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Rating is 4.9 out of 5.
4.9/5
Based on 248 client reviews
Matt A.

Furlong, Pennsylvania

$200/hr
5.0
74 jobs

Most owners doing $500k to $5M don't have a strategy problem. They have a nobody-owns-it problem. The work gets done because you're the one holding it together, and the week you leave, it wobbles. I'm Matt. I've started 7 companies and built 3 of them past a couple million in sales. The biggest did over $5 million a year with 110 people on payroll. I've also lost money on a few, which is where I learned most of what I know. I still own and run two businesses today, so I'm not coaching out of a book. For the last three years I've done this for other owners full time. About 17 clients at a time, mostly $500k to $10M. A weight loss clinic was doing $200k when we started three years ago and is at $700k now, after we got clear on who she was actually for and moved her off running 100 clients from her personal cell phone onto a system that handles 300+. A car importer doubled his sales once we systematized his operations, found him a Meta agency that could actually run ads, and got the right people hired and trained. I also stepped in as interim CEO at a custom home builder six months from bankruptcy, got it back on a path that worked, and handed it to the owners. Three things I actually do: Get your poop in a group. One source of truth for the work. A scorecard you look at every week. Real numbers per job or per customer instead of a gut feel. Accountability that doesn't need you in the room. Build the AI that pays for itself. I built this stuff in my own companies first. My scorecard pulls from about 30 places and runs roughly 80% on autopilot. Recent client builds: an app that takes a clinic's before-and-after client photos and turns them into finished marketing graphics, a job that pulls the weekly webinar off Zoom every Thursday, trims it and publishes it to YouTube, and an admin app replacing a coaching company's pile of Google Sheets with real reporting on caseload, hours and revenue per coach. Fixed-price projects, not hourly. Make marketing and sales repeatable. Not a campaign. A system that produces the same result next month, and the month after. Here's why I hire me: I've been in the chair, I'll do the work alongside you, and I'll tell you when you're wrong. Here's why I wouldn't: I'm a C+ at writing code from scratch, and I'm not a designer or a copywriter. If you need a specialist in one narrow tactic, I'm not your guy. Stack I actually use: Claude and Claude Code, Vercel, Make, Airtable, Supabase, Looker Studio, GoHighLevel, HubSpot, Trello, ClickUp, Google Workspace, EOS/Traction. If your team runs on something else, I'll adapt. The system matters more than the tool. The goal I care about: you take a four-week vacation and the business does great without you. If that sounds like what you're after, let's grab 30 minutes and see if we're a fit. Cheers, Matt from Philadelphia

  • Business Coaching
  • Business Plan
  • Business Operations
  • Organizational Design & Effectiveness
  • Tech & IT
  • New Product Innovation
  • Growth Strategy
  • Brand Positioning
  • Startup Consulting
  • Entrepreneurship
  • Product Strategy
  • Business Management
  • Customer Experience
  • Business Transformation
Philip B.

