27 Best Financial Planners For Hire In California

Check out Financial Planners in California with the skills you need for your next job.

Get started

$70 hourly
- 5.0/5
- (13 jobs)
Over 7 years working as an external auditor for the State performing regulatory, operational and financial compliance, and financial reviews. Have analytical, problem-solving, diagnostic, researching, and project management skills. Write audit reports. Have a Bachelor in Accounting, MBA in Finance, and a CPA license. Have knowledge of accounting standards and principles, auditing principles, stock analysis, theoretical portfolio management, real estate principles, and financial analysis of firm. Here to make extra money. Glad to assist in your accounting, auditing, or financial needs.

Financial Plans
Cost Accounting
Financial Reporting
Financial Analysis
Financial Management
Financial Statement
Financial Presentation
Real Estate Financial Modeling
Financial Accounting
Financial Audit
$200 hourly
- 5.0/5
- (15 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.

Financial Plans
Financial Reporting
Financial Presentation
Chartered Financial Analyst
Financial Management
Due Diligence
Corporate Finance
Financial Modeling
Mergers & Acquisitions
Financial Analysis
$100 hourly
- 4.9/5
- (59 jobs)
Introduction: - I am a licensed CPA and CMA in California with 10 years of professional experience. Throughout my professional career, I have developed extensive accounting skills from working as a corporate accountant at public companies and startups, and a tax preparer at a CPA firm. These skills and experience allow me to offer reliable accounting/tax services, and business consulting and analysis services to many clients. I am dedicated to providing quality, value, and service to meet my customer’s needs. I look forward to working with you, and helping your business run and grow. Here are the service I provide: Accounting and Tax: -Preparation of Financial Statement -Financial Modelling/Forecasting/Budgeting -Bank/Credit card Reconciliations -Journal Entry -Account Reconciliation -Accounts payables and Accounts Receivables -Personal and Small business tax preparation -Cash Management Analysis -Planning and Forecasting -Sales and used tax -Small company Property tax -Manage and reconcile prepaid and amortization -Experience in fixed assets and depreciation -Capital lease and operating lease accounting Software Skills: - Quickbook - Excel - Oracle R12 - Netsuites - Xero - Freshbooks Rate: $75 is hourly rate for bookkeeping. We charge tax service on fixed rate. California Accountancy License Number: 134770

Financial Plans
Asset Management
Financial Management
CPA
Financial Statement
Property Tax
Cash Flow Modeling
Cost Control
Revenue Management
Bank Reconciliation
Tax Preparation
$99 hourly
- 4.8/5
- (62 jobs)
Hello, My name is Sugam and I look forward to being your one-stop shop CPA! Google "Clearbooks CPA" for my reviews 👨‍🚀 Who Am I? I am an experienced California based CPA & Quickbooks ProAdvisor providing full tax & accounting service to various LLCs, Partnerships, and Corporations both domestically and internationally. 📝 What do I do? I provide my clients end-to-end service from biz creation to bookkeeping/payroll maintenance & tax filings all the way to PE fundraising and dissolution. Working with me means less time being spent on communicating financial information between individuals and more time behind the financial wheel of your business! 📊Why Choose Me? As a seasoned CPA and former auditor I know not only how to implement tax strategies but also how to quantitively test them. This results in a material reduction of YOUR tax liability. Previously, I was the sole accountant at a Health-Tech Series B → C startup. I performed all the bookkeeping work and managed the various transaction cycles (receivables, payables, payroll.) Before, I spent 5 years in the public accounting space. 💼 Specific Services Tax Work - Personal/Business Tax Return Optimization - Sales/Use/Transient tax registrations and filings - Advanced Tax Strategy (§1031, CRTs, etc.) Financial Work - Monthly Bookkeeping via Quickbooks/Xero/Wave - Payroll Runs and Reports - Fractional CFO Services including budgeting, forecasting, and KPI setting Legal Entity Work - LLC/Corp Formation, Maintenance, and Dissolution - Registered Agent Administration - Statement of Information & Franchise Tax Filings Qualifications: - Active Certified Public Accountant - Certified Quickbooks ProAdvisor - Wolters Kluwer Tax Professional - PTIN registered with IRS & E-File Authorization Let me know your thoughts on a potential partnership. Feel free to text me directly via the iMessage number on my website or book a consultation at the link below Thanks, Sugam Sharma, CPA + Attest Designation

