Hire the best Corporate Governance Consultants

Check out Corporate Governance Consultants with the skills you need for your next job.
Clients rate Corporate Governance Consultants
Rating is 4.9 out of 5.
4.9/5
based on 141 client reviews
  • $300 hourly
    Clint provides clients with 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 M&A transactions, asset purchase agreements, stock purchase agreements, startup documentation, loan agreements, limited liability company agreements, NDAs, custom contract drafting and review, corporate finance, venture capital finance, employment agreements, independent contractor agreements, joint ventures and corporate governance matters. He serves as outside general counsel to companies in tech and other spaces. 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 provides his services through his law firm, Altaview Law PLLC.
    Featured Skill Corporate governance
    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
  • $105 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, e-commece, and non-profits. What I can do for you includes: โ€ข Help allocate resources for optimum growth and profitability. โ€ข Improve your revenue and cash cycles. โ€ข Build infrastructure and processes to make it easier to run your day-to-day operations. โ€ข Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. โ€ข Give you visibility into your performance for the next 12-36 months, โ€ข Predict and plan for future opportunities, โ€ข Show you where potential potholes are and help you to avoid them, โ€ข Raise cash, get financing, and negotiate loans, โ€ข Build your companyโ€™s value so investors and buyers will be willing to pay larger multiples for your business, and โ€ข Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
    Featured Skill Corporate governance
    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
  • $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.
    Featured Skill Corporate governance
    Report Writing
    Blog Writing
    Change Communication
    Corporate Governance
    Business
    Strategy
    Change Management
    Strategic Plan
  • $195 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, debt restructuring and refinancing, and regulatory or litigation related finance and accounting support. I don't do tax compliance (tax returns), bookkeeping, or business development; there are many other Upworker's than can better provide those services! Services provided though Ashbourne Consulting LLC
    Featured Skill Corporate governance
    Accounting Principles & Practices
    Tax Strategy
    Corporate Governance
    Tax Planning & Advisory
    Treasury Management
    Stock Option Agreement
    Tax Law
    Corporate Tax
    Corporate Finance
    CPA
    GAAP
  • $12 hourly
    Hey Bench Clients! Mercurius is offering a free migration to your preferred bookkeeping software, along with exclusive discounts for those who sign up today! Know more about me and my expertise to get started! My professional experience includes expertise in industry-led accounting software such as QuickBooks, Xero, ZohoBooks, Netsuite, Appfolio, Buildium, Wave, and Sage. This expertise ensures seamless integration and optimal performance of your financial operations. Hi, I am Manvi, a seasoned US CPA and Chartered Accountant with over 15 years of experience. I am a freelancer associated with the maspartner agency. INDUSTRIES SERVED I have successfully partnered with clients worldwide, be it USA, Canada, UK, Australia, Europe, Singapore, Africa and the Middle East, across a diverse range of industries, including: - Accounting, Tax and CPA Firms - Ecommerce and Retail - Law firms and Attorneys - Real Estate and Construction - Education and Coaching - IT and SaaS - Medical and Healthcare - Startups - Restaurant and Hospitality - Branding and Marketing - Non-Profits - Logistics and Shipping CORE SERVICES I offer a comprehensive suite of accounting and bookkeeping services designed to optimize your financial management with: - Accounting Software Setup and Integration - Bank and Credit Card Reconciliation - AP/AR Management - Payroll Administration - Data Migration and System Transitions - Month-End and Year-End Reporting (P&L, Balance Sheet, Cash Flow Statements) - Management Information Systems (MIS) and Business Reporting With a proven track record of enhancing financial performance, I am particularly adept at streamlining operations for eCommerce businesses on platforms such as Amazon, Shopify, Walmart, Etsy, and eBay. For a more detailed breakdown of my tax preparation services, you can visit my dedicated Tax Preparation profile. Let's connect and streamline your finances, freeing you to focus on achieving your business goals!
    Featured Skill Corporate governance
    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
    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 approachโ€”all to give you exceptional advice that suits the needs and concerns of your business.
    Featured Skill Corporate governance
    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.
    Featured Skill Corporate governance
    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
  • $275 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. He litigates matters before the courts and acts in alternative dispute resolution. Demers 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.
    Featured Skill Corporate governance
    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
  • $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.
