Hello, I'm 𝐉𝐞𝐩𝐩𝐞, a finance expert and certified Accountant with more than 𝟭𝟬+ 𝗬𝗲𝗮𝗿𝘀 of experience in handling finances for big companies. I'm dedicated to improving processes by putting strong rules and systems in place within the company. I'm a 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲 and 𝗫𝗘𝗥𝗢 Pro-adviser, I've been in this field for over 𝟭𝟬+ 𝗬𝗲𝗮𝗿𝘀. I'm skilled at organizing financial records, setting up company accounts, and ensuring bank statements are accurate. I specialize in planning budgets, predicting financial trends, and analyzing cash flow. I've helped companies save time and money by automating tasks and creating detailed financial plans. I'm proficient in various software tools like 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞, 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐃𝐞𝐬𝐤𝐭𝐨𝐩, 𝐗𝐞𝐫𝐨, 𝐒𝐀𝐏 𝐚𝐧𝐝 𝐎𝐫𝐚𝐜𝐥𝐞 𝐍𝐞𝐭𝐒𝐮𝐢𝐭𝐞. My job involves managing money coming in and going out, taking care of banking details, and making sure all the accounts are balanced correctly.
𝐘𝐨𝐮'𝐥𝐥 𝐠𝐞𝐭 𝐟𝐫𝐨𝐦 𝐦𝐞:
✦ Financial Analyst Services
✦ Financial Analyst Consulting
✦ Financial modeling, Financial Reporting
✦ Investment Manager, Investment analysis
✦ Investment Analyst, Investor Pitch Deck
✦ Financial Analysis & Valuation
✦ Microsoft Excel, Budgeting and Forecasting
✦ Investment Management, Cash Flow Optimization
✦ Financial planning
✦Financial management, Financial statement
✦Financial markets, Financial services
✦Financial modeling, Financial advisor
✦Financial literacy, Financial risk
✦Financial institution, Financial forecasting
✦Financial accounting, Financial independency
✦ Financial strategy
✦ Financial consultant, Financial reporting
✦ Financial investment, Financial technology
✦ Financial decision-making, Financial regulation
✦ Financial sustainability, Financial analysis software
✦ Financial market analysis, Financial statement analysis
✦Financial performance, Financial benchmarking
✦Financial risk management
✦ Risk Management, Financial Reporting
✦ Budgeting & Cost Control, Fractional CFO
✦ Financial Modeler, Business & Financial Analyst
✦ Financial Management/CFO, CFO Financial Modeler
✦ CFO Financial Analyst, Valuation Expert
✦ Accounting & Taxation, Financial model
✦ Financial Planning, Fundraising
✦ CA | CFA, Business Valuation and Forecasting
✦ Business plan & Deck, Market Research
✦ Company Valuation, Tax Preparation
✦ Accounts Receivable, Accounts Payable
✦ Bookkeeping software, Bookkeeping services
✦ Bookkeeping basics, Bookkeeping accountant
✦ Bookkeeping, Bookkeeper
✦ Accountant Consultant, Accountant Specialist
✦ Accountant Bookkeeper, Accountant Analyst
✦ Accountant CPA, Accountant Manager
✦ Accountant Virtual Assistant, Accountant Tax Expert
✦ Accountant Financial Advisor
✦ Accountant Auditor, Accountant Payroll Specialist
✦ Accountant Data Entry, Accountant QuickBooks ProAdvisor
✦ Accountant Excel Specialist, Accountant Budget Analyst
✦ Accountant Forensic Specialist, Accountant Tax Preparer
✦ Accountant Financial Planner
✦ Bookkeeper training
✦ Bookkeeper for entrepreneur, Bookkeeping and accounting
✦ Bookkeeping for taxes, Bookkeeping for traders
✦ Nonprofit Bookkeeping
✦ Bookkeeping for landlords
✦ Real-Estate Bookkeeping
✦ Profit First Bookkeeping
✦ Bookkeeping for small business owners
✦ Bookkeeping
✦ Accounts Receivable
𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬:
🏷Budgeting and Forecasting
🏷Financial Modeling and Analysis
🏷KPI Reporting Dashboards
🏷Budget Analysis
🏷Business Plan Pro-Forma
🏷Investor Pitch Decks
𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠:
➡Fractional Controller Services
➡Month-End Close and Reporting
➡Full-Service Bookkeeping
➡Inventory Accounting and Fixed Assets
➡Internal and External Audits
➡Business Tax Preparation
𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲:
⭐Strategic Planning and 5-Year Plans
⭐Financial Management and Reporting
⭐GAP Analysis and Cost Reduction
⭐Streamlining Operations and Processes
⭐Raising Capital and Financing
⭐Mergers and Acquisitions
𝗛𝗼𝘄 𝗜 𝗰𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲 𝗺𝘆 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝘁𝗼 𝗺𝗲𝗲𝘁 𝘆𝗼𝘂𝗿 𝘂𝗻𝗶𝗾𝘂𝗲 𝗻𝗲𝗲𝗱𝘀:
- I create financial models just for you, adjusting to your schedule and exact needs.
- My forecasts are based on solid research, making your financial projections credible.
- I craft professional presentations with easy-to-understand visuals and clear explanations.
- I ensure accuracy with thorough checks at every step, so your calculations are error-free.
𝑻𝒐𝒐𝒍𝒔 𝒂𝒏𝒅 𝑻𝒆𝒄𝒉𝒏𝒐𝒍𝒐𝒈𝒚 𝑰 𝒘𝒐𝒓𝒌 𝒘𝒊𝒕𝒉:
𝟏. QuickBooks
𝟐. Xero
𝟑. FreshBooks
𝟒. Wave Financial
𝟓. Bloomberg Terminal
𝟔. FactSet
Feel free to message me to discuss how I can support you with your next project.
Best Regards
-𝐉𝐞𝐩𝐩𝐞.
PS. Due to the huge interest from UpWork clients, my smallest engagement is $500 per month.