Financial Plans
Tax Strategy
Financial Management
Financial Analysis
Cryptocurrency
Modeling
Bookkeeping
Payroll Accounting
Tax Preparation
$150 hourly
- 5.0/5
- (89 jobs)
I am a Certified Public Accountant and I own my CPA Professional Corporation, where I provide tax compliance and consulting for individuals, families, small businesses, LLCs, corporations, nonprofits, trusts and estates. I also provide bookkeeping for these various entities. My firm also provides audit and review services for nonprofits and business entities that need to be in compliance or are in need of financials for debt covenant testing or for investor relations. One of the industries served include real estate, where I provide consulting on tax benefits for the entity and/or individual [Section 1031 Exchange, Bonus Depreciation, Cost Segregation, Entity Selection, etc]. I also have exposure to health care, retail, food and beverage, consultants, and more. I am also a Personal Financial Specialist and I own my RIA LLC firm, where I provide asset management on a discretionary basis [rebalancing and structure of portfolios] for various individual accounts, education accounts, retirement accounts, business accounts, nonprofit accounts, trust accounts, and more. I provide financial planning to individuals, families, trusts, estates, and business owners. I take a look at the overall picture of their finances and help them develop a plan for their short term and long term goals.

Financial Plans
Financial Audit
Accounting
Estate Planning
Financial Planning
Corporate Tax
Investment Portfolio Review
Tax Planning & Advisory
Investment Strategy
Entity Framework
Financial Management
Financial Reporting
Tax Strategy
Managerial Finance
Bookkeeping
$50 hourly
- 5.0/5
- (1 job)
An experienced accountant that is proficient in QuickBooks, Excel and other apps and software. Have 10+ years of experience in an accounting manager role leading a team to manage small business needs and their finances. Providing quality service with a no BS approach. Honest and dependable. Maintains integrity and professionalism but able to speak and translate accounting to any nonaccounting person.

Financial Plans
Bookkeeping
Management Accounting
Accounting Principles & Practices
Financial Reporting
Financial Management
Accounting Advisory
Accounting Software
Salesforce CRM
Expense Reporting
Payroll Accounting
Bank Reconciliation
Account Reconciliation
Accounting
Intuit QuickBooks
$90 hourly
- 4.6/5
- (71 jobs)
I am a financial industry professional and a freelancer with broad experience in Finance, Accounting, Audit, and Risk Management across multiple lines of business and geographies. In case you need a strategic support regarding Finance, a Controller for financial analysis or to develop wide range of models, an Accountant for the month-end close and to prepare financial statements, I have a fully fledged skill-set to address your needs. Looking forward to virtually meet you.

Financial Plans
Bill.com Accounts Payable
Xero
Financial Management
Cash Flow Statement
Odoo
Financial Statement
Management Consulting
Financial Modeling
Microsoft Excel
Balance Sheet
Bank Reconciliation
Intuit QuickBooks
Accounts Receivable
$70 hourly
- 5.0/5
- (7 jobs)
I help emerging companies creatively solve problems to develop happier people, healthier businesses and sustainable cultures. Personal and professional development is a continuous and evolving experience, my passion is helping individuals and companies become the best versions of themselves they can be. With 20 years of leadership and corporate background, I’m excited to share my knowledge and insights to ignite team progression in all industries. Strategic and versatile professional with extensive experience in providing executive support, driving sales strategies, and managing complex projects across various sectors. Influential leader with sound proficiencies in optimizing operational workflows, enhancing executive productivity, handling sensitive communications, orchestrating calendar management, and aligning daily tasks with organizational goals. Forward-thinking mindset with demonstrable talents in developing and executing sales plans, identifying new business opportunities, and cultivating relationships with key stakeholders to secure enterprise-level deals. Proven track record of leading high-profile projects from conception through completion, consistently delivering within time and budget constraints. Specialized in enhancing partner programs and implementing robust partner relationship management systems that foster collaborative and profitable partnerships. Seasoned communicator, renowned for a detail-oriented and proactive approach and delivering high-impact results that propel business growth and operational excellence. • Strategic Planning & Execution • Operational Excellence • Business Development • Project Lifecycle • Event Management • Resource Allocation • Contract Negotiation • Key Relationship Building • Cross-functional Collaboration

