IMPORTANT TO APPLY: Please start your proposal with the words "Clean Books Separate Buckets" so I know you read the full post. OVERVIEW I am seeking affordable, highly organized monthly bookkeeping and tax-organization support for 2-4 hours per month after an initial setup/cleanup period. The Focus: This is a low-volume execution role, NOT full household or lifestyle management. The Goal: Keep the financial trail immaculate so our outside CPA can easily handle final filings and tax strategy. ENTITIES AND SCOPE NY LMSW PLLC Low-volume professional services business (under $50k revenue, modest expenses). Requires monthly transaction categorization and bank reconciliations in Intuit QuickBooks Online. NY 501(c)(3) Nonprofit Pre-launch organization with little to no current revenue. Uses Gusto for payroll. Requires clean bookkeeping and monthly payroll/expense reconciliation. Personal / Household (High-Stakes Tax Tracking Only) Note: You will NOT track daily routine living expenses or grocery runs. Bucket A: Caregiving and Disability Expenses (Private aides, specialized care, day programs). Bucket B: Gut Renovation and Capital Improvements (Contractor payments, permits, and materials to establish property cost basis). Bucket C: Basic Tax Documents (Charitable giving, mortgage items, professional licenses). MONTHLY RESPONSIBILITIES Reconcile monthly bank and credit card statements for the PLLC and nonprofit in QBO. Reconcile Gusto payroll entries monthly. Maintain a simple, structured personal tracker ONLY for the renovation, caregiving, and tax buckets. Deliver basic P&L and balance sheet reports for both entities by the 10th of each month. Enforce strict structural separation between personal, business, and nonprofit transactions. Organize incoming digital receipts and invoices so the renovation and caregiving categories are audit-ready. Flag unclear transactions or edge cases for review by myself and the CPA. IDEAL CANDIDATE Software: Strong proficiency with Intuit QuickBooks Online and Gusto payroll. Experience: Prior work with low-volume small businesses and pre-launch nonprofits. Tax Organization: Experience tracking complex personal files (like capital improvements or medical/disability documentation) without over-complicating household tracking. Habits: Immaculate digital organization for receipt management and clear, remote communication. Collaboration: Completely comfortable working under the high-level direction of an outside CPA/EA. BUDGET AND TERMS Rate: $25-$40/hr OR a flat monthly retainer of $150-$300/month. We can discuss a temporary adjustment for an initial cleanup month if historical accounts or recent renovation invoices need catching up. PLEASE RESPOND WITH: Your experience with QuickBooks Online, Gusto, and nonprofit bookkeeping. Your experience handling personal expense organization for tax prep (specifically tracking capital improvements or medical/disability docs). Your proposed monthly fixed fee or hourly rate for this 2-4 hour monthly scope. Your typical process for managing digital receipts and flagging unclear transactions.

We are looking for a talented digital illustrator to create a series of custom illustrations representing the industries our company serves. These illustrations will be used in marketing materials, brochures, website content, social media, and sales collateral. Our company provides mechanical systems, equipment, and service solutions for commercial and industrial facilities. We need someone who can take our rough concepts, reference images, and industry notes and turn them into clean, professional, visually engaging illustrations that accurately represent each environment. We have a clear idea of the style and layout we like and can provide sample images for reference. However, we need an illustrator who can recreate the concept in a polished, original illustration style that fits our brand and can be used across multiple industries. Initial Project Scope: To start, we need at least 8-10 custom illustrations. Potential industries include: * Data Centers / Mission Critical Facilities * Healthcare / Hospitals * Manufacturing / Processing * Food & Beverage * Pharma & Biotech * Poultry Processing * Breweries * Crab Houses / Seafood Processing Each illustration should show a facility or industry environment and visually connect the types of mechanical systems and equipment that support that operation. This may include items such as: * Boilers / steam systems * Compressed air systems * Pumps * Filtration * HVAC / mechanical systems * Process equipment * Utility rooms or mechanical rooms * Production or processing areas What We’re Looking For: The ideal illustrator will have experience creating polished digital illustrations for business, technical, industrial, manufacturing, or architectural use. We are looking for someone who can balance visual appeal with accuracy. These do not need to be engineering drawings, but they should feel believable and professional. Required Skills: * Strong digital illustration skills * Ability to create clean, branded, professional artwork * Experience with technical, industrial, manufacturing, or architectural illustration preferred * Strong attention to detail * Ability to work from reference images and written direction * Ability to create consistent illustrations across multiple industries * Comfortable revising based on feedback Deliverables: For each illustration, we would like: * High-resolution final artwork * Editable source files (illustrator if possible) * Web-ready file formats * Print-ready file formats * Consistent style across the full series To Apply: Please include: * Examples of similar illustration work, especially industrial, technical, architectural, or business-focused illustrations * Your process for developing an illustration from a rough concept or reference image * Estimated timeline for one illustration * Pricing for one illustration and/or a package of 5 illustrations * Confirmation that the final artwork will be original and available for commercial use Screening Question: Have you created illustrations for industrial, manufacturing, architectural, engineering, or technical environments before? Please share the closest example from your portfolio.

