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Posted 4 days ago
  • Fixed price
  • Expert
  • Est. budget: $500.00

Title: Attorney Needed for Online Coaching & E-Commerce Education Business I am the founder of an e-commerce education and consulting business based in the United States. I am preparing to launch a coaching and training program focused on Amazon FBA, Amazon FBM, Online Arbitrage, Retail Arbitrage, Wholesale sourcing, and e-commerce business systems. I am looking for a U.S.-licensed attorney experienced in online education, coaching businesses, consulting agreements, digital products, and intellectual property protection. Scope of Work: 1. Draft a Client Services Agreement for students and coaching clients. The agreement should include: * Description of coaching and educational services * Payment terms * Refund policy * Earnings disclaimer (no guarantee of income or results) * Limitation of liability * Intellectual property protection * Restrictions on sharing, copying, recording, or reselling course materials * Client responsibilities * Dispute resolution provisions * Chargeback protection language 2. Draft or review: * Terms of Service * Privacy Policy * Website legal disclosures 3. Provide recommendations regarding: * Trademark protection for the business brand, program names, and proprietary methodology * Copyright protection for educational materials, presentations, videos, and training content * Best practices for legal compliance in the online coaching and education industry About the Business: The program combines: * Video training modules * Group coaching calls * Live consultations * Educational resources and templates * Community support The target audience consists primarily of Russian-speaking entrepreneurs and professionals living in the United States and Canada. Preferred Qualifications: * Experience drafting agreements for coaching programs * Experience with online education businesses * Experience with digital products and intellectual property * Familiarity with chargeback prevention and consumer protection compliance Please include examples of similar agreements or projects you have completed.

  • Fixed price
  • Entry Level
  • Est. budget: $40.00

This task is very simple. I need a template certifying that my family address is my business address. To get my software EV Code Signed, they want validation. They don't accept my PMB address. I need a template completed certifying my home address. The template from Sectigo is attached. I will provide a mostly complete template, the opinion language for your review to save you time, and documentation. Licensed attorney required.

  • Hourly: $65.00 - $85.00
  • Expert
  • Est. time: 3 to 6 months, Not sure

1. Serve as the primary administrator and subject matter expert for SharpSpring. 2. Design, build, test, deploy, and optimize automated marketing workflows. 3. Create multi-step nurture campaigns for lead generation, customer onboarding, cross-selling, retention, and re-engagement. 4. Develop lead scoring models and lifecycle management processes. 5. Build and maintain CRM integrations, forms, landing pages, dynamic lists, and automation triggers. 6, Audit existing automations and identify opportunities for improvement, consolidation, and increased performance. 7. Troubleshoot workflow issues, deliverability concerns, and automation errors. 8. Develop and execute email marketing campaigns from concept through deployment. 9. Build email templates and ensure responsive design across devices and email clients. 10. Create audience segmentation strategies to improve engagement and conversion rates. 11. Manage email lists and database hygiene to ensure compliance and performance. 12. Coordinate campaign calendars and promotional schedules across multiple business units. 13. Maintain brand consistency across all email communications.

