Hire the best Consultants in the United States

Check out Consultants in the United States with the skills you need for your next job.
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based on 252 client reviews
  • $75 hourly
    Hi, I’m Hannah, a Master Klaviyo & Shopify Partner with over 7 years of experience creating & deploying retention strategies (generating over 10.7m in attributable revenue) unique to my clients' brands & customers. Some of my clients include: Linen + Cloth Forom Cassarokids Badger I use email & SMS marketing to strategically craft campaigns that educate, engage, convert & retain subscribers using: 👉 Zero Party Data 👉 Advanced Segmentation Strategies 👉 Social Proof & Testimonials 👉 Trust-Building Content 👉 Re-Engagement Campaigns 👉 Etc. And to create email automations unique to your customer's journey hitting all of the highest converting touch points along the way. Basic automations that all eCommerce brands should have set include: 👉 Pre & Post Purchase Welcome Flows 👉 Abandoned Cart & Checkout Flows 👉 Browse Abandonment Flow 👉 Review Requests 👉 Loyalty Flows 👉 Winback Flow 👉 Sunset Flow 👉 Back-in-Stock Notifications 𝗛𝗼𝘄 𝗶𝘁 𝘄𝗼𝗿𝗸𝘀 - We take the full email & SMS piece off of your plate, handling every portion of content planning, copywriting, design, a/b testing, list segmentation, campaign deployment, reporting & more! We ensure that your retention strategy is continually optimized and we’re working to increase your customer’s LTV. 𝗪𝗵𝗼 𝗶𝘀 𝘁𝗵𝗶𝘀 𝗳𝗼𝗿? 👉 eCommerce Brands - Shopify, BigCommerce, Wix eCommerce, WooCommerce, and more! 👉 White Labeling for Agencies - Looking for a reliable partner to help your clients with email marketing? Grow your agency's offering without having to onboard, train & manage an email marketing department. 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲𝘀 & 𝗮𝗽𝗽𝘀 - Klaviyo, Shopify, Attentive, PostPilot, Okendo, Loyalty Lion, Judge.me, Wholesale all-in-one, Mailchimp, Omnisend, Shuttle 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 Home Decor & Interior Design Children's Brands Furniture Home Goods / CPG Skincare Clothing CBD Sporting Goods Luxury, High AOV Goods Experienced in both D2C & B2B 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 My most recent project was an eCommerce brand that generated $106,424.55 in revenue in 30 days, using my advanced email marketing strategies & flows. 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼 𝗻𝗲𝘅𝘁 If you want to establish a consistent flow of sales, then let's have a chat. Shoot me a message and let's hop on a call to get you started! 𝗜 𝗖𝗛𝗔𝗥𝗚𝗘 𝗔 𝗙𝗜𝗫𝗘𝗗 𝗣𝗥𝗜𝗖𝗘, 𝗡𝗢𝗧 𝗛𝗢𝗨𝗥𝗟𝗬. 𝗣𝗟𝗘𝗔𝗦𝗘 𝗕𝗢𝗢𝗞 𝗔 𝗖𝗔𝗟𝗟 𝗪𝗜𝗧𝗛 𝗠𝗘 𝗧𝗢 𝗗𝗜𝗦𝗖𝗨𝗦𝗦 𝗙𝗨𝗥𝗧𝗛𝗘𝗥. Talk soon! Hannah
    Featured Skill Consulting
    Shopify
    Ecommerce Marketing
    Figma
    Marketing Strategy
    Business Consulting
    Influencer Marketing
    B2C Marketing
    Klaviyo
    Retail & Consumer Goods
    Email Automation
    Email Marketing
  • $45 hourly
    I Design Presentations, Create Pitch Decks, and Provide Business Consultation professionally. As a Presentation Consultant I live and breathe this stuff every day. My presentations utilize effective messaging and visuals based on presentation psychology, business consultation, and limbic techniques. My experience as a Consultant and Co-Founder in multiple industries has enabled me to create and present PowerPoints & Pitch Decks to a wide-range of viewers including Fortune 500 clients, hundreds of Insurance Agencies, to some of West Coast’s leading Investment Firms. I have designed and created professional content ranging from Product Presentations, Investor Pitch Decks, Data Visualization Decks, Company Websites, to MobileUI/UX. I promise every client: 1) A Creative & Efficient Presentation 2) A Quick Turnaround 3) Clear & Open Communication 4) Professionalism My Skills Include: 1) Content Creation 2) Presentation Design 3) Business Consulting 4) Microsoft PowerPoint 5) Infographics 6) Social media 7) Business Writing I promise every client the utmost professionalism and quality on every presentation. I look forward to working with you!
    Featured Skill Consulting
    Business Writing
    Business Consulting
    Marketing Strategy
    Content Creation
    Microsoft Office
    Presentation Design
    Infographic
    Data Visualization
    Google Slides
    Microsoft PowerPoint
  • $175 hourly
    I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.
    Featured Skill Consulting
    Disaster Recovery
    Legal Entity Structuring
    Research & Development
    Tax Strategy
    Business Valuation
    Estate Planning
    Strategic Plan
    Tax Planning & Advisory
    Mergers & Acquisitions
    Business Consulting
    CPA
    Tax Law
    Tax Preparation
  • $80 hourly
    Hi, my name is Ethan. Thanks for looking at my profile! I pride myself in being a professional and knowledgeable consultant. I specialize in two main areas: HR consulting and payroll. Many of my clients are founders, organizations, and companies seeking to enhance their operations, develop plans, policies or procedures, and fill various interim roles. Among my past clients I have various startups, educational institutions, law firms, fitness centers, and small businesses in the United States, Canada, Mexico, the United Kingdom, France, Ukraine, and Japan. My finest clients are the ones with disruptive ideas and diverse backgrounds. I ask questions, do diligent research, and propose valid solutions. Not only do I consult Upwork clients, I also manage a consulting firm with offices in San Diego and Sacramento. Within my profile, I encourage you to read my “Professional Promise”, consulting portfolio, “Other Experiences” section, and skills. I look forward to hearing from you and assisting you in reaching business goals.
