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I'm a Certified Financial Planner and Enrolled Agent. I value work life balance and quit my corporate 9-5 job to find the best mix for my family. Whether you just need help with your business books, OR a second opinion on anything tax related, I've got you covered. I'm passionate about saving YOU money on taxes. I help companies with bookkeeping and making sense of Profit and Loss Reports. I help Individuals create year over year plans to optimize their money with taxes in mind. Need help actually implementing a tax strategy from start to finish? I've got you! I can help implement payroll, entity type review and change, business tax strategy, Roth SE 401k, Cost Seg, HSA/Dependent Care FSA, and many more strategies.

With over eighteen years of dedicated experience, I bring a wealth of expertise as a seasoned business plan writer and innovative strategy consultant. My extensive background spans numerous industries, providing me with a comprehensive understanding of diverse market dynamics. I am also highly proficient in crafting compelling grant letters and successful applications, consistently securing vital funding for my clients. My proven capabilities encompass a broad spectrum of critical business functions, including: Comprehensive Visa Business Plans: Specializing in H1B, L1, and E2 visa applications. AI Assisted Market Research Generation: Software specialized in gathering and developing marketing research reports. Impactful Non-Profit Business Plans and Grant Writing: Developing strategies that secure essential funding, including government grants via Grants.Gov. Strategic Roadmaps: Guiding businesses toward sustainable growth and market leadership. In-Depth Financial Analysis and Modeling: Delivering robust financial projections and interactive dashboards. Statement of Requirements Development: Crafting clear and precise contractual specifications. Thorough Competitor Research: Providing actionable insights into market landscapes. Successful SBA Loan Applications: Navigating the process to secure crucial small business funding. Concise Business Summaries: Delivering high-level, impactful overviews (approximately two pages). Strategic SWOT Analysis: Identifying key strengths, weaknesses, opportunities, and threats. My core strengths lie in developing sophisticated marketing strategies and robust financial models. I leverage advanced tools, including custom Excel worksheets and the industry-leading Liveplan software, to create comprehensive business plans or specialized financial dashboards and reports tailored for grant applications. I pride myself on my flexibility and ability to adapt my services to precisely meet each client's unique business needs and objectives. I am eager to collaborate with you and invite you to contact me at your convenience to discuss how my expertise can drive your success.

UpWork's most experienced attorney freelancer. Licensed lawyer with 15 years total experience. Trusted and respected expert lawyer providing the highest-quality, best-value, and fastest-turnaround legal services for both businesses and individuals. Knowledgeable in all areas including contracts; labor & employment; liability; disputes; intellectual property; pleadings; legal research & consulting. Graduate of Vermont Law School & Seton Hall University with 4 advanced degrees total. I am a hardworking professional willing to go the extra mile for my clients - just read what those clients have said below!

If you're a local service business and feel like you're invisible online, let's change that. Most service providers don't need an expansive marketing overhaul; they need to be found by the right people and that's exactly where I come in. Failing to have an optimized Google Business Profile can mean not just lost calls, but missed clients who never knew you existed. A dormant profile or one that doesn't appear in the right searches is money left on the table. The wrong guidance could leave you with more spend but less visibility. While others may suggest a broad marketing plan, I focus on your Google Business Profiles, taking simple steps to ensure your business shows up prominently and builds trust with potential clients. With 3 years of experience on Upwork, I focus on keeping your presence active and working in your favor over time. ✅ Google Business Profile Optimization: Make sure your profile stands out and consistently attracts the right views. ✅ Strategic Content Updates: Engage your audience with fresh content. ✅ Effective Review Management: Enhance your reputation with strategic responses that go beyond "thanks!" ✅ Comprehensive Monthly Reports: Stay informed with clear insights into what's working and what needs attention. Overcomplicating is not my style. I focus on making sure your presence is visible, relevant, and trustworthy. Many businesses think they need more marketing when what they need is consistency and clarity. If you're still here, it means you're ready to see tangible changes in your online visibility. Message me and let's turn your Google Business Profile into a tool that works as hard as you do.

🎖️ Top 1% on Upwork | Former SBA Underwriter & Loan Broker | 10+ Years | 150+ Projects on Upwork only 🚀 I build lender-ready business plans and financial models that actually get deals approved, from SBA and USDA loans to investor funding and immigration visas. As a former SBA underwriter and active loan broker, I know exactly what lenders look for and I design every plan and model to meet real underwriting standards. What I do 📌 SBA-compliant business plans (7(a), 504, microloans), investor-ready plans, franchise, landlord, export, strategic, continuity, and immigration plans (E-2, L-1A, EB2-NIW, EB-5, H-1B, O-1) 📊 Full 5-year financial projections, 3-statement models, investor-ready financial models with cap tables, and SBA acquisition models for business purchases 🧮 Feasibility studies and business plans for SBA and USDA Business & Industry loans, including financial projections, market analysis, and economic impact assessments 💼 Buyer-side financial analysis, business valuations, Quality of Earnings reports and reviews, seller add-back and earnings review, cash flow and DSCR/debt service analysis, and post-close forecasting 📣 Pitch decks, executive summaries, CIM/OMs, investor teasers, and consulting for SBA loan readiness and funding strategy My work is designed to be clear, defensible, and easy for lenders, investors, and management teams to follow, with rush delivery (including 72-hour options) available when timelines are tight. Why clients work with me Most business plan writers and modelers guess what lenders and investors want; I work with them daily and build your package around real SBA, USDA, and private lending standards. I focus on decision-grade analysis, realistic and defensible assumptions, and clean Excel models that support acquisition planning, financing strategy, and ongoing management. Funding and approval outcomes My work has supported SBA 7(a) loans from 350K to 5M+, USDA Business & Industry loan approvals, investor raises including a recent 5MM SaaS deal, and multiple immigration visa approvals. Examples include a 600K SBA 7(a) loan for a deli, a 1MM+ SBA loan for a pickleball franchise, and a 4MM USDA-backed storage facility loan, along with numerous lender-ready and investor-ready packages from day one. If you need a business plan, financial model, feasibility study, or acquisition analysis that can stand up to lender and investor scrutiny and move your deal toward approval, message me and let’s discuss your project.

Hi there, my name is Alex. I am a Senior Aviation Planner with 15 years of diverse experience in the aerospace field. My expertise ranges from strategic planning for airports to aeromedical evacuation operations, all backed by advanced degrees in aviation and aerospace management. As an adjunct professor, I not only share my knowledge but also stay connected to emerging trends and technologies in the industry. I have successfully led teams in various roles, including Airport Director and Manager, where I streamlined operations and developed capital improvements. My unique blend of practical experience and academic insight equips me to develop innovative solutions tailored to your aviation challenges. If you are seeking a strategic partner to elevate your project’s success in the aviation sector, let’s connect and explore how I can contribute to your objectives.