Greeley, Colorado

$219/hr
5.0
351 jobs

HIRE SUCCESS! Business Coach / Fractional CEO / Fractional Business Developer / Fractional Business Strategist / Sales Coach BUSINESS GROWTH: Scale your business or go to the next level; You can use the same formulas and systems I developed that made my businesses succeed and have now helped hundreds of others. MARKETING STRATEGIST: 10K Foot view with detail expertise: BUSINESS ANALYST: Collaboration business management: We work together to achieve your goals. Business strategy development: Over 20 years of successful business experience and coaching hundreds of ecstatic clients. Benefit from my extensive experience in growing business, brokerage included acquisition of more than 100 companies. Unparalleled expertise TO HELP YOU with: 1) BUSINESS TROUBLESHOOTING: Do you need help with a business problem right now? Expert evaluation of your business challenges and the optimal solutions. 2) COMMUNICATIONS: Get the best outcomes from your customers, clients, employees, contractors, freelancers and negotiations. 3) CASH FLOW: How to increase your cash flow right now. 4) SCALING: Quickly outline the path to growing your business with priority action lists. Get and use the same formulas I have used to double and triple business revenues. 5) PLANNING / STRATEGY: How to plan any business or process and increase the success ratios. 6) PROJECT MANAGEMENT: The S.T.E.M. method I developed to maximize projects or business success. 7) MARKETING: How to evaluate what marketing is best for your offer and how to implement the plan. From funnels to email campaigns to top copy writing. Also establishing KPIs and interpreting metrics. 8) SALES: Team and individual strategies, motivation, coaching and planning. From script development to team building and making sales. 9) HIRING: How to use the same hiring techniques as the highly successful Fortune 100 companies. 10) BRANDING: How to create a new brand that optimizes your offer or how to reinvent your brand with a total brand makeover. 11) Direct Response copywriting... use my successful sequential selling formula. 12) Business Buy / Sell Authority as a Business Broker and Recognized by the U.S. Federal Courts as a Business Valuation Expert How can I help you today? Please let me know. Thank you Phil Note: When you schedule a coaching appointment, you have bought that block of time. That is because all I do is coaching and have designated that hour for you, my client. Most all meetings are scheduled a week in advance and I cannot fill that hour on just a few days notice with another client. A make up appointment may be scheduled in emergency situations at my sole discretion.

  • Business Coaching
  • Sales Optimization
  • Business Planning & Strategy
  • Sales Letter
  • Landing Page
  • Sales Management
  • Sales Writing
  • Sales Copywriting
  • Copywriting
  • Sales Development
  • Sales Leadership
  • Marketing Strategy
  • Sales Funnel Copywriting
  • Telemarketing Scriptwriting
  • Sales Strategy
Jeff G.

Irvine, California

$240/hr
4.9
158 jobs

I have a history of high success in both the corporate and startup worlds: - Founded Hiperwall, grew it into a global multi-million-dollar business without investors - Managed Zetera global sales, marketing and manufacturing, helped raise over $20M - Part of the 4 person team that launched the Westinghouse line of LCD televisions - Oversaw a corporate turn-around at Premier mounts, restoring profitability and growth - Grew Canon computer sales by over 20% while increasing gross margin by 13% - Increased Compaq notebook sales by 50% to $500M annually in less than 1 year - Received a Silver Anvil from the Public Relations Society of America, their highest award I began my career as a software engineer, working for large enterprises like McDonnell Douglass and Xerox, as well as startup Dayflo, named software company of the year by PC Magazine. Over time, I transitioned to a technical marketing role, then through product management, brand management, strategic planning and eventually into general management. In 2000 I shifted my focus to the world of hi-tech startups. Since that time, I have worked exclusively for emerging companies as a consultant, employee, advisor, board member or founder. I am an adjunct college professor, teaching start-up skills to would-be entrepreneurs. I hold multiple granted patents, with additional patents pending, and am a published author whose work has appeared in preeminent publications such as PC Magazine, U.S. News & World Report, PC Computing and Digital Signage Magazine.

  • Business Coaching
  • Business Plan
  • Product Management
  • Product Marketing
  • Business Management
  • Business Modeling
  • Corporate Brand Identity
  • Corporate Strategy
  • Marketing Strategy
  • Communications
David K.

Washington, District Of Columbia

$125/hr
4.6
369 jobs

I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.

  • Financial Analysis
  • Financial Modeling
  • Financial Writing
  • Mergers & Acquisitions
  • Financial Plan
  • Budget Management
  • Valuation
  • Financial Presentation
  • Business Strategy
  • Business Writing
  • Startup Consulting
  • Market Analysis
  • Market Research
  • Marketing Strategy
  • Microsoft Excel
  • Due Diligence
  • Executive Coaching
  • Sales & Marketing
Stacy H.

