Hire the Best Financial Planners

⭐⭐⭐⭐⭐ I’m a Google Sheets & Excel expert with 5 years of experience creating smart, easy-to-use planners that help people stay organized and plan their lives. I design budget planners, wedding planners, and many other custom tools tailored to your needs. If you want a clean, functional, and personalized spreadsheet that makes life easier — I’m here to help!

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

If your team is buried in manual spreadsheet work, waiting on reports that should update themselves, or patching together systems that break every week — that's the problem I solve. I'm a Top Rated Google Sheets and Excel automation specialist with 7+ years of experience and a 100% Job Success Score across 60+ completed projects. I build dashboards, business systems, and automated workflows for companies in finance, healthcare, e-commerce, and education — systems that save teams hours every week and keep running without you touching them. WHAT I BUILD FOR YOU ➤ Google Sheets dashboards with live KPIs, dynamic charts, and auto-refreshing reports — so you stop building reports and start reading them ➤ Google Apps Script automations that eliminate copy-paste tasks, send alerts, and connect your tools without expensive software ➤ Business systems in Sheets or Excel — CRMs, inventory trackers, hiring pipelines, budget planners, and project managers built to scale with your business ➤ Excel workbooks with advanced formulas, Power Query pipelines, and VBA macros that handle the heavy lifting automatically ➤ Google Workspace integrations — Forms → Sheets → Drive → Gmail, fully connected and automated end-to-end ➤ Financial models and data analysis that turn raw numbers into decisions you can act on confidently HOW I WORK (AND WHY CLIENTS KEEP COMING BACK) ✔ Every solution is documented and walked through with your team so anyone can use it from day one — no black boxes ✔ I think like a business owner first, developer second — I ask what the system needs to do for your operations before I write a single formula ✔ Clean, scalable builds only — nothing held together with workarounds that break six months later ✔ Fast turnaround with clear communication — 0 to 4 hour response time, every time WHO I'VE HELPED Finance teams that needed real-time P&L dashboards instead of end-of-month surprises — eliminating manual reporting entirely. E-commerce operators drowning in manual inventory updates — automating what used to take 3 hours into a one-click refresh. Healthcare teams spending hours on compliance reports — rebuilt into dashboards that update automatically. Education businesses tracking student data across disconnected sheets — consolidated into one live system. The common thread: manual processes eating time that should be spent running the business. That's what I fix. If you have a spreadsheet problem, a workflow that needs automating, or a reporting system that doesn't exist yet — send me a message. I'll review what you need and tell you exactly how I'd solve it.

I help businesses turn messy data, unclear processes, and complex financial questions into clear financial models, reliable reporting systems, and better decisions. I am an Engineer with a Master’s in Financial Engineering, over 15 years of experience, and professional certifications in Financial Modeling & Valuation and Financial Planning & Analysis. As a Certified FMVA® and FPAP™ professional, and former COO/CFO, I bring a rare combination of technical, financial, and executive experience to every project. My work focuses on financial modeling, FP&A, forecasting, budgeting, valuation, reporting automation, dashboards, and decision-support systems. I help growth-stage and established businesses improve financial visibility, reduce manual work, and build tools that are accurate, scalable, and practical in real operating environments. I support clients who need help with: - Financial modeling, forecasting, budgeting, and long-range planning - FP&A support, KPI frameworks, and management reporting - Cash flow analysis, scenario modeling, and capital project feasibility - Business valuation, profitability analysis, and churn analysis - Pipeline analysis, revenue & cost modeling, and data migration - Excel and Google Sheets model design, cleanup, and optimization - Workflow automation and API-based integrations - Dashboards, reporting packs, and data visualization My approach is analytical, practical, and results-driven. I do not just build spreadsheets, I build decision-making tools that help clients understand performance, identify risks, and act with confidence. Core Skills: - Advanced Excel and Google Sheets - Financial modeling and FP&A - Forecasting and budgeting - KPI design and performance analysis - Cash flow and scenario analysis - Python and VBA - Workflow automation - API integrations - Power BI and Tableau - Dashboard design and reporting automation Certifications & Education: - Financial Modeling & Valuation Analyst (FMVA®) — Corporate Finance Institute - Financial Planning & Analysis Professional (FPAP™) – Corporate Finance Institute - FP&A Excel Modeling Specialization – Corporate Finance Institute - Master's in Finance & Management - Bachelor's in Engineering If you need a financial partner who can think strategically, build rigorously, and deliver fast, let's talk. I respond promptly and offer a free discovery call for qualified projects.

