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Courtney M.

Courtney M.

Saint Augustine, FL
Job Success
Top Rated

CPA / Financial Modeling Expert / Startup Consultant

Here’s the situation… You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc. But, you don’t have the time/resources/expertise to make it happen. Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them. Now, you might be asking, “why you?” Good question. The following is a quick description of me and my history. • Licensed CPA. • Fundraising expert. • Experienced with a variety of industries: SaaS, manufacturing, breweries, Amazon retailers, consumer goods, and more. • Focused, efficient, and reliable. • Over 150 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. That’s all great, but there’s one thing that matters over all else. It’s the fact that working with me has an incredibly high ROI. For example, not long ago, I worked with an organization that needed a financial model done. They paid me about $2K for it. Now, that’s a lot of money, but what came next? This company ended up going to a slew of investor meetings, blowing their audiences away, and coming out with $2 million dollars in funding. Sure, they could have chosen a cheaper option, but why skimp on quality at the finish line? When you build something that you’re going to share with the world, it needs to be top of the line. That is precisely what I delivered to them, and what I provide for all of my clients. Ultimately, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
Rating is 5 out of 5.
5.00 Aug 23, 2022 - Sep 2, 2022

"Did what we needed quickly, accurately and did a fantastic job with communication and followup and explaining his final product. Would recommend to anyone!"

Private earnings
Rating is 5 out of 5.
5.00 May 3, 2022 - May 18, 2022
Private earnings
Rating is 5 out of 5.
5.00 Nov 9, 2021 - Jan 18, 2022

"Courtney is a true pleasure to work with and he's exactly what I was hoping to find. He built a very easy-to-use financial model tailored exactly to the business plan I had in mind. The end result is a beast of a financial model! He also worked with me to make adjustments as needed based on feedback, provided expertise in accounting and guided me the entire way. It was a very iterative process, which I needed and fully appreciated. Courtney is a true financial model and excel wizard. Highly recommend him! I will definitely use Courtney again for future projects."

Private earnings
Rating is 5 out of 5.
5.00 of 2 reviews Oct 12, 2021 - Jan 14, 2022
Rating is 5 out of 5.
5.00

"Courtney was outstanding in all respects and I highly recommend him."

Private earnings
Sep 6, 2020 - Aug 20, 2021

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Jun 15, 2021 - Jun 29, 2021
Private earnings
Rating is 5 out of 5.
5.00 May 31, 2021 - Jun 26, 2021

"Very Happy with his work."

Private earnings
Rating is 5 out of 5.
5.00 Aug 26, 2020 - Sep 1, 2020

"Courtney was amazing! Super fast, flexible and understanding. Delivered exactly what we needed and then some! 10/10 would work together again!"

Private earnings
Rating is 5 out of 5.
5.00 May 23, 2020 - Jun 23, 2020

"Fantastic working with you! You were quick to comprehend my business model and adapt your work according! Looking forward to continuing to work with you!"

Private earnings
Rating is 5 out of 5.
5.00 Apr 20, 2020 - Apr 30, 2020

"Excellent communication, feedback and responsiveness within our project of creating a financial model. Made several updates and customized the model based on our needs and feedback, as well as providing great support in the form of walkthrough videos of changes and how to use the functionality of the model as well. Pleasure to work with Courtney!"

Private earnings
Courtney M. has more jobs. Create an account to review them

Skills

Courtney M.

Courtney M.

Saint Augustine, FL
Job Success
Top Rated
302
Total Jobs
447
Total Hours

View profile

CPA / Financial Modeling Expert / Startup Consultant

Specializes in
Here’s the situation… You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc. But, you don’t have the time/resources/expertise to make it happen. Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them. Now, you might be asking, “why you?” Good question. The following is a quick description of me and my history. • Licensed CPA. • Fundraising expert. • Experienced with a variety of industries: SaaS, manufacturing, breweries, Amazon retailers, consumer goods, and more. • Focused, efficient, and reliable. • Over 150 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. That’s all great, but there’s one thing that matters over all else. It’s the fact that working with me has an incredibly high ROI. For example, not long ago, I worked with an organization that needed a financial model done. They paid me about $2K for it. Now, that’s a lot of money, but what came next? This company ended up going to a slew of investor meetings, blowing their audiences away, and coming out with $2 million dollars in funding. Sure, they could have chosen a cheaper option, but why skimp on quality at the finish line? When you build something that you’re going to share with the world, it needs to be top of the line. That is precisely what I delivered to them, and what I provide for all of my clients. Ultimately, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
Rating is 5 out of 5.
5.00 Aug 23, 2022 - Sep 2, 2022

"Did what we needed quickly, accurately and did a fantastic job with communication and followup and explaining his final product. Would recommend to anyone!"

Private earnings
Rating is 5 out of 5.
5.00 May 3, 2022 - May 18, 2022
Private earnings
Rating is 5 out of 5.
5.00 Nov 9, 2021 - Jan 18, 2022

"Courtney is a true pleasure to work with and he's exactly what I was hoping to find. He built a very easy-to-use financial model tailored exactly to the business plan I had in mind. The end result is a beast of a financial model! He also worked with me to make adjustments as needed based on feedback, provided expertise in accounting and guided me the entire way. It was a very iterative process, which I needed and fully appreciated. Courtney is a true financial model and excel wizard. Highly recommend him! I will definitely use Courtney again for future projects."

Private earnings
Rating is 5 out of 5.
5.00 of 2 reviews Oct 12, 2021 - Jan 14, 2022
Rating is 5 out of 5.
5.00

"Courtney was outstanding in all respects and I highly recommend him."

Private earnings
Sep 6, 2020 - Aug 20, 2021

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Jun 15, 2021 - Jun 29, 2021
Private earnings
Rating is 5 out of 5.
5.00 May 31, 2021 - Jun 26, 2021

"Very Happy with his work."

Private earnings
Rating is 5 out of 5.
5.00 Aug 26, 2020 - Sep 1, 2020

"Courtney was amazing! Super fast, flexible and understanding. Delivered exactly what we needed and then some! 10/10 would work together again!"

Private earnings
Rating is 5 out of 5.
5.00 May 23, 2020 - Jun 23, 2020

"Fantastic working with you! You were quick to comprehend my business model and adapt your work according! Looking forward to continuing to work with you!"

Private earnings
Rating is 5 out of 5.
5.00 Apr 20, 2020 - Apr 30, 2020

"Excellent communication, feedback and responsiveness within our project of creating a financial model. Made several updates and customized the model based on our needs and feedback, as well as providing great support in the form of walkthrough videos of changes and how to use the functionality of the model as well. Pleasure to work with Courtney!"

Private earnings
Courtney M. has more jobs. Create an account to review them

Skills

More than 30 hrs/week

< 24 hrs response time

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