The Best Financial Planners For Hire In the United States

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

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$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
$35 hourly
- 5.0/5
- (8 jobs)
🚀 Data & Financial Analyst | Turning Data into Actionable Insights 🚀 👨‍💼 About Me With years of experience as a financial and data analyst, I specialize in leveraging data to solve complex business challenges. From working with industry leaders like Wells Fargo to freelancing for startups and non-profits, I have a proven track record of delivering actionable insights, optimizing financial processes, and driving measurable results across industries. 📊 My Expertise •Data Analysis & Insights: Conducted in-depth analyses of sales, financial, and operational data to identify trends, uncover opportunities, and support strategic decisions. •Financial Modeling: Designed dynamic models for budgeting, forecasting, and cost analysis, including a 50+ sheet Excel model for a $15M company. •Dashboards & Visualization: Created interactive dashboards in Power BI, Tableau, and Excel to present insights for projects like Miami-Dade County analysis and organizational financial performance. •Game Analytics: Developed spreadsheets to track and balance game progression, resource economy, and leveling systems, demonstrating a creative approach to data solutions. •Automation & Streamlining: Automated workflows using Excel VBA, macros, and Power Query to reduce manual effort and improve efficiency. •Credit Risk & Strategy: At Wells Fargo, analyzed credit and operational data to enhance risk management strategies and improve portfolio performance. •Predictive Analysis: Used machine learning techniques like XGBoost and statistical methods to improve forecasting accuracy and deliver data-backed recommendations. 🔧 Tools & Skills •Technical Expertise: SQL, Python, Excel (Advanced), VBA, Power BI, Tableau •Data Analysis: Statistical Analysis, Data Cleaning, Predictive Modeling, Business Intelligence •Financial Expertise: Budgeting, Forecasting, Financial Modeling, Variance Analysis •Visualization & Automation: Custom Dashboards, Trend Analysis, Macros, and Power Query 🏆 Achievements •Delivered 30+ projects in finance, analytics, and visualization, consistently exceeding client expectations. •Improved efficiency for businesses by creating automated tools that reduced errors and saved time. •Enabled startups and non-profits to achieve clarity through dynamic financial and data models. •Built intuitive dashboards for businesses and municipalities, translating raw data into impactful insights. •Designed game analytics tools for balancing resource economies, showcasing a unique combination of analytical and creative skills. 📈 Services I Offer •Data Analysis & Visualization: Transform raw data into clear, actionable insights with dynamic dashboards. •Financial Reporting & Analysis: Deliver tailored reports to track performance and guide decision-making. •Forecasting & Budget Optimization: Align financial strategies with business goals for sustainable growth. •Process Automation: Streamline workflows with advanced Excel tools and automated solutions. 🌟 Let’s Work Together Whether you’re looking to optimize your financial strategies, uncover insights from your data, or improve operational efficiency, I’m here to help. Let’s collaborate to create impactful solutions that drive growth and success.

Financial Plans
Financial Management
Financial Accounting
Financial Modeling
Risk Analysis
Data Cleaning
Data Visualization
Financial Analysis
Finance
Business Intelligence
Microsoft Power BI
Tableau
SQL
Python
Business Analysis
Data Analysis
$45 hourly
- 4.9/5
- (45 jobs)
Much of my recent experience has been in accounting and financial management. I worked since 2014 with QuickBooks online and would welcome any opportunity to modernize your company’s accounting and the budget. I am a highly organized individual and a very practical thinker who can work in a highly methodical manner or ideate to find nontraditional solutions and I can match those skill sets appropriately to the task at hand. I have a somewhat untraditional background, having been educated both in Europe and the United States, however, I believe that this upbringing allows for value-added advantages in the workplace. I speak five languages and am presently refreshing my Italian. In addition, having worked and flourished in multiple cultures has taught me how to build strong relationships with diverse personalities both within and outside of an organization.