    Featured Skill Consulting
    Job Posting
    Employee Communications
    Employee Engagement
    Employee Training
    Human Resources Compliance
    Human Resources Consulting
    Payroll Accounting
    Management Consulting
    Employee Relations
    Employee Motivation
    Business Consulting
    Human Resources Strategy
    Human Resource Management
    Employment Handbook
    HR & Business Services
  • $240 hourly
    | EXPERT AIRBNB ADVICE FOR A MATURING MARKET | Airbnb is now an industry where experience counts. I'll give you a high-performing Airbnb, or help you plan an exit strategy. I'm an Airbnb expert with more than 5,000 Airbnb Reviews and a 4.95 Star Airbnb rating. My clients beat averages because I know what it takes to make your property succeed - let's boost your bookings and revenue together! Keep reading for more details, or message me to learn how I can help. ⏳NOTE SPRING 2025: I will be on leave the last week of April through early May while my husband and I welcome the newest member of our family. I will be available to existing clients on a limited basis, and responding to new inquiries within a few days, but will not be available to start new projects until the 2nd week of May. As many northern hemisphere hosts are approaching peak season in saturated markets, I encourage clients interested in a consultation to reach out as soon as you're ready to schedule so we can reserve a time for our call. 🌐 **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. 💰 Budget-Conscious Options for Existing Listings 1️⃣ Consulting Calls ($240/hour): You'll get targeted advice on how to get more bookings. *(1 hour)* 2️⃣ Pricing Analysis ($480-$720): Get a competitive pricing strategy in a detailed spreadsheet with data from your market. 3️⃣ Intensive Listing Checkup ($675): 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 elements of #2 and #3). 🚀 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; $480-$960 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 knowledge and experience, 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
    Featured Skill Consulting
    Space Planning
    Price Optimization
    Communications
    Hospitality
    Hospitality & Tourism
    Strategic Plan
    Travel Planning
    Business Consulting
    Process Improvement
    Content Writing
  • $150 hourly
    Professional Summary 33 years of profitable business operations experience concerning US Government Prime and sub contracts. Author of FAR/DFAR compliance programs for owned companies and corporate clients. Subject matter expert in Prime contract/subcontract RFP responses/proposals, negotiation and audit for contracts subject to the Truthful Cost and Pricing Data Act (formerly TINA). Highlights • Applied cost accounting skills overseeing direct and indirect cost analysis • Commercial assertions and determinations for products and services • RFP/RFQ/RFI responses • Incurred Cost Proposal (ICP) submissions • Proposal support • Experienced in CPSR preparation, evaluation and post survey compliance programs • Experienced in DCAA audits of FFP w/EPA, Cost Plus and T&M contracts • Executive, management, consulting and training experience
    Featured Skill Consulting
    Contract Management
    Federal Acquisition Regulations
    Purchasing Management
    Financial Analysis
    Business Consulting
    Supply Chain Management
    Business Proposal Writing
    Proposal Writing
  • $150 hourly
    I help B2B tech and services executives build board-ready strategic plans, go-to-market strategies, and M&A/exit roadmaps that actually get adopted and drive results. Whether you’re expanding into new markets, launching a new product, or presenting a major growth initiative to your board, I bring the research, frameworks, and storytelling to back it up. I’ve worked with 110+ founders, CEOs, and investors - from startups/scaleups to enterprise - solve high-leverage problems at the intersection of strategy, growth, and capital. Who I Work With: 🧠 Executive Teams & Boards (PE, VC, Founder-Led) - Commercial due diligence and strategic growth planning - Market expansion, product launches, or portfolio repositioning - Executive and board presentation development 🚀 High-Growth Startups - Go-to-market strategy & growth modeling - Positioning and pricing strategy - Investment narrative & pitch refinement Selected Results: $950M Acquisition: Built GTM & product strategy to commercialize an internal iPaaS for a PE-backed logistics company; became a key pillar of the $950M exit. $36M Exit: Led go-to-market transformation of a FinTech, increasing valuation 55% in 7 months. $2.4M ARR Growth: Developed a unified “Health Intelligence” platform strategy for a $20M HealthTech firm—exceeding growth projections by 2.4M in 12 months. $40M+ Raised: Helped early-stage companies craft investor-ready narratives, models, and decks that secured over $40M in funding. 75+ B2B Services CEOs: Scaled premium services firms to 70%+ margins, 7-figure deals, and defensible category leadership. Experience Across Industries: AI / ML | SaaS | HealthTech | FinTech | Infrastructure | Supply Chain | Web3 | IoT | Agencies | Tech-Enabled Services
    Featured Skill Consulting
    Strategic Plan
    Business Plan
    Fundraising
    Marketing Strategy
    Business Modeling
    Business Consulting
    Business Management
    Investment Preparation
    Market Research
    Market Analysis
  • $100 hourly
    ⚡️ Streamline your operations ⚡️ Build systems that scale with you ⚡️ Run your business without chaos Most business owners and their teams are slammed with work and don’t have the time, energy, or patience to figure out how to make Notion actually work for them. That’s where I come in — I build clear, efficient workspaces. My custom-built systems are designed to significantly reduce the time you spend managing your business operations, so you can get back to the work you enjoy. As a Notion consultant — and an Official Notion Ambassador — with over a decade in operations, tech, and systems strategy, I help business owners and teams work through the messy, often overwhelming process of organizing how their business runs. I combine deep systems thinking with hands-on Notion expertise to design workspaces that cut through the chaos, support your workflow, and bring lasting clarity to your day-to-day operations — whether you’re running a team, managing clients, or scaling your services. Here’s how I work: ⚡️ We start with a 20-minute discovery call where I learn about your business, your challenges, and how I can help. ⚡️ If we’re a good fit, I onboard you with a comprehensive 3-part questionnaire to gather the details I need, followed by a full audit of your current setup (if you have one) and a strategy call to map out your workflows and priorities. ⚡️ From there, I begin building and refining your workspace. You’ll get access to review and test the system, and we’ll go through a feedback loop to make sure it works the way you work. ⚡️ Once everything’s solid, I provide training, documentation, and async support as needed. Then I hand it off cleanly — with email support to make sure you’re set up for long-term success. I help clients with: 📍 Workspace Overhauls 📍 Operations + Workflow Audits 📍 Complete Workspace Builds 📍 Dashboard + System Design 📍 Project + Task Management Systems 📍 Knowledge Bases + SOP Libraries 📍 Client Relationship Systems 📍 Content + Editorial Systems 📍 Custom Workflows + Automations 📍 Training & Team Onboarding Shoot me a message to book a free 20 minute consultation!
