I support fractional CFO firms and accounting practices by managing the operational backbone of their client books.
With 8+ years of experience in bookkeeping and financial operations, I help finance teams maintain clean, reliable financial data so they can focus on advisory and strategic work with their clients.
I regularly partner with CFO firms to manage high-volume bookkeeping across multiple client accounts while maintaining strong financial controls and reporting accuracy.
Services I provide include:
• Full-cycle bookkeeping in QuickBooks Online
• Bank and credit card reconciliations
• Balance sheet reconciliations and cleanup
• Month-end close support
• A/R and A/P management
• Payroll posting and reconciliation (Gusto, ADP, Paylocity)
• Financial reporting preparation (P&L, Balance Sheet, Cash Flow)
• QuickBooks cleanup and chart of accounts restructuring
• Process documentation and workflow improvements for bookkeeping teams
Industries I have supported include construction, professional services, hospitality, and project-based businesses.
My goal is to help finance firms maintain organized, reliable books so they can scale their client base without operational bottlenecks.
I'm a strategy consultant who helps companies grow revenue through pricing, financial planning, go-to-market strategy, and market research. I've earned $100K+ on Upwork as a top 1% freelancer.
My clients include Fortune 100 companies, MAG7 enterprises, PE-backed portfolios, and Seed through Series B startups. I work mostly with B2B SaaS, technology, hospitality, and services companies.
Here's what I help with:
Pricing Strategy
I build pricing strategies that work. This includes tier structure, packaging, value metrics, discount governance, and monetization models. I've helped companies unlock 25%+ revenue growth and have built pricing functions from scratch for PE-backed rollups and SaaS platforms.
Go-to-Market
I help companies launch products and enter new markets. I build ICP profiles, channel strategies, competitive positioning, and 180-day execution plans. I stay involved through the tactical rollout.
Financial Planning (FP&A)
I serve as fractional FP&A support for growth-stage companies. I build models from GL pulls, manage forecasting and cash flow, and deliver investor-ready financials. I've helped companies scale past $1M in annual revenue while staying profitable.
Market Research
I run TAM/SAM/SOM analysis, competitive benchmarking, and commercial due diligence. I've supported PE firms, startups, and F500 companies making investment and expansion decisions.
I grew from analyst to engagement manager at a boutique strategy consulting firm, led enterprise programs for health tech startups, and managed business operations at a MAG7 company. MBA from Carnegie Mellon in Finance & Strategy.
I start every project with a clear scope, defined deliverables, and a timeline. No fluff, just results.
Dylan D.
Digital Business Analyst
Katy, Texas
$70/hr$70 per hour5.0 (10) 13 jobs $2K+ total earnings
Digital Business Analyst | Project Management, Marketing & Business Consulting
I am a Digital Business Analyst with a versatile skill set that spans project management, business analysis, digital marketing, process optimization, and business consulting. My unique strength is the ability to bridge the gap between technical execution and business strategy ensuring projects are not only completed successfully but also aligned with long-term growth objectives.
Core Competencies
Project Management: Proven ability to initiate, plan, execute, and deliver projects of varying complexity within scope, time, and budget. Skilled in risk assessment, cross-functional team coordination, and stakeholder engagement.
Digital Marketing Strategy: Hands-on expertise in SEO (keyword research, on-page optimization, content strategy, location/service pages), Google Business Profile management, paid ads (Google Ads, LSAs, Facebook/Instagram), content marketing, and social media growth strategies.
Business Analysis: Gathering requirements, mapping processes, identifying bottlenecks, and designing enhanced workflows to optimize efficiency.
Process Optimization & Operations: Creating SOPs, reporting dashboards, and scalable systems using tools like Monday.com, Google Workspace, Slack, and automated workflows.
Technical Proficiency: Experience with Microsoft Suite, Google Suite, SQL, Azure, DevOps, SharePoint administration, SAP/PRA, Quorum, and ThoughtTrace. Skilled in QA methodologies, test planning, and technical writing.
Consulting & Business Management: Guiding organizations from the ground up by designing workflows, implementing digital tools, and building the structure needed to scale sustainably.
What I Do Best
Align technical teams and business leaders to ensure shared understanding and reduce rework.
Translate complex technical concepts into actionable strategies for non-technical stakeholders.
Build sustainable workflows and systems that save time, reduce costs, and improve communication.
Lead digital transformation projects that strengthen online presence and generate measurable ROI.
Provide both short-term execution (campaigns, websites, reports) and long-term consulting (business structure, operational efficiency).
Industries I’ve Worked With
Home Services: Roofing, siding, gutters, carpet cleaning, auto detailing, HVAC
Professional Services: Law firms, real estate, logistics, trucking
Healthcare & Wellness: Acupuncture, physical therapy, orthodontics, speech therapy staffing
Hospitality & Small Business: Restaurants, local businesses, events
Why Clients Choose Me
✔️ I blend digital expertise with operational consulting, so clients don’t just get deliverables, they get systems that sustain growth.
✔️ I have scaled businesses from no digital presence to fully optimized online brands generating leads.
✔️ I create clarity in workflows and accountability, improving communication across teams.
✔️ I am a strong communicator who values transparency, clear reporting, and long-term client partnerships.
Charitha B.
Experienced Client services Business Analyst & Project Manager
Frisco, Texas
$35/hr$35 per hour5.0 (2) 2 jobs $31 total earnings
Multifaceted professional with over 10 years of cross-domain experience in ERP systems, Information Technology, Human Resources, Finance, and client services. Proven track record as a Business Analyst, HR Project Manager, Techno-Functional HRIS Analyst, PL/SQL Developer, and QA Tester, offering a rare blend of strategic oversight and technical execution.
In the role of HR Project Manager, led the planning, execution, and delivery of HRIS implementations, system upgrades, and HR process automation initiatives. Oversaw cross-functional teams and third-party vendors, managed project timelines, budgets, and risks, and ensured alignment with organizational goals. Partnered with HR leadership and IT to streamline onboarding, benefits administration, performance management, and compliance reporting. Applied Workday, ATS platforms, and Salesforce to drive workflow efficiency, enhance user experience, and meet HR operational needs.
Served as a liaison across business, IT, and QA teams throughout the SDLC, facilitating agile ceremonies, sprint planning, backlog grooming, and UAT execution. Created functional specifications, training materials, and test plans, while maintaining real-time task tracking via Jira. Strong experience in SQL/PLSQL for data validation, reporting, and integration support across HR and finance platforms.
Currently active as a freelancer in client services, providing support in roles such as enrollment advisor, legal/medical interpreter, and language translator. These roles reinforce a strong foundation in interpersonal communication, cultural fluency, and direct service delivery—critical in both client-facing and internal business environments.
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