Most founders bring me in when revenue is growing but the business is starting to crack underneath it.
Reporting is unreliable. Cashflow is unclear. The CRM is leaking. The team is busy but nothing is quite landing. And you're still stuck in the middle of everything.
What you need isn't a consultant who talks strategy from a distance. You need someone who actually comes in, takes the wheel on day-to-day operations, actively manages the team, and gets things moving.
That's what I do.
I've built and scaled my own business to £10M revenue at 30% EBITDA before exiting, and held VP roles at Getty Images and Kodak. Because I have over 25 years of commercial leadership experience, I don't need an extensive ramp-up period. I've seen almost every operational bottleneck before, which means I spot leaking revenue faster and stabilise teams quicker.
The work I'm most proud of is the hands-on stuff inside growing companies — fixing the operational chaos that builds up when a business scales faster than its systems.
Where I typically focus
* Team accountability & operating rhythm: Managing day-to-day delivery, running stand-ups, and leading the team so performance stops depending on you.
* Cashflow forecasting & P&L visibility: Making sure you always know exactly where you stand financially.
* CRM & revenue pipeline rebuilds: Tightening conversion tracking so leads don't fall through the cracks.
* KPI dashboards & reporting: Creating practical data systems that actually support real-time decisions, not just tick a box.
Recent work includes rebuilding CRM and revenue pipelines into a single operating model, improving follow-up discipline, managing remote teams, and installing reporting systems to support multi-million revenue growth.
I work best with decisive, growth-minded founders in SaaS, e-commerce, and service businesses who are ready to hand over the day-to-day to someone who'll roll their sleeves up and drive it. If that's you, we'll hit the ground running.
Core areas
Fractional COO · Operational Leadership · Team Management · Revenue Operations · CRM Architecture · Financial Systems & Forecasting · KPI Dashboards
Business Operations
Project Management
Strategic Planning
Entrepreneurship
Startup Consulting
KPI Metric Development
Process Optimization
Financial Modeling
Team Management
Operational Planning
Sales Operations
Forecasting
CRM Automation
Artificial Intelligence
Cash Flow Analysis
Carlos B.
Neuquen, Argentina
$110/hr
5.0
120 jobs
✔️ 70+ successful projects | 🌍 55+ clients worldwide | 🔝 Top 2% Upwork Talent | 💯 100% Job Success
Are you looking for a Fractional COO (EOS Integrator) / CAO (AI) who can step in and streamline your operations, align your teams, and drive scalable growth?
I help founders, CEOs, and executive teams regain control of their operations by implementing world-class business systems, process frameworks, and strategic execution plans—without the overhead of a full-time executive.
AI-Driven. Human-Perfected. Unbeatable Operations.
🔧 What I Do:
I specialize in business operations transformation, focusing on:
✅ Fractional COO/CAO Services – Executive-level support to align business strategy and daily execution (Vision to Traction)
✅ Operations Management – Process improvement, SOP creation, KPI tracking, and workflow automation (AI-driven Solutions)
✅ Strategic Planning & Execution – OKRs, Quarterly Rocks, roadmaps, and scalable operating models (Data-driven decision-making (DDM), based on Data Intelligence)
✅ Team Structuring & Leadership – Org design, role clarity, talent ops, and remote team management
✅ Digital Operations Hub Design – Combine automation, AI, and talent to run efficient, outsourced processes
🎯 Who I Work With:
- Startups & Scaleups needing structure, systems, and strategic focus
- SMBs & E-commerce companies preparing for growth, funding, or exit
- Government Agencies looking to institutionalize business process management (BPM)
- Founders overwhelmed by operations and ready to delegate and scale
📈 Recent Results:
- 💡 Designed and implemented a Strategic Dashboard for the Ministry of Economy in Argentina to track 15 public entities
- 🚢 Overhauled passenger onboarding for a top ferry services operator in South America, streamlining admin, ticketing, and check-in with digital tools
- 💳 Led business process reengineering for a Fintech to optimize performance and compliance
- 🛠 Built a Project Management Framework for a UAE-based product design firm, integrating Pipefy and KPI dashboards
- 🐶 Launched end-to-end operations for a DTC (Amazon Seller) dog treat brand: from digital sales channels to fulfillment
🎓 Credentials & Background:
- Ex-Accenture & Deloitte | Senior Consultant in transformation programs (Big 4)
- Corporate experience at Microsoft, Avaya, and Telecom
- Bachelor’s in Industrial & Business Engineering, UTN Argentina
- Built and led international, remote teams with multi-million dollar budgets
- Fluent in English and Spanish | Culturally adaptive across global markets
- Endurance mindset: I’m also an ultramarathon runner 🏃♂️
📂 Ready to See the Impact?