    Featured Skill Corporate governance
    Software Licensing
    Corporate Governance
    Writing
    Illinois State Bar Association
    Corporate Law
    Legal Entity Structuring
    Legal Research
    Contract Drafting
  • $150 hourly
    Summary of Qualifications โ€ข 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. โ€ข 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. โ€ข 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. โ€ข 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. โ€ข Board of Directors presentations of financial and objectives results, with live Executive Dashboards โ€ข Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting โ€ข Employee Engagement for increased employee satisfaction and bottom-line performance โ€ข Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. โ€ข Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. โ€ข Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. โ€ข Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. โ€ข Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. โ€ข 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. โ€ข Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews โ€ข Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. โ€ข Data and statistical analysis, technical writing, web development, forecasting the cost of projects. โ€ข Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. โ€ข Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. โ€ข 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.
    Featured Skill Corporate governance
    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
  • $795 hourly
    Worldwide venture capital expert for startups & investors. Deal Architects. Growth Catalysts. Best-Selling Author. Capitalize!โ„  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 clientsโ€™ 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.
    Featured Skill Corporate governance
    Private Equity
    Business Development
    Crowdfunding
    Fundraising
    Corporate Governance
    Venture Capital Consulting
    Pitchbook
    Contract Law
    Corporate Law
    Contract Negotiation
    Mergers & Acquisitions
    Stock Issuance
    SEC Regulation
  • $25 hourly
    Chartered Accountant (CPA Equivalent) with more than 9 years of experience, pursuing CFA. My areas of expertise lies in Accounting and Finance, especially in USA, UK, Singapore and Australia. My key skills include the following: 1. Financial consulting for e-commerce, real estate and cannabis businesses (including accounting and financial modeling) 2. Blockchain, Cryptocurrency 3. Audit and Risk Management 4. Financial Modeling 5. Pitch Decks and Business Plans 6. Cost Management & Management Accounting 7. Accounting and Bookkeeping 8. Accounts receivables and payables management 9. Virtual CFO roles Progressive experience in Netsuite, Xero and Quickbooks.
    Featured Skill Corporate governance
    Financial Reporting
    Financial Modeling
    Wave Accounting
    Project Accounting
    Real Estate Financial Modeling
    Management Consulting
    Financial Analysis
    Financial Accounting
    Bookkeeping
    International Accounting Standards
    Financial Audit
    Cost Analysis
    Cash Flow Analysis
  • $100 hourly
    With 15+ years in Financial Analysis and Storytelling, I lead Top Tier Advisory, specialising in creating powerful financial models, valuations, and pitch decks. Our global impact across 50+ countries and 500+ startups is reflected in consistent 5-star client reviews. ๐Ÿ“Œ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€: ๐—˜๐˜…๐˜๐—ฒ๐—ป๐˜€๐—ถ๐˜ƒ๐—ฒ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. ๐—š๐—น๐—ผ๐—ฏ๐—ฎ๐—น ๐—ฅ๐—ฒ๐—ฎ๐—ฐ๐—ต: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. ๐—˜๐—ฑ๐˜‚๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—•๐—ฎ๐—ฐ๐—ธ๐—ด๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. โœ…๐—ฆ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฐ๐—ฒ๐˜€ ๐—ข๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ฑ: ๐—ฃ๐—ถ๐˜๐—ฐ๐—ต ๐——๐—ฒ๐—ฐ๐—ธ๐˜€: Creating visually appealing, data-driven presentations that effectively communicate your businessโ€™s value and potential to investors. ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐— ๐—ผ๐—ฑ๐—ฒ๐—น๐—ถ๐—ป๐—ด: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐— ๐—ฒ๐—บ๐—ผ๐—ฟ๐—ฎ๐—ป๐—ฑ๐˜‚๐—บ๐˜€: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. ๐—–๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น ๐—ฅ๐—ฎ๐—ถ๐˜€๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜†: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. ๐——๐—ผ๐—ฐ๐˜‚๐—บ๐—ฒ๐—ป๐˜๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ฎ๐—ป๐—ฑ ๐—–๐—ผ๐—บ๐—ฝ๐—น๐—ถ๐—ฎ๐—ป๐—ฐ๐—ฒ: Ensuring all financial documents and investor communications meet regulatory standards and best practices. โœ”๐—ช๐—ต๐˜† ๐—ช๐—ผ๐—ฟ๐—ธ ๐—ช๐—ถ๐˜๐—ต ๐—จ๐˜€? ๐—ฆ๐—ฒ๐—ฎ๐—บ๐—น๐—ฒ๐˜€๐˜€ ๐—œ๐—ป๐˜๐—ฒ๐—ด๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. ๐—–๐—ผ๐—น๐—น๐—ฎ๐—ฏ๐—ผ๐—ฟ๐—ฎ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜๐—ถ๐˜€๐—ฒ: All work is audited by team members before submission, ensuring accuracy and high quality. ๐—–๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐—ถ๐—ป ๐—–๐—ผ๐—บ๐—ฝ๐—น๐—ฒ๐˜…๐—ถ๐˜๐˜†: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. ๐—ง๐—ฎ๐—ถ๐—น๐—ผ๐—ฟ๐—ฒ๐—ฑ ๐—ฆ๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป๐˜€: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. ๐—ฃ๐—ฟ๐—ผ๐˜ƒ๐—ฒ๐—ป ๐—ง๐—ฟ๐—ฎ๐—ฐ๐—ธ ๐—ฅ๐—ฒ๐—ฐ๐—ผ๐—ฟ๐—ฑ: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. ๐Ÿ“Š ๐—œ๐—ป๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐˜† ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜๐—ถ๐˜€๐—ฒ: ๐—˜๐—ฎ๐—ฟ๐—น๐˜†-๐˜€๐˜๐—ฎ๐—ด๐—ฒ, ๐—ฆ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐˜€ ๐—”, ๐—ฆ๐—ฒ๐—ฒ๐—ฑ, ๐—ฃ๐—ฟ๐—ฒ-๐˜€๐—ฒ๐—ฒ๐—ฑ: Expertise in guiding startups through their initial fundraising rounds. ๐—ฃ๐—ฟ๐—ถ๐˜ƒ๐—ฎ๐˜๐—ฒ ๐—˜๐—พ๐˜‚๐—ถ๐˜๐˜† (๐—ฃ๐—˜) ๐—ฎ๐—ป๐—ฑ ๐—ฉ๐—ฒ๐—ป๐˜๐˜‚๐—ฟ๐—ฒ ๐—–๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น (๐—ฉ๐—–): Extensive experience in preparing businesses to attract PE and VC investments. ๐—›๐—ฒ๐—ฎ๐—น๐˜๐—ต๐—ฐ๐—ฎ๐—ฟ๐—ฒ, ๐— ๐—ฒ๐—ฑ๐˜๐—ฒ๐—ฐ๐—ต: Providing specialized financial services for healthcare and medical technology companies. ๐—ฆ๐—ฎ๐—ฎ๐—ฆ, ๐—ง๐—ฒ๐—ฐ๐—ต, ๐—™๐—ถ๐—ป๐˜๐—ฒ๐—ฐ๐—ต: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. ๐—–๐—ฟ๐˜†๐—ฝ๐˜๐—ผ ๐—ฎ๐—ป๐—ฑ ๐—”๐—œ ๐—ฃ๐—ฟ๐—ผ๐—ท๐—ฒ๐—ฐ๐˜๐˜€: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. ๐—ฅ๐—ฒ๐—ฎ๐—น ๐—˜๐˜€๐˜๐—ฎ๐˜๐—ฒ, ๐—ฅ๐—ฒ๐—ป๐—ฒ๐˜„๐—ฎ๐—ฏ๐—น๐—ฒ ๐—˜๐—ป๐—ฒ๐—ฟ๐—ด๐˜†, ๐—–๐—ผ๐—ป๐˜€๐˜‚๐—บ๐—ฒ๐—ฟ ๐—š๐—ผ๐—ผ๐—ฑ๐˜€: Offering comprehensive financial services across a variety of industries.
    Featured Skill Corporate governance
    Investment Banking
    Real Estate
    Pitch Deck
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $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.
    Featured Skill Corporate governance
    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
  • $70 hourly
    Finance professional with over 20 years of experience in Financial Management, successfully completing projects in finance digitalization, automation, ERP implementation, and consolidated management reporting. Former CFO and CPA, I am a Smartsheet Product Certified User and an Airtable Consultant, having worked for multinational companies such as Air France, Motorola, and Carlsberg. I have a proven track record in financial planning, analysis, accounting, treasury, taxation, audit, and system implementation (including Oracle, Microsoft Navision, QuickBooks, and Xero). I am well-versed in US GAAP and IFRS reporting, international VAT, compensation and benefits, HR, and process mapping and engineering. Additionally, I have extensive experience using the Hyperion financial data warehouse and the Smartsheet project management tool.
