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- $150 hourly
- 5.0/5
- (20 jobs)
Worked with over 110 founders and senior executives at tech and B2B services companies mostly between $1-150M in revenue as a consultant and business coach to drive: - Growth & exit strategies - Higher enterprise value, top-line revenue growth, and profitability - Growth capital injections (VC/PE) If you're a founder or executive that's: - Expanding into new markets - Launching new products - Developing growth or go-to-market plans - Evaluating new investments (e.g., AI, digital transformation, etc.) I can help you rapidly develop data-driven strategies and presentations that will win over your board, exec team, and investors and set your company up for accelerated growth. Career highlights: • Drove 55% increase in valuation for FinTech company in 7 months through re-architecting its go-to-market strategy, leading to a $36M exit. • Worked with over 75 B2B Services CEOs to help them close consistent 6 and 7-figure deals, establish recurring revenue models, grow margins to 70%+, create scalable delivery mechanisms, and position their businesses as 1-of-1's in their respective niches. • Helped raise over $40M in early-stage capital • Supported the development of a growth plan to reach $155M ARR that encompassed product, sales (direct + channel), and overall go-to-market for a logistics software company that led to a $950M Private Equity buyout. • Assessed a $20M Healthcare IT company and its market opportunities in the private sector and helped develop its growth strategy. This included new brand and market positioning, a product and IT transformation that consolidated many disparate products and services into a single Health Intelligence Platform, and uncovered M&A opportunities to accelerate the commercialization of its platform. My experience spans a wide range of sectors and technologies, including: • AI/ML • B2B & B2C SaaS • Web3 • FinTech • Healthcare IT & HealthTech • IoT • Cloud Computing • Developer Tools, Platforms, and Infrastructure • IaaS, PaaS, iPaaS • Professional Services • Tech-Enabled Services • Marketing Agencies • Supply Chain Tech • Enterprise Software • Consumer Goods & CPG • ManufacturingConsulting
Strategic PlanBusiness PlanFundraisingMarketing StrategyBusiness ModelingBusiness ConsultingBusiness ManagementInvestment PreparationMarket ResearchMarket Analysis - $75 hourly
- 4.8/5
- (15 jobs)
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.Consulting
Business ConsultingTraining & DevelopmentProject TimelinesContract NegotiationVendor ManagementEvent ManagementEvent PlanningProject Risk ManagementZoom Video Conferencing - $85 hourly
- 4.8/5
- (62 jobs)
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+ US-based healthcare 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!Consulting
LicensingPolicy WritingBusiness Plan WritingBusiness PlanManagement ConsultingStartup ConsultingBusiness ConsultingComplianceBusiness OperationsHealthcare Management - $45 hourly
- 5.0/5
- (6 jobs)
✨ About Me With a background in project management for software implementation and system administration, I established Core Servicing Solutions with a focus of bringing the tools I learned in corporate America to small businesses. I specialize in assisting small businesses with various projects, operations & government applications: - SAM.gov Registration - Local & State Vendor Registration - Business Certification Applications (Minority-Owned, Woman-Owned, Disadvantaged Business, etc.) - SBA WOSB Application - SBA HUBZone Application - SBA Dynamic Small Business Search Profile Update 🚀 Services Offered - Project Management: Streamlining your projects for success. - Operations Support: I help you get organized and establish systems for management - Business Coaching & Consultations: Guiding your business to growth. - Bookkeeping: As a Certified QuickBooks ProAdvisor, I help you track your income and expenses for maximum earnings and tax savings. 💼 Bookkeeping Services - QuickBooks Setup - Data Entry - Transaction Categorization - Monthly Reconciliation - Financial Reports - Catch-up & Clean-up Services 💻 Software Experience - Asana - Trello - Clickup - HoneyBook - Quickbooks Online - Quicken - MS Office Applications - LastPass - Password Sharing - Dropbox Sign - Google Workspace - Google Suite products - Canva - CorelDraw - Shopify (Admin Console) - Squarespace (Admin Console) - Wix (Admin Console)Consulting
Data EntryBookkeepingManagement ConsultingGovernment WebsiteProject ManagementBusiness ServicesGovernment DocumentsVirtual AssistanceManagement SkillsQuickBooks OnlineGovernment & Public SectorBusiness ConsultingBusiness ManagementMicrosoft Excel - $70 hourly
- 5.0/5
- (29 jobs)