Financial Plans
Financial Management
Strategy
Business Operations
Administrative Support
Proposal Writing
Employee Training
Account Management
Management Skills
Budget Management
Customer Service
$35 hourly
- 5.0/5
- (17 jobs)
Hello! My name is Clay Crawford and I have worked in the business industry for 5+ years in fields including finance, sales, real estate, writing, and marketing. I specialize in client relations, project management, and business consultation. My previous experience in the field includes the following: • Finance – Specialized as a client service coordinator helping facilitate, grow, and partner with new customers and ultimately managing 180 clients with $85M in assets. • Sales – Spearheaded new and existing deals with Fortune 500 companies selling a data quality product. • Executive Support - Provided assistance for an 8 figure business by working with the CEO on new and current contract management for high-profile organizations including ESPN, Fox, Comedy Central, Coca-Cola, MLB, St. Jude’s, and the New Orleans Saints. • Real Estate – Created reports, conducted analysis on area specific markets, and worked with buyers and sellers to progress deals. • Writing – Wrote articles for a successful financial news company with 100K+ subscribers as well as for a trending topic company that was recently acquired by Semrush. • Social Media – Managed, ran ads, edited videos, wrote scripts, and produced content for a travel business. Over the past 5 years, I have had the privilege of working with a variety of clients and small businesses all in long-term engagements, consistently helping them scale and achieve greater profitability. My primary goal is to drive business growth for my clients, whether that’s through internal strategic alignment, financial management, market analysis, leadership development, or client relationship management. I am committed to supporting your business and contributing to its overall success. Thank you for your consideration and I look forward to working with you!

Financial Plans
Sales Strategy
Blog Writing
Financial Management
Customer Development
Leadership Development
Business Development
Market Analysis
Strategic Planning
Social Media Content Creation
Customer Retention
Business Consulting
Real Estate
Marketing
Finance
$40 hourly
- 5.0/5
- (8 jobs)
I am a self-starter with strong interpersonal, analytical and organizational skills. I have experience with budget management, database sorting and entry, organization, recruiting, translating and other facets of business management. Great at communication and open to critique, I am happy to help with anything that I can.

Financial Plans
Business Services
HR & Business Services
Financial Reporting
Financial Management
Business Operations
Database Management
Recruiting
Database
Translation
Microsoft Office
Financial Report
Budget Management
Intuit QuickBooks
Balance Sheet
$44 hourly
- 5.0/5
- (5 jobs)
For the past 10+ years I have dedicated myself to the world of Finance and Real Estate. I am extremely diverse in all things finance from basic expenses to complex reconciliations. I enjoy finding out why things don’t seem to add up, investigating discrepancies and helping others organize their finances. Whether it’s detailed Real Estate finance or general bookkeeping, I have you covered! I also have 10 years of Commercial Property Management experience and am a licensed broker in the state of California - if you need any property management assistance or lease review, I’d be happy to help! I am extremely detail oriented, organized and can help you stay focused on what really matters.

Financial Plans
Finance & Accounting
Real Estate
Financial Analysis
Asset Management
Business Management
Property Management
Real Estate Acquisition
Commercial Lease
Management Development
Property & Equipment Lease
Financial Variance Analysis
Financial Management
Intuit QuickBooks
Bookkeeping
$60 hourly
- 5.0/5
- (2 jobs)
I've been working in Finance in various industries for the past 25+ years. I'm experienced in financial planning and analysis, budgeting and forecasting, and cost accounting with a variety of manufacturing companies.

Financial Plans
Financial Analysis
Finance & Accounting
Budgeting & Forecasting Software
Financial Model
SWOT Analysis
Financial Management
Cost Accounting
Financial Planning
$95 hourly
- 5.0/5
- (1 job)
SUMMARY: To obtain a challenging leadership role where my 25 years of experience in managing and growing businesses, building and retaining high-performing teams, and driving revenue growth and profitability can be leveraged. With a proven ability to take the business from $200 million to $250million in revenue. I am confident in my ability to drive business success and deliver measurable results for any organization. I'm also a B2B consultant that can save any and all businesses on their utility bills that includes ENERGY, WASTE & WATER bills. I have massive contacts in procurement and can save companies money in most procurement costs be it in the medical, retail, chemical fields.