    Featured Skill Consulting
    Business Consulting
    Knowledge Management
    Project Workflows
    Zapier
    Notion
    Marketing Operations & Workflow
    Process Development
    Process Improvement
    Business Process Automation
    Business Operations
    Technical Support
  • $75 hourly
    Would your project benefit from a successful key and national accounts retail sales manager in the consumer goods industry? With over 30 years of experience and success in managing retail accounts, including Target, Target.com, and Overstock.com. And yes, I have been working with Amazon for the past 20 years on both sides of the platform (both vendor and seller). Provides you with a seasoned professional who can tackle a wide range of your project needs. With abundant hands-on experience in ‘all phases’ related to retail sales management and sensitive to the needs of the consumer goods manufacturer or online seller, your project(s) will be professionally completed on time and within budget. Your projects will also benefit from my interests, which include sports, golf, health & fitness, and travel. Please read below for more specific ways I can ensure your project's success. ~SELLING TO AND SELLING ON AMAZON~ Are you seeking expertise in all things Amazon? With 20+ years of experience managing Amazon, from 1P (Vendor Selling to Amazon Retail) to 3P (Third-Party Seller on the Amazon Platform), I can provide a wide range of support and services designed to help you complete your project. This is where my experience will be most beneficial to your needs. Amazon does not assume the risk of inventory until a solid history of the product is established. There are now ways for vendors to fast-track the process through ‘Born to Run’. My strength lies in utilizing Vendor Central and Seller Central to build and optimize Product Detail Pages (PDPs), which will help support your efforts in quickly moving products onto the platform. How do you price products on Amazon? My 20+ years of experience dealing with Amazon have taught me the intricacies of pricing on the Platform. This experience can help you save a significant amount of money, which can provide the funds needed to advertise on the Amazon platform. Distribution into FCs (Fulfillment Centers) is another critical step in the process. This gives you closer proximity to the ultimate consumer by leveraging PRIME delivery. Speed kills in this space, and consumers love it. Let me provide professional support in getting your product moving with velocity through the distribution network. ~ DISTRIBUTION & CHANNEL MANAGEMENT ~ This aspect becomes increasingly critical in the online retail world. Distribution decisions determine so much as they relate to brand relevance and margin integrity. With over three decades of experience, I will provide you with vital support in completing your projects efficiently, on time, and in a cost-effective manner. Let me offer this first-hand knowledge as you navigate your way through the various levels of distribution and tap into all channels applicable to your brand. Top-line growth is one thing, but the bottom line is also essential in sustaining customer satisfaction with the brand. Is your ‘average selling price’ above or below the threshold of profitability for the retail account? So many questions to ponder in this fast-paced environment. I would be happy to offer my expertise in support of the project(s) you need completed. Your satisfaction is my priority! ~ ADVERTISING AND PROMOTION ~ The retail world has evolved from print to desktop, to mobile, and now through social media when it comes to advertising products and brands. How and when to advertise can be a million-dollar question, but it is undoubtedly your avenue for building traffic in-store or online and ringing up sales. Price remains the primary driver in getting customers to buy, but the optimization of keywords and enhanced content is becoming increasingly critical every day. The sooner your product shows up in search, the better. Think about the technology behind search and product rankings. It isn’t just price… There are certain times throughout the year when consumers are most likely to make a purchase. Are you playing in that space? Let me offer some perspective on planning your promotions. Don’t let the competition jump over you in product rankings or beat you to the ‘buy box’. Advertising and defending your brand online is now a crucial part of the puzzle. PPC (Pay-Per-Click) bidding also requires scrutiny when aligning monthly budgets. It is my mission to support your project's needs in this critical phase as well. Are you looking for a seasoned professional to help with your project needs? I guarantee your satisfaction with the thoughtful and timely completion of your project. The following list of skills will also benefit your project needs. • Competitive Analysis • Merchandising • Forecasting • Product Marketing * Multi-Channel Distribution • Helium 10
    Featured Skill Consulting
    Amazon Seller Central
    Business
    Business Consulting
    Inventory Management
    Business Development
    Amazon Vendor Central
    Amazon FBA
    Business Management
    Retail Sales Management
    Sales Strategy
    Retail Merchandising
    Sales Promotion
    Sales & Marketing
    Retail & Consumer Goods
  • $50 hourly