Financial Plans
Organizational Structure
Financial Reporting
Financial Management
QuickBooks Online
Financial Report
Chart of Accounts
GAAP
$125 hourly
- 5.0/5
- (12 jobs)
Real Estate Financial Modeling, Analysis and Fundraising • Over 17 years of experience in financial modeling and analysis • Completed over $1bn in transactions during my career in the US and Europe • Deep expertise in Multifamily, Student Housing, Condo Development, Co-Living/Working/Warehousing • Experience in real estate development, acquisitions and structured finance • Expert in Mezzanine, Preferred Equity, Waterfall structures • Worked at CBRE, KPMG and private equity firms • Masters in Real Estate Finance and Investments from New York University • Strong knowledge of accounting and finance • Native English speaker • Author of "Professional Real Estate Investing Course" on Udemy Reviews: "Great working with Juan Carlos. He has a lot of experience in Real Estate finance, Investment Funds structuring, financial modelling and in Real Estate in general. Very good communication skills, perfect English, all work delivered on time. I will consider him for future projects." "We were extremely happy with Juan's work. Quick, flexible and understood what we needed straight away so well, that we only needed a couple of iterations of the model. We highly recommend her for anyone looking for a great financial model."

Financial Plans
Fund Accounting
Private Equity
Financial Management
Real Estate Investment Assistance
Data Science
Real Estate Financial Modeling
$285 hourly
- 5.0/5
- (2 jobs)
As a YNAB Certified Budget Coach and a Certified Money Coach®, I work with you as a guide and accountability partner to become more confident, aware, and in control of your money. I believe money should be a tool to help you live your best life – not a burden that is always dragging you down. I can help with: • You Need A Budget (YNAB) - setup and ongoing maintenance • Expense tracking • Budget creation • Improving your relationship with money • Improving your money mindset • Goal setting and accountability • Profit First implementation and maintenance • Small, service-based business bookkeeping using YNAB software Money is complex! I support my clients every step of the way, until they feel confident and empowered to be able to face the money challenges that come their way!

