Hire the Best Business Planners
in Canada

I help businesses replace spreadsheets, Microsoft Access databases, and manual workflows with user friendly software systems, built around how they actually operate. Most of the companies I work with have reached a point where their existing processes are no longer scaling efficiently: -spreadsheets becoming difficult to manage -disconnected tools and duplicated data -too much manual work -lack of visibility into operations -systems that have simply outgrown their original purpose That’s where I come in. I specialize in building operational business systems such as: • CRM / ERP / MRP systems • Inventory and order management systems • Job tracking and workforce systems • Quoting and estimating tools • Dashboards and reporting platforms • Automated workflows and integrations • Microsoft Access to Web App conversions My approach is different from most custom development because I build using a proven, custom framework and architecture refined across dozens of real-world business applications. This allows me to deliver: ✔ Faster development ✔ Lower overall project cost ✔ Reliable and scalable systems ✔ Clean, maintainable code ✔ Consistent workflows and user experience With this approach, you’re not paying to reinvent the wheel - you’re benefiting from systems and patterns that have already been proven in production environments. Before transitioning into software development full-time, I spent 8 years working in engineering and manufacturing in Canada. That experience gives me a strong understanding of operational workflows, process design, and the real-world business challenges behind the software. Today, I have: 🏆 Nearly 100 successfully completed projects on Upwork 🏆 100% Job Success Score maintained for over 8 years 🏆 Extensive experience with complex operational systems and custom workflows I’m also a strong believer in transparency and long-term reliability. -Clear and honest communication throughout projects -Fixed-price projects whenever possible -Strong internal QA/testing process -Lifetime bug-fix guarantee on fixed-rate builds If your current systems are slowing your business down, feel free to reach out. I’m always happy to take a look and discuss possible solutions.

Do you ever feel like your business numbers tell a story — but not the full one? I help small and medium-sized businesses turn financial data into clarity, control, and confident decisions. I’m Ameni N., an FP&A Consultant and Finance Professional with over 5 years of experience helping business owners strengthen their financial performance, plan growth strategically, and automate reporting processes that used to take hours. 💡 Here’s how I can support you: Budgeting & Forecasting — create realistic, data-driven plans that align with your goals. Financial Modeling — evaluate new projects, pricing, or funding scenarios with confidence. Automation & Dashboards — transform manual spreadsheets into dynamic, interactive reports using Excel or Power BI. Cash Flow & KPI Analysis — know exactly where your money goes and how to optimize it. 🧩 Why clients choose me: I understand how SMEs operate — you need clear insights, fast execution, and tools you can actually use, not complex corporate models. I combine financial expertise with automation and data analysis, helping you save time and make smarter decisions. I’m known for being proactive, reliable, and detail-oriented — you’ll always know what’s been done, what’s next, and the impact of every decision. My goal isn’t just to deliver reports — it’s to help you see your business in numbers, uncover growth opportunities, and feel confident in every financial move you make. 💬 Let’s connect: Send me a quick message about your current challenges, and I’ll share one or two ways we could simplify and improve your financial operations — starting today.

I help B2C and B2B to create successful marketing initiatives such as sales events, retreats, trade shows, webinars & conferences. It's not enough for your business to focus on just one channel, it needs an integrated approach. Connecting with your customers means using various channels of interaction. As an entrepreneur I know how time consuming this can be. Allow me to help you with these different tasks so you can focus on changing lives and impacting others. I am self-motivated and progress-driven. I LOVE events, allow me to support your business so you can focus on what matters in your role. As an entrepreneur/freelancer, I have honed my relationship-building abilities, tight deadlines & an astute problem-solver. I am capable of prioritizing and managing complex projects with proficiency. In my previous roles, I exercised skills in organization, communication, and reliability. Recent work - Business & wellness retreats - Conference event manager - Organized various travel - Virtual event moderator - Event producer that focused on in person sales events throughout the United States - Virtual event producer; tech support - Event logistics manager; managing all trade show logistics Highlights - English speaking - Lead magnet & sales funnel set up through Click Funnels - Proficient with active campaigns, google drive, canva & zoom - Calendar management - Event management - Basic bookkeeping (invoices & expenses) - Ability to book travel arrangements - Strategic planning skills - Email marketing -Customer service - Full event execution - Speaker management Strengths - Creative - Confident - Flexible - Dependable/ consistent - Problem Solver - Self Driven