    I am a Certified Senior HR Professional with over 15 years of experience specializing in small business & startup HR Operations and Compliance including: Handbooks, Policy Development, Compliance, Strategic HR development, Organizational Structure, Employee Relations, Benefits, etc.. I also have 5yrs in Corporate Finance & Accounting, giving me the unique ability to understand both the business and people sides of an organization. I enjoy assisting business owners with needs that they simply don't have the time, expertise, or resources to address effectively. This allows their business to focus on what it does best while helping them create & implement HR operations to improve employee and organizational performance and minimizing employment practice risk. I have worked with companies that have employees in almost all 50 states and am well-versed in multi-state and federal compliance. My clients range from 2 people startups to 75+ employee established businesses. I work with clients across a wide array of industries and tailor client deliverables to meet company culture and industry standards. AREAS OF EXPERTISE: *Handbook & Policy development *Employee Relations *Employee Communications and Documents *Performance Management *Workforce Planning *Talent Acquisition, Development, and Management *Compensation & Benefits (including strategy and open enrollment advising) *Compliance & Risk Management *Strategic Human Resource Management *Basic Bookkeeping *Account/Bank reconciliations *Budgeting QUALIFICATIONS: *MBA - Human Resources Management *SPHR (Senior Professional in Human Resources) *SHRM Certified Professional & Member *Certified Human Capital Strategist *Graduate Certificate in Accounting
    Featured Skill Consulting
    Job Description Writing
    Compensation
    Human Resources Compliance
    Benefits
    Business Consulting
    Performance Management
    HR Policy
    Employee Relations
    Human Resources Strategy
    Compliance
    Human Resource Management
    Employee Engagement
    Employee Training
    Human Resources Consulting
    Employment Handbook
  • $65 hourly
    If you're looking for a knowledgeable writer who can break complex topics into an easily-digestible read, I am the perfect fit. Even better, I understand how to appeal to target audiences: whether your audience consists of the general public, CEOs, or Judges. I'm a lawyer with experience in virtually every practice area (trusts/estates; contracts; family; immigration; real estate; employment law; business; intellectual property...). I had my own firm so I'm familiar with law office management, marketing (including social media, content marketing, blogging, SEO, e-newsletters, seminars...) human resources, workflows, and legal technology. I have also started a non-profit foundation, planned & pulled off lucrative fundraisers, lobbied legislatures (successfully), analyzed bills & policy, and I ran for office. Yes, I've dabbled in a little bit of everything! I have written everything from website copy to federal appellate briefs-with outstanding results. Chances are, if you need something written-I can provide you with work that will knock your socks off! Bonuses: I'm a native English speaker, with a law degree, and I work from home-so that means faster turn-around and less expense for you!
    Featured Skill Consulting
    Website Copywriting
    Legal Writing
    SEO Writing
    Legal Research
    Business Consulting
    Internet Marketing
    Blog Writing
    Newsletter Writing
    Editing & Proofreading
    About Us Page
    Copywriting
    White Paper
    Landing Page
    Content Writing
  • $68 hourly
    Hi, I’m Emily — a PMP-certified Project & Operations Manager with 7+ years of experience helping mission-driven teams, startups, and agencies get their stuff together (for real). Most of my clients come to me overwhelmed by scattered systems, messy handoffs, and stalled projects. They’ve outgrown their current setup but don’t have time to fix it—or they’ve tried, and it didn’t stick. That’s where I come in. I help turn chaos into clarity. I translate big ideas and scattered notes into actual plans, clean systems, and repeatable processes. I’m often the go-to when a business is growing fast and needs someone who can lead, organize, and steady the ship. Here’s what I help with: 📅 Planning projects and timelines that actually get followed 🧩 Setting up and streamlining CRMs and PM tools (HubSpot, Monday.com, Zoho, Cloze, Trello) 📂 Documenting the stuff that lives in your head or scattered across your team ⚡ Supporting your team with transparency, accountability, and alignment 🌱 Bringing structure that supports growth—without slowing you down I’ve worked in government, nonprofit, and corporate spaces, always with a people-first, solution-focused lens. I care about making your business work better—not just look organized. If you’re ready to get out of reaction mode and build systems that support your actual goals, let’s talk.
    Featured Skill Consulting
    Collaboration Tool
    Google Cloud Platform Administration
    Diversity & Inclusion
    Productivity Tool
    Operations Management Software
    CRM Software
    Executive Support
    Agile Project Management
    Business Consulting
    Project Management
    Waterfall
    Organizational Development
    Communications
    Team Alignment
    Task Coordination
  • $180 hourly
    ✅✅Specializing in helping business leaders and entrepreneurs identify and fix their most critical business problems (the weakest link) 🔗. Strategic. Data-Driven. Growth-Oriented. With 25+ years of leadership experience, I help businesses scale efficiently by optimizing operations, streamlining processes, and building high-performance teams. As a Fractional COO, I specialize in business transformation, operational efficiency, and process automation, ensuring companies achieve sustainable growth while maximizing profitability. 🔹 Expertise & Services: ✅ Business Process Optimization & Automation ✅ Operations Strategy & Scalable Growth Planning ✅ Performance Improvement & KPI Development ✅ Team Development & Leadership Training ✅ Change Management & Business Turnarounds ✅ Customer Experience (CX) & Journey Mapping ✅ Financial & Resource Planning for Sustainable Growth I've led multi-million dollar projects, worked with PE-backed firms, and built strategies that improve efficiency and profitability. Whether you're a startup needing structure or an established company struggling with inefficiencies, I provide hands-on leadership and strategic oversight to drive measurable results. Let’s discuss how I can help your business scale and thrive. 🚀 Industries Served: 🏥 Healthcare & Telehealth | 📈 SaaS & Tech | 🚀 Startups & PE-backed Companies 💡 Let’s connect! Whether you need a strategic operations partner or a problem-solver to fix inefficiencies, I’m here to help. Send me a message, and let’s explore how I can support your business success.
