Hire the best Financial Projections Freelancers in Texas

Check out Financial Projections Freelancers in Texas with the skills you need for your next job.
Clients rate Financial Projections professionals
Rating is 4.9 out of 5.
4.9/5
based on 143 client reviews
  • $200 hourly
    Focus on your business, leave finances to the experts. Your financial expertise on-demand - so you don’t waste time with spreadsheets. 🏆 17 years of experience in the financial sector holding investment banking and corporate lending positions at internationally recognized banking institutions including UniCredit and Societe Generale 🏆CFA Charterholder since 2013 I can help with the following: ✅ Financial Forecasting ✅ Financial Modeling ✅ Budgeting ✅ Cleaning up Historical Accounting ✅ Preparing for a Strategic Transaction ✅ Raising Capital (Debt/Equity) ✅ Resolving Cash Flow Challenges What my clients say about me: ★ Leveraging Stan's service has been much more cost-effective than hiring a full-time CFO would have been. We only pay for what we need, when we need it, without having to worry about the overhead costs of hiring a full-time employee ★ I can confidently say that partnering with Stan has been a game-changer for our business. His ability to provide us with a clear financial picture, along with his professional guidance, has led to better management decisions I possess extensive expertise across various sectors: • Consumer goods • E-commerce • SaaS • Fintech • Financial Institutions • Oil&Gas • Semiconductors • Car Dealers Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner
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    FinTech
    Investment Research
    Mergers & Acquisitions
    Investment Banking
    Fundraising
    Management Accounting
    Management Consulting
    Corporate Finance
    Financial Consulting
    Financial Analysis & Valuation
    Financial Reporting
    Microsoft Excel
    Presentations
    Financial Projection
    Financial Modeling
  • $125 hourly
    Having founded four private equity funds and thirteen startups, I have been on both sides of the equation - asking for, and setting the terms of, an early stage investment. I founded, Chaired, and served as CEO for thirteen startups, (three are listed on NASDAQ). I also served on twenty-three private and public boards. As a fund managing partner, seventy-two companies received more than $350 million in first and second round funding returning more than seven times the original investment. I have the experience and knowledge to help you create a unique business plan, calculate your current and future valuation, optimize your strategic objectives, implement required Key Performance Indicators, install the appropriate level of governance, and/or perform a balanced score card assessment. Most importantly, I can maximize the impact your business proposal will have on any investor audience from a private investor to partnering institutional funds.
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    Sales
    Financial Projection
    Business Services
    Business Planning & Strategy
    Business Consulting
    Executive Coaching
    Business Coaching
    Startup Consulting
    Business Development
    Financial Analysis
    Business Analysis
    Business Plan
    Business Modeling
  • $125 hourly
    Welcome! I specialize in helping managers overcome their business challenges with creative solutions that I develop with Microsoft Excel and Visual Basic. In a career working internationally as an accountant and business analyst for S&P 500 companies, I have practiced my skills in a variety of disciplines, from Accounting & Reporting to Financial Planning; from Taxation to Compliance; and from Enterprise Resource Planning (ERP) implementation to Business Process Improvement. I am motivated to see my clients operate more efficiently and to make better decisions faster. Please see my service offerings below, view my video, and check-out some of my models in the Portfolio section of my profile. I am very personable and want to learn how I can be of assistance to you! ◊ Service Offerings ◊ Financial Modeling: • Integrated/Three Statements Enterprise Planning • Capitalization Table • Taxation • Reporting • Debt Management • Personal Finance Valuation: • Monte Carlo Simulation • Discounted Cash Flow Analysis • Abnormal Earnings/Residual Income Management & Decision-making Tools: • Business Process Automation • Pricing • Form Automation • Dashboards & Performance Measurement • Data Visualization • Optimization • Decision Tree • Scheduling
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    Financial Planning
    Corporate Finance
    Business Analysis
    Venture Capital Consulting
    Company Valuation
    Financial Reporting
    Financial Modeling
    Visual Basic
    Business Valuation
    Financial Analysis
    Data Visualization
    Cash Flow Analysis
    Financial Projection
    Microsoft Excel
  • $75 hourly
    With 15 years of experience as an operator and financial strategist, I've leveraged my hands on experience overseeing diversified portfolios with holdings in real estate, technology, infrastructure, agriculture, and energy. My comprehensive international experience extends to successful investments in Northern Europe and Switzerland, with additional financial consulting engagements in the Baltics and Rwanda. In my dual role as an operator and financial director, I've implemented cross functional management systems, designed value creation strategies, and driven two successful exits. With a passion for education and working with leadership, I've built transferrable processes, models, and skillsets adopted by both early stage start up founders as well as seasoned c-suite teams.
