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Fixed Price: Less than $500   |  Posted: 47 minutes ago  |  Ends: 14d, 23h  |   0 Proposals
I would like a full and detailed financial breakdown of my personal finances, and a plan going forward to manage expenditure and get out of debt. I need a plan that will give me a weekly budget for living expenses that I can stick to. Consider it a financial spring clean! Analyse bank accounts, credit cards etc Income/Expenditure Analysis Budgeting Advice & plan for future expenditure/budgeting
Category: Financial Planning       

b****ead
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| b****ead
|    United Kingdom
Fixed Price: $500 - $1,000   |  Posted: Apr 21, 2014  |  Ends: 13d, 14h  |   5 Proposals
We are a financial advice business looking to build an electronic client engagement tool. When we are initially introduced to a client, we would like to ask them a series of questions to gather a certain amount of information about them. We use this information to start building the client file and also determine if this prospective client is a good fit for the business. In the past we have used paper based fact find documents which we send to the client and hope they return it to us completed. By swtiching this process to electronic means, we hope to make it a little easier for a prospective client to complete the task. Once the prospective client completes the on line 'client triage' process, we are emailed the results. We have put together a decision making tree to guide the developer through what we are trying to achieve.
Category: Financial Planning       

i****dos
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| i****dos
|    Australia
Fixed Price: $500 - $1,000   |  Posted: Apr 21, 2014  |  Closed  |   5 Proposals
RIP BULL NETWORKS The purpose ? Offer Medium to Enterprise level organizations Unified Mobility Communication services in a variety of fully comprehensive or a la cart options. Some of which will include: ? Hosted Cloud PBX (Seat Model) ? Mobile Cloud PBX ? Infrastructure as a Service with Application Integration ? Mobility Plans to Supplement current PBX ? Replaced / Antiquated PBX Recycle Service ? Green Initiative ? Microsoft 365 Licensed under Rip Bull 365 ? Conference Bridges ? SIP Trunks ? Professional Services ? Video Training Library ? 24/7 Support, Maintenance, Training and Software Upgrades
Category: Financial Planning       

j****ier
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| j****ier
|    United States
Fixed Price: Less than $500   |  Posted: Apr 19, 2014  |  Closed  |   5 Proposals
BRIEF: Over a 5year period, calculate the ROI with a clear overview of (1) How much money would have been invested by the different groups (2) Total amount of money available, as loan to company X i.e. sum-total (1) (3) Fees payable to the broker, broken down into fees payable per group * Group A will invest 100K/month over the next 3 years. (2 individuals) * Group B will invest 25K/month over the next 3 years. (48 individuals) * Group C will invest 5M/month onwards from month 7. (50 individuals) * Group D will invest 10% of the total "GROUP A+B+C" over the next 5years. Please make the following assumptions * The money from all Groups "A+B+C+D", will be pooled and given out as loans * The loan term is 12 months - repayment as interest and capital over 12 months. * Interest payable on the loan is 15%pa. * All monies repaid will be carried forward as investible funds in the next period. * There is a year-on-year growth for Group C as listed below * Year...
Category: Financial Planning       

G****she
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| G****she
|    United Kingdom
Fixed Price: Not Sure   |  Posted: Apr 19, 2014  |  Closed  |   10 Proposals
I have an excel sheet that I use year after year and I need to improve it to track expenses by customer and season. Basically its a file where all the expenses are allocated to each customer thru the linking of 2 worksheet and then the summarize after receiving payments are shown in the bottom. I need the file to have fool proof conditioning, adding more columns so I have 4 columns per month etc etc ; I believe the file could be improve a lot by someone with a good knowledge of excel to provide me with financial data also which at this point I am not sure what could it be Let me know ! Jaime
Category: Financial Planning       
Skills: Microsoft Excel, vba development       

j****dag
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| j****dag
|    Thailand
Fixed Price: Less than $500   |  Posted: Apr 18, 2014  |  Closed  |   6 Proposals
To calculate (1) how much will accrue and (2) growth forecast, if different groups are investing different amounts over a set period of time
Category: Financial Planning       

G****she
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| G****she
|    United Kingdom
Fixed Price: $20 - $25   |  Posted: Apr 18, 2014  |  Ends: 10d, 1h  |   7 Proposals
Will provide reference sheet and working sheet...(attached) Need 3 years.. cash flow/ROI/break even analysis in attached format.. in excel sheet.Plus 3 graphs from the data..(BEP, PL, ROI, EBITDA ) Must be linked formulas, so that this acts as a template for any changes
Category: Financial Planning       

E****nce
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| E****nce
|    Singapore
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