This section outlines the types of financial services you can expect to find in our 'Finance Services' category. We offer a comprehensive range of financial solutions organized under several key subcategories:
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Includes:
- Fractional CFO services
- Financial Reporting Services
- Bookkeeping
- Payroll Management
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Offers:
- Tax Returns
- Tax Identification Services
- Tax Planning
- Tax Compliance
- Tax Exemptions
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Features:
- Due Diligence
- Asset Valuation
- Mergers and Acquisitions Advisory
- Corporate Finance Strategy
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Covers:
- Budgeting and Forecasting
- Financial Modeling
- Cost Analysis
- Stock Analysis
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Provides:
- Personal Budget Management
- Investments Advisory
- Online Trading Lessons
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Includes:
- Investors Sourcing
- Funding Pitch Presentations
- Fundraising Consultation
Freelancers are required to strictly adhere to legal and ethical standards, for transparency and accountability in financial dealings. It is crucial for the integrity of our marketplace that all services comply with applicable laws and industry regulations.
Clients are encouraged to:
- Message the freelancer to discuss their professional background, experience, and previous work.
- Request documentation that verifies any certifications or licenses claimed by the freelancer, that are essential to provided service.
- Clarify expectations about the deliverables, timelines, and compliance with regulatory requirements.
Clients
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- Utilize consultancy services to better understand financial management and planning.
- Engage with professionals for specific tasks like bookkeeping, tax filing, or preparing financial reports following legal standards.
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- Do not engage services to manipulate financial data or participate in any form of financial fraud.
- Do not request services that involve unauthorized trading or investment advice or services if the freelancer is not certified or licensed to provide such services.
Freelancers
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- Clearly disclose your qualifications, certifications, and areas of expertise.
- Provide transparent, compliant, and ethical financial services according to the scope agreed upon with the client.
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- Do not offer advice or services for which you are not qualified or licensed.
- Avoid engaging in or promoting any activities that could be considered fraudulent or illegal under financial regulations.
Important notice on screening:
Our platform does not conduct a screening process for the financial services listed under each subcategory. While we strive to foster a marketplace of integrity and professionalism, we recommend that buyers engage directly with freelancers to verify their qualifications and certifications to provide their respective services. It is crucial for you to ensure that the service provider you choose meets all necessary standards for the task at hand.
- Services must not involve the management of investment funds, securities, or any other regulated financial instruments or services without proper licensure and compliance with applicable laws.
- Services should not include or promote illegal tax evasion strategies or any activities that are deemed unlawful under applicable tax laws.
- freelancers must not provide licensed professional services without the required certifications and/or qualifications, ex. legal counsel, financial or tax advice, etc.
Read more in Fiverr's Community Standards.
Enforcement:
Violations of these guidelines can result in account suspension or permanent suspension of account. We are committed to maintaining a trustworthy and secure marketplace. If you encounter any behavior or content that violates our policy, please report it immediately.
Read more about how we enforce our policies.