Taxation accountant australiacông việc

Công ty mình WHy NOt Build tại Melbourne Australia đang làm về lĩnh vực đầu tư, xây dựng và sửa nhà cần tuyển người có những kĩ năng sau: Biết Tiếng Anh - chỉ cần giỏi về phần đọc hiểu Excel VBA Excel Macros Thân Mến,

Tư vấn SEO tổng thể cho dự án Private Social Network của Australia. Hợp tác dưới hình thức CTV & ký bảo mật thông tin NDA

Tuyển dụng Marketing!!!! Hỗ trợ marketing page, quản lý page, đưa page ra ngoài các nước như Mỹ, Australia,... Tìm kiếm khách hàng từ khác khu vực đó. Yêu cầu biết chút ít cơ bản về tiếng anh và đã hoặc vừa tốt nghiệp ngành Marketing.

GIỚI THIỆU VỀ CÔNG TY Chúng tôi là công ty mới thành lập (Startup) về lĩnh vực Digital Design có trụ sở tại Australia. Chúng tôi đang cần tuyển 01 Graphic Designer tại Việt Nam với các yêu cầu sau: THÔNG TIN TUYỂN DỤNG Nơi làm việc: Freelance Số giờ làm việc: 40 giờ/ tuần Lương: 14,000,000 VND/ tháng ( thương lượng) Thời gian thử việc: 01 tháng (100% lương) MÔ TẢ CÔNG VIỆC Xây dựng ý tưởng và thiết kế các sản phẩm kinh doanh (digital & printed) Chỉnh sửa sản phẩm theo yêu cầu của khách hàng YÊU CẦU CÔNG VIỆC Sử dụng thành thạo các phần mềm: Photoshop, Illustrator, Lightroom, Indesign&hel...

Công ty mình đang cần tuyển 2 bạn Senior iOS Developer làm việc onsite tại Úc trong 1 tháng. Có cơ hội extend thêm thời gian Chi phí máy bay, ăn ở sẽ được công ty cover hết Lưu ý: chỉ phỏng vấn các bạn ở TP. HCM thôi nhé

Chào các bạn, hiện tại công ty chúng tôi mong muốn phát triển hệ thống SEO cho website về bao bì, sử dụng tiếng anh cho thị trường Australia, Pháp và Anh. Chúng tôi muốn tìm 1 nhóm Freelancer thực hiện và sẽ trả hoa hồng theo hiệu quả công việc. - Keyword chính: paper packaging và shopping bags. Vì vậy nếu bạn thấy mình có thể nhận được job này vui lòng liên hệ với mình qua (Removed by Freelancer.com Admin)

...từ 6:00 đến 21:45 từ thứ hai đến chủ nhật (không bao gồm ngày lễ, tết) - ECO: 250.000 đ/lần từ 8:00 đến 11:30 am hoặc từ 13:00 đến 16:45 trong tuần từ thứ hai đến thứ sáu (không bao gồm lễ tết) Ngoài ra Chuỗi Tắm Light cũng tuyển Nhân viên nữ làm việc theo ca từ 6:00 đến 14:00 giờ và từ 14:00 giờ đến 22:00 giờ, có mặt trước 30 phút trước giờ làm, Lương 4 đến 5 triệu đồng tháng, được BS Australia đào tạo để trở thành chuyên viên tư vấn về da - Skin Consulation và có thể trở thành chủ của Shop Tắm Light trong chuỗi Dr.Q-Muller FBT Shop do Công ty chúng tối độc quyền phân phối máy của Germay do Ultrasun International c&oacu...

Công ty chúng tôi mới thành lập tháng 5/2015, làm việc trong lĩnh vực công nghệ cho ngành dịch vụ Y tế. Trước công ty có làm việc từ xa với các bạn freelancers, hàng tháng các bạn nhận hóa đơn VAT về để làm báo cáo thuế và sổ sách Kế toán, sau vì công ty trả phí để dùng hệ thống Misa thì 1 bạn chưa biết dùng Misa, còn bạn hiện nay thì không nhận làm BHXH nên công ty đang có nhu cầu tìm kiếm các bạn có thể làm được cả 3 việc: Kế toán thuế, sổ sách kế toán quản lý nội bộ trên Misa và BHXH. ...

