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based on 9,555 client reviews
  • US$75 hourly
    Writer, Analyst Economic, Political and Financial Spheres Skilled, accomplished writer and financial analyst, endorsed by: -Series 65 Certification, licensed financial advisor -Published works on financial analysis website Seeking Alpha and the Naval Institute's 'Proceedings' -Winner of the 2018 Ayn Rand Institute International Essay Contest -Recent GRE: 170 Verbal (Perfect Score), 167 Quant, 5.5 Writing (98th Percentile) -An extensive client history here on Upwork Experience in financial analysis, investor relations, and academic support. Offering these services in a variety of capacities at an excellent value.
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    Economics
    Copywriting
    Writing
    Translation
    Content Marketing Strategy
    Cover Letter Writing
    Tutoring
    Financial Analysis
    White Paper
  • US$200 hourly
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for pitch decks, financial modeling build-outs, financial forecasting, M&A, business planning, underwriting due diligence, and valuations on B2B, CRE, D2C, and B2C transactions. If you are looking to grow your business, need interim CFO services to help your business grow, participate in a merger, acquire a business, or seek capital for your venture in our capital markets, I’m the guy people talk to here because I have 30 years of experience in the field. Yeah, I’m that end-to-end guy who can help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side/Your Side Always. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it.
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    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • US$165 hourly
    Hello. Are you launching a startup? Looking to propel your company? With 25+ years in investment banking, venture capital, and startup finance, I've worked with hundreds of startups and early-stage companies. My toolkit? Developing powerful and effective financial models, pitch decks, and business plans. But it's not just about creating the right tools. It's about deploying them with precision. That’s where I can assist you even more. I will help you understand investors and the fundraising process, ensuring your venture is not just another pitch but one investors stand up and take notice. Spotting what investors crave and catching potential deal-breakers is my forte. Think of me as your fundraising strategist – understanding the investor psyche, anticipating their questions, and setting you apart. My journey spans co-founding a venture capital firm, leading an investment banking firm, and igniting the growth of early-stage tech powerhouses. I have lived the entrepreneur life, been the bridge between startups and capital giants, and navigated the intricate waters of private equity. What excites me? The spark of potential. The thrill of turning a vision into a funded reality and working side-by-side with founders like you, creating strategies that resonate and results that exceed expectations. Let's have a chat! Dive into your aspirations, challenges, and goals. Together, we can make your startup journey unforgettable. Ready to elevate your company? Drop me a message. Let's talk. Cheers, Kim
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    Financial Projection
    Investor Overview
    Strategy
    Venture Capital Consulting
    Corporate Finance
    Business Plan
    Business Coaching
    Management Consulting
    Presentations
    Startup Consulting
    Financial Modeling
  • US$75 hourly
    If you are in need for an experienced bookkeeper and use QuickBooks Online - look no further. Highly reliable, ethical and client-focused bookkeeper focusing on Quickbooks Online. If you've ever said "My books are a mess" or "I just need help!" then I'm the bookkeeper for you. No books are beyond saving, let me do the hard work for you so you can focus on what matters most - your business! What can I do for YOU? - Setting up new Quickbooks Online accounts - Accounts Payable/Receivable - Quickbooks Online training (my favorite!) - Forensic Accounting - Finding, investigating and fixing incorrect transactions - Bank/Credit Card reconciliations - Payroll (Gusto Partner) - Maintaining books by coding transactions and keeping the financials clean for decision making - Financial Reporting - Automation & setting rules - App Integration (A2X, Gusto, Paypal, Etsy, Amazon, etc) - Journal entries (accruals, amortizations, loans) - TSheets/QuickBooks Time (Partner & Certified) - Job/Project Costing - Depreciation tracking - A/R Factoring Some examples of successes with past clients: - Uncovered proof that an employee had embezzled over $1M from a client over several years. The proof that I found directly led to a conviction - Reconciled 5+ years of books for a client with several bank accounts that had ignored their books entirely. They were able to have clean books caught up to date and able to file their taxes - Advised several clients on how to save hundreds (to thousands) of dollars in areas such as credit card fees, payrolls, and deductions they were missing out on A little info about me: I'm the owner of Lone Star Bookkeeping, LLC which focuses on Quickbooks Online bookkeeping and accounting solutions for SMB clients. I pride myself on my speed, accuracy and integrity and I always put my clients' needs and timelines before my own. I'm a Quickbooks Online Advanced Certified ProAdvisor and have a BBA in Accounting from UT Arlington. I thoroughly enjoy taking on new clients, getting to know them and dive into their books to fix or uncover any issues they're concerned with. My background includes clients in the following fields: Oil & Gas, Doctor/Therapist offices, Manufacturing, Service Companies, e-commerce & physical retailers. My past roles include being a CFO, Controller, Accountant, Inventory Manager, and a Purchasing Manager. I have 15+ years of experience. My specialty has become fixing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients' books so they can make the decisions they need to for their business. My passion is teaching my clients by sharing my expertise so they understand why accurate bookkeeping is important and how it can affect their business and tax implications. I'm most rewarded by the client being happy with my work and hopefully leading to long-term business relationships. I put everything I have into my business. Gaining your respect and your business as a satisfied long-term client is my foremost goal. Choosing the right bookkeeper for your business can seem overwhelming and scary at times. Please feel free to read the reviews of some of my past clients, and allow me to put you at ease knowing that you're making a great decision. I welcome you to invite me to interview for your bookkeeping position and I'm looking forward to speaking with you soon! - Mark Flores Lone Star Bookkeeping, LLC
