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Rating is 4.7 out of 5.
4.7/5
based on 326 client reviews
  2. Finance & Accounting Talent
  3. (Current) Financial Managers
  • $135 hourly

    • 4.9/5
    • (60 jobs)
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Mergers & Acquisitions
    Startup Consulting
    Crowdfunding
    Finance
    Startup Consulting
    International Business
    Financial Analysis
    Venture Capital Consulting
    Private Equity
    Corporate Finance
    Fundraising
    Investment Preparation
    Investment Banking
  • $39 hourly

    • 5.0/5
    • (49 jobs)
    Hi! My name is Amber Walker, MHA, CPC, CPC-I, and I have over 14 years of experience in the healthcare sector. Mission: My mission is to provide creative solutions for small and mid-sized behavioral healthcare organizations to facilitate strategic growth! Specialty: Mental and Behavioral Health I specialize in the following areas: - virtual assistance (patient registration, authorization submission, benefits verification) - identifying gaps in workflows and drafting new workflows - resolving claim denials - identifying root causes of claim denials - insurance claim submission and follow-up (In Network, Out of Network, EAP, and Self-pay) - validating insurance payments underpayments and overpayments according to contractual agreements - drafting claim appeals - accounts receivable management - EHR integrations and set ups Additional Experience - I've worked with commercial and government payers in GA, LA, CA, NJ, MD, IL, NY, TN, TX, FL, CO, OR, and VA. - I've used various EHR and EMR software such as Epic, ShareNote, PIMSY, Emdeon (Change Healthcare), Trizetto, Icanotes, Waystar, Optum, Kareo, Simple Practice, Charm, Athena, Therapy Notes, AdvancedMD, and Availity. - Google Suites, Outlook, Sharepoint, Access, Microsoft Excel/PowerPoint/Word, and OneDrive I look forward to discussing how we can strategically improve your revenue cycle and build a solid financial infrastructure. Respectfully yours, Amber Walker, MHA, CPC, CPC-I (Master of Health Care Administration, Bachelor of Biological Sciences, Certified Professional Coder (CPC) and Instructor (CPC-I))
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Invoicing
    Healthcare
    Accounts Receivable
    Virtual Assistance
    Insurance Verification
    Insurance Consulting
    Insurance Claim Submission
    Healthcare Software
    Revenue Cycle Management
    Medical Billing
    Medical Procedure Coding
    Medical Billing & Coding
    Medical Mastermind Medical Billing Services
    Revenue Management
    Healthcare Management
  • $90 hourly

    • 5.0/5
    • (33 jobs)
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Month-End Close Assistance
    Cash Flow Analysis
    Microsoft Excel
    Financial Modeling
    Financial Analysis & Valuation
    International Financial Reporting Standards
    Financial Plan
    Financial Reporting
    Business Strategy
    Business Modeling
    Financial Analysis
    Management Accounting
    Google Sheets
    Financial Planning
  • $200 hourly

    • 4.6/5
    • (12 jobs)
    25 years professional experience in corporate Finance /Operations, Cost Management Accounts, Financial Analyst/Consultant & Business Planner, Preparation of Financial Statements & Internal Audit of the whole System/ Policies and operational Activities including Group Coordination, administration & compromises of Party Ledgers & Bank compromises, Budgeting, Costing, Stock reports, Payroll, working with manufactured programming Quickbooks, Xero & ERP, Financial Analysis, Financial Modeling, Business Plan and catch up of operational Activities of the Organization. My expertise: Budget Management Strategic Development P&L / Revenue Growth International Business Mergers and Acquisitions Corporate Governance Risk Management Capital Markets Asset Management Portfolio Management Investment Management Project Finance Startups / Start-ups CFO and COO Corporate Finance Budgeting & Forecasting Financial Forecasting Cost Accounting Corporate Strategy Accounting Financial Accounting Business Consulting Business Management Management Accounting Business Process Reengineering Venture Capital Consulting Intuit Quickbooks QuickBooks Online Process Reengineering Business Analysis Business Innovation Financial Planning Pitchbooks Business Proposal Writing Strategic Planning Financial Presentations Business Scenario Development Business Continuity Planning Business Modeling Business Process Modeling Business Valuation Business Process Engineering Business Transformation Business Writing Excel
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    Information Analysis
    Organizational Plan
    Project Workflows
    Project Management Professional
    Management Skills
    Flowchart
    Business Valuation
    Company Policy
    Business Modeling
    Business Services
    Organizational Design & Effectiveness
    Lean Consulting
    Business Analysis
    Financial Analysis
  • $59 hourly