Core Architectural Workflow 1. Client Intake & Data Collection The customer visits the Porkbun-hosted website and completes a secure, multi-step intake form. The form dynamically captures customer details, the specified number of signers, and handles secure multi-file document uploads. 2. Asynchronous API Triggering Blue Notary API: The website backend instantly delivers an API payload to Blue Notary to establish the live signing session container, pushing the customer data and uploaded document streams directly into the digital meeting room. QuickBooks Online API: Simultaneously, the backend contacts QuickBooks to check for an existing client record or generate a new Customer Profile. 3. Credit Card Tokenization (Vaulting) To maintain absolute data security and avoid PCI-compliance liabilities, the developer will embed the QuickBooks Web Payments SDK directly into the booking page. When the client clicks "Book," the secure iframe captures and tokenizes the credit card information with QuickBooks Payments, returning a secure payment token (paymentMethodToken). The website backend securely maps this token to the customer profile for later use; no actual credit card numbers are ever stored on our servers. 4. Post-Session Admin Portal & Dynamic Billing Because RON platforms track identity verification but do not consistently pass live, rolling digital stamp/seal counts to external billing systems in real time, the developer will construct a secure, password-protected administrative interface on our domain (e.g., /admin/billing). Upon logging out of a completed Blue Notary session, the admin opens this dashboard, selects the client, and types in the Actual Signers and Actual Seals Placed. Automated Billing Logic Formula Upon submitting the administrative form, the server executes the programmatic pricing formula: Total Invoice = Base Session Fee + (Additional Signers × Signer Rate) + (Additional Seals × Seal Rate) The backend automatically executes these final steps via the QuickBooks API: Generates a professional line-item invoice reflecting the base fee and exact volume variables. Commands QuickBooks Payments to immediately process the charge using the vaulted credit card token. Locks in the clean processing rate (e.g., flat 2.99% invoiced rate) with zero added per-transaction service fees or third-party overhead. Triggers the automated delivery of the official QuickBooks paid receipt directly to the client's inbox. Developer Job Posting Copy Project Overview: Looking for a talented full-stack developer to redesign/update a website hosted on Porkbun, build a custom multi-signer intake form with secure document upload, and integrate direct, custom backend automations with Blue Notary and QuickBooks Online. No third-party automation tools (Zapier/Make) are permitted. Key Deliverables: Frontend Intake Form: Clean, mobile-responsive design allowing secure file uploads and dynamic forms based on input signer counts. Direct Blue Notary Integration: Connect to Blue Notary’s REST API to instantly initiate a session and pass files upon customer submission. QuickBooks Payments SDK Integration: Implement secure credit card vaulting/tokenization at intake using the official QuickBooks Web Payments SDK. Admin Post-Session Billing Tool: Create a lightweight, secure internal portal where the admin inputs final signer and seal counts. Automated Invoicing Engine: Calculate the final pricing via code on admin submission, generate a line-item invoice in QuickBooks, charge the vaulted card token automatically, and trigger the receipt. Technical Requirements: Proven experience with backend languages (Node.js, Python, PHP, or Go). Deep familiarity with QuickBooks Online Accounting & Payments APIs (specifically tokenized card charges and invoice generation). Strong understanding of REST APIs, webhooks, JSON payloads, and secure file handling over HTTPS. Ability to deliver clean, documented, standalone code without external platform dependencies.

