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If you're a founder preparing for a raise, an operator running scenario planning, or a deal team underwriting an acquisition, you already know the model has to be right. Imprecise assumptions and poorly structured outputs don't just slow things down, they cost you credibility at the worst possible moment. I build financial models that founders can put in front of investors, operators can make real decisions from, and deal teams can defend in a room. Every model is assumption-driven, stress-tested, and built so you can update inputs and see the impact instantly without touching a formula. WHAT I BUILD: - Startup and growth models for seed through Series B raises - 3-statement integrated financial models and forecasts - Acquisition and buy-side underwriting models - Unit economics, cohort analysis, and LTV:CAC modeling - Rolling forecasts and cash runway models - KPI dashboards and executive reporting WHO I WORK WITH: Founders preparing for investor conversations, operators running growth and scenario planning, CFOs needing overflow modeling support, and deal teams underwriting acquisitions. I've supported numerous businesses across a wide range of industries but primarily specialize in AI, SaaS, D2C, services, and franchise verticals. HOW I WORK: I operate like an embedded finance partner: fast-moving, strategic, and data-driven. I return clean, client-ready deliverables on a tight timeline. Most engagements are up and running within 24 hours of scope confirmation and are ready for review within 72 hours. If your model needs to hold up in front of an investor, a board, or a buyer, let's talk.

If your HubSpot feels more complicated than it should, I'll find out why, and fix the system behind the problem. You shouldn't need spreadsheets to understand your CRM. Your sales team shouldn't be manually doing what HubSpot was built to automate. And your leadership team shouldn't have to question whether the numbers in your dashboards can be trusted. That's where I come in. I'm a HubSpot Expert and Certified HubSpot Consultant with 7+ years of hands-on experience building, fixing, and optimizing HubSpot systems for B2B, SaaS, ecommerce, and agency businesses. I've completed 110+ HubSpot CRM implementations, migrations, optimizations, and cleanups, but what matters more is how I approach them. I don't treat HubSpot like a collection of features. I treat it like the operating system behind your revenue process. I look at how leads enter your business, how they're qualified and routed, how sales works them, what happens after conversion, and how your team measures revenue. Then I build the system around how your business actually operates. What I can help you fix “We're paying for HubSpot, but we're not getting enough from it.” I'll audit and optimize your Marketing Hub, Sales Hub, CRM Automation, workflows, reporting, and customer journeys to uncover where leads, time, or revenue are being lost. “Our CRM data is a mess, and nobody trusts the reports. ” I'll clean up duplicate records, properties, lifecycle stages, workflows, and data structures so your team can finally rely on the CRM. “We're implementing HubSpot and don't want to rebuild everything later .” I'll design your CRM Implementation, CRM Configuration, pipelines, lead scoring, lead routing, workflow automation, integrations, and reporting, around your actual sales process from day one. What I've delivered 110+ HubSpot implementations, migrations, and portal cleanups 30–40% reduction in manual admin work through workflow automation and lead routing * Data structures rebuilt across 40+ portals * Thousands of duplicate records resolved and reporting accuracy restored * Sales pipelines supporting $500K–$8M+ in tracked deal value * 200+ custom workflows, nurture sequences, and lead scoring models * Hands-on experience across Marketing Hub, Sales Hub, and Service Hub Core expertise CRM & RevOps: HubSpot CRM Setup, CRM Implementation, CRM Architecture, CRM Configuration, CRM Migration, CRM Cleanup, Pipeline Setup, Lifecycle Stages, Contact Management, RevOps, Sales Operations. Automation & Growth: Workflow Automation, Marketing Automation, Email Automation, Sales Automation, Lead Generation, Lead Scoring, Lead Routing, Customer Journey Automation, Email Campaign Automation, Sales Enablement. Reporting & Integrations: Dashboard Reporting, Tracking Setup, API Integrations, Data Integration, Apollo .io, Shopify, WordPress, Microsoft Dynamics 365, Mailchimp. CMS & Development: CMS Hub, Website Optimization, Custom Development, Theme Development, Custom Modules, HubL, HTML, SEO, Conversion Optimization, A/B Testing. Why clients work with me I care about what happens after the build. A complicated workflow isn't good automation. A beautiful portal nobody understands isn't a successful implementation. And a dashboard that doesn't help you make decisions is just decoration. So I build practically. Every property has a reason. Every workflow has a purpose. Every pipeline reflects a real process. Every dashboard should answer a business question. You also get clear documentation and hands-on training, so your team can confidently own the system after handoff. With a 97% Job Success Score and a strong base of repeat clients, my approach is simple: Understand the problem. Fix the root cause. Build what matters. Leave your team better equipped. If your HubSpot is messy, underperforming, unreliable, or simply not built for the way your business operates, SENDS me a message and tell me what's frustrating you. I'll help you figure out what's broken, what should be fixed, and what your next move should be. KEYWORDS FOR PROFILE: HubSpot CRM, Marketing Hub, Sales Hub, CMS Hub, CRM Setup, CRM Implementation, CRM Configuration, Workflow Automation, Marketing Automation, Email Automation, Lead Generation, Lead Scoring, Lead Routing, Sales Automation, Contact Management, Pipeline Setup, Dashboard Reporting, API Integrations, Custom Development, Theme Development, Custom Modules, HubL, Website Design, Website Optimization, CRM Migration, WordPress Migration, Shopify Migration, Apollo io Integration, Data Integration, Tracking Setup, SEO, RevOps, Sales Operations, Marketing Strategy, Sales Enablement, CRM Automation, Customer Journey Automation, Email Campaign Automation, B2B Marketing, Conversion Optimization, A/B Testing, Shopify, WordPress, Wix, HTML, Mailchimp, Keap, Microsoft Dynamics 365, Clay com, Pardot, PPC, SEO, Social Media Marketing, Project Management