Financial Plans
Financial Planning
Personal Budgeting
Microsoft Word
Cash Flow Analysis
Finance & Accounting
Financial Management
Bookkeeping
Budget Management
Bank Reconciliation
Microsoft Excel
$95 hourly
- 5.0/5
- (8 jobs)
Are you looking for financial expertise to help you make smart financial decisions for your business?**Do you need robust financial analysis and solutions to drive better financial outcomes? Hi, I recently became a freelancer and new to Upwork, but I have 15 years of financial management experience having worked with fortune 500 companies ranging from retail chains, financial services, energy generation and ecommerce. I am a seasoned finance professional with track record of finding solutions to business challenges and driving successful financial outcomes for clients. My expertise in finance and diverse industry experience, combined with an engineering background helps me to troubleshoot problems, analyze complex businesses, and innovate smart financial solutions for my clients. As finance leader, I was responsible for financial management of multi-billion-dollar re-commerce business, while building and maintaining strong relationships with diverse/cross-functional teams, and providing leadership, guidance, and direction on financial matters to operations/business partners. Responsible for providing clarity, visibility, accountability, and leadership to drive cross functional initiatives and solve financial challenges. Extensive experience in strategic financial management (i.e., monthly/weekly executive reviews, forecasts, annual budgets, and long-range financial planning), financial analysis and decision support. Extensive experience in financial analysis and planning, and expert with MS excel for financial modeling. -Discounted cash flow/NPV analysis -ROI/IRR and proforma modeling -Go/No-go decision support based on financial analysis -Business valuation, and capital expenditure analysis -Modeling for financial budgeting and forecasting -Business case analysis/Financial presentations for Investors/Lenders pitch deck -Debt modeling -Cost-Benefit Analysis/Rent vs Buy analysis -Long/Short term contract evaluation and profitability analysis Current: Founder & Owner/Financial Consultant | Profit Spear Consulting, LLC Profit Spear Consulting helps clients maximize profits by providing customized financial solutions and actionable insights on profitability. Our customizable solutions not only analyze financial health of businesses and identify underlying drivers of profitability, but also provide key valuable insights for informed decision making which will be a game changer for business owners and stakeholders seeking to maximize profits. SOME OF THE SERVICES WE OFFER: -Revenue and Margin Analysis -Expense Analysis -Cash Flow Analysis -Comprehensive Profitability Analysis and Diagnostics -Capital Planning and Analysis -Margin Expansion and Cost Reduction -Financial Planning and Analysis -Cash Flow Management and Analysis -Profitability Analysis and Profit Maximization -Business Case Development and Analysis -Key Performance Indicator Analysis Other Previous Highlights: -Responsible for financial management of multi-billion-dollar re-commerce business with biggest electronics retailer in US - Instrumental in pushing CFO’s enterprise goals with business teams on tighter budgets, spending cuts to meet targets, driving greater benefits on capital investments, cost transformation initiatives, thinking outside the box mentality, and serving as a liaison between finance organization and business teams -Managed all aspects of finance and business, and was responsible for meeting P&L goals for $500 million renewable project - Worked with directors and vice presidents of groups in structuring deals and product pricing on several solar photovoltaic, solar thermal and hybrid solar electric power plants with total investments of more than $1 billion Core Competencies: -Ability to deep dive into financial statements, and gauge financial health of businesses in order to analyze all elements of profitability drivers (revenue and margin analysis, expense analysis, and cash flows), and provide actionable insights and financial solutions to achieve better financial outcomes -Ability to integrate, synthesize and analyze information from disparate sources, and presenting it to executives/business leadership in a crisp and actionable manner -Advanced excel/financial analytics and decision support and financial modeling skills -P&L management, financial planning and budgeting, monthly closing, variance analysis and reporting, complex problem solving -Highly analytical and value driven, with excellent written and verbal communication skills. - Extensive experience with business case planning and analysis for pitches/executive and investor presentations - Expert in financial valuation of investments, and guiding clients with financial data-driven recommendations for decision making

Financial Plans
Capital Expenditure
Financial Modeling
Financial Planning
Financial Consulting
Business Consulting
KPI Metric Development
Financial Management
Financial Projection
Financial Presentation
Business Modeling
Financial Analysis & Valuation
IBM Cognos TM1
Business Coaching
Cash Flow Analysis
Financial Analysis
$300 hourly
- 4.7/5
- (26 jobs)
As a stock market consultant and portfolio manager, I help professionals and business owners consistently achieve higher returns and reduce risk in their investments. My approach centers on delivering tangible results—clients who work with me see significant improvements in their portfolios, typically enjoying returns that far exceed the cost of my services. What You Can Expect: • Higher Returns: Clients see an average ROI of 35% within 7 months through optimized stock options and equities trading strategies. • Minimized Risk: With a 90% gain-loss ratio, I prioritize protecting your capital while identifying lucrative opportunities. • Tailored Strategies: I offer personalized consulting, ensuring that every decision is made with your specific financial goals in mind. The Value I Bring: By partnering with me, you gain not just expert advice, but a clear path to enhanced financial outcomes. My goal is to ensure that the value you receive is at least double the cost of my services, guaranteed. Why Work With Me? If you’re seeking consistent, data-driven results through expert portfolio management or tailored stock market consulting, I’m here to help. I offer hands-on management to maximize your returns and safeguard your investments, while my consulting services provide personalized strategies that align with your financial goals. Whether you need active portfolio oversight or expert advice to navigate market complexities, I’m committed to helping you grow and protect your wealth. Let’s Talk: I offer a free consultation to discuss how I can help you reach your financial goals. Message me directly, and let’s explore how we can enhance your investment strategy.

