Hire the Best Financial Services Professionals

More than 3,000 reviews on G2
Rating is 4.5 out of 5.
4.5/5
of Upwork by G2 peer reviewers
Austin P.

Pittsburgh, Pennsylvania

$99/hr
4.8
1,027 jobs

With 350+ 5-star client reviews, I am proud to serve a growing client list here on Upwork. As an experienced business and corporate attorney, I provide end-to-end legal support; handling everything from day-to-day contract management to complex transactions, governance, and compliance. Many of my clients treat me as their on-demand legal department. I draft, review, and negotiate all key agreements, guide leadership through business restructuring, oversee equity and financing documents, and help ensure corporate formalities are observed. Whether you’re a startup, established company, or investor, I deliver practical legal solutions that protect your interests and support sustainable growth. Building on years of experience working with entrepreneurs and Fortune 500 companies alike, I’ve earned a strong reputation for simplifying complex legal issues and turning them into clear, actionable agreements. From Nondisclosure Agreements and Master Service Agreements to Employment and Independent Contractor Agreements, I help clients avoid risk, stay compliant, and move deals forward efficiently. I also assist with Privacy Policies, Terms & Conditions, and compliance programs—keeping businesses aligned with evolving privacy and data protection laws across multiple jurisdictions. Beyond contracts, I advise on entity formation, ownership structure, capital contributions, and internal governance. This includes drafting operating and shareholder agreements, implementing compliance frameworks, and providing ongoing guidance on employment, IP, and commercial matters. I also offer a flat-fee AI Contract Review & Rewrite service for clients who start with ChatGPT or LegalZoom templates. These drafts often miss key provisions or state-specific compliance requirements. I transform them into enforceable, attorney-grade agreements tailored to your goals. ⭐️⭐️⭐️⭐️⭐️: "We had the pleasure of working with Austin on the development of our franchise agreement. He exhibited an exceptional level of efficiency and professionalism throughout the entire process. His deep expertise in legal matters and understanding of our unique requirements led to the creation of a highly comprehensive and well-structured franchise agreement." ⭐️⭐️⭐️⭐️⭐️: "Working with Austin has been a pleasure. His attention to detail and expertise ensured everything was done to the highest standard. I highly recommend him to anyone in need of legal services." Please reach out if you need a lawyer who can help you with: ✏️ Contract Drafting, Review & Negotiation ✏️ Nondisclosure Agreements (NDAs) ✏️ Non-Compete & Non-Solicitation Agreements ✏️ Shareholder Agreements ✏️ Partnership Agreements ✏️ Operating Agreements (LLC) ✏️ Asset Purchase Agreements (APAs) ✏️ Stock Purchase Agreements (SPAs) ✏️ Membership Interest Purchase Agreements ✏️ Joint Venture Agreements ✏️ Franchise Agreements & Disclosure Documents (FDDs) ✏️ Vendor & Supplier Contracts ✏️ Licensing Agreements & IP Assignments ✏️ SaaS Agreements & Software Licensing Agreements ✏️ Technology Transfer Agreements ✏️ Website & App Terms of Service / Terms & Conditions ✏️ Privacy Policies (U.S. & International) ✏️ Cookie Policies & Tracking Disclosures ✏️ E-Commerce Terms (Refund, Return, & Shipping Policies) ✏️ Community Guidelines & User Conduct Policies ✏️ Consulting Agreements ✏️ Investment Agreements & Subscription Agreements ✏️ Convertible Notes & SAFE Agreements ✏️ Stock Option Plans (ISOs, NSOs) ✏️ Equity Grant Agreements & Phantom Equity Plans ✏️ Loan Agreements & Promissory Notes ✏️ Escrow Agreements ✏️ Manufacturing & Supply Agreements ✏️ Distribution & Reseller Agreements ✏️ Marketing & Influencer Agreements ✏️ Master Service Agreements (MSAs) ✏️ Business Lease Agreements (Commercial Real Estate) ✏️ Independent Contractor Agreements ✏️ Employment Agreements & Severance Packages ✏️ Executive Compensation Agreements ✏️ Corporate Governance Documents & Bylaws ✏️ Demand Letters & Cease-and-Desist Letters ✏️ Corporate Compliance Policies & Employee Handbooks ✏️ Mergers & Acquisitions Support ✏️ Corporate Restructuring ✏️ Business Formation & Incorporation (LLCs, Corporations, Nonprofits) Please do not hesitate to contact me. It would be a pleasure to add you to my growing list of satisfied clients. I am happy to provide my services through both hourly and flat-fee options. I look forward to working with you! Best, Austin ** TO ENSURE COMPLIANCE WITH UPWORK'S TERMS OF SERVICE , PLEASE REFRAIN FROM SENDING OR SHARING ANY CONFIDENTIAL INFORMATION OR SPECIFICS OF YOUR LEGAL MATTER PRIOR TO THE INITIATION OF A FORMAL PROJECT OR A PAID CONSULTATION. PLEASE NOTE THAT ALL CONSULTATIONS WILL BE CONDUCTED EXCLUSIVELY THROUGH UPWORK. ANY COMMUNICATION OUTSIDE OF UPWORK PRIOR TO A FORMAL ENGAGEMENT IS NOT PERMITTED AND CONSTITUTES A BREACH OF UPWORK'S TERMS OF SERVICE. **

