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$45 hourly
Jodi M.
- 5.0/5
- (6 jobs)
I am currently an Accounting Manager for a Fortune 200 manufacturing company. I also have a Bachelor of Science Degree in Business Management and have worked in the field of accounting for the last 20 years. I am available to support your accounting and bookkeeping needs so that you may keep your focus on running your business. I have much experience in managing multi-million budgets, processing accounting transactions, preparing financials, completing account reconciliations and various account analyses, as well as making financial recommendations to management. I have much experience in using Microsoft based applications including Excel, Access, Word and PowerPoint. I also currently manage an ERP system and have had exposure to variety of ERP systems to manage company data.

Financial Analysis
Accounts Payable Management
Data Entry
Financial Reporting
Financial Accounting
Bank Reconciliation
Microsoft Excel
$275 hourly
Jason V.
- 4.9/5
- (477 jobs)
I am a highly specialized professional in custom financial modeling, leveraging the power of Excel and Google Sheets to deliver exceptional results. With over a decade of experience in financial planning and analysis, I have successfully catered to the needs of both large corporations and small businesses. My expertise lies in two prominent sectors: Software-as-a-Service (SaaS) and Real Estate. Throughout the past eight years, I have honed my skills in these industries, developing cutting-edge techniques such as cohort modeling to provide highly effective solutions. In the realm of real estate, I excel at constructing pro forma forecasting templates that encompass a wide range of joint venture waterfall structures. These include intricate elements such as IRR hurdles, general preferred return, preferred equity, and unique contractual agreements. I love all things CRE modeling. Within the SaaS domain, I specialize in crafting comprehensive 3-, 5-, and 10-year forecasting models. These models incorporate meticulous bottom-up assumptions to analyze subscription pricing strategies, contract lengths, retention rates, fixed and variable costs, CAC/LTV (Customer Acquisition Cost/Lifetime Value) outputs, and integrated 3-statement financial models. Regardless of the industry, I am eager to tackle any financial modeling assignment. My experience spans diverse sectors, encompassing everything from car washes and laundromats to product-as-a-service systems, construction companies, and everything in between. I work weekends and all hours.

Financial Analysis
Underwriting
Accounting
Financial Planning
Financial Analysis & Valuation
Business Planning & Strategy
Financial Projection
Pro Forma Statement
Joint Venture
SaaS
Google Sheets Automation
Real Estate
Real Estate Financial Modeling
Financial Modeling
Microsoft Excel
$100 hourly
Brittany M.
- 5.0/5
- (16 jobs)
I graduated Summa Cum Laude with Institutional Honors with a Bachelor of Business Administration in Accounting degree. I have 7 years of experience at a public accounting firm and hold an active Certified Public Accountant (CPA) License. I also have 4 years of experience as a Controller at a large nonprofit organization. Public accounting experience: Assurance manager with experience performing, supervising, and reviewing audit, review, compilation, agreed upon procedure, Single Audit compliance, and employee benefit plan engagements within the nonprofit, healthcare, and manufacturing industries. I also have experience working with clients of varying sizes on projects including: - Compiling Financial Statements - Assisting with account reconciliations, posting journal entries, data entry, and managing covenant calculations - Maintaining fixed asset records - Designing and implementing internal controls - Creating useful spreadsheets for data analysis Controller experience: - Performing account reconciliations - Completing close process each month - Producing monthly reports: Balance Sheet, P&L, budget to actual analysis - Posting, reviewing, and approving journal entries - Reviewing and authorizing accounts payable transactions - Creating a multi-department annual budget - Developing templates to automate processes - Assisting with processing payroll - Applying for PPP Loan forgiveness - Overseeing annual audit - Compiling annual Financial Statements I have extensive training and experience with Microsoft Office programs, including Excel, Access, Teams, SharePoint, Word, and PowerPoint. I also have experience with many other software applications such as QuickBooks (desktop and online), Sage Intacct, TValue, CaseWare IDEA, CaseWare Working Papers, and ProFx Engagement.