Financial Plans
Financial Trading
Blue Sky Capital Strategies Portfolio Manager
Management Consulting
Investment Portfolio Review
Stock Market
Trading Lesson
Stock Option Agreement
Portfolio Management
Financial Management
Technical Analysis
Derivatives Trading
Business Development
Investment Research
Investment Strategy
Financial Modeling
$99 hourly
- 4.8/5
- (66 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
- (95 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
$167 hourly
- 5.0/5
- (16 jobs)
I Help Travel-Loving Entrepreneurs Live a Life They Never Want to Retire From. 💼 Short Bio: Natalia Ivanova, IAR® , Founder and CEO, Financial Planning Specialist, Portfolio Designer at NewGen Wealth Creation, and former financial advisor at Morgan Stanley, with over 9+ years of experience working with travel-loving professionals and entrepreneurs, from small business owners to CEOs of Fortune 500 companies. A dog mom, immigrant, and Puerto Rico-based world traveler, proud to use my platform and experience to empower others to achieve their financial goals and build a fulfilling life. 💼 I am an experienced and driven entrepreneur with over 8 years of Wealth Management industry experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. - Built a successful wealth management practice at Morgan Stanley with nearly 50 clients. - Managed book of business with over 1.7 billion in AUM (as of 2019). - Run my own fully registered investment advisory firm that I launched in 2022. - Successfully published over 100 articles 📋 Proven Track Record: Successfully helped over 500 clients retire. Reviewed and prepared over 1,000 financial plans and portfolio analytics. Saved our clients over $500,000 in student loan interest. Saved our clients $3,000,000 in tax savings over the lifetime. Saved our clients over $48,000 in fees. Helped over 3 clients build their first $100,000. Helped all our business owners organize their pension plans. 🌍 Client Diversity: Client acquisition:60% Referrals, 40% Social Media & 0% Cold Calling/Outreach. Having worked with clients from various professions across the United States and worldwide, including medical, interior design, teaching, nursing, hospitality, service model, consulting, fitness training, entrepreneurship, and business ownership, I understand the unique financial challenges and opportunities in these fields. Today most of my clients are startup owners. I also collaborate with CPAs, attorneys, and tax advisors to ensure comprehensive and seamless service for my clients. 📈 Specialized Services: I specialize in a range of financial services, including comprehensive financial planning, retirement planning, business structuring, divorce finance navigation, financial planning for young adults, family financial planning, investment portfolio planning, and tax strategies. 📞 Upwork Consultations: To assist you in understanding the financial services you require and address any questions you may have, I offer 30-minute consultations here on Upwork. I am dedicated to supporting you every step of the way, leveraging my experience and knowledge to guide you through the process efficiently and effectively. 30-minute consultation fee is $75 plus Upwork fee. I also offer flexible and milestone-based project pricing tailored to your specific needs and budget. 📊 Additional Projects: Proficient in Excel and Financial Analysis In addition to my expertise as a financial advisor and portfolio manager, I am highly proficient in utilizing Excel for various financial analysis tasks. I possess advanced skills in budgeting, forecasting, model building, and preparing financial statements such as the balance sheet, income statement, and business projections. My Excel proficiency allows me to streamline and optimize financial data, enabling accurate and insightful analysis. I am well-versed in creating dynamic financial models that provide valuable insights into your business's financial performance and future projections. Whether you require assistance in budgeting, forecasting, or financial statement preparation, I can deliver high-quality results. 🔍🔒 Verifiable Credentials: Find Me on SEC.gov and LinkedIn for Further Verification As a new member on the Upwork platform, I understand the importance of trust and credibility. To provide you with peace of mind and further verification of my professional background, I encourage you to look me up on SEC.gov and LinkedIn. The links to these platforms are provided in my profile below. 🚀Next Steps: English is my preferred language of communication, but I can also provide services in Ukrainian and Russian. I am committed to clear and effective communication and will take the time to educate you on your financial plan to ensure your complete understanding. If you are interested in working together, please reach out to me today. I am always available to discuss your needs further and schedule a call to determine if we are a good fit for each other.

