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Rating is 4.7 out of 5.
4.7/5
based on 1,254 client reviews
  • $500 hourly
    • 4.6/5
    • (16 jobs)
    Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
    Featured Skill Cash Flow Analyst
    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Reporting
    Financial Management
    CPA
    Financial Analysis
    GAAP
    Internal Control
  • $150 hourly
    • 5.0/5
    • (35 jobs)
    As an experienced CFO Advisor, I specialize in providing expert financial guidance to businesses of all sizes, helping them to grow, optimize their finances, and achieve their goals. With a proven track record of success in driving business growth, I offer advisory services tailored to your unique needs, including financial planning and analysis, budgeting, forecasting, cash flow management, risk management, and more. I also have entrepreneurial experience in founding two companies. With extensive experience in finance and business operations, I bring a unique perspective to my work, understanding the financial implications of decisions and the operational and strategic factors that impact business success. Whether you're a startup seeking to raise capital, a mid-size company looking to expand, or an established enterprise seeking to optimize your finances, I can help you to navigate complex financial challenges and achieve your goals. Services offered: Virtual CFO Advisory Financial planning and analysis Budgeting and forecasting Cash flow management Risk management and mitigation Financial modeling and analysis Capital raising and financing strategy Experience: 14+ years of experience as a business and finance expert. Successfully advised firms in various industries, including technology, healthcare, e-commerce, manufacturing, etc. Proven track record of driving business growth and optimizing finances. Extensive experience in financial planning and analysis, budgeting, cash flow management, risk management, and more. Strong communication and presentation skills, with experience presenting to boards, investors, and other stakeholders. Detail-oriented and analytical, with a focus on data-driven decision-making. Education: Bachelor's degree in Accounting - Asia e University, Malaysia. Harvard Business School Online - CORe, Passed with Honors. Certifications: Chartered Institute of Management Accountants - United Kingdom. Certified Internal Auditor - Institute of Internal Auditors, USA.
    Featured Skill Cash Flow Analyst
    Xero
    QuickBooks Online
    Shopify
    Business Consulting
    Financial Management
    Financial Statement
    Internal Auditing
    Business Plan
    Financial Analysis
    Ecommerce
    Finance
    Strategy
    Internal Control
    Cash Flow Analysis
    Financial Projection
  • $45 hourly
    • 5.0/5
    • (83 jobs)
    Highly capable and dedicated part qualified ACCA accountant with experience of over ten years in finance and accounting. Adept at handling accounts for small and large businesses and providing forecasts and budgets. Accurate in all mathematical and analytical tasks with knowledge in areas of financial law and compliance. Extensive experience in company incorporation, e-residency, payroll accounting, annual reporting and preparing tax returns for businesses and individuals.
    Featured Skill Cash Flow Analyst
    Financial Reporting
    Management Accounting
    Tax Law
    Bookkeeping
    Financial Analysis
    Cash Flow Analysis
    Tax Return
    Payroll Accounting
    Balance Sheet
    Financial Accounting
    Bank Reconciliation
    Tax Preparation
  • $85 hourly
    • 5.0/5
    • (18 jobs)
    Overwhelmed by a backlog of financial chaos? Let me bring order to your books and peace of mind to your business! No more stressing about getting ready for taxes, filing 1099s by January 31st, or wondering if your financials are correct. I specialize in cleanup and catchup bookkeeping projects, with deep expertise in accounting for payment processors like Square, Stripe, PayPal, and Braintree. I also work seamlessly with selling platforms like Amazon, WooCommerce, BigCommerce, Walmart, and Etsy. What I Bring to the Table: • Cleanup & Catchup Wizardry: Turning messy books into accurate, actionable financials. • Platform Expertise: Proficiency with multi-channel e-commerce sales and payment systems. • Understandable Financials: We review your financials every month and walk through them so YOU understand them and provide clarity so you can make data-driven decisions. • Bookkeeping Services: Detailed financial statements, payroll management, bill-pay (accounts payable), invoicing services (accounts receivable), and sales tax. • CFO Services: Budgeting, cash flow management, and forecasting. • We use the accounting software’s QuickBooks Online, Xero, and Wave Let’s tackle your books so you can focus on growing your business! Certifications: o QuickBooks Online Certified ProAdvisor o Certified Financial Planner™ (CFP®) o Associate in Premium Auditing (APA) o Associate in Risk Management (ARM)
    Featured Skill Cash Flow Analyst
    Accounting Advisory
    Accounting
    Certified Financial Planner
    Financial Planning
    Cash Flow Analysis
    Budget Management
    Payroll Accounting
    Accounts Receivable
    Accounts Payable
    Invoicing
    Insurance
    Microsoft Office
    Bookkeeping
    Data Entry
    Microsoft Excel
  • $33 hourly
    • 4.9/5
    • (37 jobs)
    **Top-Rated Finance and Accounting Expert** Are you looking for a finance and accounting expert to elevate your business to new heights? Look no further! I am Vikas, a co-founder of the esteemed Chartered Accountant firm "M A K V & Associates" with a proven track record of success. As a Top-Rated Freelancer, I bring over 8 years of extensive experience in various roles within the Accounting and Finance domains. **Areas of Expertise:** With an impressive portfolio of skills, I specialize in serving as a Virtual /Interim /Part-time CFO, Financial Controller, Financial Modeller, and Senior Accountant. Over the years, I have collaborated with 12+ diverse industries and assisted 60+ businesses in achieving their financial goals. **Industries Specialization:** My expertise spans across an array of industries, including Real Estate, E-commerce, SaaS, Fintech, Retail, Consumer Products, Manufacturing, and edtech. This diverse experience has granted me unique insights into the intricacies of each