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Rating is 4.9 out of 5.
4.9/5
based on 141 client reviews
  • $95 hourly
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
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    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Financial Modeling
    Pro Forma Statement
    Financial Analysis
  • $250 hourly
    Clint's goal is to help clients find common sense legal solutions to their business needs. With 25 years of experience as a partner at large national law firms, he can deliver big firm expertise at a fraction of the cost. He understands that clients are looking for value and is committed to providing efficient and careful advice on a wide variety of corporate and transaction matters, including contract drafting and review, corporate finance, venture capital finance, mergers and acquisitions, stock and asset purchase transactions, employment agreements, joint ventures and corporate governance matters. He serves as outside general counsel to several tech and manufacturing companies. Clint has a high degree of interest in the use of artificial intelligence and its applications to legal services. He is active in using AI to increase his productivity and the quality of the services he provides. Clint has worked on transactions of all kinds and sizes. He has deep experience in commercial finance matters, loan agreements, security documents, guaranties, forbearance agreements, loan modifications and intercreditor agreements. His finance expertise extends to debt restructuring, loan workouts, debtor-in-possession finance, project finance and real estate finance. He is an expert on all aspects of the Uniform Commercial Code. He often serves as local Utah and California counsel in the delivery of third-party legal opinions. He has worked on multiple international transactions over the years. He regularly works with clients on a flat fee basis and has a particular interest in the technology, outdoor retail and renewable energy industries. He is fluent in Japanese.
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    Document Review
    Corporate Governance
    Corporate Finance
    Japanese
    Mergers & Acquisitions
    State Bar of California
    Utah State Bar
    Startup Consulting
    C-Corporation
    Limited Liability Company
    Corporate Law
    Real Estate
    Stock Option Agreement
    Contract Drafting
  • $127 hourly
    I am a governance and communications professional with over twenty years of experience assisting organisations to deliver transformational change. After graduating with a Bachelor of Commerce from the esteemed University of Wollongong, I embarked on a professional career in consultancy. I began with the global all-rounder Accenture and moved to the smaller specialist firm Effective Governance. My empathetic nature, coupled with a deep understanding of the relevant issues, allowed me to connect with individuals on a profound level. Through my MBA studies, I was particularly drawn to addressing issues such as employee engagement, cultural change, and leadership communications. To gain greater experience implementing solutions to these issues, I joined the Queensland Department of Transport and Main Roads in 2004 as a Principal Advisor. Here, I delivered innovative programs that provided education and mentorship for the leadership team, covering the areas of governance, strategic management, performance management and compliance. As a freelance consultant, I am regularly called upon to provide governance, strategy and communications advice to clients across the globe, working closely with executives to enable corporate change. I specialise in governance, strategic management, performance management, issues analysis, change management, corporate communications (including grants, business cases and annual reports) and facilitation. Here is a testimonial from my most recent client. ROB TAYLOR HEAD OF COMMUNICATIONS, RSL LIFECARE NOVEMBER 2023 Belinda has been a contracted professional writer for my communications team for almost 18 months and in that time has proven to be an invaluable asset. She is a consummate professional that can write in multiple styles for a broad range of audiences, and is able to her to jump straight into projects and make a considerable impact from the get-go. Belinda is trustworthy and beyond reproach with a very solid work ethic. I have always had absolute trust in her abilities to excel in whatever job she is assigned, and her work is always the highest standard possible. She is able to quickly research for backgrounding and is extremely experienced in all forms of corporate communication. She has handled everything from CEO announcements and speeches, our Annual Report, federal government project bids, to stock standard internal communications. To be honest, I cannot recommend Belinda more highly and could ramble on for ages as to her incredible skill, experience and lovely nature. She is a delight to work with and I doubt you could ever find anyone better for your communications or writing projects.
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    Report Writing
    Blog Writing
    Change Communication
    Corporate Governance
    Business
    Strategy
    Change Management
    Strategic Plan
  • $250 hourly
    William advises private investors and small to medium-sized companies on operations, contracts, capital raising, structuring, shareholder and governance matters, mergers and acquisitions and commercial disputes, including those before the courts. He is called as a lawyer in Canada and Australia, and is licensed by the Law Society of Ontario. William was trained at a top tier business law firm and was formerly the Vice President of a Toronto based trade credit insurance company.