Probate & Litigation Paralegal — Texas (Remote, Part-Time, Ongoing) A private-client Texas law practice seeks a meticulous, discreet paralegal to manage a probate docket and produce polished legal documents. This is a long-term role for someone who values craftsmanship, confidentiality, and a clean, well-run system. You will: Manage a probate docket: deadlines, filings, status tracking Draft and format legal documents to a high standard (strong Word skills essential) Communicate with clients to gather information Assist with light witness development Work within Clio Manage (experience required) You are: Experienced with Texas probate; probate administration a strong plus An exceptional Word user — formatting, styles, templates, clean documents Detail-obsessed and deadline-driven Discreet and comfortable in a confidential, private-client environment Able to step into an organized system and respect it Compensation: Agreed hr base of no less than $35/hr, increasing 10% after 6 months and 12 months. Plus a discretionary time bonus: for hours I approve as billable, you earn an additional amount up to your hourly rate for that time — rewarding focused, billable-quality work. (This is a bonus for how you spend your time, not a commission, and it does not depend on client payment.) Plus a discretionary performance bonus after 6 months and 12 months based on work and profitability. 20 hrs/week to start, scaling to 32. Permanent hire possible after one year

Overview We are looking for an experienced contract Product Engineer / Full-Stack Engineer to help maintain, stabilize, and enhance an existing production React + Ruby on Rails application. This role is hands-on and collaborative, working closely with our lead engineer to deliver features, fix bugs, and improve overall system reliability and architecture. This is a 6-month contract with consistent weekly hours and the potential for extension. What You’ll Do - Maintain and enhance a live, production React / Rails application - Work closely with the current lead engineer on implementation and planning - Implement new features from defined requirements - Debug and resolve production issues - Improve code quality, performance, and architecture over time - Assist with light coordination and technical planning as needed Required Technical Skills - Frontend - Strong experience with React (JSX syntax) - API integration using Fetch - Familiarity with component libraries such as Bootstrap, React-Bootstrap, or jQuery - Understanding of modern frontend tooling (Webpack, Babel) Backend - Ruby on Rails (6.1.x) experience - Solid understanding of the MVC pattern - Experience with ActiveRecord and PostgreSQL - Building and consuming RESTful APIs - Background job processing - Working with model relationships, migrations, and service objects DevOps / Infrastructure - Git and Git branching strategies - Basic Linux server familiarity (CLI usage) Nice-to-Have Skills - Third-party API integrations - Authentication experience (Devise, OAuth, SAML) - React performance optimization - Rails performance tuning and query optimization - Experience working in large or legacy codebases - Power BI or reporting tools - Interest in mentoring or pairing during ramp-up How You Work - Able to onboard quickly into an existing codebase - Comfortable working independently with minimal oversight - Strong communicator (clear updates, async collaboration, clean Git commits) - Can work directly with business stakeholders to clarify requirements - Good documentation habits Experience Requirements - 3–5+ years of full-stack development experience - 2+ years hands-on React experience - 2+ years hands-on Ruby on Rails experience - Prior contract or consulting experience preferred - Proven experience maintaining production systems Education - Bachelor’s degree in Computer Science or related field (optional) - Equivalent professional experience is fully acceptable - Bootcamp graduates welcome if you have real-world production experience Contract Details - Contract length: 6 months - Location: Remote - Hours: ~40 hours/week (open to discussion) - Time zone: Must overlap with Pacific Time

I am looking for an experienced Make.com automation/integration specialist with strong QuickBooks Online experience to build and complete a TrackOps to QuickBooks Online integration for my three businesses. This is not a simple “push an invoice from one system to another” project. The integration needs to handle real accounting workflows accurately across three separate companies using one centralized Make environment, with each company maintaining its own isolated TrackOps and QuickBooks Online account. I have already gone through unsuccessful contractor attempts on this project, so I want to be very clear up front: I am looking for someone who can actually build, test, and demonstrate working functionality in my environment - not someone who can only write a polished proposal. ________________________________________ Business / System Environment You will be working with three separate operating companies: • Megalodon Executive Protection Firm, LLC (EP) • Megalodon Private Investigations Firm, PLLC (PI) • Megalodon Regulatory Advisory