as a business development consultant for organizations in both the private and public sector, providing everything from basic structural business mechanisms to entrepreneurial strategy advice. I have significant experience in research and reporting data, which serve as the foundation for good business and marketing decision-making. I hope to continue to use my skills for the benefit of clients who seek deliverables that are backed by accurate information. Past projects have included business plans, industry analyses, branding strategies, and market research quality assurance reports.

$55.56 /hr
281 hours
4.94
Frances Foytek

Frances Foytek

Accountant/Bookkeeper

United States - Last active: 1 day ago - Tests: 6 - Portfolio: 1

I am an experienced U.S. degreed accounting professional and CPA candidate with over ten years in corporate and small business accounting and management. I offer intelligent business support, excellent problem solving, and leadership skills. I have successful oDesk virtual accounting, bookkeeping, and business support experience. I have QuickBooks, QuickBooks Online, Peachtree, and Mas 90 accounting software experience. QuickBooks Online conversion experience, Microsoft Office with Excel reporting and analysis. Best results are obtained by applying best practices, current Generally Accepted Accounting Principles (GAAP), International Financial Reporting Standards (IFRS), and U.S. tax knowledge. You can Lower your ongoing accounting costs by converting your company's financial information to QuickBooks Online. My tax tip for 2nd Qtr. 2015: Home Office deduction can apply if you use a part of your home regularly and exclusively for business: The Simplified Option: You can deduct $5 per square foot for a maximum of 300-square-feet for your home office. This equates to a $1,500 deduction. •The Regular Method: You can write-off a portion of your insurance and utility bills, as well as a percentage of your home depreciation or rent.

$30.00 /hr
4,555 hours
4.84
Thomas Hughes

Thomas Hughes

Writer

United States - Last active: 4 days ago - Tests: 10 - Portfolio: 6

I am an experienced market watcher, armchair economist, trader, writer and blogger. I have been working in the field of online content generation and management for over five years and am extensively published. My focus is broad, I write, manage and edit content for several websites and am always looking for the next project. I provide the highest quality work, with the quickest turnaround possible and strive to leave every completely satisfied.

$35.00 /hr
1,168 hours
5.00
marcelo marques pereira

marcelo marques pereira

Senior MQ4 /MT4/ Metatrader Coder

Ireland - Last active: 11 days ago - Tests: 3

Hello, this is Marcelo. I am a 37 year old professional MQL4 programmer. I've been coding all kinds of MT4 EA's and Indicators for the last 10 years to many people around the world. In addition, I've been trading LIVE accounts for seven years. I finished my University in Computer Science 9 years ago and I am doing my MBA in Project Management Do not close the project before talking to me, I am sure th at I can help you with professional quality and price. Best Regards, Marcelo Dublin, GMT+0 //---------------- My Qualification : //---------------- I have over +370 reviews mark 10.0 just developing MT4 programs. ** Please do not hesitate to contact me and ask for these reviews aforementioned In addition to this, you will be able to see projects from U$30/500 to U$5000 that were concluded with 100% satisfaction

$33.33 /hr
16 hours
4.97
John P.

John P.

Business Finance Consultant

United States - Last active: 1 day ago - Tests: 8 - Portfolio: 1

My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!