sector, enabling me to provide tailored financial solutions. **Certifications and Skills:** As a QBO and Xero Certified Accountant, I am well-versed in the latest accounting technologies and best practices. My proficiency extends to a wide range of services, including but not limited to: - Day-to-Day Accounting and Bookkeeping - Standard Operating Process Development - Setting up Internal Controls and MIS - Financial Analysis & Ratio Analysis - Accounting Oversight - Financial Planning & Reporting - Financial Modelling & Analysis - Handling Statutory Audit & Tax Compliance - Cost-Benefit Analysis - Tax Planning - Company Valuation **Excellence in Auditing and Education:** I am also a trusted Statutory and tax auditor for 70+ businesses in India, ensuring compliance and precision in financial reporting. Beyond this, I actively contribute to the professional community by delivering guest lectures on Accounting & Finance at esteemed forums. **Client-Centric Approach:** My commitment to excellence doesn't end with my skillset. I believe in fostering transparent and open communication with my clients throughout the project's lifecycle. This ensures that the results are precisely aligned with your specific requirements. I pride myself on acknowledging your needs promptly and providing dedicated support to help you achieve definitive outcomes for your business. Don't let financial complexities hold your business back! With my expertise and dedication, I am here to empower your organization's financial success. Let's collaborate and make your vision a reality. Contact me today to discuss how I can add value to your business and take it to new heights.
    Featured Skill Cash Flow Analyst
    Finance
    Cash Flow Statement
    Bookkeeping
    Financial Planning
    Financial Analysis
    Financial Management
    Accounts Receivable
    Microsoft Excel
    Financial Accounting
    Financial Projection
    Cash Flow Analysis
  • $50 hourly
    • 5.0/5
    • (7 jobs)
    Strategic finance professional with extensive experience in FP&A, financial consulting, and corporate development across global markets. Currently providing expert-level Fractional CFO services to a wide range of US based clients. Proven track record in financial planning, financial modelling, cash flow management, forecasting, and data-driven decision-making. Sector expertise in consumer tech, e-commerce, and CPG. Passionate about leveraging financial insights to optimize business performance and support strategic decision-making.
    Featured Skill Cash Flow Analyst
    Company Valuation
    Cash Flow Analysis
    Google Sheets
    Intuit QuickBooks
    Google Analytics
    Financial Analysis
    Financial Accounting
    Financial Planning
    Financial Modeling
    Data Analysis
    Management Accounting
    Microsoft Excel
  • $35 hourly
    • 4.9/5
    • (11 jobs)
    Accounting professional with a rich history in the restaurant/hospitality/retail sectors. I specialize in financial modeling and new accounting system implementation. Wizard in Excel to create impactful yet visually striking reports for business specific analytics or standard reporting. Expert in day to day bookkeeping such as reconciliations, 3rd party integrations, cash flow management, A/P & A/R, budgeting, and inventory management. Quickbooks Certified Pro Advisor.
    Featured Skill Cash Flow Analyst
    Data Analysis
    Microsoft Excel
    Bar
    Restaurant
    Pro Forma Statement
    Modeling
    Financial Reporting
    Business Analysis
    Inventory Management
    Financial Statement
    Ctuit Software Radar
    Bookkeeping
    Cash Flow Analysis
    Bank Reconciliation
    Intuit QuickBooks
  • $35 hourly
    • 5.0/5
    • (28 jobs)
    UK Chartered Accountant | KPMG audit and tax training | All-In accounting and consultancy services I’m Julita, a Chartered Accountant trained at KPMG, where I gained invaluable experience in audit, tax and advisory sectors travelling between countries and working with smaller to large corporations. I have also helped to setup and run successfull businesses in the past and now I am applying all this knowledge in helping your businesses with running their "finance department" as I believe that the initial setup and systems is a key for the future growth. With a deep understanding of both corporate and startup finance, I help businesses streamline their financial processes, plan strategically for growth, and prepare for investment opportunities. I specialize in assisting businesses in SaaS, eCommerce, retail, and professional services industries, providing tailored solutions for each. Key Areas of Expertise Accounting & Bookkeeping Accurate bookkeeping and payroll management Tax filings and compliance Clear, actionable financial reporting Strategic Financial Planning Cash flow forecasting and budgeting Investor-ready financial models and reports EIS/SEIS investment relief guidance Systems Optimization Implementation of Xero and other cloud-based apps Streamlined processes for real-time insights Scalable systems to support your business as it grows I set up efficient systems that save time and provide clarity, so you can focus on building your business. Mergers & Acquisitions Support Experienced in managing due diligence processes Assisting with exits and bringing in new investors If you’re considering an exit or seeking new investment, I can guide you through the complexities of these processes, ensuring everything is in place for a smooth transition. Acting as CFO Financial strategy and leadership Business growth and performance optimization Financial reporting and management In addition to providing accounting support, I can step in as a virtual CFO, offering high-level financial oversight and decision-making to drive business growth. What Sets Me Apart KPMG-Quality Expertise: My Big 4 background ensures precision, reliability, and a deep understanding of financial management. Entrepreneurial Insight: Running my own business gives me a real-world understanding of what founders face daily, enabling me to provide practical, actionable solutions. Tailored Solutions: I work closely with you to design processes and strategies that meet your specific needs, whether you're an early-stage startup or scaling an SME. Investment & Exit Experience: With hands-on experience in due diligence, exits, and bringing in new investors, I help your business prepare for its next big step.