I'm in need of an experienced app developer to make updates and improvements in an already built app, and who can seamlessly integrate with the system and other RTOs used in Australia Requirements: - Expertise in iOS app development - Proficiency in API usage and system integration - Familiarity with Axcelarate is preferable but not required Key Functions: - This application needs to be able to pull and display data from Axcelarate via API. As an app developer applying for this project, you should have a strong grasp of API integration and a proven track record with iOS application development.

I am considering the development of a boutique hotel in Lombok, Indonesia, targetting particularly the surfers from Australia, Bali, New Zealand, Europe. The hotel would be the only hotel close to Desert Point, one of the most well known surfing spot globally. Scope includes contacting Surrfing Clubs in europe and asia and ask them a dozen of questions to gauge the level of interest for booking rooms in the hotel as well as their preferences for different hotel amenities and features.

I require an adept senior-level Chartered Accountant/Chief Financial Officer (CFO). My ideal candidate will maintain responsibility for: - Rigorous financial reporting - Diligent budgeting and forecasting - Effective cash flow management -Supervision of existing staff to facilitate GAAP processes and timely monthly close processes A deep and demonstrated understanding of auto parts industries is non-negotiable. With your experience, you will add significant value to my company's financial standing and strategic growth. Proven track record in similar roles is highly valuable. You will be working remotely, using the data we provide and other data that you gather to advise our leadership team on all financial matters and the financial health of the company

I am looking to hire a skilled house painter who is experienced in painting both single and double storey new volume build homes. The successful candidate would be engaged on a casual basis commencing as soon as possible, with the possibility of future work for a reliable candidate. Offering great employment conditions including flexible hours and subcontractor pay rates, the successful applicant will be working alongside one to two other experienced painters at a time, including the owner of the business. The ideal candidate will have more than five years of experience in new-build house painting, a meticulous eye for detail and their own transport. Please provide references for similar past work in your proposal.

...of moving to Spain and intend to create a detailed tax scenario for a retiree before making the final move. The plan is to move to Malaga. Here's what I need: - Thorough simulation of tax implications for a retiree in Spain. including wealth tax - The taxation system's specifics should accommodate an expat receiving pension from their home country. - I'm interested in potentially optimizing my finances to reduce tax liabilities. The perfect freelancer for this project would ideally: - Have a strong background in international taxation, particularly Spain's laws and regulations. - Have previous experience in similar tax simulations or fiscal planning for retired expats. - Be knowledgeable about the nuances of tax liabilities involving foreign pensio...

...efficiently enhance productivity and streamline business processes. Crucial components to be developed include: - Customer Relationship Management (CRM) with key features such as contact management, sales forecasting, and lead management. - Enterprise Resource Planning (ERP) with essential functions such as inventory management, order management, and supply chain management. - Financial and taxation modules. - Human resources and marketing modules. - Service and productivity modules. An ideal person for this job should have: - Proven experience in creating and managing business portals with similar components. - Proficiency in various programming languages for website and apps development. The goal is to create a unified system that will drive productivity, improve custom...

I need someone to extract the data from a PDF file and build it into a Word document. The purpose of this is to make the content editable. - The PDF is simple, with only text and no complicated layouts, images or tables. - I would like the extracted text in the Word document to have a specific formatting style applied where headings are large, words are small. Ideal candidates should have ...are small. Ideal candidates should have experience with PDF to Word conversion, and possess skills in editing and formatting. Being detail-oriented is a major plus. Please note that the extracted content must be accurate and the final Word document should maintain a professional finish. Do NOT deliver this as a simple export because I could easily do that. Run grammar checking for English (Aust...

I'm in need of a professional book designer to assist me in creating an engaging and vibrant design for a book I'm preparing for Amazon KDP publishing. The book is focused on raising awareness about migrant women in business in Australia, and as such, I'm looking for a design that is visually striking and vibrant. Key requirements: - Design both the interior formatting and cover of the book. The book contains 137 pages and incorporates approximately 20 full-page images of migrant women in business. - Ensure that the pictures are integrated seamlessly within the book's content, enhancing the narrative and engaging the reader. - The design should be colorful and vibrant in nature to capture the reader's attention and support the book's key goal of raisi...

...professional textbooks across various subjects including finance, taxation, and costing. Key Qualifications and Experience: - Experience in editing textbooks is a must. - A Creative approach to editing is highly valued. The project is on a tight schedule, and ideally, I'd like the editing work to be completed in less than a month. The level of editing required is Substantive or structural editing, along with Rewriting to enhance clarity and style. Your task will be to: - Edit and enhance the text of professional textbooks. - Ensure the content is engaging and clear for the reader. - Implement changes that will help to improve the overall quality of the textbooks. To be successful in this role, you must be familiar with finance and taxation subjects. Your editin...

