Hire the best Business Planners in Florida
Check out Business Planners in Florida with the skills you need for your next job.
- $75 hourly
- 5.0/5
- (38 jobs)
Want to give your business idea it's BEST shot at success? I've helped entrepreneurs raise millions from banks, investors and the SBA to help them realize their vision. Have a business and was to OPTIMIZE your profits? I've successfully run hotels, bars and restaurants and I'm happy to show you how to do the same. My clients are serious about taking their ideas from concept to reality, and I help them do just that! My personal favorite client quotes (check my portfolio below) ✅"Sam was very professional and thorough. He completed the job earlier than proposed. He was always available and very detailed. Great job!!" ✅"Hey Sam, just wanted to forward along the good news that the loan was approved today!" ✅"Sam was great to work with. He was always available and quick to respond with updates and revisions. His knowledge in the field was sound and was able to efficiently create an outline on which we were then able to collaborate towards my specific needs and goals. " My clients are able to confidently present their proposals anywhere and get the results they need. I can't help everyone, but we may be a good fit if you're thinking: ⚡️"I'm not an expert at writing proposals or making spreadsheets, and I don't have the time to mess around with it" ⚡️ I need a fresh set of expert eyes to help me see where I can improve my business ⚡️"My last business plan was an embarrassment, and I don't want that EVER again" ⚡️"I know how to run my business, but maybe I'm too close to it" ⚡️"I need a full business plan package that I KNOW 100% will tell my company's story right" Working with me you'll: ⭐️ A clear, concise game plan to help take your business to the next level ⭐️Stop struggling with Excel and spending hours on the Internet- I handle all FINANCIAL STATEMENTS, FINANCIAL MODELS, GRAPHS and MARKET RESEARCH ⭐️Put your best foot forward the FIRST time! ⭐️Get delivered TURNKEY, INVESTOR GRADE documents that raise capital. ⭐️SAVE MONEY by getting high quality work that you can reuse for your PowerPoint presentations My clients have a lot to say about me: ✅"Sam was a great business partner" ✅"Excellent, James knew his craft in producing a thorough business plan." always available and very detailed. Great job!!" ✅"communication was good, and he was open and receptive when I had feedback, and patient and knowledgeable" What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Sound like a fit? Next steps: 📺 Watch the video on my Upwork profile 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together in your message. About me: Proven track record of optimal revenue performance: managing P&L, leading annual planning, driving monthly/quarterly analysis and reporting; Initiator of creativity and collaboration towards common goals by spearheading operational process redesigns from conception to implementation; Relationship-oriented leader diligently cultivating, maintaining established/potential partnerships, demonstrated success of supervising, unifying and motivating various teams to surpass targeted goals while maintaining quality performanceBusiness Planning
Financial ModelingSocial Media MarketingBusiness WritingAccounting Principles & PracticesEmail MarketingMicrosoft ExcelBusiness PlanFinancial AnalysisForecasting - $100 hourly
- 4.8/5
- (49 jobs)
Helping You Navigate Complex Challenges with Strategic Insights and Proven Expertise I’m Ryan Powell, an accomplished strategist and business consultant with a passion for guiding companies and leaders through their most pressing challenges. With over a decade of experience across technology, business planning, and leadership coaching, I help my clients move from uncertainty to clarity, from obstacles to opportunities. Why I Do What I Do: I’ve been in your shoes. As a founder, consultant, and executive, I’ve faced the frustration of tackling complex problems without the right guidance. I know how it feels to navigate the ever-changing landscape of business while trying to scale, innovate, and remain competitive. My mission is to ensure that others don’t have to go it alone. I’m here to provide the strategic insights and practical solutions you need to succeed. What Sets Me Apart: Proven Track Record: I’ve guided startups to millions in revenue, developed comprehensive business plans for major pitches, and led strategic turnarounds. I understand what it takes to build from the ground up and scale sustainably. Strategic Storytelling: My approach goes beyond tactics—I help you articulate your “why” and connect it to your audience in a meaningful way. This isn’t just about selling a product; it’s about sharing your vision and building relationships that last. Tailored Solutions: No two clients are the same. I specialize in creating customized strategies that align with your unique needs, goals, and market dynamics. How I Can Help: Whether you’re looking to refine your sales process, develop a compelling business plan, or navigate the complexities of scaling your business, I provide tailored, actionable insights that drive results. My services include: Business Strategy Development: Crafting bespoke plans that turn your vision into a clear, actionable strategy. Sales Optimization: Guiding you from founder-led sales to scalable, repeatable processes that drive growth. Leadership Coaching: Equipping you with the skills and insights to lead confidently and effectively, no matter the challenges ahead. Your Next Step: Ready to take your business to the next level? Let’s connect and explore how I can help you achieve your goals. Together, we’ll build a strategy that doesn’t just get you from point A to point B—but sets you up for long-term success. Best Regards, Ryan Powell, MBA-ITM, ACC Certified Executive Leadership Coach Doctoral Candidate, Business Admin.Business Planning
Brand StrategyBusiness WritingExecutive CoachingLeadership DevelopmentLeadership CoachingManagement ConsultingStartup ConsultingBusiness PlanOrganizational PlanBusiness Planning & StrategyMilitaryBusiness Proposal WritingBusiness ModelingMarket Research - $34 hourly