    • 4.8/5
    • (44 jobs)
    Tax Preparation, Fractional CFO Services, Business Advisory Specialties: IRS Enrolled Agent (Tax Preparation, Audit, Advisory) Diagnosing and optimizing Marketing and Operations Proactively engaging with HR and organizational issues Uncovering the source of lost revenue, unneeded expense, and reduced profits Experience: Before devoting my energy to freelance accounting and advisory work, I helped lead a team of financial advisors managing nearly $ 7 billion in Assets Under Management (AUM), spent ten years in the US Army serving as an Airborne Ranger (75th Ranger Regiment) and Intelligence Officer. I earned my MBA in leadership at the University of Washington and a Master's in Professional Accounting from Eastern Washington University. Testimonials: See my Upwork and LinkedIn profiles for feedback from the dozens of clients I have worked with over the past decade. Solutions: -Tax Preparation and Advisory -Process and Operations Development -Leadership Coaching -Organizational Design and Training -Financial Analysis -Marketing Funnel Optimization -Talent Planning -Defining roles with integrated Goals -Resource acquisition (People, Equipment/Fixed Assets, Capital, Time Management)
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Corporate Strategy
    Financial Analysis
    Project Risk Management
    Organizational Development
    Organizational Behavior
    Investment Research
    Marketing Strategy
    Business Coaching
    Career Coaching
  • $175 hourly

    • 5.0/5
    • (7 jobs)
    I am an enthusiastic, versatile, hands-on and strategic senior executive with experience in financial management, quality assurance, governance, and operations management for private and public companies in many industries, sized from very small to extremely large, and across 3 continents. I partner with businesses to help them grow and succeed; people working together toward a common vision accomplish more. Several clients have derived the greatest value from jointly analyzing their business, identifying easily achievable adjustments, key business drivers to track, and achieved efficient growth, even in difficult economic conditions, without the need for complex sales or marketing. On a team, effectively engaging all members, developing and mentoring, and encouraging effective communication contribute to bottom-line performance and employee engagement. I specialize in 3 areas: ▶ CLARITY, VISIBILITY and EFFICIENCY: I implement accounting and finance systems, or reengineer existing reports and statements, create metrics and charts to highlight and analyze performance, trends and strategies. Clarity of cash flows is an area I consider to be especially important. For a public manufacturer, I analyzed performance in detail (including product, customer, and department) and created tools for daily cash management to achieve a radical turnaround and profitable emergence from bankruptcy. For a power generation company and a public IT and SaaS company implementing new ERP systems and enhanced internal, external and board reporting highlighted performance, improved profitability over 200%, improved cash management, and created efficiency in the preparation and filing of reports. ▶ FUNDING, CORPORATE TRANSACTIONS and DUE DILIGENCE: I create business plans, financial models, investor information sheets and packages for raising debt, equity and grant funding, as well as for acquisition, restructure and disposal of entities and assets. When desired I accompany clients in meetings and manage data rooms for due diligence. For a construction company I closed two government grants and 7 debt instruments to fund capital projects. In aerospace I renegotiated, and later redeemed, all secured debt, raised new funding through unsecured lines of credit, two equity raises, two government grants and a large interest free loan. For an oilfield service group I negotiated and closed on the sale of a subsidiary, and in logistics merged entities. ▶ PROFITABILITY and RISK: I develop strategies for profitable business and for identification and management of risk. I drove growth and strategic realignment, added clients 2.5 times larger and doubled ongoing services in a financial service group. For a not-for-profit entity and a public company I introduced a risk assessment process reported to the boards of directors. For an international public group I development and implemented policies and procedures to ensure consistent standards, reporting and practices among subsidiaries (including bribery, corruption, privacy standards and international law). I renegotiated 26 insurance policies and created methodology to minimize risk and cost. I also have extensive experience in: ▶ Systems and processes ▶ People development ▶ Financial mentor and training ▶ Dashboards for strategic, board of directors, executive, operational or tactical purposes ▶ Strategic planning ▶ Development and implementation of financial policies and procedures ▶ Project tenders ▶ Project management My services include: • Interim, Virtual, or Part-Time CFO • Financial management • Cash Management • Management, Public and Board Reporting • Company Dashboard or KPI Creation and Enhancement • Financial Systems Assessment and Improvement • Forecasting, Budgeting and Business Planning • Financial Planning and Analysis • Investor and Funder Presentations • Process Design and Re-engineering • Turnarounds, Mergers, Acquisitions and Divestment support • Due Diligence • Corporate and Board Governance • Independent Director • Policies and Procedures • Risk Management and Business Continuity Planning • Fundraising Support • Pitch decks and raises • Business Proposal and Grant Writing • Contract Negotiations • Project Management • Accounting System Setup and Upgrades • Chart of Accounts Setup and Improvements My industry experience includes: ▶ Aerospace ▶ Computer software, hardware and SaaS ▶ Food manufacturing ▶ Health insurance and service ▶ International trade ▶ Manufacturing ▶ Medical services ▶ Not-for-profit ▶ Oil and gas ▶ Oilfield services ▶ Payroll and benefits service ▶ Power generation ▶ Professional services ▶ Transportation and logistics (intermodal) ▶ Utilities, and ▶ Many others. FREE If you would like to send me a copy of your financial statements I will provide you a complimentary initial assessment and recommendations for improvement. Please contact me to discuss your project.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    CPA
    Business Transformation
    Change Management
    Growth Strategy
    Continuous Improvement
    Process Improvement
    Financial Reporting
    Accounting
    Performance Optimization
    Management Consulting
    Business Plan
    Compliance
  • $59 hourly