| Biz-Bloom .com for projects | Welcome! I'm Tish, an experienced Kajabi expert focused on transforming educational visions into dynamic online courses. With a strong background in course design, website creation, and landing page optimization, I help bring your learning materials to life. My approach is simple: create visually engaging, user-friendly, and impactful online learning experiences. Whether it's course design, intuitive websites, or optimized landing pages, my goal is to foster learner engagement and set your course apart in a competitive market. Having worked extensively in the field of online course creation, I understand the nuances of this industry and am adept at navigating its challenges. My goal is to ensure that your courses not only deliver value but also stand out in an increasingly competitive digital landscape. Let's collaborate to transform your educational content into a thriving online course that resonates with and empowers your audience. For information on project prices, visit Biz-Bloom .com To start a free trail on Kajabi: app.kajabi.com/r/FLLTFBzLConsulting
Elearning LMS ConsultingLearning Management SystemBusiness ConsultingProject ManagementVisual DesignAdministrative SupportOnline CommunityContent StrategyInstructional DesignWebsite BuilderCanvaGraphic DesignElearningCourse CreationKajabi - $160 hourly
- 5.0/5
- (137 jobs)
As a Certified Public Accountant (CPA), I understand the challenges you face in navigating the complexities of the tax code. That's why I'm passionate about helping clients like you achieve financial success while ensuring complete compliance with all tax regulations. My mission extends beyond simply filing your taxes. I strive to develop and implement customized tax strategies that not only minimize your tax liability but also maximize your overall financial well-being. I have extensive experience guiding high-net-worth individuals and businesses through the intricacies of the tax system. My expertise encompasses a wide range of tax services, including the preparation of complex tax returns for Partnerships (Form 1065), S-Corporations (Form 1120-S), and Personal Income Tax Returns (Form 1040). I also specialize in state and local tax obligations, such as Sales & Use Tax, Commercial Activity Tax, Franchise Tax, and Business & Occupation Tax, ensuring you meet all your tax obligations at every level. I understand that unforeseen tax issues can arise. That's why I offer comprehensive solutions beyond tax preparation, including assistance with resolving notices from the IRS, state, and local tax authorities. My goal is to minimize penalties and interest while navigating the intricacies of the resolution process to achieve the most favorable outcome for you. Furthermore, I provide comprehensive bookkeeping services, empowering you with valuable financial insights. By working together, we can analyze your financial performance in detail, enabling you to make informed business decisions that drive growth and achieve your financial objectives One of my greatest rewards is assisting entrepreneurs in bringing their business dreams to fruition. I guide them through the process of business formation, ensuring they choose the most advantageous legal structure and establish sound financial and tax reporting systems from the outset. This proactive approach helps to prevent future tax problems and sets a strong foundation for long-term success. I believe in building long-term relationships with my clients, founded on trust and open communication. By partnering with me, you'll gain a trusted CPA committed to providing personalized service and unwavering support as we work together towards your financial goals. I'm excited for our initial call to discuss your specific needs and explore how my expertise can be applied in a beneficial manner.Consulting
TaxesTax StrategyTax AccountingProperty TaxUS TaxationBusiness ConsultingIRS Income Tax AuditsBookkeepingFinancial ReportingCPATax LawCertified Tax PreparerFranchise TaxSales TaxTax Planning & Advisory - $35 hourly
- 5.0/5
- (30 jobs)