Financial Analysis
Financial Audit
Financial Accounting
Chart of Accounts
GAAP
CPA
Sage Intacct
Bookkeeping
Data Analysis
Financial Reporting
Intuit QuickBooks
Data Entry
Microsoft Excel
$30 hourly
Nicole W.
- 5.0/5
- (7 jobs)
I have successfully delivered financial modeling, investment research, and data-driven insights for portfolios exceeding $100M in assets, working with Fortune 500 companies, hedge funds, and investment firms. My expertise spans business intelligence, automation, and financial strategy, helping organizations make informed decisions and optimize profitability. Key Achievements & Projects: ✔️ Managed & analyzed portfolios worth $100M+, driving high-yield investment decisions. ✔️ Developed interactive Power BI dashboards, improving financial reporting and performance tracking. ✔️ Automated financial data pipelines, reducing manual workload by 60%. ✔️ Optimized forecasting models with DAX & SQL, improving accuracy by 30%. ✔️ Designed API-integrated data solutions, streamlining cross-platform reporting. ✔️ Published market analysis reports in USA Today, covering equities, forex, and macroeconomic trends. ✔️ Implemented risk management strategies, cutting portfolio risks by 30% for an investment firm. ✔️ Enhanced capital allocation strategies, increasing investment efficiency by 20%. My Expertise Includes: ✅ Investment Research & Market Analysis – Data-backed valuation models, asset allocation, and risk mitigation. ✅ Financial Modeling & Forecasting – Advanced Excel & DAX models for budgeting, M&A, and predictive analytics. ✅ Data Analytics & Business Intelligence – Power BI, SQL, Python, R, and automation tools to transform raw data into insights. ✅ Automation & API Integrations – Power Automate, SharePoint, Dataverse, and cross-platform reporting. ✅ Risk Management & Strategy – Proven risk mitigation techniques reducing portfolio risks. How I Work: 🔍 Project Understanding – Define objectives, scope, and deliverables. 📊 Data-Driven Solutions – Provide actionable insights through analytics and visualization. ⏳ Execution & Delivery – Ensure timely, high-quality results with transparent communication. 📩 Let’s collaborate to drive data-powered financial success—message me today! 🚀

Financial Analysis
Financial Reporting
Microsoft Excel
Chartered Financial Analyst
Account Reconciliation
Accounts Payable
Financial Projection
Virtual Assistance
Data Analysis
Bookkeeping
Statistics
IBM SPSS
Finance
Accounting
$150 hourly
David C.
- 4.9/5
- (135 jobs)
Former TradeStation EasyLanguage Engineer who answered 17,000+ TradeStation EasyLanguage Forum questions for Traders and Developers. Developed thousands of strategies/indicators and the most advanced products available which enhance automated trading. Degreed Electrical Engineer with a MBA. I am thoroughly versed in TradeStation nuances and I build on a strong foundation of listening to the customer, bringing clarity to the issues, and finding solutions to the problems. I ask the questions that help you rigorously define your project and decide if it is possible, affordable, and ultimately, desirable. There are many paths that can be taken when writing code. How the code is written can impact how efficiently your strategy trades. Having been exposed to so many other trader's and developer's code and to finding solutions for their issues, I bring a broad perspective to coding and a deep understanding of just how to effectively and quickly code in TradeStation EasyLanguage while avoiding non-obvious pitfalls.

Financial Analysis
TradeStation
EasyLanguage
Object-Oriented Design
Statistical Analysis
Six Sigma
$56 hourly
Dj H.
- 5.0/5
- (0 jobs)
Meet your Virtual Property Manager (VPM) and Bookkeeping Specialist. We are your All-In-One Back Office Support Team Hello! Thank you for taking the time to review my profile and work qualifications for your current hiring needs. My team and I are your All-in-one Real Estate Back Office team. As a property owner myself, I experienced the challenges of keeping up with all the ‘to-dos’ in real estate. I own real estate myself, along with a property management company, construction company, and staffing company. Experience working with ● Catch up and Clean Up ● Reconciliation ● Corporate Books Cleanup My team and I specialize in: ● Leasing ● Data Cleanup ● Tenant Lifecycle Management ● Maintenance Coordination ● Bookkeeping ● Short Term Rentals We specialize in using softwares such as ● Appfolio ● Quickbooks ● Property Meld ● Hostaway I have been involved in every element of start-ups to Fortune 500 businesses. If you are looking for someone who has the 'hands-on experience' of the behind-the-scenes and front-facing side of the business to cover all of your needs from 'concept to conception', I am your resource. ***I'm available for a free 30-minute consultation, go ahead and reach out to schedule a preliminary session. ✔️FULL CYCLE ACCOUNTING ● Accounting strategist ● Clean Up and Catch Up ● Specialize in reviewing and analyzing opportunities ● QBO Certified ● Appfolio Specialist If you are looking for someone who can wrap their arms around various business and accounting needs to optimize your vision and take it to the next level, please reach out directly as I am readily available to interview! -DJ H. ____________________________________________________________________ 5 STAR Client Reviews: ⭐⭐⭐⭐⭐"DJ goes above and beyond your expectations! Incredibly detailed and on schedule! I was expecting a marketing plan and got so much more than that. He outlined our entire year with goals and expectations that far exceeded our expectations" ⭐⭐⭐⭐⭐"Dj was extremely communicative and thorough ! I am sure I will be hiring him again in the near future."