Financial Plans
Financial Accounting
Personal Finance & Wealth Management
Wealth Management
Investment Portfolio Review
Portfolio Management
Financial Planning
Financial Plan
Financial Management
Financial Consulting
Financial Analysis
$55 hourly
- 5.0/5
- (5 jobs)
Hello! I am an IRS Enrolled Agent and Business Advisor. Though I'm new to Upwork, I have over 17 years' experience and specialize in helping business owners ensure no money is left on the table by analyzing their business and consulting about best practices. I also handle year-round bookkeeping needs, tax preparation in all 50 states, as well as audit representation if the need arises. Most people are not familiar with an Enrolled Agent since we specialize in taxation rather than overall accounting like a CPA. However, with me you get the best of both worlds since I also have a degree in accounting! I earned the privilege of representing taxpayers before the IRS by passing a three-part comprehensive test covering individual and business tax returns and hold the highest credential the IRS awards. To maintain this elite status, I adhere to Circular 230 ethical standards and complete 24 hours of continuing education courses yearly. Like attorneys and CPAs, I have unlimited practice rights. This means unrestricted as to who I may represent, what types of tax matters can be handled, and which tax authority I can represent clients before, including all US states. Schedule a consultation or invite me to your job opportunity to see how I can help identify tax savings, seamlessly file your tax returns, and contribute to the success of your business!

Financial Plans
Intuit QuickBooks
QuickBooks Online
Business Coaching
Limited Liability Company
S-Corporation
Financial Management
Financial Consulting
IRS Income Tax Audits
Tax Planning & Advisory
Tax Strategy
Tax Accounting
Business Consulting
Certified Tax Preparer
Tax Preparation
$200 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
$250 hourly
- 4.9/5
- (222 jobs)
I pride myself in Top-notch, Multifaceted Business and Tax Consultancy services/solutions, including but not limited to:Accounting,Consulting,Tax preparation,Tax consultancy,Tax planning,Business Planning,Marketing planning and Strategy ,Book-keeping, Financial Analysis,Compilations,Reviews,Audit,Trademark Application and Registrations/Renewals at the best possible rate to all and sundry..............If I wont do it right,I won't do it at all

Financial Plans
Content Writing
Document Review
Marketing Strategy
HTML
Financial Management
International Taxation
Bookkeeping
Financial Analysis
Bank Reconciliation
Financial Accounting
Tax Preparation
Intuit QuickBooks
$120 hourly
- 4.8/5
- (117 jobs)
I'm a passionate startup coach with 16 years of experience as a founder (having launched 4 businesses myself!). I leverage my experience and an Ivy League education (Cornell University) to guide you, from initial ideas to securing funding. I've built hundreds of pitch decks, business plans, and financial models for clients on Upwork and beyond. I'll provide a reality check and the tools to make your dream a business. My toolbox: Lean Startup methodologies, proven pitch deck formats (Y Combinator, Sequoia), business model canvas, design thinking, marketing personas, and financial forecasting. Let's collaborate: We'll start with a free discovery call to understand your goals. Following that, I'll send a proposal outlining deliverables, timelines, and fees. Once approved, we'll work together virtually, refining your plan step-by-step. My mission: Your success is mine. I'm here to help you launch your current venture and prepare for future ones. Let's chat!

Financial Plans
B-2 Visa
Work Visa
Business Valuation
Startup Consulting
Financial Report
Financial Management
Financial Modeling
Microsoft PowerPoint
Business Modeling
Presentation Design
Business Development
Business Plan
$75 hourly
- 4.5/5
- (103 jobs)
My name is Adam Baker and I am a Nonprofit CPA and Accounting Instructor at a community and technical college in the United States. I have 16 years of Nonprofit industry experience, as well as 12 years of teaching experience. I currently serve over 30 nonprofit clients with their accounting needs, including 990 (N, EZ, Full, PF), Audit/Review/Compilation, COA set up, and Accounting Oversight. I also teach both online and on campus classes in such areas as Fund/Nonprofit Accounting, Quickbooks, Payroll, Bookkeeping, Individual Income Tax, Business Tax, Business Math/Calculators. I am hardworking, trustworthy and easy to get along with!