    Featured Skill Cash Flow Analyst
    Business Modeling
    Financial Modeling
    Management Accounting
    Annual Report
    Financial Reporting
    Xero
    Cash Flow Modeling
    Accounting Software
    Investment Preparation
    Bookkeeping
    Startup Consulting
    System Automation
    Financial Accounting
    Cash Flow Analysis
    Microsoft Excel
  • $65 hourly
    • 5.0/5
    • (33 jobs)
    I graduated with a BA in Accounting from Idaho State University in 2010. Since then I have spent 4 years working in public accounting and 6 years working in corporate accounting in various roles with 2 different companies. I have spent time working companies in the fields of mining, oil and construction. Currently I run my own successful bookkeeping and tax company with most the work being with remote individuals and companies.
    Featured Skill Cash Flow Analyst
    Management Accounting
    Financial Accounting
    Bookkeeping
    Chart of Accounts
    GAAP
    General Ledger
    Cash Flow Analysis
    Account Reconciliation
    Invoicing
    Tax Return
    Microsoft Excel
    Intuit QuickBooks
    SAP
  • $150 hourly
    • 5.0/5
    • (10 jobs)
    Are you ready to put your company’s finances on auto-pilot and focus on scaling? I’m a fractional CFO with a proven track record of growing subscription-based and professional services companies. With deep expertise in financial strategy and operations, I help founders achieve financial clarity, stability, and scalability. 🌟 My clients trust me to deliver real, measurable results: ● "Felix guided us to a $15M raise, with rock-solid financials that left investors confident." ● "Thanks to Felix’s financial oversight, we’ve had our best year yet – all while keeping our finances on autopilot." ● "Felix is the financial backbone of our company, helping us scale sustainably and profitably." ⚡ I work with businesses that want: ● Effortless cash flow management and forecasting ● Investor-grade financials that secure funding fast ● Long-term scalability with financial systems that run themselves ● Expert CFO guidance tailored to subscription-based and professional services industries ● AI-driven tools that optimize cash flow management and financial forecasting ● Financial management for remote teams and global operations to ensure seamless scalability 🦄 Clients I work with: Founders and leadership teams in SaaS, Fintech, Edtech, and other subscription models Professional service firms focused on recurring revenue growth (I don’t work with eCommerce companies) By partnering with me, you will: ★ Remove the guesswork from cash flow management with seamless, automated financial processes ★ Prepare investor-ready financial models and forecasts that lead to raises of up to $15M ★ Focus on growth, knowing that your financial systems are built to scale with your business ★ Leverage AI and automation to streamline financial operations and maximize efficiency ★ Implement resilient strategies that withstand economic uncertainty and protect your business during market downturns Here’s what clients are saying: ✅ "We raised $10M thanks to Felix’s bulletproof financial forecasts." ✅ "With Felix managing our finances, we’re always ahead of the curve." ✅ "He’s been instrumental in helping us secure funding while maintaining a healthy cash flow." However, I’m selective about who I work with. I don’t partner with: ✗ Businesses without clear financial discipline or transparency ✗ Companies that aren’t subscription-based or in professional services ✗ E-commerce companies 🔢 Key Stats: ● Over $15M raised with my financial strategies ● 500+ financial plans and cash flow strategies built ● Deep expertise in SaaS, Fintech, Edtech, and Professional Services
    Featured Skill Cash Flow Analyst
    Fundraising
    Management Accounting
    Financial Planning
    Cash Flow Modeling
    Financial Modeling
    CPA
    Cost Accounting
    Financial Projection
    Cash Flow Analysis
    Financial Report
  • $50 hourly
    • 5.0/5
    • (4 jobs)
    Mr. Foster is an experienced professional in the financial services industry, with a focus on acquisitions and sales. As a Certified Valuation Analyst (CVA), he has performed hundreds of valuations for a variety of purposes. He is highly adept at identifying opportunities for growth and maximizing value for his clients. Mr. Foster earned his degree in Economics from the University of Montana and he is a Certified Valuation Analyst (CVA) through the National Association of Certified Valuators and Analysts.