    Featured Skill Corporate governance
    Accounting Software
    Xero
    Financial Statement
    Financial Planning
    Value-Added Tax
    Smartsheet
    Financial Reporting
    Financial Management
    Corporate Finance
    Financial Analysis
    Microsoft Excel
    Intuit QuickBooks
  • $85 hourly
    ๐Ÿ’ฐ 25+ Years Experience | 200+ M&A Deals | Fractional CFO | Strategic Consultant I specialize in business valuation, financial due diligence, structured finance, and growth strategy. I've worked with private equity firms, family offices, SaaS and tech companies, real estate investors, commercial lenders, and owner-operators. I have led financial restructurings in the Asia-Pacific region, advised on post-merger integrations, and provided fractional CFO and strategic consulting for high-growth startups, PE-backed firms, and distressed asset acquisitionsโ€”helping businesses scale, raise capital, and optimize financial performance. ๐Ÿ† Recognition & Awards Top 100 in Finance (2020, 2022) Acquisition International 2019 Award for Excellence in Corporate Valuations Corporate LiveWireโ€™s 2020 Innovation & Excellence Award in Growth Assessment McKinsey Quarterly & Harvard Business Review Advisory Council Member ๐Ÿ”น Services & Expertise ๐Ÿ“Š Valuation & Due Diligence โœ” Company Valuation (SaaS, Tech, Real Estate, PE, SMBs) โœ” Quality of Earnings (QoE) Reports & M&A Due Diligence โœ” Investment-Grade Financial Modeling & Forecasting ๐Ÿ’ต Capital Raising & Structured Finance โœ” Debt & Equity Financing (SBA, PE, VC, Alternative Lending) โœ” Acquisition & Growth Financing Strategy โœ” Credit Stacking & Structured Credit Solutions ๐Ÿ“ˆ M&A & Business Growth โœ” Buy-Side & Sell-Side M&A Advisory โœ” Post-Merger Integration & Financial Restructuring โœ” Distressed Asset Acquisitions & CRE Finance ๐Ÿ›  Strategic Consulting & Operations โœ” Business Turnarounds & Process Optimization โœ” Growth Planning & Exit Strategy โœ” Cross-Border Business Structuring (US, Asia, EU) ๐Ÿ”น Industry Expertise โœ… Tech & SaaS โ€“ ARR/MRR Valuation, Churn & LTV Analysis โœ… Real Estate & Private Equity โ€“ CRE Finance, REOs, Distressed Assets โœ… SMB & Family-Owned Businesses โ€“ Succession Planning, Growth Advisory โœ… Manufacturing & Supply Chain โ€“ Cost Optimization, Vendor Credit โœ… Logistics & Aviation โ€“ CEO of a Cargo Airline, Supply Chain Finance ๐Ÿ”น Why Work With Me? โœ” Proven M&A & Due Diligence Expertise โ€“ Supporting investors, buyers, and sellers in high-stakes transactions โœ” Expert in Financial Strategy & Capital Structuring โ€“ Helping businesses optimize funding, valuation, and profitability โœ” Results-Driven CFO & Strategic Consultant โ€“ Ensuring financial health, efficiency, and business growth Letโ€™s discuss how I can add value to your project! ๐Ÿš€
    Featured Skill Corporate governance
    Business Planning & Strategy
    Executive Summary
    Initial Coin Offering
    SEO Writing
    Microsoft Excel
    Due Diligence
    Corporate Finance
    Microsoft Excel PowerPivot
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $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.