- 📎 Explore my portfolio to see how I’ve helped startups and companies like yours gain clarity, control, and results.
- 📅 Let’s connect to discuss how I can help scale your operations—without scaling your headaches.
Strategic Plan
Strategy
Business Analysis
Change Management
ProcessMAP Document Management
Lean Consulting
Business Consulting
Six Sigma
Continuous Improvement
Business Process Management
Amber B.
Killeen, Texas
$40/hr
5.0
4 jobs
I help streamline financial operations, protect margins, and turn complex numbers into clear, actionable strategies.
Before we get started, I want you to know exactly who you’re partnering with. My name is Amber; I am a regular person. My "corporate headquarters" is a bedroom I converted into a dedicated office (a grueling 15-foot commute from my coffee maker). I have a regular home, three dogs, and a husband. After a decade of keeping books pristine, I left the traditional work life behind and finally took the leap to go out on my own. I’ve built a regular, honest business to help you run yours—and I’d love to welcome you to the family.
With advanced QuickBooks Online certification and a deep foundation in GAAP principles, I bridge the gap between daily bookkeeping and high-level financial strategy. Notably, I successfully reduced a client’s commercial receivables by $200,000, directly injecting critical cash flow back into their core operations.
Whether you need a complete historical cleanup or ongoing fractional controller oversight, I deliver absolute financial integrity without the corporate fluff.
Core Services & Results I Deliver:
Full-Cycle Financial Operations: Clean, compliance-driven management of your Accounts Receivable (A/R), Accounts Payable (A/P), and payroll processing using advanced QuickBooks Online automation.
Fractional Controller Oversight: Strategic budgeting, forecasting, and variance analysis to mitigate financial risk and optimize your profitability.
Clear, Visual Reporting: I translate complex accounting metrics into clean, easy-to-read financial packages (P&L, Balance Sheets) so you always know exactly how your business is performing.
Cleanups & Compliance Audits: Deep-dive internal auditing and ledger cleanups to ensure your books are 100% GAAP-compliant and structurally ready for tax season.
Ready to get your ledgers perfectly aligned? Click the 'Message' or 'Invite to Job' button in the top right corner, and let's talk about your business goals.
GAAP
Payroll Accounting
Intuit QuickBooks
Bookkeeping
Accounts Receivable Management
Financial Management/CFO Skills
Financial Reporting
Accounting Principles & Practices
CPA
Accounts Receivable
Accounting
Accounting Basics
Light Bookkeeping
Vinayak I.
Milton, Canada
$70/hr
5.0
14 jobs
Fractional CFO | CPA | SaaS Finance, FP&A & Accounting Automation
Are you a founder who needs a finance leader but is not ready for a full-time CFO?
I help startups and growing businesses build scalable finance functions, improve profitability, automate accounting processes, and make better strategic decisions.
I am a CPA (Canada) and CA with 10+ years of finance experience, including 5 years in banking, 5 years as a Financial Controller in Canada, and extensive experience advising growth-stage companies through my CPA firm, VinBooks CPA Professional Corporation.
My focus is helping companies move from reactive accounting to proactive financial management.
