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  • $60 hourly
    I am a marketing automations specialist focusing on CRM system consultation, implementation & maintenance. I have experience providing services for users of Agile CRM, Active Campaign, Hubspot, Zoho, Freshsales, Zapier & many others. I have assisted hundreds of users with their CRM & marketing automation systems. I understand how to use these systems & I can help you make them work for your business. I can completely set up your system & I can teach you how to use it. I can complete smaller projects for you or if you are already an experienced user, I can also assist you in making sure you are using the system to its fullest potential. Many of my clients are long-term clients who desire continued assistance. My background also includes web development, customer support, software support, customer success & mobile application assistance.
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    Zoho CRM
    Internet Marketing
    Freshworks CRM
    Marketing Strategy
    WordPress
    CRM Software
    Agile CRM
    Business Consulting
    Email Marketing
    Marketing Automation
    ActiveCampaign
    Zapier
    HubSpot
  • $200 hourly
    My name is Julian Joppy, and I am the President of BizTax Advisory. I specialize in advising/consulting small businesses and investors through tax planning, tax structuring, and tax strategies to identify available opportunities businesses can utilize to reduce their tax liability. Additionally, I work with business owners to automate bookkeeping and payroll systems, create tax savings systems, forecast/strengthen lending power for real estate or other business lending needs, and provide experience and guidance to aide in well-informed business/investment decisions. I am an Enrolled Agent (EA), and I have been a tax advisor and accountant for over seven years. I earned my Bachelor's Degree in Business & Accounting at Penn State University and graduated Summa Cum Laude with a 3.79 GPA, which was the top 6% of my class. I strive to save time and money for our clients while providing them with a skilled and experienced professional in their corner with their best interests at heart. If I take you on as a client, I will work diligently to meet your needs and exceed your expectations.
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    Limited Liability Company
    International Taxation
    Corporate Law
    Tax Strategy
    Corporate Tax
    Business Consulting
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Tax Law
    Tax Planning & Advisory
  • $150 hourly
    👋 Welcome! I'm Shannon, your go-to No-Code Consultant specializing in ClickUp, Airtable, SmartSuite, Softr, and Noloco 🚀 With over 6 years of experience, I empower businesses to streamline operations using top no-code tools. My expertise spans multiple platforms, ensuring tailored solutions for your unique needs. 🏢 Industries I Serve: While I've worked extensively in Construction, Education, Digital Marketing, Law, Real Estate, Accounting, Coaching, Interior Design, Non-profits, Media Production, Social Media, AgTech, Travel, Publishing, and Manufacturing, my experience spans many other industries as well. My versatile skill set allows me to adapt to various business environments and deliver customized solutions. 🖱️ Verified ClickUp Consultant: Since 2020, I offer comprehensive ClickUp services to maximize your team's productivity. Custom templates and dashboards tailored to your business needs, ensuring efficient project management and tracking. Automations to streamline repetitive tasks and enhance workflow efficiency. In-depth training sessions to onboard your team and ensure they are well-versed with ClickUp’s functionalities. Workspace configuration to optimize collaboration and project tracking. Process documentation to ensure consistency and clarity across your team. 🌬️ Airtable Service Partner: As a Certified Airtable Partner, I deliver robust solutions to streamline your workflows. Develop intricate databases tailored to your specific business processes. Utilize Airtable’s automation features to save time and reduce errors by automating repetitive tasks. Seamlessly integrate Airtable with tools like Softr, Fillout, Zapier, and Make to enhance functionality and connectivity. Design and implement custom interfaces to improve data visualization and user interaction. Provide continuous support to adapt and evolve your Airtable systems as your business grows. 🧠 SmartSuite Partner: As a Certified Partner Consultant of SmartSuite, I provide expert services to optimize your business operations. Offer expert advice and training sessions to ensure effective use of SmartSuite. Seamlessly integrate SmartSuite into your existing systems, ensuring smooth transitions. Connect SmartSuite with other tools to create a cohesive and efficient workflow. 💻 Softr Expert: Certified Softr Expert specializing in creating user-friendly and functional solutions. Develop bespoke dashboards and portals tailored to your business needs. Integrate Softr with other tools to add advanced features and improve user experience. 💪 Noloco Expert: Recently certified, I excel in creating custom web solutions and integrations. Build tailored web applications to meet your specific business requirements. Connect Noloco with platforms like Google Sheets, SmartSuite, and Airtable to streamline data management and workflows. Develop intuitive client portals and CRM systems to enhance customer interactions and data management. 🐝 Hive Certified Partner: Delivering advanced project management solutions with Hive. Optimize and automate your workflows to improve efficiency. Integrate Hive with essential tools like Zapier and Make for enhanced functionality. 🟡 Notion Expertise: Extensive experience in Notion includes database design, workflow automation, custom template development, and tool integrations. 🌟 Additional Software Expertise: Certified in Asana, Zapier, and Monday, I also excel in no-code portal tools like Softr.io, EasyPortal, Noloco, and Stacker. My skills extend to business management systems and CRM platforms, ensuring comprehensive software proficiency. 💼 Our Agency - SMV Virtual Consulting: Top-rated Upwork agency specializing in no-code system implementation and operational support. Certified in ClickUp, Monday.com, Airtable, SmartSuite, Asana, Hive, Noloco, Softr, and Zapier, ranking in the top 3% of all agencies. 💼 Business Support Services: Offering comprehensive business support services including Virtual Assistants, Project Managers, and Operations Managers. We foster long-term client relationships based on trust and exceptional support. ✨ Client Success Story: Virtual Legal Clinic ✨ Check out this inspiring journey of launching a one-of-a-kind virtual legal clinic using Airtable, Softr, and Fillout. We developed a system managing over 2,000 applicants, significantly surpassing their typical capacity. Client Feedback: "We started with a rush buildout of an Airtable database that morphed into adding multiple software integrations like Softr, Fillout, and Twilio. Shannon was integral to our startup and ongoing IT needs. Always available and willing to go the extra ten miles." 🚀 Let's Connect: Need help with ClickUp, Airtable, SmartSuite, or any other specialized tool? Schedule a free 30-minute Discovery Call to discuss how we can boost your business operations. Let's make things happen together! 💻
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    No-Code Development
    Zapier
    Automation
    Airtable
    ClickUp
    Task Automation
    Task Coordination
    Virtual Assistance
    Business Operations
    Business Consulting
    System Automation
    Project Management Support
    Process Improvement
    Automated Workflow
  • $200 hourly
    I am a contracts attorney with over 24 years of experience at General Electric, Teachers College Columbia University, and Siemens Energy, where I've drafted, negotiated, and executed billions of dollars of large, complex, cutting-edge technology contracts across the globe. I am an expert. Currently, I have my own practice where my focus spans a wide range of contractual agreements including: ● influencer ● partnering ● publishing ● SaaS ● IP licensing ● technology transfer ● website terms of use ● CCPA & GDPR compliant privacy policies ● IT outsourcing ● cloud services ● residential and commercial construction ● subcontractor ● education ● FERPA ● medical ● HIPAA ● mergers and acquisitions ● employment ● commercial lease ● equity share ● equipment sale & lease ● franchise ● travel ● confidentiality ● non-compete ● RFP/RFQ ● FAR ● AIA ● and more…. I write clear and concise documents, that are accurate, balanced, and marketable. I provide practical advice on complex contractual terms. I ensure technical excellence by drafting prudent agreements and promptly answer technical queries about contracts law and best practices. I also advise on contractual disputes to achieve the most favorable outcomes. Seeing the data revolution, I'm also developing Contract Reader - an artificial intelligence algorithm that reads your contract and displays significant risk issues. You don't have to read the boring stuff! This is a revolutionary form of legal service that's immediate, accurate, and very inexpensive.