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    Legal Documentation
    Software Licensing
    Tax Planning & Advisory
    Corporate Finance
    Corporate Governance
    Partnership Agreement
    Contract Law
    Litigation
    Corporate Tax
    Contract Drafting
    Corporate Law
    Contract Negotiation
    Regulatory Compliance
    Tax Law
    Commercial Litigation
  • $175 hourly
    Retired C level executive and Big-4 partner with extensive public company CFO, finance, investor relations, accounting, M&A, tax, and risk management skill set. I'm available for interesting and challenging finance, accounting, and tax consulting projects such as financial due diligence, technical accounting consultation, equity plan design, tax consulting, finance or accounting transformations, debt restructuring and refinancing, regulatory or litigation related finance and accounting support, and IR support. I don't do tax compliance (tax returns) or bookkeeping, there are many other Upworker's than can better provide those services! Services provided though Ashbourne Consulting LLC
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    Accounting Principles & Practices
    Tax Strategy
    Corporate Governance
    Tax Planning & Advisory
    Treasury Management
    Stock Option Agreement
    Tax Law
    Corporate Tax
    Corporate Finance
    CPA
    GAAP
  • $225 hourly
    Linch Legal, Inc. provides legal services to start-ups, small, and medium-sized businesses. The firm specializes in corporate and contractual matters for businesses in every part of the business cycle, from inception to exit. We are focused on allowing your business to thrive through efficient and elegant common-sense legal solutions, delivered at a good price point. We help our clients understand and navigate complex legal matters and go the extra mile to ensure our clients are well-informed and no question is left unanswered or in doubt. We handle all legal matters from small, one-off services to full-service representation on large projects and transactions. Some of my more recent legal work include (among other things): - Full company legal representation in VC financings with target companies into the +$120M valuation range. - Representation of private investors in investment transactions. - Representation and strategy development/coaching for incoming C-suite/Advisors negotiating compensation packages with start-up companies (from seed to advanced funding rounds). - GDPR/CCPA compliance planning, policy development, and auditing ranging from small start-up businesses to ones with tens of millions of users. - Setting up investment vehicles for small businesses seeking investments from accredited investors (Reg D) - Drafting/Research for Reg D private placements ranging up to +$10M, including PPM/Subscription Agreement/ancillary document drafting. - Full service consulting for corporate governance, complex deal structuring, joint ventures, and licensing agreements. - Sale and purchase of businesses (both whole enterprise and partial interests) into the +$25M range - Drafting and negotiating a full range of business deals from very small to multi-million dollar transactions. - Review and drafting service for business agreements of all types. We cover all business legal needs and are on the pulse of small business and start-up culture to monitor developments and inform our legal approach—all to give you exceptional advice that suits the needs and concerns of your business.
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    Corporate Governance
    SaaS
    Legal Research
    Document Review
    Venture Capital Consulting
    Limited Liability Company
    S-Corporation
    Contract Law
    Trademark Consulting
    Startup Consulting
    Corporate Law
    Tech & IT
    Contract Drafting
    Intellectual Property Law
  • $395 hourly
    I am a Harvard Law School graduate, "big law" firm trained attorney with more than 28 years of experience, including working in-house for 14 years. I now have my own practice, providing big law quality at small firm rates. My practice focuses on strategic and commercial transactions, including M&A, preferred stock and common stock offerings, asset purchases and sales, joint ventures and strategic partnerships, stock option plans, master services agreements and SOWs, software development and license agreements, SaaS agreements, NDAs, employment and consulting agreements. I also manage corporate governance, advise boards and executives, and act as outside general counsel. I represent clients across the country and around the world.
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    Licensing Agreement
    Legal Agreement
    Corporate Governance
    Legal Consulting
    Venture Capital
    Mergers & Acquisitions
    Corporate Law
    Contract Law
    Legal Entity Structuring
    Startup Consulting
    Employment Law
    Limited Liability Company
    Contract Negotiation
    Stock Issuance
    Contract Drafting
  • $150 hourly
    Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management, business viability review and analysis, and increasing systems efficiency. • Custom development of my proprietary Living ForecastingTM, Rolling ForecastingTM, and Decision Support Systems that effectively financially forecast the future with enough time for management to respond and correct; to avoid catastrophic cash flow issues and take advantage of short-term opportunities. • Experience in business analysis, finance, and performing statistical analysis. Strong experience in data modeling and mining, and able to provide easy to understand executive dashboards, sales pipelines, ad hoc data analysis for clients. Recognized for clear presentation and communication of complex issues and solutions to financial, and non-financial stakeholders. • Board of Directors presentations of financial and objectives results, with live Executive Dashboards • Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting • Employee Engagement for increased employee satisfaction and bottom-line performance • Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. • Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. • Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. • Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. • Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. • Expert Advanced Excel Power User and knowledgeable of MS Office solutions. Experience with of a number of scalable databases such as PowerBI, TM1, PowerOLAP, SQL, Oracle, Access, SAP, XLQ and with Excel front ends for terabytes of data. Including analysis of what system is best for the application and creation of new more useful datasets and marketing pipelines. • Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews • Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. • Data and statistical analysis, technical writing, web development, forecasting the cost of projects. • Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. • Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. • Seasoned Leader and Change Agent and with strong interpersonal skills that can see the big picture and still manage complex details leading cross functional and cultural teams to effectively develop new and better systems, processes; delivering results in fast paced ambiguous environments under tight deadlines.