$96.67 /hr
3,186 hours
4.94
Jose Bello

Jose Bello

Business Plans + Decks + Research + Consulting

United States - Last active: 5 days ago - Tests: 1 - Portfolio: 11

I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full pitch decks or online presentations. Among my past clients I have financial institutions, food distribution companies, entertainment start-ups, media websites and green energy companies, plus many nonprofit organizations. My best clients are the ones with new and disruptive ideas. In my process I ask many questions, do a lot of research, propose new ideas, explore diverse channel of distribution, provide a lot of graphics, create models using a canvas business model system, run numbers and create financial projections. At the end, I do everything I can to create useful and powerful documents for my clients. "OFF-LINE" I have my own business consulting firm working from New York City, (EST) but available around the clock. I have an MPA from Cornell University (USA) and I speak English and Spanish. ----- MY PHILOSOPHY on writing business plan is simple: every business plan is unique and every client deserves a professional and timely service. I do not over promise, I do what I said I will do. Simple. Some business and marketing plans are designed to get a loan from a bank, others to get potential investors excited about a project. Most of the time is a tool to raise money, but all the time should be an instrument to guide your future. In my work I get inspiration from big angel and venture capitalist firms, such as the giant investor Sequoia Capital; that has invested in companies like Apple, Google, YouTube, PayPal, Instagram, Yahoo!, Atari, Kayak, Zappos, and LinkedIn. I always suggest my potential clients to read what they are asking from people that want to get funds from them: www.sequoiacap.com/ideas They are not asking for a 100-page business plan. They believe that the best founders are clear thinkers. ----- MY PROCESS is also simple. I start with your ideas and your initial data and work until you are completely satisfied. I want to invite you to see my process of writing business plans here: http://goo.gl/ugB0l1 Before you hire me I give you a very clear plan of what I will do for you, step by step, with a feasible timetable. Again, I do not over-promise, I do what I said I will do. By hours, this is a breakdown of my typical development process: 1) Business Consulting (2-6 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 3 to 5 years of Sales, Profit & Loss, Cash Flow and Balance Sheet forecasts. 4) Writing (8 to 16 hours) - following the format of California VC firm Sequoia Capital and adding charts, maps, graphics, etc., to clarify your business pitch. My tools are 1)Internet for research, 2) Skype for communication, 3) ASANA to organize my work, 4) Excel to plot all financial projections, 5) PowerPoint to design pitch decks, and 6) a few RedBulls to work overnight and on time. Everything will start with a Skype chat and we go from there. ----- TERMS I work around your budget. I know that startups are not cash cows. Because every plan is unique, I like to discuss final payment terms during the interview process. My original bid is a guide for the client, and is based, usually, on a week of work (about 40 hours). Depending on the nature, format and stage of your business project, my work could take about a week and in some cases several weeks. My hourly rate is $80, and usually will take me 20 to 40 hours of work to develop a comprehensive plan. If you hire me as a fixed rate contract, I operate on a 3-payment basis. The first 20% is due at project start, a second payment of 40% at an agreed upon middle milestone, and the final 40% upon completion of the project. ------- SAMPLES Looking for samples of my work? Here is a list of some of my past projects: IT service start-up in Germany, data center in Uganda, online food service platform in Brazil, crowdfunding site in California, niche social network in the UK, nonprofit in Mozambique, real estate fund in Taiwan, TV production company in Los Angeles, agro-business in Nigeria, entertainment company in Holland, publishing service in Spain, beverage company in the UK, entrepreneurial education center in Dubai, pharmaceutical start up in Lebanon, electric company in Saudi Arabia, and several iOS native app start-up in Australia, Ukraine, Puerto Rico and USA. Sample Business plan - http://goo.gl/4AUmUy Sample Pitch Deck - http://goo.gl/YcIMWa If you request a connection via Linkedin you can see past clients’ recommendations here: www.linkedin.com/in/josebello ----- FINAL NOTE: If you do not hire me, let me wish you good luck in your future business. Keep it up and dream big. Jose

$80.00 /hr
535 hours
4.87
Richard Batchelor

Richard Batchelor

Change Management Professional (HR, OD, BPR, IT)

Canada - Last active: 1 month ago - Tests: 2

Richard is a well respected and very experienced Change Management Professional, specializing in supporting businesses through changes and effectively managing the impact of the change upon the people within the business. He has been delivering successful projects in organisational change, development and effectiveness for almost 20 years and is noted for developing targeting, insightful and influential multi level communications to facilitate successful change. His work with strategic human resources develops positive transformational impacts across a breadth of HR deliverables, including recruitment, succession planning, learning and organizational development and competency based framework integration for performance, development and talent acquisition approaches. He is a certified lean six sigma green belt, certified in design for six sigma and operational excellence and has delivered on many business improvement and re-engineering projects. Being a certified project, program and portfolio manager also. Richard understands the need to get the best from technology in the workplace and appreciates the need to get the right physical environment to help a smooth business transition. Richard is the President of the Toronto Chapter of the Association of Change Management Professionals and keen to develop the future integration of the practice of change management through his writings, speaking and other public engagements.