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    Business Consulting
    Natural Language Processing
    Employment Consideration
    Drafting
    The Florida Bar
    Transportation & Warehousing
    Intellectual Property Law
    Contract Negotiation
    Contract Law
    Contract Drafting
    Data Mining
    Legal Research
    Legal Consulting
    Corporate Law
  • $95 hourly
    Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. Upwork's #1 MOST Successful Bookkeeper! Quickbooks ProAdvisor "Top Tier Elite Status"! Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Also teach Quickbooks to other Accountants, Bookkeepers and Business Owners. Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business. Strong organizational, problem-solving and analytical skills. Super-experienced Bookkeeper with an Accounting Degree, who understands the full cycle of business. Able to manage priorities and workflow. Detail-oriented and very self-motivated. Excellent references available! If you need Quickbooks Consulting or Training, please let me know and I can review those rates too. EXPERIENCE: HCG, Inc., FL 9/91 - Present Accountant / Full Charge Bookkeeper / Quickbooks / Excel and Word Professional Client base consists of established Certified Public Accounting Firms, Ecommerce companies including Ebay Powersellers/Amazon Sellers/Etsy Sellers/Shopify Stores, Start-Ups, Personal Accounting, Real Estate Investors, Property Management Companies, Designers, Attorneys, Manufacturers, Importers, Restaurants, Investment Fund Companies, Executive Recruiters, Physicians, Healthcare Facilities, etc. • Responsible for all Accounting and Bookkeeping functions including Sales Tax Report filings, Daily Accounts Reconciliation, Financial Reporting, Bank Reconciliations, Accounts Receivable, Accounts Payable, Budgeting, Cash Flow Planning, Inter-company Accounting, Inventory and Account Analysis Reporting. • Eliminated Accounts Payable inaccuracies by implementing GL coding systems and documentation protocols. • Preparation of the year-end corporate tax returns and Sales Tax audits. Have also assisted with Forensic Accounting projects. • Audited Accounts Payable invoices and continually located errors in Vendor billing. • Sourced new Vendors and also negotiated current pricing that resulted in 25 to 40 percent savings. • Developed systems for automating office functions to assure that the companies are operating efficiently. • Excel, Word and Quickbooks Trainer, specializing in applications and business systems.
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    Financial Reporting
    Accounts Payable Management
    QuickBooks Online
    Cost Control
    Employee Training
    Business Consulting
    Financial Accounting
    Bookkeeping
    Account Reconciliation
    Intuit QuickBooks
    Bank Reconciliation
    Microsoft Excel
  • $50 hourly
    I have over 10 years of experience in HR, management and recruiting. I currently own and write for The Resume Supply Co where I have been extremely successful in helping job seekers land the interviews they never would be able to on their own. I have created thousands of resumes with all the components necessary to help people take their career to the next level. Why choose me as your expert resume writer? 1. I work extremely fast. 2. I have great knowledge of resume writing as well as all components of the often-tedious job search. 3. I am an American and a native English speaker. This means I can ensure quality communication in regards to the project. 4. I have 100% job success score, top-rated talent badge, and ensure I give 110% to all my clients every project. 5. I guarantee results by scanning all resumes through keyword software to ensure bypass of applicant tracking systems. My areas of expertise include: 1. Entry-Level, Student/Recent Grad, and Military to Civilian resumes 2. Mid-Level resumes 3. C-Level/Executive resumes 4. Cover letters, thank you letters, and letters of intent 5. Custom, key-word optimized LinkedIn profiles (Writing - Not Developing) I also specialize in resumes for those who have been out of work, those who are looking to switch industries, and those who are looking for a promotion within their current company. If you want the highest quality work with top notch customer service choose me as your expert Freelancer. Thank you for your consideration, Ashley Wehnes #1 Ranked Executive Resume & LinkedIn Profile Writer Owner/Principal - The Resume Supply Co
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    LinkedIn Development
    Business Consulting
    Startup Consulting
    Resume Development
    Human Resources Consulting
    Resume Writing
    Cover Letter Writing
    Report Writing
    Management Consulting
    Copywriting
    CV
  • $125 hourly
    I’m an Army veteran and an Advanced Zoho Partner. I'm a self-starter who is deadline driven. I help small to mid-size companies implement, improve, or integrate various Zoho applications. Those applications include Zoho CRM, Zoho Books, Zoho Projects, Zoho Campaigns, SalesIQ, Zoho One, Zoho CRM Plus, Zoho Creator, Zoho Inventory, Zoho Analytics, and more. I started my journey as an Engineer and Developer as an entrepreneur. I owned an apparel company that sold B2B to retail chains and events. In using and customizing Zoho One (Books, CRM, Projects, Creator, plus G Suite and RingCentral) for my business, I learned how to make the software match our business processes. This is mostly done through customization and automation. I love helping other businesses succeed, so I now work full-time as a consultant. I have helped several clients from various industries migrate to Zoho applications. This includes customizing Zoho applications, automating Zoho applications through custom functions, or integrating Zoho applications with third-party software through API. Areas of expertise: Data Migration, QuickBooks Migration to Zoho Books, Development, Automation, API integrations, B2B sales, B2B marketing, B2B Retail Sales, Shopify, Business Processes, Business Planning, Business Coaching, Service-Disabled Veteran Owned Small Business certification, and Business Workflows Programs I assist others with: Zoho Books, Zoho CRM, Zoho Projects, Zoho Analytics, Zoho Campaigns, Zoho Forms, Zoho SalesIQ, Zoho CRM Plus, Zoho Creator, Zoho Marketing Hub, GSuite, Google Drive, Google Docs, Dropbox, RingCentral, MS Office, Zoho Mail, Zoho Workdrive, ShipStation, ISN, Zoho Flow, Zapier, Zoho Reports.
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    SEO Audit
    SaaS
    Business Coaching
    Shopify
    Zoho Recruit
    Zoho CRM
    API Development
    Data Migration
    Business Consulting
    Zoho Platform
    API Integration
    Lead Generation
    Zoho Books
    Zoho Analytics
    Zoho Projects
  • $65 hourly
    Ready to Transform Your Vision into Reality? As a trusted startup and business consultant, I bring over a decade of proven expertise in helping entrepreneurs and established businesses thrive. Whether you’re building from the ground up or scaling to new heights, I’ve guided over 250 entrepreneurs in 150+ industries across the globe. MY EXPERTISE AT A GLANCE: ★ Market Research & Feasibility Analysis: Actionable insights to validate and refine your business ideas. ★ Strategic Business Planning: End-to-end business plans, financial modeling, and investor-ready presentations. ★ Branding & Positioning: Unique strategies that make your brand stand out in competitive markets. ★ Go-to-Market Strategy: Execution plans tailored to target demographics, including customer journey optimization. ★ Startup MVP Development: From concepting to wireframing, ensuring your product meets market needs. HIGHLIGHTS OF SUCCESS: ★ $10M+ investor funding unlocked for various clients with market-ready business plans. ★ Led 250+ startups to success, including SaaS, tech, healthcare, and consumer brands. ★ Empowered WIN Energy Drink to refine its buyer personas, optimize feasibility studies, and craft an investor-winning pitch deck. ★ Partnered with LocalFarmOK to build a robust urban farm event business plan, attracting new markets and investors. Client Feedback Speaks Volumes “Her business plan and market insights transformed our pitch deck into a winning tool. Within months, we secured our first round of funding!” – Local Farm OK, Founder “Elissa's guidance on scaling our MVP saved us six months of trial and error. A game-changer for our operations.” – WIN Energy Drink, CEO WHY CHOOSE ME? ★ Deep understanding of startup challenges and innovative solutions. ★ Expertise in turning ideas into tangible business milestones. ★ Proven ability to drive long-term growth while mitigating risks. ★ Transparent, collaborative, and committed to your success. HOW CAN WE START? Book a free consultation call today to discuss your business goals. Together, let’s: ★ Solve your most pressing challenges. ★ Align your vision with a data-backed strategy. ★ Create results that make your startup thrive. Ready to elevate your business? Let’s start now.