    Featured Skill 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
  • $250 hourly
    ๐Ÿค I partner with founders, executives, and finance teams to turn complex financial data into clear, actionable strategies. Using my proprietary CFO Reviewed Financialsโ„ข and Comprehensive Financial Modelโ„ข, I help you: โ–ถ๏ธ Secure Funding ๐Ÿ”น Build investor-ready financial models and decks ๐Ÿ”น Lead capital-raise negotiations and due diligence โ–ถ๏ธ Grow Efficiently ๐Ÿ”น Diagnose margin leakages and optimize cash conversion cycles ๐Ÿ”น Develop rolling forecasts & scenario plans to navigate uncertainty โ–ถ๏ธ Engineer an Exit ๐Ÿ”น Structure M&A-ready financials and tax-efficient reorganizations ๐Ÿ”น Support buyer diligence, valuation modeling & deal execution ๐Ÿ“Š MY 4-STEP PROCESS 1โƒฃ Discovery Call โ€“ Align on your business goals, challenges, and data landscape โ€“ Define success criteria, timelines, and key stakeholders for the engagement 2โƒฃ Deep-Dive Analysis: CFO Reviewed Financialsโ„ข โ€“ Review up to 60 months of P&L, Balance Sheet & Cash Flow statements and benchmark against budgets, prior forecasts and industry KPIs โ€“ Analyze the data to surface trends, risks, and opportunity zones in custom dashboards โ€” and deliver a concise report with prioritized, data-driven recommendations 3โƒฃ Actionable Planning: Comprehensive Financial Modelโ„ข โ€“ Build a dynamic, driver-based financial model that becomes your monthly budget โ€“ Define 3โ€“5 key performance indicators tied to growth, margin, and cash runway 4โƒฃOngoing Partnership โ€“ Monthly strategy sessions to track progress and pivot as needed โ€“ On-demand support for fundraising, board reporting, or turnaround interventions ๐Ÿ† SELECT ENGAGEMENT HIGHLIGHTS โœ… $29.3M raised over four VC rounds with a healthcare payments platform โœ… $20M expansion funding for a 3D printer manufacturer โœ… $5M telehealth startup sale (plus contracts) โœ… Turned around a $1.5M loss to a $0.5 M profit in North American distribution for a global electronics brand โœ… Engineered a tax-free reorg saving $250K+ in taxes and fees for a $25M e-commerce company โœ… Secured $1M pre-seed and co-founded an innovation platform โ€œJeremy is one of the best professionals Iโ€™ve ever worked with [โ€ฆ] from our first customer all the way to our acquisition.โ€ โ€“ Dr. Sina Arham, Co-Founder at Fridays โš™๏ธ CORE SERVICES โ–ช๏ธFractional & Interim CFO (monthly retainer) โ–ช๏ธCFO Reviewed Financialsโ„ข & Financial Health Assessments โ–ช๏ธComprehensive Financial Modelโ„ข, Driver-Based Financial Modeling & Scenario Planning โ–ช๏ธForecasting, Budgeting & Cash Management โ–ช๏ธFundraising Strategy, Investor Decks & Due Diligence โ–ช๏ธKPI Development, Board & Management Reporting โ–ช๏ธExit Readiness, M&A Modeling & Tax-Efficient Structuring โ–ช๏ธTurnaround Strategy & Executive Coaching ๐Ÿ”œ Ready to define and surpass your financial goals? Message me now to discuss your project/needs.
    Featured Skill 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
  • $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.
    Featured Skill Corporate governance
    Financial Projection
    Financial Modeling
    Business Presentation
    Financial Report
    Amazon Web Services
    Cash Flow Analysis
    Strategy
    Financial Analysis
    Finance & Accounting
    Business Plan
  • $75 hourly
    I have more than 20 years working in accounting and finance. Working for many multinationals / SME and Start-ups in Switzerland. I 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
    Featured Skill 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
  • $35 hourly
    Work with a Top-Rated Fractional CFO and Expert Bookkeeper to Drive Sustainable Growth Are you looking to partner with a seasoned Fractional CFO who can execute and deliver results? I specialize in helping small to medium-sized business owners make informed financial decisions, optimizing both financial and non-financial resources for maximum ROI. By developing comprehensive financial forecasts and detailed budgets, I provide my clients with a clear vision for the future, highlighting how strategic decisions impact the financial health of their businesses. With 7+ years of experience in building robust financial systems and strategies, Iโ€™m proud to be among the top 3% performers on Upwork. My expertise lies in guiding businesses toward sustainable growth and profitability. We Are a Great Fit If Youโ€™re Thinking: โ€ข โšก โ€œI want to scale my business sustainably.โ€ โ€ข โšก โ€œMy business lacks key financial processes and controls.โ€ โ€ข โšก โ€œIโ€™m ready to transition to a data-driven decision-making approach.โ€ โ€ข โšก โ€œMy books show profits, but my cash flow is a constant struggle.โ€ โ€ข โšก โ€œI want to strategically plan for a successful exit in the next 3-5 years.