Financial Plans
Xero
Bookkeeping
Internal Auditing
Financial Reporting
Financial Management
Financial Analysis
Intuit QuickBooks
Microsoft Excel
$45 hourly
- 5.0/5
- (385 jobs)
🙌🏽 600+ 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗲𝗹𝗽𝗲𝗱 💰$75𝗠+ 𝗶𝗻 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗺𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀, 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀, 𝗮𝗻𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 3️⃣𝘅 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 🥇𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗘𝘅𝗶𝘁 💃🏻30 𝘆𝗲𝗮𝗿𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘀 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿 𝗮𝗻𝗱 𝗖𝗙𝗢 📡𝗞𝗶𝗻𝗱, 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗠𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗳𝗮𝗰𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗼𝗿 "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." - Sam Lee, CEO of Chrom Adjust "Absolutely incredible. I will work with Monica again. Extremely professional. We spoke just once and based on our conversation, she had a full grasp of our business. - Luis P, CEO of LJP Medical "Monica's dedication, skill, and professionalism have immensely contributed to the promising future of our startup. I wholeheartedly recommend Monica for her exceptional expertise and positive demeanor." - Joy K, CEO of Tiger Connect 📞 Invite me to your job and we can book a complimentary 30-minute consultation together that I know you'll find extremely helpful even if you decide not to work together 📞 Here’s a brief summary of how I help my clients most often: ✅ 𝗧𝗲𝗹𝗹𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗰𝗼𝗺𝗽𝗲𝗹𝗹𝗶𝗻𝗴 𝘀𝘁𝗼𝗿𝘆 𝘁𝗼 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 through numbers in a Financial Model, through words in a Pitch Deck, and strategy in a Business Plan so they can raise funds successfully. ✅ 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗶𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗮𝗻𝗱 𝗲𝗮𝘀𝘆-𝘁𝗼-𝘂𝘀𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀 that allow them to run their business more effectively as small business owners. ✅𝗔𝗱𝘃𝗶𝘀𝗶𝗻𝗴 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 on growth, fundraising, proven investor strategies, and financial management best practices. Why I’m worth talking to: ✅ I've done this a few hundred times before. 🔎 I’ll “get” your business model right away without you having to do too much explaining. 🕵️‍♀️ I’ll ask questions that you probably haven’t even thought about, so you may end up understanding your own business better. 🚶🏽‍♀️I’ve walked in your shoes as an entrepreneur multiple times, I feel for you and can share what I learned. Thank you for reading my profile 🙏 If you’re ready to take your business to the next level and/or need to fundraise to get there, invite me to your job and we can talk more about how to achieve your goals. Monica Chitnis "Monica crushed it. Deliverable was excellent." - Felipe Azenha, CEO of CinderFit

Financial Plans
Investment Research
Financial Analysis
Financial Management
Business Modeling
Business Proposal Writing
Castilian Spanish
Financial Writing
Business Writing
Business Plan
$25 hourly
- 5.0/5
- (9 jobs)
Experienced bookkeeper, administrator, and non-profit leader. Expert knowledge of non-profit accounting, financial reporting, and administrative tasks. Experienced with QuickBooks, Google Suite, Microsoft Office, and Adobe. Pastor with 2 degrees in theology and leadership. Seasoned communicator, writer, and teacher. As an academic, I’ve written several academic papers with topics ranging from business to global theology, as well as sermons and small group curriculum.