Financial Analysis
Property Management Software
Property Management
AppFolio
QuickBooks Online
Business Plan
Technology Management Solutions SIMS
Startup Company
Strategy
Real Estate
$75 hourly
Rachel F.
- 4.9/5
- (6 jobs)
Hello and welcome! I'm thrilled to have you here. I am Rachel Faciana and I offer a full suite of financial services designed to empower your business and drive growth. Whether you’re a startup, small business, or an established company, I’m here to provide the financial insight and support you need to succeed. What I Bring to the Table: Strategic Financial Leadership: With extensive experience in financial strategy, I serve as your part-time CFO, offering high-level guidance tailored to your business goals. I help you navigate the complexities of budgeting, forecasting, and cash flow management, ensuring you have a clear roadmap to financial success. Comprehensive Bookkeeping: Accurate and timely bookkeeping is the backbone of any successful business. I take care of all your day-to-day accounting needs, from transaction recording to financial statement preparation. With me handling your books, you can focus on what you do best—growing your business. Financial Reporting & Analysis: I provide detailed financial reports and insights that give you a clear picture of your business’s health. My goal is to help you make informed decisions with confidence, backed by accurate data and thoughtful analysis. Cost Optimization & Efficiency: Running a lean operation is key to maximizing profits. I’ll work with you to identify cost-saving opportunities and streamline your processes, ensuring your business operates as efficiently as possible. Tailored Solutions: No two businesses are alike, and neither are my services. I take the time to understand your unique needs and customize my approach to ensure you receive the exact support you need, when you need it. Why Choose Me? With a friendly, approachable style and a passion for helping businesses thrive, I’m more than just a service provider—I’m a partner in your success. My goal is to lift the financial burden off your shoulders, so you can focus on your passion and vision. Whether you need ongoing support or help with a specific project, I’m here to offer expert guidance every step of the way. Thank you for considering me as your financial partner. Let’s work together to take your business to new heights! Looking forward to connecting with you, Software: Quickbooks Online and Desktop, Microsoft Dynamics, Xero, Freshbooks, Oracle, SAP, NetSuite, Sage Intact, Zoho Books Apps: Monday.com, Hubspot, Jira, Buildertrend, Tsheets, Expensify, Bill.com, Fathom, Qvinci, Avalara, Stripe, Shopify, Citrix, StorEDGE Payroll: ADP, Quickbooks Intuit Payroll, Paycor, Paylocity, Gusto

Financial Analysis
Accounting Principles & Practices
Microsoft Dynamics CRM
Account Management
Accounts Payable Management
Accounts Receivable Management
Financial Accounting
Bookkeeping
Intuit QuickBooks
Bank Reconciliation
$50 hourly
Jonathan D.
- 5.0/5
- (58 jobs)
I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 4 years of using Excel / Google Sheets. I specialized in analyzing deals in the real estate (residential, multifamily, office, hospitality), SaaS, Ecommerce, etc. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Complex waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses

Financial Analysis
Financial Model
Financial Projection
Finance & Accounting
Marketing Analytics
Google Apps Script
Automation
Data Analysis
Google Workspace
Data Visualization
Dashboard
$60 hourly
Brandon U.
- 5.0/5
- (29 jobs)
Active CPA providing the following services: - Financial accounting - Bookkeeping - Individual tax preparation - Business tax preparation - Budget planning and preparation - Financial analysis My strengths are in financial accounting particularly in real estate and cash management. Tax preparation for individuals and businesses, especially 1040s and 1065s. And the budgeting process in several industries. I have a BBA in Corporate Finance from Ohio University and a Master's of Accounting in Financial Accounting from Cleveland State University. My work experience includes corporate finance in the retail and service industries and public accounting/auditing/tax preparation experience in the real estate and commercial lending industries. I aim to provide clients with reliable, quality, and expert service. I also value consistency, accuracy, and communication with clients to deliver excellent results.

Financial Analysis
CPA
Bookkeeping
Real Estate Financial Modeling
Financial Accounting
Balance Sheet
Tax Preparation
$125 hourly
Michael R.
- 4.8/5
- (13 jobs)
A motivated, detail-oriented Accounting Professional highly regarded for demonstrated experience conducting and evaluating in-depth financial analysis to continually improve internal efficiency and accuracy. Consistently promoted to positions of increasing authority and responsibility due to outstanding performance and continually exceeding expectations. Exemplary academic qualifications, including the achievement of a Master of Science in Accounting from Franklin University. Exceptional communication and interpersonal skills, with the capability to examine and understand client needs and deliver excellent customer support to continually drive repeat business and ascertain new clientele. Thrives in deadline-driven, fast-paced environments managing numerous projects while ensuring high- quality execution. Out-of-the-box, analytical thinker with the ability to innovate and implement process enhancements to increase the effectiveness of accounting operations.