My business is a wedding photography/event photography business in Sydney, Australia. I'm in search of a seasoned SEO expert specialised in the wedding/event photography space with a knack for improving search engine rankings, significantly increasing website traffic, and amplifying online visibility. Specifically tailored to target local customers in Sydney Australia only, the primary objectives of this role entail: - Conducting a comprehensive website SEO analysis - Optimizing website content and structure to appeal to our local customer base - Ensuring consistent online visibility across various search engines - Successfully generate organic leads There's no set deadline for this project. The perfect individual for this role would possess: - Proven experience ...

I'm seeking a talented designer to create a visually appealing logo for my company, "Helping Hand Australia." The logo should be crafted in a blue and light blue color scheme, capturing a friendly and happy emotion. Key requirements include: - A design that embodies the brand ethos of being a 'helping hand'. - A predominantly blue and light blue color palette. - A friendly and happy feel in the design. Ideal skills for this project: - Experience in logo design, especially for companies with similar ethos. - Strong understanding of color psychology and its impact on branding. - Ability to create designs that evoke specific emotions. Please include a portfolio of your previous work in your bid, especially any logos you've created that align with the ...

I'm ...video clips should reflect the same minimalist aesthetic and soft, pastel color theme, incorporating the logo into a brief, engaging animation with a catchy tune. Outro should include social media links and invite the users to like, subscribe and even message us. The name will be 'A Life Less Ordinary' with a tag line of ' Living life - differently' about a family taking a year to travel around Australia in a caravan. Ideal skills and experience for this job: - Expertise in logo design, particularly in minimalist style - Proficiency in video editing and animation - Ability to create cohesive branding across logo and video content - Experience working with soft and pastel color schemes - Strong portfolio showcasing similar projects I'll use t...

I'm in need of a UK accountant to create financial statements for my technology company. The financials will be based on the data I provide in an Excel file. Key Requirements: - Proficiency in UK GAAP - Experience in handling technology companies The financial statements should be at a summary level, reflecting our company's financial health and performance. Use of Excel templates is preferred. The ideal freelancer has a proven track record in producing financial statements compliant with UK GAAP and an understanding of the technology sector.

I'm a dual citizen in need of an accountant specializing in individual tax filing for both US and Canada. I am a dual citizen of Canada and the USA, having obtained my US citizenship in 2020. Due to a recent move to Arizona and plans to sponsor my wife for her green card, I have discovered the need to file my Canadian taxes with the USA. I require an experienced and licensed accountant who specializes in both US and Canadian tax laws, particularly for dual citizens, to get my taxes in order promptly. Responsibilities: File Canadian tax returns for the years since obtaining US citizenship in 2020. Ensure compliance with both Canadian and US tax laws and regulations. Provide accurate and timely filing of all necessary documents. Assist with any additional tax-related qu...

I'm in need of a professional QuickBooks Accountant, preferably with a solid background in the services industry. Your main responsibility will be to manage my business's bookkeeping. This isn't a typical bookkeeping role; you must understand the specifics of service-based accounting. Your ability to navigate QuickBooks with ease and deliver accurate results is crucial to this role. Any competent and experienced accountant should apply, but I'll be particularly keen on those with a proven background managing books for service-based businesses.

As a growing company, we've fully set up our QuickBooks Online but it's in need of a thorough review and ongoing management. We're looking for a QuickBooks expert who can help in the following areas on a monthly basis: - Setting up sales and expenses - Managing stock - Bu...management. We're looking for a QuickBooks expert who can help in the following areas on a monthly basis: - Setting up sales and expenses - Managing stock - Budgeting Your responsibilities will involve keeping the system up-to-date, ensuring financial data consistency, and providing insights to support our decision-making process. The ideal candidate for this role would be an experienced accountant with previous QuickBooks Online experience. Knowledge of other accounting tools and fin...

(admin please note I do not want this to be a recruiter project) Hello Freelancers! Please write the answer to this question at the top of bid "what is the capital of Australia?" Hello, I'm looking for people who can provide similarity detection services in relation to content (writing). I am ok to pay $1usd or less per one similarity detection service. If you have access to similarity detection services, please write in the bid which similar detection services you have access to. I'm mainly looking for access to services that start with the four letter Turn.... Please write "I have access to a similarity detection service starting with T" at the end of bid. I’m especially looking for persons who have a similarity detection service starting ...