    • 5.0/5
    • (51 jobs)
    You are Founder and CEO of growing business or start up. Your revenue is growing, your team is growing. You are work hard for your business but feel that things goes out of control and it takes almost all your time to fix it and put order on place. Operational routine is consuming all your time and you less and less generating new ideas and business opportunities... I'm here to help you with that! Take over routine and operational responsibilities from your shoulders and let you do what you doing best, generates ideas and business opportunities. The rest you can rely on me. Who I am? Experienced business operations/project and financial manager. Over 12 years in top management position in LafargeHolcim Group, number one enterprise in building industry. Since 2017 working as freelancer for worldwide clients and projects. Experience in Projects and Operations management for: IT startups. E-commerce. Renewable energy. Resource recovery. Skills in creation business model, development and start up. Team creation. Efficient management practice. Crisis management skills. Experience in market entry strategy, partnership negotiations, government relations. Budgeting, Forecast, Mid-Term plans projection, P&L responsibility, Capex management, Cost control and cost optimization, Treasure and accounting team management. Looking forward to be useful for you. Remain for your service. Sincerely yours Vasilii
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Project Management Professional
    Agile Project Management
    Project Management
    Operations Management
    Six Sigma
    Google Workspace
    Staffing Needs
    Light Project Management
    Business Development
    Business Plan
    Business Consulting
    Business Management
    Business Coaching
    Project Accounting
  • $20 hourly

    • 5.0/5
    • (127 jobs)
    Sandipan Paul is a highly ambitious and Certified Professional Accountant who is considered as world’s top 1% valuable talent by the top organizations. He has completed his education from Oxford Brookes University, UK and a professional degree from ACCA, UK. His career scope has expanded both locally and globally over the past 10 years. As a young successful professional, he has accomplished his goal as an entrepreneur, investor, and is helping others to achieve their potential in business. He is prudent when it comes to analyzing flow of money and its process. His extensive knowledge in Finance, GAAP, Accounting, Tax and IFRS has made him a noticeable person in both virtual and traditional arena. His style of work is discrete and has logical flow. At the outset, he listens to the problems and requirements of his clients. Following this, he sets a realistic goal with practical solution available within the agreed timeframe. He also measures the risk factors, compliance with financial regulations, data requirement, and documentation. Although he is not a computer scientist, he has strong technological expertise to understand any software application and its process. His objective of any given solution reflects long term effectiveness. He is very much reliable and consistent at delivering not only his projects but at keeping commitments too. Based on his availability of resources and logistics support, he is well advanced in planning and budgeting. He is well adaptive to any transformation throughout the organization and always promotes pro-activeness to stakeholders. Mr. Paul is an example of dynamic leadership among professionals and likeminded followers. His effective communication and delegation skills of allocating tasks to others are impressive which give the staff a scope to streamline any complex process and overcome challenges.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Xero
    Bookkeeping
    Microsoft Excel PowerPivot
    Strategic Plan
    Accounting
    Accounts Receivable Management
    Financial Analysis
    Wave Accounting
    Accounts Payable Management
    QuickBooks Online
    Intuit QuickBooks
    Bank Reconciliation
  • $200 hourly

    • 5.0/5
    • (13 jobs)
    I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Due Diligence
    Mergers & Acquisitions
    Chartered Financial Analyst
    Corporate Finance
    Financial Presentation
    Financial Forecasting
    Financial Reporting
    Financial Modeling
    Financial Analysis
  • $40 hourly

    • 4.9/5
    • (11 jobs)
    I'm a US CPA (licensed) with extensive accounting and finance experience. Worked with CPA firm (based in USA), MNC oil & gas China National Petroleum, Telecom, Tech, US based retail and ecommerce companies. Started career with KPMG. Proficient in mergers & acquisitions, accounting, budgets & planning, AP/AR management, tax compliance and planning. internal controls, audits, process improvements and bookkeeping
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    SEC Reporting
    Sarbanes-Oxley Act
    GAAP
    Financial Reporting
    Budget Plan
    Process Improvement
    Mergers & Acquisitions
    Pitch Deck
    US Taxation
    Due Diligence
    Strategy
    Bookkeeping
    Accounting
  • $45 hourly

    • 5.0/5
    • (150 jobs)
    I'm a serial entrepreneur, former investment banker, and former CFO. I've built hundreds of Financial Models, Pitch Decks, and Business Plans across all verticals and stages, raised money successfully for my own ventures, and advised many, many startups on how to think about their finance and investor strategy with great feedback like this "Monica crushed it. Deliverable was excellent" "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." I'd love to help you too if I possibly can!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Investment Research
    Financial Analysis
    Business Modeling
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
  • $12 hourly

