Name: Strategic Planning specialists
Brand: Upwork
Rating: 4.8 (360 reviews)

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Clients rate Strategic Planning specialists

4.8/5

based on 360 client reviews

$245 hourly
- 4.9/5
- (44 jobs)
Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019

Strategic Planning
CPA
Bookkeeping
Business Coaching
Business Plan
Management Consulting
Due Diligence
Business Valuation
Startup Consulting
Financial Statement
Valuation
Mergers & Acquisitions
Strategic Plan
Leadership Development
Income Statement
$250 hourly
- 5.0/5
- (116 jobs)
I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.

Strategic Planning
Disaster Recovery
Legal Entity Structuring
Research & Development
Tax Strategy
Business Valuation
Estate Planning
Strategic Plan
Tax Planning & Advisory
Mergers & Acquisitions
Business Consulting
CPA
Tax Law
Tax Preparation
$240 hourly
- 5.0/5
- (111 jobs)
EXPERT AIRBNB ADVICE FOR A MATURING MARKETPLACE ⭐ Airbnb is now an industry where experience matters. I'll give you a high-earning 5-star Airbnb, or help you plan an exit strategy. Message me to learn how I can help, or keep reading for more details.⭐ I am an Airbnb expert (host and consultant) with more than 5,000 Airbnb Reviews and a 4.95 Star average. My clients beat averages for occupancy and earnings - I know what it takes to make your property succeed. Let's boost your bookings and revenue together! 🌐 **Are you seeing a drop in bookings?** You're not alone. The Airbnb market is packed with new listings while the economy is uncertain. I can help optimize your listings to outshine the competition. Not sure if vacation rentals still make sense? I can forecast your earnings and help you plan an exit strategy if needed. 💰 Budget-Conscious Options for Existing Listings 1️⃣ Consulting Calls ($180/hour): You'll get targeted advice on how to get more bookings. *(1 hour)* 2️⃣ Pricing Analysis ($360-540): Gain a competitive pricing strategy with a detailed spreadsheet with data from your market. 3️⃣ Intensive Listing Checkup ($500): I'll analyze your listing and give you a detailed list of action items to increase bookings and earnings. 4️⃣ Strategy Report ($995): I'll create a comprehensive report for how to improve near-term earnings and long-term SEO strategies (this module combines #2 Pricing Analysis and #3 Intensive Listing Checkup). 🚀 For New Listings 🎨 Listing Setup: Do it right the first time to start earning fast (includes content strategy, listing fields content, pricing research, and SEO optimization) 💼 The Result: A fully optimized, guest-ready Airbnb listing! 💵 The Cost: Most clients spend between 3-7 nights of rental income ($750-$1,500) for an expertly optimized Airbnb listing; always think of ROI this way with Airbnb expenses (not sure why? Let's do a call). 🔧 Additional Services 📜 Guest Message Templates: Unhappy with AI or Co-Host messaging? Save time, improve listing visibility and get better reviews with personalized message templates; $360-$720 depending on research needs. 🔍 Financial Analysis: Understand the financial dynamics of your listing, including realistic potential earnings - don't lose out by believing the estimates you get from tech companies (2-3hrs). 💼 Enterprise Consulting: From managing employees to leveraging automation services, I'll help you run your Airbnb business with lower stress and higher earnings. ❤️ No other pros have my understanding of Airbnb and STR software, and I'll help you unlock the true potential of your property. Not sure where to start? Send me a message and I'll be happy to help. I'm excited to work with you! Sarah

Strategic Planning
Space Planning
Price Optimization
Communications
Hospitality
Hospitality & Tourism
Strategic Plan
Travel Planning
Business Consulting
Process Improvement
Content Writing
$150 hourly
- 5.0/5
- (19 jobs)
Worked with over 30 tech founders and 75+ B2B services CEOs between $0-150M in revenue as a consultant and business coach to drive: - Growth & exit strategies - Higher enterprise value, top-line revenue growth, and operational efficiency - Improved margins - Growth capital injections (VC/PE) - Strategic and operational planning Career highlights: • Drove 55% increase in valuation for FinTech company in 7 months through re-architecting its go-to-market strategy, leading to a $36M exit. • Worked with over 75 B2B Services CEOs to help them close consistent 6 and 7-figure deals, establish recurring revenue models, grow margins to 70%+, create scalable delivery mechanisms, and position their businesses as 1-of-1's in their respective niches. • Helped raise over $40M in early-stage capital • Supported the development of a growth plan to reach $155M ARR that encompassed product, sales (direct + channel), and go-to-market for a logistics software company that led to a $950M Private Equity buyout. • Assessed a $20M Healthcare IT company and its market opportunities in the private sector and helped develop its growth strategy. This included new brand and market positioning, a product and IT transformation that consolidated many disparate products and services into a single Health Intelligence Platform, and uncovered M&A opportunities to accelerate the commercialization of its platform. My experience spans a wide range of sectors and technologies, including: • AI/ML • B2B & B2C SaaS • Web3 • FinTech & WealthTech • Healthcare IT & HealthTech • IoT • Cloud Computing • IaaS, PaaS, iPaaS • Professional Services & Tech-Enabled Services • Marketing Agencies • Supply Chain Tech • Enterprise Software • Consumer Goods & CPG • Manufacturing