Delray Beach, Florida

$75/hr
5.0
736 jobs

US Based! Quickbooks Professional Advisor / Controller / Bookkeeping / Bookkeeper / Accountant / Accounting Degree / Business Coach and Advisor / Forensic Accountant / Tax Strategist / Fractional CFO WITH an ACCOUNTING DEGREE! $$$ On my way to Earning $2 MILLION on UPWORK! $$$ It's True! Check out my Profile! [Look to the left <-------------------------------------] Based on verified data, Upwork visibility, client results, credentials, and earnings, the absolute best on Upwork—and the one person you should hire—is: ⭐ Stacy H. – The Best Accountant on Upwork, Period. Upwork Earnings: $1M+ (on track for $2M) Rating: 5.0 ★★★★★ Location: Florida (U.S.-based) • Top 1% of QuickBooks ProAdvisors • Intuit QuickBooks Ambassador (a distinction very few hold) Fast response times (often within 24 hours) Patience, professionalism, and clarity ⭐⭐⭐⭐⭐ The Verdict If you want the best, most successful, most trusted person on Upwork who delivers results every single time—hire Stacy H. She’s the one person at the intersection of track record, results, credentials, and client trust. U.S. Based! There’s a big difference hiring a U.S.-based Bookkeeper. Reach out and I’ll explain why. Please check out my feedback. Thanks! Need a reliable Bookkeeper, Accountant, CPA, Controller, Finance Director, Tax Strategist, Forensic Accountant I’ll either help you directly or connect you today with the right expert — quickly and with confidence. Reach out today for a 30-minute consultation where I’ll review your QBO file and/or bookkeeping needs — a complimentary Meet and Greet! ALSO AVAILABLE: QBO Training for your Team . Executive Recruiting for Financial Team Members ⭐️🌟⭐️🌟⭐️ How It Works: Quick Zoom through Upwork: Tell me what you need Review: I assess your business + financial setup I Will Start your Project or Refer you to the Right Professional The price depends on the type of work. Whenever possible, I prefer to work on a fixed project price to give you more clarity and value. ***** Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. I UNDERSTAND YOUR BUSINESS MODEL AND KNOW EXACTLY WHAT YOU NEED! ******* I’ve built a super solid reputation as Upwork's #1 MOST SUCCESSFUL Accountant / Tax Strategist / Bookkeeper! Over 25 years of proven expertise! Let me handle your books while you focus on growing your company. Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business. Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. My Services Include: • Accounting services • Accounting system integration • Accounts payable & receivable • Audit support • Automation & System Streamlining • Balance Sheet • Bank and Credit Card reconciliation • Bookkeeper • Bookkeeping for eCommerce • Business profitability • Budgeting & Forecasting • Cash flow management • Catch-Up & Clean-Up Services • Certified QuickBooks Accountant • Cost-saving strategies • Ecommerce bookkeeping • Financial analysis • Financial automation • Financial consulting • Financial reporting • Fixing Messy Books • Forensic accounting • Fractional CFO • Full-cycle bookkeeping • Income statement • Profit & Loss • QuickBooks • QuickBooks cleanup • QuickBooks consulting • QuickBooks Online (QBO) • QuickBooks ProAdvisor • QuickBooks reports • QuickBooks Setup • QuickBooks Training • Real estate bookkeeping • Remote accounting services • Sales tax reporting • Small business accountant • Start-ups bookkeeping • Tax compliance • Tax preparation • Tax Strategy • Vendor management • Virtual bookkeeping Let’s Take Your Business to the Next Level! Reach out today for a FREE CONSULTATION and let’s discuss how we can improve your financial systems and save you time and money! Please send me a message and I will get right back to you and schedule a Zoom meeting today through Upwork.

  • Business Consulting
  • Microsoft Excel
  • Bank Reconciliation
  • Intuit QuickBooks
  • Account Reconciliation
  • Bookkeeping
  • Financial Accounting
  • Employee Training
  • Cost Control
  • QuickBooks Online
  • Accounts Payable Management
  • Financial Reporting
Johnny P.