    Featured Skill Consulting
    ClickFunnels
    Project Management Professional
    Business Presentation
    Project Management Office
    Business Operations
    Strategic Planning
    Process Improvement
    Healthcare Management
    Management Consulting
    Customer Experience
    Leadership Development
    Business Consulting
  • $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.
    Featured Skill Consulting
    Business Consulting
    Training & Development
    Project Timelines
    Contract Negotiation
    Vendor Management
    Event Management
    Event Planning
    Project Risk Management
    Zoom Video Conferencing
  • $75 hourly
    🟢 MY BACKGROUND Whether you need to launch a product, grow your audience, generate more sales, or secure investor funding, I deliver measurable results. I'm a marketing & business strategist with a design core & bring a vast perspective to your project from over 15 years of experience in NYC working with 10+ startups, agencies, and global brands like Universal Music, iHeartRadio, & Sotheby’s. As a two time entrepreneur, I understand your challenges and approach the project with an empathic problem solving capability. My proven expertise in go-to-market strategies and growth marketing ensures maximum impact at every stage of your journey. I’ve honed excellent communication and listening skills teaching digital marketing at universities including Columbia, Rice, and Pace, where I’ve graduated hundreds of students who’ve gone on to work at companies such as Bloomberg, ESPN, Disney, and Calvin Klein. In my remaining time I engage in my meditation practice and create music. 💎 While I’m new to Upwork, I’m not new to delivering exceptional results. Think of me as the hidden gem on here! 🟢 WHAT I OFFER • Go-To-Market Strategy • Growth Marketing • Design (Web) Additional Services • Brand (Value Proposition, Positioning) • Market Research & Testing • Campaign Management 🟢 INDUSTRIES I'VE WORKED IN Healthcare, Wellness, Mental Health, Spirituality | Media And Entertainment | EdTech | Real Estate | Consumer Goods | Fashion | & More. 🟢 MY METHODOLOGY I combine insights from human psychology, emerging technology, and data-driven strategies to produce creative solutions aligned with your goals utilizing the lean startup methodology. I'm an expert at the latest tools of the trade (A.I., Creative, etc.) 🟢 THE "X" FACTORS Entrepreneurial: As a problem solver, whatever it is -I'll get it done and you'll save time. Excellent Communicator: I simplify the complex and understand your actual needs. Big Picture+Details: I set a clear vision as well as the steps on the way there. Creative And Analytical: Top-quality design created based on data to drive impact. Easy & Fun To Work With: Hey, this can be a super pleasant experience! We're creating things :) 🍀 Let’s connect and take your project to the next level! Book a discovery call to get started. 🚀
    Featured Skill Consulting
    AI Content Creation
    Video Editing
    Social Media Strategy
    Content Marketing
    Web Design
    Ecommerce
    Business Coaching
    Startup Consulting
    Business Consulting
    Digital Marketing
    Marketing Consulting
  • $40 hourly
    I have 7 years of diversified experience working as a Consultant and bookkeeper in Assurance and Business Advisory Service Line and served various industries during my professional career in various roles and job descriptions. I was involved in the review of internal control framework and map it with ADAA prescribed internal control framework (COSO) during his role in Internal Audit in a UAE based global Dynamic-Sourcing-Entity engaged in sourcing of Home Textiles with a global footprint across Europe, America and the MENA region. As a part of review, he reviewed the internal control framework, identified gaps in internal controls system with ADAA prescribed framework and developed implementation plan to address those gaps. He was also responsible for Business-Process-Reengineering of supply chain and contributed towards bringing efficiency and effectiveness in the procurement and ordering processes and reducing lead time. He efficiently uses PwC’s tools for his work. I was involved in the BPR most recognized and distinguished hospitality brand with presence across 7 cities. During the course of assignment, I was also involved in the Demerger of Food Division and the remaining divisions into two separate entities. Work on Demerger included Business Valuation (using PwC e-Valuation), feasibility of demerger, cost –benefit analysis, valuation of assets (including intangible assets e.g. Brands, customer lists etc.), post-demerger synergies, tax implications and benefits from de-merger and survival plans including cash flow projections, budgets and development of Internal Controls and Business Processes I worked Pepsi Cola (Snacks Division) for a period of 3 months. I was involved in overseeing the Manufacturing and Inventory Management. My JD also included preparing budgets for the weekly production targets including regular updating of BOMs, thorough overview of the Internal controls over movement of raw materials, work-in-process and finished goods throughout the manufacturing process. He was also responsible for reporting any failures in the Key Controls (KC) and advising and developing better processes to ensure compliance with KCs. Waste & Scrap Management and budgeting and Cash flow forecasting for the Plant’s operations was also in the scope of my job description. I was involved as a key engagement member in the Third Party Validation & Assurance over the 3-Dimensional-Disbursement-Process first time used in Pakistan on large scale by a Provincial Government for the relief of the victims of the Floods by a Government backed Disaster Management Authority. My role included testing the operating effectiveness of controls over disbursement process, obtaining feedback from the users and preparing Accept-Reject testing over the process to include in the Final Deliverables to client. I was also involved as a key engagement member in the TPV & Monitoring-of-controls over disbursement of the biggest lending of Micro-finance loans for individual entrepreneurs by Government in the history of the Pakistan. I was involved in various roles in statutory audits of the numerous clients. My roles included the following: -Leading the team and guidance and review of the work of team members. -Developing business & the overall industry understanding. -Developing process understanding of key areas including Revenue and Receivables, Production and Inventory, Property Plant & Equipment, Human Resource, Working Capital, Purchasing & Payables, Cash & Bank Management & Administration and Operations. -Using PwC’s Audit techniques and tools to efficiently perform the Audits including PwC’s Audit Guide, PwC Inform, PwC Connect, Halo and Global Template Manager etc. -Developing control testing plan by obtaining understanding of the process, identifying key risk areas and controls implemented and evaluating the operating effectiveness of the controls. -Analyzing and evaluating the underlying assumptions of cash flow forecasts, projections and budgets to evaluate the Going-Concern assumption of the clients. -Performing Risk Assessment Analytics to identify elevated risk areas and forming audit plan to address the assessed risks during the course of Audit. -Review of Minutes of BOD’s Meetings to understand the development and forward direction of business and preparing and presenting communication plan. -Development and execution of Audit Plan including calculation of materiality, evidence gathering procedures and substantive analytical procedures to efficiently perform the engagement. -Evaluating the accounting policies and estimates. First time adoption of IFRS 09, IFRS15 and IFRS 16. -Completion and drafting the audit report, reviewing and finalizing the working papers for assignment.