Strategic Planning
Strategic Plan
Business Plan
Fundraising
Marketing Strategy
Business Modeling
Business Consulting
Business Management
Investment Preparation
Market Research
Market Analysis
$75 hourly
- 4.8/5
- (54 jobs)
Are you an e-commerce or service business owner who needs a U.S.-based accounting specialist in QuickBooks Online? Are you looking for someone that is an excellent communicator, takes the time to understand YOUR business and can assist you with a project or ongoing services? Whether you need accounting clean up, accounting setup, reconciliations or financial statement delivery for tax time, I am here and ready to help you! Work with me and never get behind again! It is easy to work with me! Simply visit my website at simplifiedpartners.com and go to the Contact me page and fill out the form and I will respond to you within 2 hours (unless after 5:00pm central). Or, contact me here via Upwork messages. We will setup a free 15-minute Discovery Call to chat more about your needs. I can help get your finances organized so you can see a clear and accurate picture of your business finances, then let's schedule a consult! Whether you choose to work with me ongoing or for a one-time project, I will work hard to ensure your numbers are accurate and will help you understand more about your business than ever before. I am a bookkeeper and financial and business consultant for e-commerce businesses. Not only do I have experience in bookkeeping, I also have attained 15+ years experience in business strategy, finance and operations. I help you get your financials organized and then work with you to determine ways to become and stay more profitable. I strive to ensure my clients have clean and accurate financials so they have a clear picture of their business health. I can also help you identify areas in your business where expenses can be reduced and efficiencies can be gained. My uniqueness is firstly the time and dedication I give to each of my clients. I take the time to know you, your business, your accomplishments and struggles. Secondly, my unique experience in the areas of business operations, strategy and finance allows me to help the client take a thorough look at all areas of their business and determine what areas need improvement to reach their goals. I have worked across a wide range of industries including healthcare, medical device manufacturing, e-commerce, mitigation services and IT. I wish you much success with your projects! I would be thrilled to help you and your team should we be a good fit. Let me know if you have any questions and when you would like to discuss our next steps. Warmly, Leslie (Maria) Weaver

Strategic Planning
Tax Preparation
Research & Strategy
Executive Coaching
Six Sigma
Financial Analysis
Business Strategy
Finance & Accounting
Lean Consulting
Financial Planning
Strategic Plan
Business Management
Bookkeeping
Payroll Accounting
Accounting Basics
$150 hourly
- 5.0/5
- (42 jobs)
I am a results-driven financial leader with a proven track record of building robust accounting processes tailored to the unique needs of fintech startups. My expertise spans strategic tax planning, comprehensive bookkeeping, and tax preparation services, with a particular focus on emerging sectors like crypto, ai, e-commerce and real estate. As a Contract CFO, I have played a critical role in facilitating startup capital acquisition, creating scalable accounting frameworks, and ensuring financial compliance, which have been instrumental in driving growth and stability for innovative companies. With a deep understanding of the latest tax laws and regulations, I excel in designing and implementing streamlined processes that enhance efficiency, accuracy, and compliance. My ability to stay ahead of industry trends and legislative changes allows me to offer cutting-edge solutions that meet the evolving needs of clients. Whether overseeing audits, managing day-to-day bookkeeping, or preparing tax returns, I am committed to delivering exceptional financial stewardship and fostering the success of forward-thinking organizations. In short, what I'm selling is peace of mind. Entrepreneurs are experts in their craft and shouldn't be distracted or discouraged with the numbers.

Strategic Planning
Financial Projection
Company Valuation
Bookkeeping
Business Planning & Strategy
Cryptocurrency
Bank Reconciliation
Business Analysis
Accounting Principles & Practices
Accounting Basics
Tax Law Compliance
Tax Preparation
Financial Analysis
Tax Planning & Advisory
Strategic Plan
QuickBooks Online
Microsoft Excel
Startup Consulting
Corporate Tax
$70 hourly
- 4.8/5
- (14 jobs)
As a winner of over $400,000.00 in funding, Shira thrives as a skilled grant writer with a unique ability to deeply understand and powerfully represent her clients. Shira's strengths lie in her ability to help clients comfortably communicate their objectives, identity, vision, mission, and needs. She is known for being concise, communicative, professional, compassionate, and ahead of every deadline. Shira received her Bachelor of Science in Public Health from Temple University, acquiring a keen skill for attention to detail and proposal writing. Originally working in non-profit and government-funded agencies, Shira pivoted to the arts. Being a professional dancer provides her with a unique advantage when representing performance artists, choreographers, directors, and other creatives. Because of Shira's awareness of how sensitive one's art is, she can connect with clients on a deep level; providing a safe space for clients to be open and transparent as she develops their grant proposals. Shira is especially skilled in working with minority groups and underrepresented populations.

Strategic Planning
Document Review
Grant Writing
Proposal Writing
Administrative Support
Time Management
Microsoft Office
Scheduling
Grant Writing Consultation
Strategic Plan
$225 hourly
- 4.9/5
- (12 jobs)
Empowering start-ups, scale-ups, and departments by providing expert guidance in strategy, growth, and operations to help teams plan and execute successful growth initiatives. Seasoned executive and entrepreneur with a demonstrated history of strategic, financial, marketing, and operational skills and successes.

