Looking for an experienced assistant to send emails to executives in financial firms inviting them to join a series of meetings and retreats. Required experience: Proficient using email Communicate effectively and professionally with executives Detail oriented Proficient at keeping records in a CRM about contacts with prospects Proficient using Adobe Acrobat The goal of the project is to send emails to executives and set up meetings with prospects for our CEO to have one-on-one calls. If this works as well as it has in the past, we will have a need for much more work going forward.

We are a DME (Durable Medical Equipment) pharmacy and medical supply company looking for a detail-oriented virtual assistant to own the intake data entry process for our patient referral pipeline. This is a long-term, ongoing role for the right person. This is NOT a clinical or insurance decision-making role. It is a structured, process-driven position with a clear checklist, a defined scope, and a supportive supervisor. If you are accurate, organized, and reliable — this role is straightforward to do well. --- WHAT YOU WILL DO You will handle steps 1 through 4 and step 6 of our intake process: 1. Receive referrals — monitor our fax and email inbox, download incoming patient referral documents, and file them to the correct patient folder (naming format provided) 2. Run the 10-field checklist — scan each document against our required fields checklist. If all 10 fields are present, proceed. If any field is missing, flag the case using our tagging system and post to our team channel (Microsoft Teams). You do not resolve the issue — you flag it and stop. 3. Enter data into our system — copy patient and order information from the document into our DME software (Brightree). You enter exactly what is written. No interpretation, no guessing. 4. Upload documents — upload all referral documents (prescription, CMN, insurance card, ID) to the patient folder in the correct location. Confirm each upload. 6. Log on daily sheet — record each referral processed on our daily tracking sheet: date, received, entered, any tags, notes. Step 5 Insurance eligibility verification Your job is accurate data entry and document handling. When something is unclear, you flag it — you do not guess. REQUIREMENTS — Prior experience with US healthcare or medical office data entry (DME, home health, pharmacy, or similar) — Familiarity with DME software — Brightree experience — Experience with Microsoft Teams and SharePoint or similar document management — Excellent English reading comprehension — you must read medical referral documents accurately — Extreme attention to detail — errors in this role directly impact patient care and insurance billing — Reliable internet connection and availability during US business hours (Eastern time ) — Ability to pass a skills assessment during the hiring process (short data entry test using a sample referral) DETAILS — Hours: 20 hours per week, ongoing — Schedule: Monday through Friday, flexible within US business hours — Rate: Please include your hourly rate in your proposal HOW TO APPLY To be considered, your proposal must include: 1. Your experience with US healthcare data entry — be specific about the type of work and the software you used 2. One example of a role where accuracy and following a checklist were critical — what did you do when you found an error or missing information? 3. Your availability in US Eastern or Central time 4. Your hourly rate Proposals without these four items will not be reviewed. We are a growing company building structured systems. If you are looking for consistent long-term work with a clear process and a team that communicates well, this is a good fit.

B2B Research & Outreach Coordinator — Wealth Advisory / Family Office (Los Angeles Focus) OVERVIEW: I am a luxury residential real estate strategist in Los Angeles with 30 years of experience advising buyers and sellers on high-value properties ($3M–$30M+). I am building a targeted outreach program to connect with wealth advisors and family office professionals in the Los Angeles area who advise clients on significant residential real estate decisions. This is NOT a standard real estate VA role. I do not need help with MLS listings, Zillow leads, or open houses. I need someone who can build a highly targeted, verified contact database of the right professionals — and manage a structured outreach sequence on my behalf. WHAT YOU WILL DO: 1. CONTACT RESEARCH — Identify wealth advisors, family office principals, and private client advisors at firms in the Los Angeles area — Find and verify contact information (name, title, firm, email, phone, LinkedIn) using Apollo.io, LinkedIn Sales Navigator, and other sources — Build and maintain a clean contact database in Google Sheets — Research each contact briefly before outreach (firm size, client focus, any mutual connections) — Target volume: 15–20 new verified contacts per week 2. OUTREACH MANAGEMENT — Send personalized outreach emails on my behalf using templates I provide — Customize each email with the contact's name, firm, and any relevant detail — Track all outreach activity and responses in the contact database — Follow up on the exact sequence I specify (Day 1 / Day 7 / Day 14) — Flag all replies to me immediately for personal response 3. SCHEDULING — Coordinate meeting times when a contact expresses interest — Send calendar invites and confirmations — Prepare a one-page briefing on each contact before every meeting 4. WEEKLY REPORTING — Send me a concise weekly report every Friday: contacts added, emails sent, replies received, meetings scheduled WHAT I AM LOOKING FOR: — Experience building B2B contact lists for professional services, financial services, or wealth management firms — Comfortable using Apollo.io, LinkedIn, and Google Sheets — Excellent written English — you will be sending emails representing me — Detail-oriented and reliable — accuracy matters more than speed — Available during US Pacific Time business hours (at least partial overlap) — NOT required: real estate experience TRIAL PROJECT (PAID): Before hiring, I will ask the top 2–3 candidates to complete a paid trial: research and deliver 5 verified contacts matching my target profile. This takes approximately 1–2 hours. I will pay for this work regardless of whether I hire you. HOURS: 10–15 hours per week to start, with potential to grow. RATE: Please state your hourly rate. Preferred range $15–$25/hour. DURATION: Ongoing. TO APPLY: Please answer the following in your proposal: 1. Describe a specific project where you built a B2B contact list for a professional services or financial services client. What tools did you use and what were the results? 2. What is your experience with Apollo.io or LinkedIn Sales Navigator? 3. What is your availability in US Pacific Time hours?