  • Hourly: $100.00 - $150.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

I am a GS-13 federal employee (age 62, approaching retirement eligibility) and the sole owner of an active Virginia S-Corporation holding a federal government contract. I am also a practicing fine artist with emerging institutional income and an active residential property held in an LLC. I need a seasoned Certified Financial Planner or CPA-level tax strategist who can look across all of my income streams simultaneously and architect a cohesive, integrated strategy — not manage a single piece of the puzzle. My situation is genuinely multi-layered and requires someone comfortable holding complexity: • Federal retirement: FERS pension, TSP rollover strategy, Social Security (age 62 claim, WEP/GPO resolved under Social Security Fairness Act), and OPM coordination • S-Corporation: Active federal contract income flowing through an S-Corp (Form 1120-S filed annually); need ongoing officer compensation optimization, QBI deduction maximization, retirement vehicle strategy (prior SEP rolled into TSP; no Solo 401(k) currently established), Section 179 planning, and accountable plan documentation • Real estate: Residential condo held in an LLC, currently evaluating mortgage recast, rental conversion, depreciation strategy, and Real Estate Professional Status (REPS) — specifically whether REPS is defensible and beneficial given anticipated post-retirement income structure • Tax liability reduction: I need specific, executable strategies — not general guidance — covering the transition years between active federal employment and full retirement, when S-Corp income, pension, Social Security, and rental income all overlap • Future income: Emerging fine art income (institutional commissions, auction houses) that will eventually need its own tax treatment and estate integration • Ongoing continuity: I want someone who can work with my existing CPA (tax filing) and estate attorney without duplicating effort, taking a CFP-level planning role that neither currently fills WHAT I AM NOT LOOKING FOR • General financial wellness coaches • Advisors who only manage investment portfolios and collect AUM fees • Anyone who will redirect me back to a generalist or suggest I "talk to a CPA" — I have one • Template advice that does not engage with federal employee benefit structures specifically IDEAL BACKGROUND • CFP credential strongly preferred; CPA with retirement planning depth considered • Demonstrated experience with federal employee retirement (FERS, CSRS, TSP, OPM processes) • Hands-on S-Corporation tax strategy experience (not just bookkeeping) • Familiarity with real estate professional status (REPS) qualification and documentation • Ability to model multi-income-stream scenarios across a 3–5 year retirement transition horizon • Estate-aware thinking (LLC, S-Corp, and estate attorney already engaged) • Comfortable working alongside existing advisors as a planning coordinator, not a replacement • Patient, clear communicator — able to explain complex strategies in plain language and take time to ensure full understanding before moving to execution SCOPE OF ENGAGEMENT Phase 1 Review of existing financial documents, retirement projections, S-Corp structure, and real estate scenarios. Produce a prioritized tax reduction and retirement income strategy document with specific, actionable recommendations. Phase 2 (Ongoing — as needed): Quarterly check-ins, year-end tax planning coordination, S-Corp officer comp and distribution review, and as-needed consulting on real estate and art income decisions. BUDGET Open to discussion. Prefer hourly for Phase 1 with potential to establish a retainer for ongoing advisory. Please provide your hourly rate with your application. HOW TO APPLY Please respond with: 1. Your credential(s) and relevant specializations 2. A brief description of 1–2 engagements where you navigated a similar multi-stream situation (federal employee + small business, or federal employee + real estate) 3. Your approach to working alongside an existing CPA and estate attorney 4. Your hourly rate Applicants who send generic proposals without addressing the specifics above will not be considered. This is a U.S.-based engagement. Candidate must have working knowledge of U.S. federal employee benefits, IRS S-Corporation rules, and Virginia/Maryland/DC tax environment preferred.