Hi, I’m Shreya Zope — a Certified Food Safety & Regulatory Compliance Expert with 7+ years of experience helping exporters, importers, manufacturers, and warehouses in Canada and the U.S. stay compliant, audit-ready, and efficient. I combine my biotechnology background with graduate certificates in Food Safety & Quality (Conestoga College) and Supply Chain Management (Humber College) — along with advanced certifications including: ✅ SFCR (Canada) – Safe Food for Canadians Regulations ✅ PCQI – FSPCA – Preventive Controls Qualified Individual ✅ HACCP Level 4 Certified ✅ ISO 9001:2015 Internal Auditor ✅ BRCGS Internal Auditor My approach is practical, fast, and regulatory-accurate, designed to help food businesses achieve compliance with confidence. My Expertise Includes: 1) CFIA & FDA Food Label and Packaging Compliance Reviews 2) Custom SOP Templates for warehouses, manufacturers, and distributors 3) Import/Export Documentation Review for U.S. & Canadian markets 4) Food Safety Audits (HACCP, GMP, ISO 9001 readiness) 5) Internal Audits and QMS Implementation 6) Team Training on GMP, GLP, HACCP Standards I’ve helped CPG brands, breweries, logistics providers, and manufacturers: 1️⃣ Ensure products meet CFIA/FDA standards to avoid costly delays 2️⃣ Implement standardized quality systems and SOPs 3️⃣ Build preventive control plans and maintain audit readiness 4️⃣ Streamline supply chain operations while staying fully compliant Whether you’re preparing for certification, expanding into a new market, or simply want peace of mind with your documentation, I’ll help you simplify compliance and protect your business reputation. 📌 Let’s work together to make your food operations safe, compliant, and audit-ready — so you can focus on growth.

Hi, I'm Mike Lamch, experienced digital marketing and Google Ads specialist. I'm passionate about helping my clients scale their businesses and get the results they desire. When you partner with me, I don't just use cookie-cutter strategies like most other marketers put the time to learn about the dynamics of your business. This enables me to develop unique strategies that align with your marketing goals. Consider me as a partner, focused on making you money through complete transparency, excellent communication, and strategic execution.