Being an accountant, I am in immediate need of a basic yet highly professional website serving as my online presence. This website should concisely convey: - The specific services I offer Noteworthy for any freelancer interested in undertaking this project: - Exceptional command over website design fundamentals is integral - Previous expertise in creating websites for professional services, especially in accounting, would be ideal - Delivering the completed website at the earliest is paramount Bring your A-game and let's create an online footprint for my accounting services. I look forward to working with you.

...for my drill team. This jumper will serve as a casual wear for our team. We want this to be a Casual item which still reflects the company in a professional manner and makes our competitors staff want to wear our jumper. The Jumper will most likely be a black hoodie with your design being mostly white possible with some colour from our Brand Colour Palette Jumpers from The CFMEU in Victoria Australia are quite common examples of what we are after Words that could be used include Drill Crew Rockwell Rockwell Drilling Driller Geotech Exploration Our Logos Include Rockwell Safety is our Core Colours are Yellow Blue Green Key Requirements: - The jumper needs to have unique patterns or prints that stand out. - It should be designed to fit and appeal to adults in terms of style...

Hi, I hope all folks are doing well. I need someone to assist me in online task. A person needed from stripe supported country. Preferably from Canada, Australia. What you need to do? You need to help me get into Medium (Partner Program). In order to that, I need address information. And Id verification for Stripe. If you can assist me in this task. I can pay you by task or you can partner with me for my blog earning. Which means if I started earning from my blog, I will pay you $50 each month. makelivingonline1 at the rate of Thanks

I'm looking for a corporate professional logo for an IT recruitment company called Tech Talent Partners. Minimal, elegant and sleek in design style. Would like to incorporate some elements of technology and a globe focusing on Australia. Colours to be used: Green and White, Red and White or Blue and White. Simple, modern font.

Hi, Looking for an individual freelancer not companies We are small scale medical recruitment company based in Australia. Seeking for someone to do the below tasks for us on a monthly basis. It will be part time long term work 10-15 days a month approximately. Convert resumes to our Letterhead format (50 resumes a month approximately) Add candidates to Job Adder- we will give link & training (50 candidates a month approximately) Add updated details of candidates, medical centers, jobs & etc to system & our database Add new medical staff jobs to the system - From 25 websites approximately- twice a week Desirable Skills Attention to detail Very good knowledge in English Quick learning skills & hard work Past experience & good reviews will be an added advantage ...

As a growing company, we've fully set up our QuickBooks Online but it's in need of a thorough review and ongoing management. We're looking for a QuickBooks expert who can help in the following areas on a monthly basis: - Setting up sales and expenses - Managing stock - Bu...management. We're looking for a QuickBooks expert who can help in the following areas on a monthly basis: - Setting up sales and expenses - Managing stock - Budgeting Your responsibilities will involve keeping the system up-to-date, ensuring financial data consistency, and providing insights to support our decision-making process. The ideal candidate for this role would be an experienced accountant with previous QuickBooks Online experience. Knowledge of other accounting tools and fin...

I need an expert to establish my eBay marketplace for selling individual bottles of syrup for frozen drinks. The ideal freelancer should have experience in setting up and optimizing product listings on eBay, especially within the drink or food industry. Based in Brisbane Queensland Australia. Selling into states on Queensland, New South Wales, Victoria mainly. Key Responsibilities: - Create an inviting and accurate description of the product - Set up an efficient shipping and handling process - Handle customer inquiries and concerns. Experience: - Setting up eBay stores - Food and beverage industry knowledge preferred - Exceptional customer service skills. Have a sales/product history and profile from previous business Owner available.

Please note that this is not for a particular role, this for representation. We work with all Casting Directors in Australia on all productions. We are seeking talented individuals to play varying roles. We receive briefs for Film, TV, and Commercials. We left the project duration field blank, this means there are opportunities for both short-term and long-term collaboration. Most jobs are between 4-8 hours or can be multiple days on larger productions. As experience is needed for some productions, inexperience actors are also welcome as there are allot of roles you don't need experience for as long as you feel comfortable in front of the camera. Please contact me if you have any questions. Regards Brad Walks Talent Management

I'm seeking a talented SEO specialist to further enhance my website's online visibility and drive more traffic to it. The website is https://downunder.group. Key Requirements: - Targeting: The focus will be on attracting more potential clients in Australia. - Improvement: The current SEO efforts are underway, so the project involves building on existing strategies, as well as implementing new ones. The ideal candidate will have: - Proven experience in boosting website traffic, particularly within a specific region. - A strong understanding of SEO best practices. - Ability to work on the existing strategies and enhance them effectively.