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    Balance Sheet
    Bookkeeping
    QuickBooks Online
    Bank Reconciliation
    Account Reconciliation
    Financial Accounting
    Training
    Intuit QuickBooks
    Financial Statement
  • US$99 hourly
    ✅Let's build a data-driven financial system to support decision-making to achieve exponential growth in Revenue, Profit, Cashflows, and Valuation to scale your Business to the next level. An experienced CFO/financial consultant/Financial analyst/Financial Modeler/M&A with 16+ years of experience and highly recommended feedback by clients! ✅Systematic approach to add Excellent Value to your Business: ✔Strategic Business & Financial Analysis to build a data-driven financial system; ✔Then a detailed report with findings & recommendations will be presented to CEO/Founder to understand the weak areas; ✔Implementation of strategic financial management plans to foster long-term growth; ✔Creation of optimal capital and operational budgets to ensure short and long-term business sustainability; ✔ Accurate financial projections that provide insights into your company's future outlook. ✔Development of groups of businesses to generate maximum returns while mitigating risks. ✔Crafting of optimum production and sales plans to maximize profits with existing resources. ✔Breakeven and cost-volume-profit (CVP) analysis to sustain profitability. ✔Implementation of best strategies for working capital management to minimize financing costs. ✔Optimization of capital structure to reduce financing expenses and enhance returns. ✔Business analysis to identify and eliminate inefficiencies, saving your business from potential losses. ✔Business reengineering to eliminate inefficiencies and establish continuous monitoring systems. ✔Development of new standard operating procedures to add value and enhance controls. ✔Budgeted cash flow management to ensure efficient fund allocation and save up to 50% on financing costs. ✔Product costing, forecasting, budgeting, and variance analysis to minimize business expenses by 20-30%. ✔Optimal working capital management to reduce financing costs by up to 50%. ✔Capital raising strategies utilizing long-term and short-term financing resources. ✔Creation of an optimum production plan that maximizes profits within available funds, resulting in a 20-30% increase in gross profits. ✔Investment appraisal using ROI, IRR, NPV, and Payback methods to drive rational decision-making for capital expenditures. ✔Investment strategies that identify and build the best business segments, projects, and products. ✔Growth hacking financial strategies tailored for startups as well as small and medium Businesses. ✔Business valuation for mergers and acquisitions to leverage economies of scope and scale. ✔Strategic business planning to propel your company to the next level. ✔Expertise in accounting, tax planning, audit, and financial management to ensure sustainable profits. ✔Financial dashboard implementation to effectively manage key financial indicators. ✔Risk management strategies for long-term business sustainability. ✔Application of IFRS and GAAPs for accurate accounting and preparation of financial statements. ✅ Served the following Industries: E-commerce, SAAS, Health Care(Clinics Network), Digital Marketing, Renewable Energy(Solar and Wind), FMCG, Blockchain, Cryptocurrency, Web3.0, Retail Business, Fashion and apparel, Real Estate, PropTech, Construction, Architecture/Interior Design Services, Artificial Intelligence, Cleaning Company, Fintech, MedTech, EdTech, Tech Startups, Logistics, Food & Beverages and Multinational Corporations with annual revenues ranging from $10 million to $1 billion, I bring a wealth of financial and operational acumen to the table. ✅Why Choose Me? ✅ An experienced CFO/financial consultant/Financial analyst/Financial Modeler/M&A with 16 years of Experience with the transformative power of strategic financial planning and management, your ultimate CFO partner. Elevate your business to new heights and unlock its true potential with my expertise and passion for strategic insights with strategic Fractional CFO, financial analysis, and financial Modeling services. ✅Fundraising: Raised over $365m As a fractional CFO, I have successfully raised a staggering $365 million for pre-seed to series C startups and scale-ups, propelling them toward remarkable growth and eventual exit. My track record speaks volumes about my ability to implement effective business metrics and key performance indicators (KPIs), ensuring your progress aligns with funding milestones like series A, B, and beyond. Choose me as your fractional CFO, my expertise will take your business to unprecedented heights. ✅How to get work done? 1. Send me an offer(Hourly Rate/Fixed rate) to start work OR 2. Send me a direct message to discuss the scope of work OR 3. Send me an invitation to get a detailed proposal OR 4. Book 30 minutes Consultation OR 5. Buy a service from my catalog as per your business needs.
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    Finance
    Finance & Accounting
    Financial Statements Preparation
    Financial Risk
    Financial Plan
    Financial Planning
    Financial Model
    Financial Report
    Financial Analysis & Valuation
    Financial Variance Analysis
    Financial Consulting
    Financial Management
    Financial Analysis
    Financial Modeling
    Financial Projection
  • US$65 hourly