  • Contract Law
  • Contract Drafting
  • Corporate Law
  • Legal
  • Terms & Conditions
  • Privacy Policy
  • Legal Consulting
  • Document Review
  • Contract Management
  • Legal Agreement
  • Small Business Administration
  • Legal Writing
  • Legal Negotiation
  • Legal Entity Structuring
  • Entity Framework
Christine H.

Tallahassee, Florida

$115/hr
5.0
90 jobs

Licensed CPA | IRS e-File Provider | QuickBooks ProAdvisor Specializing in LLCs, S Corps, and Freelancers Let’s connect and take the stress out of your finances! Message me today to get started! I help U.S. business owners: • Clean up and reconcile QuickBooks Online (QBO) • Stay IRS compliant with 1120S, 1065, and 1040 filings • Build audit ready financials for lenders and regulatory agencies • Evaluate and file S Corp elections • Implement tax-saving strategies and long-term planning Fixed-fee projects include: • Quarterly QBO cleanup and S Corp compliance review • Annual tax filings for LLCs, partnerships, corporations, business owners • CPA Letters for banks, payment processors, or tax status confirmations 10+ years in accounting (public sector + private), with extensive experience in government audits, retail workflows, and complex entity structuring.

  • Intuit QuickBooks
  • QuickBooks Online
  • Bookkeeping
  • Financial Planning
  • Accounting
  • Accounting Report
  • Tax Accounting
  • Tax Preparation
  • Tax Return
  • Accounting Advisory
  • CPA
  • Taxation
  • Finance
  • Financial Analysis
  • Taxes
Alejandra R.

Mexico City, Mexico

$40/hr
4.9
114 jobs

🎖 As an Expert-Vetted professional and a member of Upwork's top 1% of freelancers worldwide, I specialize in helping companies find the best talent in the global market through end-to-end recruitment and HR processes. I am an HR professional with 14+ years of extensive experience in Human Resources Management. Worked as Head of Department for Fortune 500 Companies in different industries. I can handle: Recruiting - All levels and positions (this is my passion) Mapping processes for HR functions Automating HR functions Developing performance metrics for different business functions Performance Management Feedback 360 System Development Advise on Benefits and Compensation Employee Handbook Development Handle Remote Employees - Global Mobility functions I consider myself to be an 'intuitive" recruiter with a knack for identifying and sourcing the best possible candidate for any role. If you are looking for insights on how successful companies handle their functions from the inside, I am the perfect person to deliver a great quality restructuring of HR functions! *Or maybe just the best outsource recruiter you could hire :)

  • Candidate Management
  • Candidate Interviewing
  • Candidate Evaluation
  • IT Recruiting
  • Human Resource Management
  • Recruiting
  • LinkedIn Recruiting
  • Human Resources Analytics
  • Human Resource Information System
  • Human Resources Consulting
  • Compensation & Benefits
  • Business Services
Gerry B.

