Hire the Best Financial Planners

⭐⭐⭐⭐⭐ I’m a Google Sheets & Excel expert with 5 years of experience creating smart, easy-to-use planners that help people stay organized and plan their lives. I design budget planners, wedding planners, and many other custom tools tailored to your needs. If you want a clean, functional, and personalized spreadsheet that makes life easier — I’m here to help!

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

I help founders and managers obtain absolute clarity, recovered time, and the elimination of operational friction by translating manual and messy data into automated, intuitive, and structured systems you can actually trust. 📊 Built 50+ dashboards, automations, and reporting tools that clients use in their real day-to-day work 💼 Worked with all kinds of businesses, from marketing and operations to finance and more, translating messy reality into clean, structured systems 🏅 Earned Top Rated (Top 10%) in Spreadsheet Development in just 3 months by focusing on accuracy, stability, and long-term usability 🤝 Trusted for fast communication, curious questions, and solutions that fit each client’s unique needs and workflows I’m William, a spreadsheet and automation nerd in the best way: I like understanding how your work really runs, then quietly building tools that make it lighter, faster, and easier to manage. For the past 4+ years, I have helped businesses turn scattered, exhausting workflows into practical, result-focused systems. My expertise lies in cleaning up messy data architecture so it becomes completely reliable, automating repetitive tasks so they stop eating your week, and building streamlined, intuitive dashboards that actually drive daily decisions. My job is to handle the complex engineering in the background so you can recover your time, gain absolute clarity, and focus on driving the business forward, without ever having to become “the spreadsheet person. 📊 What I Can Build for You • Client & Lead Management Systems → Engineered CRM dashboards and lead pipelines that streamline follow-ups, centralize interactions, and drive conversions—making client management smooth and scalable. • Finance & Forecasting Dashboards → Developed automated tools to track budgets, cash flow, savings, and debt—built for clarity, daily decision-making, and long-term financial insight. • Sales & Performance Analytics → Designed actionable dashboards that spotlight team performance, product sales, and revenue growth—optimized for weekly, monthly, or annual tracking. • Inventory & Operations Trackers → Built end-to-end systems to monitor stock, trace production, and automate data capture—bringing structure, speed, and visibility to daily operations. • Marketing & Content Dashboards → Created data-driven tools to track lead growth, campaign results, YouTube insights, and content plans—automated and visual for instant clarity. • Custom Reporting & Automation Systems → Delivered fully tailored reports, planners, and trackers aligned to client workflows—no complexity, just fast insights and clean execution. 🛠 Tools & Tech I Use • Spreadsheets – Google Sheets & Excel: Advanced formulas, pivot tables, data validation, and other core spreadsheet functions • Automation & Scripting – Google Apps Script, Zapier, Make(.)com, Airtable Automations to eliminate manual workflows • Dashboards & Reporting – Aesthetic, intuitive dashboards in Google Sheets & Looker Studio with KPI trackers and real-time data updates • Data Analytics – From data cleansing and management to insights-driven recommendations • Integrations – QuickBooks, HubSpot, Mailchimp, ActiveCampaign, YouTube & OpenAI APIs, Google Analytics/Ads, custom API connectors • Google Workspace – Docs, Slides, Drive, Calendar for seamless document creation and sharing 🗣 Client Testimonials Summary “Working with William has been a fantastic experience for many clients. He’s highly skilled in Google Sheets and data management, and always delivers high-quality, reliable results. Clients appreciate how he listens closely to their goals and offers thoughtful recommendations to achieve the best outcomes. His dashboards are not only functional but also clean, intuitive, and easy to use, making data management effortless. William communicates clearly, responds quickly, and consistently meets deadlines. He goes above and beyond expectations, and clients frequently return to work with him again. A trusted expert for anyone looking to streamline their data and reporting workflows.” 🚀 Ready to Simplify, Automate & Visualize Your Data? If you’re losing hours fixing spreadsheets, updating numbers by hand, or second-guessing your dashboards, let’s fix that. Send me a quick message about your current setup and what you wish it could do instead. I’ll help you turn it into a clear, automated system you can rely on every day.