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    Pitch Deck
    Competitor Research
    Consumer Profiling
    Consumer Research
    Industry & Competitor Analysis
    Marketing Strategy
    Marketing Management
    Strategic Plan
    Corporate Brand Identity
    Startup Consulting
    Business Consulting
    Business Analysis
    Product Development
    Research & Strategy
    Market Research
  • $69 hourly
    Hey, I'm Brandon. I've been delivering incredible results as an Expert WordPress & Shopify Developer, SEO Analyst/Auditor, and Marketing Specialist for 13+ years for my hundreds of clients, in different industry verticals such as E-Commerce, Real Estate, Health & Fitness, Fashion, Automotive, Software, and others. ✅ I have helped countless clients build and redesign their WordPress/Shopify or other sites coupled with SEO and Digital Marketing strategies to deliver maximum conversions and sustainable results - on time and on budget. ✅ Qualified credentials get my clients better outcomes. In 2013, I completed my Associate Degree in Computer Technology also with Certificates in Web Design/UX from Rio Salado College in Tempe, Arizona. With over a decade in this industry, I am able to take leadership in your project. ✅ Count on my years of experience troubleshooting with WordPress, Shopify, Magento, Joomla, Adobe, Microsoft, Client/Server Architectures, and Software development. I can code with HTML5, PHP, and CSS. I will leverage my thirst for cutting edge technology, trends and professional development processes for your immediate gain. Here are some things that I can do for you: ✅ Create or improve your website’s functionality to achieve your business goals ✅ Enhance performance and strategize for digital marketing ✅ Provide Maintenance and Cyber Security Support ✅ Plan and execute your Marketing campaigns ✅ Manage and provide content for your online accounts ✅ Analyze and improve your Ads stats for better conversion and web traffic Social Media Ads Expertise: ✅ Facebook Paid Ads ✅ Google Ads ✅ Instagram Ads ✅ Youtube Ads I won't let you down. Give me 15 minutes to discuss your project and see if we're a good fit. ;o) Talk to you soon. Brandon
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    Advertisement
    WordPress Development
    Website Redesign
    CMS Development
    Website Customization
    Website Security
    Business Consulting
    Adaptive Web Design
    Search Engine Optimization
    Sales & Marketing
    Video Advertising
    Social Media Marketing
    Social Media Marketing Strategy
    WordPress
  • $30 hourly
    ✅ Upwork Top-Rated PLUS Email Marketing Professional | 5,000+ Hours on Upwork 🏆 100% Job Success Score 💯 5 hours of response time with 100% Client Dedication! ⌚ Available 18 hours a day. ⭐ "Amazing work. Very reliable and quick. I will work with Ebunoluwa very soon for sure!" ⭐ "An excellent upworker. Great at written English. Quick turnaround and good quality work. Would recommend." Hey there! I'm Ebunoluwa Olaoluwa, your email marketing expert with a psychology twist. Ever wonder why people click, buy, or simply vanish into the inbox abyss? That's where my psychology background and 9+ years of email marketing experience come in. I craft email campaigns that resonate with your audience, driving results you can see. Here's what I can do to help you achieve your email marketing goals: - Strategy & Planning: Let's chat about your target audience, goals, and what success looks like for you. I'll develop a data-driven email marketing strategy that gets you there. - Compelling Content Creation: From subject lines that grab attention to email copy that speaks directly to your audience's needs, I'll craft emails that get opened, read, and acted upon. ✍️ - Beautiful Design: Design matters! I'll create visually appealing email templates that showcase your brand and make your message shine. ✨ - Segmentation & Targeting: Not all subscribers are created equal. I'll segment your list and personalize your emails to deliver the right message to the right person at the right time. ➡️ - Automation Magic: Want to save time and boost engagement? I'll set up automated email sequences that nurture leads and keep your brand top-of-mind. - Data Analysis & Optimization: Data is your friend! I'll track your campaign performance and use insights to continuously improve your open rates, click-through rates, and overall ROI. Basically, I'll take care of everything email marketing, so you can focus on running your business. Ready to turn your email list into a loyal following of engaged customers? Let's chat! I'm here to help you take your email marketing to the next level. ✉️
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    Editing & Proofreading
    Search Engine Optimization
    Newsletter Writing
    Writing
    SEO Writing
    Business Consulting
    Email Marketing
    Mailchimp
    Klaviyo
    Marketing Automation
    Copywriting
  • $125 hourly
    Streamlining Your Business can be a game-changer for your business when it comes to automating your workflows. By optimizing, integrating, or even developing business applications from scratch, automating workflows can save countless hours of manual work, increase efficiency, maximize productivity and profitability. Your business applications can communicate with one another, eliminating the need for manual data entry and reducing errors. Integration will allow you to automate tedious tasks and free up valuable time for more strategic work. Don't let inefficient workflows hold your business back. Take advantage of the power of automating your business workflows. And I can start immediately on your project. ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ My Professional Experience Includes ✅ Streamlining existing or new workflow automations ✅ Gathering insights into business operations ✅ Specialized reporting and business analytics ✅ Fast and effective project turnarounds ✅ Effective and clear communication Technical Stack (but not limited to) ✅ Accounting: Quickbooks ✅ Campaign Management: Reply.io, Email scrubbing ✅ CRMs: Insightly, Hubspot, Airtable ✅ Database – Airtable, Access ✅ Document Management: PandaDocs ✅ eCommerce: Shopify, WooCommerce ✅ Google Suite ✅ Microsoft Office ✅ No Code and API development: Zapier, Custom Scripts ✅ Productivity Tools: Calendly, Ring Central, Twilio, Zapier ✅ Project Management: Airtable, Asana, ClickUp, Monday.com Industry Niches (but not limited to) ✅ Accounting ✅ Business Services and Consulting ✅ Lead Generation and Campaign Management ✅ Coaching ✅ Construction ✅ Data Cleanup and Migration ✅ eCommerce ✅ Event Management ✅ Health Care ✅ Insurance ✅ Marketing Agency ✅ Real Estate and Lending ✅ Sales & Marketing ... It all starts with a conversation ...
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    CRM Automation
    CRM Software
    Software Design
    Software Consultation
    Reply.io
    Marketing Operations & Workflow
    Airtable
    Project Plans
    Intuit QuickBooks
    Project Management
    Business Consulting
    Business Process Automation
    Insightly
    Zapier
    Marketing Automation
  • $75 hourly
    Charismatic event management leader and planner with eleven years’ experience managing 1200+ events for distinctive global clients. Leader with contagious enthusiasm adept at inspiring and motivating diverse teams of planners, operations and delivery staff, vendors, and contractors to cohesively deliver superior results. Masterful at surpassing client expectations through strategic engagement, acute attention to detail and keeping abreast of client business developments and industry trends. A consummate professional obsessed with providing “white-glove” service in alignment with the organization’s culture, mission, and vision. Passionately committed to protecting the brand through structured policy development, strategic communications, proactive on-boarding and training of global meeting planners, risk mitigation/management, and high-scale budget management.