    • 4.6/5
    • (61 jobs)
    Hi, I would like to introduce myself as Tanvi. I am a specialist in various fields of Accounting, bookkeeping, internal auditing, data entry, Audit readiness, U.S. Tax returns, UK Tax returns, UK annual filing of accounts, VAT returns, BAS filing with over 6 years of experience. My nature of clients have been from various industries like Real Estate, Airbnb, Law Firms, Cannabis, E-commerce, Manufacturing, Retail, Professional Services, Telecom, Media and Technology. My areas of expertise includes: - Bookkeeping and Accounting services - Preparation and analysis of Financial Statements - Managing accounts Payable, preparing cash flow forecasts, invoicing customers - Help clients in Audit readiness - E Filing all kind of tax returns (1040, 1120, 1120S, 1065), 1099 & W2 forms - Filing of UAE VAT returns - Filing of BAS - Filing of Indian Income Tax Returns, TDS and GST Returns Tools that I am well versed with- Accounting Tools: QuickBooks Online and Desktop, XERO, Buildium, Appfolio, Rentec, Myob, Wave, Quicken, Zoho, Tally ERP Payroll Software- Intuit, Gusto, ADP, T Sheets, Paychex Tax Filing Software- Tax Act, Ultra Tax, Track 1099.com, TurboTax Inventory Management Software- DEAR, TradeGecko Invoicing Software- Clio, InvoiceSherpa, Harvest E-Commerce Tools- Amazon Vendor Central, Amazon Seller Central, Ebay, Amazon Kindly Direct Publishing, Shopify Data Management Tools- Receipt Bank, Bill.com, Harvest Payment Gateways- IZettle, Axia, Global One Pay, Square, Stripe, PayPal I am focused on providing exceptional client services and believe in generating measurable and tangible results in the books.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Chart of Accounts
    Real Estate Investment Assistance
    US Taxation
    Wave Accounting
    Xero
    Buildium
    AppFolio
    Intuit QuickBooks
    Bookkeeping
  • $150 hourly

    • 4.7/5
    • (217 jobs)
    Who I am: ✅ Founder of The Fund Marketing Group, boutique financial marketing agency for listed firms, Fintechs, asset managers, hedge funds, PE funds, VC funds, property funds ✅ Completed DD on $50 million+ in acquisitions in the EV, renewables, and mining sectors ✅ 5+ years managing asset allocation for two UHNW family offices with $100 million+ in AUM ✅ 2+ years as head analyst of a Lugano-based Long Short Equity hedge fund ✅ BSc International Economics, Master's degree from Oxford What I've done 🏆Decks that have raised $650+ million for startups and funds over the last 5 years 🏆 Top Rated Plus on UpWork 🏆 200+ projects successfully completed My pitch decks and business plans have been: ✅Presented to Richard Branson founder of the Virgin Group ✅Presented to Mark Cuban from Shark Tank ✅Used to raise $15 million for a Blockchain startup backed by Roman Abramovich We can do great things together if: ✅You are a top-notch investor/manager/entrepreneur but just don’t have the time to write business plans, projections, financial models, and decks yourself ✅You are not fully satisfied with your current marketing materials ✅ You need someone to nail 100% your company’s brand, product, and offers in a relatively short time If you work with me: ✅You'll have pitch decks, business plans, and website content you will be proud of showing to the multi-billion dollar VC funds and investors alike ✅You will save time & money - no need to have your deck done over, and over, and over ✅You maximize your chances of getting funded - meaning you are giving your startup a fast startup to be successful and making your goals come true I've created 110+ decks and business plans that have raised money for companies and funds, including: ✅A Luxembourg-based financial advisory company raising $20 MLN to finance acquisitions in the sector ✅A London-based startup that received funding from Richard Branson ✅A Blockchain music startup raising $15 million and backed by the world’s top artists - including Will.I.Am, Nicki Minaj, and David Guetta Please message me to learn more about my services and what I can do for you.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Blockchain, NFT & Cryptocurrency
    Asset Management
    Email Marketing
    Strategic Plan
    Business Plan
    Finance & Accounting
    Investment Research
    Business Analysis
    Emerging Tech Consultation
    Fundraising
    Financial Analysis
    Copywriting
    Business Writing
    Advertising
    Financial Writing
  • $20 hourly

    • 4.8/5
    • (185 jobs)
    I am Siddharth Arora, a chartered accountant from India. Over the last 15 years, I have been working on various aspects of Accounting, Finance, Taxation. I have been working for clients across the globe primarily Australia, UK, New Zealand, Hong Kong, Canada, the US, Singapore, Ireland while working in Deloitte (Big4) & my engagements. I have expertise in Australia, UK, Canadian & NZ Accounting and taxation. I have worked with many bookkeepers, accountants, and corporate groups over the period which has helped me to gain a vast experience in the different aspects of accounting, finance, and inventory control. I am a constant learner and like to update my skills with the latest rules and technology to provide services to my clients efficiently. I provide the following services General Bookkeeping and Bank Reconciliation Payroll Management and IAS Superannuation BAS compliance and GST reporting VAT Returns Invoicing/billing and credit processing Bulk billing Bank reconciliations Month-end entry and processing Accounts receivables Accounts payable FBT Calculation, PAYG Summaries, ledger group Certificates Processing all standard/recurring journal & month-end journal entries General Ledger & balance sheet reconciliation Monthly report Budget & Cashflow Forecast Financial Modelling & Analysis Preparing Management Reports Preparation of Income tax returns I am a Certified Xero Adviser, Certified Quickbooks Advisor. Working experience in following accounting applications Xero , Quickbooks , Quickbooks Online, MYOB, Quicken,Wave,Sage ,Saasu,Reckon,MAS,XPA,GNU CASH,Kashoo,Netsuite,Zoho Addons for above: Shopify,Eway,Unleashed,Tidy Stock,Vend,Corecon,Digital Purchase order,Practice Manager,Receipt Bank,Shoebox,Entryless,TradeGecko,Simpro
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    eCommerce
    Xero
    Bookkeeping
    MYOB Administration
    Accounts Payable Management
    Accounting
    Wave Accounting
    Chart of Accounts
    GAAP
    Bank Reconciliation
    Intuit QuickBooks
  • $70 hourly