Financial Analysis
Yardi Software
Commercial Lease
MRI Software
Triple Net Lease Agreement
Compliance
Technical Project Management
Property & Equipment Lease
Technical Accounting
$75 hourly
JD P.
- 5.0/5
- (4 jobs)
Hardworking dad providing balance sheet consulting advice to institutions by day, juggling family and side-hustles by night. MBA in Finance and Strategy. Tortured myself through CFA curriculum. Adds value to financial analysis, investments, cash management, writing, and business strategy projects. Loves business writing. Need copy edits? I’ll redline it. Need a finance blog? I got you. I look forward to working with you!

Financial Analysis
Chartered Financial Analyst
Blog Content
Investment Research
Balance Sheet
Finance
Writing
Bloomberg Terminal
Economics
Forecasting
Business Management
Editing & Proofreading
Investment Strategy
Strategy
$95 hourly
Eric R.
- 5.0/5
- (1 job)
I have extensive experience working in an entrepreneurial organization, primarily from the finance seat. I have a decade’s worth of experience of maintaining rigor and discipline financially and organizationally while also thinking creatively and contributing to overall strategy. -Expert proficiency in Excel and PowerBi -Full financial reporting, FP&A, budgeting, overall strategy -Ability to collaborate across all functions of a high performing business -Additional background in writing and editing

Financial Analysis
Writing
Business Intelligence
Cost Control
Financial Accounting
Financial Analysis & Valuation
Finance & Accounting
Business Analysis
Business
Microsoft Excel PowerPivot
Excel Macros
Microsoft Excel
$40 hourly
Marshall H.
- 5.0/5
- (2 jobs)
I'm a seasoned finance writer experienced in crafting compelling content that resonates with audiences and drives engagement. Here's what you can expect when you work with me: * Expertise in finance writing: From articles to blog posts, I excel in producing high-quality content tailored to the finance industry. * Strategic content development: I understand the nuances of finance and utilize this knowledge to develop content strategies that align with your business goals and resonate with your target audience. * SEO optimization: With a keen understanding of SEO best practices, I ensure that your content not only informs and educates but also ranks well in search engine results, driving organic traffic to your website.

Financial Analysis
Personal Finance & Wealth Management
Content SEO
SEO Writing
SEO Keyword Research
SEO Content
Content Management
Content Editing
Content Analysis
Investment Research
Personal Finance
Finance & Accounting
Finance
Content Writing
Content Creation
$75 hourly
Brittany M.
- 5.0/5
- (13 jobs)
Valuable insight into your business - which starts with accurate accounting records - results in more efficient business operations. I like to learn about clients' businesses and help them understand their finances to grow their businesses. I am an accountant and QuickBooks ProAdvisor with a Master of Science in Accounting and experience working with clients of all sizes in various industries such as insurance, advertising/marketing, restaurants, retail, e-commerce, automotive, professional services, fitness facilities, and franchises. I have worked with s-corps, LLCs, partnerships, and sole proprietorships, generating revenue of up to $20M per year. My experience includes analyzing accounting records, financial statements, and financial reports to evaluate accuracy and compliance with generally accepted accounting principles or other related standards. I have demonstrated an ability to independently apply accounting processes, identify discrepancies, and institute strategies to solve complex accounting issues. I offer the following services to clients: --Accounting software implementation --Clean-up, catch-up, and regular monthly bookkeeping --Vendor management and bill payments --Customer billing and collections --Payroll processing --Budgeting and forecasting --Financial statement preparation, review, and analysis --Tax planning, compliance, and consultation --Other services as requested I am very organized, detail-oriented, and passionate about whatever I do. I'd love to learn about your business and help you grow!

Financial Analysis
Google Sheets
Finance & Accounting
Financial Reporting
Blog Content
Bookkeeping
Accounting Software
Microsoft Excel
Financial Audit
Accounts Payable
General Ledger
Accounting
Intuit QuickBooks
Accounts Receivable
$75 hourly
Ryan C.
- 4.9/5
- (6 jobs)
I am a 18-year vet in the realm of credit and accounts receivable, with an education in Finance and extra skills to spare. When you hire me, you will receive the benefits of: *Someone who has built a credit department from nearly the ground up, ranging from policy creation to operating procedures. *Someone who has trained collectors and analysts to effectively manage credit risk without throttling the company's ability to sell its products or services. *Someone who has analyzed the financials of companies ranging from start-up to multi-billion dollar corporation, hitting on the proper lending solution that equally protects and enhances the bottom line. Sprinkle in some data analysis, supply chain, marketing, and operations.....voila....a well-rounded business acumen that can effectively help you meet many of your short-term and long-term project needs.