Financial Plans
Notarization
Bookkeeping
Writing
Editing & Proofreading
Analytics
Religion
Theology
Accounts Receivable
Clerical Procedures
Business
Budget
Financial Management
Teaching
$25 hourly
- 5.0/5
- (7 jobs)
Chartered Accountant | Financial Management Expert | QuickBooks, Xero and Excel Specialist As a Chartered Accountant with over 10 years of experience, I am passionate about helping businesses grow by maintaining accurate and comprehensive financial records. My expertise in financial management allows me to provide tailored solutions that meet the unique needs of each client. What I Offer: • Comprehensive Financial Reporting: I prepare detailed financial statements, including Profit & Loss statements, Balance Sheets, and Cash Flow statements, giving you valuable insights into your business performance. • Bookkeeping Services: I specialize in managing day-to-day bookkeeping tasks using QuickBooks and Oracle, ensuring that your financial records are accurate and up-to-date. • Budgeting & Forecasting: I help businesses develop budgets and financial forecasts to effectively plan for the future and manage cash flow. • Data Analysis & Excel Proficiency: Utilizing advanced Excel skills, I analyze financial data to identify trends and provide actionable insights that support strategic decision-making. • E-commerce Integration: I have experience integrating financial systems with e-commerce platforms, streamlining processes to enhance efficiency. • Tailored Solutions: I understand that every business is unique, and I customize my services to align with your specific goals and challenges. Why Choose Me? Reliable Communication: I prioritize clear and consistent communication to ensure you are informed and confident in your financial management. Commitment to Growth: My focus is on helping your business thrive by providing the support and insights needed to make informed financial decisions. Let’s work together to enhance your financial operations and achieve your business goals! Feel free to reach out to discuss how I can assist you.

Financial Plans
Accounting Software
Chart of Accounts
Financial Management
Oracle
Data Entry
Financial Statement
Balance Sheet
Bank Reconciliation
Microsoft Excel
Intuit QuickBooks
Financial Planning
Light Bookkeeping
Accounting Basics
Bookkeeping
Accounting
$45 hourly
- 5.0/5
- (5 jobs)
Independent Contractor/Freelance Grant Writer and Consultant with 10+ years of experience within nonprofit, government, and education sector. Proficient in writing grant proposals and applications to government agencies, foundations and other grant making organizations. Over 87% success rate in obtaining funding. Proven to effectively manage diverse projects under demanding timelines. Excellent writing, analytical, research and organizational skills.

Financial Plans
Grant Writing Consultation
Project Management
Writing
Financial Management
AP Style Writing
Creative Writing
Proposal Writing
Business Writing
Cover Letter Writing
Resume Writing
Grant Writing
$100 hourly
- 4.9/5
- (98 jobs)
US BASED GO TO TAX EXPERT: for US individual and business tax, with over 30 years of professional tax strategy, preparation and advisory services of which the last 15 years spent in private practice. I specialize in both US individual and business tax, including expat tax, military contractor overseas, non-resident tax, foreign ownership of US business, real estate tax, sales tax, and so much more. In addition, I represent and support clients in all US States. Taxes can be daunting! Fortunately, I cut through the difficulty and provide you with best practices accurate tax preparation. From individuals to corporations I advise, prepare and file taxes, all with a common thread --all are connected to the US. Types of tax returns and assistance included: Individual tax: US Citizens, Expats, Military Contractors Overseas, Non-residents, US citizens with foreign asset or businesses, Real estate, sole proprietorship. I cover all individual forms including Form 1040 and supporting schedules, Sch-C, Form 1116, 2555, 5471, 3520, 3520a, 8938, etc. Business tax: LLC, S-Corp, C-Corp tax, Partnerships, Foreign ownership of US business, Real estate, Sales tax for all states and so much more. I cover all forms and schedules related to each type of business and all speciialty forms such as Form 5472. Previous positions: US Tax Manager Siemens Energy and Senior Auditor for KPMG (BIG 4 Firm) As a US CPA with over 30 years of experience, I specialize in US taxation to ensure you have the best tax solutions and advice possible. With 20 years as CFO, my in-depth accounting and finance knowledge allows me to provide skilled and vast insight in accounting and bookkeeping to further optimize your business needs from registration to tax filing and compliance Let's connect and get you the tax preparation and end-to-end support you deserve, freeing you to focus on achieving your business goals!