    • 4.5/5
    • (4 jobs)
    STRATEGIC FINANCE DIRECTOR| FINANCIAL PLANNING & ANALYSIS | EMERGING/STARTUP BUSINESSES Strategic leader and turn-around specialist with nearly nine years of experience driving Financial Planning and Analysis (FP&A) activities. As a growth strategist, established a track record of working with underperforming and emerging startup companies to increase revenue and profit margins. Identify and analyze growth opportunities, including acquisitions and partnerships to meet business expansion goals. Research, analyze, and build strong cases to guide and support Merger and Acquisition (M&A) activities. Assist in planning and coordinating the raising of capital through debt and equity. Excellent financial modeling skills with technology expertise to incorporate into business processes and automate. Innate problem-solver with a positive attitude. Develop operating budgets and conduct variance analyses against actuals. Strong team leadership and collaboration.
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    Data Science
    Microsoft Power BI
    Microsoft Outlook
    Analytical Presentation
    Information Analysis
    Data Analysis
    Microsoft Word
    Business Presentation
    Data Visualization
    Microsoft Office
    Business Intelligence
    Intuit QuickBooks
    Financial Variance Analysis
    Microsoft Excel
    Presentations
  • $30 hourly

    • 4.8/5
    • (72 jobs)
    I am a professional Accountant and Bookkeeper providing a one-stop solution for all your personal or business's accounting and tax-related matters. I believe in the overall management and financial advice for the businesses to help them grow. - I am experienced in several accounting and bookkeeping softwares like QuickBooks, Xero, Bill.com,Abacus and Excel. - I am providing tax consulting services including but not limited to tax management, preparation, and filing. I provide an excellent work ethic, honest and open communication.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    QuickBooks Online
    Microsoft Word
    Xero
    Chart of Accounts
    Microsoft Excel
    Accounting
    Payroll Accounting
    Accounts Receivable
    Accounts Payable
    Bookkeeping
    Financial Accounting
    Accounting Software
    Bank Reconciliation
    Account Reconciliation
    Intuit QuickBooks
  • $20 hourly