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    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
  • $10 hourly
    Accounting is what I do best while you can take care of the rest! I am a dedicated CPA with experience in developing and implementing financial systems, strategies, processes and controls that significantly improve P&L scenarios. An expert at establishing accounting functions, systems and best practices for cost-reduction, automation and tax strategies. I am focused on providing exceptional client services and believe in generating measurable and tangible results in the books. My expertise includes Bookkeeping and Accounting services, preparation and analysis of Financial Statements, US/State Tax Compliance (preparation of US corporate and individual tax returns), tax planning and structuring and data entry work. Additionally, I have extensive experience with preparation of business tax returns for Sole Proprietorships, LLC’s, Partnerships S-Corporations, C-Corporations and foreign entities. I help clients on filing Quaterly/Annually: GST, HST and PST in Canada. BAS, PAYG and GST in Australia Corporation tax, National Insurance, PAYE, Self- assessment in UK and filing with HMRC and Companies house. State and federal taxes in US I have worked for clients across different geographies like India, USA, Canada, Australia, UK, Europe, Singapore, Africa and Middle East. I have extensive experience in working with the clients from various sectors like Real Estate, Manufacturing, Retail, Professional Services, etc. I am committed to highest levels of quality services within agreed timelines. I can fully assure you of complete data integrity, confidentiality and conflicts of interest. I am a qualified Chartered Accountant from ICAI, India and a B. Com (Honors) graduate from Shri Ram College of Commerce, Delhi University. I am also a certified Intuit QuickBooks Proadvisor, Xero, Wave, Myob, Clearbooks, Freshbooks, Zohobooks & Sage bookkeeper.
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    Amazon Seller Central
    Stripe
    Financial Statement
    Communication Skills
    Limited Liability Company
    MYOB Administration
    GAAP
    IRS Resolution
    Property Tax
    CPA
    Corporate Governance
    Financial Report
    Administrative Support
    Budget Management
    Intuit QuickBooks
  • $250 hourly
    Hello, My name is Uma Deepak. I am a Finance leader with ~20 years of experience in leading high-growth businesses and influencing decision-making at companies like Amazon (AWS), Microsoft, Philips and Morgan Stanley. I have owned financial controllership for multi-billion dollar contracts, led new product launches as a Finance Partner, monitored product margins through FP&A and streamlined operations using KPIs and business metrics. I have experience building and leading teams and partnering with Business teams to scale growing businesses and drive focus on key financial metrics using a data-driven approach. I can easily switch gears from leading teams to rolling up my sleeves and accomplishing complex goals, with my advanced financial modeling skills, working knowledge of SQL and data visualization tools. I started my consulting firm in November 2022, because I wanted to pursue my passion to serve businesses such as yours, as a trusted business advisor and Fractional CFO. I bring strategic insights on how a business can scale effectively, that are driven by nearly two decades of corporate experience at Fortune 500 companies. I understand business fundamentals and what metrics matter to growth.
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    Financial Projection
    Financial Modeling
    Business Presentation
    Financial Report
    Amazon Web Services
    Cash Flow Analysis
    Strategy
    Financial Analysis
    Finance & Accounting
    Business Plan
  • $300 hourly
    Currently working in London, Dubai, and Riyadh. I am a founder and executive with a dual background as a CEO—CFO, leveraging 30 years of global experience at the intersection of finance, strategy, and technology, currently serving as the Head of Venture Finance and Economics & CFO in Residence for Mach49. I have sector experience across Life Sciences, MedTech, Biotech, SaaS, and Cleantech-Energy. I focus on high-growth companies, startups, and turnarounds where I can help drive innovation, accelerate revenue growth, and enhance liquidity. Highlights + Played a key role in the industry's first pure-play SaaS IPO with USIX + 2010 SXSW Best of Show and Technical Achievement Awards for Wolfram|Alpha + Recognized in BuiltWorld's Top 100 Startups, Built-In Austin's 50 Startups to Watch + Drove business development during Amazon Kindle Periodicals' launch to $1B in revenue + Spearheaded commercialization of groundbreaking products in genomics, IVD, and cleantech + Negotiated and executed multiple transactions, including capital raises, partnerships, and M&A Services Offered: + Financial Planning and Analysis + Finance & Accounting Management + Capitalization + Strategy Alignment + Business Model Design, Redesign + Board Presentations + Board, investor, and banking relationships + Financial Modeling and Analysis + Partnership development, management + Budgets and Forecasting
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    Venture Capital Consulting
    Forecasting
    Financial Modeling
    Business Cases
    Pro Forma Statement
    SaaS
    Business Plan
    Business Modeling
    Financial Analysis
    Balance Sheet
    Microsoft Excel
    Intuit QuickBooks
  • $350 hourly