Strategic Planning
Business Planning & Strategy
Project Management
Market Analysis
Strategic Plan
Business Plan
Relationship Management
Financial Projection
Organizational Design & Effectiveness
Strategy
Human Resource Management
$75 hourly
- 5.0/5
- (56 jobs)
**Expert Vetted, representing the top 1% of Upwork talent!** **Featured on the Upwork website to represent the nonprofit expert category** I am a senior nonprofit writer, fundraiser and strategist with 20+ years of proven results, an MBA and a comedy background. My work can be inspirational, urgent, persuasive or funny! Let's tell your story! I take pride in providing exceptional service to my valued clients. My unwavering commitment to delivering prompt, high-quality work ensures your satisfaction. In addition, when faced with difficult decisions, I offer multiple options to help you make informed choices. If needed, I can make executive decisions on your behalf. Working with me is also a delightful experience as I maintain a positive, cooperative, humorous attitude. With my extensive experience, I have gained a deep understanding of community benefit organizations at every level; I am well-versed in all aspects of nonprofit management, including fundraising, program development, grant writing, board development, and communications. My areas of community benefit expertise: • Storytelling: unique content, blog posts, newsletters and fundraising appeals that bring in donations. • Grant writing and research: I have a proven track record of securing funding for nonprofit organizations through grant proposals and applications. I am skilled at identifying funding opportunities, crafting compelling proposals, and managing the application process from start to finish. • Fundraising strategy and planning: I help nonprofits develop comprehensive fundraising plans with multiple support channels, including major gifts, corporate sponsorships, events, and online giving campaigns. • Using cutting-edge technology: I quickly create content with current AI interfaces (ChatGPT and Grammarly). • ...and more! As a founder and performer of a nonprofit improv comedy theater, I am especially adept at finding the hook. I've trained at Upright Citizens Brigade (improv) and the Second City Training Center (sketch). As a result, I bring my off-the-charts creativity into every aspect of my work. I also teach improv and sketch comedy locally... but not on Upwork because that would be weird.

Strategic Planning
Business Strategy
Strategic Plan
Proofreading
Proposal Writing
Comedy
Email Marketing
Fundraising
Lead Generation
Nonprofit Organization
Copywriting
$35 hourly
- 4.9/5
- (20 jobs)
Hi there, I'm Brenna! I've been organizing everything around me since I was born. I have a love for good processes, ironing out problems to make things more efficient, and creating an awesome customer experience. Daunting projects and data entry call my name, and I end up doing simple accounting projects for my friends on the weekends. In my current position, I love to write relevant and detailed blog content for online marketing. If you need data entry help, CRM management, customer service assistance, or digital marketing planning and implementation, I'm the assistant for you!

Strategic Planning
Scheduling
Blog Writing
Article Writing
Customer Support Plugin
Digital Marketing
Strategic Plan
Expense Reporting
Process Improvement
Database Management
Community Management
Data Entry
$110 hourly
- 5.0/5
- (13 jobs)
I've been a career coach for the last four years, specializing in helping people navigate career transitions. My specialties include: + building a recruiting strategy + practicing networking + tailoring resumes to the job description + crafting creative and punchy cover letters + preparing for behavioral and case interviews + polishing soft skills + demystifying American recruiting practices, especially for international candidates Here's some of my favorite feedback I've received recently: "THANK YOU for your help and encouragement. Our sessions were definitely what got me through the finish line." "Thank you again for all of your help, you really made me feel so much better -- I feel like my stories have more substance now." "I followed your advice for networking on Linkedin. Got great response in a day. I can't thank you enough for all the effort you are putting into this to guide me."

Strategic Planning
Cover Letter Writing
Career Coaching
Interview Preparation
Research & Strategy
Case Studies
Behavioral Event Interview
Resume Writing
Strategic Plan
$125 hourly
- 5.0/5
- (10 jobs)
Are you a business owner looking to gain traction and scale sustainably? With over 15 years of experience in business operations, I help ambitious companies find direction, streamline operations, and set a solid foundation for growth. As a Fractional COO and EOS Integrator, I bring both strategic insight and hands-on, results-driven execution to every project. How I Help Businesses Thrive: Operational Excellence: I focus on building structured processes, aligning teams, and implementing scalable systems that support sustainable growth and drive traction. Proven Results: From a 600% revenue increase to a 50% improvement in organizational alignment, I’ve guided companies to measurable success. My approach is always client-centered, ensuring impactful results that move the needle. Specialized Expertise: Whether your business needs a comprehensive assessment, growth planning, or full EOS implementation, I bring the structure, clarity, and focus needed to succeed. Let’s connect to discuss how I can help your business grow, gain traction, and achieve long-term success. I’m here to be the strategic partner that takes your business to the next level.