Financial Analysis
Invoicing
Financial Risk
Management Skills
Data Entry
Accounts Payable
Debt Collection
Customer Service
Accounts Receivable
Project Finance
Underwriting
Project Risk Management
Business Operations
Accounting Principles & Practices
$125 hourly
Shaun D.
- 4.9/5
- (102 jobs)
Welcome👋 I'm Dr. Shaun. I'm a professional business strategist & writer with a passion for helping startups & growth-minded companies develop 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀, 𝘁𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗹𝗮𝗻𝘀, & 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗿𝗲𝗮𝗱𝘆 𝗽𝗶𝘁𝗰𝗵 𝗱𝗲𝗰𝗸𝘀. Let's discuss! I'm an Expert Vetted, Top Rated Plus freelancer, and I 𝗹𝗼𝘃𝗲 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝘀𝘁𝗮𝗿𝘁𝘂𝗽𝘀 𝘁𝘂𝗿𝗻 𝘁𝗵𝗲𝗶𝗿 𝗶𝗱𝗲𝗮𝘀 𝗶𝗻𝘁𝗼 𝗽𝗹𝗮𝗻𝘀, 𝘁𝗲𝗹𝗹 𝘁𝗵𝗲𝗶𝗿 𝘀𝘁𝗼𝗿𝗶𝗲𝘀, 𝗮𝗻𝗱 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝘁𝗵𝗲𝗶𝗿 𝗴𝗼𝗮𝗹𝘀. Over the past 10+ years I have 𝘄𝗼𝗿𝗸𝗲𝗱 𝗰𝗹𝗼𝘀𝗲𝗹𝘆 𝘄𝗶𝘁𝗵 𝟭𝟬𝟬’𝘀 𝗼𝗳 𝘀𝘁𝗮𝗿𝘁𝘂𝗽𝘀 𝗮𝗻𝗱 𝗴𝗿𝗼𝘄𝘁𝗵-𝗼𝗿𝗶𝗲𝗻𝘁𝗲𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 around the world developing business plans, financial models, pitch decks, confidential information memorandums, and other business and marketing materials helping 𝗿𝗮𝗶𝘀𝗲 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻. I have studied business - and startups - extensively, having earned an MBA from the University of Cincinnati and a Ph.D. in Entrepreneurship from the University of Louisville. I've also taught courses in Business Planning, Entrepreneurship & Innovation, and Entrepreneurial Small Business to undergraduate and graduate students, so I have a deep understanding of how to help guide founders and business owners through the planning process. I bring a rigorous, well-researched approach to business planning and strategy and a vast array of knowledge to help you with your business planning needs. ✰ 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 ✰ The most common type of business planning services that I provide include: 🗹 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀: Prepare a customized Business Plan for your business tailored to your specific business needs including market research, financial projections and structure and storytelling. 🗹 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Prepare an investor ready Pitch Deck with your startup or company narrative including content and design. 🗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀: Prepare editable financial models for your startup, including 5-year financial projections (Pro Forma P&Ls, Cash Flow, and Balance Sheets), sensitivity analysis, and KPIs. 🗹 𝗢𝗻𝗲-𝗣𝗮𝗴𝗲𝗿𝘀: Prepare a One-Pager summary of the business opportunity. 🗹 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 𝗜𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺: Prepare a Confidential Informational Memorandum presenting your business for acquisition or sale. 🗹 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻 𝗮𝗻𝗱 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 & 𝗘𝗱𝗶𝘁𝘀: If you already have a business plan or pitch deck but need to update its contents or make it investor ready, we can provide feedback, suggestions, and help you through the process of updating or revamping your existing materials. ✰ 𝗧𝘆𝗽𝗲𝘀 𝗼𝗳 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 ✰ The type of business plan you need will likely be determined by its intended purpose. Types of business plans that I specialize in include: 🗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 🗹 𝗦𝗕𝗔 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 🗹 𝗕𝗮𝗻𝗸 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 🗹 𝗜𝗺𝗺𝗶𝗴𝗿𝗮𝘁𝗶𝗼𝗻 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 🗹 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 🗹 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 ✰ 𝗧𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 𝗧𝗶𝗺𝗲𝘀 ✰ Although the turnaround times for each project may vary depending on your specific needs, the traditional timelines for most business plan projects are 1 to 4 weeks. ✰ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻 𝗕𝗿𝗲𝗮𝗸𝗱𝗼𝘄𝗻 ✰ First time startup founders usually spend between 100-200 hours to write their business plan. With my efficient (yet thorough) business planning process, we can help you craft a well-researched, well-strategized business plan in a fraction of the time. 𝟭) 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 (2 to 4 hours) 𝟮) 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 (4 to 8 hours) 𝟯) 𝗗𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀 (4 to 12 hours) 𝟰) 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗪𝗿𝗶𝘁𝗶𝗻𝗴 (4 to 12 hours) 𝟱) 𝗨𝗽𝗱𝗮𝘁𝗲𝘀, 𝗘𝗱𝗶𝘁𝘀, & 𝗙𝗶𝗻𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 (2 to 4 hours) ✰ 𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗠𝗲? ✰ There are a number of benefits of using professional business planning services, like: 🗹 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗮 𝘃𝗲𝘁𝘁𝗲𝗱 𝗲𝘅𝗽𝗲𝗿𝘁! 🗹 𝗣𝗿𝗼𝘃𝗲𝗻 𝘁𝗿𝗮𝗰𝗸 𝗿𝗲𝗰𝗼𝗿𝗱 𝗼𝗳 𝘀𝘂𝗰𝗰𝗲𝘀𝘀! 🗹 𝗛𝗮𝘃𝗲 𝗰𝗿𝗲𝗮𝘁𝗲𝗱 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝘁𝗵𝗮𝘁 𝗵𝗮𝘃𝗲 𝗵𝗲𝗹𝗽𝗲𝗱 𝗲𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿𝘀 𝗿𝗮𝗶𝘀𝗲 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻! 🗹 𝗜𝗻𝘀𝗶𝗱𝗲 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗽𝗿𝗼𝗰𝗲𝘀𝘀! 🗹 𝗦𝗮𝘃𝗲 𝘁𝗶𝗺𝗲 𝗮𝗻𝗱 𝗳𝗿𝘂𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻! 🗹 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹-𝗹𝗲𝘃𝗲𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗹𝗮𝗻𝘀 𝗮𝗻𝗱 𝗱𝗲𝗰𝗸𝘀! Let's talk more about your business planning and strategy needs and how I can help your ideas take off. Kind Regards & Best of Luck in Your Startup, Shaun Shaun P. Digan, MBA, PhD CEO & Lead Strategist Pro Business Planning

