Hire the Best Business Managers in California

Helping Small Businesses Grow Without Hiring Another Employee Running a business means wearing a hundred different hats—but the paperwork, customer follow-up, networking, and organization often get pushed aside while you’re focused on serving customers. That’s where I come in. With over 10 years of experience in business operations, sales, account management, and customer retention, I help small businesses build the systems they need to grow. Whether you need someone to organize your CRM, follow up with leads, schedule appointments, strengthen customer relationships, or streamline day-to-day operations, I become an extension of your business without the cost of hiring a full-time employee. I specialize in helping service-based businesses such as contractors, HVAC companies, plumbers, electricians, landscapers, and other small businesses create repeatable processes that save time and increase revenue. Services include: • CRM setup and management • Lead follow-up and appointment scheduling • Customer retention programs • Review and referral campaigns • Workflow creation and process improvement • Business development support • Email and document creation • Administrative support • Client communication • Project coordination My background in sales and relationship management has taught me that businesses don’t grow because they’re the best at their trade—they grow because they consistently follow up, stay organized, and build strong relationships. If you’re looking for a dependable partner who can help your business become more organized, more efficient, and positioned for growth, I’d love to work with you.

CFO＋𝗦𝘂𝗽𝗲𝗿 𝗣𝗼𝘄𝗲𝗿𝘀! 💪 𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ 500 + Million raised by my models | $300k+ earned on Upwork | Most models delivered in 1 week My models are built to withstand investor diligence. 🛠𝗙𝗶𝘅 𝗬𝗼𝘂𝗿 𝗣𝗿𝗶𝗰𝗶𝗻𝗴. 𝗖𝗹𝗮𝗿𝗶𝗳𝘆 𝗬𝗼𝘂𝗿 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗠𝗼𝗱𝗲𝗹. 𝗥𝗮𝗶𝘀𝗲 𝗙𝘂𝗻𝗱𝘀 𝗪𝗶𝘁𝗵 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲.💰 Im a CFO who helps SaaS and AI startups optimize their business model by designing pricing, packaging, and revenue models that actually scale. 🔥Invite me to your job and book a 𝗙𝗥𝗘𝗘 20 min 💸𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝘾𝙖𝙡𝙡📞 𝗜 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗮𝗻𝘀𝘄𝗲𝗿: • What should we charge? • How do we structure tiers or usage pricing? • Will this be profitable at scale? • What numbers do investors expect to see? • How do we translate strategy into a real financial model? ✨ I specialize in monetization, pricing, and revenue architecture, the decisions that directly impact ARR, margins, and valuation for: • SaaS / B2B software • AI tools & platforms • Marketplaces • Subscription businesses • Fintech • Health tech • Vertical SaaS companies.✨ ✅ Typical outcomes my clients get ✔ Clear pricing & packaging strategy ✔ Higher ARPU and better margins ✔ Investor-ready financial model ✔ Faster fundraising ✔ Shorter sales cycles ✔ Confident launch plan Many clients see 𝟭𝟬𝘅–𝟯𝟱𝘅 𝗥𝗢𝗜 from pricing & revenue improvements alone. 🥇 𝗪𝗵𝘆 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗶𝗿𝗲 𝗺𝗲 • Top Rated Plus & Expert Vetted (Top 1% on Upwork) • Featured on Forbes, Nasdaq, CEO Weekly • Advised 150+ tech startups • Helped clients raise $500M+ • MBA (Finance), MS Economics, 15+ years operating experience But more importantly: I explain finance clearly and turn complex strategy into practical decisions founders can act on immediately. 💼 𝗛𝗼𝘄 𝘄𝗲 𝘁𝘆𝗽𝗶𝗰𝗮𝗹𝗹𝘆 𝘄𝗼𝗿𝗸 ? 𝘀𝗶𝗺𝗽𝗹𝗲 𝗳𝗶𝘅𝗲𝗱 𝗽𝗮𝗰𝗸𝗮𝗴𝗲𝘀 Clients need a clear outcome, So I offer structured sprints: ✅ 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗦𝗽𝗿𝗶𝗻𝘁 (𝟭-𝟮 𝘄𝗲𝗲𝗸) • Pricing tiers + packaging • Subscription/usage strategy • Discount & sales guardrails • Enterprise level pricing framework • Competitor benchmark • ICP & value positioning check • Action plan memo ✅𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗿𝗲𝗮𝗱𝘆 𝗣𝗮𝗰𝗸𝗮𝗴𝗲 (𝟮 𝘄𝗲𝗲𝗸𝘀) • Financial model & forecast • Unit economics & break-even • Investor-ready projections ✅ 𝗢𝗻𝗴𝗼𝗶𝗻𝗴 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 (𝗺𝗼𝗻𝘁𝗵𝗹𝘆) • Pricing experiments • New feature/add-on pricing • Deal support & custom pricing • Board/investor metrics • Continuous optimization • Async Slack/email access 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲? 𝙁𝙤𝙪𝙣𝙙𝙚𝙧 𝘾𝙀𝙊( 𝙎𝙚𝙚𝙙 𝙍𝙤𝙪𝙣𝙙 𝙎𝙩𝙖𝙧𝙩𝙪𝙥) 𝟱 𝗼𝘂𝘁 𝗼𝗳 𝟱 ⭐⭐⭐⭐⭐ ““The financial expert for non-financial founders. Zahra helped us build our pricing and financial model and made our fundraising dramatically easier. Worth every dollar.” 📞 𝗡𝗲𝘅𝘁 𝘀𝘁𝗲𝗽 Invite me to your job and we’ll start with a quick call to understand your goals and see if there’s a fit. If I’m not the right person, I’ll tell you directly.