    • 5.0/5
    • (20 jobs)
    𝗛𝗶 𝗧𝗵𝗲𝗿𝗲! 𝗜 𝗮𝗺 𝗮𝗻 𝗔𝗖𝗖𝗔 (𝗣𝗮𝗿𝘁𝗹𝘆 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱) 𝗮𝘀 𝘄𝗲𝗹𝗹 𝗮𝘀 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗤𝘂𝗶𝗰𝗸𝗯𝗼𝗼𝗸𝘀 𝗣𝗿𝗼𝗔𝗱𝘃𝗶𝘀𝗼𝗿 & 𝗫𝗲𝗿𝗼 𝗣𝗮𝗿𝘁𝗻𝗲𝗿. 𝗜𝗳 𝘆𝗼𝘂'𝗿𝗲 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮𝗻 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 𝘂𝘀𝗶𝗻𝗴 𝗤𝘂𝗶𝗰𝗸𝗯𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲/𝗫𝗲𝗿𝗼/𝗪𝗮𝘃𝗲, 𝗹𝗲𝘁'𝘀 𝘁𝗮𝗹𝗸. 𝗜'𝘃𝗲 𝗯𝗲𝗲𝗻 𝗽𝗿𝗼𝘃𝗶𝗱𝗶𝗻𝗴 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗳𝗼𝗿 𝗼𝘃𝗲𝗿 𝗳𝗶𝘃𝗲 𝘆𝗲𝗮𝗿𝘀 𝘄𝗶𝘁𝗵 𝗲𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗼𝗳 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗽𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲𝘀, 𝗔/𝗣, 𝗔/𝗥, 𝗮𝗻𝗱 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝗽𝗿𝗼𝗰𝗲𝗱𝘂𝗿𝗲𝘀. 🎯 𝐂𝐨𝐫𝐞 𝐖𝐨𝐫𝐤𝐢𝐧𝐠 𝐀𝐫𝐞𝐚: 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 (𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞, 𝐗𝐞𝐫𝐨, 𝐖𝐚𝐯𝐞 𝐀𝐩𝐩, 𝐙𝐨𝐡𝐨 𝐁𝐨𝐨𝐤𝐬, 𝐅𝐫𝐞𝐬𝐡𝐁𝐨𝐨𝐤𝐬, 𝐒𝐚𝐠𝐞 𝟓𝟎 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠), 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 (𝐀𝐦𝐚𝐳𝐨𝐧, 𝐒𝐡𝐨𝐩𝐢𝐟𝐲, 𝐄𝐭𝐬𝐲, 𝐖𝐨𝐨𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞, 𝐀𝟐𝐗, 𝐎𝐧𝐞𝐒𝐚𝐚𝐬, 𝐁𝐨𝐥𝐝, 𝐓𝐚𝐱𝐣𝐚𝐫), 𝐀/𝐑 & 𝐀/𝐏 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐈𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 (𝐙𝐨𝐡𝐨 𝐂𝐑𝐌), 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐓𝐚𝐬𝐤 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐥 𝐀𝐮𝐝𝐢𝐭, 𝐄𝐱𝐭𝐞𝐫𝐧𝐚𝐥 𝐀𝐮𝐝𝐢𝐭, 𝐔𝐊 𝐓𝐚𝐱𝐚𝐭𝐢𝐨𝐧 & 𝐔𝐒 𝐓𝐚𝐱𝐚𝐭𝐢𝐨𝐧 (𝐈𝐑𝐒 𝐅𝐨𝐫𝐦 𝐖-𝟐, 𝐖-𝟒, 𝟏𝟎𝟒𝟎, 𝟏𝟎𝟔𝟓 & 𝟏𝟎𝟗𝟗). 𝐈 𝐰𝐢𝐥𝐥 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐲𝐨𝐮 𝐢𝐧 𝐭𝐡𝐞 𝐟𝐨𝐥𝐥𝐨𝐰𝐢𝐧𝐠 𝐚𝐫𝐞𝐚𝐬: ☛ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: 🟢 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐜𝐲 🟢 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐢𝐧 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞, 𝐗𝐄𝐑𝐎, 𝐖𝐀𝐕𝐄, 𝐙𝐎𝐇𝐎 𝐁𝐨𝐨𝐤𝐬, 𝐚𝐧𝐝 𝐒𝐀𝐆𝐄 🟢 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 & 𝐂𝐨𝐦𝐩𝐢𝐥𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 & 𝐀𝐧𝐧𝐮𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭 🟢 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 🟢 𝐁𝐚𝐧𝐤 & 𝐂𝐫𝐞𝐝𝐢𝐭 𝐂𝐚𝐫𝐝 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧 🟢 𝐀𝐑 / 𝐀𝐏 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 🟢 𝐈𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 🟢 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 🟢 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐧𝐠 𝐀𝐦𝐚𝐳𝐨𝐧 𝐰𝐢𝐭𝐡 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞/𝐗𝐞𝐫𝐨/𝐎𝐭𝐡𝐞𝐫 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 🟢 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐧𝐠 𝐒𝐡𝐨𝐩𝐢𝐟𝐲 𝐰𝐢𝐭𝐡 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞/𝐗𝐞𝐫𝐨/𝐎𝐭𝐡𝐞𝐫 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 🟢 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 🟢 𝐑𝐚𝐭𝐢𝐨 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 🟢 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 ☛ 𝐀𝐝𝐦𝐢𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: 🟢 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 🟢 𝐃𝐚𝐭𝐚 𝐄𝐧𝐭𝐫𝐲 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 🟢 𝐃𝐚𝐭𝐚 𝐂𝐥𝐞𝐚𝐧𝐬𝐢𝐧𝐠 & 𝐌𝐢𝐧𝐢𝐧𝐠 🟢 𝐌𝐚𝐫𝐤𝐞𝐭 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 ****𝐈𝐟 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 𝐚𝐧𝐲 𝐪𝐮𝐞𝐫𝐢𝐞𝐬, 𝐩𝐥𝐞𝐚𝐬𝐞 𝐟𝐞𝐞𝐥 𝐟𝐫𝐞𝐞 𝐭𝐨 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐦𝐞 𝐟𝐨𝐫 𝐟𝐮𝐫𝐭𝐡𝐞𝐫 𝐝𝐞𝐭𝐚𝐢𝐥𝐬**** 𝐈𝐍𝐕𝐈𝐓𝐄 𝐌𝐄 𝐓𝐎 𝐘𝐎𝐔𝐑 𝐉𝐎𝐁!!! #𝐌𝐲 𝐦𝐨𝐭𝐭𝐨 𝐢𝐬 𝐭𝐨 𝐩𝐫𝐨𝐯𝐢𝐝𝐞 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬. #𝐈 𝐚𝐦 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐟𝐨𝐫𝐰𝐚𝐫𝐝 𝐭𝐨 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐭𝐨 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐠𝐨𝐚𝐥𝐬. 𝐓𝐡𝐚𝐧𝐤𝐬 𝐚𝐧𝐝 𝐑𝐞𝐠𝐚𝐫𝐝𝐬, 𝐌𝐝. 𝐒𝐚𝐤𝐢𝐮𝐥 𝐀𝐥𝐚𝐦
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Odoo
    Accounting Principles & Practices
    AppFolio
    Google Sheets
    QuickBooks Online
    Wave Accounting
    Xero
    Account Reconciliation
    Bank Reconciliation
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    Buildium
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    Microsoft Excel
    Microsoft Power BI
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    • 4.8/5
    • (438 jobs)
    Results-orientated accounting professional with almost 15 years of experience in a deadline-driven environment. Proven track record with consistently and effectively delivers accounting services that enhance clients' company purpose and profitability. I use below accounting platforms: Xero Quickbooks, both Desktop and Online versions MYOB Live Zoho Wave Accounting Less Accounting Zoho Freshbooks Peachtree I also utilize the following for Data and Record sharing, distribution and storage: Receiptbank Shoeboxed Mint.com Bill.com Hubdoc Harvest Dropbox GoogleDrive Box.com Also use the following project management tools: Asana Basecamp Slack Trello Podio ActiveCollab Teamwork Projects An experienced team player committed to improving overall business processes and building a cohesive business environment.
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    Accounts Payable Management
    MYOB AccountRight
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    Xero
    Sassu
    Wave Accounting
    Stripe
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    Intuit Quicken
    Microsoft Excel
    Invoicing
    Financial Accounting
    Zoho Books
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    Intuit QuickBooks
  • $65 hourly