Financial Plans
Waste Management & Remediation
Wastewater Management
Energy
Procurement
Retail Merchandising
Customer Retention
Income Statement
Financial Management
Leadership Skills
Leadership Training
Customer Retention Strategy
Business Management
Management Skills
Customer Service
Customer Satisfaction
$195 hourly
- 5.0/5
- (2 jobs)
Transform Your Small Business with Strategic Guidance and Hands-On Implementation Are you ready to scale your business but unsure how to navigate the complexities of growth? As a seasoned business consultant and coach, I specialize in turning challenges into opportunities and visions into realities. I prefer to work with clients on a flat fee basis tied to key milestones so we can focus on getting the job done rather than tracking hours. With over 15 years of experience scaling startups and small businesses across tech, marketing, healthcare, and professional services, I offer a unique blend of strategic insight and practical execution. My holistic approach covers every aspect of your business, ensuring sustainable growth and profitability. What sets me apart: ✅ Hands-on Implementation: I don't just advise; I roll up my sleeves and work alongside you. ✅ End-to-End Solutions: From strategy to execution, I'm with you every step of the way. ✅ Proven Track Record: I've helped over 50 businesses achieve tangible, measurable results, with 72% doubling their revenue in 3 years or less. ✅ Startup and Corporate Experience: My background combines scaling multiple startups with leadership roles at Disney, ESPN, and Levi's. My expertise includes: ✅ Crafting and Executing Comprehensive Business Plans ✅ Market Analysis and Brand Positioning ✅ New Product/Service Launch and Scaling ✅ Financial Modeling and Performance Assessment ✅ Organizational Assessment and Coaching ✅ Operational Efficiency Improvements ✅ Sales Process Optimization and CRM Implementation Whether facing complex challenges or seeking to capitalize on new opportunities, I'm here to help you transform your business goals into reality. Let's partner to create a tailored strategy that drives your business forward. Ready to take your business to the next level? Let's connect and discuss how I can help you achieve your goals. Warm Regards, Eric

Financial Plans
Performance Measurement
Mission Statement
Marketing Strategy
People Management
EOS
Communication Strategy
Customer Acquisition
Client Management
Financial Management
Forecasting
KPI Metric Development
Organizational Structure
Business Coaching
Strategic Planning
Business Consulting
$190 hourly
- 5.0/5
- (138 jobs)
30+ years experience in accounting, financial, investments & managerial services / international business. Financial & tax reporting, GAAP, audits, internal controls, Quickbooks, payroll, tax compliance and planning, cash-flows, budgeting, forecasts, financial modeling and management, banking, education and retirement planning, business entity selection, business and wealth advisory services. US Certified Public Accountant, member of American Mensa, Triple Nine Society.

Financial Plans
Corporate Tax
Financial Reporting
Financial Modeling
Corporate Finance
Financial Analysis
Intuit Lacerte Tax
Financial Management
Financial Accounting
Financial Audit
Tax Preparation
$77 hourly
- 4.8/5
- (78 jobs)
A highly regarded & experienced consultant, fractional CFO, accountant, and bookkeeper for entrepreneurial and start-up businesses seeking rock-solid financial processes and reporting. Expert with a deep knowledge of business integration and AI automation resulting from experience in corporate accounting, bookkeeping, financial and operations analysis, auditing, payroll, human resources, and customer service. Effective in creating a positive and productive work environment focused on teamwork and mutual respect. Extremely proficient in developing procedures that reduce excessive spending, fine-tuning cash flow to free up the availability of funds, and capturing tax deductions.

Financial Plans
Business Development
Third-Party Integration
Business Consulting
Financial Management
Budget Planning
Financial Consulting
Investment Strategy
Financial Policies & Procedures
Google
Financial Reporting
Cash Flow Analysis
Bookkeeping
Intuit QuickBooks
Accounts Receivable
Accounts Payable
$150 hourly
- 4.8/5
- (16 jobs)
CPA, JD, CVA, CFE, CFO Public company accounting/reporting Valuations Forensic Accounting CFO work Mergers&Acquisitions Expert Witness

Financial Plans
Audition Preparation
Financial Statement
SEC Reporting
Financial Management
Fraud Detection
Business Valuation
Fraud Mitigation
Financial Accounting
Financial Modeling
Financial Analysis
$35 hourly
- 5.0/5
- (1 job)
As a bookkeeper, my job includes processing payroll, bank reconciliation, accounts payable, and a lot of data entry. I've been in this field for twelve years. I'm very precise and detail oriented. I triple check everything I do, as I am a perfectionist. As a Virtual Assistant, my job is to set up domains through Google Admin, create and monitor LinkedIn and email campaigns using external websites such as Expandi and Instantly, recruit people or sell a product, and set up appointments for my clients with potential business partners. This job requires special training to set up domains effectively, and interpersonal skills to persuade new connections to meet with my client. As a Graphic Designer, I work with a client over zoom or independently to make logos, banners, and other marketing material. I use Canva Pro.