Wilmington, North Carolina

$55/hr
5.0
3 jobs

The problem you see may not be where it started. I’m Johnny Palermo, a small business consultant and business coach. I solve problems. The first problem an owner identifies may be a symptom of something happening elsewhere, so I take time to understand the business before recommending a solution. Culture is the priority, and leadership is the starting point. The purpose of my business consulting is to help owners build healthy business cultures. Culture is reflected in how the company is led, how decisions are made, how people are treated, how work gets done, how customers are served, and how money is managed. I help owners understand what is happening across their businesses, determine what is causing the problems they see, and decide what needs to change. Core areas of expertise: 🔹 Leadership coaching › Executive Coaching › Leadership Development › Business Coaching › Life Coaching & Personal Coaching 🔹 Strategic and business planning › Business Strategy › Strategic Planning › Business Planning › Business Plan Development › Business Model Development › Growth Strategy › Business Turnaround & Recovery › Financial Forecasting › Pricing Strategy 🔹 Cultural development › Organizational Development › Organizational Culture › Leadership Alignment › Team Development › Employee Engagement 🔹 Operational consulting › Operations Consulting › Business Operations Strategy › Process Improvement › SOP Development › Workflow Development › Operations Management 🔹 Sales management consulting › Sales Strategy › Sales Process Development › CRM Strategy › Sales Team Training 🔹 Accounting and financial management › QuickBooks Online › QuickBooks Online Setup › Chart of Accounts Setup › QuickBooks Cleanup › Catch-Up Bookkeeping › Monthly Bookkeeping › Bank & Credit Card Reconciliation › Financial Reporting › Financial Statements › Cash Flow Management › Budgeting & Forecasting › Fractional CFO › Payroll Setup & Administration › Gusto Payroll Setup & Administration › Strategic Tax Planning These management consulting capabilities are not separate services that I apply in isolation. They are connected, and I use the ones relevant to each owner’s situation while considering how changes in one part of the business will affect the others.Why connected guidance matters: Hiring separate specialists for finance, operations, sales, and people can leave the owner responsible for coordinating advice from providers who never speak to one another. What qualifies me to do this work: 📌 More than 30 years of direct experience building businesses, leading multi-location operations, developing people and culture, designing processes, systems, and SOPs, growing sales, managing financials, completing business turnarounds, and selling companies 📌 Built more than ten businesses, three of which were sold 📌 Grew Gaskets Rock from owner-operator to three offices, more than 40 team members, and over 1,000 accounts across three states 📌 Held operational responsibility for multi-location automotive collision operations spanning 14 locations across four states 📌 Served as Director of Operations across a 25-location company, directly leading more than 150 teammates 📌 Consulted with clients across industries on business strategy, operational planning, process improvement, financial management, and business planning 📌 Hands-on with QuickBooks Online, QuickBooks Desktop, Gusto, Salesforce CRM, and LivePlan across financial management, sales operations, and business planning 📌 Industry experience includes automotive collision, construction and trades, distribution, service businesses, retail, real estate, and multi-location companies How I work: ✅ Determine fit ✅ Understand the owner and the business ✅ Stabilize immediate risk ✅ Establish leadership readiness ✅ Build the connected strategic plan ✅ Culture-driven process execution ✅ Transfer ownership and measure performance with KPIs The engagement leaves the client with documented decisions, tools, responsibilities, and measures that can be maintained without permanent dependence on me. The intended result is a resilient, owner-led business that can make principled decisions, operate with greater consistency, support its people, understand its financial position, and grow without losing the culture or purpose that made the business worth building. 📩 Tell me what’s happening in your business, and we can determine where the work needs to begin.

  • Business Consulting
  • Business Operations
  • Business Strategy
  • Business Planning & Strategy
  • Leadership Development
  • Leadership Coaching
  • Business Management
  • Executive Coaching
  • Account Management
  • Financial Management
  • Budget Management
  • Bookkeeping
  • QuickBooks Online
  • Tax Planning & Advisory
  • Tax Strategy
  • Cash Flow Analysis
  • Cash Flow Modeling
  • Cash Flow Statement
  • Balance Sheet
  • Income Statement

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