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    Business Consulting
    Corporate Strategy
    Sales Presentation
    Marketing Presentation
    Business Operations
    Financial Projection
    Operational Plan
    Strategic Planning
    Due Diligence
    Executive Coaching
    Financial Analysis & Valuation
    Investment Preparation
    Financial Modeling
    Business Proposal Writing
    Business Valuation
    Business Plan
  • $95 hourly
    With over 30 years experience in business consulting, I can help alot with growing and supporting your business. And we can also schedule a FREE CONSULTATION to discuss your project and goals. (I also can provide a FLAT RATE quote for your project as well.) I support many Fortune 500 companies as well as many small businesses throughout the U.S. in areas of: -- Finance, Accounting, & Taxes -- Operations and streamlining processes -- Business development and growth strategies -- Sales training and recommendations (& increased conversions) I am a strategic problem solver and have much experience in finding areas that make the most impact with the least amount of cost involved. Some small examples of how I can help are: FINANCIAL • Manual to computerized accounting & ERP systems • Monthly/Quarterly Financial Analysis, Review, and Recommendations • Cash Flow Forecasting, analysis and recommendations • Financial Forecast including assumptions and easy-to-change parameters • Create, manage, implement budgets and budget-vs-actual reporting • Implement, train, manage accounting and financial processes and reporting • Recommend/implement business growth and revenue strategies • Recommend/implement increased profit margin and decreased G&A costs strategies • Maximize existing I.T. infrastructure • Train/Support other financial support staff • Create more automated process like onboarding customers or employees MANAGEMENT ADVISORY & SUPPORT • Business Development and Growth Strategies • Financial review, analysis, and improvements • Analyze/Optimize Business Operations, including automation, maximizing IT infrastructure, and streamlining operations • Monthly or Quarterly Financial Review meetings • How to use QB as a management tool, instead of a check register and P&L creator • Improve efficiencies and productivity • Scaling & Growing • Sales, Sales Training, Sales Cycle, Automation, Increased Conversions • Cost Buildup & Price Point Analysis • Due diligence review for M&A (buying or selling a business) • Documenting policies & procedures, including video training modules • Risk Reduction & Internal Controls • General business advisory “partner” to bounce off ideas and brainstorm • Start-up assistance and mentorship • Business turnaround for distressed or unprofitable businesses • Start working with the U.S. Government (GSA and DCAA) plus annual compliance/reporting & DS-1 ACCOUNTING: • Streamline operations for accouting and financial reporting • Reconcile accounts (bank, credit card, merchant, G/L) • Setup QB and other accounting systems • Calculating inventory/COGS • Prepare Income Taxes, Sales Taxes, Payroll Taxes, Excise Taxes • Forensic accounting • Internal audit preparation & support • Implement Onboarding Process of new employees, including mobile and online training programs QUICKBOOKS • Streamline QB Processes • Re-structure or setup Quickbooks settings (Chart of Accounts, Classes, Items, etc) • Clean up or re-build Quickbooks transactions • Prepare Financial statements • Setup Quickbooks, QB payroll, and Job Costing • Processing A/P and A/R • Payroll (Process payroll, payroll tax payments, and payroll tax returns, including W-2s) My rate is flexible based on your project.
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    App Development
    Automated Workflow
    Process Improvement
    Certified Tax Preparer
    Sales Optimization
    Business Process Management Software
    Sales Operations
    Financial Reporting
    Corporate Tax
    Customer Onboarding
    Accounting Principles & Practices
    Business Process Automation
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Technical Accounting
    Internal Control
    Financial Projection
  • $65 hourly
    ☑️ Master-Degree Educated ☑️ Big-Bank Trained ☑️ 10+ Year Experienced Part Time CFO and Management Consultant, specialized in helping Small Enterprises and Startups improve their Strategy, Operations, and Financial Analysis. ✉️ Hyper Responsive | 💲Willing to Work with Tight Budgets | ⌚ Available Sun. - Thu. I've helped founders develop businesses ranging from private equity-funded SaaS companies, graphic design studios, medical supply distributors, social media management agencies, to specialized consultancies. My comprehensive approach is "strategy first" to ensure that my client's have a path forward that informs all other financial, operational, and regulatory work they need. Here Are Some Services I Provide: - Financial Management Advising - Financial Statement Creation - Profitability & Cash Flow Analysis - Projections/Forecasting & Financial Modeling - DCF Financial Analysis - Business Strategy Development & Mapping - Technology Implementation - Industry and Competitor Analysis - Regulatory Compliance Research & Advising DISCLAIMER: I cannot provide legal advice or act as a legal representative or counsel as part of regulatory compliance work
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    Forecasting
    Business Research
    Startup Consulting
    Financial Statement
    Business Strategy
    Business Plan
    Pro Forma Statement
    Financial Projection
    Financial Analysis
    Financial Planning
    Financial Reporting
    Financial Modeling
    Cash Flow Analysis
    Industry Research
    Finance & Accounting
  • $40 hourly
    Thank you for considering me for your next Real Estate Development. Whether you need an existing model reviewed or evaluated or need a complete model built, or have an MS Excel issue, I am the freelancer you need. What I can bring to your next development: • Extensive work experience in multiple areas of Real Estate Development • Expert understanding of financial modeling • Expertise in MS Excel, Word, PowerPoint, and Project • Ability to collaborate with you to get you the model you need quickly and accurately • 24/7 reliable communication. I will keep you up to date on the project status • A team member that wants your development to succeed as much as you do! Why you should choose me over others • I focus on providing you value and earning your trust • Over-Delivering, my focus is on giving you more than you are expecting. • Easy to understand models. I build models that anyone can understand. • Responsiveness. I strive to keep lines of communication open until you are satisfied with the product • Quality, I want you to have a product you are proud to use and show off. • Value, I want you to feel as though you got more than what you paid for and are extremely satisfied! About Me: I have over 20 years of experience in real estate development and construction. I have constructed well over 100MM in real estate developments. My experience spans the spectrum of development types. My experience includes but is not limited to; Single-family, Multi-family, Self-Storage, Retail & office, and even Hotel/condo models. I own and operate my own development company specializing in Multifamily, specifically Low-income housing tax credits (LIHTC). I have also worked in every aspect of the Construction and development process. My roles have included Project Manager, development analyst, market analyst, underwriter, and owner. Again, thank you for considering me. I look forward to being part of your next development team! Best Regards, Chaz G.