🔍 Do you have a business idea and... Are you looking for a supplier ? a product ? I am Sourcing Agent with Global Outreach I would like to help you to grow your business / bring your vision to life and launch it! 🔍I am ready to help your business grow faster than you think through my experience and help your stuff to be more profitable. Would you like to have an ad hoc Procurement Person who will help you anytime you need assistance ? 🔍 Do you look for someone who is efficient, straight to the point realist and does high quality job ? 🔍 Would you like to work with someone who works with ethical suppliers/ manufacturers ? If yes, I am your person. I have 15 years hands on experience in supply chain and operations. US based proffesional,with global connections in Europe, Asia , North America and part of Africa. I am specialising in manufacturing/ industrial sourcing ( raw materials / industrial components ) , chemicals and private labels. I do have extensive experience with different softwares and willingly share my hands on knowledge with softwares developers. I've been working as a Supply Chain Expert for the past 9 years supporting companies ranging from ✅Sourcing Campaigns ( Product Sourcing & Supplier Sourcing ) ✅Contract negotiation & analysis ✅ Forecast, stock replenishment planning ✅ Min -max , LT, MOQ, EOQ, ✅ safety stock, WIP inventory, BOM analytics ✅demand planning ✅ Analytics for supply & spend analyse ✅Inventory management ✅ SAP, Oracle, Navision, Ariba , Google Sheets to helping businesses to grow , save time , money and relief employees from routine tasks by streamling them gradually while helping. What you can expect? 🌐 high quality market research 🌐 diversification of supply sources 🌐 efficient communication 🌐 complex sourcing strategy & competitors reserach 🌐 price negotiations 🌐deep dive into inventory managment and what is the most important SOLUTION TAILORED for YOU! I do have proven record of many successful sourcing campaigns, project improvements and thinking way outside of the box to make sure YOU are satisfied. Thank you for your time and consideration. Let's Grow Together! The Key Words to connect with me: Manufacturing Sourcing | SAP ERP | Oracle | Ariba | Supply Chain & Logistics | Supply Chain Pro. | Global Supply Chain Product Manufacturing Industries | Supply Chain Consultation | Supply Chain Expert | Product Sourcing | Manufacturing | Business Strategy & Innovation | Project Management | Procurement & Vendor Management | Global Supply Chain Manager | Creative Consultant | Order Management | Production Planning | Contract Manufacturing | Logistics Management | Inventory Management | Warehouse Management | Lean Manufacturing | Enterprise Resource Planning | Logistics & Supply Chain Management Skills | Material Requirements Planning | Bill of Materials | Retail & Consumer Goods | Transportation & Warehousing | Manufacturing & Construction | Procure-to-Pay | Logistics Coordination | Request for Information | Request for Proposal | Request for Quotation | Purchase Order| Buying | Product Sourcing | Source-to-Contract | Price & Quote Negotiation | Supplier Search | Source-to-Pay | Market Research |Semiconductors | Pharma | Paper Goods | VBA| Microsoft Excel | Power Query | Reporting| Power Pivot | Negotiations | Global Sourcing | P2P | O2C | GL | Account Reconcilliation I Private Label I POD I Print on Demand I Start Up I Business Consulation I 3PL I PackagingConsulting
Price & Quote NegotiationPrivate Labeling & White LabelingStartup ConsultingBusiness ConsultingSoftware DevelopmentSupplier SearchProduct SourcingEcommerceBusiness ManagementDemand PlanningForecastingSupply Chain & LogisticsSupply Chain ManagementProject ManagementSourcing - $50 hourly
- 5.0/5
- (20 jobs)
I am a Certified Public Accountant who currently works as a Financial Controller for a small veteran owned business that is on course to gross 55million dollars in 2024. I also am the owner of a Florida CPA Firm, Wiseman Tax & Accounting, PLLC, that specializes in bookkeeping and tax return preparation for individuals and businesses. If you are in need of an accountant that is capable of meeting your growing small business needs, I can help.Consulting
Business Planning & StrategyBusiness ConsultingTax Planning & AdvisoryLight BookkeepingBookkeepingTax Return - $45 hourly
- 5.0/5
- (1 job)
🎯 4+ Years experience in NetSuite Scripting. 💼 100+ tasks development experience. 🔧 Specializing in 🛠️ NetSuite customization, .🚀10+ Projects NetSuite Integration. 📈 Develop data-driven solutions. 🏆 Prioritize clear communication. With over four years of hands-on experience, I specialize in NetSuite Customization, providing solutions from initial concepts to long-term maintenance. My expertise covers both essential NetSuite administration and advanced customization and integration. **Key Technical Skills:** - SuiteScript Development (Client & Server-Side) - Advanced PDF Template Design - NetSuite Administration & Development - SuiteFlow & Custom Workflows - Data Management: Import, Export & Custom Records - Saved Searches & Dashboard Customization **Professional Expertise:** - **NetSuite Mastery: Skilled in managing the full lifecycle of NetSuite projects, from ideation and development to customization and administration. - **Integration Architect: Proven success in integrating NetSuite with platforms like Shopify, 3PL, ZOHO CRM, BigCommerce, Salesforce, and custom financial web applications. - **Technical Acumen: Proficient in SuiteScript (1.0, 2.0, 2.1), SuiteFlow, RESTlet, SuiteLet, SuiteTalk (SOAP & REST), and iPaaS. **Project Highlights:** - **EbizChange: Led a comprehensive NetSuite transformation project. - **E-Commerce Integrations: Connected NetSuite seamlessly with Shopify and BigCommerce. - **CRM Solutions: Integrated NetSuite with ZOHO and Salesforce. - **Custom Integrations: Developed unique solutions linking NetSuite with bespoke financial web applications and 3PL systems.Consulting
