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Check out Cash Flow Software specialists with the skills you need for your next job.
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  4. (Current) Cash Flow Software Specialists
  • $45 hourly

    • 5.0/5
    • (52 jobs)
    - AAT & CIMA qualified licenced accountant running an established business, with 20 years experience working in practice and industry. - Catering for clients nationally, from sole traders to Ltd Companies with turnover of up to the audit threshold - Advanced Quickbooks Certified Pro Advisor - Xero Partner/Advisor Certified - Freeagent Accredited Practitioner - Fully insured - HMRC agent - Use my own software that doesn't require access to your Government Gateway
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    Payroll Accounting
    Bookkeeping
    Tax Preparation
  • $25 hourly

    • 5.0/5
    • (9 jobs)
    Had earned bachelor's degree in Silliman University in 2011 and subsequently earned the CPA license in the same year. I am a jack-of-all-trades with the very diversified industries that I have been connected with.
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    Bookkeeping
    Cost Accounting
    Business Analysis
    Financial Analysis
    Financial Accounting
    Microsoft Excel
  • $20 hourly

    • 5.0/5
    • (130 jobs)
    Are you looking for a certified accounting expert who delivers actionable insights to optimize your financial processes and minimize tax liabilities within HMRC’s legal framework? With over 130 successful projects and 1,600+ hours of experience, I specialize in providing tailored accounting, bookkeeping, and tax compliance solutions for businesses of small and medium sizes. What I Offer: Xero & QuickBooks Services: ⦿ Setting up and customizing accounts to suit your business needs. ⦿ Managing invoices, bills, and bank reconciliations for accurate bookkeeping. ⦿ Generating and analyzing financial reports for decision-making. ⦿ Troubleshooting and resolving accounting software issues. ⦿ Training and support to ensure smooth system operation. UK Taxation & Compliance: ⦿ Expert advice on tax-saving strategies, including loss utilization, group relief, and personal allowances. ⦿ Preparing and submitting VAT returns, self-assessments, and corporation tax filings. ⦿ Ensuring compliance with HMRC regulations while reducing tax liabilities. Accounting & Financial Management: ⦿ Preparing accurate financial statements and forecasts. ⦿ Implementing efficient payroll systems and managing employee taxation. ⦿ Ensuring compliance with IFRS, HMRC, and industry regulations. Why Work With Me? I combine my ACCA qualification and hands-on experience to deliver results that matter. My clients value my attention to detail, proactive approach, and ability to simplify complex financial data. Whether you're a startup or an established business, I ensure your finances are in order, so you can focus on growth. Let’s work together to streamline your finances and achieve your business goals! Personal: In my spare time, I enjoy playing with my son, catching up on Premier League football, and preparing for my next backpacking trip.
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    Corporate Tax
    Financial Management
    Value-Added Tax
    Bookkeeping
    Xero
    Business Plan
    Business Analysis
    Financial Analysis
    Financial Modeling
    Accounting Basics
    Administrative Support
    Financial Accounting
    Microsoft Excel
  • $125 hourly

    • 5.0/5
    • (102 jobs)
    ABOUT ME: - 25 years of professional experience - MBA Finance / Real estate financial modeling / Pitch decks - Civil engineer / Real estate development / Feasibility studies Welcome to my profile! I am a finance professional with a civil engineering background and 25 years of experience in Corporate Finance, Investment Analysis, and Real Estate Development. Here on Upwork, I am focusing on the following: - Helping developers structure their projects to attract investors - Assist investors with market analysis and real estate acquisitions Also, I have worked in a broad range of industries such as railroad, engineering design, mass media and information, mining, reforestation, and civil engineering construction. I possess strong written and verbal communication skills with a high degree of work ethic and commitment. I look forward to working with you. . Best regards, Leo
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    Quantitative Analysis
    Corporate Finance
    Real Estate Financial Modeling
    Pro Forma Statement
    Microsoft PowerPoint
    Real Estate Investment Assistance
    Financial Modeling
    Cash Flow Analysis
    Cash Flow Modeling
    Real Estate
    Financial Analysis
    Pitchbook
    Commercial Lease
    Construction Estimating
    Construction Management
  • $120 hourly