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    Real Estate Financial Model
    Microsoft Excel PowerPivot
    Microsoft PowerPoint
    Financial Projection
    Real Estate Financial Modeling
    Pro Forma Statement
    Modeling
    Underwriting
    Pitchbook
    Real Estate Acquisition
    Real Estate
    Data Modeling
    Microsoft Excel
    Presentations
  • $95 hourly
    I'm a former VP of Goldman Sachs and have over 15 years of commercial real estate experience. Over the course of my career I have successfully underwritten in excess of $6 billion in transactions across all asset classes and specialize in multifamily. I create custom real estate models and have competitively priced stock models for sale (reducing cost and time). I also create real estate pitch decks / OMs (single asset and portfolio) and capital raising pitch decks (programatic JV, private equity) for multifamily, office, industrial, retail and self-storage.
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    Graphic Design
    Presentation Design
    Financial Modeling
    Real Estate Investment Assistance
    Fundraising Presentation
    Financial Projection
    Business Plan
    Real Estate Financial Modeling
    Business Planning & Strategy
    Pitch Deck
    Microsoft Excel
    Fundraising
    Financial Analysis
    Real Estate
    Valuation
  • $125 hourly
    I am currently the Founder and CEO of CFO Family, LLC, a global wealth technology platform delivering the most comprehensive and interactive views of total net worth to wealth owners and their advisors. In 2017 I created Aquifer Resources, LLC and held the title of CEO. Aquifer Resources was formed to supply water for drilling and fracking projects in West Texas until it was sold in 2020. I began my career in the Financial Industry in 1997 and previously owned Arrow Private Wealth, LLC, a multi-family office. Arrow Private Wealth was formed after spending 13 years with LD Lowe Wealth Advisory where through the years I filled the roles of Chief Executive Officer, Chief Operations Officer, and Chief Compliance Officer. I attended the University of Arkansas and earned a Bachelor's Degree in Financial Management. I currently sit on the Dean's Alumni Advisory Council for the Walton School of Business at the University of Arkansas.
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    Financial Projection
    Private Equity
    Business Valuation
    Management Skills
    Project Management Professional
    Financial Consulting
    Venture Capital Consulting
    Financial Reporting
    Financial Plan
    Financial Planning
    Financial Management
    Business Analysis
    Financial Analysis
    Business Plan
  • $100 hourly
    ✅ EXPERIENCED, PROFESSIONAL, and RESPONSIVE Finance Professional, specializing in All things Corporate Finance, Forecasting, Excel modeling, Real Estate Analysis and Underwriting. With over 6 years experience under my belt, at both large institutions and boutique firms, I am a qualified contractor for your project - understanding the position of both Large and Smaller clients. I have a passion for numbers and can help you with financial modelling, forecasting and analytics. I can offer you: -Financial Modelling -Budgeting/Forecasting -Real Estate Underwriting -Financial Analysis, KPIs and Dashboards -and much more! -All work is completed by me -Providing quality wok and clear communication is important to me I look forward to working with you!
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    Cash Flow Analysis
    Forecasting
    Real Estate
    Financial Analysis
    Microsoft Excel
    Financial Planning
    Underwriting
    Financial Report
    Financial Modeling
    Valuation
    Mergers & Acquisitions
    Financial Projection
    Investment Banking
    Private Equity
    Pro Forma Statement
  • $75 hourly
    Beginning my career in one of the international accounting firms, my drive and ambition has matured into a more holistic approach to career success, which includes doing my best to make a difference in the lives of my clients. *Certified public accountant (CPA) *Chartered Global Management Accountant (CGMA) *QuickBooks ProAdvisor UPWORK ACCOMPLISHMENTS Using Upwork to springboard into long-term working relationships with new clients, I have successfully contributed the following results: *Streamlined client’s staff time reporting processes by implementing QuickBooks Time tracking, significantly reducing their time administration by 75% and increasing cash flow from customer invoicing by approximately 18%. *Supported a professional service firm to grow into their next step by evaluating their financial operations and improving internal processes by transitioning to QuickBooks Online Advanced. *Designed quarterly management reports via client's QuickBooks accounting platform, and monthly Key Performance Indicators (KPI) tracking via the Fathom reporting platform.