Financial Plans
Business Management
Mathematics
Financial Management
Financial Accounting
Logo Design
Canva
Email Campaign
LinkedIn Lead Generation
LinkedIn Sales Navigator
Recruiting
Marketing
Bank Reconciliation
Payroll Accounting
Accounts Payable
Data Entry
$75 hourly
- 5.0/5
- (13 jobs)
My name is Austin Powell, and I'm a Social Media Content Specialist, Community Manager, Copywriter, and Consultant. I recently worked as a Content Strategist and Community Manager for the global tech brand, GoDaddy, under their sub-brand GoDaddy Pro. After a month as Community Manager, I was promoted to handle content strategy as well. During my time at GDP, I created full-scale branded content campaigns, project management scorecards, ideated posts directly, crafted finalized post copy, directed graphic designers for asset creation, conceived innovative giveaways and contests, reported on qualitative sentiment analysis, and developed evergreen content strategy. I’ve also done similar work for other companies in the tech and finance space, such as Lighthouse Apartments and Atom Finance (among others). I got my start in social media as a Social Media Coordinator in the media sector working for the international marketing agency, Tommy, as they worked on the Amazon Prime show “The Boys” and the “Ghostbusters" legacy brand social accounts. Along with social media coordination, I also did copywriting and quantitative and qualitative reports on engagement. My interest in media and the arts go beyond that experience. I myself am a musician and have always been drawn to creativity. I even interned at both Interscope Records and Music Sales Corporation during my studies at California State University, Northridge — where I graduated magna cum laude with a bachelor’s degree in Marketing and Business Honors and a minor in Finance. My most firmly held belief about social media is that the most successful content is community targeted and value-adding. That is the mindset that I bring to every project. I look forward to discussing yours!

Financial Plans
Copywriting
Social Media Content
Content Writing
Social Media Management
Social Media Marketing
Videography
Social Media Strategy
Financial Management
Video Editing
Marketing Strategy
Instagram
Photography
Business Plan
$150 hourly
- 5.0/5
- (174 jobs)
🏆 "Highly recommended A+++” I help business leaders and teams to define and achieve their business financial goals. We do this with CFO Reviewed Financials™ to develop plans and review progress. 🔜 Message me to discuss your project/needs. As a consulting CFO who offers fractional CFO retainer options, I focus on building and implementing financial models/plans that guide business leaders in growing their business, and I provide support as needed. Most often, I help to: 1⃣ secure funding, 2⃣ grow efficiently, and 3⃣ engineer an exit. ▶️ We start with CFO Reviewed Financials™, where I analyze up to 60 months of the company’s income statements, balance sheets, and statements of cash flows. If available, we compare the results against previous forecasts and budgets. Next, I record my observations and generate visualizations of the data. From this, I prepare a report sharing my key insights and recommendations, including key performance indicators as appropriate. To help achieve your business financial goals, we meet monthly to discuss your CFO Reviewed Financials™, new opportunities, and other developments; and to determine the proper changes to implement. To help define and track progress against these goals, I build a Comprehensive Financial Model™ to develop forecasts and adopt them as budgets. All of this is tracked in your customized Financial Management Plan. 🔜 If this aligns with your goals and needs, then let’s chat about what you’re working on and see how I might be able to help! My successes include: ✔ Secured $1 million pre-seed funding and co-founded innovation platform Ideator. ✔ Secured $500k seed round for medtech software startup 4D Healthware. ✔ Built the first financial model that enabled a healthcare payments company to raise $29.3 million in venture capital over four funding rounds. ✔ Built the first financial model and supported negotiations for $1 million growth funding for an NIH backed biotech startup. ✔ Developed and landed supply chain funding strategies for adtech startup Promo Drone. ✔ Expanded multinational commercialization and closed $10 million seed funding for fintech Paybook/Syncfy. ✔ Led the capital raise process to secure $20 million in expansion funding for 3D printer manufacturer UNIZ Technology. ✔ Turned around the financial operations and recalibrated growth for digital marketing agency O8. ✔ Turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit. ✔ Restructured corporate financing and increased net profit margin by 9%, ROA by 1%, and ROE by 11% for medical device distributor CITIZEN Healthcare. ✔ Improved financial reporting, planning, and analysis for a $15 million real estate services firm. ✔ Improved financial reporting, planning, and analysis for nationwide restoration services company HomeCleanse. ✔ Corrected financial reporting for a $130 million international distributor of consumer products. ✔ Strengthened financial management and led a $10 million private equity owned consumer products brand to profitability. ✔ Overhauled financial reporting and led a tax-free reorganization to save more than $250k in taxes and professional fees for a $25 million global ecommerce company. ✔ Cured statutory deficiencies and flipped a Swiss regulated payments company into a new US holding company. ✔ Built the financial model that enabled the IPO for American Brewing Company. ✔ Built the financial model and supported negotiations for the sale of an insurtech startup to a nationwide law firm. 🏆 “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” – Carter Wigell, CEO at Ideator 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” – Parker Harris, Founder & President at Junto Global 🏆 “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” – Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “His guidance has been invaluable as we scale, and he's been a great person to work with—always approachable and on point.” – Josh Leonardi, Co-Founder at BALTINI 🏆 “I can't imagine how my startup would have looked like without Jeremy being involved in every financial aspect of the company.” – Bishoy Mikhael, Founder and CEO of The Pay Holding Company My management consulting services include: ✴ Consulting CFO (hourly and project) ✴ Fractional CFO (retainer) ✴ Financial Modeling ✴ Forecasting & Budgeting ✴ Financial Planning & Analysis ✴ Financial Management ✴ Cash Management ✴ Management & Board Reporting ✴ Investor Presentations / Pitch Decks / Pitchbooks ✴ Fundraising Support ✴ Business Plans ✴ KPI Development ✴ Supply Chain Planning and Optimization ✴ Turnarounds ✴ Strategy Advisory ✴ Executive Coaching