    Featured Skill Cash Flow Analyst
    Accounting Principles & Practices
    Cash Flow Modeling
    Cash Flow Analysis
    Appforfinance Financial Statement Analysis
    Financial Modeling
    Financial Projection
    Business Valuation
  • $95 hourly
    • 4.8/5
    • (64 jobs)
    It is my job to help save you money and to follow up with your money all the way to the bank. I am detail-oriented and very confident in collections and accounting process workflows while achieving excellent customer service satisfaction. If you need help with following FDCPA guidelines in your collection process, I can create templates personalized for your business. Creating credit and risk analysis policies are my specialty, as well as cash flow forecasting. I have great experience with CPG companies, including Walmart along with other large retailers. This means I can help with chargebacks, disputes, and those pesky invoice deductions that are costing you money. I have over nine years of full accounting experience with a focus on billing, implementation, and credit balance. I am certified to work with international clients, credit management, and risk analysis. My years of freelance experience and working with clients give me a wide variety of skills applicable to many industries. My work has been able to reduce DSO in 3 months or less by up to 26 days, this can mean a big difference for many small businesses. *Credit Management *Debt Collection *Accounts Receivable *Efficient invoicing *AR Automation *Global Credit Policy *Increasing Cash Flow *Business Consultation *Workflow Implementation *GAAP understanding and compliance My favorite thing about accounting is to go through an aging or risk analysis report and being able to mark them as paid. I enjoy following through with clients to ensure your invoices are correct, that they have been received, and that they pay promptly. Let me help you improve your cash flow. Every business needs money to grow and succeed, and I would love to help with making your business grow! I have used my expertise knowledge to publish books on various topics that deal with credit policies, debt collection practices, and accounts receivable tips. I have strong analytical skills, especially in financial reports and general ledger work. My original background was in customer service, and I am trained in Netsuite, Acumatica, Xero, Quickbooks, Clio, Salesforce, and other cloud-based software. Looking into AR and other automations ( using ChatGPT or billing reminders) but not quite sure how to implement it? I can help with that. I am very familiar with many productivity apps such as Monday, Process Street, Asana, Notion and Chaser. I created and followed through with credit management techniques that led to 32% company cash flow growth in a year.
    Featured Skill Cash Flow Analyst
    ChatGPT
    Payment Processing
    Credit Scoring
    Management Accounting
    Debt Collection
    Financial Analysis
    Accounts Receivable Management
    Microsoft Excel
    Cash Flow Analysis
    Customer Service
    Account Reconciliation
    Accounts Receivable
    Financial Projection
    Invoicing
    Accounting
  • $100 hourly
    • 5.0/5
    • (39 jobs)
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
    Featured Skill Cash Flow Analyst
    Month-End Close Assistance
    Cash Flow Analysis
    Microsoft Excel
    Financial Modeling
    Financial Analysis & Valuation
    International Financial Reporting Standards
    Financial Plan
    Financial Reporting
    Business Strategy
    Business Modeling
    Financial Analysis
    Financial Management
    Management Accounting
    Google Sheets
    Financial Planning
  • $45 hourly
    • 5.0/5
    • (13 jobs)
    🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
    Featured Skill Cash Flow Analyst
    Xero
    Business Plan
    Financial Planning
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Cash Flow Analysis
    GAAP
    Data Entry
    Cash Flow Statement
  • $250 hourly
    • 5.0/5
    • (19 jobs)
    **100% Upwork client success score - top rated** **25+ positive reviews on Google - check out Washington Business Brokers LLC** You are an expert on your business. We are experts on the process of selling a business. Expect market knowledge, transaction / process expertise, and results. MBA, CPA, and licensed Commercial Real Estate Broker. **2022 - Chairmen's Circle - International Business Broker Association** Awarded to top 5% of deal makers nationally for verified M&A transactions **2023 - Outstanding Producer - International Business Broker Association** Hello! I am a business broker and founder of Washington Business Brokers LLC. I’m a licensed CPA, possess a top 20 MBA, licensed commercial real estate broker and have years of experience as both a financial analyst and auditor. I’m proficient reviewing financial statements, tax returns, and (importantly) identifying non-recurring expenses and add-backs that will need to be accounted for to arrive at a true understanding of the cash flows of a private business. I can assist you with valuation multiples based on revenue, gross profit, EBITDA, discretionary earnings, and other financial metrics. In addition, I can assist you as a business owner in assessing and preparing your company for optimal value in a sale. Business owners need valuations and market comparables for a variety of reasons beyond selling their business, including when buying out or bringing in a partner, to review eligibility for a commercial loan, private wealth & estate planning, divorce, etc. In addition to being a licensed CPA, I am a member of M&A Source and the International Business Brokerage Association; through these memberships I have access to a number of valuation tools and transaction comps that may be of value to you. I subscribe to DealStats ($5,000 / year), the gold standard used by deal experts, business brokers, CPAs, and transaction attorneys in valuing private businesses. It contains comparables on 45,000+ businesses. In addition, I have access to BizComps, another valuation tool with comparables on 17,000+ businesses. Beyond these I have access to 500+ industry guides and rules of thumb through the Business Reference Guide and a network of seasoned business brokers that have represented and sold thousands of businesses over 40+ years. You can expect transaction expertise and