$150.00 /hr
660 hours
4.80
Grant Smith

Grant Smith

Excel, Access VBA and Macro Developer

United States - Last active: 2 months ago - Tests: 12 - Portfolio: 15

Experienced professional with multiple skills looking for extra work. Very diligent, attentive to details, hard working and honest. Guru in MS Office Applications (company SME (Subject Matter Expert)) VBAs and Macros Knowledgeable in computer software and hardware problems Many years of customer service including managing a large team of customer service agents Excellent written and speaking communication skills I sell time by adding automation to any office product! Based on East Coast of United States

$60.00 /hr
1,498 hours
4.98
Chirag Shah

Chirag Shah

Business Coach and Strategic Consultant

India - Last active: 2 days ago - Tests: 8

I am Chartered Accountant with 13+ years of Entrepreneurial experience. I have ventured into various projects and have been integral part of many start-ups. Couple of ventures which I was associated with got acquired at a valuation. I am currently business coaching 1) Woman Entrepreneur in Switzerland 2) Lean Mobile apps and online start-up in USA 3) Digital Marketing Start-up in USA 4) Top 20 IT product and services Company in Middle East I have Business Coached: 1) Online MLM Company in Netherlands 2) Job services Company in USA 3) Health and Fitness Company in Australia 4) Mobile App start-up Company in Australia 5) eCommerce Consultant to Company in UK 6) Investment Banking Boutique in UK 7) HR policies and procedure consultancy to a Company in Africa 8) IT and eCommerce Companies in India I am on the advisory board of technical institute and was judge for Student in free enterprise (SIFE) global entrepreneurial competition. My Skills are: 1) Business planning and strategy 2) Turning around businesses and business coaching 3) Financial planing and projections 4) Making business plans and Information Memorandum 5) Business development and marketing strategies 6) HR policies and Employee Management programs My brief profile: • Ventured in to then premature domain of E-learning in 1999 and was first to introduce online (Web-based) learning platform for CA Exam Prep in India. • Integral part of start-up team to introduce first online learning platform for US CPA Exam prep in 2002. • Defined and Structured E-learning platforms along with learning contents for US Based Companies like CPApass.Com, Smartpros & USCPASuccess. • Instrumental in Incorporating Broadllyne Technologies Pvt. Ltd. (BTPL) in 2005 an IT Services Company specialized in Education and IT services domain. BTPL developed and implemented first of its kind Education ERPs for School, Colleges and provided application development services to various Organizations. • Conceptualized and developed a unique online digital language learning platform – eduologue for anytime-anywhere language learning. • Conceptualized and architected online CA Audit management System to automate Audit processes, first of its kind in India. • Designed eLearning custom contents for the courses related to finance for CA Courses, USCPA courses, IFRS, Policy and Procedures for ADIB, Derivatives course for leading Financial services Company etc. • Designed eLearning courses for Technical and Behavioral training for Geometric Limited, UASC, Etihad Airways, Marico etc. • Consulted and developed applications based on process systems for Government Organizations like Central Institute of Fisheries education (CIFE), CIRCOAT, Western Railways etc. • Conceptualized and Developed Human Resource Management System (HRMS). • Consulted Number one CA Coaching Classes in India for Franchise development, Train the Tutors program etc. • On the Advisory Board of M.M.College of Technology, Raipur - India. • Lead Special Audit Team at Tata AIG and Themis Pharmaceuticals in 1999-2000. • Special Judge at Students In Free Enterprise (SIFE) a global entrepreneur competition. • Consulted various IIT-Powai incubated start-ups like Webaroo and Computer Masti on Business strategies and development. • Project Consultant to Chanakya Insitute of Management, All India Local self Government outfit for ICT in Government Schools project. • Conceptualized and developed first of its kind community and training portal for Food industry, Food industry professionals Academy (FIPA). Integral part of content development team for developing training modules based on new FSSA Act. • Mentored various Companies in defining business plans and financial projections. Also assisted them in raising PE and Angel funds. I can be your friend, philosopher and guide for your business or projects and be rest assured its done.

$42.00 /hr
583 hours
4.97