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    Business Consulting
    Training & Development
    Project Timelines
    Contract Negotiation
    Vendor Management
    Event Management
    Event Planning
    Project Risk Management
    Zoom Video Conferencing
  • $30 hourly
    With over 6+ years of expertise in company strategies, I have helped numerous clients worldwide in a wide range of industries by crafting more than 250+ business plans. My passion lies in transforming company concepts into polished, investor-ready business plans that encompass all essential chapters, financial statements, and comprehensive financial assessments. Throughout my journey, I have fostered a commitment to continuous improvement, actively seeking constructive feedback and dedicating unwavering effort to refine my skills. By focusing on one project at a time and consistently striving to surpass clients' expectations, I have successfully expanded my client base and earned their trust. My specialization lies in several key areas: ✅ Drafting comprehensive business plans tailored for start-up companies, providing a solid foundation for their growth and success. ✅ Assisting with loan applications to secure funding, ensuring that clients present compelling cases to potential investors or financial institutions. ✅ Crafting business plans specifically designed for visa applications (L1, L2, E1, E2, EB2-NIW, etc.), helping individuals navigate the intricate requirements and showcase their business ideas effectively. My services extend beyond business plan writing and include: ✅ Business consulting and developing persuasive pitch decks, enabling clients to effectively communicate their vision and strategies to stakeholders. ✅ Crafting impactful cover letters that highlight the strengths and unique aspects of a business proposal, making a compelling case to potential investors or partners. ✅ Conducting thorough financial evaluations, analyzing key metrics, and providing insights to help clients make informed decisions. ✅ Conducting an in-depth analysis of market competitors, allowing clients to identify their strengths, weaknesses, and opportunities for differentiation. I am dedicated to delivering high-quality services that cater to your specific needs, providing you with the tools and expertise necessary to succeed in the competitive business landscape. Together, let's bring your entrepreneurial vision to life and achieve remarkable results.
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    Real Estate
    Financial Analysis
    Business Plan
    Business Development
    Business Strategy
    Business Proposal Writing
    Pitch Deck
    Business Consulting
    Competitor Research
    Market Trends
    Market Analysis
    Competitive Analysis
    Presentations
  • $95 hourly
    I help healthcare organizations navigate complex licensing, compliance, and operational challenges with tailored solutions designed for success. As the Founder and Principal Consultant of CHCS Group, I bring over a decade of hands-on experience in regulatory compliance, policy development, and healthcare management. My mission is to simplify processes, optimize operations, and ensure clients achieve their goals efficiently. What I Offer: • Licensing and Compliance: Expertise in state-specific healthcare facility licensing, Medicaid/Medicare provider enrollment, and Joint Commission accreditation readiness. • Policy and Procedure Manuals: Comprehensive and customizable manuals tailored to state and federal requirements. • Interim Leadership: Experienced RN consultants and administrators to seamlessly fill critical roles. • Strategic Planning & Market Research: Data-driven insights and actionable plans for healthcare startups and established businesses. With an MBA in Complex Health Systems and a proven track record of delivering results, I’m dedicated to helping organizations thrive in the dynamic healthcare industry. Why Clients Choose Me • Proven Expertise: Successfully guided 50+ organizations through healthcare facility licensing, accreditation, and compliance challenges. • Tailored Solutions: Custom healthcare policy manuals, state-specific licensing support, and personalized guidance for unique needs. • Reliable Results: Achieved 100% accreditation readiness for Joint Commission surveys and secured licensing for healthcare startups across multiple states. Services • Healthcare Facility Licensure • Medicaid/Medicare Provider Enrollment • Policy and Procedure Development • Joint Commission and CARF Accreditation Survey Readiness • Interim Leadership Solutions • Business Plans and Market Research • Public Need Assessment & Rebuttal Reports for NY LHCSA Applications Ready to simplify compliance, licensing, and operations? Let’s discuss how I can help your organization succeed. Contact me today to get started!
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    Licensing
    Policy Writing
    Business Plan Writing
    Business Plan
    Management Consulting
    Startup Consulting
    Business Consulting
    Compliance
    Business Operations
    Healthcare Management
  • $100 hourly
    ⭐⭐⭐⭐⭐I work with entrepreneurs to: 1. Solve their most critical problems, 2. Create and deliver value. An accomplished MBA, I am the principal consultant of a management consulting practice with over a decade of experience working with SME's on competitive business intelligence and strategy development. I offer consulting services that will support your business to thrive. My expertise includes: ✔Business plans ✔Market research (including feasibility reports) ✔Financial planning and forecasts ✔Risk analysis ✔Strategic design, development and execution ✔Governance ✔Sustainability ✔People Management My Background ✔ Over a decade working with SME’s in idea, start-up and growth phase ✔ Strong background managing teams of 100+ across multiple locations ✔ Experience in many areas of business, including but not limited to Process Improvement, HR, Procurement and Supply Chain Development, Marketing & Promotions, New Product Development (NPD), Category Management, Restructures, Customer Experience and Project Management. My Qualifications ✔ Bachelors Degree: Business Management ✔ Masters Degree: Business Administration (MBA) honours ✔ Graduate of the Australian Institute of Company Directors ✔ Member of the Chartered Institute of Procurement and Supply Chain CIPS ✔ Certificate I, II, III & IV in Retail Operations ✔ Certificate III in Information Technology How I Can Help * Ideas Phase: If you have an idea but aren’t sure where to start, I’m here for advice. I can help with your market research and designing your business model as well as integrating your objectives/mission with market gaps. I can also build your business plan inclusive of market analysis and financials, as well as a pitch deck for raising capital. * Pre-Launch Phase: If you have already got some information together and need some help refining your business model, business plan, devising your Go-To-Market Strategy or other advice, I can consult. * Start-Up Phase: If you’ve already launched and are looking to develop systems/structures/processes to ensure the business and employees are working towards goal attainment and achieving the strategic vision, I can help. I can create dashboards to capture how your organisation is progressing using the Balanced Scorecard approach to set out SMART goals and appropriate KPI’s. We can also review your 2- and 5-year plan to consider milestones. * Growth/Change Phase: If you are looking to take your business to the next level, diversify your offering, enter new markets or re-structure I can consult on all of this, including new market research, risk assessments and new business plans. * Learning: If you prefer a coaching/mentoring relationship so you can navigate these processes with guidance to build on your business skills for the future, or just require the support to move forward from wherever you are - I can coach you. You can expect an honest and transparent approach when working with me, I am reliable and a collaborator, taking into consideration your feedback and organisations requirements. My goal is to provide you with what you need to create and sustain your competitive edge, make evidenced-based decisions from sound market analysis, follow your road-map to success and feel supported throughout your process. **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
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    Business Writing
    Entrepreneurship
    Management Consulting
    Business Consulting
    Business Development
    Business Coaching
    Strategic Plan
    Financial Modeling
    Startup Consulting
    Financial Analysis
    Business Plan
    Market Analysis
  • $50 hourly
    Tax season is approaching. Don't wait until the last minute and find yourself with a mess on your hands and scrambling to find a bookkeeper/ Tax Preparer who can catch you up! Email Me Now! Are you a business owner who is tired of - doing your own bookkeeping? - unreliable bookkeeper? - surprise bills from bookkeepers that charge by the hour? -Need tax services -have past due tax filing obligations If you're ready to have a clear view of your financials without the hassle, I have a solution for you. Please message me for details! Want to know more about who we are and how we can help you? Read on. Do you have some good practices here and there but find yourself in need of a bookkeeping and accounting system that will allow you to scale? This is the reality for everyone thrust into freelancing & entrepreneurship by their big dreams, careers, goals, aspirations. Are you ready to think about scale? It would help if you had more than a bookkeeper or an accounting firm. You need someone to partner with you to help you grow your business. Hi! I'm Nonso with K & K Tax Consulting, and we help owners find time freedom in their businesses by - doing the bookkeeping that the owner should NOT be doing in the first place. - customizing a clear plan for reaching your financial goals! - helping with tax planning for your business and personal needs to avoid tax penalties and late filings -helping with tax preparation and other tax services -helping with business incorporation If you're an owner that's in business to make a profit and you're ready to have a clear view of your finances, I have a solution for you. Email Me. Bookkeeping services provided: - company file set up - recording expenses & revenue - reconciling bank & credit card accounts - recording journal entries (Yes! We handle cryptocurrency!) - processing A/P, A/R, sales & loans - profit first methodology - payroll processing - catch up work for all of the above -clean-up of books Tax Return Services provided: - 1120C, 1120S, 1040, 1041, 709, etc. ( I will prepare you tax work papers and prepare your returns) - EIN Application - apply for you to get your S-Election - multi-state returns - offer in comprise Accounting services provided: - preparation & review of P/L, balance sheet, G/L & other financial reports - modeling (historical or future-oriented representation of your business financials) - budgeting (plan for your business's financial future based on where you want to go) - A highly skilled tax accountant with Top-notch QuickBooks and cloud accounting skills. Remote processing of accounting functions. Expertise in most tax software packages. Experienced in Corporate environment and Public Accounting. Intuitive, Efficient, and Professional. Tech Expertise - QuickBooks Desktop - QuickBooks Online - Quickens - Shopify - WooCommerce - PayPal - Braintree - Excel + The Entire Microsoft Office Suite - Google Docs + Google Drive - Caseware -CCH Axcess -ProConnect -Lacerte -ProSystems -Turbotax - Dropbox Data Entry Services Provided I am a Data entry professional with excellent communication and time management skills. I have over ten years of customer service and administrative experience. I offer data entry, proofreading, copy editing, copy and paste, email/inbox management, data collection, and pdf to word/excel conversion services. I have the following skills: 1. strong multi-tasking and organizational skills, 2. attention to detail 3. Typing speed of 50 wpm. I know how to use Microsoft Word, Excel, Google sheets to update client information. I am reliable, quick to learn, and I will perform your job very efficiently, with speed and accuracy. ACCURATE. PROFESSIONAL. THOROUGH.
