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.

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.

𝐘𝐨𝐮𝐫 𝐛𝐫𝐚𝐧𝐝 𝐯𝐢𝐬𝐮𝐚𝐥𝐬 𝐚𝐫𝐞 𝐨𝐟𝐭𝐞𝐧 𝐭𝐡𝐞 𝐟𝐢𝐫𝐬𝐭 𝐭𝐡𝐢𝐧𝐠 𝐩𝐞𝐨𝐩𝐥𝐞 𝐧𝐨𝐭𝐢𝐜𝐞 𝐚𝐛𝐨𝐮𝐭 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, 𝐚𝐧𝐝 𝐢𝐧 𝐭𝐨𝐝𝐚𝐲’𝐬 𝐨𝐧𝐥𝐢𝐧𝐞 𝐬𝐩𝐚𝐜𝐞, 𝐟𝐢𝐫𝐬𝐭 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐨𝐧𝐬 𝐦𝐚𝐭𝐭𝐞𝐫 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐞𝐯𝐞𝐫. If your 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐠𝐫𝐚𝐩𝐡𝐢𝐜𝐬 look inconsistent, outdated, cluttered, or unprofessional, it can affect how potential customers see your brand before they even read your content. That’s where I come in. I help businesses, entrepreneurs, personal brands, beauty brands, fashion businesses, coaches, startups, and service providers create clean, strategic, and professional Canva designs that make their online presence look polished, modern, and trustworthy. I specialize in creating visually engaging Canva content designed to help brands stand out, attract attention, improve consistency, and create a stronger connection with their audience across Instagram, Facebook, TikTok, Pinterest, LinkedIn, and other digital platforms. 𝐌𝐲 𝐠𝐨𝐚𝐥 𝐢𝐬 𝐧𝐨𝐭 𝐣𝐮𝐬𝐭 𝐭𝐨 𝐜𝐫𝐞𝐚𝐭𝐞 𝐚𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐠𝐫𝐚𝐩𝐡𝐢𝐜𝐬. I create branded visuals that help businesses look more credible, organized, premium, and memorable online. 𝐖𝐇𝐀𝐓 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 𝐖𝐈𝐓𝐇 ✔ Canva Social Media Design ✔ Instagram Post Design ✔ Instagram Carousel Design ✔ Editable Canva Templates ✔ Branded Social Media Graphics ✔ Promotional Graphics ✔ Canva Marketing Materials ✔ Social Media Branding ✔ Business Presentation Design ✔ Story Graphics & Highlight Covers ✔ Event Flyers & Promotional Posts ✔ Product Promotion Graphics ✔ Ad Creatives & Campaign Graphics ✔ Canva Brand Kits ✔ Content Templates for Businesses ✔ Pinterest Pin Design ✔ Facebook & LinkedIn Graphics ✔ Reels Covers & YouTube Thumbnails ✔ Business Banners & Cover Images ✔ Canva Presentation Slides 𝐖𝐇𝐘 𝐂𝐋𝐈𝐄𝐍𝐓𝐒 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇 𝐌𝐄 Many businesses struggle with: • inconsistent branding • low-quality graphics • poor social media presentation • lack of visual consistency • content that doesn’t match their brand identity • designs that look crowded or unprofessional • Canva templates that are difficult to edit • weak engagement caused by poor visual presentation 𝐈 𝐡𝐞𝐥𝐩 𝐬𝐨𝐥𝐯𝐞 𝐭𝐡𝐞𝐬𝐞 𝐩𝐫𝐨𝐛𝐥𝐞𝐦𝐬 𝐛𝐲 𝐜𝐫𝐞𝐚𝐭𝐢𝐧𝐠 𝐯𝐢𝐬𝐮𝐚𝐥𝐬 𝐭𝐡𝐚𝐭 𝐚𝐫𝐞: ✔ clean ✔ modern ✔ easy to understand ✔ strategically branded ✔ audience-focused ✔ professionally designed ✔ visually balanced ✔ optimized for social media platforms 𝐄𝐯𝐞𝐫𝐲 𝐩𝐫𝐨𝐣𝐞𝐜𝐭 𝐢𝐬 𝐜𝐫𝐞𝐚𝐭𝐞𝐝 𝐰𝐢𝐭𝐡 𝐚𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧 𝐭𝐨: • typography • color consistency • spacing • readability • branding alignment • audience engagement • overall visual impact 𝐌𝐘 𝐃𝐄𝐒𝐈𝐆𝐍 𝐒𝐓𝐘𝐋𝐄 My design style focuses on: • clean layouts • modern aesthetics • premium branding • strong visual consistency • minimal but engaging design • strategic typography • easy-to-read content structure • audience-friendly visuals I create Canva designs that help businesses appear more: ✔ trustworthy ✔ established ✔ organized ✔ attractive ✔ professional ✔ brand-consistent 𝐓𝐎𝐎𝐋𝐒 & 𝐏𝐋𝐀𝐓𝐅𝐎𝐑𝐌𝐒 𝐈 𝐔𝐒𝐄 • Canva • Adobe Photoshop • Adobe Illustrator 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 𝐈 𝐝𝐞𝐬𝐢𝐠𝐧 𝐟𝐨𝐫: • Instagram • Facebook • TikTok • Pinterest • LinkedIn • YouTube 𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐈𝐄𝐒 𝐈 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇 I have experience creating Canva graphics and branded content for: ✔ Beauty Brands ✔ Fashion Brands ✔ Hair Businesses ✔ Event Businesses ✔ Baby Product Brands ✔ Catering Businesses ✔ Personal Brands ✔ Coaches & Consultants ✔ Service-Based Businesses ✔ Small Businesses ✔ Startups ✔ Lifestyle Brands 𝐖𝐇𝐀𝐓 𝐌𝐀𝐊𝐄𝐒 𝐌𝐘 𝐖𝐎𝐑𝐊 𝐃𝐈𝐅𝐅𝐄𝐑𝐄𝐍𝐓 𝐈 𝐝𝐨𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐩𝐥𝐚𝐜𝐞 𝐭𝐞𝐱𝐭 𝐨𝐧 𝐠𝐫𝐚𝐩𝐡𝐢𝐜𝐬. I focus on creating Canva designs that actually support your business goals and strengthen how your brand is perceived online. That means creating: • brand-consistent visuals • engaging social media content • polished promotional materials • editable Canva systems • professional marketing graphics • organized content layouts • strategic visual branding I also understand the importance of: ✔ fast communication ✔ meeting deadlines ✔ consistency across projects ✔ attention to detail ✔ maintaining brand aesthetics ✔ creating editable and easy-to-use Canva files 𝐋𝐄𝐓’𝐒 𝐖𝐎𝐑𝐊 𝐓𝐎𝐆𝐄𝐓𝐇𝐄𝐑 If you’re looking for a 𝐂𝐚𝐧𝐯𝐚 𝐝𝐞𝐬𝐢𝐠𝐧𝐞𝐫 who can help your business create a professional, polished, and visually consistent online presence, I’d love to work with you. Whether you need social media graphics, Instagram carousels, editable Canva templates, promotional visuals, branded content systems, marketing graphics, or presentation slides, I’m here to help bring your vision to life with clean, modern, and strategic Canva designs that support your brand and help your business stand out online. Send me a message and click on invite and let’s create visuals your audience will actually notice.