    Are you feeling overwhelmed by messy books and bookkeeping chaos? Are you struggling to find the time to manage it all? Let me turn your bookkeeping stress into financial clarity! As a seasoned bookkeeper with over 15 years of experience, I specialize in helping service-based business owners like you streamline their financial processes using QuickBooks Online. Here's how I can make a difference for your business: Customized Company Set-Up & Historical Cleanup Services: Whether you're starting fresh or need to clean up existing records, I'll tailor solutions to get your books in perfect order. Account Reconciliation: I ensure every transaction is accounted for with meticulous bank and credit card statement reconciliation. Accounts Payable & Receivable Management: Stay on top of your cash flow with professional payables and receivables management. Payroll Administration: Simplify payroll processes and ensure your team is paid accurately and on time! When you choose to work with me, you're not just hiring a bookkeeper but partnering with a dedicated professional committed to transforming your business finances. With my expertise, you can confidently focus on what you do best—growing your business—while I ensure your books are accurate and up to date. Ready to reclaim your time and bring order to your finances? Contact me today for a free consultation and take the first step towards financial clarity and business growth!
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    Account Reconciliation
    Financial Report
    Income Statement
    Video Cleanup
    Financial Statement
    Bookkeeping
    Payroll Accounting
    Cash Flow Statement
    Accounts Payable
    Intuit QuickBooks
    Bank Reconciliation
    Accounts Receivable
  • US$125 hourly
    Hello, I am a CPA with over 25 years of public accounting experience providing tax, accounting and payroll services to a wide range of businesses. Services provided include the preparation of federal, state and local income tax returns for individuals, partnerships, corporations, tax-exempt organizations…etc. I provide tax debt resolution services to clients located across the U.S. and abroad to obtain IRS and state tax debt relief via settlement at the lowest amount allowed by law. Our services include preparing any back tax returns to bring the client into compliance, analysis of a client's financial situation/information, plan and implement the best approach to resolve the tax matter...etc. I also provide financial statement preparation services to include assistance with Excel, Quickbooks Online, Wave and Xero which includes include general ledger review, account clean-up, necessary general ledger account adjustments under the guidelines of US generally accepted accounting principles, (GAAP), to produce quality financial statements. I also provide financial statement compilation and agreed upon procedure services on a limited basis for clients in various industries. For years, I have also been assisting non-US citizens with their US tax implications due to their ownership of US business entities. Sincerely, Eric Rippeth, CPA
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    QuickBooks Online
    Xero
    Startup Consulting
    Cryptocurrency
    Wave Accounting
    Tax Law
    IRS Income Tax Audits
    CPA
    Balance Sheet
    Income Statement
    Tax Preparation
    Chart of Accounts
    Financial Report
  • US$30 hourly
    CPA Reviewed Financial Statements , CPA Audited Financial Statements, CPA Letter, CPA US Hi, Active CPA US and CMA having more than 7 year of working experience in Accounts and Financial Management. Here are the services we are providing to our valuable clients; 1. Advanced financial modeling and forecasting, I am able to prepare complex models which can be presented to investment banks/VCs with all financial statements. 2. Review Audit and Sign Financial Statement, CPA Letter. 3. Cost and Management Accounting numerical including, Budgeting, Forecasting, Planning, Process Costing, Batch Costing, CVP analysis. 4. Cash Flow Statement Analysis. 5. Tax Preparation and file company returns. 6. Finalizing management accounts with graphical presentation. 7. Product Costing, Variance Analysis and utilizing cost management technique. 8. Receivables and Payable Management. 9. Conduct company audit internal and external. 10. Business Valuation, NPV, IRR, EPS, ROCE, and other financial ratios analysis. 11. Business Vs Merger viability and target acquisition analysis. 12. Advanced excel expert. 13. Helping in assignment relating to accounting, finance, budgeting, etc. "Quality work with strong commitment for client satisfaction is my first and foremost priority"
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    Finance & Accounting
    Account Reconciliation
    Financial Consulting
    Intuit QuickBooks
    Financial Management
    Financial Analysis
    Cash Flow Statement
    Bookkeeping
    Financial Statement
    Account Management
    CPA
    Bank Reconciliation
    Financial Audit
    Chart of Accounts
  • US$15 hourly
    Hi I'm Melody Im a Professional Bookkeeper with 24yrs working experience. I help business owners fix their messy books and catch up with their books and achieve their target income through proper monitoring of accounts. Good bookkeeping helps you increase your profit, lessen your tax and avoid penalties. Having accurate financial reports can help you step ahead with your business goals and targets. I'm a Professional Bookkeeper with Managerial background. In 22 years, it helped me enhance my skills in handling bookkeeping, accounting, and managerial tasks. Handling different operations such as lending, consumer, food and beverage businesses. I help them increase their profit from 5 figures to seven figures consistent for 6 years. I graduated with Bachelors's Degree in Accountancy with 22 yrs working experience in the field and 5yrs experience working online. Im a top-rated freelancer in this platform. With previous clients in different industries such as Property Rental, Real Estate, Trucking Business, Medical & Health Businesses, Training Business, Car Rental, Bookkeeping Firm, Auditing Firm, a Software company, Fitness & Wellness coach,Outsourcing Business, Tax Firm, Food and Beverages and E-commerce businesses. With countries such as Malaysia, USA, Canada, and Australia. Previous Projects: Clean up of books Catch up with their book Bank Reconciliation Account Categorization Monthly Financial Reports Monthly updating of books Summarizing Bank transactions Need help with your business? Let's