    • 5.0/5
    • (24 jobs)
    Certified QuickBooks ProAdvisor | Expert Bookkeeper & Financial Strategist As a seasoned financial professional with over 20 years of experience, I specialize in providing comprehensive accounting and financial management services for small to medium-sized businesses. As a Certified QuickBooks ProAdvisor, my expertise spans various industries such as retail, e-commerce, insurance, IT, and consumer electronics. My goal is to be a valuable investment that supports your business growth. My services encompass QuickBooks setup, chart of accounts, reconciliation, AR/AP management, payroll, sales tax, budgeting, reporting, and forecasting. Additionally, I offer fractional CFO services, including cash flow analysis, business plan development, and organizational structure. Key Skills & Attributes: • GAAP Accounting Practices • Payroll Processing & Tax Preparation • Sales Tax Calculations • KPI Identification • Financial Dashboard Creation • Financial Reporting & Forecasting • Account Reconciliation • AR/AP Management • Critical Thinking & Problem Solving • Accuracy & Attention to Detail • Strong Leadership & Communication • Honesty, Integrity, & Time Management • Organizational & Document Management Skills As a detail-oriented professional, I am committed to delivering accurate, reliable results to enable informed decision-making for your business. Let's collaborate to help your business achieve its full potential.
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    Bookkeeping
    Analytics Dashboard
    Financial Modeling
    Ecommerce
    Managerial Finance
    Cash Flow Statement
    Business
    KPI Metric Development
    Finance & Accounting
    QuickBooks Online
    Financial Accounting
    Accounts Receivable
    Account Reconciliation
    Payroll Accounting
    Bank Reconciliation
  • $125 hourly

    • 5.0/5
    • (12 jobs)
    Real Estate Financial Modeling, Analysis and Fundraising • Over 17 years of experience in financial modeling and analysis • Completed over $1bn in transactions during my career in the US and Europe • Deep expertise in Multifamily, Student Housing, Condo Development, Co-Living/Working/Warehousing • Experience in real estate development, acquisitions and structured finance • Expert in Mezzanine, Preferred Equity, Waterfall structures • Worked at CBRE, KPMG and private equity firms • Masters in Real Estate Finance and Investments from New York University • Strong knowledge of accounting and finance • Native English speaker • Author of "Professional Real Estate Investing Course" on Udemy Reviews: "Great working with Juan Carlos. He has a lot of experience in Real Estate finance, Investment Funds structuring, financial modelling and in Real Estate in general. Very good communication skills, perfect English, all work delivered on time. I will consider him for future projects." "We were extremely happy with Juan's work. Quick, flexible and understood what we needed straight away so well, that we only needed a couple of iterations of the model. We highly recommend her for anyone looking for a great financial model."
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    Fund Accounting
    Private Equity
    Financial Management
    Real Estate Investment Assistance
    Data Science
    Real Estate Financial Modeling
  • $17 hourly

    • 4.2/5
    • (39 jobs)
    I'm a professional accountant and bookkeeper, Xero Advisor Certified, QuickBooks Online ProAdvisor, and Investor Ninja Expert. Having 6 years of experience in handling accounting/ bookkeeping for 100+ businesses around the world including the USA, Canada, the UK, Australia, Singapore, and Malaysia. I have strong capabilities to handle Accounting, Bookkeeping, Payroll, Budgeting, Account Receivables, Accounts Payable, Bank Reconciliation, Financial Management, Financial Reporting. I provide the following services: ✍ Set-up New Company Account and Chart of Accounts Management. ✍ Recording and Categorizing Financial transactions. ✍ Receipt Management using Hubdoc, Receipt Bank, and others. ✍ Bank, Credit Card, and 3rd Party Statements Reconciliations. ✍ Creating Customer, Supplier/Vendor, Invoices, Bills. ✍ Accounts Receivables and Accounts Payables Management. ✍ Daily, Weekly, Monthly, Quarterly, Year-end Reporting. ✍ Migration from one Software to another. ✍ Clean-up/Catch-up for Year-end Tax Return. ✍ Full-cycle Bookkeeping. ✍ 1099 preparation and filing. ✍ Any other tasks as per request. I have worked in the following industries: ✍ Service Industries ✍ Trading Companies ✍ Real State and Property Management companies ✍ E-commerce- Amazon, Shopify, eBay, Etsy, WooCommerce. ✍ Manufacturing companies ✍ Nonprofit Organization ✍ Hotel ✍ Restaurant ✍ CPA firm ✍ Land Investment Business Accounting Software I am capable of: ✍ QuickBooks Online ✍ QuickBooks Desktop ✍ Xero ✍ Zoho ✍ Sage ✍ FreshBooks ✍ Wave ✍ And other software alike. Other Software: ✍ Hubdoc ✍ Receipt Bank ✍ DEAR Inventory ✍ A2X ✍ Karbon ✍ Trello ✍ Asana ✍ Adobe ✍ Box ✍ ClickUp Thank you for viewing my profile!
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    Account Management
    Accounts Receivable Management
    Financial Management
    Accounting Principles & Practices
    Xero
    Financial Reporting
    Management Accounting
    Accounting
    Financial Report
    Chart of Accounts
    Bank Reconciliation
    Bookkeeping
    Intuit QuickBooks
  • $100 hourly

