Hire the Best Cash Flow Software Specialists

I am a Financial Modeling Expert with 13+ years of experience supporting businesses across Infrastructure, Real Estate, Healthcare, Hospitality, SaaS, Technology, Startups, and SMEs. I help founders, CFOs, investors, and lenders raise capital, evaluate opportunities, and make strategic decisions through institutional-grade financial models, forecasting systems, and FP&A solutions. Areas of expertise include: ✔ Financial Modeling & Forecasting ✔ FP&A & Budgeting ✔ Fundraising & Investor-Ready Models ✔ Cash Flow Forecasting & Runway Analysis ✔ Business Valuation & DCF Analysis ✔ M&A & Investment Analysis ✔ Board & Investor Reporting ✔ KPI Dashboards & Business Intelligence ✔ Reporting Automation & Workflow Optimization I combine deep finance expertise with Excel, Power BI, SQL, Python, VBA, Google Sheets, and AI-powered workflows to build scalable forecasting, reporting, and decision-support systems. Whether you're raising capital, evaluating an acquisition, planning growth, or building a forecasting framework, I can help you develop the financial insights needed to make confident business decisions.

Your financial data should tell you where to go next, not keep you up at night. I'm Haftey Belay, a CFMVA-certified financial modeler and QuickBooks ProAdvisor with 7+ years helping startups, SMBs, and investors turn messy numbers into confident decisions. Whether you need clean monthly books or a fundable 3-statement model for your next raise, I cover both, so you don't have to manage two specialists. What I deliver for you: * Strategic Finance * 3-statement financial models * DCF & business valuation * Investor-ready pitch decks * KPI dashboards & scenario analysis * M&A and deal structuring support Bookkeeping & Reporting * Full-cycle bookkeeping (daily/monthly) * Tax-ready financial statements * QuickBooks setup & cleanup * Payroll & reconciliation * Month-end close & reporting Who I work with: * Startups & Founders * Small & Mid-sized Businesses * Investors & PE Firms * CFOs & Finance Teams Tools & software: * Excel & Google Sheets * QuickBooks Online * Xero * Power BI * Tableau * SAP Ready to bring clarity to your finances? Send me a message with a quick description of what you need, I respond within a few hours and offer a free 30-minute discovery call to make sure we're a great fit before you commit.