discuss your goal and I will help you. Services Offered: * Set up accounting software using Xero, Quickbooks Online, Quickbooks Desktop, Zoho and Wave * Set up Chart of Accounts Prepare Financial Statements using accounting software and other tools * Clean-up and Catch-up * Accounts Receivable * Accounts Payable * Invoicing * Inventory Monitoring * Financial Forecasting * Budgetting * Bank Reconciliation * Fix and reconcile Undeposited Funds * Quickbooks Online Pro Advisor * Xero Advisor Hard Skills: Quickbooks Online Quickbooks Desktop Wave Accounting Xero Zoho Data Entry File Conversion Social Media Management Financial Reports Financial Statements Profit & Loss Statement Balance Sheet Statement of Cash Flows Internal Control Feasibility Study Forecasting Budgeting Applications and Tools, website I use: Google Sheet Airtable Google Docs Microsoft Excel Microsoft Word Trello Notion Click-up Shopify Microsoft Office 365 Asana Stripe Paypal Woo-commerce Slack Aliexpress Doordash Foodager Toast Uber Buildertrends AppFolio Knowledge with Pivot and excel formulas If you liked what you see on my profile, kindly send me an interview, and I'm just one invitation away.
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    Airtable
    Accounting
    Buildertrend
    Financial Accounting
    KPI Metric Development
    Excel Formula
    Xero
    Stripe
    QuickBooks Online
    Wave Accounting
    Financial Statement
    Income Statement
    Bookkeeping
    Cash Flow Statement
    Bank Reconciliation
    Balance Sheet
  • US$40 hourly
    I'm Zimon Ng, a seasoned CPA from Singapore with a strong academic background in Accounting and valuable certifications such as the Financial Modeling & Valuation Analyst (FMVA). Proficient in Cantonese, Mandarin, and English. Professional Background: - Over 3 years of experience in a commercial role within a multinational corporation (MNC) - Over 7 years as an external auditor in an audit firm - Expertise in the corporate landscape and financial operations scrutiny Entrepreneurial Journey: - August 2021: Transitioned into freelancing - August 2022: Established ZnGen Biz Solution LLP with one assistant - Managed over 20 accounts, with 15 regular clients - Client base includes Small and Medium-sized Enterprises (SMEs) in various sectors Services Offered: - Accountancy - Tax services - Financial reporting - Financial analysis - Customized solutions for clients Business Philosophy: - Dedicated to providing top-notch service - Building long-lasting client relationships - Committed to delivering high-quality financial services to small businesses across diverse industries - Facilitating their growth and prosperity
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    CPA
    Xero
    Bookkeeping
    Financial Statement
    Financial Reporting
    Data Entry
    Intuit QuickBooks
    Financial Report
    Tax Return
    Income Statement
    Financial Audit
    Microsoft Excel
    Accounts Payable
    Accounts Receivable
  • US$20 hourly
    Hello! Thank you for checking my profile! Please see my qualifications as follows: 👍✔High attention to detail with strong analytical skills. 👍✔10+ experience in full-cycle accounting 👍✔Proficient in Accounting, compliance with GAAP, and Audit 👍✔Intermediate in Financial Modeling in Excel Conversant and experienced in using ERP systems 👉Oracle Netsuite 👉Quickbooks 👉Microsoft AX or Navision 👉Xero 👉JET Reports 👉Hotel System EPITOME 👉Solution 7 👉Advanced knowledge of Microsoft Office (emphasis on Excel & Access) Additions ✍I am flexible and always interested in learning new things and equipping myself with new skills. 😍 Cat Lover
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    Bill.com
    Microsoft Office
    Google Apps Script
    Multiple Email Account Management
    ERP Software
    Financial Report
    Accounting
    Accounts Receivable
    Accounts Payable
    Microsoft Excel
    General Ledger
    Oracle NetSuite
    Intuit QuickBooks
  • US$150 hourly
    --MBA with Wall Street experience (American University, Deutsche Bank) --15 years at IBM Consulting --Write white papers, business cases, pitch decks, web content and press releases --Journalism clients include The Economist Group, Investor's Business Daily, Newsday, Palm Beach Post, Institutional Investor's Alpha, The Industry Spread and DealFlow's Alternative Lending Report --Presently writing and editing feature articles for AlphaSense, Global Finance magazine, HFM, the Sharestates blog and others --Ghostwriting newsletters and market forecasts for two pension funds --Served on staff at Rodale Press, (Fort Lauderdale, Fla.) Sun-Sentinel and ChemicalWeek --Board member, New York Financial Writers Association
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    Content Writing
    Financial Prospectus Writing
    FinTech Consulting
    AI Content Creation
    Cryptocurrency
    Journalism Writing
    Search Engine Optimization
    Information Technology Strategy
    Content Strategy
    Blog Writing
    White Paper
    Creative Writing
    Ebook
  • US$50 hourly
    I work as an investment analyst, helping clients find profitable opportunities in the global stock, bond, commodity, and currency markets. Expanding one's horizon across asset classes increases risk-adjusted returns by allowing for more selectivity and diversification. I've also completed the Chartered Financial Analyst (CFA) Program and have extensive macroeconomic experience. Furthermore, if your intelligent ideas struggle to connect with a literary canvas, you’ve come to the right place. I’ve written press releases, blogs, guides, PPT presentations, website and webinar texts, e-books, social media posts, marketing emails, research reports, and more. In addition, client satisfaction and economic results are at the heart of every story, and I’m eager to craft yours today.
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    Project Risk Management
    Business Proposal Writing
    Financial Planning
    Sales Writing
    Social Media Copy
    Marketing
    Business Writing
    Chartered Financial Analyst
    Equity Research
    SEO Writing
    Website Copywriting
    Technical Writing
  • US$89 hourly
    As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons
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    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