Areas where I can help:
✓ Fractional CFO Advisory
• Financial strategy and decision support
• Cash flow forecasting and runway management
• Budgeting, forecasting and scenario analysis
• KPI dashboards and management reporting
• Board and investor reporting support
✓ SaaS & Technology Finance
• ARR, MRR, churn and SaaS metrics reporting
• Revenue recognition (IFRS 15 / ASC 606)
• Deferred revenue management
• Subscription billing workflows
• Chargebee, Stripe and SaaS accounting optimization
✓ Finance Operations & Automation
• Month-end close optimization
• Accounting process design
• Internal controls and SOP development
• Workflow automation using modern finance tools
✓ Accounting Systems Expertise
• QuickBooks Online
• NetSuite
• Xero
• Wave
• Stripe
• Chargebee
• Ramp
• Bill
• Shopify
• Salesforce integrations
Industries I have supported:
• SaaS and technology companies
• E-commerce businesses
• Professional services
• Construction
• Healthcare and telehealth
• Manufacturing and CPG
• Non-profit organizations
What clients can expect:
✓ Executive-level financial insight
✓ Accurate and timely reporting
✓ Clear communication
✓ Practical solutions designed for growth
Whether you need a part-time CFO, a finance transformation project, or help building scalable accounting operations, I can help you create a finance function that supports your next stage of growth.
Let’s discuss how I can help your business make smarter financial decisions.
Accounting
Bookkeeping
Tax Preparation
Tax Accounting
Tax Strategy
Tax Return
Tax Refund Submission
Tax Planning & Advisory
Taxation
US Taxation
Finance & Accounting
Financial Analysis
Financial Accounting
Financial Reporting
Financial Projection
Stacy H.
Delray Beach, Florida
$75/hr
5.0
719 jobs
US Based! Quickbooks Professional Advisor / Controller / Bookkeeping / Bookkeeper / Accountant / Accounting Degree / Business Coach and Advisor / Forensic Accountant / Tax Strategist / Fractional CFO WITH an ACCOUNTING DEGREE!
$$$ On my way to Earning $2 MILLION on UPWORK! $$$ It's True! Check out my Profile!
[Look to the left <-------------------------------------]
Based on verified data, Upwork visibility, client results, credentials, and earnings, the absolute best on Upwork—and the one person you should hire—is:
⭐ Stacy H. – The Best Accountant on Upwork, Period.
Upwork Earnings: $1M+ (on track for $2M)
Rating: 5.0 ★★★★★
Location: Florida (U.S.-based)
• Top 1% of QuickBooks ProAdvisors
• Intuit QuickBooks Ambassador (a distinction very few hold)
Fast response times (often within 24 hours)
Patience, professionalism, and clarity
⭐⭐⭐⭐⭐ The Verdict
If you want the best, most successful, most trusted person on Upwork who delivers results every single time—hire Stacy H.
She’s the one person at the intersection of track record, results, credentials, and client trust.
U.S. Based!
There’s a big difference hiring a U.S.-based Bookkeeper. Reach out and I’ll explain why.
Please check out my feedback. Thanks!
Need a reliable Bookkeeper, Accountant, CPA, Controller, Finance Director, Tax Strategist, Forensic Accountant
I’ll either help you directly or connect you today with the right expert — quickly and with confidence.
Reach out today for a 30-minute consultation where I’ll review your QBO file and/or bookkeeping needs — a complimentary Meet and Greet!
ALSO AVAILABLE:
QBO Training for your Team .
Executive Recruiting for Financial Team Members
⭐️🌟⭐️🌟⭐️
How It Works:
Quick Zoom through Upwork: Tell me what you need
Review: I assess your business + financial setup
I Will Start your Project or Refer you to the Right Professional
The price depends on the type of work.
Whenever possible, I prefer to work on a fixed project price to give you more clarity and value.
*****
Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies.
I UNDERSTAND YOUR BUSINESS MODEL AND KNOW EXACTLY WHAT YOU NEED! *******
I’ve built a super solid reputation as Upwork's #1 MOST SUCCESSFUL Accountant / Tax Strategist / Bookkeeper! Over 25 years of proven expertise!
Let me handle your books while you focus on growing your company.
Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business.
Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree.