    Let me use my years of experience as a business and corporate attorney to assist you with your legal needs and I am sure you will be pleased with the added value I bring to the table. BUSINESS CONTRACTS AND TRANSACTIONS I have handled numerous business transactions such as sale of a business, asset purchase agreements, adding partners or members to a limited liability company, and advising on joint ventures. Just some of the many contracts I have drafted include: - Consulting Agreements; - Operating Agreements; - Partnership Agreements; - Founder Agreements; - Joint Venture Agreements; - Shareholder Agreements; - Independent Contractor Agreements; - Confidentiality Agreements; - Non-circumvention and Non-disclosure Agreements; - Non-solicitation Agreements; - Settlement Agreements with Non-Dispaaragement Clauses; - Hold Harmless and Indemnity Agreements; - Warranty and Disclaimer Clauses; - Distribution Agreements; - Licensing Agreements; - Finder's Fee Agreements; - Website Terms and Conditions; - Website Privacy Policies; - Employment Agreements; - Financing Agreements; - Term Sheets; and - Memoranda of Understanding. WEBSITES Regarding website Terms and Conditions and Privacy Policies I can usually offer a flat rate fee after discussing the matter further and finding out exactly what type of website is involved. If it is not an Interactive website or platform (web visitors cannot leave comments, reviews, or network with one another) then it is different than the disclosures and disclaimers I use for a site that does allow visitors and customers to interact. The liability and risk issues are much different. I have done over 20 Terms and Conditions, Privacy Policies Disclaimers, and Refund Policies for the following types of websites in just the past 2 years: - subscription based platforms - hiring/networking based platforms - ecommerce companies - service based companies - financial information websites - SaaS businesses - PaaS (Platform as a Service) - news and informational websites - crypto platforms BUSINESS PLANNING AND STRATEGY I have advised many business clients, large and small, with planning and strategy, strategic relationships, corporate restructuring, international product sales, capital raising options, deal structure, term sheet proposals, as well as funding and financing options. I have advised clients regarding PaaS, subscription based, and networking themed businesses. BUSINESS FORMATION AND STRUCTURING My law practice has involved representing clients in business matters, including structuring all forms of legal entities and preparing contracts such as partnership agreements, joint venture agreements, operating agreements for LLCs, shareholder agreements, purchase agreements, and employment agreements. I have also advised clients in joint venture structuring, provided networking opportunities, and structured various transactions to meet the needs of my clients. Often I assist my clients with the drafting of a term sheet or memorandum of understanding to make sure the parties are in agreement before contracts are drafted. Please reach out to me so we can have a free, short call and I will be glad to answer any questions you may have and explain why I am the best fit for your project. I can usually offer a flat rate fee after discussing the documents or legal services that are needed.
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    Legal Consulting
    Legal
    Connecticut Bar Association
    Limited Liability Company
    Startup Consulting
    Startup Company
    Partnership Agreement
    Terms & Conditions
    Corporate Law
    Corporate Governance
    Corporate Strategy
    Corporate Maintenance
    Contract Drafting
    Legal Entity Structuring
  • $300 hourly
    I am an Illinois licensed attorney. My full time practice focuses on entrepreneurial business, specifically in the venture capital realm but I have worked with companies of all shapes and sizes from small businesses to fortune 500. I have advised clients on mergers, equity issuances, commercial transactions, joint ventures, employment issues and intellectual property issues as well as drafted and negotiated the underlying agreements for these transactions and more. As a published author in multiple legal journals, I am also a skilled researcher and writer. I strive to provide quality work in a timely manner, and set clear expectations as to costs and deliverables.
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    Software Licensing
    Corporate Governance
    Writing
    Illinois State Bar Association
    Corporate Law
    Legal Entity Structuring
    Legal Research
    Contract Drafting
  • $200 hourly
    I am a contracts attorney with over 24 years of experience at General Electric, Teachers College Columbia University, and Siemens Energy, where I've drafted, negotiated, and executed billions of dollars of large, complex, cutting-edge technology contracts across the globe. I am an expert. Currently, I have my own practice where my focus spans a wide range of contractual agreements including: ● influencer ● partnering ● publishing ● SaaS ● IP licensing ● technology transfer ● website terms of use ● CCPA & GDPR compliant privacy policies ● IT outsourcing ● cloud services ● residential and commercial construction ● subcontractor ● education ● FERPA ● medical ● HIPAA ● mergers and acquisitions ● employment ● commercial lease ● equity share ● equipment sale & lease ● franchise ● travel ● confidentiality ● non-compete ● RFP/RFQ ● FAR ● AIA ● and more…. I write clear and concise documents, that are accurate, balanced, and marketable. I provide practical advice on complex contractual terms. I ensure technical excellence by drafting prudent agreements and promptly answer technical queries about contracts law and best practices. I also advise on contractual disputes to achieve the most favorable outcomes. Seeing the data revolution, I'm also developing Contract Reader - an artificial intelligence algorithm that reads your contract and displays significant risk issues. You don't have to read the boring stuff! This is a revolutionary form of legal service that's immediate, accurate, and very inexpensive.