𝗖𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁 to accuracy, consistency, and quality—because I believe that precise, reliable and 𝘀𝘁𝗿𝗲𝘀𝘀 𝗳𝗿𝗲𝗲 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗶𝘀 𝘁𝗵𝗲 𝗯𝗮𝗰𝗸𝗯𝗼𝗻𝗲 𝗼𝗳 𝗲𝘃𝗲𝗿𝘆 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. 𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐎𝐯𝐞𝐫𝐯𝐢𝐞𝐰: ✅ 𝗙𝘂𝗹𝗹-𝘁𝗶𝗺𝗲 𝗮𝗴𝗲𝗻𝗰𝘆 𝗼𝘄𝗻𝗲𝗿 𝗮𝘁 𝗚𝗹𝗼𝗯𝗮𝗹 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗞𝗣𝗢 ✅ 8+ Years of experience in Accounting & finance ✅ Certified Accountant Degree holder ✅ Top rated profile on Upwork ✅ 100% Job Success. ✅ 5500+ hours worked on Upwork ✅ QuickBooks Certified Pro Advisor & Xero Certified Expert 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: ✅End-to-end accounting ✅Accounts Payable (AP) management ✅Accounts Receivable (AR) management ✅Payroll management ✅Fractional CFO services ✅Sales & Use Tax Preparation 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝗱 𝗰𝗹𝗶𝗲𝗻𝘁𝘀: ✅ 𝗖𝗣𝗔 𝗙𝗶𝗿𝗺, 𝗗𝗲𝗹𝘄𝗮𝗿𝗲: Handling accounting back office support of 55+ clients ✅ 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗙𝗶𝗿𝗺, 𝐓𝗲𝘅𝗮𝘀: Handling portfolio of 45+ Bookkeeping clients ✅ 𝗖𝗣𝗔 𝗙𝗶𝗿𝗺, 𝗔𝘂𝗰𝗸𝗹𝗮𝗻𝗱, 𝗡𝗭: Handling back office support of 90+ clients (Bookkeeping & taxation). ✅ 𝗙𝗿𝗮𝗻𝗰𝗵𝗶𝘀𝗲𝘀 𝗼𝗳 𝗣𝗼𝗽𝗲𝘆𝗲𝘀: Handling End-to-End accounting of client based in Chicago having 11 franchises of Popeyes. ✅ 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗘𝗻𝘁𝗶𝘁𝘆: Managing end-to-end accounting for real estate development and management company having 165+ residential units. ✅ 𝗥𝗲𝘁𝗮𝗶𝗹 𝗦𝘁𝗼𝗿𝗲𝘀 𝗠𝗜𝗦 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴: Handling MIS and Board Reporting for the client based in New Jersey having 9 Eyewear retail stores across NY & NJ ✅ 𝗜𝗧 𝗖𝗼𝗺𝗽𝗮𝗻𝘆, 𝗡𝗬: Successfully supporting IT company in their process improvements and managing their end-to-end accounting. ✅𝗘-𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗣𝗮𝗰𝗸𝗮𝗴𝗶𝗻𝗴 𝗮𝗻𝗱 𝗖𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗿𝘀 𝗦𝘂𝗽𝗽𝗹𝗶𝗲𝗿: Serving as senior accountant at leading distributor of shrink wrap, shrink wrap supplies and shrink wrapping equipment from top manufacturers including Ripack and Shrinkfast. 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: ✅ Intuit QuickBooks Online ✅ Intuit QuickBooks Desktop ✅ XERO Accounting ✅ Yardi (specially used for accounting in Real Estate Industry) ✅ AppFolio (specially used for accounting in Real Estate Industry) ✅ Oracle NetSuite ✅ Zoho Books ✅ Wave Accounting ✅ Sage ✅ Buildium (especially used for accounting in Real Estate Industry) 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐅𝐚𝐜𝐢𝐥𝐢𝐭𝐲: ✅ Dual Screen Workstations ✅ High-speed Internet Connection ✅ Equipped with the latest Hardware configurations ✅ Licensed Microsoft 365 setup (Advanced Excel, Word, PowerPoint, etc.) ✅ Antivirus Software Installed 𝐎𝐮𝐫 𝐔𝐧𝐢𝐪𝐮𝐞 𝐕𝐚𝐥𝐮𝐞 𝐏𝐫𝐨𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 ✅ 𝐁𝐢𝐠 𝟒 & 𝐅𝐨𝐫𝐭𝐮𝐧𝐞 𝟓𝟎𝟎 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: Expert professionals ensure top-tier financial management. ✅ 𝐂𝐥𝐢𝐞𝐧𝐭-𝐟𝐢𝐫𝐬𝐭 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡: We work as an extension of your team with direct, personalized communication. ✅ 𝐓𝐢𝐦𝐞𝐥𝐲 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 & 𝐓𝐮𝐫𝐧𝐚𝐫𝐨𝐮𝐧𝐝: Accurate results delivered swiftly, with client messages answered in 10-15 minutes. ✅ 𝐔𝐒 𝐓𝐢𝐦𝐢𝐧𝐠𝐬: Operating on US hours for seamless communication. ✅ 𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 & 𝐒𝐎𝐏𝐬: Customized workflows with standardized SOPs for consistency. 𝐃𝐚𝐭𝐚 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲: ✅ 𝐄𝐧𝐝-𝐭𝐨-𝐄𝐧𝐝 𝐏𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐨𝐧: Firewalls, endpoint security, and real-time threat detection prevent cyber risks. ✅ 𝐄𝐧𝐜𝐫𝐲𝐩𝐭𝐞𝐝 & 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐭: Data is fully encrypted and managed per industry security standards. ✅ 𝐖𝐞𝐛 & 𝐄𝐦𝐚𝐢𝐥 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲: Protection against phishing, malicious sites, and email threats. ✅ 𝐒𝐭𝐫𝐢𝐜𝐭 𝐀𝐜𝐜𝐞𝐬𝐬 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐬: Only authorized personnel can access data; USB/software restrictions apply. ✅ 𝐃𝐚𝐭𝐚 𝐋𝐨𝐬𝐬 𝐏𝐫𝐞𝐯𝐞𝐧𝐭𝐢𝐨𝐧 (𝐃𝐋𝐏): Prevents leaks, unauthorized transfers, and insider threats. ✅ 𝐀𝐧𝐭𝐢-𝐑𝐚𝐧𝐬𝐨𝐦𝐰𝐚𝐫𝐞 & 𝐓𝐡𝐫𝐞𝐚𝐭 𝐏𝐫𝐞𝐯𝐞𝐧𝐭𝐢𝐨𝐧: Multi-layered security shields financial data. ✅ 𝐎𝐧-𝐒𝐢𝐭𝐞 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐎𝐧𝐥𝐲: No remote access; employees work on-site for maximum security. I understand that choosing the right outsourced accounting partner is crucial. That’s why i offer a 𝟏𝟎-𝐡𝐨𝐮𝐫 𝐟𝐫𝐞𝐞 𝐭𝐫𝐢𝐚𝐥—no commitments, just quality service. Let’s discuss your requirements and create a customized solution for your business. Thank you for taking the time to read my Upwork Profile. Best Regards, Bhavik G.