- 4.9/5
- (15 jobs)
Analytical and Innovative accounting strategy, designed to help businesses to achieve financial growth. I am a Boca Raton-based Controller and Full-Charge Bookkeeper helping small to medium-size businesses. Together, we will establish accounting procedures by detailing daily business activities. I learn that bottlenecks are a part of conducting business, and the creation of daily tasks provides stability and the opportunity for growth. Please send me an invite to your job to start the conversation.Business Planning
Wave AccountingXeroBookkeepingAccounting SoftwareBusiness PlanMicrosoft WordQuickBooks OnlineBank ReconciliationMicrosoft ExcelFinancial Report - $95 hourly
- 4.8/5
- (61 jobs)
I help healthcare organizations navigate complex licensing, compliance, and operational challenges with tailored solutions designed for success. As the Founder and Principal Consultant of CHCS Group, I bring over a decade of hands-on experience in regulatory compliance, policy development, and healthcare management. My mission is to simplify processes, optimize operations, and ensure clients achieve their goals efficiently. What I Offer: • Licensing and Compliance: Expertise in state-specific healthcare facility licensing, Medicaid/Medicare provider enrollment, and Joint Commission accreditation readiness. • Policy and Procedure Manuals: Comprehensive and customizable manuals tailored to state and federal requirements. • Interim Leadership: Experienced RN consultants and administrators to seamlessly fill critical roles. • Strategic Planning & Market Research: Data-driven insights and actionable plans for healthcare startups and established businesses. With an MBA in Complex Health Systems and a proven track record of delivering results, I’m dedicated to helping organizations thrive in the dynamic healthcare industry. Why Clients Choose Me • Proven Expertise: Successfully guided 50+ organizations through healthcare facility licensing, accreditation, and compliance challenges. • Tailored Solutions: Custom healthcare policy manuals, state-specific licensing support, and personalized guidance for unique needs. • Reliable Results: Achieved 100% accreditation readiness for Joint Commission surveys and secured licensing for healthcare startups across multiple states. Services • Healthcare Facility Licensure • Medicaid/Medicare Provider Enrollment • Policy and Procedure Development • Joint Commission and CARF Accreditation Survey Readiness • Interim Leadership Solutions • Business Plans and Market Research • Public Need Assessment & Rebuttal Reports for NY LHCSA Applications Ready to simplify compliance, licensing, and operations? Let’s discuss how I can help your organization succeed. Contact me today to get started!Business Planning
LicensingPolicy WritingBusiness Plan WritingBusiness PlanManagement ConsultingStartup ConsultingBusiness ConsultingComplianceBusiness OperationsHealthcare Management - $100 hourly
- 4.9/5
- (81 jobs)
I am a Chartered Financial Analyst (CFA) with over 20 years of finance experience spanning from Wall Street to the Middle East, I specialize in advising firms looking to raise capital from private equity and venture capital funds, family offices, and high-net-worth individuals (HNWIs). Additionally, as a licensed real estate agent in Miami, I specialize in residential and commercial transactions, often creating detailed financial models for these deals. I offer a range of tailored financial modeling solutions designed to meet the unique needs of each project. My models provide comprehensive and detailed analysis of financial status and performance, utilizing sophisticated methods commonly employed by Wall Street professionals to ensure accuracy and reliability. Customizable Features: 1) Comprehensive Analysis: In-depth examination of financial status and performance, tailored to your specific industry and business model. 2) Flexible Methodologies: Employing a variety of techniques used by Wall Street professionals, adapted to your project's requirements. 3) Scenario Simulation: Customized scenarios to simulate different business environments relevant to your industry and goals. Benefits: 1) Accurate Assessments: Ensures reliability in financial evaluations specific to your business context. 2) Strategic Insights: Provides valuable insights into financial health and performance, focused on your key metrics. 3) Risk Management: Identifies potential risks and opportunities under scenarios relevant to your business. 4) Informed Decision-Making: Empowers your business to make data-driven decisions based on tailored analysis. My flexible approach allows for the creation of financial models that are essential tools for businesses aiming to gain a deeper understanding of their unique financial position and prepare for various future scenarios specific to their industry and goals. Let's work together to create a customized financial model that empowers your business to thrive. Reach out now to schedule a consultation and take the first step towards financial excellence.Business Planning
Due DiligenceValuationEquity ValuationInvestment ResearchCompany ValuationDiscounted Cash FlowFinancial Analysis & ValuationInvestment BankingFinancial ProjectionBusiness PlanFinancial ModelingMicrosoft ExcelPitch DeckBlockchainPresentations - $100 hourly
- 5.0/5
- (15 jobs)
As a seasoned grant consultant and business plan developer, I specialize in securing non-dilutive grant funding and crafting comprehensive business strategies. With a proven track record, I have successfully garnered over $20 million in grant funding for various research institutes, nonprofit organizations, and other entities. My expertise extends to business plan writing and development, as well as financial planning, where I excel in turning complex concepts into actionable plans. If you're looking to transform your ideas into reality, book a consultation with me today. Let's work together to achieve your goals! Grant writer, NSF, NIH, DoE, DoD & SBIR/STTR Grant, RFP | Business Plan Grant writer, NSF, NIH, DoE, DoD & SBIR/STTR Grant, RFP | Business Plan Grant writer, NSF, NIH, DoE, DoD & SBIR/STTR Grant, RFP | Business Plan Grant writer, NSF, NIH, DoE, DoD & SBIR/STTR Grant, RFP | Business Plan Grant writer, NSF, NIH, DoE, DoD & SBIR/STTR Grant, RFP | Business PlanBusiness Planning