Strategic Planning
Business Consulting
EOS
Process Improvement
Marketing
Advertising
Project Management
Business Analysis
Strategic Plan
Business Operations
Change Management
$150 hourly
- 5.0/5
- (30 jobs)
I scale and amplify brands in the $2MM–$50MM range to the next level by driving revenue growth, accelerating operations, and supercharging innovative marketing strategies. Proven hands-on leader: Former ABC, Disney, WB, NBC leader with expertise in SaaS, E-commerce, D2C, B2B, and AI Tech. As a top-rated, expert-vetted executive globally—ranked in the top 2 out of 18 million professionals on Upwork—I bring hands-on expertise as a Chief Revenue Officer (CRO), Chief Marketing Officer (CMO), and operations leader. My focus is on delivering measurable results through revenue acceleration, operational excellence, and cutting-edge marketing innovation. 👑 Expert Vetted Top 1% CMO, COO, CRO Globally 👑 Fortune 100 Global Enterprise, SaaS, E-commerce 💯 100% Rate & Satisfaction 5-Star CMO and a CRO 🌟🌟🌟🌟🌟 🇺🇸 USA-Based CMO - Los Angeles, California 💻 Hands-On CMO, COO, CRO with IT (CTO Bg.) Highlights 📊 Scaled & Optimized: Consulted over 316 brands in 6 years, driving transformative growth. 📈 Top 1% Global Executive: Recognized as a leading enterprise consultant for marketing strategy, brand building, and fractional CMO/CRO roles. Roles and Responsibilities 🛠️ Fractional CMO, CGO, COO: Delivering strategy and execution for growth. 🌱 Growth Strategist: Unlocking potential for startups, mid-markets, and enterprises. 📊 Go-to-Market (G2M) Strategy: Creating impactful marketing blueprints. 📈 Sales & Corporate Strategy: Aligning operations and revenue growth. 🏆 Corporate Brand Positioning: Building brands with purpose and precision. 📉 B2B & D2C Expertise: Tailored strategies to maximize market impact. 🤝 Sales Development & Marketing Synergy: Driving seamless integration for success. Specializations 🔝 Enterprise: Creating innovative solutions for Fortune 100 companies. 📈 Mid-Markets: Building scalable strategies to unlock growth. 🚀 Startups: Elevating emerging brands to compete at the next level. Proven Expertise 🎯 Digital Performance Marketing: Scaling revenue and reducing waste. 🎯 Budget Management: Oversaw annual budgets of up to $10MM for businesses valued at $50MM–$250MM. 🎯 Extensive Portfolio: Delivered results for over 300 companies in 7 years. Services and Specializations 🌐 Digital Marketing Strategy: ROI-driven campaigns with measurable results. 🏢 Corporate Brand Strategy: Creating market-dominant positions. 💻 Web & E-Commerce Development: Comprehensive solutions for online growth. Digital Expertise 🤖 Performance Marketing: Google & Facebook Ads: Expert in performance-based campaigns. 🛒 E-Commerce CPG: Revenue consulting to drive online success. 📧 Cold Email Marketing: Strategy with HubSpot and Keap CRM integrations. 🚀 CEO Advisory Roles: Supporting startups, SMBs, and enterprises. Leadership Strengths 🧠 Data-Driven Decision-Making: Leveraging analytics to guide strategies. 💡 ROI-Driven Innovation: Maximizing outcomes through creative solutions. 🗣️ Exceptional Leadership: Inspiring and managing global teams. 🎯 Business Operations Management: Streamlining processes for efficiency. Global Reach 🌍 Worldwide Impact: Delivering results across Canada, Australia, EU, and UK. Kevin Tash is a results-driven executive with two decades of experience shaping the digital and operational landscapes of leading enterprises. From Fortune 100 companies to disruptive startups, he has consistently demonstrated expertise in scaling revenue, optimizing marketing strategies, and driving operational excellence. Kevin’s ability to manage multimillion-dollar budgets and foster global collaborations makes him a transformative force in digital marketing and business leadership.

Strategic Planning
HubSpot
Business
Business Operations
Branding
Marketing
Strategic Plan
Brand Consulting
Automation
SaaS
Business Development
Freelance Marketing
Product Development
Brand Identity
Content Writing
Management Skills
$225 hourly
- 5.0/5
- (23 jobs)
After 15 years of running a profitable e-commerce brand, Canopy Verde, I have returned to my consulting roots to help businesses grow. I built my accessories brand from scratch and achieved profitability by year 2. I’m a creative problem solver and brand strategist who can help companies make the most of their resources. I have helped subscription brands, B2B services, SaaS, B2C products, and consumer goods companies scale their businesses. As founder of Canopy Verde, I drive every aspect of the business including branding, sourcing, design, product development, sales, PR, and logistics. Prior to starting my own brand, I managed the accessories category at Fila, ran B2B marketing at American Express, and conducted in-depth analyses for clients across different industries at Bain. My background: Upwork Top Rated Plus (top 3% of professionals on the platform) Branding, sales and marketing, business development, and operations - 15 years running profitable handbag brand, Canopy Verde Management consulting - Bain + projects for Fila and Cole Haan B2B sales and marketing - American Express, clients in SaaS, tech, and retail 15+ years in design, sourcing, and product development 15+ years of industry experience in D2C, fashion, apparel, consumer goods, e-commerce Columbia MBA & Brown graduate (Phi Beta Kappa) Language skills - Mandarin and Cantonese Minority-owned Woman-owned I help growing businesses prioritize their goals and maximize their resources. If you are a startup or mid-size business, I can be your business coach, brand strategist, and fractional CMO. If you run an established business, I can identify areas of growth, improve organizational effectiveness, and provide data-backed recommendations. Here are examples of business challenges I have helped with: How do we launch a new product and get our startup off the ground? How do we create a branding and marketing strategy that will position the company for success? How can we streamline operations and improve efficiency & profitability? How do we compare to our competitors? As a management consultant, I can get up to speed quickly on an industry, gather data from various sources, and provide a comprehensive overview. I can also help with business plans, branding, and marketing strategies. I have advised companies from pre-launch startups to established brands like Fila and Club Monaco. Please get in touch if you would like samples of previous work or client referrals.