Financial Plans
Forecasting
Finance
Business Presentation
Business Plan
Financial Analysis
Corporate Finance
Strategy
Financial Management
Startup Consulting
Financial Modeling
Venture Capital Consulting
Growth Strategy
Financial Projection
Budget Management
$125 hourly
- 5.0/5
- (308 jobs)
◼️ BACKGROUND With over 15 years of entrepreneurial experience, I am a seasoned business consultant with a proven track record of transforming concepts into fully operating businesses. Having been in your shoes, I understand the challenges of launching and growing a business and am here to help you execute your vision. I’ve partnered with over 300+ startups and numerous others through referrals, guiding companies from pre-seed to Series C typically. I know how to capture investors' attention and meet their expectations, ensuring your business story resonates. I’ll take you through my refined, step-by-step process to build compelling investment materials that will drive capital raises and accelerate growth. I hold degrees from Columbia University (BA) and The George Washington University (MBA) and reside in the San Francisco Bay Area, where I am an active member of Silicon Valley’s oldest angel investment group, The Band of Angels. Outside of work, I enjoy spending time with my wife and boy and biking around Northern California's Bay Area. ◼️ 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 (in Google Slides, PPT, or Keynote) content with a clean and modern design to secure funding Executive Summary (1-pager): Prepare a concise and punchy summary of the startup's story Sales Presentations: Prepare a persuasive sales narrative to win new clients and/or partnerships Business Plans: Prepare a comprehensive plan (in Google Docs.) that covers the details of your business from A to Z Financial Projections: Prepare an editable financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity, and any other requirements to raise capital or manage operation Fundraising: Build a list of vetted venture investors based on how much capital you are raising and your startup's stage and reach out and manage on your behalf based upon an agreed-upon timeline ◼️ INDUSTRIES SERVED AI, Consumer and B2B Tech, Edtech, Real Estate, Fintech, Fashion, Health and Wellness, SaaS, Consumer Goods, Life Sciences, Adtech, Media and entertainment, Legal, Hospitality and Tourism, Financial Services, Aerospace, el al ◼️ TIMELINE Pitch deck: 2 - 3 weeks (max) Pitch deck and financial model: 3 weeks (max) Business plan, pitch deck, and financial model: 4 weeks 1 pager: 7 days ◼️ MORE ABOUT ME Entrepreneurial Extremely organized Detailed oriented Great communicator and listener Patient ◼️ BENEFITS Work with an expert Receive investor-ready material Save time and headache A proven process that works Easy to work with Send me a message and let's have a discovery call.