🎯 Founder@VCFO Solution (M&A, Fundraising&Fractional CFO) & Three Infinity (Hybrid Capital & Tech Advisory) 📚 CFA, CPA, CA, MBA (Ex-Big 4 Accounting Firm & Investment Banking & PE/VC & Corporate Finance Partner for companies at various stages and industries) 📍 15+ Years | M&A Due Diligence | Fundraising | CFO Services I operate at the absolute intersection of capital logic and Tech execution. As the founder of 3 Infinity and VCFO Solution, I provide "Plug-and-Play Transaction Services" for Search Funds, Private Equity, Strategic Buyers, and Growth Stage Companies. Backed by $18B+ in executed Wall Street transaction experience, I deploy tech-accelerated workflows to reduce fundraising, M&A and financial transformation timelines by 70%. ⸻ 💼 Core Expertise & Mandates ✅ Quality of Earnings (QoE-Lite) & M&A Diligence • Rapid EBITDA Normalization & Add-back validation • Working Capital reconstruction & Red Flag analysis • Converting messy target data rooms into audit-ready diligence memos ✅ M&A Financial Modeling & Valuation • Dynamic 3-Statement LBO & Acquisition modeling • Post-close integration & synergy tracking • Cap Table dilution & scenario stress-testing ✅ Exit-Ready Financial Infrastructure (Seed to Series D) • Board-level KPI & Unit Economics (CAC/LTV) modeling • Institutionalizing fragmented startup financials to survive VC scrutiny ⸻ 🔍 Why Partner With Me? You are not hiring a freelancer; you are partnering with an Tech-Accelerated Advisory Firm. By utilizing advanced data-structuring tools, I eliminate the bloated overhead of traditional advisory firms, delivering Wall Street rigor at venture speed. Note: While my consulting rate reflects the institutional expertise and transaction velocity I provide, I primarily operate on a flat-fee, project-based model (e.g., QoE delivery, M&A modeling, Fractional CFO) to ensure total alignment on timelines and outcomes. 💬 Message me to discuss your next project!