    • 5.0/5
    • (60 jobs)
    Hello, Aron here for all your real estate analysis needs! Currently, I work for a top retail REIT (Real Estate Investment Trust) as an analyst where I have underwritten/analyzed high-quality shopping centers across the country. Before that, I was an analyst for a Top 20 real estate private equity firm that specializes in self-storage properties. My career in real estate started working as a commercial real estate credit analyst, where I underwrote the full spectrum of property types (Multifamily, storage, office, and retail), of loans totaling over $350MM. I am an expert in excel, with skills including complex equations (use of xlookup, hlookup, vlookup, index/match, and more), pivot tables, and creating analysis from scratch. I am also an expert in Argus, for underwriting retail and office properties. I understand what is required to compute thoughtful, analytical, and actionable analyses on properties. I respond to all requests within a 24-hour window and always aim to provide high-quality work. Happy to connect, and look forward to working with you.
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    Pitchbook
    Presentations
    Argus
    Investment Research
    Underwriting
    Financial Modeling
    Financial Report
    Analytical Presentation
    Economics
    Real Estate Financial Modeling
    Financial Statement
    Financial Analysis
    Cash Flow Analysis
    Company Research
    Microsoft Excel
  • $75 hourly

    • 4.8/5
    • (49 jobs)
    I solve problems and create growth opportunities in your business. How: by blending data, technology & finance. "Data is Everywhere, Let's Use It"!!! MY SERVICES: - Creating Profitable Growth! (CashFlow, Profit-Studies, Cost-Controls) - Financial Modeling, Forecasting, Budgets, and Projections (Excel, Sheets, Python) - Data-Modeling & Pipelines (PBI, Docker, Kubernetes, Prefect, Snowflake, dbt, Spark)* - Automating Processes using RPA (Zapier, Power Automate, Make, UIPath)* - Database & Analytics Solutions (SQL Server, PostgreSQL, SQLite, Azure, Fabric)* - Predict Outcomes with Data-Science (Python) - Business Intelligence Solutions (PBI, Tableau, Looker, Canva, LucidChart)* - Upgrade Antiquated Finance Systems * - Systems: CRM, ERP, Quickbooks & More * - Create FP&A Apps & Tools (MS Power Apps & Dataverse, AppSheet, Airtable, API) - Business Consulting - Start-Up Coaching & Planning - Valuation Analysis *Services provided with assistance of outsourced talent (US Based only, never offshore). MY BACKGROUND: I have helped others in finance & data for nearly 30 years, including 15 years in business valuation. I have worked for private and publicy-traded companies as an employee and as a consultant. My real strength is blending technology with finance to solve unique problems -- and to discover opportunities. I have wide-ranging Technical Expertise. My Data Science education and experience allows me to find patterns in enterprise data and to make fairly accurate predictions. I use Automation Tools to upgrade mundane, repetitive processes and save time. As well, I help my clients 'grow-up' their data systems and Excel dependencies. I am comfortable working with all members of a company, from C-Suite to analyst. My professional maturity helps guide me to create usable solutions, absent consultant-fluff. I have a reputation for Providing "Quality Deliverables" that work the first time and this has resulted in a 100% JSS and a Top-Rated + badge on UW. I would love to provide a free 30 minute consultation and look forward to meeting you here on Upwork. Thank you for visiting, Mark
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    Google Sheets
    Data Analysis
    Tableau
    Market Analysis
    Business Valuation
    Microsoft Access
    Dashboard
    Python
    Data Science
    SQL
    Microsoft Power BI
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $328 hourly

    • 5.0/5
    • (55 jobs)
    Chartered Accountant / Tax Advisor with 15 years post qualified experience. Wealth of knowledge and experience working with small to medium sized businesses providing a full range of financial services, from incorporation to setting up systems and processes, tax planning and preparation and business development. My work is of the highest standard and I adhere to the code of ethics expected by the Institute of Chartered Accountants in England and Wales.
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    Ecommerce
    Business Development
    Tax Preparation
    Corporate Tax
    Financial Accounting
    Bookkeeping
    Business Continuity Plan
    Xero
  • $125 hourly