  • Hourly
  • Intermediate
  • Est. time: More than 6 months, 30+ hrs/week

I am seeking an experienced attorney licensed in Arizona and/or California to serve as a Managing Attorney / Lead Attorney for a small remote legal practice focused on business transactions, contracts, and outside general counsel services. This role is intended for someone who can independently take over active legal practice duties, client communications, matter management, and day-to-day firm operations. I am stepping back from active practice due to an auditory disability. Communication with me must be primarily by email, with only limited calls of approximately 5–10 minutes when truly necessary. I am looking for an attorney who can assume primary responsibility for the work I previously handled myself, including substantive legal work, client-facing communications, and operational management. For the right person, I would also consider a longer-term succession arrangement or sale of the practice. Responsibilities may include: Taking over day-to-day legal operations and matter workflows Performing substantive business transactions, contracts, and general counsel work independently Drafting, reviewing, and negotiating commercial contracts Preparing and revising service agreements, vendor agreements, client agreements, independent contractor agreements, NDAs, consulting agreements, licensing agreements, SaaS agreements, and other business contracts Advising clients on business/legal risks, contract strategy, corporate governance, compliance, and practical deal issues Managing assigned client matters from intake through completion Handling client communications, counterparty communications, vendor communications, and stakeholder communications Reviewing and preparing legal correspondence, contract markups, policies, memoranda, board/shareholder materials, and other legal documents Managing deadlines, calendars, matter status, and follow-ups Supervising or coordinating with paralegals, contractors, administrative support, or outside counsel as needed, without relying on day-to-day supervision from me Creating and maintaining matter plans, task lists, and status reports Ensuring quality control, ethical compliance, confidentiality, conflicts compliance, and professional standards Maintaining and improving firm systems, SOPs, templates, and workflows Providing practical legal and strategic judgment on client matters Escalating only major risk, ethics, malpractice, or client relationship issues as needed Helping transition active matters and firm operations away from my direct involvement Ideal candidate: Licensed attorney in good standing in Arizona and/or California Strong experience independently handling business transactions, contract matters, and/or outside general counsel work Able to assume primary responsibility for active legal work and client communications Prior law firm management, supervising attorney, lead attorney, or fractional GC experience preferred Excellent contract drafting, issue spotting, legal analysis, and written communication skills Able to manage client communications and matter ownership with limited reliance on calls with me Highly organized and able to manage deadlines independently Comfortable working in a remote legal practice Practical, business-minded, and client-service oriented Able to manage both substantive legal work and operational workflows Familiar with legal ethics, confidentiality, conflicts, and professional responsibility obligations Comfortable using legal practice management and remote collaboration tools Nice to have: Dual licensure in Arizona and California Experience with solo or small firm environments Experience managing remote legal teams or contract attorneys Experience serving startups, small businesses, agencies, consultants, service providers, SaaS companies, or professional services firms Experience with corporate governance, entity formation, operating agreements, founder agreements, employment/contractor agreements, commercial transactions, privacy/data terms, and compliance matters Familiarity with Clio, MyCase, PracticePanther, LawPay, QuickBooks, Google Workspace, Microsoft 365, Slack, Notion, Asana, Trello, or similar tools Experience creating SOPs, templates, and matter-management systems Interest in a potential acquisition or longer-term succession of the practice Engagement details: Remote Part-time or fractional role to start, with potential for expanded responsibility Must be able to work independently and take ownership of matters Communication with me will be primarily by email, with calls limited to short transition calls as needed Compensation structure open to discussion based on experience, scope, and availability Potential practice sale or succession arrangement may be considered for the right attorney Please respond with: Your bar admissions and current standing, including Arizona and/or California Your experience managing business transactions, contract matters, and/or outside general counsel work Your substantive practice areas Your experience independently handling client communications and client matters Your experience supervising legal support staff or other attorneys Tools/software you are comfortable using Your availability, hourly rate, and preferred engagement structure Whether you would be interested in a potential practice purchase or succession opportunity A brief explanation of how you would step in to manage both firm operations and client legal work independently