Oracle Workflow BuilderSupply Chain & LogisticsSuiteScriptJavaScriptCompliance ConsultationProcurementBusiness ConsultingWarehouse ManagementSupply Chain ManagementERP SoftwareCRM SoftwareOracle NetSuiteNetSuite AdministrationNetSuite Development - $150 hourly
- 5.0/5
- (155 jobs)
Email Deliverability Superhero: Land in Inboxes, Not Spam Folders or Not Delivered Tired of emails bouncing like rogue asteroids? 😩 🚀 Drowning in MX, PTR, BIMI, SPF, DKIM, and DMARC jargon? 🤯📑 Fear not, fellow marketer! Your inbox salvation has arrived! 💪🛡️ I'm your Email Deliverability Expert, here to guide your messages through the treacherous spam gauntlet and straight into your audience's eager eyes. 🎯 With 28 years of experience in email evolution, server configurations, DNS wizardry, and blacklist banishing, I'll: ** Diagnose and fix your email delivery woes like a ninja doctor. 🥷🏥 ** Craft bulletproof DNS records that authenticate your domain like Fort Knox. 🏰🔐 ** Eradicate spammy content like Thanos with the Infinity Gauntlet (of email best practices). 🙅♀️🗑️ ** Monitor blacklists and reputation like a hawk, keeping your email squeaky clean. 🦅🕵️♀️ ** No more sleepless nights spent wondering if your emails ever reached their destination. 😴🚫 Let me be your email delivery Guardian Angel, ensuring your messages land where they belong: in inboxes, not spam folders. 🙏😇 Ready to finally conquer the email wasteland? 🚀 Hire me, and let's watch your email open rates skyrocket like a SpaceX launch! 💥📈 Bonus: I speak fluent MX, PTR, SPF, DKIM, DMARC, and BIMI. Let's geek out! 🤓✨ Don't wait! Contact me today and let's make your email marketing dreams a reality. 💫📧 P.S. Don't forget to check out reviews from my happy clients here on Upwork, for proof of my email deliverability magic! 🪄Consulting
AngularJSExpressJSMongoDBNestJSNode.jsAPI IntegrationPythonBusiness ConsultingSendGridLinux System AdministrationBusiness DevelopmentSystem AdministrationEmail Deliverability - $200 hourly
- 5.0/5
- (902 jobs)
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.Consulting
Limited Liability CompanyInternational TaxationCorporate LawTax StrategyCorporate TaxBusiness ConsultingIntuit QuickBooksTax ReturnTax PreparationTax LawTax Planning & Advisory - $50 hourly
- 4.9/5
- (1,489 jobs)
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 CoConsulting
LinkedIn DevelopmentBusiness ConsultingStartup ConsultingResume DevelopmentHuman Resources ConsultingResume WritingCover Letter WritingReport WritingManagement ConsultingCopywritingCV - $120 hourly
- 5.0/5
- (3 jobs)
I’ve helped Founders and CEOs of big and small businesses drive transformative growth and resolve complex business challenges. Here are some examples of the companies I’ve delivered for: ✅ Hertz Global Holdings ✅ Thrivers Society ✅ D2 Prep ✅ Blue Pixel Media ✅ AI Growth Partners ✅ Shine Athletics ✅ Haystak Digital Marketing Businesses I work with are: ✅ Membership/community-based businesses ✅ Coaches with an existing program ✅ Course creator looking to expand ✅ Service-based business looking to expand into coaching or courses What I Can Help You With: ⭐️ Solve complex challenges ⭐️ Business Audit ⭐️ Launch Strategy ⭐️ Marketing Strategy and Plan aligned with business goals ⭐️ Train and upskill team in marketing, customer experience/retention/fulfillment ⭐️ Business Planning and Business Strategy for your membership, course, program, or community ⭐️ Retention Strategy and Retention Improvement ⭐️ Member/Client onboarding, experience, and fulfillment Here is what I can bring to your project: ✅ Expertise in developing comprehensive marketing strategies tailored to your business objectives ✅ Analytical skills for conducting market research, competitor analysis, and identifying opportunities ✅ Expertise in developing and executing successful launch strategies ✅ Knowledge of online space: launches, funnels, workshops, recurring revenue, memberships ✅ Proven methods for improving member retention and engagement ✅ Strategies for expanding market reach and tapping into new customer segments ✅ Experience in optimizing organizational structures for enhanced efficiency and resource allocation ✅ Fostering collaboration