I need real estate accounting services for a project transitioning from construction to property management. The task involves reconciling construction accounts and ensuring a smooth transition. An expert in real estate accounting is required to handle this phase effectively.

We are seeking an experienced Automation & Integration Engineer to modernize and automate our CPA firm's operations. This role will be responsible for designing, building, and maintaining AI-driven workflows and integrations centered around CCH Axcess, Additive K-1, Microsoft 365, and other business systems. The ideal candidate combines software development, API integration, workflow automation, and AI implementation experience with deep knowledge of tax and accounting technology. This is a hands-on technical position. You will build production-grade automations, not just configure software. Responsibilities Design and develop integrations between CCH Axcess, Additive K-1, CRM, document management systems, and internal databases. Build AI-powered workflows to automate tax preparation, review, document processing, and client communication. Develop API integrations using the CCH Axcess Open Integration Platform. Automate repetitive tax workflows using APIs, webhooks, scripting, and workflow platforms. Create secure data synchronization between business applications. Build custom internal applications that improve CPA productivity. Implement OCR and AI document extraction for tax source documents. Build dashboards and reporting from tax software data. Create automation monitoring, logging, and alerting. Document all integrations and maintain technical architecture. Work directly with tax professionals to identify automation opportunities. Evaluate emerging AI tools and recommend practical implementations. Required Experience 5+ years building software integrations or business automations. Strong experience with: CCH Axcess CCH Axcess APIs REST APIs OAuth Webhooks JSON/XML Experience integrating accounting or tax software. Experience with AI APIs such as: OpenAI Anthropic Google Gemini Azure OpenAI Experience with automation platforms such as: n8n Power Automate Make Zapier Strong programming skills in one or more: Python C# JavaScript/TypeScript SQL database experience. Microsoft 365 integration experience. Git version control. Cloud experience (Azure or AWS). Preferred Qualifications Additive K-1 experience. CCH API development. CPA firm experience. Tax workflow automation. OCR and intelligent document processing. Experience with AI agents. Experience with document management systems. Power BI. SharePoint. Azure Functions or AWS Lambda. Docker. Technical Skills API Development REST OAuth JSON XML Python JavaScript SQL AI Integration Prompt Engineering Workflow Automation Microsoft Graph API SharePoint APIs Microsoft 365 Administration OCR RAG LLM Integration Git CI/CD What You'll Build Examples include: Automated K-1 ingestion into CCH. AI document classification and extraction. Tax return workflow automation. Client onboarding automation. Automated tax organizer processing. AI review assistants. Internal tax knowledge search. Automated email and task generation. Client portal integrations. Document routing. Workflow dashboards. Exception monitoring and alerts. Success Metrics Within the first 6–12 months, you will: Eliminate hundreds of hours of manual tax processing. Reduce duplicate data entry across systems. Build production-ready AI workflows. Create reusable integration frameworks. Improve tax workflow visibility through reporting and dashboards. Establish a scalable automation architecture for future growth. Nice-to-Have Certifications Microsoft Azure AI Engineer Microsoft Power Platform Developer AWS Developer Python certifications AI/LLM application development CPA technology consulting experience Ideal Background Candidates who have worked at firms or software vendors using: CCH Axcess Additive K-1 Thomson Reuters products Intuit products Wolters Kluwer tax software Tax technology consulting firms CPA firms with 100+ employees Tax automation consultancies

TACTICAL WITH ATTENTION TO DETAILS! Access an online database Extract onto an excel sheet by segmentations provided Will be a copy and paste due to the online platform I believe Extract Name, Phone, Email, Address, ID, Registered Date FORMATED per my instructions FINAL FILES CSV AND EXCEL

Seeking a US Biochemistry/Biomedical professor with a strong background in hiring processes, interviews, and NIH research funding. The professor will guide me from scratch on these topics, providing valuable insights and expertise. The ideal candidate will have a strong educational background and practical experience in the field.

We are looking for someone that has experience with the Availity platform. Need you to submit our application to multiple payors.

We are seeking a versatile, remote Operations and Project Manager to help our Team. The ideal candidate will have a strong background in operations management and be able to assimilate information quickly. This role requires someone who can manage multiple tasks efficiently, oversee recruitment endeavors, oversee subordinates, take candid feedback well, and maintain high standards. Immediate availability is a requirement.

We are seeking a versatile, remote Operations and Project Manager to help our Team. The ideal candidate will have a strong background in operations management and be able to assimilate information quickly. This role requires someone who can manage multiple tasks efficiently, oversee recruitment endeavors, oversee subordinates, take candid feedback well, and maintain high standards. Immediate availability is a requirement.