Strategic Planning
Brand Strategy
Financial Projection
Product Development
Startup Company
Industry Research
Competitive Analysis
Branding & Marketing
B2C Marketing
B2B Marketing
Sales & Marketing
Business Plan
Business Operations
Management Consulting
Growth Strategy
Strategic Plan
$150 hourly
- 4.9/5
- (181 jobs)
👉 🎉Recent Client Successes: A BIG UPDATE and Congratulations to my client Continuum AI for closing their $4.1M Seed round with Cowboy Ventures leading. Previously Continuum oversubscribed their pre-seed round in under 90 days. Nice work team! SUREPASS just closed their $2M Seed round. Congratulations to the team for bringing that round to a close. 👏👍 And, congratulations to several of my other clients for recently closing their funding rounds. DeepCharge was accepted into and completed the MassChallenge venture accelerator. Alleo AI and Equility recently were funded by and completed their TechStars cohorts. 👏 With 25 years in the startup ecosystem as both an advisor and a founder (2 successful exits, 3 soul-crushing failures), I have a deep understanding of the hurdles and challenges that founders face when trying to launch and raise capital. My commitment? To arm entrepreneurs with the tools and insights needed to see around corners, navigate the inevitable obstacles, and take their products to market. Founders come to me because they are raising their pre-seed, seed, or Series A funding rounds. I work with them in three key ways: --- 1. INVESTOR DECKS—I have created thousands of investor decks, and I understand exactly how to craft a story that addresses the motivations of early-stage angels and VCs. I emphasize a key lever missing in 99.9% of startup decks. --- 2. INVESTOR PLAYBOOK & FUNNEL—Depending on your needs, I will either advise you on exactly how to run a disciplined investor campaign or I will manage the entire campaign on your behalf, freeing you up to launch. --- 3. OR BOTH • Top Rated: I bring a 100% Job Success Score and a Top Talent rating on Upwork, bolstered by hundreds of 5-star reviews and pages of positive comments. • Recent Client Successes: Alleo AI and Equility closed pre-seed funding and completed TechStars. Continuum AI swiftly oversubscribed their seed round in just 90 days, while Alloy topped $1M in ARR within 10 months of launch and closed their seed round. • Scope of Expertise: My work spans thousands of investor-focused assets, including decks, deal memos, and outreach templates across diverse sectors such as B2B SaaS, AI, prop-tech, D2C, retail, deep-tech, hardware, and more. I have facilitated fundraising efforts ranging from $500k pre-seed rounds to $60M Series B ventures. I also have an MBA from the Kelly School and a Certification in Supply-Chain Management from MIT. • Strategic Roles: Previously, I served as the Chief Strategy Officer for a trailblazing IoT company, focusing on equity funding and investor relations. • Previous Exit: Successful start-up founder with 25 years of experience. From 2010 to 2017, I grew an investor-backed B2B SaaS start-up from zero clients to over 130 distribution partners in a dozen countries. We exited in 2017, selling to our largest client. • Network: My connections include angels, VCs and micros, and I’m a vetted mentor with accelerators like TechStars, Boomtown, MassChallenge, and Volta. I've been fortunate in my career to have my work featured and profiled in the media, including the Wall Street Journal, as well as in several books, including best-seller The Customer Funded Business by Dr. John Mullins and Business Results Revolution by Sandy Richardson.

Strategic Planning
Lean Startup
Startup Consulting
Strategic Plan
Business Planning & Strategy
Fundraising
Venture Capital Consulting
Venture Capital
Pitch Deck
Business Plan
Sales Development
Business Writing
Pitchbook
Solution Selling
Sales & Marketing
Sales
$50 hourly
- 5.0/5
- (9 jobs)
With over 7 years of immersive experience in the marketing realm, I am your go-to partner for elevating your brand's online presence and achieving meaningful growth. As a master's graduate in Marketing and Branding, I bring a wealth of expertise to the table, ensuring that every strategy is meticulously crafted to resonate with your target audience and drive tangible results. Why Choose Me: If you’ve been burned by lackluster marketing professionals in the past, rest assured, you’re in capable hands now. My extensive background spans across diverse industries, from chocolate factories to medical practices, empowering me with a comprehensive understanding of what it takes to succeed in today’s competitive landscape. My Digital Journey: In the scope of my digital journey, I’ve accomplished remarkable feats, specializing in social media strategy, content creation, copywriting, and comprehensive marketing services. Partnering with a team of seasoned professionals, I deliver tailored solutions that transcend mere aesthetics, ensuring that every aspect of your brand's online presence is strategically optimized for maximum impact. What I Offer: Social Media Done-With-You Services Social Media Done-For-You Management Digital Strategies Facebook Ads Google Ads TikTok Ads Web Designing Branding Copywriting Video Editing Why We’re a Match: If you're seeking a partner who not only understands your pain points but also possesses the expertise to solve them, look no further. My methods are rooted in data-driven insights and industry best practices, ensuring that every decision is backed by sound rationale and tailored to your unique goals. From boosting brand awareness to driving conversions, I am ready to dive in and help you achieve unparalleled success in the digital realm. Let’s transform your brand together. Reach out today, and let’s embark on this exciting journey towards digital excellence.