𝗗𝗼 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝗮 𝗰𝗹𝗲𝗮𝗻, 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝗹𝘆 𝗳𝗼𝗿𝗺𝗮𝘁𝘁𝗲𝗱 𝗲𝗕𝗼𝗼𝗸 𝗼𝗿 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝘁𝗵𝗮𝘁 𝗶𝘀 𝗿𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗔𝗺𝗮𝘇𝗼𝗻 𝗞𝗗𝗣 𝗽𝘂𝗯𝗹𝗶𝘀𝗵𝗶𝗻𝗴? I help authors, coaches, and entrepreneurs turn their manuscripts and documents into clean, well-structured, and professionally formatted eBooks. With strong experience in MS Word formatting, eBook layout design, and Amazon KDP publishing, I ensure your content is organized, consistent, and easy to read across all devices. I focus on creating a smooth reading experience by properly structuring your content, applying consistent formatting, and preparing your files to meet publishing standards without errors. 𝗔𝘀 𝗮 𝗙𝗼𝗿𝗺𝗮𝘁𝘁𝗶𝗻𝗴 & 𝗟𝗮𝘆𝗼𝘂𝘁 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁, I handle everything from document cleanup to full eBook formatting ensuring your book is clean, consistent, and professionally structured. I carefully organize your content, apply proper styles, and design a layout that is easy to read and visually appealing. From headings and spacing to fonts and alignment, every detail is handled with precision to give your book a polished, high-quality finish. I also make sure your file meets Amazon KDP standards, so you don’t have to worry about formatting errors or upload issues. The goal is simple deliver a smooth reading experience for your audience and a stress-free publishing process for you. 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗛𝗶𝗿𝗲 𝗠𝗲: ✔ Specialist in eBook formatting and layout design ✔ Strong attention to detail and consistency ✔ Knowledge of Amazon KDP publishing standards ✔ Ability to turn raw manuscripts into polished books ✔ Clean and reader-friendly formatting approach ✔ Experience with different book types and niches ✔ Well-structured and organized layouts ✔ Clear and consistent communication ✔ Reliable delivery on time ✔ Error-free and publishing-ready files ✔ Strong typography and layout skills ✔ Focus on readability and user experience ✔ Problem-solving approach to formatting issues ✔ High-quality, professional results ✔ Consistent formatting across all pages 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂’𝗹𝗹 𝗚𝗲𝘁: ✔ Professionally formatted eBook ✔Professional MS Word formatting ✔ Clean and consistent layout design ✔ Well-structured chapters and sections ✔ Clickable table of contents ✔ Proper margin, spacing, and alignment ✔ Kindle-ready EPUB file ✔ Print-ready PDF ✔ Amazon KDP-ready files ✔ Improved readability and flow ✔ Error-free formatting ✔ Consistent typography and styling ✔ Organized and polished manuscript ✔ Publishing-ready final files 𝗣𝗲𝗼𝗽𝗹𝗲 𝗜 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵: ✔ Authors ✔ Self-published authors ✔ Coaches ✔ Entrepreneurs ✔ Experts ✔ Educators ✔ Content creators ✔ Bloggers ✔ Publishers ✔ Businesses ✔ Startups ✔ Consultants ✔ Course creators ✔ Non-profits If you’re ready to turn your manuscript into a clean, professional, and publishing-ready eBook your audience will enjoy reading, let’s get your book formatted the right way. 𝗠𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: MS Word formatting, eBook formatting, eBook layout design, Kindle formatting, Amazon KDP publishing, manuscript formatting, page layout design, book layout & styling, book structure formatting, clickable table of contents creation, chapter formatting and styling, margin and spacing setup, typography and font styling, PDF and EPUB formatting, print-ready formatting, interior book design, file conversion for publishing, formatting error fixing, professional book formatter, layout designer, book interior layout, document cleanup and consistency, Amazon book cover design Layout optimization, publishing-ready file preparation, book interior formatting, style consistency, document structuring, content alignment, formatting for different devices, layout troubleshooting, KDP compliance formatting, digital book formatting, professional document design, text alignment and spacing correction, bleed and trim setup for print books, gutter margin adjustment, header and footer design, page numbering and section breaks setup, drop caps and advanced styling, custom chapter title design, image placement and optimization, table and figure formatting, footnotes and endnotes formatting, hyperlink embedding, clickable navigation setup, EPUB validation and error fixing, PDF file formatting, InDesign layout support, Canva book layout design, reflowable and fixed layout eBooks, paperback and hardcover formatting, book branding and visual consistency Multi-format publishing support, book file resizing and reformatting, OCR cleanup for scanned documents, conversion from PDF to editable Word, formatting for low-content books (journals, planners, workbooks), workbook and activity book design, cookbook formatting, children’s book layout formatting, lead magnet and PDF guide design, professional publishing consultation, self-publishing assistance, book upload, visual hierarchy enhancement, whitespace optimization, multi-column formatting, embedded media formatting.