across teams and departments to execute strategies effectively ✅ Aligning organizational goals, resources, and positioning to drive growth and long-term success Why you should choose me over other freelancers: ✅ Results Driven: I’ve consistently delivered outcomes that propel businesses to new heights ✅ Customer-Centric: Ensuring solutions align with your customers needs ✅ Responsiveness: Extremely responsive and keeping all lines of communication open ✅ Extensive Industry Insight: Years of experience and industry insight on business trends ✅ Collaborative Approach: I believe in working closely with my clients, valuing your input & feedback Tech expertise includes: Kajabi, Zoho Product Suite, Google Product Suite, HubSpot, Convertkit, Leadpages, Kajabi, Community, Circle, Airtable.Consulting
CourseStrategic PlanningBusiness StrategyCustomer ExperienceCustomer RetentionElearningBusiness CoachingBusiness ConsultingMarketingStrategyFreelance MarketingNew Member OnboardingProduct Launch PlanMarketing Strategy - $35 hourly
- 5.0/5
- (13 jobs)
Do you have an incredible business but are completely lost or overwhelmed by social media, funnels, and strategy?? You simply need someone in your corner to cut through all the B.S., tell you what you need, what you don't, and then take the reins to handle it all for you! Whether you have no idea where to start, are overwhelmed trying to do it all yourself, or your accounts need a refresh, I am here to help you! Social media has become the new virtual business card, so let's be sure that yours makes the best impression! I have a combined 20 years of experience as an Entrepreneur, Marketing Strategist, and Social Media Manager. I own and run the digital marketing agency, Key Lime Media (KeyLimeMedia.co). I have experience in Marketing strategy, social media management, copywriting, funnel building, and course creation. My goal is always to help you achieve YOUR goals for your business and brand! My Specialties are: - Strategic, Customized Marketing Consultations & Plans - Social Media Marketing and Management - Marketing and Sales Funnels - Short Form Video Marketing - Instagram & TikTok MarketingConsulting
CRM DevelopmentSystems DevelopmentProject ManagementBusiness ConsultingMarketing StrategyInstagramSocial Media ManagementSocial Media MarketingPinterest - $95 hourly
- 5.0/5
- (472 jobs)
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.Consulting
Financial ReportingAccounts Payable ManagementQuickBooks OnlineCost ControlEmployee TrainingBusiness ConsultingFinancial AccountingBookkeepingAccount ReconciliationIntuit QuickBooksBank ReconciliationMicrosoft Excel - $75 hourly
- 5.0/5
- (1 job)
I've had the opportunity through years of experience to bring my leadership to the tech and startup world and contribute to the overall success of each company. I have worked on multi-million dollar projects, launched highly successful and profitable products, and worked on startups from conception to sale. I have worked in the software development industry in roles such as producer, project manager, director, and to motivate a team to ensure success. I have provided the leadership to motivate an organization in a successful direction, and this includes working with the development team on a technical level as well as working with c-level executives. I'm also a business owner that's in the digital marketing, project management, software development, and startup industry. My past products include Brightline (Luxury High Speed Train), Squishmallows (World Wide Plush Phenomenon), Reviver (Digital License Plates), Coplogic Ethos (Cloud-Based Crash and Citation Reporting for Law Enforcement), Arise on the Go (Mobile Scheduling App), Email On Demand(Email Marketing Platform), Z4 Poker (Social Poker Game), Poker Atlas (Poker Room Finder), Overnight Prints (Online Printing Products), The Elder Scrolls: Legends (Strategy Video Card Game), and a couple esports and fantasy sports startups.Consulting
Project ManagementSoftware DevelopmentProject Management OfficeAgile Project ManagementBusiness DevelopmentWaterfallEmail MarketingDigital MarketingLead GenerationPay Per Click AdvertisingStartup ConsultingBusiness ConsultingSearch Engine MarketingSocial Media MarketingSocial Media Management - $80 hourly
- 4.9/5
- (20 jobs)
