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Yagya B. Status: Offline
Budhanilkantha, Nepal
100% Job Success
Top Rated

Excel Wizard | Fractional CFO | QBO Expert

🚀 TOP-RATED Virtual CFO | Drive Growth & Maximize Efficiency for Startups & SMEs 🚀 (5 Star Feedback | 100% Client Satisfaction) Hello! I'm Yagya, your dedicated Virtual CFO partner with 6+ years of experience empowering startups and SMEs across diverse industries to achieve financial excellence. My ongoing pursuit of Chartered Accountancy ensures I bring cutting-edge financial knowledge to your business. Struggling with financial clarity, inefficient processes, or scaling challenges? I can help. As your Virtual CFO, I go beyond basic accounting. I deliver comprehensive financial strategies designed to fuel growth, boost profitability, and ensure robust compliance. 🧑‍💻 How I Partner With You: ▶️ Strategic Financial Leadership: Aligning financial roadmaps with your goals via expert financial forecasting, analysis, budgeting, strategic planning, financial modeling, cost consultancy, and business plan preparation. ▶️ Automation & Efficiency: Streamlining workflows by automating data extraction (QuickBooks/Xero to Excel/Google Sheets), integrating data for BI tools, developing custom VBA solutions, leveraging Power Query/Power Automate, and automating tasks like payroll slips. ▶️ Data Insights & Reporting: Transforming data into actionable insights with customized, interactive dashboards (Excel/Google Sheets), advanced data analysis, visualization, and tailored reporting tools for lease tracking, order management, and more. ▶️ Comprehensive Accounting & Bookkeeping: Full-service support including daily/monthly bookkeeping, bank reconciliation, AR/AP management (incl. Service Titan), payroll (ADP), chart of accounts setup, year-end statements (US & Canada), using QuickBooks, Xero, Sage, and NetSuite. ▶️ Specialized Financial Services: Including business valuation, ROI report development, 3PL bookkeeping, and business proposal preparation.   🧐 Why Partner with Me? My approach combines meticulous analysis with strategic foresight, delivering personalized, scalable solutions. ✨ Proven Results: Helped a tech startup cut costs by 20% and boost profitability; guided a retail SME to a 30% revenue increase. ✨ Industry Experience: Proven success across 3PL, Real Estate (US & Ireland), Agriculture (Mushroom Farms), Hospitality (Five-Star Hotels), Cosmetics, and Aviation (Private Jet). ✨ Tech Savvy: Proficient in QuickBooks, Xero, Sage, NetSuite, Service Titan, ADP, Excel (VBA, Power Query), Power BI, Google Sheets, and Power Automate.   🥅 My Goal on Upwork: To be more than just a CFO – I aim to be your trusted financial partner, committed to navigating your path to success, whether you're scaling, streamlining, or seeking strategic guidance. 🤝 Ready to Elevate Your Financial Health? Let's discuss how I can tailor my expertise to your unique needs. Contact me today, and let's build a prosperous future for your business!
Work history
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Skills

Skills

  • Data Visualization
  • Microsoft Excel
  • Cost Accounting
  • Microsoft PowerPoint
  • Cash Flow Modeling
  • Financial Accounting
  • Accounting Basics
  • Bookkeeping
  • Automation
  • Financial Modeling
  • Spreadsheet Software
  • Sales & Inventory Entries
  • Product Management

Get started working with Yagya quickly with these predefined projects.

Get started working with Yagya quickly with these predefined projects.

You will get Real-Time QuickBooks Online to Excel/Google Sheets Dashboards

From $400
4 days delivery

You will get Effortless QuickBooks Online Setup for Your Business - Get Started Today!

From $200
3 days delivery

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