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    Financial Analysis
    Microsoft PowerPoint
    Financial Statement
    CPA
    Financial Accounting
    Intuit QuickBooks
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
    Month-End Close Assistance
    Financial Projection
    Microsoft Excel
    GAAP
  • $80 hourly
    With over 30 years of experience as an electrical engineer, technology consultant, and business consultant, I bring a wealth of expertise and a proven track record in driving business success across diverse industries. Throughout my career, I have excelled in telecommunications, information technology, power generation, clean energy, water treatment, and startup management, both in the US and Latin America. My strengths lie in business planning, technology validation, product definition, revenue modeling, financial forecasting, company valuation, and investor relations. I have successfully guided numerous entrepreneurs in transforming their ideas into thriving businesses. By conducting thorough market analyses, defining value propositions, and formulating strategic revenue models, I enable businesses to secure sustainable growth and profitability. I excel in assessing capital costs, optimizing operational expenditures, and developing robust investment strategies to enhance company valuation and attract potential partners. My comprehensive background in engineering design, testing, product development, and technology deployment allows me to bridge the gap between innovative concepts and practical implementation. With a passion for helping entrepreneurs succeed, I offer tailored consulting services that encompass all aspects of business development. From business idea and product definition to market analysis, customer acquisition, financial planning, team building, and investor relations, I provide the guidance needed to build a solid foundation for growth.
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    Investment Preparation
    Model Validation
    Business Cases
    Product Development
    Asset Management
    PV System Design
    Water Treatment Engineering
    Telecommunications Engineering
    Financial Projection
    Business Planning & Strategy
    Spanish
    Technical Project Management
    Tech & IT
    Business Consulting
    Technology Tutoring
  • $110 hourly
    ⭐️⭐️⭐️⭐️⭐️ Over 20 years of experience as a CFO, Fundraiser, and Business Consultant with 15 years in Senior Finance roles at multiple companies. Fintech pioneer with the founding of EquityNet.com in 2005, a SaaS-based crowdfunding marketplace with five patents, 20,000 investors, and over $600 million in business funding facilitated. Demonstrated history of successfully advising small to medium-sized businesses, including the assistance of 200+ businesses in many industry sectors. Consulting has entailed a wide range of assistance from business strategy and capital raising to financial modeling and accounting to fractional CFO and controller roles.
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    Strategic Planning
    Investment Strategy
    Financial Report
    Financial Projection
    Business Plan
    Business Consulting
    Startup Consulting
    Management Consulting
    Fundraising
    Crowdfunding
    Financial Management
    Financial Planning
    Financial Modeling
    Financial Analysis & Valuation
    Finance & Accounting
  • $110 hourly
    Please visit website with link to full resume. (Links not allowed here by Upwork.) Career highlights: • Institutional and Private Clients • Wide International and Intercultural Experience • Long and Short-Term Investment, Financing, Start-ups, Clean and Renewable Energy • Short / Long-Term Engagements • Interim Senior Management Roles (CEO) Business Plans, Writing Assignments, Pitch Decks, Financial Modelling
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    Contract Law
    Financial Analysis
    Business Proposal Writing
    Document Review
    Real Estate Investment Assistance
    Business Strategy
    Venture Capital Consulting
    Financial Modeling
    Technical Writing
    Business Plan
    Editing & Proofreading
    Financial Projection
  • $85 hourly
    I am a finance professional with an MBA in Finance and an Excel expert. I am comfortable using advanced financial formulas in Excel along with Macros, Power Query and Power Pivot. I have worked as a Financial Reporting Specialist for a Global Logistics company where I prepared financial reports for executive management; Some reports included 3 Statement models, Budget vs. Actuals and AR/AP Analysis. I have experience using Microsoft Power BI to build KPI dashboards for financial and data analysis. Please see my Data Visualization profile for specific rates and details. I build financial models as well such as Financial Projection Models, Monthly Cash Flow Forecasts, and DCF Valuation models. Please see my Financial Analysis & Modeling profile for specific rates and details. I use my critical thinking, educational background and attention to detail to solve problems in financial analysis & modeling. I provide financial tools to help you run your business at optimum efficiency. Allow me to handle the financial planning & analysis so you can focus on what you do best to grow your business.