Financial Plans
Process Engineering
Business Valuation
International Taxation
Financial Modeling
Corporate Tax
Financial Management
Tax Law
Tax Preparation
$60 hourly
- 4.9/5
- (31 jobs)
I am a former U.S. military officer with extensive experience as a business owner and as an executive assistant. My superior written and verbal communication skills, coupled with a keen attention to detail, make me highly effective in fast-paced environments. My problem-solving abilities and initiative, honed during my 10 years of active duty service, allow me to excel under pressure—I'm the person you want when the computer crashes 30 minutes before a project deadline. I'll use my training to get the job done on time. I earned a BS in Mathematical Sciences and an MBA with a double emphasis in Finance and Management. I also held my Series 7 Stockbroker's license from 1998 to 2010, during which I served as an independent financial advisor for Ameriprise Financial. I provided full service financial planning and implementation to my more than 350 client groups. I am ready and eager to demonstrate that I am the right person to meet your administrative and project management needs.

Financial Plans
QuickBooks Online
Financial Management
Clerical Skills
Data Entry
Financial Analysis
Organizer
Intuit QuickBooks
Microsoft Office
$35 hourly
- 4.7/5
- (55 jobs)
Elizabeth is a fellow small business owner, a Certified Quickbooks ProAdvisor with seven+ years of experience in Quickbooks Online and 15 years experience in Project Management, Operations Management, Operations Analysis and Consultations. She can handle year end tax prep services saving you money on your taxes as well as helping you clean up your books to get everything in order for clean financials and/or tax filings! She offers day-to-day handling of your small business financials; AP, AR, Payroll, HR, project management, and any other daily functions you need help with. On the operations side she can consult and analyze your processes start to finish to help you better organize and streamline production and/or finances. When it comes to a big mess, she specialize in Forensic Accounting, conducting audits, cleaning up messy books and providing you pristine books for your business, along with daily monitoring and weekly reports on how your business is performing! With her Fractional CFO services she can handle all your forecasting and analyzing needs as a growing, thriving business on a very part-time basis, getting you exactly what you need but at a fraction of the cost of a full time salaried employee. She is meticulously organized, efficient, leads well and learns new processes quickly. Communication, honesty and transparency are key pillars she has built her career on! She aims to under-promise, over-deliver and make YOUR life and business easier so you can focus on whatever else you'd rather be focused on! She is always open to helping new clients and would love to hear from you! *Note: Pay rate depends on specific job skill needed.

Financial Plans
Real Estate Project Management Software
Financial Management
Management Consulting
Newsletter Writing
CRM Software
Salesforce
Asana
Google Docs
Project Management
Management Accounting
Bookkeeping
Payroll Accounting
Intuit QuickBooks
Accounts Payable
Accounts Receivable
$30 hourly
- 4.3/5
- (32 jobs)
To obtain challenging/new positions in the Virtual world of the internet, utilizing my education, bookkeeping/accounting experience and unique abilities as a Quickbooks Pro Advisor and in the areas of office administration; also, expanding those skills to include software development/web design and other computer-based careers to work at home.

Financial Plans
Bookkeeping
English
Data Entry
Typing
Financial Management
Intuit QuickBooks
Payroll Accounting
$500 hourly
- 4.6/5
- (16 jobs)
Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.

Financial Plans
Budget Planning
Budget
Forecasting
Construction
Cash Flow Analysis
SaaS
Nonprofit Organization
Corporate Finance
Financial Reporting
Financial Management
CPA
Financial Analysis
GAAP
Internal Control
$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
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