  • US$30 hourly
    Hello and welcome to my profile! I am a dedicated ACCA member with a strong background in accounting and finance, specializing in a wide range of services to meet your business needs. My services encompass: Bookkeeping which includes organizing financial data, reconciling accounts, and generating insightful reports that provide a clear picture of your company's financial health. Preparing year-end financial statements that comply with accounting standards and regulations. Corporation Tax, Personal Tax and VAT registration and preparation of returns. Data Analytics Expertise with a strong proficiency in Microsoft Excel, Power BI, Tableau, Python, and SQL.
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    Xero
    Product Research
    Value-Added Tax
    Amazon PPC
    Bookkeeping
    Amazon FBA
    Intuit QuickBooks
    Financial Projection
    Account Reconciliation
    Financial Report
    Balance Sheet
    Tax Preparation
  • US$65 hourly
    Hello there! I'm thrilled to introduce myself as a highly professional ✅ ELITE Level Quickbooks ProAdvisor and a ✅ TOP-RATED PLUS ELITE Freelancer on Upwork, specializing in accounting compliance services. With over 10 years of experience in the field of accountancy, I've had the pleasure of working with a variety of small to mid-size companies across different industries. From the fast-paced world of e-commerce to the inspiring realm of non-profit organizations, I've gained valuable insights into the unique financial needs of each sector. My passion for accounting goes beyond crunching numbers. I'm a firm believer in the power of process improvement and am well-versed in both theory and practice as a result. I take immense pride in my work and strive for excellence in everything I do. My goal is to provide you with top-notch accounting services that are both efficient and reliable. So, if you're looking for someone who can ensure your financial records are in tip-top shape and compliant with all regulations, look no further! I'm here to make your accounting journey a smooth and hassle-free one. Let's work together to achieve financial success! 🔢 My stats: ⚡︎ Upwork TOP RATED PLUS Controller/Accountant/QBO ProAdvisor ⚡︎ $300k+ earned on Upwork ⚡︎ 6900+ Upwork hours ⚡︎ 80 successfully completed jobs ⚡︎ 10+ years of experience FEEDBACK FROM MY CLIENTS: 🏆 "Yulia is exceptional at ... utilizing technology to build process improvements and efficiencies." 🏆 "Yulia, really has the right mindset to automate processes and has a good understanding of different software solutions. I highly recommend her services." 🏆 "We've worked with Yulia several times now and the work/communication is always outstanding -- highly recommend. Thank you!" 🏆 "Awesome to work with. Happy to work with her again." So let's see if we're a good fit! - Are you using QuickBooks Online? - Are you a growing business requiring 5 - 20 hrs/mo in bookkeeping/advisory services? - Would you like to be able to ask expert questions as needed and get direct answers without having to wait days for replies from customer support who are typically not even qualified accountants anyway? Sound like a fit? How it works in 3 easy steps: 1. Add me as an Accountant user to your QuickBooks Online account (I'll provide an email address) 2. Set up view-only access to your bank, credit card, and loan statements 3. I get your bookkeeping caught up, cleaned up, and kept up so you don’t have to worry! I have extensive experience in full-cycle accounting with a background in a variety of industries such as the following: ✅ IT/SaaS ✅ Attorneys ✅ Real estate ✅ Non-profits ✅ Construction ✅ Landscaping ✅ Pilot Training ✅ Staffing Agencies ✅ Moving Companies ✅ E-commerce (FBA)/KDP Skill Highlights: ✅ Monthly accounting ✅ Accounting file cleanup ✅ A/P and A/R management ✅ Full payroll processing ✅ IOLTA/Trust Accounting ✅ E-commerce Accounting ✅ Construction Cost Accounting ✅ Financial Reporting preparation and review ✅ Sales Tax, Use Tax, and Franchise Tax Returns Credentials: ✅ BS degree in Accounting and Finance - University of Saint Thomas ✅ Certified QBO Platinum ProAdvisor ✅ Certified Bill.com Guru ✅ Certified Spotlight Software Expertise: ✅ Quickbooks Online ProAdvisor - Elite Tier ✅ Quickbooks Desktop ✅ Expensify ✅ Avalara ✅ Live Plan ✅ Spotlight ✅ Fathom ✅ Bill.com ✅ Patriot ✅ Fathom ✅ Synder ✅ Stripe ✅ Gusto ✅ Deel ✅ Melio ✅ Ramp ✅ Clio ✅ ADP ✅ A2X
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    Accounts Payable Management
    Accounts Receivable Management
    Cost Accounting
    Bill.com Accounts Receivable
    Bill.com Accounts Payable
    Microsoft Excel
    Bookkeeping
    Tax Preparation
    Month-End Close Assistance
    Financial Report
    General Ledger
    Cash Flow Analysis
    Payroll Accounting
    Account Reconciliation
  • US$75 hourly
    Hi! I’m a finance professional with two decades of experience. I offer writing services in the fields of finance and strategy. I have a masters degree in finance. My experience includes fifteen years as a business development expert for insurance and financial products, six years as a part-time finance tutor and the last four years as a full-time finance writer and tutor. My vast experience and in-depth research forms the bedrock of all my writings. I write white-papers, articles, dissertations, financial analysis reports and business plans for my clients. I also offer one-on-one tutoring in accounting and finance. If you need assistance either in writing or tutoring, feel free to contact me, and I would be happy to help. Thank you.
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    Valuation
    Essay Writing
    Strategic Plan
    Business Strategy
    Investment Research
    Corporate Finance
    Financial Management
    Corporate Strategy
    Financial Analysis
    Microsoft Excel
  • US$70 hourly