  • Hourly
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

Restaurant Operations Systems Architect (SOPs, Manuals, Checklists & Complete Operating System) Overview I own two quick-service restaurants in California. I am looking for someone to help build the complete operating system for my business. This is NOT a Virtual Assistant position. This is NOT a restaurant manager position. This is NOT a customer service position. I’m looking for someone who can take everything that currently exists in my head and help turn it into documented systems that allow the business to operate consistently without constant owner involvement. Think of this as building the operations playbook for a restaurant that could eventually grow into multiple locations. ⸻ Project Goal By the end of this project, I want a complete operations manual that another owner or manager could use to run the business. I don’t want generic templates copied from the internet. Everything must be customized specifically for my restaurants. ⸻ Deliverables I expect you to help create and organize documentation including, but not limited to: Operations Manual * Complete restaurant operations manual * Standard Operating Procedures (SOPs) * Department organization * Process maps * Decision trees * Escalation procedures Management Systems * General Manager responsibilities * Assistant Manager responsibilities * Shift Leader responsibilities * Crew Member job descriptions * Accountability systems * Daily manager routines * Weekly manager routines * Monthly manager responsibilities * Performance scorecards Daily Checklists * Opening checklists * Shift change checklists * Closing checklists * Cleaning schedules * Equipment maintenance schedules * Food safety checklists * Hourly manager walkthroughs * Dining room inspections * Drive-thru inspections * Restroom inspections * Parking lot inspections Human Resources * Hiring workflow * Interview guides * New hire onboarding * Training plans * Training checklists * Progressive discipline process * Employee handbook organization * Attendance procedures * Call-out procedures Restaurant Systems * Inventory procedures * Ordering procedures * Cash handling procedures * Register counting procedures * Deposit procedures * Refund procedures * Customer complaint procedures * Equipment issue reporting * Vendor management * Preventive maintenance schedules Performance & Accountability * KPI dashboards * Labor tracking * Food cost tracking * Waste tracking * Ticket time tracking * Manager performance reviews * Shift audits * Store audits * Weekly operations reports Documentation * Digital filing system * Forms library * Templates * Logs * Checklists * Accountability documents ⸻ How We’ll Work I don’t expect you to know my business on Day 1. We’ll work together. I’ll explain how we currently operate, and your job is to organize, improve, document, simplify, and standardize those systems into professional operating manuals. I want someone who asks great questions and improves processes—not someone who simply types what I say. ⸻ Ideal Experience I’m looking for someone with experience in one or more of the following: * Multi-unit restaurant operations * QSR operations * Franchise operations * Operations consulting * SOP development * Business systems * Process improvement * Operations manuals * Training systems * Lean operations * Continuous improvement Experience with brands like McDonald’s, Chick-fil-A, Raising Cane’s, Starbucks, Taco Bell, In-N-Out, Wendy’s, or similar restaurant systems is a major plus. ⸻ Success Looks Like At the end of this project, my business should have documented systems for nearly every recurring task, making it easier to train employees, hold managers accountable, maintain consistency between locations, and reduce the owner’s involvement in day-to-day operations. This is expected to become a long-term relationship as we continue improving and expanding the business. ⸻ To Apply Please answer the following: 1. Tell me about your experience building operations systems—not just managing restaurants. 2. Have you created SOPs, manuals, or operational playbooks before? Please share examples. 3. Describe the largest operations manual you’ve built. 4. What software do you use for documentation and process mapping? 5. If you were hired today, what systems would you build first for a two-location quick-service restaurant? 6. Include the phrase “Systems First” at the beginning of your proposal so I know you read the entire posting. I am looking for someone who enjoys building businesses that run on systems instead of relying on one person.

  • Fixed price
  • Expert
  • Est. budget: $1,800.00

Overview: We are seeking skilled, detail-oriented page design contractors to produce readers, instructor manuals, and exams for middle and high school courses. This is a high-volume project with a 10-business day turnaround and an estimated time commitment of 30–50 hours. Contractors must deliver flawless work that requires minimal corrections. Regular check-ins via Google Meet and communication through Google Docs comments with our design team are required to ensure quality and alignment with established templates. Requirements: Expert-level proficiency in Adobe InDesign Personal access to both InDesign and Google Docs Ability to attend a 45-minute training session covering (required): Instructor manual and course reader templates Implementation of text variables Strong knowledge of InDesign features, including: Text variables Master pages Experience with high-volume, template-based layout projects Strict adherence to established templates (100% accuracy required) Strong attention to detail and commitment to error-free design Familiarity with instructional or educational content design Image & Asset Requirements: All images must be at least 300 effective PPI (vector or PNG preferred) Images that do not meet this standard must be recreated or replaced Acceptable image sources include: Adobe Stock Recreated assets AI-generated images are discouraged Workflow Expectations: Follow provided text variable key exactly as specified Communicate via: Google Docs comments Google Meet check-ins Revisions are required and handled through a Google Docs PDF comment workflow. Deliverables: Contractors must provide: Final PDFs Fully packaged InDesign files, including: INDD files Linked assets (including but not limited to images, fonts, etc.) PDFs All deliverables must be complete and up to date upon submission. Communication & Accountability: Respond to all emails and Upwork messages within 24 hours Failure to communicate within this timeframe may result in contract termination Missing a milestone deadline by more than 24 hours (without submitting all required work) will result in contract termination Missing required deliverables according to their stated milestone (pdf and packaged Indesign folders) may result in contract termination within 24 hours of missed milestone or due deliverables due date. Project Details: Contractors will manage the full design process: Initial layout in InDesign Final revisions via Google Docs comments Work must strictly follow predefined templates and sample courses Project scope includes: Five units of instructor materials Total length: approximately 200-500 pages Five Units Course Reader (if Applicable) Total length: approximately 200-500 pages Five Units Exams (if Applicable) Total length: approximately 30-55pages Milestones: Attend a required Adobe InDesign template and text variable training session. Submit 1 completed unit (for review and feedback). Complete remaining units (milestones 3–5), including revisions. Preferred Qualifications: Background in: Newspaper layout Academic publishing Curriculum design Ability to: Create original educational graphics Source high-quality charts/images (Adobe Stock, Wikimedia Commons) Application Instructions: Please include: Samples of relevant design work Ideal Candidate: The ideal candidate consistently produces high-quality, template-aligned work under tight deadlines and communicates effectively throughout the project lifecycle.