I help founders and managers obtain absolute clarity, recovered time, and the elimination of operational friction by translating manual and messy data into automated, intuitive, and structured systems you can actually trust. 📊 Built 50+ dashboards, automations, and reporting tools that clients use in their real day-to-day work 💼 Worked with all kinds of businesses, from marketing and operations to finance and more, translating messy reality into clean, structured systems 🏅 Earned Top Rated (Top 10%) in Spreadsheet Development in just 3 months by focusing on accuracy, stability, and long-term usability 🤝 Trusted for fast communication, curious questions, and solutions that fit each client’s unique needs and workflows I’m William, a spreadsheet and automation nerd in the best way: I like understanding how your work really runs, then quietly building tools that make it lighter, faster, and easier to manage. For the past 4+ years, I have helped businesses turn scattered, exhausting workflows into practical, result-focused systems. My expertise lies in cleaning up messy data architecture so it becomes completely reliable, automating repetitive tasks so they stop eating your week, and building streamlined, intuitive dashboards that actually drive daily decisions. My job is to handle the complex engineering in the background so you can recover your time, gain absolute clarity, and focus on driving the business forward, without ever having to become “the spreadsheet person. 📊 What I Can Build for You • Client & Lead Management Systems → Engineered CRM dashboards and lead pipelines that streamline follow-ups, centralize interactions, and drive conversions—making client management smooth and scalable. • Finance & Forecasting Dashboards → Developed automated tools to track budgets, cash flow, savings, and debt—built for clarity, daily decision-making, and long-term financial insight. • Sales & Performance Analytics → Designed actionable dashboards that spotlight team performance, product sales, and revenue growth—optimized for weekly, monthly, or annual tracking. • Inventory & Operations Trackers → Built end-to-end systems to monitor stock, trace production, and automate data capture—bringing structure, speed, and visibility to daily operations. • Marketing & Content Dashboards → Created data-driven tools to track lead growth, campaign results, YouTube insights, and content plans—automated and visual for instant clarity. • Custom Reporting & Automation Systems → Delivered fully tailored reports, planners, and trackers aligned to client workflows—no complexity, just fast insights and clean execution. 🛠 Tools & Tech I Use • Spreadsheets – Google Sheets & Excel: Advanced formulas, pivot tables, data validation, and other core spreadsheet functions • Automation & Scripting – Google Apps Script, Zapier, Make(.)com, Airtable Automations to eliminate manual workflows • Dashboards & Reporting – Aesthetic, intuitive dashboards in Google Sheets & Looker Studio with KPI trackers and real-time data updates • Data Analytics – From data cleansing and management to insights-driven recommendations • Integrations – QuickBooks, HubSpot, Mailchimp, ActiveCampaign, YouTube & OpenAI APIs, Google Analytics/Ads, custom API connectors • Google Workspace – Docs, Slides, Drive, Calendar for seamless document creation and sharing 🗣 Client Testimonials Summary “Working with William has been a fantastic experience for many clients. He’s highly skilled in Google Sheets and data management, and always delivers high-quality, reliable results. Clients appreciate how he listens closely to their goals and offers thoughtful recommendations to achieve the best outcomes. His dashboards are not only functional but also clean, intuitive, and easy to use, making data management effortless. William communicates clearly, responds quickly, and consistently meets deadlines. He goes above and beyond expectations, and clients frequently return to work with him again. A trusted expert for anyone looking to streamline their data and reporting workflows.” 🚀 Ready to Simplify, Automate & Visualize Your Data? If you’re losing hours fixing spreadsheets, updating numbers by hand, or second-guessing your dashboards, let’s fix that. Send me a quick message about your current setup and what you wish it could do instead. I’ll help you turn it into a clear, automated system you can rely on every day.