Financial Analysis
Book Writing
Business Consulting
Business Operations
Business Writing
Startup Consulting
Business Plan
Business Analysis
Market Research
Presentations
$50 hourly
William H.
- 0.0/5
- (0 jobs)
I am a Certified Management Accountant (CMA) with over 8 years experience working for global automotive manufacturers. Areas of expertise include financial reporting, budgeting, variance analysis, strategic planning, and cost accounting. My strengths include advanced Microsoft Excel skills including VBA programming. I am also fluent in Japanese, having worked as a corporate technical translator for 3 years.

Financial Analysis
Management Accounting
Financial Reporting
Financial Statements Preparation
Cost-Benefit Analysis
Budget Planning
Excel Macros
Microsoft Excel
Price & Quote Negotiation
Intercultural Communication
Japanese to English Translation
Manufacturing & Construction
English to Japanese Translation
Automotive
Strategic Plan
$85 hourly
Samantha G.
- 5.0/5
- (13 jobs)
Need help with budgeting, forecasting, and strategic financial planning? I help clients optimize their financial operations, reduce inefficiencies, and increase their revenue. I am a licensed attorney and CPA. My goal is to provide you with accurate and up-to-date financial data, and offer legal and financial insights, to guide you to make the best decisions for your company. I have extensive experience with budgeting, forecasting, bookkeeping oversight, and financial modeling and analysis. For the last 2 years, I worked as a Project Manager for a tax SaaS company, providing legal and financial review and research, tax consulting, project management, and product building. I worked in corporate finance before going full time in my business. I was an equity research analyst, investment banker, and the lead FP&A analyst for the CFO of a publicly traded corporation. I also have experience doing corporate law and corporate treasury work, including compliance, investor relations, and negotiating financial instruments. Clients... I've worked with start-ups and small - medium-sized businesses (up to $50M in revenue). I pride myself on providing excellent customer service and always delivering projects on time. (You can see in the 5-star reviews below.) If you’re looking for someone professional, enjoyable to work with, and who has the financial acumen to provide the right insights for your business, send me a message to talk further.