NonprofitGrant DocumentationGrant Evaluation PlanNIHBusiness Proposal WritingBusiness ProposalBusiness PlanBusiness Plan WritingGrant Objectives & MethodologyGrant Writing ConsultationGrant Research & Prospect ListGrant ApplicationGrant ProposalGrant WritingGrant - $56 hourly
- 5.0/5
- (243 jobs)
Good Day! I have been working as an investment analyst for nearly 5 years now for a multi-billion dollar investment firm in Manhattan remotely. This professional experience comes after working with startups and Fortune 500 companies in various analysis and leadership roles. I excel in determining whether or not a company is likely to be successful in the mid-to-long term through extensive social, psychological, financial, and industrial analyses. The companies I analyze are typically tech-based in a wide array of industries. Currently, I am in search of another long-term partnership for up to 20 hours per week. Cheers for reading and look forward to chatting soon, WWBusiness Planning
Startup ConsultingInternational BusinessContent WritingCybersecurity ManagementMarket ResearchContent ManagementBusiness WritingBusiness AnalysisBusiness Plan - $120 hourly
- 4.8/5
- (117 jobs)
I'm a passionate startup coach with 16 years of experience as a founder (having launched 4 businesses myself!). I leverage my experience and an Ivy League education (Cornell University) to guide you, from initial ideas to securing funding. I've built hundreds of pitch decks, business plans, and financial models for clients on Upwork and beyond. I'll provide a reality check and the tools to make your dream a business. My toolbox: Lean Startup methodologies, proven pitch deck formats (Y Combinator, Sequoia), business model canvas, design thinking, marketing personas, and financial forecasting. Let's collaborate: We'll start with a free discovery call to understand your goals. Following that, I'll send a proposal outlining deliverables, timelines, and fees. Once approved, we'll work together virtually, refining your plan step-by-step. My mission: Your success is mine. I'm here to help you launch your current venture and prepare for future ones. Let's chat!Business Planning
B-2 VisaWork VisaBusiness ValuationStartup ConsultingFinancial ReportFinancial ManagementFinancial ModelingMicrosoft PowerPointBusiness ModelingPresentation DesignBusiness DevelopmentBusiness Plan - $150 hourly
- 4.9/5
- (306 jobs)
I work with clients on resumes, CVs, cover letters, and LinkedIn profiles. Whether you're a young adult, facing unique challenges, a serial entrepreneur, making a radical career change, or a global CEO -- I can easily relate to you, have worked with someone like you, and can help you to succeed. My outstanding results for clients are due to my unique process in analyzing your background combined with a voracious knowledge base across all career tracks plus a knack for selling people on written documents. In short, I'm a seasoned executive who connects the dots across products, businesses, and markets in a powerful way... bringing that all to support your success with these critical digital documents that represent you. I'm also a business consulting generalist with expertise across an eclectic range: •everything in the technology industry, from startups to VC •purposeful design applied to digital documents •sales psychology •academia and the meticulous writing and editing skills that come with it •international business •"translating" from one business, industry, or country's market "code" to another for the sake of the client/job candidate •applying online research techniques to empower clients with the best knowledge of opportunities •bringing strategy to bear on your short-term and long-term career goals •negotiation creativity and overcoming hurdles in the interview-to-job-offer path •current affairs and trends in business, organizations, and markets •salary and compensation strategy I hold bachelor degrees from the University of California, Berkeley as well as master degrees from Stanford and Harvard. I write prolifically on a range of topics, keeping my ability to serve clients as sharp as possible with thought leadership constantly tested in the global, public marketplace of ideas. If you need one of the best resume, CV, cover letter, and LinkedIn consultants available, let's chat. **Remember: a lot of job search/prep-related expenses are tax deductible. Consult with your tax advisor for further clarification.Business Planning
Content StrategySales WritingMarketing ConsultingBranding & MarketingContent WritingLife CoachingCareer CoachingBusiness Proposal WritingResume WritingHuman Resources ConsultingBusiness CoachingCover Letter WritingStartup ConsultingMarketing StrategyBusiness Plan - $79 hourly
- 4.8/5
- (491 jobs)
As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will LyonsBusiness Planning
Executive SummaryBusiness Proposal WritingBusiness Planning & StrategyBusiness WritingBusiness PlanFinancial AnalysisBusiness AnalysisBusiness ValuationFinancial ModelingBusiness ModelingFinancial Report - $50 hourly
- 4.9/5
- (30 jobs)
Hola, I'm Monica, a bilingual Master in Agribusiness and the founder of CS INTEGRAL LLC. I create high-quality reports, case studies, data analyses and particularly grant proposals for non-profit and corporate organizations, Whether you're looking to extract insights from a data set or develop a strategic plan for your business, I can help! My completed projects include advising on: Grant proposals (letters of intent, applications, proposal templates, grant reports, evaluations, and budget analyses) Business Planning and Strategic Consulting (business plan writing/presentation, work plans, strategic analysis, marketing plans, market entry strategies) E-2 visas Business Plans Investor Pitching, Pitch Deck drafting & Fundraising Market Research (industry analysis, market sizing, competitive analysis, customer analysis, SWOT)Business Planning