    vsuc_fltilesrefresh_TrophyIcon Consulting
    Limited Liability Company
    Business Management
    IRS Income Tax Audits
    Corporate Tax
    IRS Resolution
    Bookkeeping
    Business Consulting
    Intuit QuickBooks
    Tax Preparation
    Tax Law
    Tax Return
    Tax Planning & Advisory
  • $175 hourly
    Hi, I’m Warren, I am an Executive Coach and Business Mentor specializing in helping entrepreneurs and leaders unlock their full potential. Through my coaching, clients experience significant personal and business performance growth, resulting in high revenue growth, increased clarity of direction, and stronger leadership capabilities. What My Clients Achieve: • Clarity on vision, goals, and strategic direction • Accelerated business growth and faster execution of plans • Increased confidence in achieving ambitious targets • Enhanced leadership and decision-making skills through personalized coaching What I Bring to the Table: • Accountability Partner: I ensure my clients stay on track with their goals. • Proven Senior Leader and Mentor: Extensive experience in high-stakes corporate and startup environments. • Productivity and Performance Specialist: Expertise in the GTD (Getting Things Done) methodology for optimized productivity. Areas of Expertise: • Executive & Leadership Coaching: ICF-certified coaching to help leaders reach new heights. • Business Mentorship: Specializing in Retail, Property, Startups, and Technology. • Go-To-Market (GTM) Strategy: Crafting and executing strategic GTM plans. • Productivity Coaching: Leveraging GTD methods for peak personal and professional performance. Career Highlights: • Led a Managed Services Organization for a Global IT Services company, focusing on scaling and operational excellence. • General Manager responsible for launching and expanding new business areas. • Co-Founder of three UK-based businesses in Property, Retail, and Consultancy. • Successfully raised over £300k on Seedrs for a retail business, scaling it from £0 to over £1m in revenue within two years. • Extensive experience in GTM planning, strategic development, and execution. • Mentorship roles with Virgin StartUp, Henley Business School, and TechStars Global Mentor. Industry Experience: With a diverse background across IT Services, Government, Startups, Travel, Retail, Consultancy, and Property, I bring a unique perspective to each client engagement. My industry insights allow me to tailor strategies that resonate in today’s complex business landscape. In an ever-evolving business environment, traditional education only gets you so far. My mission is to support your journey by unlocking new clarity, growth, and performance levels. If you’re ready to elevate your leadership and business to the next level, let’s start with an initial consultation to discuss how to partner to achieve your goals. “Knowing yourself is the beginning of all wisdom.” - Aristotle
    vsuc_fltilesrefresh_TrophyIcon Consulting
    Market Planning
    Coaching Session
    Marketing
    Sales Leadership
    Coaching
    Leadership Training
    Leadership Skills
    Business Consulting
    Life Coaching
    Career Coaching
    Leadership Development
    Business Planning & Strategy
    Leadership Coaching
    Business Coaching
    Executive Coaching
  • $240 hourly
    EXPERT AIRBNB ADVICE FOR A MATURING MARKETPLACE ⭐ Airbnb is now an industry where experience matters. I'll give you a high-earning 5-star Airbnb, or help you plan an exit strategy. Message me to learn how I can help, or keep reading for more details.⭐ I am an Airbnb expert (host and consultant) with more than 5,000 Airbnb Reviews and a 4.95 Star average. My clients beat averages for occupancy and earnings - I know what it takes to make your property succeed. Let's boost your bookings and revenue together! 🌐 **Are you seeing a drop in bookings?** You're not alone. The Airbnb market is packed with new listings while the economy is uncertain. I can help optimize your listings to outshine the competition. Not sure if vacation rentals still make sense? I can forecast your earnings and help you plan an exit strategy if needed. 💰 Budget-Conscious Options for Existing Listings 1️⃣ Consulting Calls ($180/hour): You'll get targeted advice on how to get more bookings. *(1 hour)* 2️⃣ Pricing Analysis ($360-540): Gain a competitive pricing strategy with a detailed spreadsheet with data from your market. 3️⃣ Intensive Listing Checkup ($500): I'll analyze your listing and give you a detailed list of action items to increase bookings and earnings. 4️⃣ Strategy Report ($995): I'll create a comprehensive report for how to improve near-term earnings and long-term SEO strategies (this module combines #2 Pricing Analysis and #3 Intensive Listing Checkup). 🚀 For New Listings 🎨 Listing Setup: Do it right the first time to start earning fast (includes content strategy, listing fields content, pricing research, and SEO optimization) 💼 The Result: A fully optimized, guest-ready Airbnb listing! 💵 The Cost: Most clients spend between 3-7 nights of rental income ($750-$1,500) for an expertly optimized Airbnb listing; always think of ROI this way with Airbnb expenses (not sure why? Let's do a call). 🔧 Additional Services 📜 Guest Message Templates: Unhappy with AI or Co-Host messaging? Save time, improve listing visibility and get better reviews with personalized message templates; $360-$720 depending on research needs. 🔍 Financial Analysis: Understand the financial dynamics of your listing, including realistic potential earnings - don't lose out by believing the estimates you get from tech companies (2-3hrs). 💼 Enterprise Consulting: From managing employees to leveraging automation services, I'll help you run your Airbnb business with lower stress and higher earnings. ❤️ No other pros have my understanding of Airbnb and STR software, and I'll help you unlock the true potential of your property. Not sure where to start? Send me a message and I'll be happy to help. I'm excited to work with you! Sarah
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    Space Planning
    Price Optimization
    Communications
    Hospitality
    Hospitality & Tourism
    Strategic Plan
    Travel Planning
    Business Consulting
    Process Improvement
    Content Writing
  • $40 hourly
    I'm Sadiq. I have worked in the fields of business writing and financial consulting for the last ten years. The success of any business starts with a business plan. I'm committed to my client's business growth and expansion through a series of well-written and custom-designed business plans that suit your business goals and objectives. Why should you hire me? I have years of experience in business consulting and business plan writing, with over 500 successfully completed online and offline projects. I have worked with over 200 startups, and my business plan has raised over $500 million in capital funding from banks, investors, and money lenders. I have also helped clients take their business to new heights by optimizing the strategy, researching and analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. Organizations I have developed business plans for are:  Restaurants  Automotive  Food Trucks  Cannabis  Catering  Small Farms  Non-profit Firms  Retail Brands  Food and Beverage  Online Platforms  Fitness and Nutrition  Real Estate  Trucking Companies Even if your business isn't on this list, I've probably written business plans for it. The completed business plan will include, but not limited to: • Executive Summary • Company Overview and Description • Mission and Vision Statement • Goals and Objectives • Company's Milestone and Metric Analysis • Products and Services • Industry Analysis • Market Trend • Economic Relevance and Analysis • Market Analysis Summary • Competitive Edge and Analysis • Strategy and Implementation • Marketing Plan • Target Market Segment Strategy • SWOT Analysis • Important Charts and Graphs • 3-5 years financial analysis & forecasts Here's what you'll receive: *Business plan delivered in PDF and Word format, including current market analysis, all research, financial spreadsheets, graphs, charts, tables, and visuals *Revisions of business plan after reviewing until satisfaction (within