Most businesses lose deals not because of bad sales, but because of bad data. Outdated contacts, messy CRMs, and unverified leads waste your team's time and kill your pipeline. I fix that, manually, accurately, and fast. 30 projects. 578 hours. 100% Job Success. Zero complaints. 🎯 I work best with: US/UK agencies, SaaS startups, eCommerce brands, and real estate investors who need clean, verified data, without babysitting a freelancer. 🔍 What I Deliver: ✅ B2B Lead Generation, Decision maker lists using LinkedIn Sales Navigator and Apollo,io ✅ LinkedIn Lead Generation, Targeted prospecting, and outreach list building ✅ Data Entry and Cleanup, Excel, Google Sheets, CRM data, deduplication, and formatting ✅ Online Research and Data Scraping, Manual research across multiple sources, fully verified ✅ CRM Management, HubSpot, and CRM software setup, updates, and organization ✅ Real Estate Virtual Assistant, Property research, lead list building, skip tracing ✅ Administrative Support, Communications, prospect list building, data annotation 🛠 Tools I Use Daily: LinkedIn Sales Navigator | Apollo,io | Hunter,io | HubSpot | Zoho CRM | Google Sheets | Excel | FastPeopleSearch | TruePeopleSearch 🔒 My Guarantee: Not satisfied with the quality? I'll redo it. No arguments. No excuses. ⚡ I respond within 20 minutes, because your time matters. No bots. No scraped data. No shortcuts. 100% manual & verified. 📩 Message me now, your pipeline won't fix itself.