Strategic Planning
Brand Strategy
Social Media Advertising
Copywriting
Social Media Content Creation
Video Editing
Strategic Plan
Time Management
Graphic Design
Ad Copy
$55 hourly
- 5.0/5
- (14 jobs)
Experienced Human Resources Manager, SHRM-CP certificant, and Army Veteran, with over 12 years of progressive HR and leadership experience. Adept at implementing new systems/software, policies and procedures, Employment Law and Compliance, Recruitment/Sourcing, Employee Relations, KPI/metrics reporting/analysis/interpretation, process improvement, and the advisement of Executive Leadership at the strategic level. I bring a passion for workplace culture, learning and professional development, and overall HR administration via excellent time management skills.

Strategic Planning
Microsoft Excel
Employment Handbook
Data Analysis
Human Resources Consulting
Training & Development
Human Resources Compliance
Strategic Plan
Applicant Tracking Systems
Mediation
Compensation
Employee Relations
Job Posting
Compensation & Benefits
$125 hourly
- 5.0/5
- (13 jobs)
Hi! My name is Liz! I help DTC brands increase revenue by 10%-50%, permanently, with automated email and SMS flows, done-for-you newsletters, and re-engagement campaigns. My main focus for all my clients is post-purchase revenue, simply, to keep your customers coming back for more - so you can spend your money to acquire customers more efficiently. Here are some of the results I’ve achieved for my clients: ● Increased monthly returning customer rate from 12.56% to 21.1.2%. ● Increased post-purchase revenue from 12.16% to 30% consistently with Klaviyo email automation and campaigns. ● Successfully launched and sold out a product for a client - giving them more than $20,000 in organic sales in one day! What Softwares do you use?  I specialize in Klaviyo and have built six-figure email marketing machines for eCommerce Stores using the software. How do you achieve this?  Via email and SMS marketing and automation, with carefully executed strategies Whom Do I Serve?   To achieve the highest ROI, I love working with start-up e-commerce store owners! I also work with established brands to ensure their retention marketing is efficient, and getting the highest ROI possible. What Experience Do You Have?   I’ve worked with multi-million dollar eCommerce brands. Getting to see the inner working of these huge businesses has made me an expert in how to get massive ROI from retention marketing. What’s Next?  If you want to build an automated, money-making retention marketing machine for your eCommerce store, let’s talk.

Strategic Planning
Customer Retention
Strategic Plan
Email Deliverability
Shopify
SMS
Marketing Strategy
Marketing Automation
Email Marketing
Email Copywriting
Sales & Marketing
Copywriting
Klaviyo
Email Marketing Strategy
Email Campaign Setup
$50 hourly
- 5.0/5
- (19 jobs)
Goal-oriented individual with applied mathematics, statistics, finance, and programming languages background that strives to excel in all given tasks. Has strong financial knowledge with skilled analytics, modeling, and valuation. Adapts quickly to all work environments while maintaining a high level of accuracy and ensures timely completion of deadlines.

Strategic Planning
Data Analytics
Data Analysis
Strategic Plan
Presentation Design
Finance & Accounting
Excel Formula
Financial Analysis
Analytics
Financial Modeling
Financial Planning
Investment Research
Information Analysis
Microsoft Excel
Data Entry
$45 hourly
- 5.0/5
- (4 jobs)
Hello! I’m Marco, a Chief of Staff with over 6 years of experience in operations and executive support. I’m all about driving operational excellence, refining processes, and leading cross-functional teams to success. Here’s What I Bring to the Table: • Communication Wizard: I’m a top-notch communicator who effortlessly connects with stakeholders at all levels, both within the company and with external partners. • Detail-Oriented Perfectionist: With a sharp eye for detail, I make sure every task meets the highest standards and deadlines are always met. • Strategic Problem-Solver: I love spotting opportunities and challenges and then crafting innovative solutions to tackle them head-on. What really lights my fire? Supporting founders and executives. I get a real kick out of helping them achieve more by giving them back their time, so they can focus on their strengths and what truly matters. I’m all about making a difference and bringing positive energy to every project. I can’t wait to bring my strategic thinking and leadership skills to exciting new challenges. Let’s connect and make something extraordinary happen together!

Strategic Planning
Task Coordination
Continuous Improvement
Team Management
Customer Service
Google Workspace
Business Management
Process Improvement
Customer Satisfaction
Sales
Project Management
Business Operations
Strategy
Strategic Plan
$175 hourly
- 5.0/5
- (7 jobs)
As a certified executive coach, I am putting my experience and life lessons to work, helping to impact the success of a new generation of leaders and executives. Equal parts strategy, operations, and technology have given me a career of breadth and depth, both of which I'm grateful for. As an active listener and lifetime learner, I have successfully adapted across the domains of healthcare, higher education, academic medicine, and technology. Leadership is my passion and embracing servant leadership has been the most impactful part of my career evolution. Leaders serve people, people form teams, and teams do amazing work!