    • 5.0/5
    • (43 jobs)
    As a seasoned financial executive with both Fortune 500 companies and small/mid-sized businesses, I provide outsourced CFO services to companies that have a need for tactical and strategic financial services without the investment in a full-time resource. Specialties include: • Financial statement preparation and analysis • Financial review and compilations • Strategic financial and operational planning • Operational analysis and support • Budgeting, forecasting, and projections • Dashboarding/KPI formulation and evaluation • Cash flow forecasting and treasury management • HR consulting and human capital strategy • Accounting oversight and review • Non-profit accounting/990 tax preparation • Certified Quickbooks Online ProAdvisor Numbers are just an outcome - let's focus on the behaviors that will get us there. I strategically partner with executives, owners, and operators to identify the different dials we can turn to foster the results we desire. I'll help you build the infrastructure today for the growth of tomorrow. My accounting and finance background, both at a technical level and big picture view, allow me to identify operational and strategic areas of opportunity and instill change where needed. I can drill down on basic accounting operations, provide in-depth financial analysis, and consult on the executive-level course for the future. From a day-to-day accounting and finance perspective, I am well-versed in a multitude of operating platforms and software, with expert-level experience in Excel and VBA, Quickbooks and Quickbooks Online, and several other ERP systems, including Microsoft Dynamics, Sage, Lawson, Hyperion, and Workamajig, as well as smaller proprietary software. All accounting systems function in the same manner and I am able to integrate quickly into new ways of work, thereby limiting my clients' costs. I partner with CEOs to address the urgent and important things that keep them awake at night, and I have led several organizations to success in short periods of time. I am able to offer strategic finance solutions, forward-looking views, and tactical plans to accomplish the goals at hand.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    Financial Modeling
    Financial Analysis
    Management Consulting
    CPA
    Bookkeeping
    Corporate Strategy
    Strategic Plan
    Financial Reporting
    Intuit QuickBooks
  • $100 hourly

    • 5.0/5
    • (120 jobs)
    ✅ Top Rated Plus ✅ 1000+ hours worked ✅ 100+ jobs completed I am a USA-based Excel guru who has been working extensively with all aspects of Excel and related Big Data technologies in the financial industry for over 10 years. My specialization is the use of both advanced formulas and Excel VBA (macro) work to automate tasks and improve efficiency, especially when working with large sets of data. Often, this includes the use of graphs, pivot tables/charts, and other data visualization. The output can take many forms, including elegant and robust dashboards, models, and tools. I am also very well versed in all kinds of financial forecasting and modeling, and have built out M&A models, financial forecasts for new businesses/startups, and other such work. Whether you are starting a new project from the ground up or just need some tweaks to an existing product, I will be more than happy to work with you and deliver exactly what you need. My main goals when working with you are simple: - Clear and consistent communication. I make myself available during all waking hours to provide status updates, answer and ask questions, and discuss the project. Openness, trust, and friendliness have been the keys to success in my work. - Complete satisfaction with the end result. I treat each project as unique and with its own set of needs. I will work with you along every step of the way to ensure that there are no surprises, and only satisfaction. ### Skills ### - Excel Automation and Add-ins via advanced spreadsheet formulas, charts/tables, and VBA (with buttons, forms, etc that interact with VBA) - Creating robust, user-friendly Excel workbooks to help visualize data (such as comprehensive data-driven dashboards) - Financial modeling and spreadsheet design - SQL, Access, CSV parsing, connections, and data manipulation - Clean and beautiful presentation of data (within Excel, Word, PowerPoint) - Setting up licensing or resale of finished Excel-based products to your clients or mass-marketed customer base I have successfully completed many projects using the above skills over the years. I would be more than happy to discuss your project's needs and help you brainstorm ideas and methodologies to best complete your project. Just give me a shout!
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    Microsoft Word
    Visual Basic for Applications
    Data Analysis
    Microsoft PowerPoint
    Microsoft Access Programming
    Automation
    Data Visualization
    Microsoft Excel
    SQL
  • $160 hourly

    • 5.0/5
    • (338 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $15 hourly

    • 4.5/5
    • (19 jobs)
    With over 10 years of significant experience working in all fields of Accounting, including but not limited to auditing, bookkeeping, financial reporting and analysis, forecasting and other management reporting, Accounts Payable management, Accounts Receivable & collections, and statutory compliance. With extensive knowledge in the following software: - Xero - Quickbooks - Microsoft Dynamics Nav - Teamwork - Asana - Docusign - Salesforce - Zoho CRM - Zoho Books - Zoho Inventory - Float - Anaplan "Time and Quality must come hand in hand" - this has always been my guiding principle. It is very important for me to also build long term relationship with clients. I can deal with people from different levels, and I can surely deal with other freelancers that you work with. I am looking forward to hear from you soon. Cheers!
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    QuickBooks Online
    Forecasting
    Xero
    Accounts Receivable Management
    Accounts Payable Management
    CPA
    Financial Reporting
    Microsoft Dynamics ERP
    Financial Audit
    Bookkeeping
    Financial Accounting
    Intuit QuickBooks
  • $260 hourly