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    Business Consulting
    Natural Language Processing
    Employment Consideration
    Drafting
    The Florida Bar
    Transportation & Warehousing
    Intellectual Property Law
    Contract Negotiation
    Contract Law
    Contract Drafting
    Data Mining
    Legal Research
    Legal Consulting
    Corporate Law
  • $45 hourly
    🙌🏽 450 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗲𝗹𝗽𝗲𝗱 💰$25𝗠+ 𝗶𝗻 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗺𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀 𝗮𝗻𝗱 𝗗𝗲𝗰𝗸𝘀 3️⃣𝘅 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 🥇𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗘𝘅𝗶𝘁 💃🏻30 𝘆𝗲𝗮𝗿𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘀 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿 𝗮𝗻𝗱 𝗖𝗙𝗢 📡𝗞𝗶𝗻𝗱, 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗠𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗳𝗮𝗰𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗼𝗿 "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." - Sam Lee, CEO of Chrom Adjust "Monica's dedication, skill, and professionalism have immensely contributed to the promising future of our startup. I wholeheartedly recommend Monica for her exceptional expertise and positive demeanor." - Joy K, CEO of Tiger Connect 📞 Invite me to your job and we can book a complimentary 30-minute consultation together that I know you'll find extremely helpful even if you decide not to work together 📞 Here’s a brief summary of how I help my clients most often: ✅ Telling the most compelling story to investors through numbers in a Financial Model and through words in a Pitch Deck so they can raise funds successfully ✅ Building an intuitive and easy-to-use Financial Plan that allows them to run their business more effectively as small business owners ✅Advising startup founders on growth, fundraising, proven investor strategies, and financial management best practices Why I’m worth talking to ✅ I've done this a few hundred times before 🔎 I’ll “get” your business model right away without you having to do too much explaining 🕵️‍♀️ I’ll ask questions that you probably haven’t even thought about, so you may end up understanding your own business better 🚶🏽‍♀️I’ve walked in your shoes as an entrepreneur multiple times, I feel for you, and can share what I learned Thank you for reading my profile 🙏 If you’re ready to take your business to the next level and/or need to fundraise to get there, invite me to your job and we can talk more about how to achieve your goals. Monica Chitnis "Monica crushed it. Deliverable was excellent" - Felipe Azenha, CEO of CinderFit
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    Investment Research
    Financial Analysis
    Financial Management
    Business Modeling
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
  • $999 hourly
    Worldwide venture capital expert for startups & investors. Capitalize!℠ VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS, DEAL MASTERY, STARTUP AWARENESS, Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients’ new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it. DEAL MASTERY, LEGAL AND BUSINESS Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore / offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, an MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author. LICENSES AND CERTIFICATIONS Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.
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    Private Equity
    Business Development
    Crowdfunding
    Fundraising
    Corporate Governance
    Venture Capital Consulting
    Pitchbook
    Contract Law
    Corporate Law
    Contract Negotiation
    Mergers & Acquisitions
    Stock Issuance
    SEC Regulation
  • $250 hourly
    Hello, and thank you for your time. As a long-time business attorney, my approach is solution-oriented and entrepreneurial. I help clients negotiate, structure, draft and close complex commercial contracts, M&A, business and corporate transactions and real estate deals. With my assistance, my clients minimize risk and close deals quickly and strategically, with the best possible terms. I can serve as your Virtual General Counsel or freelance attorney. I carry professional liability insurance and I offer flat-fees and low hourly fees, giving my clients predictability and allowing them to close under budget. Visit my website at jsettleslaw.com for more information. I've practiced law for over 25 years, at regional and international law firms and as in-house counsel and the Corporate Secretary of a large, publicly traded corporation. I'm admitted to practice law in the States of Arizona and Nevada, and I've closed over $10 billion in highly successful, unique and creative transactions. M&A Deals: Representing buy-side and sell-side. Review and negotiate LOIs, asset and stock purchase and sale agreements; perform due diligence; close deals. Commercial Contracts: Purchase and Sale Agreements, NDAs, Letters of Intent, Terms & Conditions, Services Agreements, Construction Contracts; Non-Compete Agreements, Service Level Agreements, Warranty, Vendor Contracts, Joint Ventures . . . and much more. Borrowings and Corporate Finance: Real Estate Loans, Revolvers, Equipment Finance, Mezzanine Loans, Construction Loans, Tax Exempt Bonds, Preferred Stock, Common Stock, Merchant Funding/UCC Real Estate: Acquisitions, Dispositions, 1031 Exchange, Deeds, Leases, Property Management Agreements, Title & Survey, Construction Contracts, CC&Rs, Easements Corporate Transactions: Corporations and LLCs, Virtual General Counsel, Board & Shareholder Meetings, Corporate Secretary Service, Corporate Governance, Listing Standards, Subsidiary Structuring, Disclosure, Intercompany Agreements, I'm available for projects large and small, complex and straightforward. I look forward to hearing from you. Feel free to contact me at any time for a free initial consultation. Jennifer M. Settles, Esq.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Real Estate Investment Assistance
    Review
    Real Estate Law
    Corporate Finance
    Corporate Governance