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    Financial Reporting
    Private Equity
    Corporate Finance
    Forecasting
    Data Visualization
    Dashboard
    Financial Modeling
    Financial Projection
    Pro Forma Statement
    Microsoft Power BI
    Microsoft Excel
    Financial Analysis
  • $200 hourly
    We help e-Commerce founders with outsourced CFO, bookkeeping, accounting and financial operations services. Do you own an e-commerce brand that generates between $1M and $20M in annual revenue? Each month, our clients sell 50,000+ SKUs in industries across every major e-Commerce channel including Shopify, Amazon, Walmart.com, Etsy, Wholesale, and Retail in the US and abroad We see the same paint points over and over: ❌ You have important decisions to make but are lacking financial support with the deep knowledge of e-Commerce? ❌ You’re spending too much time paying bills and managing the books, and not enough time on new products and marketing ❌ You’re not sure if you’re profitable, or if you have enough cash. My name is Sam Hill, and I’m the founder of Ecom CFO. We are a top-rated outsourced CFO and Financial Services firm who help free founders like you, from the pains that we so often see in e-Commerce. Our passion lies in helping business owners find actionable solutions to these problems. Our process, tools, and team maximizes your company’s financial performance and allows you the peace of mind to focus on strategic priorities. What we will deliver: ✅ Actionable answers to key financial questions by having an expert financial partner. ✅ Acquisition and investor grade books. ✅ Customized models and dashboards to your business needs that you can actually understand and make decisions on. ✅ Peace of mind that you have partnered with a team of e-commerce experts that want you to succeed. Please check out our portfolio to see more case studies, and each of our services broken down into actionable steps. For example, we met with a new client at the end of 2021 and after a budget analysis and projection outline, were able to save this company $300k for this upcoming year! If you want to know more about how exactly our expert team can help you scale your e-Commerce business, then just invite me to your job. I look forward to speaking with you!
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    Shopify
    Amazon Plugin
    Business Consulting
    Financial Analysis
    Financial Modeling
    Management Consulting
    GAAP
    Income Statement
    Microsoft Excel
    Financial Projection
  • $90 hourly
    *Experienced in working for remote clients with dispersed teams. *More than 30 years experience in real estate development, debt and equity finance and operations spanning retail, multifamily, residential, office and hospitality and encompassing more than 15M SF. *Licensed CPA (retired status) and Real Estate Broker. *Expertise in financial modeling and business plans for projects and operating entities. *Due diligence for projects. *Financial and operational restructuring. *Asset management and portfolio analysis. *Aquisitions and dispositions.
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    Financial Analysis
    Forecasting
    Real Estate Acquisition
    Due Diligence
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Real Estate
    Bankruptcy
    Asset Management
    Financial Projection
  • $30 hourly
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    Strategy
    Project Planning
    Budget Planning
    Business
    Freelance Marketing
    Financial Projection
    Marketing Strategy
  • $50 hourly
    With over 10 years of experience in operational excellence & financial planning and FP&A, I specialize in helping businesses make data-driven decisions that improve profitability and efficiency. My background mainly includes start-ups and healthcare businesses (facilities, medical device companies, healthcare tech/services, etc.) and companies of all sizes, providing financial forecasting, budgeting, and advanced financial modeling to support executive leadership and drive strategic initiatives. What I Offer: Comprehensive financial planning: Annual budgeting, rolling forecasts, and scenario analysis. Advanced financial modeling: Building robust models to analyze potential outcomes and assist in decision-making. Performance analysis: KPI tracking, variance analysis, and actionable insights to improve financial performance. Business partnering: Collaborating with key stakeholders to ensure alignment of financial strategies with business goals. Expertise in tools: Proficient in Excel, financial software (e.g., QuickBooks, NetSuite), and data visualization platforms like Power BI.
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    Medical Device
    Excel Formula
    Financial Projection
    Financial Modeling
    Financial Analysis & Valuation
    Business Planning & Strategy
    Operations Analytics
    Analytics Dashboard
    Business Development
    Strategic Planning
    Microsoft PowerPoint
    Microsoft Excel
    Database Management
    Database
    Business Management
  • $20 hourly
    I'm a Senior Business Analyst with a proven track record in Microsoft Excel modeling and interactive dashboard development. Whether you're looking for help building dynamic and easy to maintain Excel models, I'm ready to leverage my expertise in data analysis, visualization, to help you drive informed decision-making and enhance organizational performance. I have an abundance of experience creating board level presentations, and am happy to lend a hand where I can! -Strong background in Finance, Marketing, and General Business Analytics -Knows Microsoft Excel, Microsoft Powerpoint, Workday OfficeConnect, and SmartSheet -Experience creating dynamic backup files to yield exquisite board level presentations