    • 5.0/5
    • (153 jobs)
    15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating offering memorandum (OM) and pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    Financial Analysis & Valuation
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Analysis
    Market Research
    Feasibility Study
    Pitch Deck
    Presentation Design
    Data Visualization
    Financial Presentation
    Real Estate Business Plan
    Real Estate Appraisal
    Real Estate
    Real Estate Financial Modeling
  • $200 hourly

    • 4.9/5
    • (41 jobs)
    I am a senior CFO with prior founder and CEO experiences encompassing exits. I bring a proven record of driving growth and operational excellence. Highlights include a $145M IPO, $500M in funding, growing revenue from $0 - $1B ARR, and $5B in M&A deals across global markets. Harvard Business School, FMVA, US Army Special Operations. What I Offer Strategic Growth: Business model development, strategy alignment, and operations to scale and build companies, as well as optimizing/turning around mature operations for sustainable success. Financial Expertise: Financial analysis, advanced modeling, forecasting, budgeting, and capital planning. Capital raising, structure and allocation, M&A support, and cost optimization, operational finance. Trusted Advisor: Partners with CEOs, boards, and investors on key decisions and milestones. Let’s collaborate to position your business for growth and long-term success.
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    Venture Capital Consulting
    Forecasting
    Financial Modeling
    Business Cases
    Pro Forma Statement
    SaaS
    Business Plan
    Business Modeling
    Financial Analysis
    Balance Sheet
    Microsoft Excel
    Intuit QuickBooks
  • $90 hourly

    • 4.8/5
    • (188 jobs)
    🎓 Ex-KPMG Consultant | 𝐂𝐅𝐀® | CA | FRM® | Excel Ninja 🏆 𝐓𝐨𝐩 𝟑% of Freelancers on Upwork | 𝟏𝟎𝟎% Job Success Score 📜 𝟏𝟖𝟎+ Financial Modeling Jobs Completed |⏳ 𝟖+ Years of Experience 𝐌𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡:- I specialise in creating financial models that don’t just crunch numbers but tell the story of your business. None of my models are the same — each one is custom-built to fit the specific needs of the client and their business. This is why my clients rely on my models daily to assess the impact of key decisions. For me, a financial model isn’t just a formality to raise finance; it’s a written story of your business, told through numbers. 𝐌𝐲 𝐏𝐫𝐨𝐜𝐞𝐬𝐬:- I follow a clear, step-by-step approach to ensure that your financial model is tailored to your business's specific needs and delivered with the highest quality. ➤ I begin with a call to fully understand your business and financial needs. ➤ We finalise the scope, timeline, and cost, ensuring clear expectations. ➤ I gather all necessary documents and ensure I fully understand your business before starting. ➤ I deliver the first draft and a Loom video walkthrough to explain the model. ➤ I make any updates based on your feedback and don’t close the contract until you’re fully satisfied. ➤ Even after the contract is closed, I’m available for future updates. Expect a reply within a day, even if you reach out after a year. 𝐖𝐡𝐨 𝐈 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡: I specialise in working with clients who need expert financial modelling to drive their business decisions. My primary clients include: ➤ Startups & Entrepreneurs – I help new ventures secure funding and validate business ideas with investor-ready financial models tailored to their needs. ➤ Investment Firms & Private Equity – I provide in-depth financial analysis, risk assessment, and ROI modelling to guide smart investment decisions. ➤ Real Estate Developers & Investors – My expertise in building detailed pro forma models ensures successful property developments and investment outcomes. ➤ Corporate Finance Departments – I offer precise budgeting, forecasting, and financial planning to support corporate growth and decision-making. ➤ Consulting Firms – I partner with consultants to deliver bespoke financial models that support mergers, acquisitions, and other strategic initiatives. Whether you’re raising capital, managing investments, or optimising your financial planning, I can craft custom financial solutions to meet your needs. 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐓𝐫𝐮𝐬𝐭 𝐌𝐞:- ❖ "Neeraj’s financial model provided the clarity we needed to raise capital. His attention to detail and understanding of our business was impressive." - 𝑱𝒂𝒓𝒆𝒅 𝑺𝒂𝒓𝒃𝒊𝒕, 𝑪𝑬𝑶 (𝑷𝒊𝒄𝒕𝒖𝒓𝒆 𝑷𝒆𝒓𝒇𝒆𝒄𝒕 𝑪𝒍𝒆𝒂𝒏𝒊𝒏𝒈) ❖ "The model Neeraj built is one I use every day. His efficiency and expertise make him a fantastic partner for financial modelling." - 𝑹𝒂𝒎𝒕𝒊𝒏 𝑵𝒊𝒌𝒛𝒂𝒅, 𝑪𝒐-𝑭𝒐𝒖𝒏𝒅𝒆𝒓 (𝑭𝒐𝒓𝒕𝒓𝒆𝒔𝒔 𝑷𝒓𝒆𝒔𝒆𝒏𝒕𝒔) 𝐋𝐞𝐭’𝐬 𝐃𝐢𝐬𝐜𝐮𝐬𝐬 𝐇𝐨𝐰 𝐈 𝐂𝐚𝐧 𝐇𝐞𝐥𝐩 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬:- 💬 Send me a message today, and we’ll discuss how I can tailor a financial solution to meet your business needs. 𝑵𝒐𝒕𝒆:- 𝑰 𝒘𝒐𝒓𝒌 𝒊𝒏𝒅𝒆𝒑𝒆𝒏𝒅𝒆𝒏𝒕𝒍𝒚, 𝒔𝒐 𝒚𝒐𝒖'𝒍𝒍 𝒂𝒍𝒘𝒂𝒚𝒔 𝒌𝒏𝒐𝒘 𝒘𝒉𝒐 𝒉𝒂𝒏𝒅𝒍𝒆𝒔 𝒚𝒐𝒖𝒓 𝒑𝒓𝒐𝒋𝒆𝒄𝒕 𝒂𝒏𝒅 𝒘𝒉𝒂𝒕 𝒚𝒐𝒖 𝒑𝒂𝒚 𝒇𝒐𝒓.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    Business Analysis
    Financial Accounting
    Business Valuation
    Balance Sheet
    Company Valuation
    Financial Planning
    Financial Projection
    Financial Analysis
    Valuation
    Pro Forma Statement
    Forecasting
    Financial Report
    Microsoft Excel
    Financial Analysis & Valuation
    Financial Modeling
  • $10 hourly