(Total hours worked only shows hourly contracts, not hours dedicated in projects. Value/hour is discounted price) Business consultant and project finance expert., with over 20 years experience with startups and small businesses in an array of industries. Worked in consulting for Accenture and other multinational companies and startups. Focus areas: Small and Medium Enterprises & Start-ups in diverse industries. Project Finance: Strategically and operationally experienced project finance expert. I can assist you in linking strategy with operations and project finance. STRATEGY CONSULTANT: Strategic brainstorming & planning, product strategy, business model, financial modeling, company building, establishing objectives & key results (OKRs), and board of directors. FINANCIAL MODELLING: Every good strategy needs a sound financial model and forecast. I can deliver financial models that are scenario based and with dashboards for revenue, analysis, ROI, IRR, risk. I can assist you with planning, forecasting, and doing operating budgets, CAPEX, acquisition analysis, and pro formas. BRIEF BACKGROUND: Bachelor's degree in Business. Extensive experience with new business ventures, both as an employee and as an entrepreneur. Whether you are starting a business, planning on expanding to new lines of business, or need someone in the day-to-day operation, I have the necessary skillet and business acumen to accompany you throughout the process. Upwork rate is discounted, given lower rates generally offered in Upwork. Thank you.Consulting
Business CasesStartup ConsultingBusiness ConsultingFinancial ProjectionFinancial ManagementBusiness ManagementFinancial ModelingFinancial PlanningCash Flow ModelingBusiness PlanProcess Design - $32 hourly
- 5.0/5
- (2 jobs)
William, the founder of Bishop Consulting Group, LLC, is a non-commissioned officer and US Paratrooper with the US ARMY . Having served 11 years in the US ARMY, ARMY NATIONAL GUARD, and US ARMY RESERVES, he understands what leadership, selfless service, and integrity means. Government Experience: A master at multitasking, William began his career as a Financial Analyst for the United States Army. During his active duty service he served domestically and oversees in support of the Global War on Terror. William went on to serve in the United States Army Special Operations Command (USASOC) (Airborne) and 1st Special Forces Command (Airborne). After active duty he later gained experience by serving multiple federal agencies, holding positions such as Budget Analyst, National Level Program Manager in Information Technology, and most recently Chief of Accounting, HQ - US ARMY Reserves. Private Sector Experience: William’s private sector experience started in 2017 when he began consulting as a Senior Consultant for Booz Allen Hamilton. William is an enthusiastic entrepreneur with his core expertise in finance and business consultancy. Education: AS – Exercise Science – Heritage University BS – Finance – Hodges University MBA – Hodges University (Cum Laude) With well-rounded experience and education, William is able to offer leverage over the competition by delivering services across the entire business spectrum. Key Skills: Finance & Accounting subject matter expert, experienced in Business Consulting. Strategic Planning, Financial Forecasting, Highly skilled in contract research, SAP Accounting & Financial Systems, Cost Analysis, Requirements Analysis, SWOT Analysis, Financial Planning, Auditing, Financial Programs, Budgetary Planning, Marketing, Business to Business. Certifications: -Department of Defense Certified Financial Management II -American Society of Military Comptroller (Member) - United States Army Finance School Graduate - Managers Internal Control Policy - National Tutor from National Tutoring Association - IRS Registered Tax Preparer Note: I am a National Level Federal Employee, so Federal governmental bid contract work is not authorized.Consulting
Resume DevelopmentBusiness ConsultingContract ManagementManagerial FinanceMarket ResearchFinancial AnalysisManagement ConsultingBusiness ManagementWave AccountingIntuit QuickBooksFinancial AccountingCost AnalysisAccount ReconciliationSAPGAAP - $145 hourly
- 5.0/5
- (28 jobs)
Expert Financial Copywriter - Financial Ghostwriter - Email Copy - Sales Copy - Financial Advisor Copy - FINRA Compliant Copy I am an Expert Financial Writer with a deep passion for global capital markets. My finger is always on the market's pulse and message - daily. Whatever the deliverable is, I can be of assistance. ✅ Are you a Financial services firm, brokerage, bank, or entrepreneur? -- Let me know what kind of copy you need, the audience, and the tone. I can help you with that! ✅ Are you an active trader with an audience? -- Perhaps you need a daily market update on SPX options trading for the day's session or the broader strokes of the day's trading action. The possibilities are endless. I can help you with that! ✅ Do you need a 50,000-word book ghostwritten? -- I can help you with that! As a business owner focusing on digital presence and research, I understand the overall goal and the day-to-day operational challenges. Let my advanced experience