Firm, PLLC (RA) Each company has: • its own TrackOps account • its own QuickBooks Online account The integration will be built in one centralized Make environment, but all company data must remain fully isolated by entity, with no crossover between businesses. TrackOps is my operational system of record for: • cases / jobs • customers / clients • invoices • time tracking / hours • mileage / expenses QuickBooks Online is my accounting system of record. The goal is for TrackOps activity to flow into QuickBooks Online with proper accounting treatment and minimal manual re-entry, while preserving clean books and reliable reporting. ________________________________________ Scope of Work I want this project structured into fixed-price milestones that align with the phases of work. A proposed structure is below, but I am open to reasonable adjustments if the contractor has a better recommendation. Milestone 1 – Discovery, Audit, and Foundation • Audit any existing Make scenarios / prior contractor work and document what is reusable versus what should be rebuilt • Review TrackOps API and webhook coverage for all required objects • Review and validate QuickBooks Online chart of accounts, products/services, classes, and other mapping structure relevant to the integration • Review my existing account mapping and identify any structural issues that need to be addressed before the build proceeds • Establish customer sync from TrackOps to QuickBooks Online • Implement duplicate prevention and standardized naming logic Milestone 2 – Core Invoicing, Payments, and Retainers • TrackOps invoices flowing into QuickBooks Online • Correct service / product mapping • Sales tax handling at the invoice line-item level • Payment recording and application to the correct invoice • Retainer handling logic: o retainer receipts booked properly o retainers applied against invoices---in TrackOps---as work is performed o clean accounting treatment in QBO Milestone 3 – Expense / Reimbursement Accounting • Client reimbursable expenses flowing correctly into QuickBooks Online • Administrative fee / markup logic where applicable • Mileage handling from TrackOps into QuickBooks Online • Travel / transportation reimbursement scenarios • Credit memos, debit memos, refunds, and related accounting treatment • Proper payable / reimbursement treatment for contractors or employees Milestone 4 – Profitability, Classification, and Delivery Logic • Case / engagement ID flow into a QuickBooks Online project field • Class / department mapping where appropriate • Product and service mapping refinement • Invoice delivery / emailing logic if included in the final design • Any related workflow needed to support cleaner engagement-level profitability reporting Milestone 5 – Payroll / Time Tracking / Contractor Payment Integration This phase is very important and needs to be approached carefully. TrackOps has a time tracking feature that captures hours by worker. I need the contractor to determine the maximum extent to which TrackOps time can be pushed into QuickBooks Online payroll-related workflows and records. I understand that QuickBooks Online does not permit outside developers to fully automate the final payroll run itself. I am not expecting a fully hands-off payroll run if Intuit’s restrictions do not allow it. However, I do expect this portion of the project to be taken as far as it can reasonably go. The goal of this phase is to automate as much of the payroll preparation workflow as possible, including where feasible: • TrackOps time flowing into QuickBooks Online payroll-related records, hours, or staging data • Worker-level time mapping by employee and/or contractor • Support for hourly payroll workflows to the maximum extent QuickBooks Online allows • Any feasible employee / contractor sync elements between TrackOps and QuickBooks Online • Any feasible support for workers compensation code mapping • Any feasible support for contractor / 1099 payment workflows • Clear identification of what can be automated versus what must remain manual due to Intuit limitations The final payroll run inside QuickBooks Online may remain a manual step, but the integration should be designed so that payroll preparation is automated as far as QuickBooks allows. I also want test runs performed during this phase so the payroll-related functionality can be verified. If something is not possible because of Intuit restrictions, I want that documented clearly, along with the maximum automatable portion and the manual procedure required to complete the payroll process. I do not want anyone overpromising payroll automation that QuickBooks Online will not allow. I do want this portion of the build pushed as far as it can reasonably go and verified with testing. Milestone 6 – Replication to PI and RA Once the Executive Protection build is functioning correctly, replicate the completed build to: • Megalodon Private Investigations Firm, PLLC • Megalodon Regulatory Advisory Firm, PLLC This includes: • adjusting services, accounts, and workflow logic as needed for each entity • maintaining full isolation of data and workflows between all three businesses • validating that each replicated build