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    Analytics
    Excel Formula
    Financial Projection
    Financial Analysis & Valuation
    Financial Analysis
    Analytics Dashboard
    Smartsheet
    Office 365
    Modeling
    Information Analysis
    Financial Planning
    Data Analytics
    Microsoft Excel
    Analytical Presentation
    Data Analysis
  • $99 hourly
    Hello! I'm here to transform your ambitious business goals into actionable financial strategies. Over the past three years, my team and I have specialized in providing high-impact fractional CFO services to CPG brands, multi-location restaurants, marketing agencies, and various service-based industries. We're committed to guiding companies with revenues north of $3M through the complexities of financial management and strategic planning. What We Offer: 🌟 Clear Financial Direction: Mapping out financial pathways that align with your business objectives. 🌟 Strategic Insights: Analyzing the impact of your business decisions to steer company direction. 🌟 Financial Modeling: Building robust models to predict and enhance your financial health. 🌟 Projections: Crafting detailed forecasts to prepare for future business scenarios. 🌟 Short-Term Cash Flow Forecasting: Ensuring you have the liquidity to meet business needs. Industries We Serve: 🚀 Consumer Packaged Goods (CPG) 🚀 Multi-Location Restaurants 🚀 Marketing Agencies 🚀 Professional Service Firms What is a Fractional CFO? A fractional CFO acts as your strategic partner, directing your financial operations towards achieving your company's goals. Whether you're building a finance department from scratch or optimizing an existing one, we're here to establish and refine financial processes that enhance your decision-making capabilities based on solid data analysis. Ready to Achieve Your Financial Goals? Let's connect and discuss how I can bring clarity and foresight to your business finances. Together, we'll pave the way for sustained growth and profitability. A few testimonials: 👉“Hunter Scott and his team have been revolutionary in helping our company move to a solid financial footing.” -Bill Adams 👉“Amazing service and extremely knowledgeable. They helped steer or business in the right direction and give us a peace of mind about our business financials” - Randy Sheridan 👉“Our start-up began working with Strata Cloud Accountants back in 2019. DeEtte and her team have always been professional, supportive, and patient with all of our questions as we navigated growth and fundraising. We are forever grateful for all their hard work and partnership.” - Nicole Cox
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    Financial Reporting
    Finance & Accounting
    Financial Projection
    Financial Plan
    Financial Analysis & Valuation
    Financial Analysis
    Financial Statements Preparation
    Financial Statement
    Financial Report
    Financial Model
    QuickBooks Online
    Financial Accounting
    Financial Consulting
    Financial Modeling
    Financial Management
  • $25 hourly
    Hi, my name is Afeez, and I've spent the last 10 years working as a Business and Financial Analyst for both large and smaller corporations, and as an entrepreneur. Throughout my career, I have worked in different sectors and I hold an MBA in Finance, and a Ph.D. in Business Administration. I've guided 1,000+ companies to financial success, managing funding from $20k to $50M. I love to help people and to make them look their best. I prepare business plans, business proposals, pitch decks, and financial forecasts specifically tailored to attract investors, banks, landlords, secure an economic development grant, secure an SBA loans (e.g., 7(a) loan, Microloan, 504 loan, Express loan, CAPLine loan, and International Trade Loan.), obtain a visa, or strategically pave the path to success. Further, my business plans are also tailored for your specific audience. Whether you are a start-up, concept-based company, or an established corporation, I can design the right business plan specific to your needs. I’ve written over 1,000 business plans for different organizations across the globe, in the field that includes Trusts & Estates▬Taxi & Limousine Services▬Management Consulting▬Hair & Nail Salons▬Real Estate & Brokerage▬Personal Trainers▬Janitorial Servives▬Performers & Creative Artists▬Cannabis▬Digital Marketing▬SaaS▬E-commerce▬Childcare▬Mobile Apps, Events▬Video Games▬Restaurants▬Coffee Shops▬Bakery▬Vending Machines▬Ghost Kitchens▬Wine Store▬Convenience Store▬Laundry▬Non-profit▬Residential Care Facility▬Domiciliary Care▬Recovery Homes▬Boutique▬Clothing▬Fashion▬Beautician & Cosmetic▬Esport Platform▬ Ride e-hailing App▬Trailers Rentals/Cars Rentals/Cars Detailing▬Trucking▬Debris Removal▬Sports Bar▬Automotive▬Cold Storage▬Security Services▬Transportation and Logistics▬Pharmacy▬Alcohol ink paint▬Poultry▬Construction▬Secure Data Destruction Solutions▬Medical spa▬Amusement & Trampoline Park▬Camping Ground▬Amazon FBM/FBA▬Jewelry▬Moving & Delivery▬Appliances Retail Store▬Self-storage▬RV and Boat Storage▬Rage/Anger Room▬Swimming Lesson▬Auto Retail Marketplace▬DIY micro-dotting kit▬Health & Medical▬Music School▬Music & Entertainment▬IoT▬Home automation▬Dumpster Rental▬Pet Care▬Outdoor Lighting Installation▬Fish tank/aquarium Maintenance▬Surfboard▬Bin/Pallet Store▬Mechanical Services▬NFT Platform▬Coworking Space▬Recycling▬BPO Solutions▬Online Marketplace▬ Travel & Hospitality▬Airbnb▬Electric Vehicle Shop▬Liquor Store▬Carpet & Tile cleaning▬Dog daycare and boarding▬Crypto currency & mining▬CRAFT STORE▬Interior