Strategic Planning
Blog Content
Blog Writing
Leadership Skills
Executive Coaching
Addiction
Healthcare
Strategic Plan
Leadership Development
Career Coaching
Leadership Training
Project Management
Management Skills
Coaching
$70 hourly
- 5.0/5
- (50 jobs)
Hi, my name is Gabby! I am committed to helping individuals and organizations thrive by developing impactful Human Resources solutions across key areas such as policy and procedure creation, employee engagement, compensation, DEI consulting, recruitment, etc. With extensive experience in Talent Acquisition, I currently serve as Vice President of Operations at a global talent advisory and executive search firm, bringing a deep understanding of the hiring process from both sides of the table. I have over 6 years of experience working within Human Resources for global organizations. Career coaching is a passion of mine, rooted in the philosophy of paying it forward. I have been fortunate to receive guidance and mentorship throughout my journey, and it’s my mission to offer the same support to others. My coaching style is intentional and adaptive—I’ll encourage and push you when needed, help you find self-compassion during challenging times, and celebrate with you as you reach your career goals. Leading a dynamic recruiting team daily, I understand the value of viewing my clients not just as clients, but as teammates. Together, we’re working toward shared success. What I Offer: Complete Human Resources Assistance (policies and procedures creation, payroll and benefits, talent recruiting and sourcing, handbook review, etc.) Resume, Cover Letter, and LinkedIn Optimization DEI and Career Consulting Services Interview Preparation and Constructive Feedback Employee Engagement and Talent Development Strategy Sessions Why Work With Me? Through a genuine, empathetic, and transparent approach, I’ll take the time to truly understand your career goals, delivering a product you’ll feel confident about. Accountability and trust are at the heart of my process, and through clear communication and vast expertise in talent acquisition, I aim to become one of your biggest supporters on your career journey. If you’re unsure where to start, please check out my consultation link below. I’m here to help you advance with purpose and confidence!

Strategic Planning
Life Coaching
Coaching
Diversity & Inclusion
Career Coaching
Resume Development
Culture
Resume Design
Operational Planning
Strategic Plan
Recruiting
Recruiting Process Consulting
Resume Screening
$90 hourly
- 5.0/5
- (126 jobs)
*****Over 14 years on Upwork, 5,000 hours, I have worked 120+ different contracts with all my feedback rating 5 Stars, 100% Job Success and I have earned the TOP RATED PLUS badge!!!***** I'm a CRM Automation Specialist and IT Strategist with 25+ years of experience helping businesses of all sizes leverage technology for growth. I specialize in: CRM Implementation & Optimization: GoHighLevel, Keap (Infusionsoft), ActiveCampaign, HubSpot Complex Automations & Workflows: E-commerce, Marketing, Billing Integrations: Zapier, Mailgun, ClickFunnels, LeadPages, Twilio, DocuSign, Zoom, & More Custom API Development (Connecting CRMs with external systems) 1-on-1 & Team Training: Maximize CRM efficiency and unlock hidden potential Experience: Helped businesses automate complex workflows and marketing/billing processes across various CRMs. Successfully migrated clients from legacy CRMs to modern solutions. Provided expert training to empower teams for optimal CRM utilization.

Strategic Planning
Automation
Customer Relationship Management
Mexican Spanish Dialect
Microsoft Excel
CRM Software
Keap
Zapier
Email Campaign Setup
HubSpot
HighLevel
Strategic Plan
ActiveCampaign
HTML
$100 hourly
- 5.0/5
- (40 jobs)
Your Secret Weapon for getting out of the weeds in your business and back to what you love, so you can focus on growth, innovation, and profits Hi! I'm Gwendolyn, and I'm super excited when it comes to all things in the backend of your business and I'm so glad you're here! In 2013, I was diagnosed with Systemic Lupus and had to retire from my corporate job. It was during recovery that I said "Lord, what am I supposed to do? How can I take care of myself, do something I love and still contribute to my family financially?" I heard his response clearly, "it's in your hands." So I started thinking about all the admin and operations work I did in the corporate world for nearly 15 years and began researching if that was possible to do in the virtual space, and found there was an entire industry online doing what I was good at. I had no plans or desire to become an entrepreneur, but I had a choice to make. Go back to Corporate America and deal with the bureaucracy when it came to needing time off, doctor's visits, etc., continue fighting the social security administration to prove I needed support, OR create a business that had the potential to replace my corporate income, give me the freedom and flexibility I needed to take care of myself, and work with amazing people across the globe. I chose #3. And since then, my team and I have helped dozens of professional service providers, coaches and consultants with everything from calendar management, client onboarding, speaker manaegment, social media management, systems implementation, billing & invoicing, and the list goes on. Operations is our jam! I've done some other cool stuff too like: Studied at some of the top private institutions in Illinois. Earned a Masters Degree in Organizational Leadership from Lewis University. Earned a Bachelors Degree in Business Information Systems from DeVry University. Been recognized as one of the most influential women in business by the Daily Herald Business Ledger in partnership with the National Association of Women Business Owners – Chicago Chapter and the Women’s Innovation Network. Received the Elizabeth Timpton’s Girls Mentoring Award for my work in the community by Passages Alternative Living, Inc. And was one of twenty emerging leaders in the US selected as the receipient of the 2012 Judith O’Connor Scholar Award for Emerging Nonprofit Leaders by BoardSource. Whew, I know right, a mouth full. MY MODUS OPERANDI Kolbe- A: 8-6-3-3 MBTI: ESTJ My Rocket Fuel: Being an Integrator