    As a Certified Public Accountant, I offer a track record of achievements in adopting strong financial controls, driving continuous improvements, optimizing financial results, and ensuring compliance with all applicable industry regulations. I believe my track record as a CPA makes me well equipped to handle the responsibilities your firm expects of me as an Accountant. I am proficient in accounting software, including, but not limited to, MS Excel, Word, PowerPoint, and various other tax and accounting software. I provide expert oversight of the general ledger, reporting, analysis, budgeting, and forecasting for the company. My expertise focuses on exceptional Analytical and Communication Skills. My empathic nature allows me to quickly and effectively address different client issues. My willingness to learn, adapt, and pay attention to detail has helped my previous employers reach their company goals. My pleasant personality has fostered strong connections with supervisors, peers, and clients.
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    Asset Management
    Fraud Detection
    Sales Tax
    Financial Statement
    CPA
    Bookkeeping
    Accounting Software
    Financial Accounting
    Payroll Accounting
    Accounts Receivable
    GAAP
    Account Reconciliation
    Tax Preparation
    Accounts Payable
  • US$40 hourly
    Let's go straight to the point to save you time! I create high-quality, well-researched, SEO-optimized, and timely delivered content. My minimum fee is $0.10 per word or $30 per hour. Check how my articles rank to see what you are paying for. You can just google Yuri Sychov and find content written by me online. Here is who I currently work for: Finances/Business/Taxes/Probate Law Writer Hardbacon - team writer Clearestate - contributor Psychology Niche: Brainmanager - team writer VitalityUnleashed - contributor Academic Writing More than 8+ years of academic writing experience and ghostwriting for academic journals. My proficiency includes psychology, leadership studies, political studies, and history. Qualitatative research: Thematic analysis, qualitative coding, literature reviews, rhetorical analysis, case studies, narrative research, etc. All my academic clients are 100% confidential.
    vsuc_fltilesrefresh_TrophyIcon Financial Writing
    Finance
    Tax Law
    Probate
    Qualitative Research
    Writing
    Academic Writing
    Psychology
    SEO Writing
    Content SEO
    Personal Finance
    Personal Finance & Wealth Management
    Legal Writing
    Blog Writing
    Business Writing
  • US$20 hourly
    I have experience writing SEO content on different topics, and I have the ability to work on high-quality articles. The content is 100% original, I use safe and reliable information resources. My specialties include copywriting, SEO for website, translations and more! I believe in an open line of communication, ensuring satisfaction with the finished product. If your company already has an amazing product/service and is in a stage where you’re optimizing for growth and exposure, then make sure to keep reading. Skills: - SEO copywriter - Copywriting - Castilian Spanish - WordPress, WIX (web content: home, landing pages, blog) - Spanish translation - JSON files - Articles Writing - Blog Writing - SEO Writing - Content Writing - 100% Original articles (Cryptocurrencies, Trading, Technology, Travel, Finance, loans, breaking news, politics, Fintech, food, vines, digital economy), official and high-quality resources. If you're interested in contacting me, you can click the green button at the top of the page and I'll get back to you ASAP. Greetings, Daniel
    vsuc_fltilesrefresh_TrophyIcon Financial Writing
    English to Spanish Translation
    Writing
    On-Page SEO
    Website Content
    SEO Keyword Research
    SEO Writing
    Castilian Spanish
    Spanish
    Copywriting
  • US$15 hourly
    Hello. My name is Lalita. I am a native Thai speaker. I have gained significant experience using professional Thai and English for my daily job and I have a strong research skill. My experience that would make me a good fit for your project/task are localization jobs I had in the past. For example I have experience in business letters translation, websites and applications localize translation, write and proofread contents that target Thai customers. I can work on various content creation with my language and cultural knowledge. Please give me a chance to contribute my translating and writing skills for you.
    vsuc_fltilesrefresh_TrophyIcon Financial Writing
    Translation
    English
    Subtitles
    Thai
    Content Localization
    Article
    Blog Writing
    Video Advertising
    Copywriting
    Article Writing
    Social Media Website
    SEO Writing
  • US$70 hourly
    Journalist and editor with over 30 years of experience writing and editing sophisticated financial, economic and business articles for leading magazines, newspapers and web sites in the U.S., London and Hong Kong. Former editor of Risk magazine, editor-in-chief of Worth magazine, and finance columnist for The Wall Street Journal, The New York Times and others. Specialist in risk management, derivatives, capital markets, regulation, market data, financial technology, wealth management and philanthropy.
    vsuc_fltilesrefresh_TrophyIcon Financial Writing
    Blog Content
    Investment Banking
    Online Writing
    Capital Markets
    Content Writing
    Asset Management
    SEO Writing
    Business Writing
    Project Risk Management
    Business Editing
    Copywriting
    Finance & Accounting
  • US$30 hourly
    I am a full time freelancer. A graduate in Management. I have experience more than 8 years in financial industry. I provide high value, relevant, compliant, educational content for your financial services business to stay top of mind with your existing clients and to attract future clients. While you’re busy solving financial problems for people, I’m busy building relationships (and leads) on behalf of your business. My content provides everything you need to attract attention, gain leads, educate your target audience, retain clients and boost sales. My experience includes content writing for FinTech providers, forex brokers, Cryptocurrency as well as a financial media company. Specializing in editorial content as well as SEO optimized articles suitable for content marketing. Please get in touch if you require my support. I look forward to working together
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    Content Writing
    Blockchain, NFT & Cryptocurrency
    Forex Trading
    Website Content
    Cryptocurrency
    Digital Marketing
    Article Writing
    MetaTrader 4
    English to Indonesian Translation
    Editing & Proofreading