Design▬Drylining▬Valet Trash Service▬Home Fragrance▬Scented Candles▬Dental Boutique▬Driving School▬Online-based therapy/Online Telehealth▬Charter Airline▬Airline Operation▬Agro-processing▬Tire shop▬Tyre Recycling Plant▬General Dentistry▬Digital Receipts▬Perfume Store▬Medical Billing▬Exterior Cleaning & Pressure Washing▬Nightlife/bottle Service▬Electric Charging Station▬Online Blogging Website▬Golf Brand▬Electronic Repair▬Fitness Club▬Gym▬Fleet Management▬Alcohol – vodka▬Dating App▬Used Car Sales▬Healthcare Agency▬Yachts for tender and resale▬Audio Book Platform▬Home Inspections▬Adhesive Bandages▬Herbal and spiritual tools shop▬Yoga & Dance Studio▬Parking lot/Road line striper▬Fine Artworks▬Staffing Agency▬Tattoo Studio▬Love hotel▬Fiction Publishing▬Export/Import▬Dairy milk▬Elevator Maintenance▬Solar panel▬Crepes & Panins Bar▬Printing▬Penny Auction Website▬Locksmiths▬CPR Training▬Towing▬Photography▬Fintech▬Smoke shop▬Granite Quarry▬Roofing▬Lawn Care▬Aerospace Engineering▬Notary & DNA Services▬Water Delivery▬ Bee farm & Gardens▬Senior Retirement Resort, and many more. Let me help you like I’ve helped over 1,000 companies to Succeed! With my extensive and hands-on experience, I am confident in delivering a thoroughly researched and professionally written business plan that reflects your vision and supports your goals. My complete business plan includes: ▬Executive Summary ▬Business goals and objectives ▬Mission and Vision Statement ▬Core Values ▬Key to Success ▬Company Description ▬Company Management ▬Product & Services ▬Business Model Canvas ▬Marketing Plan ▬Sales Strategy ▬Pricing Strategy ▬Target Market ▬Competition Analysis ▬Market Analysis ▬Market Research ▬SWOT Analysis ▬Important Charts and Graphs My complete financial plan will include: ▬Use of Funds ▬Startup Analysis ▬5 Years Profit & Loss ▬5 Years Cash Flow ▬5 Years Balance Sheet ▬5 Years Sales Forecast ▬Breakeven Analysis ▬Loan Amortization ▬ROI ▬NPV ▬DCF Valuation ▬Graphs & Charts I provide enough revisions to clients so that it is exactly to their specifications. Each of my Business Plans is bespoke and hand-written from scratch. And is specific to your company and niche. Hire me today to get a great business plan for your business that could help you get approved for the required funds. To get started, please place an order or message me to discuss your project requirements. Talk soon, Afeez A.
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    Business Plan Writing
    Business Development
    Financial Statements Preparation
    Grant Writing
    Data Analysis
    Market Research
    Microsoft Excel
    PowerPoint Presentation
    Financial Model
    Financial Analysis
    Financial Projection
    Pitch Deck
    Business Proposal
    Financial Plan
    Business Plan
  • $225 hourly
    Let's chat and explore if we can possibly be helpful: We have experience: 1) Turning around businesses 2) Building stronger cash flows 3) Increasing profitability and efficiency
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    Financial Report
    Financial Software
    Financial Analysis & Valuation
    Financial Projection
    Financial Presentation
    Financial Policies & Procedures
    Financial Plan
    Financial Reporting
    Financial Risk
    Financial Modeling
    Financial Statement
    Financial Management
    Financial Consulting
    Financial Analysis
    Financial Planning
  • $140 hourly
    I provide rapidly growing businesses with financial clarity and an action plan to increase profitability. Are you:  Generating revenue but struggling to understand your true profitability?  Looking for support with cash flow management and forecasting?  Needing accurate and up-to-date monthly financials?  Ready to benefit from expert financial management, clarity, and guidance? With over 20 years of experience working with public and private companies, I’ve helped organizations tackle challenges such as:  Cash Flow Management  Forecasting  Financial Reporting  Financial Strategy  Accounting I specialize in uncovering your true financial position and delivering clear, actionable insights to help you grow and drive profits for your business. Areas of Expertise • Working Capital Management: *13-week cash forecasting * Line of Credit management *Credit Management *Invoicing and Collections management *Order to cash optimization *Treasury administration *Banking relationship management • Financial Planning: *Budgets *Forecasting *Financial metrices * KPIs *Variance Analysis • US GAAP & IFRS Accounting: *Full cycle accounting and bookkeeping * Month-end/ Year End Close *606 Revenue accounting *Lease Accounting * Multi-entity accounting *International Accounting *Statutory Compliance *Audits *Intercompany Consolidations • Legal Entity Restructures: *Mergers & Acquisitions *Dissolutions * post-acquisition System integrations *Due Diligence • Shared Services Operations: Accounts Payables *Accounts Receivables *Sales Commissions *Credit Management *Deal Structure Review *Accounting • Sales Taxes: *Value Added Tax (VAT), *Goods and Sales Tax (GST), * Sales Tax compliance. • System implementation: *Financial system implementation *Data migration *System upgrades *AR system implementation • Financial Reporting: *Income statements (P&L) *Balance Sheet *Cash Flow Statements *Equity Roll forward *Non-GAAP Management Reports *SEC Reporting *Board of Director reporting *Monthly Financial Packages
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    GAAP
    Financial Projection
    Business Planning & Strategy
    Financial Analysis
    Financial Planning
    Financial Reporting
    Cash Flow Modeling
    Forecasting
    Budget
    Financial Statements Preparation