    Property & Equipment Lease
    Corporate Law
    Due Diligence
    Legal Entity Structuring
    Limited Liability Company
    State Bar of Arizona
    State Bar of Nevada
    Contract Drafting
    Contract Negotiation
  • $150 hourly
    Senior executive legal professional with over 40 years of experience at both large corporations including John Hancock Financial Services, Prudential Insurance Company, Founder and EVP General Counsel of Hippo Technologies, Inc. (a healthcare technology SaaS company) and early-stage companies requiring financing and capital raise via equity, convertible debt, SAFE notes and IPO. Work with C corps, LLC and partnerships and sole proprietorships. Founder and senior executive general counsel of several start-up companies which have experienced rapid revenue growth via channel and reseller relationship in the healthcare, SaaS and communications industries. Expert in Terms of Service, Terms of Use, Privacy Policy, Cookies Policy and GDPR compliance along with all USA and state specific data privacy laws. Significant experience in employee/HR/independent contractor agreements and criteria with familiarity and expertise in federal and state employment laws and regulations as well as commercial and residential real estate transactions including leases, lease assignments, purchase and sales contracts.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Securities Law
    Regulatory Compliance
    Trademark Law
    HIPAA
    GDPR
    International Law
    Joint Venture
    Corporate Finance
    Corporate Governance
    Legal Negotiation
    Terms & Conditions
    Privacy Law
    Employment Law
    Corporate Law
    Contract Negotiation
  • $95 hourly
    I am a senior level investment banker. I am the Founder and Managing Director of RedShift Advisors, a lower middle market investment bank in Pittsburgh, PA. We provide strategic planning, investment banking, merger and acquisition, and corporate finance services to privately held and entrepreneur-owned companies in the lower middle market. STRATEGIC PLANNING: We are focused on delivering strategies and solutions to increase the value of your business. We work with our clients to identify, articulate, and prioritize the objectives of a business and its owners. We are thorough in our research and analysis. Our strategic planning services can address business planning, managing cash flow, forecasting and modeling, growth strategy, succession planning, exit planning, transaction planning, and management decision making. INVESTMENT BANKING: We provide a traditional set of investment banking services to small and medium sized enterprises (SME). Our suite of services includes mergers, acquisitions, and capital raising. We maintain relationships with financial institutions throughout the capital markets including banks, private lenders, investment companies, and private equity funds. MERGERS & ACQUISITIONS: We provide both buy-side and sell-side M&A advisory services. On Upwork, we can provide solutions to all or just a portion of your desired transaction. Our M&A services include valuation reports, buyers lists, acquisition search and screening, due diligence, modeling and forecasting, and writing memorandums and presentations. CORPORATE FINANCE: Our corporate finance services include capital raising to finance growth (including working capital, capital spending and acquisitions), fund distributions, and improve cash flow. We can help improve your capital structure, reduce your cost of capital, manage cash flows, and understand and minimize interest rate risk. Let us help you finance working capital (including accounts receivable and inventory, equipment purchases and acquisitions.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Succession Plan
    Business Valuation
    Company Valuation
    Pitchbook
    Executive Coaching
    Small Business Administration
    Capital Markets
    Investment Banking
    Due Diligence
    Corporate Finance
    Management Consulting
    Strategy
    Business Plan
    Mergers & Acquisitions
  • $75 hourly
    I have more than 20 years working in accounting and finance. I have worked for many multinationals in Switzerland and will be able to help you for many projects such as: - Bookkeeping in Quickbooks, Xero and others ERP - Financial Accounting - Treasury - Cash Flow - Financial Reporting - Cost analysis - Budget/Forecast - VAT for Switzerland and Europe I am speaking English, French, Spanish and can work on a German system. I'm working from Colombia but I'm available to adapt to any situations if required. Please contact me if you need help from a professional. Romain
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Management Accounting
    Financial Presentation
    Xero
    Cost Accounting
    Financial Reporting
    Financial Accounting
    Tax Return
    Bookkeeping
    Budget Management
    Income Statement
    Cash Flow Analysis
    International Accounting Standards
    Technical Accounting
    Bank Reconciliation
    Balance Sheet
  • $135 hourly
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
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    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Financial Management
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Mergers & Acquisitions
    Financial Analysis
  • $250 hourly