    Featured Skill Consulting
    Accounting Principles & Practices
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  • $90 hourly
    Former CFO, excel master. Passionate about finance, scenario planning and valuation. Founder mindset.
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  • $250 hourly
    One of the best tax Experts, tax planners and tax stratergy advisors for business and individuals, Please contact only if you are looking for an expert who can help you achieve your financial goals. As a very-knowledgeable CPA, Jyoti Raj Adhikari has served countless businesses and individuals all across US with his very practical understanding of complex tax laws, rules and accounting principles and practices. Jyoti has planned and saved millions of taxes to businesses in his 17 years of career as a tax expert, Jyoti accepts only those clients who are serious about their finance and aims to hit high level rather than saving couple thousands of taxes in current year. Jyoti immersed himself in the world of Tax, Accounting and Business Consulting, helping his clients to succeed in their endeavors. He is working with numerous clients and providing them opportunity to use their valuable time to fully focus on their business and reach their full potential. Jyoti has worked for more than 10,000 different clients as a CPA, contractor, freelancer, accountant,, tax planner and a business consultant. Jyoti specializes in various areas of taxation including financial analyis for busimess aquisition; finanical health analysis, long term busimess stratergic planning,, real estate planning, stock trader’s tax matter, foreign holdings taxes, Expat taxation, capital gains tax, sec 1031 exchange and many more. He is dedicated to providing the best service possible with his team of motivated professionals.
    Featured Skill Consulting
    Financial Audit
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    CPA
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    Tax Law
    Tax Preparation
    Tax Planning & Advisory
    Payroll Accounting
    Accounting Principles & Practices
    Bookkeeping
  • $75 hourly
    When handoffs break down, team members work in silos, or tools like ClickUp start to feel more chaotic than helpful — it’s time for structure, clarity, and support. That’s where I come in. As a fractional project manager and operations consultant, I partner with teams to streamline delivery, align workflows, and clean up the systems they rely on every day — whether you're a lean internal crew or a multi-layered org. ✅ 15+ years of experience in project and operations management, including Fortune 500 work ✅ Deep experience supporting remote teams — including digital marketing agencies, OBMs, accounting firms, and course creators — in streamlining workflows and delivery ✅ Known for translating messy, half-working setups into simple systems teams can actually use ✅ Calm, strategic, and hands-on — I don’t just design the system, I help you implement it Clients have described working with me as “ClickUp therapy” — not because I fix the software, but because I help make the chaos manageable again. One shared: “RoseAnn is exceptionally good at thinking through not just the software but the business process as well. She can leverage the software to actually accomplish in your business what you thought the software would do in the first place… The ability to translate goals into actions is a rare trait at which RoseAnn excels.” You can find additional verified client feedback on my profile, including projects involving ClickUp overhauls, team-wide PM consulting, and custom Airtable CRM builds. If you’re dealing with tool fatigue, process breakdowns, or a backlog of half-finished solutions, I can help you cut through the noise, find what’s not working, and create a setup that does. Let’s simplify what’s overcomplicated. Send a message and we’ll talk through where your systems need support. 📈 Client Projects + Feedback Workflow Optimization for Digital Marketing Agency ⭐⭐⭐⭐⭐ " Working with RoseAnn was an absolute breeze! She is professional, methodical, experienced and helped to guide us through this process. We loved every minute of working with her! Reliable, high quality work and good value for the money! " Anna P. - Project Manager, Amé Digital Agency Custom CRM + Automation Build for Online Course Creator ⭐⭐⭐⭐⭐ "I can recommend working with Rose-Ann because I was very happy with the work she’s done for us. She really took the time to understand our business and its specificities and came up with a CRM system that was tailor-made and suited our needs. Rose-Ann is knowledgeable and goes the extra mile to find solutions even if it's beyond her scope of work. She is patient, professional, and reliable. A true pleasure to work with!" Fadima F. - Online Business Manager, INNATE Traditions Project Management for Fortune 500 Asset Management Company ⭐⭐⭐⭐⭐ "I had the pleasure of working with Rose-Ann for a number of years - over the last year she worked with me to lead an enterprise-level project for the Fixed Income Risk department and did an amazing job. She worked closely with multiple business and technology teams to deliver against project objectives by providing project leadership for activities related to planning using Agile methodology, coordinated business/system requirements, as well as quality assurance testing and stakeholder communication. In addition to that, she proactively mitigated risk, effectively resolved issues, and produced quality deliverables. The project launched on time and Rose-Ann was a key reason why it did. Overall, I feel Rose-Ann has sound business knowledge, planning, analysis, and project management skills and is a great asset to any project she takes on." Sal V. - Sr. Program Manager for Fortune 500 Asset Management Company
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  • $125 hourly
    Are you a business owner looking to gain traction and scale sustainably? With over 15 years of experience in business operations, I help ambitious companies find direction, streamline operations, and set a solid foundation for growth. As a Fractional COO and EOS Integrator, I bring both strategic insight and hands-on, results-driven execution to every project. How I Help Businesses Thrive: Operational Excellence: I focus on building structured processes, aligning teams, and implementing scalable systems that support sustainable growth and drive traction. Proven Results: From a 600% revenue increase to a 50% improvement in organizational alignment, I’ve guided companies to measurable success. My approach is always client-centered, ensuring impactful results that move the needle. Specialized Expertise: Whether your business needs a comprehensive assessment, growth planning, or full EOS implementation, I bring the structure, clarity, and focus needed to succeed. Let’s connect to discuss how I can help your business grow, gain traction, and achieve long-term success. I’m here to be the strategic partner that takes your business to the next level.