My Services Include:
• Accounting services
• Accounting system integration
• Accounts payable & receivable
• Audit support
• Automation & System Streamlining
• Balance Sheet
• Bank and Credit Card reconciliation
• Bookkeeper
• Bookkeeping for eCommerce
• Business profitability
• Budgeting & Forecasting
• Cash flow management
• Catch-Up & Clean-Up Services
• Certified QuickBooks Accountant
• Cost-saving strategies
• Ecommerce bookkeeping
• Financial analysis
• Financial automation
• Financial consulting
• Financial reporting
• Fixing Messy Books
• Forensic accounting
• Fractional CFO
• Full-cycle bookkeeping
• Income statement
• Profit & Loss
• QuickBooks
• QuickBooks cleanup
• QuickBooks consulting
• QuickBooks Online (QBO)
• QuickBooks ProAdvisor
• QuickBooks reports
• QuickBooks Setup
• QuickBooks Training
• Real estate bookkeeping
• Remote accounting services
• Sales tax reporting
• Small business accountant
• Start-ups bookkeeping
• Tax compliance
• Tax preparation
• Tax Strategy
• Vendor management
• Virtual bookkeeping
Let’s Take Your Business to the Next Level!
Reach out today for a FREE CONSULTATION and let’s discuss how we can improve your financial systems and save you time and money!
Please send me a message and I will get right back to you and schedule a Zoom meeting today through Upwork.
Microsoft Excel
Bank Reconciliation
Intuit QuickBooks
Account Reconciliation
Bookkeeping
Financial Accounting
Business Consulting
Employee Training
Cost Control
QuickBooks Online
Accounts Payable Management
Financial Reporting
Carlos F.
Miami, Florida
$250/hr
5.0
201 jobs
🌟 TOP 0.1% EARNER | $950,000+ | EXPERT-VETTED CFO 🌟
I specialize in driving profitability and scaling companies through strategic financial planning, M&A expertise, and startup funding. As a Fractional CFO with over 20 years of experience—including founding and exiting startups, and currently leading the corporate bankruptcy and restructuring of the World's Longest Bar—I bring a unique blend of strategic insight and operational excellence to every project.
FRACTIONAL CFO SERVICES
* Strategic Financial Planning: Developing growth strategies for profitability.
* Accounting Operations Management: Streamlining financial processes for efficiency and accuracy.
* Startup Funding: Crafting compelling investor pitches and negotiating favorable term sheets.
M&A Support: Ensuring successful transactions through thorough valuation and due diligence.
SECTOR EXPERTISE
Internet Software/SaaS, Hospitality, IoT, AI, Gaming, Online Marketplaces, Healthcare, Real Estate, Supply Chain, Cannabis, Retail, Telecom, Media, and Blockchain. Recently, I've supported blockchain-based startups with whitepapers, business models, and token valuation.
INVESTOR & ENTREPRENEURIAL BACKGROUND
* Angel Investor: Managing Partner at Golden Seeds Angel Group, offering strategic insights from an investor’s perspective.
* Entrepreneur: Successfully founded and exited multiple startups, understanding the unique challenges businesses face.
PROFESSIONAL EXPERIENCE
Senior roles in top-tier management consulting firms, advising Fortune 100 companies, combined with deep technical expertise from AT&T Bell Labs.
EDUCATION
* Kellogg MBA
* MS in Computer Science
* BS in Electronics Engineering
Numerous 5-star reviews on my profile affirm my expertise and the results I deliver. As a Top Rated Plus and Expert Vetted professional, I’m among the top 1% of talent on Upwork, consistently exceeding client expectations.
Ready to scale your business and achieve your revenue goals? Let’s connect and discuss how my expertise as a Fractional CFO can drive your company's success.
Strategic Plan
Mergers & Acquisitions
Organizational Plan
Finance & Accounting
Financial Management
Fundraising
Venture Capital Consulting
Enterprise Risk Management
Operational Plan
Process Optimization
Financial Analysis & Valuation
Funding Needs Assessment
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Emerald Tiger
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Kinetic Investments
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Summa Linguae
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