    🏆 "Highly recommended A+++" 100% Job Success* I help business leaders and teams to define and achieve their business financial goals. I do this by bringing over 15 years of CFO experience with a proven record of establishing cross-functional partnerships to deliver stellar results. I am an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. I have been accountable for budgets up to $130 million and allocate resources to drive organizational and profit growth internationally. I am particularly adept at streamlining, organizing, and leading company staffs productively. I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas: ▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $500,000 capital raise for 4D Healthware, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy. ▶️ VISIBILITY: I implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, I restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%. ▶️ PROFITABILITY: I develop strategies for profitable businesses. I turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication. 🏆 “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” –Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” –Carter Wigell, CEO at Ideator 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” –Parker Harris, Founder & President at Junto Global 🏆 “He has a unique ability to solve complex cross disciplinary problems.” –Matt Clifford, Co-Founder & COO at Wholesome Valley Foods (Barnana) My services include: ✔ Part-Time CFO ✔ Forecasting & Budgeting ✔ Financial Systems Assessment ✔ Financial Modeling ✔ Management & Board Reporting ✔ Cash Management ✔ Financial Planning & Analysis ✔ Financial Management ✔ Investor Presentations ✔ Business Advisory ✔ Accounting System Setup and Upgrades ✔ Chart of Accounts Setup and Improvements ✔ Company Dashboard Creation and Advancement ✔ KPI Reporting ✔ Business Process Improvement ✔ Interim CFO ✔ Collections Enhancement ✔ Project Management ✔ Business Planning ✔ Business Intelligence ✔ Financial Advisory ✔ Strategic Advisory ✔ Fundraising Support ✔ Value Creation Audit ✔ Turnarounds ✔ Investment Capital Planning ✔ Policies and Procedures Development ✔ Supply Chain Planning and Optimization ✔ Contract Negotiations ✔ Executive Coaching My industry experience includes: Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others. My skills & expertise include: ✴ Startup Consulting ✴ Budget Management ✴ Strategic Development ✴ P&L / Revenue Growth ✴ International Business ✴ Due Diligence ✴ Mergers and Acquisitions ✴ Corporate Governance ✴ Risk Management ✴ Trade Finance ✴ Capital Markets ✴ Asset Management ✴ Portfolio Management ✴ Investment Management ✴ Project Finance ✴ Business Credit ✴ Startups / Start-ups ✴ Board Governance ✴ Nonprofit Management ✴ Founder and Co-Founder ✴ Operating CFO ✴ CFO and COO ✴ Outside Director ✴ Corporate Finance ✴ Budgeting & Forecasting ✴ Financial Forecasting ✴ Corporate Strategy ✴ Business Consulting ✴ Business Management ✴ Business Process Reengineering ✴ Presentations ✴ Venture Capital Consulting ✴ Intuit Quickbooks ✴ QuickBooks Online ✴ Process Reengineering ✴ Business Analysis ✴ Business Innovation ✴ Financial Planning ✴ Pitchbooks ✴ Business Proposal Writing ✴ Strategic Planning ✴ Financial Presentations ✴ Business Scenario Development ✴ Business Continuity Planning ✴ Business Modeling ✴ Business Process Modeling ✴ Business Valuation ✴ Business Process Engineering ✴ Business Transformation ✴ Business Writing *Calculation adjusted to account for long-term relationships that have become inactive due to earlier successes; all jobs have been completed successfully.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
  • $80 hourly
    I’ve worked for more than 5 years as a Credit Analyst and more than 4 years as an Internal Auditor for one of the leading global financial institutions. I have been exposed to the credit review process, various banking products, financial security topics, corporate governance, operational risk, and the internal control framework of a complex, multinational organization. I have strong analytical skills, and I am a very detail-orientated individual. Moreover, I can work on highly complex files and topics under challenging circumstances and tight deadlines. I have a strong sense of responsibility to deliver excellent quality to clients within the agreed timelines and budget. This sense of responsibility also implies that I attach great importance to data confidentiality, security, and good corporate governance practices. Lastly, my educational background provides me with a unique skill set. I have acquired two master's degrees, one in law and the second one in management, and I am a Certified Management Accountant.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Accounts Receivable Management
    Accounts Payable Management
    Financial Variance Analysis
    Financial Projection
    Company Valuation
    Bookkeeping
    Venture Capital Consulting
    Financial Reporting
    Internal Auditing
    Performance Management
    Pro Forma Statement
    Internal Control
    Xero
    Management Accounting
    Microsoft Power BI
  • $100 hourly
    I am a corporate finance professional with MBA & CPA, and extensive experience in all aspects of finance, committed to continuous improvement and knowledge transfer. Having served the Fortune 500 segment early on, I gained world class training. For more than a decade now I've been serving other organizations great and small, including early stage companies, yielding new lessons and experiences. This includes high-level tech savvy as I have been in remote practice since 2014. My clients, and my students, benefit from the breadth & depth of all that experience, and my ability to craft remedies to problems.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Financial Modeling
    Financial Analysis
    Business Valuation
    Project Risk Management
    Treasury Management
    Financial Management
    Financial Reporting
    US Taxation
    CPA
    QuickBooks Online
  • $525 hourly
    I have been practicing law for 40 years and hold an MBA. I created six companies, currently act as outside counsel to many clients, and have been an advisor to over 2,500 startups and early-stage entrepreneurs. Please look at my reviews; you will see almost exclusively 5-stars going back four years. I specialize in: General Business Law: -Contract Law -Corporate Formation -Corporate Transparency Act (CTA) and Beneficial Ownership Information Reporting filings -Employment, Independent Contractor Law and Agreements -Intellectual Property: Licensing, Copyright, Trademark -International Law -Regulatory -Blockchain, NFT, Cryptocurrency -Web Operator Disclosures (TOS/T&C, PP, GDPR) Securities and Finance: -Asset Purchase Agreements -Subscription and Stock Purchase Agreements -Startup Financing -Fundraising -Private Placement Memorandum -Regulations A+, Reg D (506b & 506c), Reg S, Reg CF -Cap Tables I welcome further discussion of your needs. Richard Nacht, Esq.