Expert writer with 6+ years of experience, diverse background spanning writing, community management, venture capital, startups, tech, business development, and communications. Experience writing: -Journalistic articles -B2B + SaaS articles and resources -Short & long form blogs -Website copywriting -Pitch decks -Marketing copy -Newsletters Interdisciplinary education in business, writing, and sustainable agriculture. Demonstrated adaptability in startup and remote work environments, with entrepreneurial endeavors including self-publishing a book and founding an online publication. Proficient in various tools and platforms including WordPress, Clearscope, Canva, Shopify, Adobe suite, Microsoft programs, Trello, Mailchimp, and social media platforms. Skilled in communication and project management using Slack, Notion, Asana, and Google Drive. Key job experiences include: - Heads of Startups and Communications at Vevolution: Managing fundraising rounds for early-stage startups in food tech, climate tech, and alternative protein space. Responsible for investor relations, deal flow curation, pitch event management, content creation, and data reporting. - Staff writer + Editor at Santé Magazine: Wrote monthly column on innovation in the food and restaurant space, curated and edited articles for publication. - Lead copywriter at Brizo Foodmetrics: Produced SEO-friendly articles on restaurant technology and food trends, created case studies on customer success stories. - Freelance contributor roles at Lunchbox and The Spoon: Wrote articles on restaurant, food, and kitchen technology, covered news and analyzed trends in the food technology space. - Venture capital scout + contributor at Stray Dog Capital: Conducted due diligence on plant-based food startups, wrote newsletters on industry trends and funding news. - Article contributor, recipe developer, and community moderator at Health Union: Wrote articles on asthma and Type 2 diabetes, provided community support and resources.

Hi, I'm Brandon 👋 Send me an invite or message, and I'll reply with a personalized Loom showing exactly how I'd automate your workflow. ✅ Cut 92% of manual task delegation for Cardello Architects ($5M+ annual rev) with AI agents ✅ Managed entire GHL + AI automation backend for Content Cartel ($1.3M annual rev) ✅ Worked with New Zealand Shores ($1.5M+ annual rev) to automate eligibility assessment process ——— A longer, more detailed breakdown: Pleasure to meet you! Most clients work with me because I quickly understand messy business workflows and turn them into high-ROI automation systems. I currently serve as a lead engineer at Automation Architecture AI, a global agency focused on building operational automation systems for businesses. I also work directly with companies to eliminate CRM bottlenecks, streamline content pipelines, and build AI agents that completely handle operational work. What I'm best at: ✅ Advanced Workflow Automations I design production-grade automations built to scale. Using Make and n8n, these systems connect CRMs, email, databases, payments, and internal platforms. I specialize in automating dashboards, client onboarding and billing, content pipelines, task orchestration and lead capture systems. Every tool can be integrated with custom APIs when needed. ✅ AI Agents I develop custom AI agents and intelligent chatbots powered by GPT-5, Claude Opus/Sonnet 4.6, Gemini 3, LLaMA, and others. These agents handle lead qualification, outbound outreach, document processing, and act as digital operators for your business 24/7. ✅ CRM & Live Database Systems I automate pipelines and live data syncing with HubSpot, Salesforce, GoHighLevel, Airtable, Notion, Supabase, and Pipedrive, creating dashboards that free your team from repetitive database work and let them focus on revenue. ——— I leverage my experience building intelligent systems to deliver high-ROI automation solutions for your business. If you're looking for a partner who can architect reliable systems that scale, send me a message. I'd love to discuss how I can help you achieve 𝐲𝐨𝐮𝐫 𝐠𝐨𝐚𝐥𝐬. Skills & Tech Stack: - Make, n8n, and Zapier - Javascript - Any CRM or database platform - Large Language Models - Generative AI - AI Chatbot - AI Agent Development - AI Bot - Conversational AI - Custom API integrations