Financial Analysis
Company Valuation
Financial Projection
Accounting Software
Budgeting & Forecasting Software
Corporate Law
Microsoft Excel
Financial Accounting
Financial Planning
Financial Modeling
Project Management
Tax Law
Taxes
Business Plan Writing
Business Planning & Strategy
$30 hourly
Brandi S.
- 4.9/5
- (22 jobs)
Hello and welcome to my Upwork profile! I am a highly skilled and detail-oriented Administrative Assistant/Operations Manager with a proven track record of excellence in managing general office administrative tasks, human resources, payroll, accounts receivable/payable, bookkeeping, and marketing. My goal is to provide top-notch administrative support, ensuring smooth and efficient operations for your business. Key Skills: Office Administration: Proficient in managing day-to-day office operations, handling correspondence, scheduling appointments, and maintaining an organized and efficient work environment. Human Resources: Extensive experience in HR functions, including recruitment, onboarding, employee relations, and policy development. Skilled in maintaining personnel records, managing benefits administration, and ensuring compliance with employment laws. Payroll and Accounts: Adept at payroll processing, ensuring accurate and timely payments to employees. Experience in managing accounts receivable/payable, reconciling accounts, and generating financial reports. Bookkeeping: Strong background in bookkeeping, maintaining financial records, and implementing sound accounting practices. Proficient in using accounting software to track expenses, generate invoices, and monitor financial transactions. Marketing: Knowledgeable in marketing strategies and execution, including social media management, content creation, and email campaigns. Able to contribute to the development and implementation of marketing plans to enhance brand visibility and drive business growth. Why Choose Me? Efficiency and Organization: I excel in creating and implementing efficient systems to streamline workflow and enhance productivity. Adaptability: My ability to adapt to new challenges and learn quickly ensures that I can handle diverse tasks and responsibilities effectively. Communication Skills: I prioritize clear and effective communication, fostering a collaborative work environment and ensuring everyone is on the same page. Problem-Solving: I approach challenges with a proactive and solution-oriented mindset, finding creative ways to address issues and improve processes. Let's Work Together: If you are seeking a dedicated and results-driven Administrative Assistant/Operations Manager, I am eager to bring my skills and expertise to contribute to the success of your business. Let's connect and discuss how I can add value to your team and help you achieve your goals. Thank you for considering my profile, and I look forward to the opportunity to work with you!

Financial Analysis
Medical Billing & Coding
Bank Reconciliation
Scheduling
Payroll Accounting
Intuit QuickBooks
Accounts Receivable
Financial Reporting
Bookkeeping
Administrative Support
Business Consulting
HR & Business Services
$40 hourly
Ryan S.
- 0.0/5
- (1 job)
I am an active CPA and currently work as a Controller for multiple small businesses in a variety of industries including service / restaurant, construction, retail and real estate. I also own my own real estate investment and construction company in the Cincinnati, OH area. I have over 12 years of experience working in finance, accounting and audit roles and am proficient in QuickBooks Desktop and Online. I truly enjoy helping small businesses succeed and finding ways for them to operate more efficiently and effectively. I have my own small business as well so I understand the challenges and stresses associated with running your own business.

Financial Analysis
Bookkeeping
CPA
Intuit QuickBooks
$68 hourly
Evan B.
- 0.0/5
- (1 job)
Hello Future Client! I’m looking forward to contributing to your organization. My background in investment banking, private equity, and corporate finance makes me uniquely suited to assist your organization with whatever analysis is required. I’m quick, accurate, and a good communicator. Please consider my candidacy.

Financial Analysis
Aviation
Budget Proposal
Modeling
Financial Statement
Management Accounting
Accounting Basics
Financial Model
Mathematical Optimization
Financial Modeling
Economics
Discounted Cash Flow
Cash Flow Analysis
Financial Report
Accounting
$39 hourly
Hannah H.
- 5.0/5
- (2 jobs)
Are you a business owner or professional struggling to balance the demands of your work while aiming for growth? Imagine having a dedicated partner who seamlessly handles your administrative tasks, allowing you to focus on what you do best. Well let me introduce to you Hanify LLC Virtual Assistant Services – your key to streamlined success and enhanced productivity. I am a financial professional with 7 years of experience with a combination of administrative support, customer support, and financial services. In today's fast-paced business landscape, time is of the essence. Hanify LLC can offer you a strategic solution to offload time-consuming tasks and empower you to concentrate on core business activities that drive revenue and innovation. Hanify LLC is always committed to delivering reliable support tailored to your unique needs.

Financial Analysis
Administrative Support
Investment Banking
Payroll Reconciliation
Accounting Advisory
Google
Database
Microsoft Word
Financial Reporting
System Maintenance
Business Analysis
Business Services
Microsoft Excel
$50 hourly
Austin M.
- 0.0/5
- (0 jobs)
Detail-oriented Accounting Manager with expertise in financial analysis, budgeting, forecasting, and cost control. Adept at implementing and improving accounting systems and procedures to streamline processes and increase efficiency. Demonstrated success in leading and developing accounting staff to achieve optimal performance. Core Competencies: - Financial Analysis and Reporting - Budgeting and Forecasting - Cost Control and Management - Accounts Payable and Receivable - General Ledger and Journal Entries - Financial Statements Preparation - Process Improvement and Optimization - Staff Management and Training - Compliance and Audit Support - AIA/Construction Progress Billing