Marikina City, Philippines

$8/hr
5.0
41 jobs

Available 24/7 for online work. But since my wife is complaining that I have not left any time for her so that will be 8/5 with Saturdays reserved for her shopping (hooboy) and Sunday for mass. My name is Gerry I used to work in a brokerage company for three years doing various jobs as escheatment, W8 Ben and other clerical jobs related to banking and brokerage even check clearing. All these jobs require meticulous handling. Online I have about 7 years of experience on data entry, contact info research, and various office tasks such as email handling, LiveChat support, manual deposit, client account verification, review response, and many other that are assigned to me from time to time. I love surfing the web and doing research. I am in this industry for the long haul and can therefore do full time job. I am also a seasoned sales agent focused on offline selling of various consumer goods and construction materials.

  • Accuracy Verification
  • Indexing
  • Administrative Support
  • CRM Software
Thomas B.

Scottsdale, Arizona

$195/hr
4.9
325 jobs

*Due to high-demand, I am no longer considering engagements under $2,750 —no exceptions.* If you're interested in boring, vanilla copywriting at cheap rates from copywriters who live in their parent's basement —I'm not for you. However if you're looking for content that influences, inspires and compels for someone to take action... You've come to the right place. Here’s the reality: Most brands, products and services copywriting is as exciting as a routine colonoscopy on a Saturday morning. (Yeah, no thanks...I had one last week and I'm still reeling.) Which means you could have the best product in the world and your prospect will put you in the “meh” pile. Instead, I create jaw-dropping, heart-thumping, knock-your-socks-off copy and content for businesses, bold entrepreneurs and purpose driven brands. Because I believe: 1. Vanilla, cardboard-tasting, forgettable copy doesn’t move the needle. You’re not boring, so why is your messaging? 2. Great copy and content speaks to the hearts and minds of your dream clients. And just as importantly —it gets the wrong people off the bus: see ya later time wasters! 3. Your ability to connect, captivate and convert your audience determines your impact and income. It’s simple math, really. Even if I failed it miserably in High School. So, how do I do it? 1. I get to know your brand from the inside out. 2. I blend the science of old school copywriting with the art of empowerment marketing. 3. I get to know your dream clients better than they know themselves —and in turn, you become instantly trustworthy. 4. I craft holistic copy and content from the ground up ensuring the right tone, narrative and customer touchpoints. To date, I’m responsible for millions in additional revenue, 11+ 7-figure launches, 50+ six-figure-launches —and wrote copy for a Fortune 500 airline that can be seen at 37,000 feet. But enough about me —my goal is simple: Your results. Your growth. Your expansion. Don't waste your time with cheapskates or else I'll be the guy mopping up their work —it happens so often that clients call me "The Cleaner." ***WHAT MAKES ME DIFFERENT*** I'm obsessed. No, really —my idea of a wild Saturday night is studying language, messaging and what makes your dream clients tick. I'm Expert Vetted on Upwork (the 1% of all freelancers), certified with AWAI, StoryBrand, and even have an MFA in Creative Writing from a top school. ***WHAT CLIENTS SAY ABOUT ME*** “He is exceptional and worth every penny. Thomas communicates every step of the way and delivered before schedule. When I was presented with the copy, I wanted to run to buy my own product.” -Frank S. "I've never spent $4,500 on copywriting and I was initially skeptical. On day one of our launch, I brought in 137 people —compared to 44 with our old copy. Best money I ever spent...he gave me a deal." -Jeff K “Thomas achieved ultimate perfection in 48 hours. We’ve found our new secret weapon. We kind of don’t want to tell anyone else.” - Steve M. “Expertise, professionalism, communication and availability. Don’t look any further.” - Serena M. “Thomas was hired after receiving terrible work from another service. They turned a below average sales letter into a living masterpiece. Thank you.” - Karen L. “This is going to sound weird, but I cried after reading what Thomas created. It touched my heart, because my business is my purpose.” - Fabia “The free website audit turned me into a believer. In two weeks, my landing page went from less than 3% conversion to 19%.” - Jerry J. Don't waste your time with copywriters who barely communicate and who use techniques that were only effective in the 80s. Message me now —and let's create some magic :) P.S. I live by the mantra "success loves speed". In the time it took you to read this profile, we could have already been cranking killer copy. In other words, stop waiting! Message me now. P.P.S. I don't do long, boring meetings, "free" tests or any other nonsense that indecisive business owners engage with...I respect my time, which means I respect yours too.