market knowledge. Glad to have a quick video call to learn more about you, your business, and what you need. Frequent questions: Documents needed for a valuation? • Profit & Loss (3 years - 2021, 2022, and 2023) and 2024 YTD – Excel please • Balance Sheet (3 years) and recent for 2024 – Excel please • IRS filings including all supplemental schedules (3 years) • Any internal sales reporting that details breakdown of revenue by product line, channel, customer, etc. (some businesses have a mix of product vs service revenue that we may apply different valuation metrics to; this sales reporting also helps us understand the lines of business and identify appropriate comparable transactions) – Excel please • Context on any associated real estate (if leased space, copy of current lease(s)) How long does it take? I work on an hourly basis, once I learn a little about the business (industry, size, revenue, profitability) and the types of financial documents you possess I will be able to give you a time estimate. I can generally move quickly if your documents are organized and you are responsive to questions about the financials and operating model. I've valued a $500k revenue gym in 4 hours and a $45M revenue professional services business in 21 hours. 10 hours is a reasonable expectation. I have multiple clients / owners that I work with at a time, some are able to easily and quickly respond to questions about the financials, others need time to get answers from their employees, CPA, etc. What to expect and more on our background Check out the "Business Valuation 101" and "Business Valuation 401" posts on our site (Washington Business Brokers) for what you can expect. Unfortunately Upwork will not let us link to it directly - the site is wabusinessbrokers dot com. We are easy to find online, you can read more about us at our site and/or via LinkedIn to better understand experience, credentials, and background. In addition to the reviews here on Upwork, there are a number of positive reviews from past and current clients / owners on our Google My Business profile - simply Google "Washington Business Brokers" to find us (again, can't share a link on Upwork). Cheers and thank you for reading! Ryan Hemmert CPA, MBA, Business Broker / Founder at Washington Business Brokers LLC And finally, a couple caveats: I do not provide tax or legal advisory services. Valuing a pre-revenue and/or unprofitable start-up is far more of an art than a science; it is not our area of expertise.
    Featured Skill Cash Flow Analyst
    Company Valuation
    Due Diligence
    Go-to-Market Strategy
    CPA
    Business Valuation
    Business Strategy
    Acquisitions
    Financial Analysis
    Cash Flow Analysis
    Business Analysis
    Management Consulting
    Mergers & Acquisitions
  • $125 hourly
    • 5.0/5
    • (3 jobs)
    💡 Small businesses and solopreneurs don't have time to manage their finances, so I do it for them as their full-service CPA. There are three financial pillars that each business owner needs to have 'dialed in' to really maximize their financial standing and operations. They are: 1. Accounting. If the books of the business are wrong, then all subsequent analysis will be unreliable and lead to bad decision-making. 2. Analysis. Did you know Walmart collects 20 million filing cabinets of data on its' customers, every single hour? The reason they do this is so they can make precise and strategic business decisions. We do something similar- our analysis typically includes: -Forecasts and Budgets -KPI Tracking -Cash Flow Tracking -Breakeven and Profitability Analysis -Cost Accounting and Scenario Analysis -Project Cost and Profitability Calculators -Other Ad-Hoc Analysis (I.e. Client Profitability Calculator and Pricing Tools) 3. Tax. This is the most painful part of any business, and often their #1 expense. We help make it pain-free by handling your quarterly payments and providing insight throughout the year to make sure we capture every deduction and position you optimally for prep and filing. What qualifies me to be your full-service CPA? 🏆 Certified Public Accountant (CPA) 🏆 Featured and cited in a world-wide best-selling Accounting Book 🏆 Consulted with 10+ small businesses totaling $15M+ in annual revenue on financial strategy, analysis, data management and financial standing. (Including a designer cake creator featured on The Food Network, HVAC business, retail carpet sales and installation companies, IT firms, lake-side marinas, and more.) 🏆 Prepared over 300+ returns for filing. This includes businesses and individuals in a variety of circumstances, reaching well over $100M+ in revenue on a single return. With a blend of accounting, financial analysis and tax expertise, I bring a holistic approach to small business advisory, helping solopreneurs and small business owners make precise and optimal financial decisions.
    Featured Skill Cash Flow Analyst
    Budget Planning
    Cash Flow Analysis
    Forecasting
    Google Sheets
    Microsoft Excel
    QuickBooks Online
    GAAP
    Data Analysis
    Financial Planning
    Tax Strategy
    Taxes
    Accounting
  • $100 hourly
    • 5.0/5
    • (16 jobs)
    I help real estate investors and small business owners gain clarity, control, and confidence in their finances—with clean books, efficient systems, accurate reporting, and dependable business support. As a licensed CPA with over 12 years of experience, I bring practical solutions that improve accuracy, streamline operations, and reduce risk. In addition to core accounting and financial management, I assist with broader business management needs such as banking management, vendor management, cost reduction, and state and local compliance registrations and filings. I also support clients in monitoring for legal and/or compliance risks. Core Services Offered: - Accounting System Design & Software Integration - Bookkeeping & Monthly Close (Payroll, A/R, A/P, Sales Tax, Bank Recs) - Cash or Accrual Basis Accounting - Financial Reporting & KPI Dashboards - Budgeting, Forecasting & Cash Flow Management - Internal Controls, Risk Analysis & SOP Documentation - Banking Support, Vendor Management - Lender Management / Notes Receivable - Business Compliance Filings - Tax Readiness 📩 Let’s simplify your finances and help your business run more efficiently. Contact me today for a FREE consultation.