save you time and money while maximizing your ROI. Throughout my experience, I have developed multifaceted business skills, including Stock Trading, Treasuries Analysis, Mutual Fund Analysis, Financial Advisory Newsletters, Market Updates, Options Trading, Futures Trading, Precious Metals, Economic Theory, Macroeconomics, Microeconomics, Inflationary/Deflationary, Startups, Cryptocurrency, Real Estate, Mortgage, Private Equity, Travel, Entertainment, Telecommunications, Web Content Development, SEO, Marketing and more. I am a passionate trader in the Futures, Options, Forex, and Equity Markets. I have advanced knowledge in this arena and have 22+ years of experience in trading and investing. Rates range from $.85 - $1.95 per word depending on the complexity of the material, the research involved, FINRA citations, and any editing required. Custom image creation for charting or data is also available. Previously, I have held Series 3, 6, 7, and 63 FINRA licenses. Many of my previous projects are confidential due to NDAs, and I can show you writing samples and byline expertise based on your request.Consulting
CopywritingContent WritingResearch & StrategyFact-CheckingInvestment StrategyWordPressBlog WritingBusiness WritingBusiness ConsultingFinancial WritingFinancial AnalysisManagement ConsultingForex TradingBusiness DevelopmentFinance & Accounting - $70 hourly
- 5.0/5
- (33 jobs)
I am a licensed CPA with over five years of Big Four accounting firm experience working with a number of publicly traded and privately held companies. I am experienced in providing tax consulting, tax compliance (returns), and tax provision services. I have worked for individuals, pass through entities, and corporations. I graduated summa cum laude from Samford University in Birmingham, AL and then received my Masters in Taxation from The University of Alabama. I promise to work hard, work efficiently, and to always communicate my progress throughout each engagement.Consulting
Tax StrategyBusiness ConsultingUS TaxationTax PreparationTax Law - $200 hourly
- 5.0/5
- (4 jobs)
My experience as a management consultant provides me the foundation to work with companies in the areas of strategy, business modeling, operations, finance, cost reduction and cash flow analysis. I have worked with businesses in manufacturing, professional services, financial services, media, entertainment and education, as well as organizations in education nonprofit and governmental sectors. I served at Ernst & Young and Unisys as an executive for businesses in New York, Milan and Europe. I have extensive experience with strategic, financial and operations solutions. I have served as a board member for two education companies as well as the CEO for one of them. For the past 12 years I have worked at two universities at the colleges of business and directed their graduate business programs including online and professional MBA and Master of Accountancy programs.Consulting
Business ConsultingTrainingProgram ManagementBusiness TransformationLeadership DevelopmentBusiness ManagementStrategic PlanningBusiness ChangeManagement ConsultingOrganizational PlanProject ManagementBusiness Process ReengineeringOrganizational Design & EffectivenessBusiness Analysis - $150 hourly
- 5.0/5
- (48 jobs)
EXPERT-VETTED Financial Modeling and Consulting Solutions! Services: ✅ Financial Statement Analysis & Review ✅ SMB Acquisition Strategy Consulting ✅ Profitability and Expense Analysis & Review ✅ Valuation and Due Diligence Services ✅ Budget and Forecasting ✅ Template and Calculator Design ✅ Custom Models and Tools Freelancer Highlights: ✔️ Upwork Top 1% SMB Consultant & Financial Analyst ✔️ Ex-Financial Markets Valuation Specialist at PwC ✔️ Graduate of #3 International MBA in America ✔️ Master's Degree in the Science of Finance ✔️ Full-Time Freelance Specialist Since 2019 ✔️ Expert-Vetted and Top-Rated freelancer ✔️ Accredited Small Business Consultant ✔️ Perfect 100% Job Success Score Service Menu: 🥇 Advanced Financial Modeling: $150/hr 🥈 General Financial Analysis: $100/hr 🥉 Phone Consultation: $75/hr ✉️ Please message me directly for a complementary quote or to ask questions!Consulting
VLOOKUPLookerLooker StudioFinancial ModelFinancial ConsultingFinancial ModelingBusiness ValuationData AnalysisExcel FormulaBusiness ConsultingData VisualizationFinancial AnalysisManagement ConsultingMicrosoft Excel - $100 hourly
- 5.0/5
- (2 jobs)
A high calibre PMP-certified professional with 16 years of experience in sales, operations, account/product development and marketing.Consulting
Freelance MarketingSales ConsultingMarketing PlanBusiness PresentationMarketing PresentationBusinessMarketing AutomationBusiness ConsultingProduct DevelopmentMarketingBusiness CoachingProject ManagementBusiness DevelopmentSales & Marketing - $85 hourly