    Financial Accounting
    Month-End Close Assistance
    International Accounting Standards
    Bookkeeping
    CPA
  • $55 hourly
    Detail-Oriented Bookkeeper | Proficient in QuickBooks and Financial Analysis | Dedicated to Accuracy and Efficiency Experienced bookkeeper with a meticulous approach to financial management. Proficient in leveraging tools like QuickBooks and Excel for precise data entry, reconciliations, and financial reporting. Adept at maintaining confidentiality while ensuring the accuracy and efficiency of financial records. Committed to delivering high-quality bookkeeping services to support clients in achieving their financial goals. * Bookkeeping Software: Proficient in QuickBooks Online. * Financial Analysis: Skilled in analyzing financial data to provide insights and support informed decision-making. * Data Entry: Accurate and efficient data entry for maintaining precise financial records. * Reconciliation: Expertise in reconciling bank statements, accounts payable, and accounts receivable. * Reporting: Able to generate comprehensive financial reports, including balance sheets and income statements. * Attention to Detail: Meticulous in ensuring data accuracy and maintaining a high level of precision in all financial tasks. * Organization: Highly organized with the ability to manage and prioritize multiple tasks effectively. * Communication: Strong communication skills to collaborate with clients and explain financial information clearly. * Time Management: Efficient time management to meet deadlines and deliver results promptly. * Confidentiality: Committed to maintaining the confidentiality and security of financial information. QuickBooks Certification: 2023-2024 Intuit QuickBooks ProAdvisor: 2025 Education: * Virtual Bookkeeping Certification [Bookkeep Anywhere], [2023] * Online Course: Quickbooks Online Certification [Intuit 2023-2025] Demonstrates specialized knowledge in QuickBooks, particularly helpful for small business clients.
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    Accounts Receivable Management
    Intuit QuickBooks
    Bank Statement
    Chart of Accounts
    Bank Reconciliation
    Accounts Payable Management
    Financial Projection
    Financial Reporting
    Cash Flow Analysis
    Financial Statements Preparation
    Sales Tax
    Account Reconciliation
    Financial Analysis
    Bookkeeping
  • $125 hourly
    I am a financial professional specializing in financial modeling, transaction support, and fractional CFO projects. I come from an operational finance background, but have more recently also worked on projects for M&A and capital fundraising, and feel that my earlier career helps me build better financial tools, ask the right questions/quickly evaluate what the most important metrics are to any unique situation, and generally provide more robust products than I might otherwise without it. Whatever the nature of your project, my aim is to give you not only the best answers, but the best tools to either support those answers or support your use of them in the future. • 18 years of overall financial experience, primarily in corporate finance • 5 years experience as a financial consultant building financial models and operational evaluations, assisting with M&A/Fundraising transactions, and as a fractional CFO/Head of Finance • Fundraising projects over $150MM to-date • M&A projects over $350MM to-date • Worked for directly or indirectly advised over 20 start-ups to-date • Industries worked on include: Food & Beverage, FMCG (non-F&B), Insurance/Financial, SaaS (for various industries), Logistics, Real Estate, Health & Fitness, Clothing/Retail (physical & e-commerce), and others • Company sizes ranging from pre-revenue, founder-only start-ups to largest public companies in the world (Amazon, Pepsico, etc.) • Proficient in constructing or refining: 3-Statement Financial Models (both operating and reporting focused), DCF/IRR, SaaS/Recurring Revenue/Subscription Models, Consolidation/Roll-Up Models, Pro Formas, Budgeting/Forecasting Models, and M&A Models
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    Financial Software
    Budgeting & Forecasting Software
    Budget Planning
    Project Finance
    Corporate Finance
    Financial Statement
    Financial Reporting
    Financial Projection
    Financial Management
    Financial Consulting
    Financial Analysis
    Financial Analysis & Valuation
    Financial Planning
    Financial Modeling
    Finance
  • $80 hourly
    EXECUTIVE SUMMARY Experienced finance executive with multifaceted and cross-functional experience ranging from investment banking, private equity, M&A, merger integration, FP&A / strategic planning, project finance, joint ventures, infrastructure investments, corporate restructuring, MLP structure, treasury, and asset management. - Executive Joint Venture Representative of a multibillion-dollar joint venture. - Transaction experience in mergers, acquisitions, divestitures, and JVs worth over $7.0 billion. - Involvement in infrastructure investments, green field, and project finance deals worth over $2.0 billion. - Corporate strategy activities including IPO analysis, restructuring, and monetization of over $4.0 billion. - Debt, equity, and hybrid issuances of over $2.0 billion.
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    Microsoft Word
    Microsoft Excel
    PowerPoint Presentation
    Financial Projection
    Project Budget
    Project Analysis
    Forecasting
    Budget Planning
    Training & Development
    Due Diligence
    Strategic Planning
    Mergers & Acquisitions
    Finance
    Corporate Finance
    Financial Modeling
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