    Search Engine Optimization
    SEO Writing
  • US$22 hourly
    Experienced Content Writer | Content Editor & Proofreader | On-page SEO Optimization | AI Content Writer | AI Content & ChatGPT Optimization | Proofreading | Editing | Online Teaching | Experienced Management Faculty Hello there, I'm Varsha, a seasoned content writer and editor with over 12 years of experience in the field. My expertise lies in creating compelling content, meticulous editing, proofreading, and specialized skills in on-page SEO optimization and AI content enhancement. EXPERTISE: ➤ Content Creation: Crafting engaging articles, blogs, web content, press releases, and e-books. ➤ SEO Optimization: Skilled in on-page SEO techniques to boost your content's online visibility. ➤ AI Content Writing and Optimization: Utilizing AI tools, including ChatGPT, for innovative content solutions. ➤ Editing and Proofreading: Ensuring error-free and polished content with a premium Grammarly membership. ➤ Content Tools Mastery: Proficient in Surfer SEO and Frase for content optimization. Why Choose Me? ➤ Commitment to Quality: Consistently delivering high-quality, non-plagiarized content. ➤ Deadline-Oriented: Known for meeting deadlines with efficiency. ➤ Communication: Ensuring prompt and clear communication throughout the project. ➤ Team Collaboration: A collaborative team player is ideal for long-term partnerships. ➤ Proven Track Record: Supported by glowing reviews from numerous satisfied clients. TESTIMONIALS ON UPWORK: ➤ "Varsha Asrani is an excellent content writer. She executes according to the project requirements and provides everything we expect from her. Her passion for the project is appreciated, and she comes highly recommended." ➤ "Varsha Asrani is proficient at content writing. She performs based on the requirements of the projects and delivers to us whatever we expect from her. We appreciate her enthusiasm for the project, and she's Highly recommended." ➤ "We hired Varsha to edit our website blogs. Her responsibilities were ensuring that the articles read well, had no grammatical errors, and that all the images on the articles were aligned with the main topic and header tags. She also published the articles on our website and other social media/ forums. Varsha is reliable and a team player. I would hire her again." ➤ "Varsha is a great writer. We worked on a series of 30 posts with her. She delivers work on time and reviews comments to improve her writing as we go along. We run out of content to work with her. I would recommend Varsha to anyone who needs a reliable content writer." ➤ "Versha did a great job—quick response, excellent writing skills, and always available. I couldn't ask for a better writer. Highly recommended." If you are looking for a skilled wordsmith to create engaging, SEO-optimized content that connects with your audience and drives results, I'm here to help. With my ability to capture and retain visitor attention, I can assist in making your content not just seen but remembered. I'm eager to contribute to your exciting content writing projects. Let's connect and create content that not only informs but inspires!
    vsuc_fltilesrefresh_TrophyIcon Financial Writing
    SEO Content
    Copywriting
    Content Editing
    Blog Writing
    Proofreading
    Content Rewriting
    Content Writing
    Blog Content
    AI Content Creation
    Article Writing
    Content Creation
    Blog
    On-Page SEO
    SEO Writing
  • US$20 hourly
    ACCA Member.Post-Graduate from the London School of Economics and Political Science in MSc Accounting and Finance with a specialization in Financial Management. BSc (honours) Accounting and Finance.
    vsuc_fltilesrefresh_TrophyIcon Financial Writing
    SEO Writing
    Blog Content
    Article Writing
    Risk Analysis
    Financial Risk
    Article
    Ghostwriting
    Content Writing
    Business Analysis
    Accounting
    Presentations
  • US$60 hourly
    With more than 30 years in the financial services industry, as an advisor, a managing director, directors of training and marketing, and currently as a consultant to the industry, I have written extensively on a broad range of financial topics. As a featured columnist, my personal finance articles appear on the websites of more than 50 regional banks. As a frequent contributor to Investopedia.com I have over 400 articles published on the site. Investopedia requires that submitted articles conform to strict standards for style, accuracy and editorial integrity. As the exclusive content provider for a leading advisor website developer, I have created blog articles, whitepapers and ebooks for more than 100 advisors. As a ghost author, I have written 12 books on behalf of financial advisors, industry thought leaders, and marketing organizations. With my background and experience, I can deliver high quality, authentic content for your blog articles, white papers, ebooks, or full-length books.
    vsuc_fltilesrefresh_TrophyIcon Financial Writing
    Business Writing
  • US$40 hourly
    EXPERIENCE AND KNOWLEDGE FOR GERMAN CONTENT IN HIGH QUALITY! As a native german freelancer, living in the northeast of Germany, I am working as a online content and article writer for more than seven years now. While specialized in writing about themes like healthcare, finances, cryptocurrencies and gambling. I am also very profund in many other themes like product descriptions which I participate on projects for well-known international companies. Of course I am eager to work on new themes and projects from national and international client. As a trained industry merchant and certified online writer with with long-lasting business experience I can guarantee high quality in content and article writing. I also understand quality as the ability to keep on agreed schedules and budgets. If you are interested in what I have to offer and want to know more about me do not hesitate to get in contact with me.
    vsuc_fltilesrefresh_TrophyIcon Financial Writing
    SEO Writing
    Article Writing
    Business Writing
    Gambling
    Search Engine Optimization
    English to German Translation
    Blog Writing
    Creative Writing
    Content Writing
    Blog Content
    German
    Proofreading
    Translation
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How to Hire Top Financial Writers