    Featured Skill Consulting
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  • $125 hourly
    I’m a Business Consultant and CEO of Animus Consulting Group, with over 10 years of experience building operational infrastructure and strategic systems for startups and scale-ups. I specialize in helping founders and leadership teams scale sustainably - by aligning people, processes, and systems around clear, achievable milestones. My background in Industrial/Organizational Psychology and Behavioral Strategy allows me to optimize not just what a company does, but how it does it - from team dynamics and internal workflows to customer-facing systems and strategic roadmaps. My work spans across three core areas: - Help founders go from idea to execution by building systems, selecting tools, and defining roles from the ground up. - Establish core operations, SOPs, and team infrastructure to stabilize startups and support early-stage growth. - Streamline workflows, improve cross-functional collaboration, and set up data-driven processes to enable scale-ups to grow efficiently. While the strategy always comes first, I’m hands-on with dozens of tools across operations, automation, CRM, and internal systems, including: - Power BI, Tableau, most custom reporting in Excel/Sheets - Zapier, IFTTT, Workato - ActiveCampaign, HubSpot, Salesforce, Maropost - ThriveCart, ClickFunnels, Shopify - WordPress, HelpScout, Asana, Monday, Jira - AI productivity and automation tools (there's too many to list, but I stay updated on most the new tech our there) From strategic planning and operational architecture to team development and systems implementation, I serve as a fractional COO and trusted advisor to growth-stage companies. I help leadership teams build scalable foundations, align execution with strategy, and drive sustainable performance - without cutting corners.
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  • $35 hourly
    Emmanuel has worked with over 500 clients, created 2000+ business plans and investors documentations, and helped raised over $500M in business funding, bank financing, SBA loan, and investor capital. Key Highlights:: ✅ Top 1% Business Plan Writer on Upwork, Financial Modelling Expert, and Pitch Deck Designer ✅ 100% Positive Client Feedback due to 99% Funding Rate via SBA Loan, Bank Financing and Investors ✅ Specialist Consultant for top 5 financial institutions in North America ✅ Proven Results with verifiable client remarks spanning over 5years on Upwork ✅ 97% Repeat Client Rate - "5/6 clients re-hire me for future projects" About Me:: First, let me share with you, what past clients said about me:: • Emmanuel is an excellent business plan writer who values every single dollars and we are super thankful to him for working with us on a tight budget. In the end, he delivers a mind-blowing business plan, business proposal, and also completes our business case profile. It is a privilege's to be recommending him. Thanks again for your help - James Albert from Florida, United States • Myself and my wife had a tough time choosing a business plan writer on this platform, but this guy caught our attention and we decided to give him a chance. For more than 20 years, I and my wife have never been in agreement over a single decision, but today, we unanimously agreed that Aina is a professional business plan writer and we are happy we worked with him. Less I forget, our business plan has been approved! Laura and Mathew. Second, get to know about me:: For over a decade, I have worked as a Business Plan Writer, Executive Business Plan Reviewer, and Funding Incubator Officer and I have been involved directly in the successful planning and implementation of over 100 startups - in over 20 countries, including the United States of America, Canada, Australia, United Kingdom, UAE, Europe, and the rest of Africa. As a Business Plan Writer with incredible business writing skills, business planning strategy, business modelling, business plan, and business continuity planning capability, I have worked with leading organizations that are responsible for funding startup businesses in North America - this includes, SBA loan departments, small scale business banking institutions, and crowdfunding agencies for startup entrepreneurs. Through my on-the-job work experiences with these organizations, I have gathered unrivaled expertise needed to write WINNING BUSINESS PLANS that SBA offices, BANKS, and INVESTORS are looking for and I know how to craft a business plan that will compel loan organizations and grant providers to sign the approval document. Third, why I'm I special and what makes me amazing? ✅ I have worked directly with entrepreneurs, business owners, business managers, and CEO's of startup businesses and I have helped them in raising over $500M in investment funding. So, I know what it takes to write incredible business plans that is relevant and effective. ✅ I have proven academic pedigree and work experience that makes me a top flying candidate; including bachelors degree, masters of business administration, project management certification, and I have over a decade experience in business consulting, business coaching, and business case documentation writing. ✅ Having worked within the SBA funding disbursement department, I have first hand knowledge about what the SBA offices are looking for in a business plan. By combining my writing fluency with my work experience - I guarantee that you will receive a COMPLETE BUSINESS PLAN that will transform your vision into a lender-ready, investor-attracting document that eliminates red flags, builds credibility, and gives your startup the best shot at securing funding 📊📉📄. I have the capability to write a winning business plan for a trucking, logistics, transportation, home care, elders care, restaurant, bar/wine, coffee/tea, real estate, hospitality, medical, fitness &gym, retail/wholesale, cannabis, agriculture, eCommerce, and all types of businesses. Contents Included • Executive Summary • Company Description • Business Overview and Summary • Mission and Vision Statements • Goals, Objectives, and Milestones • Products and Services • Industry Analysis and Summary • Market Statistics and Reports • Industry Summary, Facts, and Figures • Economic Relevancy and Analysis • Strategy and Implementation Summary • Execution Strategy and Plan • Marketing Plan, Social Media Plan, and Offline Plan • SWOT Analysis • Financial Analysis and Excel Spreadsheet Please send me a message to learn more about your needs and to discuss why I am the most qualified freelancer to help you make a difference and help you get the loan, investment, and funding that you need for your business launch, project scaling, and startup funding. Best Regards, Emmanuel
    Featured Skill Consulting
    Pitch Deck
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    Grant Writing
    Marketing Plan
    Financial Plan
    Investor Overview
    Executive Summary
    Business Writing
    Business Plan
    Business Strategy
    Business Proposal Writing
    Business Planning & Strategy
    Business Plan Writing
  • $120 hourly
    Ill Keep it simple for you... If you need the absolute best when it comes to developing a lead intake, and sales process I'm the person you go to. I am a certified Pipedrive Partner and number one Pipedrive Consultant on Fiverr. I can automate, integrate, and develop any automations needed for your goals to become a reality. Any questions please don't hesitate to message me!