I'm looking for a...e-commerce business. - Goal: The primary goal of this campaign is to increase sales. Your strategies should be geared towards this objective. - Target Audience: The target audience for this campaign is a national one. You should have an understanding of how to tailor ads to draw attention from across the country. Our customer base is largely Business to Business, and we are wanting to market Australia wide. - Google Shopping ads have traditionally worked well for us also. The ideal freelancer for this project should have demonstrable experience in managing Google Ads for e-commerce businesses, ideally in the industrial fittings industry, with a strong track record of increasing sales. Experience with creating and optimizing campaigns for a national audi...

I'm a dual citizen in need of an accountant specializing in individual tax filing for both US and Canada. I am a dual citizen of Canada and the USA, having obtained my US citizenship in 2020. Due to a recent move to Arizona and plans to sponsor my wife for her green card, I have discovered the need to file my Canadian taxes with the USA. I require an experienced and licensed accountant who specializes in both US and Canadian tax laws, particularly for dual citizens, to get my taxes in order promptly. Responsibilities: File Canadian tax returns for the years since obtaining US citizenship in 2020. Ensure compliance with both Canadian and US tax laws and regulations. Provide accurate and timely filing of all necessary documents. Assist with any additional tax-related qu...

I'm searching for a freelancer to help me buy educational toys and send them to my location in Australia. Here are the two toys I need: Key Requirements: - Prior experience in sourcing and purchasing educational toys is crucial. - Knowledge of the most reliable and cost-effective standard shipping methods to Australia. - Excellent attention to detail, ensuring the correct items are bought and sent. - Good organizational skills to manage the process efficiently and effectively. Please only apply if you can meet these requirements. Your assistance will be greatly appreciated.

I'm looking to create a comprehensive database of self-managed home care providers in Queensland and Australia to facilitate networking within the industry. Key requirements: - The database should include the provider's: - Name - Address - Email - Prime contact Ideal skills for this project: - Proficiency in data collection and database creation - Familiarity with the home care industry in Queensland and Australia - Organizational skills, to categorize the data by region - Excellent attention to detail, ensuring accuracy in information provided The data should be organized by region for easier networking. I may also require the database to be updated periodically. The collected information should be reliable, up-to-date, and include a diverse range of pr...

...Project description : I need a PowerPoint presentation modified into 350 copies Step 1: Open the PowerPoint file named "Adelya Expansion - Australia and New Zealand" Step 2: Open the Excel sheet named "Companies in whose name the file is to be saved " Step 3: Note that in the Excel sheet, the second name after Adelya is Tecmark Step 4: SAVE the Powerpoint file as "Tecmark Expansion - Australia and New Zealand" Step 5: Replace in Powerpoint (Keyboard command is Alt-E-E), the name "Adelya" with the name "Tecmark" Step 6: There should be 12 replacements, then you know you have done it right Step 7: Save the file once again as "Tecmark Expansion - Australia and New Zealand" Step 8: Save a second copy of the ...

...Project description : I need a PowerPoint presentation modified into 350 copies Step 1: Open the PowerPoint file named "Adelya Expansion - Australia and New Zealand" Step 2: Open the Excel sheet named "Companies in whose name the file is to be saved " Step 3: Note that in the Excel sheet, the second name after Adelya is Tecmark Step 4: SAVE the Powerpoint file as "Tecmark Expansion - Australia and New Zealand" Step 5: Replace in Powerpoint (Keyboard command is Alt-E-E), the name "Adelya" with the name "Tecmark" Step 6: There should be 12 replacements, then you know you have done it right Step 7: Save the file once again as "Tecmark Expansion - Australia and New Zealand" Step 8: Save a second copy of the ...

I am in need of an accountant who can help with tax preparation for my small business. Key Requirements: - Expertise in tax preparation for both businesses and individuals - Experience working with small businesses (1-10 employees) - Strong knowledge of tax codes and regulations Ideal Skills: - Proficient in financial software - Strong analytical and problem-solving skills - Excellent attention to detail and accuracy - Good communication and interpersonal skills - Ability to meet deadlines Please provide a brief overview of your relevant experience and approach to tax preparation.