🏆𝐖𝐢𝐭𝐡 𝟏𝟓+ 𝐲𝐞𝐚𝐫𝐬 𝐚𝐬 𝐚 𝐂𝐏𝐀 𝐚𝐧𝐝 𝐚 𝐓𝐨𝐩 𝟑% 𝐔𝐩𝐰𝐨𝐫𝐤 𝐞𝐱𝐩𝐞𝐫𝐭, 𝐈 𝐡𝐚𝐯𝐞 𝐡𝐞𝐥𝐩𝐞𝐝 𝐔𝐒 𝐚𝐧𝐝 𝐂𝐚𝐧𝐚𝐝𝐢𝐚𝐧 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐬𝐜𝐚𝐥𝐞 𝐚𝐧𝐝 𝐫𝐚𝐢𝐬𝐞 𝐨𝐯𝐞𝐫 $𝟐𝟎𝐌𝐌 𝐢𝐧 𝐟𝐮𝐧𝐝𝐢𝐧𝐠. 👋I’m Sergio, a 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 serving 𝗦𝗮𝗮𝗦 & 𝗲𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 who need more than a bookkeeper; they need someone who builds the financial infrastructure that supports real decisions, fundraising, and scale. I use AI and automation tools to deliver faster, more accurate financial infrastructure than a traditional CFO — at a fraction of the cost. 👋 What I actually do I don’t just report numbers — I build the financial infrastructure that helps founders make better decisions, raise capital, and scale with confidence. My clients hire me when they need: Clean books and a month-end close they can trust SaaS metrics that actually explain what’s driving the business A financial model that survives investor scrutiny A CFO brain without the full-time CFO cost 🏗 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻 — 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 & 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 I set up and manage your accounting — QuickBooks, bank/credit card reconciliation, payables, receivables, payroll, and month-end close. You get clean, GAAP-compliant books every month without chasing. Proof: 5-star QBO cleanup in under 20 days. Client said I “went above the scope.” 📊 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗲𝗿 — 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 & 𝗞𝗣𝗜𝘀 I turn your numbers into clear insights. For SaaS: MRR, ARR, churn, growth. For eCommerce: profit margins, CAC, LTV, and simple dashboards in Google Sheets. You stop guessing and start making data-based decisions. 🚀 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 — 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 & 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 Supported $7MM+ in fundraising with investor-ready models, data rooms, and due diligence. One deal had zero ARR adjustment post-acquisition. For ecommerce: media buyer P&L systems, cash flow models, and CAC/LTV frameworks driving ad spend decisions. 🤖 𝗔𝗜 & 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 I automate reporting, reconciliation, and financial workflows using tools like Zapier, APIs, and AI dashboards, saving hours of manual work and reducing errors while giving you real-time financial visibility. Forward-looking support includes: 3-statement financial models DCF and comparable company valuation Investor pitch deck financials Budget vs actual tracking Cash flow forecasting and scenario planning Pricing and tier strategy for subscription businesses 📊𝗧𝗼𝗼𝗹𝘀 & 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗦𝗸𝗶𝗹𝗹 • Financial Models (3-Statement, Forecasting) • Microsoft Excel (Advanced) • Systems Integration • Accounting Software • Zapier • Make (Integromat) • APIs • QuickBooks Online • Xero • Google Sheets • Custom AI dashboards ⚡ Specialties in SaaS Subscription revenue recognition — Deferred revenue and ASC 606 — MRR/ARR/NRR infrastructure — Stripe reconciliation — SaaS metrics from scratch — Venture debt and equity fundraising support ⚡ Specialties in Ecommerce Shopify and A2X reconciliation — COGS by SKU — Contribution margin modeling — CAC and LTV analysis — Real-time performance tracking — Multi-currency and cross-border accounting — Amazon and multi-channel bookkeeping ⚡ Specialties in Small Business QBO setup and cleanup — Chart of accounts design — Multi-entity bookkeeping — Partner splits and JV settlements — CPA coordination and tax-ready close — Canadian GST/HST compliance — US multi-state bookkeeping 💬 What clients say “Best accountant I’ve worked with, hands down. Extremely reliable and detail-oriented.” “Went above the scope.” “Fast, professional, and delivered great results. Highly recommended.” 𝐈 𝐜𝐨𝐦𝐦𝐨𝐧𝐥𝐲 𝐬𝐞𝐫𝐯𝐞 𝐢𝐧: Fractional CFO, CFO Level, Financial Reporting, Cash Flow Statement, Financial Analysis, Financial Accounting, CPA, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Financial Analysis, Business Financial Due, Financial Report, Business Valuation, Business Analysis, Financial Analysis, Market Research, Bookkeeping, Intuit QuickBooks, Business Plan, Microsoft Excel, Financial Modeling, Company Valuation, Bookkeeping, ecommerce business's financial records, ecommerce business's financial, Intuit QuickBooks, Financial Accounting, Bookkeeping, Accounting, Account Reconciliations, Bookkeeping, Accounting Basics, Bank Reconciliation, Cash Flow Statement, Balance Sheet, Cashflow Analysis Specialist, Cashflow Analysis, Microsoft Excel, Bank Reconciliation, Balance Sheet, Intuit QuickBooks, Payroll Accounting, Xero, Quickbooks Bookkeeper, SaaS Finance & Bookkeeping, SaaS Bookkeeping, SaaS, Startup Company, Financial Reporting, Fundraising, Recurring Revenue Businesses, Recurring Revenue, Senior Accountant, QBO, Account Reconciliation, General Ledger, Accounts Payable Management, Accounts Receivable, Bank Reconciliation, Accounts Payable, Microsoft Excel, Financial reporting and analysis, Balance sheet reconciliations Let’s talk.