functions correctly in its own environment Milestone 7 – Testing, Error Handling, Documentation, and Handoff • End-to-end testing across all scenarios • Error handling and failure alerts so issues do not silently fail • Written documentation / runbook • Loom walkthrough or live walkthrough of the final system • Explanation of how to maintain the system and understand failures • Final handoff only after the system is functioning and verified ________________________________________ Required Skills / Experience Please do not apply unless you have real experience with the following: • Make.com automation builds • QuickBooks Online integrations • Accounting-aware workflow design, not just general automation • Invoices, payments, retainers, reimbursements, credits/refunds • Multi-step field mapping and debugging • API/webhook-based integration work • Multi-company / multi-account workflow organization Strong preference if you have experience with: • service businesses • legal / investigations / field services / case management style workflows • profitability / project / class tracking in QBO • payroll-related QBO integration limitations ________________________________________ Deliverables I expect the contractor to deliver working functionality, not just recommendations. That means: • functioning Make scenarios in my environment • correct mapping and accounting treatment • testing and proof of function • clear documentation of what was built, what is partially automated, and what remains manual due to platform limitations • professional communication throughout the project ________________________________________ Critical Milestone Verification Requirement This is extremely important. No milestone will be considered complete until the contractor demonstrates the work live and I verify that the milestone deliverables are functioning in my actual environment. For each milestone, I will require: 1. A live walkthrough / demonstration of the functionality 2. Proof of the actual Make scenarios and workflow logic 3. Proof that the workflow works in my environment 4. My confirmation that the milestone deliverables for that milestone have been satisfied Milestone payment will only be released after verification and acceptance. If you are uncomfortable with that, please do not apply. ________________________________________ Communication Expectations I value direct, professional communication. I do not need constant meetings, but I do need: • acknowledgment of questions • status updates when something is blocked • honesty if something is not possible • no disappearing • no vague milestone claims without proof If there is a technical limitation, I want it surfaced early and clearly. ________________________________________ Prior Contractor Experience / Expectations Going Forward I want to be transparent about why I am being very specific about communication and milestone verification. I have already had two unsuccessful contractor attempts on this project. In one case, the contractor struggled to communicate clearly and directly about the work. I made multiple requests during the engagement that every question I asked be answered clearly, directly, and in a timely manner. Even after I raised that issue more than once, I still was not getting clear answers to straightforward questions about project status, functionality, and next steps. Because communication and responsiveness are essential on a project like this, I ended that engagement. In another case, a contractor submitted a milestone payment request claiming a milestone was complete, but when I attempted to verify the work through a live walkthrough and demonstration, the contractor could not clearly demonstrate that the functionality had actually been built and working in my environment. That engagement was also terminated. I am not including this to be dramatic or difficult. I am including it so expectations are completely clear from the beginning. For this project, I need a contractor who can do all of the following consistently: • answer questions clearly, directly, and in a timely manner • communicate honestly about what is done, what is not done, and what is blocked • demonstrate completed work live before requesting milestone payment • surface technical limitations early instead of overpromising or avoiding direct answers If your communication style is vague, delayed, or indirect, or if you are not comfortable demonstrating completed work before requesting payment, then this project is probably not a good fit. ________________________________________ Proposal Instructions If you apply, please include the following: 1. A short explanation of your experience with Make.com and QuickBooks Online integrations 2. Your recommended milestone pricing for the milestone structure above ________________________________________ Budget / Engagement Structure I am open to fixed-price milestone proposals for the full project. I prefer to structure the engagement in multiple milestones rather than one large payment. I am open to contractors proposing their own pricing by milestone, but I want the proposal structured around the milestone framework above or a clearly justified alternative.