    • 5.0/5
    • (17 jobs)
    I specialize in personal/family bookkeeping, small business/real estate bookkeeping, and helping you to achieve your financial goals. I will work to help you change your mindset about money, spend on what's important to you while saving the rest, and work with you to feel happy when you look at your books, not overwhelmed. I will help you stay on track with your goals by accurately categorizing transactions, provided updates on spending trends, and feeling less money stress for the rest of your life. The first step to getting your finances in order is tracking your income and expenses. You can't change what you don't measure. Let me join you on your journey to healthy finances!
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    Account Reconciliation
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    Invoicing
    Financial Analysis
    Personal Budgeting
    QuickBooks Online
    Content Writing
    Financial Report
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    Annual Report
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    Accounting Basics
    Microsoft Excel
    Intuit QuickBooks
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    • 4.9/5
    • (88 jobs)
    A qualified Chartered Accountant with more than 12 years of work experience both in Consulting and Manufacturing Industry. Primarily engaged in financial accounting, management reporting and controlling over past 7 years. Worked with PwC (Big 4) in Assurance and Business advisory for around 4 years. Possess diverse experience in this field including developing business plans, financial models, report writing, budgeting and forecasting, performance management, financial reviews, working capital management, credit control, bookkeeping and controlling. Hands on experience of using various Tools and ERPs including SAP, Sage, Quickbooks, Xero and other softwares.
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    Bookkeeping
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    QuickBooks Online
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    Microsoft Excel
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  • $25 hourly

    • 4.8/5
    • (164 jobs)
    Be stress free from worries of financial and tax compliances. You can focus more on growing your own business and increasing your sales! I am a dedicated Certified Public Accountant with more than 9 meaningful years of experience. I am QBO Certified Pro Advisor and Xero Certified. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organisation. I'm absolutely friendly and creative! I love crafts, reading magazines, cooking and watching shows related to fashion, travels, lifestyle and romance.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
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    PayPal Integration
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    • 4.9/5
    • (19 jobs)
    (Total hours worked only shows hourly contracts, not hours dedicated in projects) Business consultant and project finance expert., with over 20 years experience with startups and small businesses in an array of industries. Worked in consulting for Accenture and other multinational companies and startups. Focus areas: Small and Medium Enterprises & Start-ups in diverse industries. Project Finance: Strategically and operationally experienced project finance expert. I can assist you in linking strategy with operations and project finance. STRATEGY CONSULTANT: Strategic brainstorming & planning, product strategy, business model, financial modeling, company building, establishing objectives & key results (OKRs), and board of directors. FINANCIAL MODELLING: Every good strategy needs a sound financial model and forecast. I can deliver financial models that are scenario based and with dashboards for revenue, analysis, ROI, IRR, risk. I can assist you with planning, forecasting, and doing operating budgets, CAPEX, acquisition analysis, and pro formas. BRIEF BACKGROUND: Bachelor's degree in Business. Extensive experience with new business ventures, both as an employee and as an entrepreneur. Whether you are starting a business, planning on expanding to new lines of business, or need someone in the day-to-day operation, I have the necessary skillet and business acumen to accompany you throughout the process. Upwork rate is discounted, given lower rates generally offered in Upwork. Thank you.
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    • 5.0/5
    • (11 jobs)
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    • 5.0/5
    • (65 jobs)
    Jerrod has a decade of capital markets experience, working at multiple Wall Street banks and assisting 50+ companies throughout various stages of the capital-raising process. Leveraging his broad experience, Jerrod founded Caenen Capital, a management consulting firm focused on providing financial modeling services to growth-stage companies. Caenen Capital has a proven track record on Upwork with a 100% Job Satisfaction Score and 5-star ratings across 50+ total contracts. At our core, we have a passion for helping growth-stage companies achieve their financial goals and prepare their businesses for the next stage of growth. We are financial modeling experts and pride ourselves on being able to dive in and quickly understand the meaningful drivers of a client’s business model. We are investor-minded and structure our models in a way easily digested by the investment community. No two models are the same, as we will build from the ground up. This process creates a more defendable model and helps position the business to get the valuation it deserves. We have experience in most industries and would be happy to provide a work sample related to your industry. We look forward to connecting to see if there is a mutual fit, and please reach out with any questions!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Venture Capital Consulting
    Investment Banking
    SaaS
    Investor Overview
    Business Valuation
    Startup Consulting
    Financial Modeling
    Financial Accounting
    Capital Markets
    Investment Research
    Management Consulting
    Tech & IT
    Financial Analysis
  • $20 hourly