reason) *Consultation during and after the project to assist with funding and implementation One of my delighted clients, whose firm was funded due to the business plan and financial analysis I developed for them, is a testimony to my capacity, experience, commitment, and great knowledge. Here's what they said: “We are a young organization with a lot of potential, good energy, and faith in our vision. However, we have already been turned down by four banks due to a lack of a credible business plan. We were determined not to give up, so we went back to the drawing board and discovered that we needed a successful startup business plan. We concluded after studying Sadiq's proposal that he was the most competent professional to assist us, and we are pleased we chose him. His prices are ideal for small business owners; the quality is better than those charging $3,000, and his willingness to assist is absolutely amazing. You should give this person a chance if you need someone who will appreciate and work hard for each dollar you offer. Sadiq will definitely assist us with more writing jobs in the future. He comes highly recommended by me! " I know exactly what language investors, banks, and the Small Business Administration (SBA) want to hear and read, and I know how to put together a winning business plan. Some of my testimonials on Upwork: - Sadiq succeeded above and beyond my expectations. He took a messy, half-completed business plan and converted it into a gleaming 40-page document with a professional tone, images, lists, and pretty much everything I could want in a business plan! Thank you, Sadiq; I would definitely recommend your work. -I can't express my gratitude to Sadiq enough for his efforts." Sadiq was the definition of professionalism, devotion, and trustworthiness from the start of our project relationship. His continuous communication, honesty in comments, flexibility, and tolerance-even with last-minute modifications and demands-all contributed to the project's success. You've come to the right place if you're looking for a business advisor to help you grow your company. Contact me right away to discuss how we can take your company to the next level. Are you willing to give me a chance? Please let me know how I can help. I can complete the job on time. I like what I do, and I'm pleased that my clients have had such great success. I look forward to working with you. 10% Discount for US military veterans, active service members, first responders, and founders with full-sleeve tattoos. Does that sound like a good fit? Click the green "Invite to Job" button in the top right-hand corner and write me a personalized note, including why you think I am a good fit to work together. Quick response & comprehensive communication: I ensure prompt replies to all messages sent by a client to me and ensure that all communication lines are truly open to potential clients.....
    vsuc_fltilesrefresh_TrophyIcon Consulting
    Pitch Deck
    Presentation Design
    Financial Modeling
    Small Business Administration
    Marketing Strategy
    Market Research
    Business Writing
    Business Consulting
    Business Proposal Writing
    Business Planning & Strategy
    Business Plan Writing
    Proposal Writing
    Executive Summary
    Business Strategy
    Business Plan
  • $135 hourly
    I am a former Finance Manager (14 Years) who has created P&L Models for Fortune 500 and start-up companies, forecasted sales for GSK Consumer more accurately than the Walmart dedicated sales team, and analyzed cost variances on over $300M in annual purchases. I've created forecast models for one of the world's largest nonprofits to help make informed decisions. I am also an Excel Macro Guru (VBA & TypeScript) (20+ years). I love data analysis I have a passion for making things "just work" whether it is beautiful executive dashboards or automating time-consuming/error-prone processes. - A business and finance manager/analyst that can program - hard to find someone who does both sides exceptionally. I build Executive Dashboards so CEOs can quickly understand and can automate the entire data stream. - Expert in automating QuickBooks output to Excel Pivot Tables and Dashboards - Dashboards, Scorecards, and Executive Summaries - Automation: Using VBA macros, Power Query, Pivot Tables, and advanced lookups/formulas - Simplifying Advanced calculations and Pivot Tables. - Nielsen reporting and analysis (GPG/OTC/Consumer Healthcare/Seafood/Meat/Snacks & More) - Financial Reporting/analysis. - Processing, manipulating, and analyzing large sets of data. - Breaking/Removing passwords on sheets - Any password, Any version of Excel. - Formatting: Making things look good while guiding the user to the important data points. - Optimizing files for size and speed - Taking files from 5 Minutes to under 1 second calc time. - Using the simplest solution possible - make it faster, easier to understand, and easier to modify if needed. - Almost anything else: If you can dream it, I can do it. Recently quoted in Forbes Magazine in an article on Akkio’s Conversational AI. Excel Certifications (LinkedIn) · Cert Prep: Excel Microsoft Office Expert (77-728) · Cert Prep: Excel Microsoft Office Specialist (77-727) · Master Excel · Excel Power Query Get Transform · Excel: Advanced Formulas and Functions · Excel: Advanced Formatting Techniques · Excel: Managing and Analyzing Data · Excel: Pivot Tables in Depth · Creating Interactive Dashboards in Excel · Excel Business Intelligence: Power Query · Excel Business Intelligence: Data Modeling 101 · Excel Business Intelligence: Power Pivot and DAX Past projects include: Automation: I have programmed Access and Excel applications and automated many processes: - Pulling Nielsen NITRO data through Excel can take a long time; open files, refresh data, save, close, repeat. I wrote a VBA macro for running entire directories - push 1 button, and you can literally walk away - dozens (or even hundreds) of reports update to the latest data with no intervention. - I wrote a UPC utility in VBA for adding/stripping UPC digits that is in use over a decade later at a $37B drug company - One morning, I was given the task of comparing 12 sets of sheets from 2 separate sources, the person who used to do it took 3 days spot-checking the files, by hand. Before lunch, I had written, tested, and debugged VBA code that compares any 2 Excel sheets and had compared every single cell, on all 12 sets, for any differences - color-coded by how large the variance. Models/Analysis: I have created dozens of financial models in Excel, examples include: - The full P&L forecasting model that has been used by Star-Kist since 2008 ($900M+ in sales) - 152 Sheets, 3.7M formulas, Calculates in 15 seconds - Building from bottom-up and allocating OH costs down to the SKU and Channel for every P&L line item. - Fish cost forecasting model that takes projected fish costs and forecasts amortization down to finished goods SKU level by month. - Build/Burn analysis model that takes all products shipped vs Nielsen and retailer POS to project inventory movement by customer. - Weekly retail (POS) consumption application and analytical tools that consolidated Nielsen Data, Walmart (when Walmart was not reporting into Nielsen) Club, C-Store, Dollar store, etc, and gave a 98%+ complete view of all consumption. Formatting Charts and Data: I have created scorecards and dashboards that not only look nice but convey important information in the most understandable way. For example, New Item Scorecards that are color-coordinated with the products - Blue Themed for Wild Planet Tuna, Green/Black themed for Wild Selections Tuna, so users can quickly find the correct report in a stack of dozens of reports and each chart in the report is displayed in the best format for that data. Optimizing: I also optimize Excel files for speed and size and have taken files in the 5MB range and reduced to 0.5MB range with no loss of data or functionality, and have optimized files that take over 5 minutes to calculate and reduced that to under 1 second with no loss of data or functionality. I use proprietary software to test calculation speeds (formulas and VBA) to make sure your workbooks run as fast as possible.