Startup ConsultingAgriculture & ForestryAcademic WritingStatistical AnalysisCase StudiesBusiness PresentationFeasibility StudyOrganizational DevelopmentCopywritingData AnalysisGrant WritingBusiness Plan - $85 hourly
- 5.0/5
- (8 jobs)
Professional content developer available to help you succeed on your projects, proposals, and more! Experience based in writing content to help generate growth and interest in your product- whether that is a website, item for sale, or even yourself. A large portion of my experience is in writing and proofreading blog posts, resumés, college application essays, newsletters, and business plans, but as new experiences pop up every day, I look forward to meeting any challenges that I might be afforded the opportunity to take on!Business Planning
Travel & HospitalityContent WritingEconomicsMarketingStrategyCustomer ServiceProofreadingBusiness Plan - $150 hourly
- 5.0/5
- (19 jobs)
Worked with over 30 tech founders and 75+ B2B services CEOs between $0-150M in revenue as a consultant and business coach to drive: - Growth & exit strategies - Higher enterprise value, top-line revenue growth, and operational efficiency - Improved margins - Growth capital injections (VC/PE) - Strategic and operational planning Career highlights: • Drove 55% increase in valuation for FinTech company in 7 months through re-architecting its go-to-market strategy, leading to a $36M exit. • Worked with over 75 B2B Services CEOs to help them close consistent 6 and 7-figure deals, establish recurring revenue models, grow margins to 70%+, create scalable delivery mechanisms, and position their businesses as 1-of-1's in their respective niches. • Helped raise over $40M in early-stage capital • Supported the development of a growth plan to reach $155M ARR that encompassed product, sales (direct + channel), and go-to-market for a logistics software company that led to a $950M Private Equity buyout. • Assessed a $20M Healthcare IT company and its market opportunities in the private sector and helped develop its growth strategy. This included new brand and market positioning, a product and IT transformation that consolidated many disparate products and services into a single Health Intelligence Platform, and uncovered M&A opportunities to accelerate the commercialization of its platform. My experience spans a wide range of sectors and technologies, including: • AI/ML • B2B & B2C SaaS • Web3 • FinTech & WealthTech • Healthcare IT & HealthTech • IoT • Cloud Computing • IaaS, PaaS, iPaaS • Professional Services & Tech-Enabled Services • Marketing Agencies • Supply Chain Tech • Enterprise Software • Consumer Goods & CPG • ManufacturingBusiness Planning
Strategic PlanBusiness PlanFundraisingMarketing StrategyBusiness ModelingBusiness ConsultingBusiness ManagementInvestment PreparationMarket ResearchMarket Analysis - $100 hourly
- 5.0/5
- (1 job)
Successfully completed 150+ Business Plans, Financial Forecasting, and Pitch Presentations. Resulted in securing over $125 million in VC capital and facilitating 50+ successful VC investments. *** MBA with solid knowledge in Startups, SaaS, FinTech's , Insurtech's , BlockChain, Artificial Intelligence, Retail & Real-Estate Investment Businesses *** 25+ years of experience in creating Business Plans, Startup Plans, Business Strategy, Feasibility Study, Investor Pitch Decks, Financial Projections (Financial Forecasting), Products & Services Pricing models, Services / Products specs/definitions, marketing strategies and plans, sales strategies and plans, and company & product launch plans. I’ll work with you “hand in hand” to develop your business strategies and write plans that provide positive results. Main services: • Service and product market assessment • Service and product pricing plan • Business Feasibility study • Business Plan • Marketing Strategy • Sales strategy • Business expansion strategy. • Financial forecasting • VC “Venture Capital” Pitch deck (based on a well-developed plan) • Branding ideas (Plus digital art / logo) • Value proposition • Vision & mission statements • Enhance your corporate business processes • Automate your corporate business processes • Provide IT related NDA and Non-Compete contracts (Plus more). • Write Job descriptions and help interview candidates • Feasibility study • Coach founders and management teams • Raising capital Some Major Accomplishments: • Fast food chain business: Successfully enhanced the chain business income, and stopped all losses, and increased the overall income by 125%! • IT Services business: Successfully audited the business plan for an IT business in Atlanta, GA and converted their monthly losses into pure profits! • Started an IT services company, and expanded the business globally “Digital Analytica Inc.” . • Founder and CEO of a software company in the Silicon Valley. Successfully closed major deals with FORTUNE 500 companies. Why me? • Successfully Started multiple IT related corporates in the Silicon Valley • Trusted by many well-known corporates, and currently serving as Technical Advisor to : The Phillips Group. • Successfully created analysis reports to top tier / Forture-500 corporations in the USA and UK. • Successfully created multiple business plans for multiple “Successful Startups” • Successfully created multiple feasibility Plans for multiple “Successful Startups” • Elected a Judge for the InsureTech Innovation Rewards. • Selected as a Speaker in the Startups domain in many Global events; such as: Seamless • MBA Graduate with an emphasis in Global Business Strategies.Business Planning
Financial PlanningFinancial ProjectionPitch DeckSales StrategyBusiness CoachingManagement ConsultingBusiness PlanCorporate StrategyBusiness WritingBrand ConsultingStartup ConsultingFinancial ModelingBusiness ModelingMarketing Strategy - $80 hourly
- 4.9/5
- (20 jobs)