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

✅ 𝗪𝗼𝗿𝗸𝗲𝗱 𝘄𝗶𝘁𝗵 𝗦𝘁𝗿𝗶𝗽𝗲. 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗨𝗦 𝗯𝗮𝘀𝗲𝗱 𝗣𝗘-𝗯𝗮𝗰𝗸𝗲𝗱 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗳𝗿𝗼𝗺 𝗱𝗮𝘆 𝟭 𝗽𝗼𝘀𝘁 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻. 𝗜’𝗺 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗯𝗹𝗲 𝗮𝗻𝗱 𝗳𝗿𝗶𝗲𝗻𝗱𝗹𝘆 𝘄𝗵𝗶𝗹𝗲 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗵𝗶𝗴𝗵-𝘁𝗼𝘂𝗰𝗵 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝘄𝗶𝘁𝗵 <𝟭 𝗵𝗼𝘂𝗿 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝘁𝗶𝗺𝗲𝘀. 𝗘𝘅𝗽𝗲𝗰𝘁 𝗯𝗶𝗴 𝗳𝗼𝘂𝗿 𝘄𝗼𝗿𝗸 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝗯𝗶𝗴 𝗳𝗼𝘂𝗿 𝗯𝗶𝗹𝗹𝗶𝗻𝗴. Thanks for stopping by! I’m Trevor, and I believe owners and founders should spend more time in their genius zones and less time worrying about their books. I’ve seen too many great companies stall because finance was a blind spot. I make sure it isn’t. We’ll get along great if you want your complex financial reporting to be correct, efficient, and on time. You want an experience of working together that’s headache-free! You want to be ready to pass any audit, avoid excess overages, and leverage automated software to save time. ✅ 𝗜𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝗼𝗿 𝘀𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗱𝗶𝗿𝗲𝗰𝘁 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗮𝗻𝗱 𝗶𝗳 𝘄𝗲’𝗿𝗲 𝗮 𝗳𝗶𝘁 𝘁𝗼 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗲𝗮𝗰𝗵 𝗼𝘁𝗵𝗲𝗿, 𝗜’𝗹𝗹 𝗶𝗻𝘃𝗶𝘁𝗲 𝘆𝗼𝘂 𝘁𝗼 𝗯𝗼𝗼𝗸 𝗮𝗻 𝗲𝗮𝗿𝗻𝗲𝘀𝘁𝗹𝘆 𝗵𝗲𝗹𝗽𝗳𝘂𝗹 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝗰𝗮𝗹𝗹 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿. — ❝ Trevor helped us migrate our books. He did an excellent job and was extremely reliable and helpful. Our migration was complex and we could not figure out how to do the migration ourselves. Trevor stepped in and delivered a custom solution. He is smart, technical, and reliable. He worked with various people from our accounting department successfully. He ran reports to make sure the data was correct. Overall, an excellent experience. Highly recommend hiring Trevor. ❞ 🗣 𝗝𝗮𝗺𝗲𝘀 𝗔𝗱𝗱𝗶𝘀𝗼𝗻 - 𝗧𝗲𝗮𝗺 𝗟𝗲𝗮𝗱 - 𝗟𝗶𝗴𝗵𝘁𝗦𝘁𝗶𝗺 — Through my work with KPMG & EY and private client experience, I’ve successfully supported 50+ private equity-backed clients ranging from start-ups raising their initial capital (to-date, more than $150M USD raised) to servicing the needs of Fortune 500 companies. Stand-out work results include outcomes like overhauling ReadMe.io’s (a US-based SaaS company) accounts receivable (AR) process to bring in more than $4.5M USD in unpaid invoices. 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗼𝗳 𝘁𝗵𝗲 𝘁𝘆𝗽𝗲𝘀 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗜 𝗲𝘅𝗰𝗲𝗹 𝗮𝘁 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘄𝗶𝘁𝗵 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: ☑️ Cash-to-GAAP Transition Work ☑️ Technical Accounting Standards Implementation- ASC 606 - ASC 842 - Cash-To-GAAP - Opening Balance Sheet Work ☑️ Fractional CFO Projects - Interim Controller Projects - Interim CFO Work ☑️ Financial Close & Reporting - Multi Entity Reporting ☑️ Acquisition Preparation ☑️ Private Equity Backed Portfolio Company Projects ☑️ Audit Readiness Preparation & Bookkeeping - Due Diligence Requests ☑️ M&A - Mergers & Acquisitions Other Projects include: ☑️ Full-Cycle Accounting & Revenue Recognition ☑️ Roll Up Preparation & Fundraising Preparation ☑️ Software Implementations - Automated Consolidation Reporting Solutions - Tech Stack Optimization - QuickBooks & QuickBooks Online - Netsuite - Rillet ☑️ Post-Acquisition Finance Transformation ☑️ Accounts Receivable - AR & Accounts Payable - AP 𝗪𝗵𝗶𝗹𝗲 𝗺𝘆 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗰𝗼𝘃𝗲𝗿𝘀 𝗮 𝗯𝗿𝗼𝗮𝗱 𝗿𝗮𝗻𝗴𝗲 𝗼𝗳 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗮𝗻𝗱 𝘀𝗶𝘇𝗲𝘀, 𝘀𝗼𝗺𝗲 𝗼𝗳 𝗺𝘆 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲𝗱 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗶𝘁𝗵 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗽𝗮𝘀𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗲𝗿𝘃𝗲𝗱 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀: 🔹 PE Firms 🔹 Professional Services 🔹 Digital Service Agencies & Marketing Agencies 🔹 Healthcare Services 🔹 Tech 🔹 SaaS Thank you for taking the time to learn about how we could support each other. Please invite me to your project on Upwork or send me a direct message to get started on working together. I’ll invite you to book a complimentary consultation call together. Talk soon! Trevor McGuire — ❝ One of the highest-signal expert calls I've had this month. Trevor is an expert at all things accounting/finance. It was clear from the first 5 min. Learned more than I was hoping to learn and am deploying insights in our business today. Trevor was generous with his time. Look forward to partnering again. ❞ 🗣 𝗚𝗲𝗼𝗿𝗴𝗲 𝗞𝘂𝗿𝗱𝗶𝗻 - 𝗖𝗘𝗢 & 𝗚𝗠 - 𝗦𝘁𝗿𝗲𝗮𝗺𝗹𝗮𝗯𝘀

I am an M&A professional specializing in financial due diligence and financial modeling. I am a licensed CPA with big-4 experience. I have experience across a variety of industries and deal sizes. Additionally, I hold a certification in financial modeling from Wall Street Prep. I offer the following services: -Confidential Information Memorandums (CIM) -Quality of earnings -Net working capital analysis -Debt-and-debt like analysis -Databook creation -Operational due diligence procedures including customer and vendor due diligence and headcount analysis. -Cash flows analysis -Financial modeling and forecasting including DCF, 3-statement, and LBO modeling -Report writing -Investment memorandums/pitchbooks -Sell-side advisory -Financial accounting