    vsuc_fltilesrefresh_TrophyIcon Consulting
    Data Visualization
    Data Engineering
    Data Extraction
    Data Analytics
    Spreadsheet Automation
    Visual Basic for Applications
    Macro Programming
    Microsoft Excel
    Data Mining
    Data Processing
    Business Consulting
    Financial Modeling
    Financial Reporting
    Financial Analysis
    Business Analysis
  • $89 hourly
    Hi there! My name is Mouaad and I am a presentation designer and pitch deck specialist. I create engaging and high quality visuals for your presentations to help you communicate more persuasively, make the right impact on your audience and empower your ideas. Using my mastery in PowerPoint, i m offering professional presentations, to visualize your brilliant ideas and good work with a simple and clean design, fully customized to your style. I am also using my skills as Engineer and project management specialist together with my experience in building pitch decks, to assist you in developing a persuasive pitch deck that will enable fund raising from investors. I have over 10 years of experience and I do care about delivering high quality service, given that I am also a quality assurance expert, so I am combining my diverse skill to delight my customers.... Looking forward to working with you...
    vsuc_fltilesrefresh_TrophyIcon Consulting
    Presentations
    Management Consulting
    Business Consulting
    Pitchbook
    Presentation Design
    Microsoft PowerPoint
    Sales Presentation
    Google Slides
  • $95 hourly
    🟢 𝗥𝗮𝗻𝗸𝗲𝗱 𝗮 𝗧𝗼𝗽 𝟭𝟬 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁 𝗮𝗻𝗱 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗧𝗼𝗽 𝟭% 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸! As your trusted partner, I'll help your business grow with 𝗰𝗹𝗲𝗮𝗿, 𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗯𝗹𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀. I’m an expert in Financial Modeling and Business Strategies, with experience at 𝗗𝗲𝗹𝗼𝗶𝘁𝘁𝗲 & 𝗣𝘄𝗖 🟢 I focus on exploring and specializing in AI Agents, with an emphasis on their deployment to help enterprises test new scenarios in highly unpredictable real-world environments. 🗨️ “Exceptional as always, this is my 5th or 6th project with Gabriel and each one has been a smooth and efficient process with no delays. Have already engaged with him for another contract.” – 𝗟𝘂𝗸𝗲 𝗗𝗲𝗮𝘀𝘆 𝗪𝗵𝘆 𝗖𝗵𝗼𝗼𝘀𝗲 𝗠𝗲❓ When you work with me, you can relax, knowing your project will be delivered at a high quality, on time and within budget. I've worked with small businesses, medium-sized companies, and corporations. 🥇 𝗘𝘅𝗽𝗲𝗿𝘁-𝗩𝗲𝘁𝘁𝗲𝗱 and 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗟𝗨𝗦 on Upwork 🌐 Experience in 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 and 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 departments at 𝗗𝗲𝗹𝗼𝗶𝘁𝘁𝗲 and 𝗣𝘄𝗖 🎓 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿 & 𝗠𝗮𝘀𝘁𝗲𝗿 𝗶𝗻 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 🟡 Founder of Simion Advisory Partners 🚀 Founder of two tech startups, received grants and had one exit 💡 Nanodegrees in AI, Machine Learning, and Business Analytics 🎯 Worked across diverse sectors: Energy, Finance, SaaS, Artificial Intelligence, Crypto, Agriculture, Real Estate, Health, Constructions, Retail, Consumer Goods, Utilities, and more. 🔋 Former CEO of the largest professional NGO in the energy industry in Romania 🗨️ “I can't wait to work with him again! He's a highly skilled and multi-faceted collaborator who's determined to help you cross the finish line.” – 𝗗𝗶𝘅𝗶𝗲 𝗛𝗶𝗰𝗸𝗺𝗮𝗻 𝗠𝗬 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘 🤖 Working with 5+ platforms for Enterprise-grade AI Agents 💵 Built 100+ advanced financial models based on the Wassily Leontief’s Nobel-winning ideas 📈 Over 500 satisfied consulting clients 📊 Developed 200+ pitch decks across various industries Created 200+ teasers, memorandums, market studies, and process optimizations 📚 Authored comprehensive business documents, including investment teasers and market studies 🗨️ “Gabriel is extremely professional and completed the financial model on time. In addition to producing an excellent finished product he gives great advice, implementing things that we didn't think of.” – 𝗔𝗻𝗱𝘆 𝗔𝗷𝗮𝘆𝗶 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 🤖 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀 𝗗𝗲𝗽𝗹𝗼𝘆𝗺𝗲𝗻𝘁 for testing Real-World Complex Scenarios NVIDIA Omniverse; Unity ML-Agents; Simudyne; AnyLogic; Gama Platform; Minecraft + Modding (ex.: Forge, Fabric, Spigot); Roblox; Second Life; VRChat; Garry's Mod; OpenSimulator (OpenSim); Eco (Strange Loop Games) 📊 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 & 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 Custom financial models Investment memorandums Company valuations 📈 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 Competitive analysis Business development strategies Operational optimization 💼 𝗚𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁𝗮𝗹 𝗚𝗿𝗮𝗻𝘁𝘀 Obtaining governmental grants Grant application writing Funding strategies 🔋 𝗘𝗻𝗲𝗿𝗴𝘆 𝗦𝗲𝗰𝘁𝗼𝗿 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 Renewable energy projects Energy market analysis Sustainable energy strategies 📝 𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗪𝗿𝗶𝘁𝗶𝗻𝗴 & 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗗𝗲𝘀𝗶𝗴𝗻 Business plans & pitches High-impact presentations Whitepapers and reports 🌐 𝗕𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻 & 𝗠𝗲𝘁𝗮𝘃𝗲𝗿𝘀𝗲 NFT project strategy & implementation Hedera Hashgraph & HBAR technologies 3D Metaverse development 🎯 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 & 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 Industry trends and opportunities Go-to-market strategies Macro-economic analyses 🗨️ "Gabriel's work on our investment memorandum was exceptional. He understood our needs, was responsive, and delivered high-quality work within a tight timeline. We couldn't be happier!" – 𝗝𝗮𝗺𝗲𝘀 𝗦𝗺𝗶𝘁𝗵 💡 𝗗𝗼 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗮𝗻𝘆 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀❓ Message me. I don’t bite. 🚀
    vsuc_fltilesrefresh_TrophyIcon Consulting
    AI Compliance
    AI Governance
    AI Policy
    AI Consulting
    AI Agent Development
    Microsoft PowerPoint
    Business Planning & Strategy
    Business Presentation
    Business Consulting
    Microsoft Excel
    Business Plan
    Business Analysis
    Financial Analysis
    Management Consulting
    Financial Modeling
  • $30 hourly
    "I offer a FREE LIFETIME GUARANTEE & FREE TECHNICAL SUPPORT for all my work" .. I am Excel, Power BI, SQL, Power Query, DAX, Power Pivot, M Language and VBA expert with more than 10 years of experience, ~500 Jobs on Upwork with a 100% Success Score and a Top Rated Plus Badge! .. My academic journey includes an MBA "Master of Business Administration", an engineering bachelor’s degree from Loughborough University, UK, and a PMP Diploma, equipping me with a robust foundation to innovate and excel. .. Engaging my services guarantees access to my reservoir of creativity and unconventional solutions. My proficiency ensures expedited delivery of: 1. Customized interactive dashboards that summarize your data, revealing pivotal insights, trends, and performance metrics. These dashboards are enhanced with intuitive slicers, filters and timelines to easily filter the whole dashboard using different criteria(s) and date range(s). The dashboard will contain time intelligence analysis such as MTD, YTD, MoM% change, YoY% change, Actual Vs Budget “if applicable” and many other advanced calculations 2. A suite of KPIs and insights, including but not limited to: 2.1 Acquisition metrics for new customers 2.2 Customer attrition rates 2.3 Turnover rates 2.4 Revenue impacts of customer churn 2.5 Longitudinal customer value assessments 2.6 Monetary customer lifetime value 2.7 Cohort analysis 3. Robust financial models, proformas, and comprehensive financial assessments. 4. Predictive forecasting models to anticipate future trends. 5. Scenario analysis through ‘What If’ explorations, gauging the impact of variable adjustments. 6. In-depth statistical evaluations using Excel such as encompassing regression, P-Value analyses, and more. 7. Experience in training and mentoring teams on best practices in data analysis tools, fostering a culture of continuous learning and improvement. 8. Adept at creating dynamic simulation models to predict outcomes under different operational scenarios, aiding in risk assessment and management. --- This summary is just a brief of what I can do and my capabilities. There’s a whole lot more for you to find out with a vast expanse of skills awaiting your discovery!