We are seeking an experienced researcher with in-depth knowledge of the advertising, media buying, and experiential marketing industries to help create a comprehensive database and organizational flowchart of key decision-makers across the following sectors: - Major Media Buying Agencies - Experiential Marketing Agencies - Top 100 Brand Target Accounts The ideal candidate will understand how agencies and brands are structured, recognize the differences between holding companies, agencies, and brand teams, and identify the key influencers in media, experiential, sponsorship, and marketing decisions. This project will require extensive research using LinkedIn, company websites, trade publications, and other online resources. **Responsibilities:** - Research and document organizational structures within media agencies, experiential agencies, and major brands. - Identify reporting relationships and create organizational charts that illustrate who reports to whom. - Research and identify key decision-makers, including: - CEO - CMO - Chief Growth Officer - Chief Media Officer - EVP/SVP/VP of Media - EVP/SVP/VP of Experiential - Sponsorship and Partnerships leaders - Client Services leadership - Strategy and Innovation leadership - Identify agency holding company relationships and subsidiaries. - Research top brand accounts and map their internal marketing decision-making structures. - Build and maintain a clean database in Excel, Google Sheets, Airtable, or a CRM. - Verify and validate information from multiple sources. - Provide ongoing updates as organizations evolve. **Deliverables:** For each organization, provide the following information: - Company Name - Parent Company (if applicable) - Executive Name - Title - Department - Direct Manager (if known) - Reports To - LinkedIn Profile URL - Company Website - Headquarters Location - Email (when publicly available) - Notes/Source Links - Organizational Flowchart/Hierarchy **Required Experience:** Candidates MUST have: - 3+ years of experience conducting business research, market research, or executive research. - Strong familiarity with the advertising, media, experiential, sponsorship, or events industries. - Extensive experience using LinkedIn and LinkedIn Sales Navigator. - Experience researching large agency networks such as WPP, Omnicom, Publicis, IPG, Dentsu, and Havas. - Experience researching brand-side marketing organizations. - Excellent skills in Excel or Google Sheets. - Exceptional attention to detail. **Preferred Qualifications:** - Previous experience in advertising, media, experiential marketing, sponsorship, or event marketing. - Familiarity with tools such as Winmo, ZoomInfo, Apollo, ContactOut, RocketReach, or similar platforms. - Experience creating organizational charts, relationship maps, and account plans. - Familiarity with CRM platforms such as HubSpot or Salesforce.

About Us FranCoach/Create A Shift/Dvelop Academy is a one stop shop for Franchise Recruitment and Education. We special in helping businesses to grow, individuals to learn and acquire a small business, and teach an industry skill to newcomers. Role Overview We are looking for a tech-savvy, highly organized, and visually creative professional to join our team as an Operations & Client Services Assistant. You will be the engine behind the scenes—ensuring our client portal and CRM stay updated, keeping our client deliverables on track, and whipping up clean, engaging graphics in Canva. This is a multi-faceted role perfect for someone who loves both structure (keeping systems tidy) and creativity (making things look good). Key Responsibilities System & Tech Management: Regularly update and maintain our CRM [ZOHO] and Client Portal [FranCoach Internal Portal of Brand Offerings] to ensure data integrity. Client Deliverable Tracking: Monitor project timelines, follow up on missing pieces, and ensure client deliverables are moving smoothly through our pipeline. Graphic Design (Canva): Create and edit visually appealing digital assets using templates in Canva (e.g., social media graphics, client PDFs, worksheets, slide decks). Administrative Support: Assist with ad-hoc operational tasks to help streamline daily business functions. Requirements & Qualifications Tech-Savvy: Proven experience managing CRMs and project management tools/portals. You learn new software quickly. Canva Pro: You have a sharp eye for design, alignment, and branding. You don't just use templates; you know how to make them look professional. Detail-Obsessed: You’re the type of person who notices a typo from a mile away and gets genuine satisfaction from an organized dashboard. Proactive Communicator: You don't wait to be told what to do if you see a bottleneck; you ask questions and provide updates independently. Reliable Internet & Equipment: Must have a dependable workspace and access to a Canva Pro account (or we can provide access). How to Apply Please start your cover letter with the word "Consistency" and briefly answer the following: What specific CRM and project management tools are you most comfortable using? Share a link or attachment to a few Canva graphics or client materials you've designed. How do you keep yourself organized when managing multiple deadlines?