Financial Plans
Business Consulting
Business Plan
Financial Model
Financial Projection
Presentations
Sales Presentation
Financial Modeling
Pitch Deck
Pitchbook
Financial Management
Fundraising
Venture Capital Consulting
Startup Consulting
$200 hourly
- 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!

Financial Plans
Venture Capital Consulting
Investment Banking
SaaS
Financial Management
Investor Overview
Business Valuation
Startup Consulting
Financial Modeling
Financial Accounting
Capital Markets
Investment Research
Management Consulting
Tech & IT
Financial Analysis
$100 hourly
- 5.0/5
- (9 jobs)
With over 10+ years of experience as a CPA and the proud founder of Compass CPA, PC, I bring a wealth of experience in shaping financial success stories. 🚀 𝙎𝙥𝙚𝙘𝙞𝙖𝙡𝙞𝙯𝙞𝙣𝙜 𝙞𝙣: 💹𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙮 𝘿𝙚𝙫𝙚𝙡𝙤𝙥𝙢𝙚𝙣𝙩 Crafting robust financial strategies tailored to propel your business forward. 💹𝘽𝙪𝙙𝙜𝙚𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝙁𝙤𝙧𝙚𝙘𝙖𝙨𝙩𝙞𝙣𝙜 Precision in financial planning to guide your business toward sustainable growth. 💹𝘾𝙖𝙨𝙝 𝙁𝙡𝙤𝙬 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 Streamlining cash flows to optimize liquidity and ensure financial stability. 💹𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙍𝙚𝙥𝙤𝙧𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨 Providing insights through meticulous analysis for informed decision-making. 💹𝙍𝙞𝙨𝙠 𝙀𝙫𝙖𝙡𝙪𝙖𝙩𝙞𝙤𝙣 𝙖𝙣𝙙 𝘾𝙪𝙨𝙩𝙤𝙢𝙞𝙯𝙚𝙙 𝙎𝙤𝙡𝙪𝙩𝙞𝙤𝙣𝙨 Expertise in evaluating financial risk and delivering tailored solutions for mitigation. 💹𝙇𝙚𝙖𝙙𝙚𝙧𝙨𝙝𝙞𝙥 𝙖𝙣𝙙 𝙏𝙚𝙖𝙢 𝙈𝙚𝙣𝙩𝙤𝙧𝙞𝙣𝙜 Nurturing financial leadership within your team for a cohesive and empowered workforce. 💹𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙘 𝘿𝙚𝙘𝙞𝙨𝙞𝙤𝙣 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 Offering invaluable support in strategic decision-making for long-term success. 💹𝘾𝙖𝙥𝙞𝙩𝙖𝙡 𝙍𝙖𝙞𝙨𝙞𝙣𝙜 𝙖𝙣𝙙 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙞𝙣𝙜 Facilitating capital growth through strategic financial structuring. 💹𝙆𝙚𝙮 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨 𝙖𝙣𝙙 𝙎𝙢𝙖𝙧𝙩 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙚𝙨 Unveiling key performance metrics and strategies to drive intelligent business decisions. 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞 I am not just a detail-oriented accountant and advisor, but also an active entrepreneur. My career is built on my passion for creating efficient systems and processes, using the best technologies available. I provide key performance analysis and strategic advice, essential for making smart business decisions. I hold an MBA and BS in professional accounting from West Virginia University, adding to my credibility. Based in the heart of the Bay Area, I am a trusted advisor for business owners nationwide. As an active CPA in the state of California, I ensure that I am up-to-date with the latest trends and regulations in the field. With my extensive experience serving as a CFO, tax expert, Accounting Manager, & Controller for both start-ups and established companies, I've demonstrated a track record of implementing efficient, automated processes and technologies across a variety of industries. I offer full-service accounting responsibilities including corporate and individual tax returns, and have spent years in the private industry, building scalable operations, strategies, and successful teams. My expertise in CFO and tax services makes me an ideal partner for CEOs and business owners looking to elevate their businesses. 𝐌𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 🤝🏻I believe in building strong relationships with my clients based on trust and mutual respect. I take the time to understand each client's unique needs and tailor my services to meet those needs. I am committed to delivering high-quality work that meets or exceeds my clients' expectations. Whether you need ongoing accounting support or tax preparation services, I am here to help. 🤝🏻I don't just offer financial services; I provide a partnership dedicated to your success. 🤝🏻I am available for long-term projects and can provide customized services based on each client's unique needs. 📧Contact me to discuss how I can help you with your accounting, tax, and CFO needs. Let's work together to take your business to the next level! 🧭Your Financial Navigator, 𝐂𝐚𝐬𝐞𝐲