Financial Analysis
Management Accounting
Finance & Accounting
Journal Entries
Bookkeeping
Construction
GAAP
Cash Flow Analysis
Financial Accounting
Account Reconciliation
Bank Reconciliation
Payroll Accounting
Accounts Receivable
Accounts Payable
$45 hourly
TaxChex I.
- 0.0/5
- (0 jobs)
Hello! I’m an experienced accountant with over 25 years of helping small businesses manage their finances smoothly. With over 25 years of experience, our small business, run by a mix of seasoned experts and dynamic youth, provides streamlined tax processes and personalized payroll and accounting services. My services include: Accounting: I handle bookkeeping, financial reports, and ensure your business is on top of its finances. Payroll: I provide accurate and timely payroll services, so you never have to worry about employee payments. Tax Services: I offer tax planning, filing, and advice to make sure your business stays compliant and saves on taxes. Let our experienced team handle the intricacies, ensuring financial accuracy and compliance, while you focus on growing your business. I work closely with each client to understand their specific needs and offer personalized solutions. Whether you're just starting out or have an established business, I can help you streamline your financial operations and ensure everything is in order. Let’s work together to help your business grow and thrive! Reach out to discuss how I can support your accounting, payroll, and tax needs.

Financial Analysis
Tax Return
Account Reconciliation
Bank Reconciliation
Accounts Receivable
Accounts Payable
Accounting Basics
Financial Accounting
Microsoft Excel
Bookkeeping
Tax Planning & Advisory
QuickBooks Online
Tax Preparation
Payroll Accounting
Accounting
$30 hourly
Areeb R.
- 5.0/5
- (42 jobs)
Hi! I’m Areeb Rehman, a seasoned tax and financial consultant with over 7 years of experience assisting clients across the U.S. and Canada. As a dedicated financial advisor, I’m here to streamline your finances and ensure efficiency. I offer precise tax preparation, adept bookkeeping, and insightful business advisory services. My mission is to provide you with financial clarity and peace of mind using the latest accounting tools. I have consistently committed to client satisfaction by leveraging advanced software Like, QuickBook, Zoho Books, Odoo, My ERP, Xero to simplify finance management. Let’s collaborate to achieve your financial goals and sustainable growth. - Financial Consulting: Provide expert advice on financial management and strategic planning to help businesses and individuals optimize their financial health. - Tax Preparation Efficiently prepare and file taxes to maximize savings and ensure compliance with all regulatory requirements. - Bookkeeping Manage and organize financial records using software like QuickBooks, Zoho Books, Xero, Odoo, and My ERP, ensuring accuracy and reliability. - Business Advisory Offer guidance on cash flow optimization, profitability enhancement, and sustainable business development for long-term success. Let’s work together to achieve financial clarity and success! Contact me today to get started.

Financial Analysis
Accounting Software
US Taxation
Taxation
Accounting
Tax Accounting
Payroll Reconciliation
Payroll Accounting
Financial Accounting
Bookkeeping
$120 hourly
Muthoni K.
- 0.0/5
- (0 jobs)
With over 20 years of experience in financial management across industries—including corporate, nonprofit, education, manufacturing, and outsourced accounting—I bring a deep and versatile perspective to every project I take on. As the founder of S Kastner Consulting, LLC, I'm passionate about turning financial challenges into strategic opportunities. My work is driven by a commitment to financial clarity, compliance, and sustainable growth. I specialize in supporting women-owned businesses, minority-owned businesses, and nonprofits, helping them make empowered, informed financial decisions. My approach is rooted in collaboration, education, and transparency. I don’t just manage the numbers—I help my clients understand them and use them as a roadmap for growth and impact. Through my work, I advocate for financial confidence and equity in entrepreneurship and leadership. Let’s work together to build a stronger, more financially resilient future for your organization.

Financial Analysis
Nonprofit
Financial Consulting
Budget Planning
GAAP
Financial Audit
Strategic Planning
Business Process Outsourcing
Finance & Accounting
Accounting
Management Accounting
Accounting Software
$90 hourly
Melissa M.
- 0.0/5
- (0 jobs)
I am a business and marketing professional with other 17 years of experience with fortune 500 companies, specializing in strategy, planning, execution, measurement, and program management across almost all aspect of the marketing funnel. Services Offered: -FINANCIAL WELLNESS: budgeting, sales forecasting and planning, P&L review and management, business plans, etc. -MARKETING STRATEGY: competitive analysis, promotional planning and management, advertising strategy, collateral and content creation, consumer acquisition etc. -BUSINESS OPERATIONS: Standard Operating procedures, lead generation & management, program management, software setup and integration. -BUSINESS INTELLIGENCE: Product, Pricing, Promotions, and Placement, SWOT analysis, Business Case Studies, etc.

Financial Analysis
Promotion
Marketing Collateral Development
Marketing Advertising
Market Trends
Business Consulting
Business Cases
Market Analysis
Competitive Intelligence
Data Analysis
Lead Generation Strategy
Sales Enablement
Sales Strategy
Marketing
Business Operations
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