    • 4.8/5
    • (9 jobs)
    I'm well-versed in QB desktop & QB online versions. I can do Bookkeeping, Reconciliation & preparation of Financial Reports for planning & decision making.I’m expert of E-Commerce Businesses, online sales channels like Amazon, Shopify, eBay, Etsy & payment gateways like Pay_Pal Afterpay & Stripe. I can manage sales, refunds, transfers, Selling fees & other transactions of above sites into QB. I’ve full grip over Excel spreadsheets, conditional formulas & nested functions, Pivot Tables & Dashboards. I'm knowledgeable about the latest accounting rules & theories. I've been doing bookkeeping since 2014 for different types of firms & organizations. I’m looking to grow my small bookkeeping business with long-term projects & clients. I'm well organized, detail oriented, accountable & client-concentric. I'm trustworthy & ethical in my profession having good communication skills. I've no problem with deadlines. My prime motive is to provide quality work & accurate bookkeeping services to my clients. Thank you!
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    Accounts Receivable Management
    Accounts Payable Management
    Inventory Management
    Financial Reporting
    Microsoft Excel
    Bookkeeping
    Data Entry
    Bank Reconciliation
    Account Reconciliation
    Intuit QuickBooks
  • $70 hourly

    • 5.0/5
    • (66 jobs)
    Are Disjointed Marketing Efforts Holding Your Growth-Stage Company Back? Growth-stage companies often grapple with a fragmented and inconsistent marketing approach. You might be experiencing: Random Acts of Marketing: Disconnected creative efforts that fail to build a cohesive brand. Ineffective Ad Spend: Wasted budget on channels that don’t deliver measurable results. Lack of Strategic Cohesion: Marketing strategies that don’t align across platforms, leading to missed opportunities and diluted brand impact. These challenges can severely stall your company’s growth. Imagine pouring resources into campaigns that don’t resonate, struggling to connect with your audience, and constantly firefighting rather than strategically building for the future. The inefficiencies not only drain your budget but also weaken your brand’s presence in a competitive market. Without a unified strategy, every marketing effort feels like a gamble, leaving you frustrated and uncertain about the return on your investments. With 30 years of top-tier experience as a Fractional CMO and Executive Creative Director, I specialize in transforming these pain points into your greatest strengths. Here’s how I can help: Unified Omnichannel Campaigns: Seamlessly integrate brand and performance across Google Ads, Facebook Ads, Programmatic Media, and AI-driven strategies to ensure every campaign is both memorable and measurable. Strategic Marketing Oversight: Develop clear goals, KPIs, and align your team across all channels to create a cohesive marketing strategy that drives growth. Optimized Ad Spend: Leverage data-driven insights and advanced analytics to maximize your ROI, ensuring every dollar works harder for you. Creative Excellence: Bring award-winning creative leadership to your campaigns, crafting compelling narratives that captivate and convert your audience. Gains: By partnering with me, your company will experience: Consistent Brand Identity: Strengthen your market presence with a unified and recognizable brand across all platforms. Enhanced ROI: Achieve higher performance and efficiency in your ad spend, leading to sustainable growth. Strategic Clarity: Move from patchwork solutions to a clear, strategic marketing roadmap that drives long-term success. Engaging Campaigns: Benefit from creative strategies that not only attract attention but also foster genuine connections with your audience. About Me: When I’m not transforming brands, I teach improv and perform stand-up for major touring comedians. This unique blend of business savvy and creative flair means I can make your audience laugh and convert, delivering campaigns that are as enjoyable as they are effective. Why Choose Me? Proven Expertise: 30 years of award-winning experience in branding, omnichannel media