Financial Expert Needed for Business and Personal Finance Management in California – Upwork

I am seeking a skilled financial expert to advise me as I organize the financial aspects of three businesses I have recently started, as well as my personal finances. I need guidance on tax requirements, profit allocation, and strategies to achieve my financial goals while ensuring my businesses have the necessary funding for growth. These businesses were just registered within the last month, and I want to ensure I am setting myself up appropriately in terms of financial management before I publish websites and services.

Here are the general details of my businesses:
1. Self-Employed Professional: I work as a health professional on an hourly rate basis.
2. Multi-vendor marketplace (Owner/CEO): Owner of a digital marketplace for buying/selling professional materials/services.
3. LLC Owner: Owner of my own company that publishes books and develops products/materials.

Here are general goals for personal finances:
1. Repaying student debt
2. Saving for a home downpayment
3. Establishing savings accounts for health/retirement
4. General investment of savings

Responsibilities:
* Help organize finances for each business separately and collectively.
* Develop a clear strategy for splitting profits between the businesses.
* Offer tax planning and filing services for both business and personal finances.
* Assist in setting and achieving personal financial goals while ensuring business growth.
* Create a financial plan that includes saving, investing, and debt management strategies.
* Ensure compliance with all relevant financial regulations and best practices.

Requirements:
* Proven experience in managing finances for multiple businesses.
* Expertise in tax planning and filing for both businesses and individuals.
* Strong knowledge of LLC formation and benefits.
* Ability to develop comprehensive financial strategies and plans.
* Excellent communication and organizational skills.
* Experience working with small businesses and entrepreneurs is a plus.
* Familiarity with the healthcare, digital marketplace, and publishing industries is an advantage.

Hourly Range: $15.00-$125.00

Posted On: July 28, 2024 23:09 UTC
Category: Financial Management/CFO
Skills:Accounting, Financial Analysis, Business Plan, Financial Accounting, Financial Modeling, Financial Planning

Skills: Accounting, Financial Analysis, Business Plan, Financial Accounting, Financial Modeling, Financial Planning
Country: United States

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