    vsuc_fltilesrefresh_TrophyIcon Consulting
    Microsoft Power BI Development
    Power Query
    Microsoft Excel PowerPivot
    Looker Studio
    Microsoft Word
    Excel Macros
    Business Analysis
    Survey Data Analysis
    Analytics Dashboard
    Microsoft Power BI Data Visualization
    Microsoft Excel
    Data Analytics
    Data Visualization
    Data Analysis
    Microsoft Power BI
  • $80 hourly
    I specialize in immigration business plans for United States and Canada, including L-1, E-2, EB-5, EB-1 for US applications as well as Owner/Operator LMIA, BC and Ontario PNP, C-11, NAFTA Investor and Start-up Visa for Canada. I have provided corporate and marketing strategy consulting for SMEs and large enterprises. My portfolio of clients include technology entrepreneurs, SMEs, international corporations and non-profit organizations. I have over 14 years of experience in business plan development and have assisted more than 1,250 companies in developing winning business plans. I have a Bachelor degree in Engineering and MBA Finance that further round out my qualifications and provide my clients with a comprehensive strategy for their businesses.
    vsuc_fltilesrefresh_TrophyIcon Consulting
    White Paper Writing
    Business Consulting
    Business Writing
    Grant Writing
    Project Management
    Business Plan
  • $150 hourly
    Experienced MSP ConnectWise Consultant. Assisting with MSP Systems (ConnectWise, BrightGauge, IT Glue, etc) & MSP Processes. Specialising in helping MSPs improve their IT systems and processes, allowing them to get the best value from their investments, specialising in ConnectWise Manage / PSA, and other MSP systems. - 10 years experience working with MSP systems including ConnectWise Manage / PSA, ConnectWise Automate, ConnectWise RMM, Asio, IT Glue, BrightGauge and DeskDirector - 15 years experience working in Managed Services Provider (MSP) environments - Over 20 years experience working in IT - Microsoft Certified - ConnectWise Certified - ITIL v4 Certified I am a successful Service Desk Manager for a UK based MSP IT company leading a large Helpdesk and Engineering Service Delivery team. I love to use technology and tools to help deliver high quality service and assist both clients and users. I specialise in MSP systems, and have helped multiple companies advance their systems and help improve their processes and automation within their business. I have been part of multiple projects involving implementing tools to improve the support experience for clients. Experience in the following: ConnectWise Manage / PSA ConnectWise RMM ConnectWise Automate ConnectWise Asio BrightGauge IT Glue Desk DIrector MSP Consultancy Process Design Automation ITIL v4
    vsuc_fltilesrefresh_TrophyIcon Consulting
    Report
    IT Service Management
    ConnectWise Automate
    Technical Support
    Managed Services
    Helpdesk
    Ticketing System
    Business Consulting
    System Administration
    System Monitoring
    Microsoft Active Directory
    Windows Server
    Office 365
  • $181 hourly
    Are you an entrepreneur that wants to take it to the next level? 100% of my coaching clients have shared they are more clear, inspired and energized after working with me. Let me help you find your mojo! I am a Top Rated Plus Business Coach on Upwork with 100% satisfaction score, contact me today! ⚡︎I can help you if you are struggling with these challenges: ● "I have no idea on how to get started with my startup" ● "Life has been chaotic and I need to get clear on my direction " ● "I don't have the energy or motivation right now to grow my business" ● "I want to get to the next level and I am not sure how to get there" ● "I'm starting a new chapter in my life and I need someone to hold me accountable" ● "HELP! I'm overwhelmed and I don't know what to do next" I focus on working with entrepreneurs with startups or small businesses. The process: Who are you? You are the main factor in your success. Why should your business exist? A purpose. How do you do things? Something that makes you unique. What do you offer? Your product or service. All success revolves around the answers to these four questions. All failure comes from a lack of understanding these questions. This is my method. It does not matter if you are a startup or an existing business, this is the core of your work and journey. A client had dozens of business ideas, I helped him launch just one. A client stopped chasing 3 different startups and now is an executive in a new business. One client grew from 5 to 50 employees in just two years. Let's get on a call today! We can set up an initial zoom call in a free 30 min consultation and I will explain how my process will get you the results you are wanting. Best regards, Brian **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
    vsuc_fltilesrefresh_TrophyIcon Consulting
    Career Coaching
    Business Analysis
    Business Consulting
    Personal Development
    Business Plan
    Business Modeling
    Leadership Development
    Startup Company
    Startup Consulting
    Growth Strategy
    Innovation Strategy
    Business Coaching
    Entrepreneurship
    Business Development
    Life Coaching
  • $150 hourly
    Hands on Startup and SMB experience to share. Help in getting your company off the ground or scaling your business to new levels. I can do a onetime project or an ongoing support function. Nothing it too small or too large to tackle. I focus on your needs and your business. I enjoy being part of your success. I have a strong accounting and finance background initially with major corporations and most recently with small or startup companies. My experience as CEO/COO/CFO has been in building complete financial and business plans and presentations including pitch decks using Excel and other tools that become part of a total package. I currently work with startups and small to medium size companies on a fractional basis assisting them with their business planning and their day to day accounting and business needs. I can quickly understand any business model, pull together available information, and identify missing items to grow a business. I work to understand the operations side of a business which makes my plans very functional and real-life more than just data entry. Tying together the Balance Sheet, Profit and Loss Statement and Cash Flow Statement presents a total picture. My education includes a BSBA in Business with an Accounting Major and an MBA in Management and International Business. Examples of my role: Fractional COO -Business operations -Supply chain development -Organizational structure -Budgeting and forecasting Fractional CFO -Manage your accounting -Prepare business plans -Cash management -Budgeting and forecasting Financial Consulting -Business plans -Product pricing -Strategic planning -Capital investment analysis Startup Consulting -Pitch deck support -Financial forecasts -Business modeling -Fund raising assistance Business Coach -Your personal Sounding Board -Business plan reviews -Growth strategies -Team building I work hourly, by the project or on a monthly retainer basis.
    vsuc_fltilesrefresh_TrophyIcon Consulting
    Accounting Principles & Practices
    Startup Consulting
    Workday Adaptive Planning
    Business Planning & Strategy
    Corporate Finance
    Business Consulting
    Organizational Design & Effectiveness
    Financial Analysis
    Operational Plan
    Budget Management
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