buying, programmatic strategies, and AI-driven insights. Integrated Approach: Aligning branding with performance to create campaigns that resonate and deliver measurable ROI. Unique Creative Edge: Combining business strategy with creative storytelling to ensure your campaigns stand out and drive results. I'm also very fun to work with. Educational Leadership: Author of a book on programmatic media and publisher of Programmatic Media Expert, staying ahead of industry trends to benefit your business. Transform your fragmented marketing efforts into a unified, high-performing strategy that blends growth and brang building. Let’s bridge the gap between strategic marketing and creative excellence together.
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    Startup Company
    Branding
    Display Ad
    Reddit Marketing
    Social Media Marketing
    Twitter/X Ads Manager
    Brand Guidelines
    Marketing Strategy
    Media Planning
    Programmatic Campaign
    Media Buying
    Startup Consulting
    Copywriting
  • $30 hourly

    • 4.9/5
    • (103 jobs)
    Excellent market researcher and business analyst (90+ projects at Upwork) with strong experience in strategy consulting (Altman Solon currently, ex-Accenture). I mostly focus on fintech and TMT industries, however, I have done projects across different verticals. Areas of my specialization: - Market research (Secondary research but I have done many expert and customer interviews) - Market Size (TAM, SAM, SOM - bottom-up and top-down) - Competitor landscape analysis (Especially one-pagers with a comparison of different competitor sets to investment deck) - Data analysis (Tools: Excel, SQL, PowerBI, Tableau) - Survey design and analysis (E.g. B2C Blockchain customer preferences survey - analysis in Excel with output in PPT format) - Deck building (Strong experience in PPT building and story-telling) I'm looking forward to connecting with you and helping you achieve your goals!
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    Marketing Strategy
    Business Modeling
    Microsoft PowerPoint
    Strategy
    FinTech Consulting
    Digital Marketing
    Implementation Plan
    Business Analysis
    Visualization
    Microsoft Power BI Data Visualization
    Market Research
    Report Writing
    Presentations
    Data Analysis
  • $100 hourly

    • 4.7/5
    • (23 jobs)
    A professional accountant (CPA) in Canada specializing in finance and accounting. Providing fractional CFO services: financial planning, management consulting, forecasting, budgeting, automation of financial processes, Canadian tax, etc. Education: Bachelor of Business Administration Degree and Certified Professional Accountant (CPA) designation, Xero Certified Partner, QuickBooks ProAdvisor
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    Visual Basic for Applications
    Cost Accounting
    Business Analysis
    Microsoft Visio
    Xero
    Microsoft PowerPoint
    Intuit QuickBooks
    Financial Analysis
    Microsoft Excel
  • $75 hourly

    • 4.8/5
    • (178 jobs)
    🥇 Top-Rated Plus: 100% Job Success 📊 Proven Success: 1000+ Reports, 75% Repeated Clients 🌍 Global Expertise: 200+ Projects Worldwide Unlock Data-Driven Success with Fayaz Saeed – Expert Data Analyst 🚀 🔍 Transform Business Insights with Advanced Data Analysis & Reporting Struggling with decision-making? Harness your data to drive 20% more growth. I provide real-time, actionable insights tailored to your needs. 🔧 Services: - Business Intelligence & Reporting - Data Visualization & Dashboards - ETL & Automated Data Solutions 🛠 Tools: Zoho Analytics, Tableau, Power BI, SQL, Google Looker Studio, Sisense, and more. 💬 Client Feedback: "Exceeded expectations—delivered more than we asked for!" Let’s unlock your data's full potential. Contact me today!
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    Sage 50cloud
    Analytics Dashboard
    CPA
    Accounting Basics
    BigQuery
    Zoho Creator
    Inventory Management
    Quantitative Analysis
    Financial Accounting
    Data Visualization
    Klipfolio
    Looker Studio
    Sisense
    Tableau
    Zoho Analytics
    Microsoft Power BI
  • $40 hourly