- 5.0/5
- (11 jobs)
Experienced Sales Development Executive with a proven track record in prospecting, educating, qualifying, and developing sales-ready opportunities. Collaborated with account managers throughout the sales cycle to deliver company introductions and comprehensive software demonstrations. Proficient in Sales, Customer Relationship Management (CRM), Professional Services, SaaS, and Account Management. Successfully developed and managed email and LinkedIn campaigns, resulting in a remarkable increase of over 45% in new software licensing revenue within both public and private sectors. I also possess an extensive knowledge and experience in the financial sector, demonstrating a comprehensive understanding of all financial market operations.Consulting
Business ConsultingBusiness DevelopmentSaaSAdvertising DesignClient ManagementSales StrategyAccount ManagementCRM SoftwareB2B MarketingSales & MarketingBusiness Planning & StrategySalesRelationship ManagementLead Generation - $50 hourly
- 4.8/5
- (17 jobs)
I recently graduated with my Master's in Sustainable Policy. I specialize in sustainable consulting, creative solutions, design & marketing. I also have experience in analytics, research & project development. I can offer your company innovative solutions to bring eco-conscious customers, help develop sustainable communities, or research & develop your latest green marketing campaign!Consulting
SEO WritingSocial Media Content CreationProofreadingSustainabilityContent WritingLogo DesignBusiness ConsultingSustainable DesignHealth & WellnessProject ManagementBrand StrategyCreative Strategy - $100 hourly
- 4.7/5
- (6 jobs)
I live and breathe marketing and business data-driven strategy! I believe in approaching marketing as an ecosystem where all channels and automation feed into the overall goal. When we create a marketing strategy, we take into consideration your target market, the channels that will support it, the messaging, and the pain points that we need to test. I have worked with the biggest online entrepreneurs strategizing funnels, messaging, and program launches. Being able to increase their ROAS by 200%. I have also worked with Zumba and many other e-commerce brands in order to increase their revenue.Consulting
FacebookConversion Rate OptimizationKajabiBusiness CoachingDigital Marketing StrategyLead GenerationEmail Marketing StrategyBusiness ConsultingBranding & MarketingSocial Media Marketing StrategyLife CoachingMarketing Automation - $75 hourly
- 5.0/5
- (4 jobs)
🔉I'm the developer and founder of Google Analytics4 Annotations Plus Chrome application, a popular web productivity application for Google Analytics 4. My background is in business start-ups, marketing technologies engineering, and finance. I'm also part of the official Google External Developers program. 🗣️I have 8 years of experience in web development, business growth optimization, and digital marketing, with a focus on Google Analytics and Google Tag Manager. I am the founder of FuryAnalytics, a boutique agency serving high-profile clients like Suzuki Motor Corporation, Universal Studios, and other e-commerce brands in the U.S. and Canada. 🎙️I specialize in performance marketing, business growth strategy, web development, UI/UX analysis, A/B testing, and refining online business development and automation for my clients. I am proficient in Google Cloud and various marketing platforms, such as Google Tag Manager, Google BigQuery, Google Analytics 4, Google Ads, Google Search Console, Merchant Center, and Google Optimize. Throughout my career, I have worked as a marketing manager, user-targeting strategist, PPC team lead account manager, and data science consultant. 📡My Key Approach: I prioritize thorough research and customer experience optimization to grow online operations. I ensure that all targeting, audience segmentations, and goals are correctly set up in the GA & GTM tool interface. Additionally, I customize Google Analytics for my client's unique conditions, use Google Tag Manager to track and analyze interactions across multiple devices and touchpoints, extract data from Google Analytics and use Google BigQuery to analyze Big Data questions and implement Google Analytics in a way that avoids common pitfalls and includes troubleshooting strategies.Consulting
Growth AnalyticsData VisualizationGoogle Tag ManagerPay Per Click AdvertisingGoogle Ad ManagerCustomer Relationship ManagementBusiness ConsultingWeb AnalyticsUX ResearchMarketing AnalyticsLooker StudioA/B TestingData AnalysisSearch Engine OptimizationGoogle Analytics Want to browse more freelancers?
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