    Featured Skill Cash Flow Analyst
    Waterfall
    Property Management
    Real Estate Financial Modeling
    Accounts Payable Management
    Payroll Accounting
    London Computer Systems Rent Manager
    Cash Flow Analysis
    Financial Accounting
    Data Analysis
    Sales Tax
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
    Bank Reconciliation
  • $50 hourly
    • 5.0/5
    • (1 job)
    I am a Results-oriented AFM Charter-Holder with over five years experience in publicly traded and privately held enterprises wherein I have worked on several deals transactions from Target Company Valuation: Both Buy-Side Financial Due Diligence, Vendor Due Diligence & Vendor Assistance (Deal Advisory); Mergers & Acquisition, to fund-raising mandates. Furthermore, I have worked on Equity compensation valuation, Project Finance modelling and Business Due Diligence (Commercial Due Diligence, Operational Due Diligence). Also very experienced wherein I have provided Advisory services in Post-Deal Acquisition integration, planning and Strategy formulation. Here is a list of services I offer to both organizations and business owners: || Deep dive investment research || || Establish major corporate economic strategies || || Develop objectives, perform feasibility studies to explore new investment channels || || Perform risk analysis for investment opportunities || || create Financial models for organizational needs || || Analyze and evaluate business processes identifying areas of improvement with a verifiable track record of raising revenue and cutting cost. || I have specialisms in working with businesses of all sizes and stages and across many industries to work and their: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Business case writing and preparation - Business and research writing - Financial analysis/Valuation - Investor presentations - Real estate market research You can refer to my Portfolio to get a glimpse of my work. Looking forward to helping you Model your ideas into reality.
    Featured Skill Cash Flow Analyst
    Project Plans
    Business Plan
    Article
    Infographic
    Business Writing
    Business Proposal Writing
    Academic Research
    Sales Writing
    Topic Research
    Pitch Deck
    Business Plan Writing
    Discounted Cash Flow
    Startup Consulting
    Mergers & Acquisitions
    Ratio Analysis
    Cash Flow Analysis
    Company Valuation
    Real Estate Financial Model
    Financial Model
    Project Finance
    Due Diligence
    Financial Management
    Financial Analysis & Valuation
    Financial Accounting
  • $50 hourly
    • 5.0/5
    • (11 jobs)
    About Me: I'm a web developer, app builder, and business operations optimizer with a passion for turning ideas into real, functional tools that drive results. I graduated from the University of Texas at Austin with a degree in Management Information Systems and have spent the last several years building e-commerce brands, creating internal apps, and leading a growth-focused agency, Red Twenty One. The Spreadsheet & Automation Guy I turn chaos into clean workflows, useful dashboards, or efficient automations. I help teams when things start slipping through the cracks. I help businesses clean up their internal processes, automate the boring stuff, and make better decisions by putting their data to work. I build smart tools — most of the time, using tools you already know (Google Sheets, Airtable, Notion, Zapier, Make, OpenAI, Stripe, Replit, Shopify, etc.) — and connect them in ways that actually make life easier. ⚙️ What I Can Build For You: Live Reporting Dashboards → Sales, inventory, project status, or campaign metrics that update in real time from Shopify, Stripe, or your CRM Automated Workflows → New order comes in → team gets a Slack ping → product tags get updated → invoice is logged → customer gets a follow-up email — all without lifting a finger AI-Powered Tools → Feed your CRM notes or form data into a GPT workflow to summarize, prioritize, or generate responses Internal Business Tools → Custom lightweight CRM, deal tracker, task board, or content calendar built in Google Sheets or Airtable — with no clunky logins or steep learning curves E-Commerce Ops Systems → Track SKUs, shipments, reorder points, supplier lead times — connected to your fulfillment or Shopify backend 🧠 What Sets Me Apart: I don’t just build tools — I understand why they need to exist. I speak both “founder” and “ops” — I’ve run businesses, so I think like an operator, not just a builder. I’ll always prioritize simplicity, sustainability, and usability over fancy dashboards no one opens. Oh — and yes, I also build websites. I design and develop clean, modern front-end marketing sites (especially for service businesses and e-commerce brands), but let’s be honest: the website is just the front door. The real value? It’s what happens behind the scenes — the data flows, the automations, and the systems that help your business run without you checking 19 tabs and 3 inboxes. Let’s build something that saves you time and scales with you.