(Total hours worked only shows hourly contracts, not hours dedicated in projects. Value/hour is discounted price) Business consultant and project finance expert., with over 20 years experience with startups and small businesses in an array of industries. Worked in consulting for Accenture and other multinational companies and startups. Focus areas: Small and Medium Enterprises & Start-ups in diverse industries. Project Finance: Strategically and operationally experienced project finance expert. I can assist you in linking strategy with operations and project finance. STRATEGY CONSULTANT: Strategic brainstorming & planning, product strategy, business model, financial modeling, company building, establishing objectives & key results (OKRs), and board of directors. FINANCIAL MODELLING: Every good strategy needs a sound financial model and forecast. I can deliver financial models that are scenario based and with dashboards for revenue, analysis, ROI, IRR, risk. I can assist you with planning, forecasting, and doing operating budgets, CAPEX, acquisition analysis, and pro formas. BRIEF BACKGROUND: Bachelor's degree in Business. Extensive experience with new business ventures, both as an employee and as an entrepreneur. Whether you are starting a business, planning on expanding to new lines of business, or need someone in the day-to-day operation, I have the necessary skillet and business acumen to accompany you throughout the process. Upwork rate is discounted, given lower rates generally offered in Upwork. Thank you.Business Planning
Business CasesStartup ConsultingBusiness ConsultingFinancial ProjectionFinancial ManagementBusiness ManagementFinancial ModelingFinancial PlanningCash Flow ModelingBusiness PlanProcess Design - $75 hourly
- 5.0/5
- (1 job)
Carmelita Brown, a seasoned business leader with over 30 years of experience, has dedicated her career to empowering businesses to succeed. With a rich background in Operations, Human Resources, Payroll, Finance, & Accounting, she is no stranger to the complexities and challenges that come with running a business. Now, as the Managing Partner of Elite Professionals USA, Carmelita is channeling her expertise to create an epicenter of innovation and growth for entrepreneurs and established business owners alike. From startup ventures to corporate giants, her solutions are tailored, strategic, and most importantly, effective. Passionate about keeping abreast of the latest trends, regulations, and technologies, Carmelita continues to be the guiding light for businesses aiming for the next level.liBusiness Planning
Risk AssessmentStartup ConsultingHuman Resource Information System ImplementationAdministrative SupportTrainingEmployment LawBookkeepingBusiness PlanCompensation & BenefitsHR & Business ServicesFinance & Accounting - $80 hourly
- 5.0/5
- (95 jobs)
Centaur Digital Corp addresses the accounting and tax needs of busy business owners. As a business grows, owners have less time to devote to their accounting and tax compliance, both of which are crucial functions for any successful business. In the past, these functions were typically interwoven into a business in a way that made an in-house accounting team essential. But that has changed! There have been numerous advancements in accounting technology in recent years, and cloud computing has made them accessible and affordable for smaller enterprises. Now, small companies can take advantage of new technology to help them grow and generate larger profits. Proper implementation of these technologies, however, is paramount. Centaur Digital Corp is here to help you identify relevant accounting technologies. We work with you to implement the necessary technologies to improve the clarity and efficiency of your business’s accounting system and increase your profits. Centaur Digital Corp was founded by Vlad Rusz, who has over a decade of experience working as a senior manager of small companies and providing managerial consulting to other businesses. While working as the CEO of a previous enterprise from 2014 to 2016, Vlad Rusz achieved tremendous growth by providing business consulting and business plan services to hundreds of satisfied clients. This success earned Vlad Rusz countless 5-star ratings and various prestigious awards. At Centaur Digital Corp, we look forward to providing world-class service to our clients, helping you increase profits and achieve your business goals. We take responsibility not just for our work, but for your entire accounting and tax system! AWARDS AND ACHIEVEMENTS 2020 Quickbooks Online ProAdvisor 2020 Xero Certified Advisor 2019 Passed the CMA Exam 2018 Passed the CPA Exam 2016 Became a member of the Forbes Finance Council 2016 EY Young Entrepreneur of the Year Southeast Semi-finalist 2016 Gwinnett Pinnacle Award “Young Entrepreneur of the Year” Winner 2015 Gwinnett Pinnacle Award “Rising Star” Winner 2015 #1 Business Plan Consultant in Atlanta by ThumbtackBusiness Planning
Accounting SoftwareTax StrategyBusiness PlanZoho CRMZoho CreatorBookkeepingSales TaxTax ReturnTax PreparationTechnical AccountingFinancial ProjectionMicrosoft Excel - $100 hourly
- 5.0/5
- (23 jobs)
A seasoned professional with decades of experience providing consultation from the Fortune 5 to the less than 5 small businesses. Expert advice for business planning, sales management, process and system design, and solutions implementation for entrepreneurs and small businesses. Solutions are custom built with your available software, and tailored to your business. Whether it's process improvement or software development, all implementations are focused on reducing expenses and improving profitability. From the initial marketing outreach, to sales support, to operations, delivery, and maintaining customer satisfaction, I can improve your business end-to-end.Business Planning
DocumentationSalesManagement ConsultingCustomer Relationship ManagementSales OptimizationBusiness PlanB2B MarketingCompany ResearchLead GenerationSales DevelopmentBusiness Planning & StrategyWritingSaaSTrainingPrice & Quote Negotiation - $60 hourly
- 5.0/5
- (13 jobs)