Are manual reports, repetitive Excel tasks, or messy spreadsheets slowing down your business? I help businesses automate Excel workflows, build interactive dashboards and create custom spreadsheet systems that save time, reduce errors and simplify/Improve decision-making. I’m Waqar, a Top Rated Excel Automation Specialist with 8+ years of experience delivering scalable solutions using advanced Excel, VBA and Power Query. ✅ Services I Provide: 📊 Excel Dashboard Development & KPI Reporting Interactive dashboards for sales, performance tracking, and business insights. 🧮 Advanced Excel Formulas & Spreadsheet Optimization Complex calculations, logic building, and performance improvements. 🤖 Excel Automation (VBA & Power Query) Automated reports, data processing systems, and workflow optimization. 📈 Data Analysis & Visualization Transform raw data into structured, decision-ready insights. 🧩 Advanced Excel Templates & Custom Systems Custom-built trackers, planners, and automated business tools. I specialize in building efficient, reliable Excel systems that eliminate manual work and improve how businesses manage and use their data. Every solution is designed to be accurate, scalable and easy to use, so you can focus on running your business instead of fixing spreadsheets.

If your team is buried in manual spreadsheet work, waiting on reports that should update themselves, or patching together systems that break every week — that's the problem I solve. I'm a Top Rated Google Sheets and Excel automation specialist with 7+ years of experience and a 100% Job Success Score across 60+ completed projects. I build dashboards, business systems, and automated workflows for companies in finance, healthcare, e-commerce, and education — systems that save teams hours every week and keep running without you touching them. WHAT I BUILD FOR YOU ➤ Google Sheets dashboards with live KPIs, dynamic charts, and auto-refreshing reports — so you stop building reports and start reading them ➤ Google Apps Script automations that eliminate copy-paste tasks, send alerts, and connect your tools without expensive software ➤ Business systems in Sheets or Excel — CRMs, inventory trackers, hiring pipelines, budget planners, and project managers built to scale with your business ➤ Excel workbooks with advanced formulas, Power Query pipelines, and VBA macros that handle the heavy lifting automatically ➤ Google Workspace integrations — Forms → Sheets → Drive → Gmail, fully connected and automated end-to-end ➤ Financial models and data analysis that turn raw numbers into decisions you can act on confidently HOW I WORK (AND WHY CLIENTS KEEP COMING BACK) ✔ Every solution is documented and walked through with your team so anyone can use it from day one — no black boxes ✔ I think like a business owner first, developer second — I ask what the system needs to do for your operations before I write a single formula ✔ Clean, scalable builds only — nothing held together with workarounds that break six months later ✔ Fast turnaround with clear communication — 0 to 4 hour response time, every time WHO I'VE HELPED Finance teams that needed real-time P&L dashboards instead of end-of-month surprises — eliminating manual reporting entirely. E-commerce operators drowning in manual inventory updates — automating what used to take 3 hours into a one-click refresh. Healthcare teams spending hours on compliance reports — rebuilt into dashboards that update automatically. Education businesses tracking student data across disconnected sheets — consolidated into one live system. The common thread: manual processes eating time that should be spent running the business. That's what I fix. If you have a spreadsheet problem, a workflow that needs automating, or a reporting system that doesn't exist yet — send me a message. I'll review what you need and tell you exactly how I'd solve it.

I started my journey in KDP formatting with one clear goal — to build a successful online career while helping authors overcome one of the biggest challenges in self-publishing: professional book formatting. I noticed that many talented writers were struggling to publish their books because of technical formatting issues such as incorrect margins, bleed errors, broken tables of contents, spacing problems, and non-embedded fonts. These small mistakes often caused book rejections on Amazon KDP and other self-publishing platforms. That inspired me to master professional eBook formatting and print book formatting in depth. Since then, I’ve helped authors publish their books smoothly, professionally, and stress-free across Amazon KDP, Kindle Direct Publishing, IngramSpark, Lulu, and other publishing platforms. Over the years, I have professionally formatted 300+ books, including Kindle eBooks, paperback formatting, hardcover book formatting, low-content books, journals, planners, and workbooks across different genres and publishing styles. My services include: • Amazon KDP formatting • Kindle eBook formatting • Paperback and hardcover formatting • KDP interior design • Print-ready PDF formatting • ePub conversion • Book layout design • Table of contents formatting • Margin and bleed setup • Typography and spacing optimization • Clickable TOC for Kindle • KDP upload support and publishing assistance My focus is not only on formatting a book — but on creating a polished, reader-friendly, and fully publishing-ready product that looks professionally published from the very first page. I pay close attention to every detail to ensure your book meets Amazon KDP guidelines and publishing standards, including: * Clean and modern book layouts * Professional typography * Proper spacing and alignment * Error-free formatting * Embedded fonts * KDP-compliant margins and bleed settings * High-quality print-ready files * Professional Kindle formatting for all devices I believe professional book formatting builds trust with readers, improves readability, increases publishing success, and helps authors create a strong first impression. My goal is to make the self-publishing process easier, faster, and completely hassle-free while delivering high-quality results every author can confidently publish.