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  • $100 hourly
    I have been worked with over 80 businesses as a Social Media Strategist beginning in August of 2020. The things that I assist with includes but are not limited to: Video Content Creation Social Media Management UGC Content Custom Marketing Strategy Implementation Community Engagement Social Media Management Coaching Hashtag Research Brand Launching Content Creation Creative Direction and more!
    Featured Skill Consulting
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    Asana
    Social Media Content Creation
    Video Editing
    Social Media Advertising
    Video Editing & Production
    Video Advertising
    Google Workspace
    Problem Solving
    Sales & Marketing
    Influencer Marketing
  • $100 hourly
    Elevate Your Business to new heights. Are you striving for exceptional growth and operations? Unlock the full potential of your organization with a results-driven professional ready to transform your business landscape. I am a results-driven professional with an extensive career characterized by successful C Level, small business and start up projects impacting Marketing, Sales, Proposal Development, Strategy, and Process Improvement. I have completed over 100 projects affecting $30M in sales growth and increased profit across manufacturing, information, service, nonprofit and financial sectors. Ask me about: Boosting Income with Marketing, Sales, and RFP Proposal Development: • Go-to-Market strategies • Digital Marketing techniques- HubSpot certified. • RFP response proposals • Navigate federal GSA, SAM.gov, state, local, and private entities Boosting Profit with Strategy and Process Improvement Projects/Workshops: • Set and achieve organizational goals • Develop strategic roadmaps, game-changing initiatives, and yearly plans • Implement Lean Six Sigma methodologies for cost and cycle time reductions • Implement improvements in your bottom line Boosting Productivity • Create standard procedures • Create effective work flows • Learn to use productivity tools Standard rate is for an hour long Zoom meeting. Lower rates apply to extended projects based on complexity. Contact me for details. I am ready to help you propel your organization forward.
    Featured Skill Consulting
    Resume
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  • $40 hourly
    Hi, my name is Troy Barrett. I primarily work directly with C-Suite level shareholders, and most of my experience comes from start-up ventures where I have been responsible for providing CTO, CMO, and COO consultation/fractional roles. My extensive background allows me to work successfully across departments. I have also been a top GoHighLevel engineer for 3+ years. I’ve worked in some capacity or another with 100+ small to medium-sized companies across all functions of Go High Level, including web design, SEO, media buying, attribution reporting, team hiring and training, call center operations, affiliate payout structures, course building, and much more. Broad background • Ongoing consultation with aligned brands via revenue-sharing partnerships • System Architect for a $M+ Lead Gen venture across various independently owned and operated solar companies • US Military Instructor • 10+ years U.S. Navy Electrical Engineer • Columbia University Comp Sci (student and teaching roles) ---------------------------------- Causes I Care About ... Community Forward • Economic Empowerment • Education • Human Rights • Poverty Alleviation • Science and Technology • Social Services
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  • $120 hourly
    My goal is to provide you and your existing team with the support they need to be effective, make a lot more profit, and have an awesome time at work. I am an experienced CEO, COO, and project portfolio manager with a proven track record of applying strong business strategies to drive improvement, growth, and innovation for 10+ years. I have 500+ complex projects under my belt, I hit the ground running, and I create real value within a week. I'm a great fit if you need help with: Creating • Actionable strategies for new or existing initiatives • Meaningful growth over a sustained period • Effective marketing strategies • Technical or general SOPs • Business plans, from lean to loan-ready • Diversification and risk management strategies • Onboarding and training systems for employees and clients • A culture of productivity, compassion, and accountability • Research on new systems, competitors, and markets Managing • Acquisition and training of new team members • Complex projects spanning multiple departments • Executive, manager, and employee effectiveness • Implementation of strategic initiatives • Existing initiatives to ensure timeliness and profitability • Client adoption and retention journeys • Employee accountability and efficiency Innovating • New or existing products/services to create maximum profit and stakeholder satisfaction • Finding areas of growth or improvement and executing solutions • Processes to streamline team member effectiveness • Pivots in company strategy and ensuring timely returns • New markets to expand into and executing the initiatives • Process improvement to eliminate wasted expenses For over a decade I have helped grow and support businesses from small two-person startups to multi-million dollar organizations. I have a CCAT test result of 37 which helps show that I have the critical thinking and versatility for executive roles. I have a passion for helping executives and team leaders accomplish their goals, so please reach out and we can discuss if I'm the right fit to help you.
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