My goal is to deliver value to your organization by combining my experience with my Master's degree in Business Management, Human Resources, and SHRM Certification. Hello there! My name is Ryan Smith, I have spent the last 5 years in HR & IT, holding positions such as IT Manager, HR Director, HR Business Partner, Recruiting Coordinator, and HR Generalist. Working primarily for a variety of start-ups and in fast-paced environments, I've seen it all-such as assisting companies with partnership agreements, acquisitions, employee contracts, employee engagement, and building winning cultures. While also coaching numerous companies on all facets of employee performance, including employee handbooks, hiring, policies and procedures, job descriptions, and I’ve utilized many different HR tools to help make a company successful. Additionally, I have recruited, built teams, and established a winning culture for several startup companies. These teams include supply chain, marketing, finance, human resources, accounting, customer service, and more. By doing so, organizations I have worked for have won the award "Best Place to Work" in the Orlando Business Journal. Diving more into the specifics, in three complex business environments, I have built HR departments from the ground up with great success in three start-up organizations. In addition to onboarding and offboarding employees, I have extensive experience with employee relations, investigations, mergers and acquisitions, FMLA, various leave policies, program and project development, employee engagement, writing job descriptions and resumes, managing performance, PTO, developing career maps, implementing tools for successful and professional recruiting, strategic planning, change management, FLSA, classification and compensation, payroll, benefits, and all other human resource functions. Overall, I operate with a high sense of urgency and ownership, providing 110% effort in every aspect of work I perform. I would love to partner together and help bring your organization to the next level.Business Planning
CompensationRecruitingBusiness PlanIT InfrastructureEmployment LawEmployee RelationsHuman Resources ComplianceHuman Resource ManagementInformation TechnologyPerformance ManagementMicrosoft OfficeHuman Resources ConsultingEmployee TrainingTraining & DevelopmentHR & Business Services - $150 hourly
- 5.0/5
- (3 jobs)
Strategic thinker with strong technical skills and experience in finance and mergers & acquisitions. Love to work with clients and advise on growth and strategy challenges with a creative approachBusiness Planning
Corporate FinanceBusiness DevelopmentFinancial ModelingBusiness PlanValuationMergers & AcquisitionsStrategyFinancial Analysis - $75 hourly
- 4.7/5
- (6 jobs)
**Transform Your Brand: Authentic, Captivating Messaging That Converts** Are you ready to elevate your brand to its most authentic, captivating form? I’m a seasoned Brand Strategist and Messaging Architect with over 30 years of experience in engineering, entrepreneurship, and brand messaging. My mission is to excavate the authentic core of your brand, unearthing the unique elements that make you genuinely one-of-a-kind. In a world saturated with derivative marketing speak, your true essence can easily get lost. I specialize in breaking through superficial layers to uncover the gold within your brand’s purpose, values, and philosophies. Through an intensive discovery process, I will craft an unmistakable identity and voice for your brand that demands to be heard, attracting your ideal clients effortlessly. What I Offer: 1. Undeniable Brand Narratives: --Bold brand manifestos that clarify your world --Authentic storytelling that eliminates competition --Clear articulation of purpose, mission, vision, and unique value propositions (UVP) 2. Thought-Leading Content: --Persuasive brand messaging across all marketing channels --Educational content (blogs, videos, webinars) that establish thought leadership --Keynote presentations that position you as an expert 3. Persuasive Value Propositions: --Unique value propositions aligned with your brand essence --Clearly articulated product/service benefits and sales messaging --Industry-disrupting marketing campaigns 4. High-Converting Copywriting: --Psychologically-driven website copy that enlightens and converts --Sales funnel copywriting that seamlessly guides prospects --Persuasive ad copy, emails, lead magnets, and more Why Choose Me: Too often, passionate professionals with brilliant ideas struggle to stand out. My role is to help you break this cycle. With my technical mastery and finely-tuned human touch, I’ll create a brand presence that magnetizes your perfect prospects. No more chasing clients with diluted pitches. Let’s work together to reveal the inimitable treasure within your brand, ensuring your message resonates deeply with those who truly value what you offer. Ready to transform your brand? Let’s initiate the excavation and uncover the unique essence that will set you apart. Hand me the metaphorical tools, and we’ll venture deep into your brand’s bedrock to find the gold that lies within. Skills 👉Brand Strategy 👉Messaging Architecture 👉Authentic Storytelling 👉Persuasive Copywriting 👉Value Proposition Development 👉Thought Leadership Content 👉Marketing Campaign Strategy 👉Sales Funnel Optimization MY RATE: Starts at $49/hr. I do prefer to be deliverable-based if you have a clear statement of work. That means I work until the job is done for an upfront investment (regardless of hours.) WHAT THEY ARE SAYING "Josh was such a perfect match for our organization. Working with him was seamless. He's a very dynamic person, with a great sense of humor, with seemingly endless energy and enthusiasm for what he does. He spent time to really understand our organization. I would highly recommend Josh to anyone " Kelly K. "Josh’s enthusiasm and his abrasive honesty rocked me to my core. His tenacity and ability to make me stand up for what I truly want was life changing. For the first time in a long time I had someone meeting me at my level and holding me accountable." Jackie V. "Josh conveyed a professional and confident personality that, as a not-for-profit organization toughing it out during this pandemic, we valued above all other applicants. Once we started working together, I was amazed by how quickly Josh transformed my wordy first draft into an effective and targeted message. Josh seems to have a natural strength for helping people organize their thoughts and simplify the steps they need to take in order to accomplish their goals. We've already sent out our letter, but Josh hasn't stopped there. He continually offers to help, and sends his tips for closing the deals with personal contact. We would glowingly recommend Joshua to any organization looking to boost their promotional, marketing, and communication arenas. He's got what it takes to help build a business!" Dena H.Business Planning
Branding & MarketingPersonal BrandingBrand PositioningBusiness PlanLife CoachingBrand IdentityTelemarketing ScriptwritingBusiness CoachingSpeech WritingWritingPublic SpeakingSales WritingCopywriting - $95 hourly