  • Biography
  • Blog Development
  • Brand Positioning
  • Sales Letter
  • Lead Generation
  • Email Marketing
  • Brand Identity
  • Digital Marketing
  • Conversion Rate Optimization
  • Video Sales Letter
  • Paid Media
  • About Us Page
  • Landing Page
  • Blog Writing
  • Copywriting
Girish R.

Surat, India

$20/hr
5.0
15 jobs

🏆 Top Rated Plus ✔️ 100% job success ✔️ EXPERIENCE: 10+ Years ✔️ RATING: ★ ★ ★ ★ ★ ✔️ 4100+ Hours Worked I'm Girish Rathod 💼 I help businesses transform ideas into powerful digital solutions. With 10+ years in the software industry, I specialize in building scalable web and mobile apps using React, Node.js, MEAN/MERN stacks, and AI-powered integrations. 🚀 From startups to enterprises, I've delivered 150+ successful projects across eCommerce, SaaS, and custom platforms streamlining workflows, boosting user engagement, and driving measurable growth. 🔑 What sets me apart? I combine technical expertise with a business-first mindset, ensuring every solution aligns with your goals and delivers ROI. If you're looking for a reliable partner to take your product from concept to launch (and beyond), let's talk! Throughout my career, I have successfully contributed to various projects, spanning diverse domains such as: - Emerging Tech - Product Management - Back-End Development - Front-End Development - Full Stack Development - CMS Development - Scrum Leadership - Scripting & Automation - AI Chatbot Development - AI Integration - Expertise in OpenAI API Integration - Manual Testing - Web Design - UX/UI Design - Start-Ups Initiatives - Web Services Development - Hotel Management Systems - Health and Medical-related Applications - Socket-Based Chat Applications My extensive skill set and hands-on experience make me well-equipped to deliver high-quality solutions and contribute effectively to challenging projects. ✅I am having hands-on working experience in following technologies. 👉 React, Angular 8+, Firebase, Amazon Web Services, S3 bucket, EC2 instance, Git, Gitlab, REST API, Google script, Google API services, Google Maps, Bootstrap, Material Design, JSON, jQuery, Javascript, Ajax, CSS, HTML5. 👉 Databases: MongoDB, MySql, Dynamodb, PostgreSQL, Firebase (Real-time Database), Firestore (Cloud Database) 👉 Server: Digital Ocean, AWS, Heroku, Azure 👉 Third-party Services/ APIs: AWS, Socket Programming, Google Web Services, Stripe Payment Integration, AWS Services, Oauth Integration 👉 AI Tools: ChatGPT, Cloude, Gemini, DALL-E, Cursor, GitHub Copilot, Lovable, Designify etc 👉 Code Management Tools: Github, BitBucket 👉 Project Management Tools: Slack, Jira, Trello, Asana, Zenhub, Clickup 👉 Extension: Google chrome extension I am following Agile Methodology and Daily Stand Up with the internal development team, weekly/biweekly Sync Up with the product owner. Kind Regards Girish Rathod

  • MongoDB
  • Vue.js
  • Node.js
  • ExpressJS
  • AngularJS
  • React
  • MySQL
  • Amazon Web Services
  • Bootstrap
  • ChatGPT
  • Next.js
  • Redux
  • Google Cloud Platform
  • NestJS
  • Firebase

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