I am a seasoned expert specializing in e-commerce software administration and Amazon store management, with a keen focus on optimizing e-commerce operations and intuitive organization. My proficiency encompasses a wide array of tools and ERPs, including Google Apps Scripts, Make (formerly Integromat), Zapier, Airtable, Skubana, QuickBooks, and Xero, enabling me to automate and organize complex business processes. Recent Projects Highlight: Migration from Skubana (Now Extinsiv) to Airtable and Make: In a strategic move to enhance operational efficiency, I led the transition of my business operations from Skubana to Airtable, complemented by the automation capabilities of Make. This project involved a comprehensive overhaul of several key areas: CRM and Contractor Task Management: Streamlined the management of customer relationships and contractor tasks, facilitating better communication and project tracking. Bookkeeping Integration with Xero: Implemented a seamless integration between Airtable and Xero, significantly improving financial data accuracy and real-time access to financial insights. Inventory Management and Amazon FBA Reconciliation: Developed a robust system for inventory oversight, including a meticulous reconciliation process for Amazon FBA, thereby ensuring accurate stock levels and financial reporting. Migration from Microsoft Dynamics to Xero for a Dry Cleaning Business: Demonstrating my versatility across industries, I spearheaded the transition from Microsoft Dynamics to Xero for a dry cleaning enterprise with 12 physical locations. This project entailed: Financial System Overhaul: Migrated all financial data to Xero, enabling more efficient bookkeeping and financial analysis. Streamlined Operations Across Multiple Stores: Facilitated the integration of Xero to unify operations across all locations, providing a centralized view of the business’s financial health and operational performance. Professional Approach: My approach to project management is rooted in delivering crucial solutions efficiently, with a strong emphasis on understanding and aligning with the client’s business objectives. I leverage my deep knowledge in business process optimization, drawing upon my experience with international expansion, third-party logistics providers, and managing customer service contractors to offer tailored solutions that meet the unique needs of each client. Commitment to Excellence: As a results-driven professional, I am committed to delivering outstanding work that exceeds expectations. My passion for Business Management Software drives me to stay abreast of the latest trends and technologies, ensuring that my clients benefit from the most advanced and effective solutions available. Whether your goal is to automate specific processes, elevate customer service standards, or optimize inventory management processes, I bring a wealth of expertise and a proven track record of success to help you achieve your objectives and drive your business forward.

Across DTC and luxury ecommerce engagements, results include up to 11.85x ROAS and $200K+ in monthly revenue. I build Meta Ads, Google Ads, and Shopify growth systems that connect paid acquisition, creative testing, conversion tracking, and CRO to lower CAC and scale profitably. SELECTED RESULTS • Scaled a luxury jewelry brand to $200K+ in monthly revenue at 6.8x ROAS • Generated 1,527 purchases for a premium DTC brand with up to 11.85x ROAS • Helped grow a healthcare brand from $10K to $315K+ in monthly revenue RECENT UPWORK EXPERIENCE • Senior Paid Ads Strategist : improved ROAS through campaign optimization, retargeting, and scaling strategy • Marketing Lead : developed the ICP, market targeting, and zero-to-one marketing foundation • High-End Wellness Marketing Manager identified growth gaps and delivered an actionable, ROI-focused strategy • Growth Marketing Specialist audited the existing acquisition system and developed the next-stage roadmap CORE CAPABILITIES Meta Ads Campaign strategy, account structure, creative testing, retargeting, audience development, daily optimization, and profitable scaling. Google Ads Search, Shopping, Performance Max, keyword strategy, account audits, campaign optimization, and performance analysis. Tracking and Attribution Meta Pixel, CAPI, Google Tag Manager, GA4, event audits, attribution diagnosis, and reporting alignment. Shopify Growth and CRO Conversion analysis, landing-page strategy, customer journey improvements, offer testing, and revenue optimization. Growth Strategy ICP development, messaging, CAC and LTV analysis, channel planning, creative direction, testing roadmaps, and performance reporting. HOW I WORK I begin by reviewing the business economics, campaign structure, tracking accuracy, funnel behavior, and creative performance. I then identify the constraint with the greatest revenue impact, build a prioritized testing roadmap, execute against the highest-impact opportunities, and report what changed, what the data shows, and what decision should come next. For broader engagements, I also provide hands-on marketing leadership across positioning, customer acquisition, creative direction, and growth operations. BEST FIT • Established Shopify and DTC brands • Luxury ecommerce and high-end wellness products • Businesses actively investing in Meta Ads or Google Ads • Agencies needing senior paid-media strategy with hands-on execution If you already have campaigns running, send me your primary KPI, monthly advertising spend, and biggest performance constraint. I’ll tell you where I would begin.