Financial Plans
Tax Return
Tax Strategy
Cash Flow Modeling
Bank Reconciliation
Tax Planning & Advisory
Financial Analysis
Financial Reporting
Cash Flow Analysis
Financial Accounting
QuickBooks Online
Tax Law Compliance
Financial Management
Tax Preparation
Finance & Accounting
Accounting
$100 hourly
- 5.0/5
- (3 jobs)
I work with business owners and executives to provide timely financial reporting, streamline operations, obtain funding, design processes, document procedures, develop org charts with responsibilities. Deliverables include business plans, strategic plans, EOS facilitation and accountability tools. My career experience has been assessing situations, creating plans for solutions, implementing the plans, managing team members and reporting on results. My mission is to help make businesses profitable and rely less on its owners so they can manage and grow the business.

Financial Plans
Lean Startup
Sage Intacct
Financial Management
EOS
Human Resources Strategy
Leadership Development
Financial Analysis
Business Process Modeling
Business Coaching
Strategic Plan
$45 hourly
- 0.0/5
- (1 job)
If you are a small business in need of comprehensive bookkeeping support and administrative advice, I am here to help. With years of experience, I specialize in streamlining bookkeeping, compliance, reporting, payroll, employee benefits, and more, allowing you to focus on your business without worrying about the financial aspects. My name is Heather, and I am a professional bookkeeper, QuickBooks ProAdvisor, and former Human Resources/People Operations Leader, and a Canva Artist. I am also the owner of Strong Business Boost. My journey began when my husband retired and we decided to travel the United States in our truck and 5th Wheel trailer. I wanted to support our family while being available for this adventure, so starting my own business was the perfect solution. Thus, Strong Business Boost was born, and I am here to provide your small business with all the support you need. As your trusted partner, I offer a range of services including setting up and managing your QBO account, establishing remote (cloud) bookkeeping best practices, preparing financial reports and tax estimates, managing A/r and A/p, handling payroll for your employees, and providing assistance with HR compliance. I can also help with employee benefits, FMLA, ADA, LOAs, and admin support for light marketing needs such as social media content, digital advertising, and more. Starting with me is simple. We will begin with a video call to discuss your specific needs and concerns about your business. If you already have a QuickBooks account, you can add me to it. If not, we will get you set up. I will then provide a QBO checkup and a custom proposal tailored to your goals. Once everything is in place, you can hire me through Upwork and we can get started. I am dedicated to helping small businesses like yours thrive by taking care of the financial and administrative aspects so that you can focus on what you do best. If you are ready to boost the profitability of your business and ensure compliance with HR regulations, I am here to support you every step of the way. Let's work together to strengthen your business and achieve your goals.

Financial Plans
Marketing Consulting
Human Resource Information System Implementation
Human Resources
Financial Management
QuickBooks Online
Bookkeeping
Benefits
Recruiting
Employee Relations
Company Policy
Payroll Accounting
$100 hourly
- 0.0/5
- (1 job)
Wall Street and Silicon Valley fintech/startup veteran with 20 years of experience in financial strategy, modeling and analysis. Freelancer and professional stand-up comedian with experience writing, editing and performing. Hire me for your next project -- writing (business, lifestyle and creative), analytical (modeling, forecasting, reporting) and performance (narration and character voice-over and singing).

Financial Plans
Small Business Administration
Revenue Management
Expense Reporting
Administrative Support
Financial Reporting
Bookkeeping
Strategy
Business
Forecasting
Strategic Planning
Financial Management
Writing
Financial Consulting
Modeling
Financial Modeling
$145 hourly
- 0.0/5
- (1 job)
- I am an experienced financial systems manager with extensive technical expertise in the Hyperion / Oracle product suite. Willing to assist on your project as a manager or technical expert working directly with the products. - Strong leadership in partnering with IT, Accounting and FP&A to ensure financial and operational reporting needs are met. 17 years of increasing responsibility in my current role. - CPA and Hyperion certified.

Financial Plans
Financial Management
Microsoft Excel
Oracle
Oracle Programming
Analytics
Budget
Financial Reporting
Essbase
Want to browse more freelancers?
Sign up