Financial Audit & Potential Customer Survey
Budget: $30 – $250 USD
I’m looking for one partner who can tackle two related assignments at the same time.
First, I need a rigorous financial review of our books—an end-to-end audit that tests controls, validates the accuracy of statements, flags risks, and finishes with a clear, actionable remediation roadmap. An executive summary, detailed findings, and working papers should all be part of the final package.
Second, I want a marketing survey targeted strictly at potential customers who match our ideal-buyer profile but have not purchased from us yet. Your role is to craft the questionnaire, recruit respondents, collect and clean the data, then turn it into an insights report that reveals purchase barriers, awareness gaps, and product expectations. Visual dashboards or slide decks that make the data easy to digest are encouraged.
Because the two projects will run in parallel, coordination matters. While each stream remains independent, any crossover insight that can strengthen strategy is welcome. Please walk me through your methodology, preferred audit standards, data-collection tools (e.g. Excel, Power BI, Qualtrics, SurveyMonkey), sample size assumptions, and timeline.
Deliverables
• Comprehensive financial audit report with supporting schedules
• Survey instrument, raw response data, and analysis deck
• Joint insights memo highlighting actionable overlaps
I’d like everything wrapped up in roughly six weeks, though I’m open to a phased plan if that produces stronger results.
First, I need a rigorous financial review of our books—an end-to-end audit that tests controls, validates the accuracy of statements, flags risks, and finishes with a clear, actionable remediation roadmap. An executive summary, detailed findings, and working papers should all be part of the final package.
Second, I want a marketing survey targeted strictly at potential customers who match our ideal-buyer profile but have not purchased from us yet. Your role is to craft the questionnaire, recruit respondents, collect and clean the data, then turn it into an insights report that reveals purchase barriers, awareness gaps, and product expectations. Visual dashboards or slide decks that make the data easy to digest are encouraged.
Because the two projects will run in parallel, coordination matters. While each stream remains independent, any crossover insight that can strengthen strategy is welcome. Please walk me through your methodology, preferred audit standards, data-collection tools (e.g. Excel, Power BI, Qualtrics, SurveyMonkey), sample size assumptions, and timeline.
Deliverables
• Comprehensive financial audit report with supporting schedules
• Survey instrument, raw response data, and analysis deck
• Joint insights memo highlighting actionable overlaps
I’d like everything wrapped up in roughly six weeks, though I’m open to a phased plan if that produces stronger results.