โ€ โ€ข โšก โ€œDespite showing profits, Iโ€™m not satisfied with my compensation.โ€ โ€ข โšก โ€œI find it challenging to determine competitive and fair team salaries.โ€ When You Work With Me, You Will: โ€ข โœ… Understand Your Financial Position: I conduct a thorough financial health check to identify key red flags and growth opportunities. โ€ข โœ… Design a Tailored Financial Strategy: If you donโ€™t already have a business plan, Iโ€™ll help you create one and align it with your financial goals. โ€ข โœ… Build Reliable Financial Systems: Develop the infrastructure to scale confidently and track growth effectively. โ€ข โœ… Receive Real-Time Analysis and Dashboards: Stay updated with practical financial insights and business performance tracking. โ€ข โœ… Uncover Profit Opportunities: Discover hidden opportunities to increase market share and overall profitability. โ€ข โœ… Collaborate with an Expert Finance Team: Maximize the value of your financial data with a team that understands your business needs. Hear from Our Clients: Explore success stories from clients who have transformed their businesses with our services on YouTube. Just search โ€œCeleste Advisorsโ€ for insightful feedback and testimonials. -------------------------------- Expertise: Coaching programs, IT Services, Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP, Fathom, XERO, QBO, Wave, Tally ERP
    Featured Skill Corporate governance
    Financial Consulting
    Financial Accounting
    Cash Flow Modeling
    Business Consulting
    Strategic Plan
    Cost Management
    Financial Management
    Cash Flow Analysis
    Financial Report
    Forecasting
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Planning
    Financial Analysis
  • $200 hourly
    As a Fractional CFO with experience scaling businesses to $1B ARR and executing $5B in M&A transactions, I bring executive-level finance leadership and hands-on operational expertise โ€” exactly what early-stage and growth companies need to succeed. I work with startups, SMBs, and venture-backed companies to build business and financial models, financial infrastructure, optimize operations, and drive capital strategy. Recent Engagements: CFO - B2B SaaS - Cash Flow, Operating Model $1M ARR bootstrapped SaaS company, managing a sustainable growth rate of 11% while refining PMF, and preparing for external capitalization. Cash Flow - Working Capital - Financial Assessment Identified $5M in working capital relief for a $100M general contractor, and evaluated the performance of people, processes, and systems to improve profitability and overall performance. CVC Funding Strategy for SaaS, AI, and Clean Energy Ventures Orchestrated $75M in corporate venture capital funding across 30+ early-stage SaaS, AI, and Clean Energy ventures. Partnered with a venture-building consultancy for Fortune 1000 firms to design business models, funding strategies, accelerate commercialization, and position ventures for external capitalization. Portfolio Optimization and Spin-Out Preparation for KSA-Based SaaS Ventures Directed a $200M portfolio of KSA-based SaaS ventures, delivering $80M in savings through financial restructuring, cost optimization, and operating model redesign. Successfully prepared three ventures for external investment and strategic spin-out, enhancing portfolio valuation and liquidity potential. Interim CEO Leadership for Arabic Gen-AI LLM Startup Served as interim CEO for the largest Arabic-language Gen-AI LLM platform. Led corporate development and capital strategy initiatives, securing a โ‚ฌ36M term sheet from strategic and institutional investors. Drove product commercialization and organizational scale-up to support Series A readiness. Areas of Expertise Leadership and Strategic Finance Financial Modeling (DCF, Comps, Dynamic Statements, Contribution Income, Investment Allocation) Capital Structure Optimization, Fundraising, and M&A Operational Restructuring, Revenue Generation, and Cost Reduction SaaS Metrics, ASC 606, GAAP Compliance, FP&A Systems ERP Implementation (NetSuite, Sage, QuickBooks), Risk Assessment, Governance Industry Experience SaaS | Software | Clean Energy | Advanced Materials | Biotech (Genomics, Devices, IVD) Global Experience EU | MENA | APAC | SEA Markets Capital Achievements $500M+ Capital Raised | $5B+ M&A Transactions | $145M IPO Notable Exits: SaaS, Clean Energy, Logistics, Enterprise Software
    Featured Skill Corporate governance
    Venture Capital Consulting
    Forecasting
    Financial Modeling
    Business Cases
    Pro Forma Statement
    SaaS
    Business Plan
    Business Modeling
    Financial Analysis
    Balance Sheet
    Microsoft Excel
    Intuit QuickBooks
  • $50 hourly