I am in need of a skilled and reliable accountant in Poland to assist with my monthly VAT filing and yearly tax filing. As a sole proprietor, it's crucial for me to meet all my financial obligations on time to avoid penalties and unnecessary stress. Key responsibilities: - Handling monthly VAT filings: You will be responsible for ensuring my VAT returns are accurate and submitted in a timely manner - Managing yearly tax filings: As a sole proprietor, I have a specific set of tax obligations that need to be managed effectively Ideal skills and experience: - Proficient in Polish accounting and tax laws: Having a deep understanding of the local regulations and requirements is crucial - Experience working with sole proprietorships: Being familiar with the specific needs and chal...

I am looking for a professional accountant, preferably based in Switzerland, to help me streamline and organize my ERP system, particularly Odoo. Key Tasks: - Setting up the chart of accounts in a clear and systematic manner that is easily accessible - Configuring tax settings to ensure compliance with Swiss tax laws and regulations Focus Modules: - Sales & Invoicing: I need assistance in optimizing these modules to improve efficiency and tracking - Purchase & Inventory: Assistance in streamlining these modules would be highly beneficial Customizations: - While I do not have any specific requirements at the moment, I am open to suggestions and ideas from the selected candidate on how to further customize and improve the system Preferred Qualifications: - Prior experie...

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I urgently require an exceptional market researcher to evaluate the market size and potential for a National Disability Insurance Scheme (NDIS) provider in nsw, Australia in regards to early child hood to young adults. The ideal candidate should have: - Proficiency in relevant research tools. - Understanding of the NDIS service sector or similar industries. - Ability to deliver comprehensive and accurate reports promptly. Your primary responsibilities will be: - Assessing the market size for an NDIS provider. - Evaluating the potential growth of the sector. - Identifying competitive landscape. I look forward to working with a diligent professional who can deliver results ASAP.

I require an experienced accountant to prepare a set of financial documents for my company. Last 2 year Audited Financial statements for the previous 2 fiscal year-ends: Income Statement, Balance Sheet, Cash Flow Statement Interim Financial Statements (Balance Sheet, P&L, Cash Flow Statement) Financial statements for the most recent interim period: Income Statement, Balance Sheet, Cash Flow Statement Merchant Processing Statement

I'm in need of a Good Quality Inspector to assess the condition and organization of Spiral Separator Components in Carrara, QLD 4211, Australia. The role calls for a professional with: - Keen attention to detail - Familiarity with industry standards The job entails focusing on a selection of components. Responsibilities include: - Unpacking and organizing components - Verifying items against the packing list - Ensuring proper labeling - Inspecting each component for any damage - Reporting any missing or damaged items Having strong communication skills is a must, as any discrepancies need to be accurately reported. Previous experience with spiral separators or similar machinery would be advantageous.

I am looking for an experienced accountant to assist with our monthly bill amount. We want experience accountant to help with calculating and dividing up our yearly invoice into 12 months. The yearly amount is there but we want a skilled accountant who can divide the amount up to 12 months with each month amount figure being different from the other. For example, dividing $100,000 by 12 months but each month has a different amount but the the total of 100k is still the same. Ideal Skills: - Proven experience in accounting - Knowledge of relevant accounting software - Strong attention to detail - Effective communication and reporting skills

... cleaning industry. --- We will pay you per qualified appointment you set. --- We have a high demand for at least 10~18 appointments weekly, and we have multiple areas we can assign you based on your results. So, you can easily earn $750 weekly if you provide quality appointments. --- We are looking for a long-term partnership. We have demand for multiple locations in the US, Canada, and Australia. --- You need to have your own dialer and leads (We have ppl working with us using Google Maps and --- Qualification criteria --- A business with the REAL possibility of becoming our client: NOT pushing appointments, NOT people just looking to compare prices, NOT people happy with their current services. They need to provide a reason on the call why they want the appointment, fo...

...Okay, if we get past the first question, let’s delve a little deeper into what I am after. We are an outsourced paraplanning business in the field of Financial Planning in Australia. The two major parts of this business that I think AI could assist with, if done correctly are: 1. Reviewing the Work Requests that are sent to us. 2. Reviewing the Advice Documents that we have written to make sure they meet the client’s (Financial Planner) work request and are compliant with Australian Financial Planning legislation. The Process essentially works like this: 1. To clarify, our clients are Financial Planners around Australia. The Financial Planner will meets with their client and collect all the information on the client. This can be spread over numerous docu...