    Featured Skill Cash Flow Analyst
    Automation
    Google Sheets
    Zapier
    Data Visualization
    Microsoft Excel
    Data Model
    Conversion Rate Optimization
    Google Analytics
    Google Ads
    Ecommerce Website
    Cash Flow Analysis
    Webflow
    Web Design
    Search Engine Optimization
    Shopify
  • $50 hourly
    • 5.0/5
    • (3 jobs)
    With over 13 years of comprehensive experience in financial management, reporting, and bookkeeping, I am a seasoned CPA and ACCA professional based in Toronto, Canada. My background spans diverse industries, including roles as Controller and Finance Manager, where I’ve honed my skills in financial planning, budgeting, and compliance. I specialize in delivering high-quality financial services such as managing month-end and year-end close processes, preparing accurate financial reports, and overseeing accounts payable and receivable. My expertise extends to strategic financial forecasting, cost accounting, and grant management. I excel in using accounting software like NetSuite and QuickBooks, and I’m adept at improving financial systems for enhanced accuracy and efficiency. In my previous roles, I have led remote teams, ensuring tasks are completed on time and providing support for troubleshooting and problem-solving. My experience includes implementing ERP systems, managing payroll, and developing financial policies to ensure regulatory compliance and operational efficiency. I am highly proficient in technology, with strong skills in Microsoft Office and various accounting software. My professional approach is characterized by a commitment to detail, accuracy, and ethical standards. I am dedicated to helping clients streamline their financial processes, make informed decisions, and achieve their business goals. If you are looking for a reliable financial expert to manage your accounting needs, optimize your financial operations, or lead a remote bookkeeping team, I am here to provide the expertise and support you need. Let’s work together to drive your financial success with precision and strategic insight.
    Featured Skill Cash Flow Analyst
    Bookkeeping
    Cash Flow Analysis
    International Accounting Standards
    Chart of Accounts
    General Ledger
    Financial Accounting
    Accounting
    Balance Sheet
    Account Reconciliation
    GAAP
    Financial Reporting
    Month-End Close Assistance
    QuickBooks Online
    Microsoft Excel
    Oracle NetSuite
  • $80 hourly
    • 5.0/5
    • (18 jobs)
    Publicly practicing Chartered Accountant, ATO Registered Tax Agent and ASIC agent in Australia. Specialising in provision of business startup advice, business advisory, accounting and taxation services to businesses, sole traders and individuals. With 25+ years' experience, it is my aim to be a trusted and valued business adviser and strategic partner for you and your business. During my corporate career, I worked in a top 4 professional services accounting firm as a Manager and later on in commerce. My work took me all around the world, in various capacities providing a wide range of accounting, governance, risk and compliance services, as well as business advisory services to multi-million and billion dollar businesses. I have extensive experience across a variety of industries in both service and manufacturing environments, and also in both public and private sector. I gained incredible experience and exposure to high level business practices, efficient processes and various ERP software like SAP, PeopleSoft and many more. Now running a successful boutique business practice, built from the ground up, and I would like to share the wealth of my experience and knowledge with my clients to help them grow and succeed. It is really a chance for me to pass along a few of those lessons learned that will be of service and use to you. My areas of expertise include: • business startup advice & setup • business structure advice & setup • financial management • business budgeting • cash flow forecasting • development of policies and procedures • risk management • process improvement • business valuations • reporting & analysis • taxation • management accounting • inventory management • auditing • compliance and governance I hold a Bachelor of Business degree majoring in Accounting and International Business, and am a member of the Chartered Accountants Australia and New Zealand, holding a Certificate of Public Practice. I am also a Xero Certified Silver Champion, Myob Partner and Quickbooks Certified ProAdvisor.
    Featured Skill Cash Flow Analyst
    Process Improvement
    Goods & Services Tax
    Employee Training
    Financial Analysis
    MYOB Administration
    Xero
    Annual Report
    Intuit QuickBooks
    Cash Flow Analysis
    Financial Report
    Internal Control
    Sarbanes-Oxley Act
    Bank Reconciliation
    Tax Return
  • $60 hourly
    • 5.0/5
    • (1 job)
    Depth knowledge of accounting and finance principles coupled with expertise of day to day accounting and bookkeeping tasks. Providing top tier outsourced bookkeeping, accounting, and cash management services to small companies and entrepreneurs facilitation their financial success. In addition, well versed in performing budgeting and financial planning EDUCATION MBA Instituto Tecnológico y de Estudios Superiores de Monterrey, en Monterrey, Nuevo León, México. Degree: Master of Business Administration. Major: Finance BS United States Military Academy, West Point, New York Degree: Bachelor of Science Major: Applied Science and Engineering PROFESSIONAL SKILLS Financial Accountant Consultant Experienced Financial Accounting Consultant during 15-year background analyzing and evaluating the financial health of small companies. Strong communicator well-versed in communicating the financial performance of small companies, providing timely, relevant and reliable financial information for decision making.. My Major responsibilities are: • Assist the business owner to establish the goals in accounting and finance in their companies • Organized budget documentation and tracked expenses to maintain tight business controls. • Implementing Sage 50 Accounting System in small and medium-sized companies, optimizing accounting function and