    ARE YOU READY TO UNLOCK YOUR BUSINESS'S TRUE FINANCIAL POTENTIAL? With 13+ years of hands-on experience, I specialize in helping fast-growing companies in SaaS, e-commerce, crypto, and real estate optimize their financial systems for maximum profitability. Hereโ€™s the deal: I guarantee to find at least 3 WAYS TO BOOST YOUR PROFITABILITY WITHIN 30 DAYS. Iโ€™m offering a FREE 30-MINUTE financial review where weโ€™ll dive deep into your financial processes, uncover areas for quick wins, and provide a clear 3-month action plan that accelerates growth. No fluff. No catch. Just actionable insights to drive your business forward. Interested? Message me now to schedule your free review! --- IS YOUR FINANCIAL STRATEGY HOLDING YOU BACK? If you're struggling with inefficient accounting, inaccurate data, or a lack of strategic insights, you're not alone. Navigating complex financial landscapes without a clear, data-driven strategy can feel like you're spinning your wheels. But hereโ€™s the thingโ€”effective financial management can transform your business. Top companies use robust financial tools and strategies to make informed decisions and scale rapidly. And you can too. Thatโ€™s where I come in. --- ABOUT ME: With over 13+ years of experience in SaaS, ecommerce, crypto, and real estate, I have a proven track record of transforming financial operations and driving rapid growth for high-performing companies. Iโ€™ve worked in CFO, Accounting Manager, and Senior Platform Operations Accountant roles at major companies like Coinbase, where I managed large-scale projects and multi-million dollar portfolios. I specialize in financial modeling, forecasting, and providing strategic guidance to ensure your business scales with efficient financial systems. --- I WORK WITH: โžœ SaaS Companies: Automating processes, improving revenue recognition, and developing data-driven strategies for scalable growth. โžœ Ecommerce Businesses: Streamlining inventory, improving cash flow, and providing actionable insights that drive profitability. โžœ Crypto & Blockchain Firms: Navigating the complexities of crypto finance and ensuring compliance in a highly regulated space. โžœ Real Estate Companies: Optimizing property budgets and cash flow management for sustainable growth. --- WHAT I BRING TO THE TABLE: โœ“ Financial Modeling & Analysis: Build robust, data-driven models for forecasting, projections, and budgeting. โœ“ Strategic CFO-Level Insights: Offering high-level guidance to enhance decision-making and drive business growth. โœ“ Audits & Compliance: Ensuring your financial systems meet industry standards and best practices. โœ“ Cost Accounting & Budgeting: Identifying areas for cost-saving without sacrificing growth potential. โœ“ Real-Time Data Tools: Using QuickBooks, NetSuite, Power BI, Tableau, and other cutting-edge tools to analyze and visualize your financial data. --- RECENT CLIENT WINS: โœ”๏ธ $30.5M raised in venture funding and debt financing โœ”๏ธ 75% YoY revenue growth for an e-commerce client โœ”๏ธ Facilitated a $5M division sale through a Special Purchase Agreement โœ”๏ธ Managed PPP loan forgiveness for $500K โœ”๏ธ Navigated complex IRS and third-party audits --- WHAT MAKES ME DIFFERENT? โžœ 13+ years of experience working with top companies in SaaS, ecommerce, crypto, and real estate. โžœ Proven track record of transforming financial systems and delivering significant ROI through cost-saving and growth-driving strategies. โžœ Hands-on experience in high-level roles like CFO and Accounting Manager at Coinbase, where I managed large-scale projects and multi-million dollar portfolios. โžœ Entrepreneurial spirit as the Founder/CEO of my own consulting firm, helping businesses uncover financial opportunities and optimize strategies. --- MY 4-STEP PROCESS TO SUCCESS: โ‘  Audit: Review your current financials, processes, and systems to pinpoint gaps and opportunities for improvement. โ‘ก Plan: Develop a clear, actionable roadmap with quick wins and long-term growth strategies. โ‘ข Implement: Execute the plan, automate processes, upgrade systems, and set up custom dashboards for real-time visibility. โ‘ฃ Optimize: Continuously monitor and fine-tune your financials, offering ongoing strategic guidance to ensure you hit your goals. --- READY TO GET STARTED? Book your FREE 30-minute financial review today! Letโ€™s discuss your challenges, identify opportunities for immediate profitability, and explore how I can help your business scale. No obligation, no costโ€”just valuable insights to drive your financial success. But hurryโ€”MY CALENDAR FILLS UP FAST, and I can only take on a few new clients each month. So, donโ€™t miss out on your chance to unlock your businessโ€™s financial potential! Ready to accelerate growth? LET'S TALK! I look forward to helping you scale your business. โ€” Gabriel H.