    • 4.4/5
    • (173 jobs)
    Certified Public Accountant (CPA), Certified Quickbooks Pro Advisor, Certified Xero Advisor, Bookkeeper, Real Estate Bookkeper. I can handle accounting works both manual and by using accounting package/software like Kashoo, Kashflow, Wave, Freshbooks, Buildium, ZohoBooks, AppFolio, SevDesk, NetSuite, Saasu, MYOB, Expensify, YNAB, ASIA (Alternative Solution for International Accounting), Opentaps, Clearbooks, Unleashed, Gnucash, Peachtree, Sage, and Quicken. I can also handle the following platform such as PayPal, Etsy, Bill.com, Square, Amazon, eBay, and Authorize.net. I am familiar, and use Dropbox, Evernote, Google Drive, Asana, and Sugarsync for file sharing.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Business Analysis
    Bill.com
    Buildium
    Real Estate
    Bookkeeping
    Bank Reconciliation
    Account Reconciliation
    Accounting
    Accounts Receivable
    Accounts Payable
    Balance Sheet
    Intuit QuickBooks
  • $125 hourly

    • 5.0/5
    • (244 jobs)
    ◼️ BACKGROUND I am an expert in my area of focus with 15 years of entrepreneurial and diverse business and startup experience. I hold an undergraduate degree from Columbia University and an MBA from The George Washington University. I currently reside outside San Francisco by way of New York City. I am creative, forward thinking and have a proven track record of taking ideas from the conceptual stage to fully operating businesses with my own startups. Preparing the required documents that investors must review to evaluate your company’s investment opportunity takes experience and time. Through building my own startups, and working with clients, I know exactly what investors are looking for when evaluating startups. I will carefully guide you through the entire process and prepare the required collateral to peak an investors curiosity and to raise capital. I have worked with clients (100+ companies) from pre-seed to series C, and beyond, including my own funded startups. I know what investors and accelerators are looking for (Y-Combinator, TechStars, 500 Startups, et al.) when sizing up startups. Let’s talk! ◼️ TESTIMONIALS "Peter is an absolute professional in every sense of the word . . . The end product far exceeded my expectations and I will continue to tap Peter for future projects." "Brilliant Peter! He is very helpful and approachable and is always available to answer any questions. I would highly recommend working with him!" "Peter and his team crushed it!!! The best freelancer on Upwork" ◼️ EXPERTISE Pitch Decks: Prepare a compelling business narrative (in Google Slides, PPT or Keynote) with content and modern design that's investor ready Executive Summary (1-pager): Prepare a concise summary of the the business opportunity Sales Presentations: Prepare a complete deck to win new clients or partnerships Business Plans: Prepare a comprehensive plan (in Google Docs.) that covers your entire operation from A to Z Branding: Develop brand guidelines (with logo design, color palette and typeface) and visual identity across all assets Financial Projections: Prepare an editable financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity and other required KPIs Term Sheets: Prepare Convertible Note/SAFE Note Agreements ◼️ INDUSTRIES SERVED Technology, Education, Real Estate, Fintech, Fashion, Health and Wellness, SaaS, Consumer Goods, Life Sciences, Adtech, Media & Entertainment, Legal, Hospitality and Tourism, Financial Services, Aerospace ◼️ TIMELINE Pitch deck: 2 weeks (max) Pitch deck and financial model: 3 weeks (max) Business plan, pitch deck and financial model: 3 weeks (max) 1 pager: 3 days ◼️ BENEFITS Work with an expert Receive investor ready material Save you time and distraction Proven process with a track record Helped clients raise hundreds of millions SEND ME A MESSAGE. LET’S GET BUSY!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Business Consulting
    Business Plan
    Financial Model
    Financial Projection
    Presentations
    Sales Presentation
    Financial Modeling
    Pitch Deck
    Pitchbook
    Fundraising
    Venture Capital Consulting
    Startup Consulting
  • $199 hourly

    • 5.0/5
    • (306 jobs)
    Here’s the situation… You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc. But, you don’t have the time/resources/expertise to make it happen. Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them. Now, you might be asking, “why you?” Good question. The following is a quick description of me and my history. • Licensed CPA. • Fundraising expert. • Experienced with a variety of industries: SaaS, manufacturing, breweries, Amazon retailers, consumer goods, and more. • Focused, efficient, and reliable. • Over 150 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. That’s all great, but there’s one thing that matters over all else. It’s the fact that working with me has an incredibly high ROI. For example, not long ago, I worked with an organization that needed a financial model done. They paid me about $2K for it. Now, that’s a lot of money, but what came next? This company ended up going to a slew of investor meetings, blowing their audiences away, and coming out with $2 million dollars in funding. Sure, they could have chosen a cheaper option, but why skimp on quality at the finish line? When you build something that you’re going to share with the world, it needs to be top of the line. That is precisely what I delivered to them, and what I provide for all of my clients. Ultimately, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Accounting
    Financial Accounting
    Microsoft Excel
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