While holding a CPA license in Washington State, I am your one-stop shop for expert accounting services and business advising. I have a large library of hard skills to drive my work and provide increased value to you! I am available for limited projects as well as fractional services on-going. I currently have 10 hours a week available for new clients. EXPERT SKILLS General Ledger Accounting and Clean-Up - QBO, QB Desktop, MIP, SAGE, APLOS, and others Excel and Deep Dive Data Analysis Financial Reporting that provides meaningful metrics in real time - tailored to your specific business model Dashboards, KPI's, Performance Measurement - tailored to keep the most important goals and constraints top of mind Operationalize processes - Maximize efficiencies Revenue Recognition and Cash Flow - it is complex! Let me help you with this! COGS - including your mix analysis Budgets and Variance Reporting Cash Flow Forecasting US GAAP: non-profits, professional services, e-commerce, construction, landscape, SAAS, revenue recognition Systems: Quickbooks Pro, MIP, Sage, APLOS, MS Suite, Power BI, Buildium, AppFolio, Gusto, Paylocity, Paychex, ADP, Bill, Ramp, Slack, Teamwork, ChapGPT and MORE!!

I am a Senior Financial and Treasury Analyst with over 1,400 hours of Top Rated Plus experience working with enterprise and PE-backed companies. I build financial models, manage treasury functions, and turn complex data into clear analysis that leadership teams rely on to make practical business decisions. My role isn’t just to hand you a spreadsheet; it is to make sure the numbers are accurate, clearly presented, and actually useful for guiding strategy, managing cash, and evaluating risk. 💡 What I do: Financial Modeling & Decision Support • Build clean, adaptable financial models to forecast growth, evaluate pricing, and assess new business opportunities. • Analyze unit economics, margin performance, and ROI on major capital projects or expansions. • Work directly with founders and leadership to test assumptions and understand the financial impact of strategic decisions. FP&A & Executive Reporting • Manage end-to-end budgeting, rolling forecasts, and monthly actual-to-budget variance analysis. • Create straightforward reporting packages and board decks that highlight key takeaways without drowning stakeholders in unnecessary data. • Build public comparable benchmarking to provide context for performance and valuation. Treasury & Cash Management • Build and maintain reliable cash flow forecasts to manage liquidity and working capital needs. • Track debt compliance, covenant monitoring, and capital efficiency. • Prepare the financial data and supporting narrative required for fundraising, lender negotiations, or due diligence. 🏢 Industries I work in: CPG & E-commerce, PE-backed operating companies, Technology, and SaaS. I am a strong fit if: • You need someone who can handle the technical modeling and help you interpret the numbers to make informed decisions. • You are preparing for a board meeting, capital raise, or lender negotiation and need your reporting to be accurate and well-organized. • You want a professional analyst with enterprise experience who works proactively, communicates clearly, and takes ownership of the finance function. Let's connect and elevate your financial strategy.

SAP HANA(Certified) | SAP BUSINESS ONE(Certified) | ERPNext | CPA | ACMA | Quick Books (Certified) | Xero (Certified) | Finance & Management Accountant | Crypto Accounting & Taxation Specialist | Hi! This is Karishma Baig, a highly skilled and dedicated Certified Public Accountant , Chartered Management Accountant with specialized experience in crypto accounting and taxation, I bring years of expertise in managing financial records, tax compliance, and optimizing business processes. I have a proven track record of helping clients streamline their financial operations, ensuring accuracy, compliance, and efficiency. My expertise includes: Accounting & Taxation for Crypto: Navigating the complexities of cryptocurrency taxation, including reporting, compliance, and tax planning for crypto-related transactions. Financial Management: Overseeing financial operations, providing strategic financial insights, and creating accurate reports for decision-making. Software Proficiency: Expertise in SAP, QuickBooks, Xero and ERPNext. Tax Compliance: Ensuring businesses are up-to-date with tax regulations and maximizing tax-saving opportunities. Why work with me? Commitment to Excellence: I am dedicated to delivering high-quality results with attention to detail and a focus on accuracy. Value for Money: I strive to provide exceptional value while maintaining cost-effectiveness. Strong Communication: I believe in clear, timely, and transparent communication, ensuring you're always in the loop with your financial matters. Adaptable & Collaborative: Whether you're working individually, with a team, or need collaborative solutions, I can adapt to your work style and provide the support you need to succeed. If you're looking for a finance and accounting professional who can provide valuable insights and expert solutions, let's connect and discuss how I can assist with your accounting and taxation needs.