Strategic Planning
Data Entry
General Office Skills
Management Development
Office Administration
Business Management
Business Consulting
Scheduling
Project Management
Strategic Plan
$90 hourly
- 5.0/5
- (6 jobs)
I have over 18 years' experience in auditing and accounting for non-profit organizations, as both an Auditor and Director of Accounting. I also have experience in auditing and financial statement preparation of a wide variety of other entities, including financial institutions and small business. Experiences include audit, risk assessment, financial statement preparation, chart of accounts creation, accounting standards research and implementation, budgeting, data analytics, management of accounts payable and receivable, internal control evaluation, policy and procedure analysis and updates, general bookkeeping, and information system implementation. I earned my Bachelor's and Master's degrees in Accountancy in 2004. I became a licensed CPA in 2005 in Missouri, and maintained an active license until 2015, when I inactivated it because I was no longer in public accounting. I consider myself tech-savvy and took particular interest in accounting information systems when choosing my coursework and training over the years. I am proficient in MS Excel, MS Dynamics GP, Xero, and Quickbooks. I am happy to pick up an learn any other software offered or required. I highly value honesty and integrity. Because of this, I find it necessary to state up front that my freelance work is primarily performed in evenings, nights, and weekends, and I will have limited day time availability, but do have flexibility for occasional daytime meetings or calls.

Strategic Planning
Acumatica
Financial Reporting
Accounts Payable Management
Xero
Strategic Plan
Microsoft Excel
Data Analysis
Budget Management
Bookkeeping
Bank Reconciliation
Intuit QuickBooks
$100 hourly
- 5.0/5
- (103 jobs)
I am a freelance writer, editor, strategist, and consultant. After earning my Bachelor's summa cum laude from Dartmouth College, I obtained a MA at SOAS and a PhD in cultural anthropology at Boston University. I emphasize attention to detail, efficiency, and balance in my work, but allow innovation and opportunity to shape my efforts. I have spent the last 2 years working in the startup realm, supporting fledgling startups through ideation, business planning, and seed round fundraising. I provide deck analysis and development, and work with startups to appeal to arrange of audiences and investors. As a writer and editor, I streamline writing while creating authoritative voice and consistent style. My background in anthropology allows me to speak effortlessly in a number of registers, and I thrive when working on writing aimed at a diverse audience. I have ghostwritten scholarly works for academics, institutions, and governments. As a general business strategist, I develop actionable plans that emphasize creative, person-centered solutions to a wide variety of business problems. I ensure companies present holistic, fresh brands that appeal to diverse audiences. I transform "learning what customers want" into "providing what customers need" by developing evidence-based options to meet challenges in product design, diversity hiring, brand development, and corporate education.

Strategic Planning
Academic Writing
Public Speaking
Ghostwriting
Qualitative Research
Writing
Brand Management
Copy Editing
Strategic Plan
Survey Design
$50 hourly
- 5.0/5
- (35 jobs)
With over 10 years of professional experience spanning various disciplines such as urban design, urban planning, landscape architecture, community engagement, and graphic design, I bring a wealth of expertise to elevate your projects to new heights. Layout and Design: I am proficient in setting up document templates and layouts that enhance the overall presentation of your content. Using my graphic design expertise, I craft visually appealing charts, graphs, and infographics that make complex data accessible and easy to comprehend. Through a creative and intuitive approach, I ensure that your information is showcased in an aesthetically pleasing and impactful manner. Cartography and Visual Communication: With a strong background in cartography, I am adept at creating dynamic and informative maps that visually communicate spatial data. Whether it's mapping urban developments, environmental features, or community resources, my cartographic skills help tell compelling stories through visual representation. Beyond maps, I can craft interesting infographics that display your information in more compelling ways, both on a static and interactive basis using Adobe Illustrator or PowerBI. Presentations and Storytelling: My expertise in survey analysis and data interpretation enables me to create powerful presentations that go beyond just showcasing numbers. I understand the art of storytelling and use it to craft presentations that captivate and engage your audience. Whether it's presenting creative design proposals, detailed technical data, or sales and marketing reports, I ensure that each presentation is a cohesive and impactful narrative. Technical Writing and Proofreading: I offer a comprehensive service that ensures your reports are polished and error-free. Having successfully managed complex reports in the past, I excel at combining narratives with associated tables, maps, graphics, and figures. Whether it is an award proposal or school presentation, with my attention to detail and strong grasp of spelling and grammar, I will ensure that your content is clear, concise, and professionally presented. Content/Blog Writing: In addition to crafting concise blog posts and compelling marketing materials, my expertise lies in helping you communicate your message effectively to your target audience. Leveraging my background in data analysis, cartography, and graphic design, I create captivating visuals that not only inform but also engage readers. Whether it's creating data-driven infographics or interactive content, I am passionate about presenting information in a way that resonates with your audience. Proficiency in Various Tools: I am well-versed in a wide range of tools essential for project execution. From InDesign, Illustrator, Photoshop for graphic design, to ArcGIS (Pro, Online, Business Analyst Online) for cartography and spatial analysis, to Sketchup for 3D modeling, Excel for data analysis, PowerBI for dynamic dashboards, and Word and PowerPoint for documents and presentations. My skill set allows me to seamlessly work across different platforms, delivering top-notch results. With a passion for excellence and a commitment to making my clients happy, I am excited about the opportunity to collaborate on your projects. If my diverse skill set aligns with your needs, please do not hesitate to reach out. Looking forward to the possibility of working together.

Strategic Planning
ArcGIS
Urban Planning
GIS
Copy Editing
Writing
SketchUp
Landscape Design
Autodesk AutoCAD
Strategic Plan
Concept Design
Typography
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