- 5.0/5
- (3 jobs)
Consider me your strategic business, leadership and technology advisor to help you plan, launch and grow your business. With my education and expertise of more than 25 years in business, I can help you to succeed by providing the following services: Business Development & Strategy Consulting • Business Analysis & Feedback to review systems/structures in place and identify areas for continuous improvement • Business development strategy to find new opportunities for growth • Marketing strategy and planning to attract more clients • Software, application, and tool recommendation and set up (if necessary) • Provide training, ongoing communication and support through regular “check ins IT & Digital Marketing Consultant • WordPress Website Development • Website copy (Home, About, Product Pages, Landing Pages) • Social media content and ad copy • Email marketing campaigns (newsletters, drip sequences) • Blog writing and content strategy • Sales pages and product descriptions • SEO-focused content and copy audits Podcast Production & Management Services • Tailored solutions designed to seamlessly launch, manage, and grow your podcast Facilitator & Workshop Presenter • Prepare relevant, insightful, and engaging instructional materials. • Provide quality and innovative instruction with meaningful student engagement to successfully achieve the relevant outcomes. • Assess student performance and provide feedback and support for continued growth and developmentBusiness Planning
EntrepreneurshipLeadership DevelopmentBusiness PlanBusiness DevelopmentWorkshop FacilitationBusiness CoachingBusiness AnalysisCurriculum DevelopmentBusiness ConsultingStartup ConsultingDigital TransformationBusiness PresentationBusiness StrategyWordPress DevelopmentMarketing Strategy - $70 hourly
- 4.9/5
- (24 jobs)
Greetings! My name is Ismael, and I specialize in crafting investor-focused business plans and financial models for entrepreneurs and startups. Whether you're an individual, founder, or organization seeking funding or guidance on how to grow forecasted profits, I'm here to help. My process starts with a complimentary interview to learn all about your business idea. From there, I conduct thorough market research using vetted sources to identify problems, solutions, and market opportunities. My strategically written documents include idea plans, growth plans, financial forecasts, and financial summary reports. If you have new and disruptive ideas, I'd love to work with you! Let's collaborate and make your business dreams a reality. Education My credentials include a BS in Biology from Nova Southeastern University, an MS in Biotechnology with a concentration in Business from Adelphi University, and an MBA from Nova Southeastern University with a concentration in Finance. Services -Business Plan Deciding to start a business can be terrifying. Its often characterized by massive uncertainty, fear, and not knowing where to start. That is where I come in. After assessing your idea, I will detail its problems, solutions, foreseeable risks, and opportunities, drastically improving your chances of launching a successful business the first time around. The deliverable will be an actionable blueprint that gives you an adequate evaluation of how your product or service fits within a niche market. A drafted report can be used to secure a business loan, identify and avoid potential business risks, and determine if pursuing the idea is realistic. With a complimentary pre-screening meeting, you will have the opportunity to share your dream with me, where I will then conduct the back-end research on your behalf. This is followed by a post-delivery consultation to ensure that you understand the report in its entirety. My goal is to help make your dreams come true, and I will be there with you every step of the way. -Growth Analysis We create client-centered growth plans with the focus in mind to identify your operational barriers and provide detailed solutions. Our comprehensive reports deliver an actionable roadmap to reaching quantifiable milestones through strategic decision making and solution-based analytics. The experience of our business team stretches across an array of industries, giving our clients a thorough outlook of where they currently stand in their respective markets and how to reach long-term profitability. -Financial Forecast Report Clients will receive a comprehensive financial forecast report purposed to monitor company growth over time, present to investors, and maximize profit. Each excel forecast also comes with an intuitive financial summary report that sources key findings from the forecast into an investor-friendly illustration. I work with clients to ensure that their intended message is heard and investors are able to see their company's potential as well as the client themselves. Clients receive an extensive pre-screening interview so I can have the opportunity to fully understand the product or service before beginning my research. Following the acceptance of the deliverables, the client will also receive a complimentary consultation call to go over the report in its entirety. Service Breakdown 1) Business Consulting (2-4 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 1 to 3 years of Sales, Profit & Loss, Cash Flow and Breakeven, and Market opportunity revenue forecasts. 4) Writing (8 to 16 hours) - following a financial-based format focused on investor-ready reports, charts, maps, graphics, etc., to clarify your business idea. I plan to make a significant impact in business development and strategically guiding startups. Before beginning one of my projects, please message me first. Thank you! ___________________ Thank you for your time and have a great day! IsmaelBusiness Planning