    Featured Skill Corporate governance
    Financial Modeling
    Financial Analysis
    Financial Report
    Certified Tax Preparer
    Business Plan
    Xero
    Cost Accounting
    Financial Planning
    Fund Accounting
    Account Management
    Financial Accounting
    Account Reconciliation
    International Accounting Standards
    Bookkeeping
    Oracle NetSuite
  • $96 hourly
    I am a CPA and a Finance and Business Executive. I have experience across many different industries. I have a passion for solving problems, engineering solutions and automating work with technology. Contact me for Fractional CFO or COO services, system implementation, financial reporting, financial modeling, sales, marketing and operational reporting and automation. Let me show you how to engineer your reporting to drive action, business results and improved profitability. I specialize in Financial Reporting, Automation, Web Automation, Data Scraping, Sales and Marketing Reporting, Operational Reporting, and gearing those reports toward action to drive business outcomes.
    Featured Skill Corporate governance
    Visual Basic for Applications
    Google Workspace
    JavaScript
    Selenium WebDriver
    Data Analysis
    Selenium
    Financial Reporting
    Macro Programming
    Financial Statement
    Accounting Software
    Customer Relationship Management
    Automation
    Microsoft Excel
  • $25 hourly
    Hi there! Are you searching for a seasoned lawyer who can competently handle your legal matters on a global scale? Look no further! With years of international experience and a solid track record of success, I bring a wealth of expertise to the table. As a qualified Attorney called to the Nigerian Bar, a Chatered Banker and a Chartered Arbitrator, I possess the skills and knowledge necessary to address a wide range of legal issues. Concerned about the potential challenges of working with a foreign-trained lawyer? Let me put your mind at ease. My comprehensive understanding of both Nigerian and international law, experience in working in International lawfirms and clients, combined with my commitment to excellence and client satisfaction, ensures that I deliver top-notch legal services tailored to your specific needs. From corporate law to intellectual property rights, to employment law to finance law, I specialize in various areas of law, providing strategic counsel and practical solutions to businesses and individuals alike. With a focus on clear communication, transparency, and responsiveness, I ensure that my clients are well-informed and empowered every step of the way. Ready to take your legal experience to the next level? Let's collaborate and discuss how I can assist you in achieving your legal objectives efficiently and effectively. Get in touch today to explore how I can be of service to you. I can't wait to hear from you!
    Featured Skill Corporate governance
    Legal Consulting
    Writing
    Editing & Proofreading
    Content Writing
    Article Writing
    Reputation Management
    Corporate Governance
    Anti-Money Laundering
    Document Review
    Corporate Law
    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 law practice where my focus spans a wide range of contractual agreements including: โ— influencer โ— partnering โ— publishing โ— SaaS โ— IP licensing โ— technology transfer โ— website terms of use โ— CCPA & GDPR compliant privacy policies โ— IT outsourcing โ— cloud services โ— residential and commercial construction โ— subcontractor โ— education โ— FERPA โ— medical โ— HIPAA โ— mergers and acquisitions โ— employment โ— commercial lease โ— equity share โ— equipment sale & lease โ— franchise โ— travel โ— confidentiality โ— non-compete โ— RFP/RFQ โ— FAR โ— AIA โ— and moreโ€ฆ. 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.
    Featured Skill Corporate governance
    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
  • $150 hourly
    Senior executive legal professional with over 40 years of experience at both large corporations including John Hancock Financial Services, Prudential Insurance Company, VP and General Counsel of Sanborn, Inc. (led company through VC funding rounds ad IPO)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 on Founder, C-suite, employee and independent contractor agreements. Expertise in NDAs, non-solicitation/non-competition and proprietary information/IP agreements. 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.
    Featured Skill 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
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