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    Intellectual Property Law
    Security Token
    Securities Law
    Legal Consulting
    Legal Writing
    Legal Assistance
    SEC Regulation
    Entrepreneurship
    Blockchain, NFT & Cryptocurrency
    Terms & Conditions
    Startup Consulting
    Contract Law
    Legal Entity Structuring
    Legal
    Contract Drafting
  • $150 hourly
    My name is Irv Williamson, and for the past 14 years, I have been helping small business owners better understand their businesses. I am a financial advisor who has successfully transitioned from Fortune 50 companies to smaller entrepreneurial organizations. With a mix of Controller and CFO skills, I show smaller companies how to integrate big company Finance and Accounting best practices without the big company bureaucracy. How am I different: - My services are affordable - fixed monthly fees starting at $2,000 - I provide full-time consulting services and do not treat this as a "side gig." - I have experience as a CEO, CFO, Controller, and Manager of Financial Planning and Analysis - I have successfully led the financial implementation of 9 ERP systems. - I have worked through 2 company exits, 2 Chapter 11 bankruptcies, and 4 financial turnarounds. - I have expertise with Power BI to automate reporting and analysis. What is my experience? - 7 years Controller, and Financial Analyst with two $40+ Billion companies - 21 years CFO with $10 to $100 million Private Equity, Family-Owned and Entrepreneurial Businesses - 14 years of experience providing fractional and interim CFO services, first as a Partner at Tatum CFO (now Randstad CFO) and currently as the solo practitioner at Growth Guidance Solutions (GGS) - My deepest industry experience lies in: Tech/SaaS/eComm – Professional Services – Manufacturing – Construction - Staffing - Implemented 9 ERP systems How I can help? - Forecasting and budgeting - Power BI expertise in building financial analysis and dashboards - Financial planning and analysis - Demystify Amazon Business Central data and reports - Cohort analysis - Excel modeling - 3 statement econometric models - KPI development and reporting - Managing accounting and bookkeeping staff - Speedy Month-end close best practices - Big Data trend analysis - Reporting gross profit by customer, employee, and service offering - Implementing profit improvement programs - Crisis management - ERP systems integration and optimization - Cash forecasting - Preparing for an exit - Conducting buy-side and sell-side due diligence - Securing financing - Optimizing QuickBooks - Full role fractional CFO or Controller
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Cost Variance Analysis
    Amazon FBA
    Pricing Strategy Consulting
    Cash Flow Modeling
    Financial Reporting
    Microsoft Power BI
    Shopify
    Inventory Management
    SaaS
    CRM Automation
    ERP Software
    Data Analysis Expressions
    Accounting Software
    Financial Analysis
    Accounting Principles & Practices
  • $70 hourly
    Many companies lack the resources for a full-time financial team but still require financial expertise to help them manage and grow their business. Gabriel offers a simple and cost-effective solution by giving companies access to the financial consultation and service they need so they can maximize their efficiency, scale and thrive. Services include: Financial Management Financial Modeling Financial Forecasting AP/AR Management Underwriting Strategic Planning and Implementation Month End Close of Financial Statements Financial Planning Cash Flow Management Project Management Accounting Bookkeeping Tax Planning Work with a financial expert who understands your market and your business to help you scale, strategically and sustainably. Offering a solid track-record of success that includes: + Raising of $25.5 M of venture and debt financing for well-positioned start-ups + Leading the process of PPP loans forgiveness valued at $500K + Successfully generating 75% revenue growth YoY for early stage start-ups + Facilitating the sale of a division of a client’s business through SPA for the value of $5M + Leading the process of multiple data-migrations from different ERP’s & account softwares + Leading audit due dilingeces from IRS and other 3rd party auditors Get specialized service, expert guidance and premier value, with financial consulting and accounting services that will optimize your conversion funnel to capitalize on strategic growth opportunities. Specialities include: Creating financial structures to scale Raising capital Improving cash flow efficiency Internal & external audits Work with equally-driven, like-minded professionals looking to improve their operation through professional collaboration and the highest standard of financial consultation. Get the guidance you need to maximize your business, gain traction and achieve lasting success.
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    Business Plan
    Xero
    Cost Accounting
    Project Accounting
    Financial Planning
    Fund Accounting
    Account Management
    Financial Accounting
    Account Reconciliation
    International Accounting Standards
    Bookkeeping
    Oracle NetSuite
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