    • 5.0/5
    • (135 jobs)
    Combined thirty years of accounting, analytical, project management & directorship experience as qualified accountant based in UK. Enthusiastic, proactive and successful roles within the Financial Services sector. Experience as an accountant & finance director within the finance / fund management / e-commerce sectors. Vast experience in using Excel for many data analysis / accounting / reporting / financial models .
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    Financial Analysis
    Cost Accounting
    Corporate Style
    Financial Modeling
    Project Finance
    Business Presentation
    Managerial Finance
    Job Costing
    Financial Accounting
    Finance & Accounting
    Budget Management
    Technical Accounting
    Intuit QuickBooks
    Microsoft Excel
  • $25 hourly

    • 4.9/5
    • (47 jobs)
    I am a financial analyst for solving your special business problems with 10years experience in the real business. SPECIALIZATION: Financial analyst, Business solving, Financial Modeling, Budgeting, KPI Dashboards. ADVANTAGES: A strong business vision, great motivation to find the best solution and creating value for client projects. Feedback about my job: " I have been very fortunate to find the most reliable and amazing freelancers on Up work. Oksana is amazing, patient, and starts projects without me having to ask! Thank you, you have truly been a lifesaver." "Excellent freelancer to work with, conscientious and keep with our deadlines." "I'm very happy with work Oksana completed for us. She has completed work even earlier we expected. Very good communication and understanding what we needed. I really can recommend Oksana to everyone. Thank you, Oksana." I could be a strong part of your team. Kinds, Oksana (Susan)
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    Google Sheets
    Financial Accounting
    Business Mathematics
    Intuit QuickBooks
    Financial Management
    Financial Analysis
    Accounting Principles & Practices
    Financial Modeling
    Microsoft Excel
    Google Docs
    Financial Planning
  • $150 hourly

    • 4.8/5
    • (29 jobs)
    With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the information you need, when you need it, to get the best possible outcome. I have owned, and sold, my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial projection for your next bank loan. I can help with M&A whether it's getting your company ready for sale/investment or helping to evaluate, purchase, and integrate an acquisition. My goal is to provide the RIGHT information at the RIGHT time. I believe that the lifeblood of any company is cash. I specialize in cash management and forecasting and can work with you to find ways to free up cash so that you know what you can spend. I believe that cash is the life blood of a company and can fix many issues. Your job is to grow your company my job is to help you realize its full value.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    Financial Modeling
    Financial Planning
    Mergers & Acquisitions
    Financial Analysis
    Xero
    Budget Management
    Microsoft Excel
    Accounting
    Financial Projection
    Intuit QuickBooks
  • $90 hourly

    • 5.0/5
    • (26 jobs)
    Highly experienced senior finance professional with broad commercial, management and technical skills and over 20 years experience including; * Startup support - Executive Summaries, Pitch Decks, IM's / Prospectuses and Fundraising * Financial modelling * Business acquisition and divestment - target research, contact services, due diligence * Accounting, taxation and regulation (AFSL applications and documentation) * Business advisory - funding strategy, operations, customer fulfillment * Content services - website copy, expert articles, blogs, FAQs * Virtual CFO services
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    Venture Capital Consulting
    Fundraising
    Content Writing
    Business Plan
  • $90 hourly

    • 5.0/5
    • (412 jobs)
    I'm an engineer who's been working with spreadsheets for over 40 years, creating a wide variety of Excel files, both for engineering work, and also for other projects (such as tax records, business data processing, payroll records, quotations / estimates, stock analysis, church recordkeeping, etc.). I've completed over 1000 different Excel projects for over 300 different clients, in the USA and around the world. My strengths are spreadsheet structure, complex formulas, and VBA macros. Whether you need a complex macro-enabled spreadsheet to automate data processing, or a simple one, I can deliver. NOTE that I work in Excel (for Windows). I do NOT work with Google Sheets or Excel for Mac, since I have found both of those platforms to have some significant incompatibilities with Excel for Windows. Also NOTE that my high number of open contracts is due to many of my clients leaving our Upwork contract open perpetually, so they can come back to me for additional projects. Also note that I have recently closed a number of these long-term (2+ years) open contracts, resulting in a number of "No feedback given" entries in my Job History. These were all satisfied, long-term clients (whom I am now working for directly); there is no feedback because the contracts were closed by me, rather than by the client.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Software
    Data Extraction
    Spreadsheet Macros
    Spreadsheet Skills
    Visual Basic
    Data Structures
    Data Processing
    Data Migration
    Data Analysis
    Macros
    Macro Programming
    Spreadsheet Software
    Data Cleaning
    Microsoft Excel
    Financial Analysis
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