How to hire financial writers

There exists a whole dictionary of terms and phrases unique to finance. From covering financial news to writing corporate financial reports, financial writers have the diction and voice needed to communicate topics in the world of finance.

So how do you hire financial writers? What follows are some tips for finding top financial writers on Upwork.

How to shortlist financial writing professionals

As you’re browsing available financial writing consultants, it can be helpful to develop a shortlist of the freelancers you may want to interview. You can screen profiles on criteria such as:

  • Industry fit. It can be helpful if the financial writer understands how finance intersects with your particular industry (e.g., energy, health, music).
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., writing engaging content for a finance blog).
  • Feedback Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular financial writer.

How to write an effective financial writing job post

With a clear picture of your ideal financial writer in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

An effective financial writing job post should include:

  • Scope of work: From financial plans to ebooks, list all the deliverables you’ll need.
  • Project length: Your job post should indicate whether this is a smaller or larger project.
  • Background: If you prefer experience with certain industries, software, or marketing channels, mention this here.
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to create financial content that will resonate with your target audience? Log in and post your financial writing job on Upwork today.

FINANCIAL WRITERS FAQ

What is financial writing?

Financial writing is writing for a financially literate audience. Financial writers know the terminology and voice needed to resonate with people interested in financial news and reports.

Here’s a quick overview of the skills you should look for in financial writing consultants:

  • Financial writing
  • Financial analysis
  • Content creation
  • Writing specialization (e.g., copywriting, SEO writing, technical writing)

Why hire financial writers?

The trick to finding top financial writers is to identify your needs. Do you need help writing internal financial reports? Or is your goal to create fun, engaging content for a finance-themed blog? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.

How much does it cost to hire a financial writer?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced financial writer may command higher fees but also work faster, have more specialized areas of expertise, and deliver a higher-quality product that needs less editing on your end.
  • A contractor who is still in the process of building a client base may price their financial writing more competitively.

Which one is right for you will depend on the specifics of your project.

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