providing business owners with precise data for decision-making in operations, financing, and investing • Training key personnel in system usage and assigning their roles, achieving maximum error rate of 1.5% in transaction categorization • Utilizing client's trial balance to ensure accurate categorization and booking of source documents, achieving maximum error rate of 1.5% in transaction categorization • Delivering comprehensive management reports to clients on the 10th day of the following accounting period, highlighting actual versus budgeted results and recommending strategies to minimize unfavorable variances • Timely preparation and submission of monthly sales tax return to the country's tax authority (SAR) before the 10th day of following month, preventing fines • Expertly developed income tax returns to minimize company's tax liability by leveraging deductible expenses according to fiscal law, meeting the deadline of April 30th of the following fiscal year • Designing of budgeting systems to effectively compare actual results with budgeted results, enabling timely correction of deviations from plan to achieve the financial goals of the company. • Worked with clients to develop financial planning strategies and solutions through evaluation of finances. • Maintained updated records of all financial transactions to support traceability. • Reported financial data and updated financial records in ledgers and journals. • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
    Featured Skill Cash Flow Analyst
    Performance Measurement
    Accounts Receivable Management
    Accounts Payable Management
    Discounted Cash Flow
    Accounting Principles & Practices
    Accounting Basics
    Accounting Software
    Bookkeeping
    Financial Planning
    Cost Accounting
    Cash Flow Statement
    Account Reconciliation
    Cash Flow Analysis
    Budget Management
    Bank Reconciliation
  • $95 hourly
    • 5.0/5
    • (29 jobs)
    I am a real estate investment and finance professional specializing in providing owners with data based and actionable recommendations. Core competencies are finance and accounting operations, investment underwriting and due diligence, asset management, strategic planning, capital raising, and operations analysis.
    Featured Skill Cash Flow Analyst
    Finance & Accounting
    Business Analysis
    Business Plan
    Investment Research
    Financial Analysis
    Valuation
    Business Planning & Strategy
    Startup Consulting
    Startup Company
    Asset Management
    Underwriting
    Real Estate Financial Modeling
    Forecasting
    Financial Projection
    Cash Flow Analysis
  • $75 hourly
    • 5.0/5
    • (13 jobs)
    If you are in need of an experienced financial accounting professional with a wide background working with oil and gas, manufacturing, financial services and service oriented companies or in need of an accountant or bookkeeper and use QuickBooks Online - look no further. Highly accurate, reliable, honest and a hands on client-focused accountant/bookkeeper using Quickbooks Online. My background includes work in upstream and downstream oil and gas companies, oil field service companies, manufacturing and financial service type companies. My past roles include being a CFO, CAO, Controller, Operations Controller and Consultant. I have 25 years financial accounting experience. My specialty has become fixing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients books so they can make the decisions they need to for their business. My primary services include: - Setting up new QuickBooks Online accounts - Accounts Payable/Receivable - QuickBooks Online training - Finding, investigating and fixing incorrect transactions - Bank/Credit Card reconciliations, setting rules - Taxes (Sales & Income) _ Forensic Accounting - Maintaining books by coding transactions and keeping the financials clean for decision making. - App integration (Gusto, ADP, Amazon, PayPal, A2X) - Financial Reporting - Automation - Journal entries (accruals, amortizations, loans) - GAAP financials - Job Costing - Creating Chart of Accounts - Account Reconciliations I welcome you to invite me to interview for your bookkeeping or accounting position and I'm looking forward to speaking with you. Steve Flores River Trails Energy, LLC
    Featured Skill Cash Flow Analyst
    Financial Reporting
    Acquisitions
    SEC Reporting
    QuickBooks Online
    Technical Accounting
    GAAP
    Account Reconciliation
    Cash Flow Analysis
    Internal Control
  • $40 hourly
    • 4.9/5
    • (77 jobs)
    Having extensive experience in accounting I can provide a wide range of services including bookkeeping, reporting, and cashflow forecasting. I am a QuickBooks Online Certified ProAdvisor as well as having significant experience with Wave software. I have worked with small businesses and non-profits on their accounting needs. If you are looking for a service oriented professional let's discuss how my skills can be used to assist in your success.
    Featured Skill Cash Flow Analyst
    Wave Accounting
    Financial Reporting
    Cost Accounting
    Inventory Management
    Bookkeeping
    Budget Management
    Financial Variance Analysis
    Bank Reconciliation
    Cash Flow Analysis
    Account Reconciliation
    Microsoft Excel
  • $45 hourly
    • 5.0/5
    • (2 jobs)
    Seasoned finance professional and Duke MBA with over nine years of proven experience in Investment Banking, Private Equity, Big 4, and other financial services. I bring deep expertise in financial modeling, business valuation, and financial planning & analysis.
    Featured Skill Cash Flow Analyst
    Tutoring
    Data Analysis
    GAAP
    Financial Accounting
    Microsoft PowerPoint
    Microsoft Excel
    Financial Analysis & Valuation
    Financial Analysis
    Discounted Cash Flow
    Cash Flow Analysis
    Business Valuation
    Financial Management
    Financial Modeling
  • $105 hourly
    • 4.8/5
    • (34 jobs)
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
    Featured Skill Cash Flow Analyst
    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Financial Modeling
    Pro Forma Statement
    Financial Analysis
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