  • Hourly: $20.00 - $35.00
  • Entry Level
  • Est. time: Less than 1 month, Less than 30 hrs/week

Hi! All Works Property (residential property repair/maintenance/improvement business) is looking to connect with an independent Virtual Assistant. Experience using AI tools like ChatGPT and Claude, along with a solid understanding of the marketing funnel, is highly preferred. Example Tasks - Basic market and competitor research - Updating WordPress website content - Managing and updating social media profiles - Creating branded Canva templates and graphics - Writing social media captions using brand guidelines and marketing strategy - Public engagement and community interaction on social media - Creating mockups, diagrams, and simple workflows in Figma - General marketing and administrative support as needed If you're interested, please contact Sydney to connect. 1. What are your biggest strengths and weaknesses as a VA? 2. Which types of tasks do you enjoy the most/least? 3. What time zone are you in, and what are your typical working hours? 4. During your working hours, how quickly do you typically respond to messages?

  • Hourly: $15.00 - $114.00
  • Intermediate
  • Est. time: Less than 1 month, Not sure

Project Overview We are looking for someone with direct experience working with the Alcohol and Tobacco Tax and Trade Bureau (TTB) and industrial alcohol regulations to guide us through the entire compliance process required to legally import (if applicable), purchase, warehouse, distribute, and sell SDA-40B in the United States. Scope of Work 1. TTB Permit & Registration Determine the correct TTB permit(s) required for our business model. Prepare and submit all required TTB applications. Assist with obtaining approval through TTB Permits Online. Review our corporate documents and ensure they satisfy TTB requirements. Respond to any TTB Requests for Information (RFIs) until approval is granted. Advise whether additional federal registrations or permits are required beyond TTB. Deliverables At the end of the engagement, we expect to receive: Completed TTB permit application(s). A written compliance checklist. Standard Operating Procedures (SOPs). Packaging and labeling guidance. Federal compliance checklist. State compliance roadmap. Recordkeeping templates. Filing calendar. Compliance manual for our business. Recommendations for any additional licenses or permits required. Preferred Qualifications Applicants should have: Experience obtaining TTB Industrial Alcohol permits. Experience with Specially Denatured Alcohol (SDA) regulations. Knowledge of SDA-40B compliance. Experience with industrial alcohol distributors. Regulatory or legal experience with TTB. Knowledge of OSHA, DOT, EPA, and applicable state regulations. Experience preparing compliance manuals and SOPs. Experience assisting companies through TTB inspections or audits.

  • Hourly
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

PR for Writers, a division of Anthony Mora Communications, is a Los Angeles-based PR firm with over 35 years in business. We specialize in national media placements for fiction and nonfiction authors and pitch authors' properties directly to Hollywood producers and studios through our Books to Films division. We are looking for an experienced LinkedIn outreach specialist to help us connect with authors, writing coaches, and small publishers who could benefit from our services. What You'll Do - Research and identify authors and writing-adjacent professionals on LinkedIn who fit our client profile - Send personalized, conversational connection requests and follow-up messages — no templates, no spam - Nurture conversations naturally toward a discovery call with our team - Manage and track outreach in a simple CRM or spreadsheet - Report weekly on connections made, responses received, and conversations in progress What We're Looking For - Proven experience with LinkedIn organic outreach — please share examples and results - Strong conversational writing skills — you write like a human, not a bot - Experience working with service businesses, creative professionals, or the publishing industry is a strong plus - No automation tools — we want genuine one-to-one outreach only - Self-directed and organized with minimal supervision needed What Success Looks Like Quality conversations with the right people. We're not looking for volume — we're looking for authors who are genuinely interested in learning more about what we do.

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