Pitch DeckPersonal Business PlanBusiness Plan WritingBusiness ConsultingStartup ConsultingFinancial ModelingBusiness PlanBusiness Process ModelingBusiness AnalysisNonprofit OrganizationCash Flow AnalysisBusiness DevelopmentBusiness Planning & StrategyFinancial PlanningCompetitive Analysis - $150 hourly
- 4.9/5
- (74 jobs)
🚀𝙍𝙀𝘼𝘿𝙔 𝙁𝙊𝙍 𝘼 𝙌𝙐𝙄𝘾𝙆 𝙅𝙐𝙈𝙋 𝙎𝙏𝘼𝙍𝙏 𝙏𝙊 𝙔𝙊𝙐𝙍 𝘽𝙐𝙎𝙄𝙉𝙀𝙎𝙎? 🚀 Millions Raised from Investors and SBA Loans with our bespoke business plans and pitch deck presentations. Whether you are a startup, an existing business applying for SBA LOANS, or a startup seeking seed funding from investors, I offer FIRST-CLASS Business Plans with Financial Projections that potentially improve your chances of approval. Want to impress investors with a killer Pitch Deck Presentation? I am here to help! I've assisted several businesses across diverse sectors. For instance, I crafted a business plan for an Italian Restaurant in NJ that secured them $300K in SBA loans. In addition, an HVAC startup business secured $2.4MM in SBA loans. Similarly, an E-Commerce swimsuit fashion brand I worked with saw a 150% increase in sales after implementing the strategies outlined in their plan. I take pride in tailoring each plan to the business's unique needs, ensuring measurable outcomes and success. My approach is holistic. I don’t just write plans; I ensure they resonate with your vision, are feasible, and appeal to the stringent requirements of SBA lenders and investors. ✍️Why Choose Me? ✍️ - SBA Experience. Former SBA Document Specialist - Extensive Portfolio of Clients and SBA Lenders - Quick Turnaround Ready to chat?Business Planning
Financial AnalysisFinancial PlanningExecutive SummaryManagement ConsultingSmall Business AdministrationMarket ResearchBusiness ProposalImmigration Business PlanFinancial Analysis & ValuationPitch DeckBusiness Planning & StrategyFinancial ModelingBusiness Plan WritingFinancial ProjectionBusiness Plan - $269 hourly
- 5.0/5
- (4 jobs)
Hi, and thank you for visiting my profile! Looking over my profile, you will quickly note that I am an outcome-driven leader with hands-on experience leading organizations to new heights through innovative strategies, exceptional financial acumen, and unwavering dedication to exceeding customer expectations. Possessing exceptional capabilities and proven aptitude to stimulate revenue growth, streamlining operations, and promoting innovation. Furthermore, my documented history incorporates that I am a detail-oriented individual with a strong command of crafting innovative prompts to drive AI systems' capabilities, enabling more accurate, efficient, and human-like interactions with a commitment to pushing the boundaries of AI technology and creating intelligent solutions to transform industries. I am known by my colleagues for championing a nurturing culture of excellence, adaptability, and collaboration and mentoring teams to achieve evident results Some of the areas where I excel include Business Development, Strategic Planning & Execution, and Revenue Growth While others take pride in meeting all standards set before them, my passion is for delivering service that goes beyond organizational expectations, creating a win-win scenario for everyone involved.Business Planning
Generative AI Prompt EngineeringBudgetForecastingManagement SkillsContinuous ImprovementManagerial FinanceProduct DevelopmentBusiness ManagementWeb ApplicationFinancial ManagementFinancial PlanningDesktop ApplicationContractBusiness PlanBusiness Development - $40 hourly
- 5.0/5
- (20 jobs)
I am a professional grant writer, researcher, and consultant, with 20 years of experience. I wrote 26 funded Non-Profit Grants and SBIR proposals totaling ~$28 Million with better than 90% success/funding rate. NIH, NSF, DOD, EPA. After startups, worked for venture firm crafting strategic alliance proposals and new business model strategies. I'm your guy if you’re looking for someone to quickly understand and communicate your new science/technology in a profoundly convincing proposal. I add value to your proposal via brevity, clarity, and undeniable logic - synergistically fitting your science/technology into the strategic vision of your customers. I am experienced with all major funding agencies' grant proposal and award management processes. As a professional grant writer, I deliver grant writing expertise to amplify profit and nonprofit organization's impact. I have raised more than $10M for: arts, criminal legal reform, culture, economic projects, education, wildlife conservation, health, humanities, people living with disabilities, racial justice, STEM, Veterans, women, workforce development, youth, etc. I bring to your doorstep a service that offers you a 97.7% success rate in your quest to win grants. I offer a high-quality Grant proposal that covers you in your search for successful funding and progress in your startups. Be you: -Profit entity -Nonprofit entity -Minority-owned business, etc. I am committed to producing quality work that meet standards. My services are as follows: -Grant proposal -Grant application -Letter of intent -Business plan -RFPBusiness Planning
Grant Research & Prospect ListGraphic DesignLogo DesignRomance WritingNonfiction WritingGhostwritingResumeWritingGrantPitch DeckBusiness PlanGrant ProposalGrant ApplicationGrant WritingEbook - $75 hourly
- 4.9/5
- (275 jobs)
*******All Pricing customized to client's needs******* Business Consultant, Bookkeeper/Accountant, with 10+ years helping over 253 clients on Upwork --Quickbooks Certified --Cleanup Services/Catchup --Monthly bookkeeping --Performance Analysis --CPA CollaborationBusiness Planning
AccountingBookkeepingFinancial StatementMicrosoft ExcelFinancial ModelingForecastingBusiness CoachingBusiness StrategyMicrosoft PowerPointBusiness Plan WritingProduct AnalyticsMarketing StrategyFinance & AccountingFinancial AnalysisBusiness Plan Want to browse more freelancers?
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