We are a recruitment firm looking for an experienced recruiting professional to support us with candidate screening. We have candidates already sourced and need someone who can conduct structured screening calls, assess fit against the role requirements, and provide clear, polished write-ups after each conversation. Each detailed candidate screen should take no longer than 30 minutes, with a written summary completed afterward. Importantly, the screening summary will need to be written in a client submission format, which we will provide. The write-up should be professional, concise, and polished enough to share with clients after our review. Responsibilities Conduct candidate screening calls for active searches Assess candidates against the role requirements, including relevant experience, compensation expectations, location, work authorization, notice period, and overall fit Ask thoughtful follow-up questions to clarify experience, motivation, and fit Write up each screen in the client submission format provided by us Flag any concerns, gaps, or standout qualifications Represent our recruitment firm professionally with candidates Ideal Background Prior recruiting, talent acquisition, executive search, or agency recruiting experience Strong communication skills and professional phone presence Ability to quickly understand job requirements and assess candidate fit Experience screening candidates in financial services, technology, operations, sales, or corporate roles is a plus Strong writing skills and ability to create polished candidate summaries Reliable, organized, and able to turn around summaries quickly Screening Format Most screens will be approximately 20 to 30 minutes We will provide the job description, candidate resume, key screening criteria, and client submission format You will provide a written candidate summary after each call using the provided format Summaries should be polished enough for internal review and potential client submission What We’re Looking For We need someone who can act as an extension of our recruiting team- professional, sharp, responsive, and comfortable speaking with mid-level to senior candidates. The right person should be able to both conduct a thoughtful candidate screen and translate that conversation into a clean, client-ready candidate submission. Please include in your proposal: Your recruiting or screening experience Types of roles you have screened for Your availability Your hourly rate A sample candidate summary or screening notes, if available This can become ongoing work for the right person.

Job Description: You’re rebuilding the website for an M&A advisory firm that helps founder-led home services and construction businesses navigate a successful exit. The site is the brand's digital front door — its job is to educate a skeptical, time-poor founder-operator and move him from "who is this?" to "I need to call these people." We are looking for one agency or one team who can handle all three phases under one roof: 1 — Brand Refinement: We have an existing visual identity. We are not rebranding. We need the color palette tightened (the current red needs adjustment), brand marks refined, a typography system established, and a simple brand style guide delivered. Starting point exists — this is refinement, not reinvention. 2 — Website Design: Custom design. No templates. Desktop-first, built responsively so mobile is clean and functional; 3-7(max) pages; Messaging, positioning, and copy direction are provided by a Fractional CMO — you bring design craft and execution. 3 — Website Build Full development and launch. Platform is your call — recommend what you'd use and defend why. The existing site's platform should not influence your recommendation. Post-launch, the CMO manages all content without developer involvement. Technical requirements: • CMS with non-developer editing (CMO publishes articles and updates pages independently after launch) • GA4 properly configured with event tracking and a form submission tracked as a conversion goal • Site architecture must support third-party visitor identification tools • Clean technical SEO: proper metadata, schema markup, XML sitemap, robots.txt — this is execution hygiene, not an SEO content strategy • Custom enrollment form integrated • Handoff training for CMO at launch What we provide: • Full messaging hierarchy and positioning • Page-by-page copy direction • Creative feedback and approval at each milestone Budget: $10,000–$15,000 fixed fee, all-in Target launch: July 13–25, 2026 Timeline from kickoff: 8 weeks maximum To be considered, your application must include: 1. 2–3 portfolio examples — mobile views also required. Note which projects involved brand refinement vs. a full identity build from scratch 2. Your platform recommendation for this project and why 3. One sentence on how you handle GA4 event tracking setup 4. Answer this in 100 words or less: "A Fractional CMO is managing all messaging, positioning, and creative direction. How do you work within that structure without losing design quality or momentum?" 5. Start your cover letter with "Target launch: July 13–25, 2026" Applications without portfolio examples will not be reviewed. This is NOT a fit if: • You work from templates • You require a developer for post-launch content edits • Your timeline exceeds 8 weeks from kickoff • You'd recommend we stay on the current platform because "it's already there"