Top Rated Virtual Assistant / OBM, Social Media & Marketing, Web & Brand, Bookkeeping Company We’re a US-based business support services company providing flexible, by-the-hour support across: - Virtual assistant and OBM services - Social media marketing & advertising (SMM) - Content creation - Web design, branding & creative services - Bookkeeping & back-office support - Fractional C-Suite leadership (CEO, CFO, CMO, COO) We specialize in supporting SMBs from $100k in annual revenue through 8-figure companies, helping founders and executives grow without the overhead of full-time hires. Our expertise - Virtual Assistant & OBM support: Admin, operations, scheduling, project management, team coordination, system implementation - Social Media Marketing & Advertising: Instagram, Facebook, Threads, LinkedIn, X, Pinterest, content creation, paid campaigns, reels, stories, highlights, influencer collaborations, AI-powered marketing strategies - Branding & Content Creation: Logo design, brand identity, guidelines, press/media kits, packaging, pitch decks, reports, white papers, and marketing collateral - Web Development & Digital: WordPress, Webflow, Squarespace, Wix, HubSpot, Shopify, CRM/CMS builds, landing pages, SEO, analytics, custom websites - Graphic & Print Design: Adobe Creative Cloud (Photoshop, Illustrator, InDesign, XD), Canva, digital and print-ready layouts - Email & Marketing Automation: Campaign strategy, design, copywriting, and automation in Constant Contact, Mailchimp, and more - Bookkeeping: Full-service bookkeeping, reconciliations, reporting, payroll support, financial tracking - Fractional C-Suite: Strategic leadership across CEO, CFO, CMO, COO roles Industries & clients We’ve served 600+ clients in the last 2 years with a 90%+ all-time retention rate. Trusted by names like the Almost 30 Podcast, Timbaland, RHW cast members, 305 Fitness, IMG NYC Real Estate, Anthropologie, East and Lane Photography, Girl Gone Bronde, Burncycle, and many more. Our team spans 43 states and brings experience in nearly every industry imaginable, with the ability to provide local knowledge and in-person support when needed. Why clients choose us on Upwork - Proven track record, with our average client growing 40% every 6 months - Top-tier US talent with a <0.01% acceptance rate for applicants - Flexible model with no minimum and no long-term commitments, scaling support to fit your needs - Practical, measurable results that make a difference for your business When you need high-quality business support but aren’t ready to hire full-time, we step in as the plug-and-play team that grows with you.

I build revenue and operational systems that scale - with speed, precision, and investor-aligned strategy. As a fractional Chief Revenue Officer (CRO) and COO, I work with startups, scaling companies, and PE/VC-backed ventures to diagnose bottlenecks, build systems, and unlock growth. I don’t just create strategy. I execute it, hands-on, with measurable results. ⸻ What I Do Best: • GTM strategy, sales system architecture, and pipeline design • CRM setup, outbound engines, lead gen, and automation infrastructure • RevOps dashboards, funnel visibility, KPI modeling, and team accountability • Operational scale: org structure, process design, automation, and cost reduction • Product + buyer alignment: sales feedback loops, onboarding, and UX consulting • Investor-aligned growth plans: building for cashflow, fundraising, or exit ⸻ Proven Across Multiple Sectors: • For a B2B software platform, I built the entire go-to-market infrastructure from scratch: CRM, outbound sequences, scraped lead enrichment, email drips, and sales onboarding. This resulted in a 1,000%+ increase in qualified inbound leads in under 4 months. • For an HR tech company, I identified key product and onboarding issues, stabilized adoption, and brought in a technical partner to revamp UI, fix system outages, and align dev sprints to customer needs. • For a staffing and recruiting firm, I launched an inside sales team, created outbound frameworks, and implemented a CRM-based workflow that more than doubled MRR in 6 months. • For a real estate investment group, I led fundraising strategy, investor comms, and built a sales funnel that helped raise multi-7-figure capital in under 90 days. • For multiple consumer brands and CPG ventures, I designed growth systems blending paid acquisition, lifecycle marketing, and lean sales processes to convert high-ticket inbound leads. ⸻ Career Highlights: • $500M+ in total lifetime sales across tech, real estate, and capital raises • Scaled SaaS ARR 300% YoY with full-stack GTM rebuild • Closed enterprise deals up to $40M+ with Fortune 500 buyers • Built and led 100+ rep sales orgs across 3 industries • Cut churn to <5% through onboarding and CX optimization • 4× enterprise pipeline growth in 90 days via outbound and inbound systems • Managed technical transitions, system audits, and team integrations post-M&A ⸻ Why It Works: I blend deep revenue experience as a multi-time sales exec with operational firepower as a former founder/operator, and a capital lens from my work in venture capital and private equity. I know what buyers respond to, what investors expect, and how to engineer systems that support both. If you’re looking for someone who can step in, uncover the root issues, and build the revenue engine your business needs to scale, I’m that guy.

You shouldn't be hearing about financial problems at the deadline. You should be equipped to see them coming. Running a business across borders, or simply trying to get your finances truly under control, demands more than a bookkeeper. It demands a senior finance partner who handles the complexity so you can focus on growth. With 8+ years of experience supporting startups, SaaS companies, ecommerce businesses, consulting firms, professional service providers, and growing enterprises across India, the US, and the UAE, I help businesses stay compliant, investor-ready, and financially confident through strategic finance, accounting, taxation, and Fractional CFO services. Many clients engage me as an ongoing finance partner, helping them manage compliance, reporting, forecasting, cash flow, and strategic financial decision-making as their business scales. 🌐 India · US · UAE Tax & Compliance Precision compliance and tax planning across the jurisdictions that matter most. ▸ Corporate Tax Returns, GST Returns, TDS Compliance, Income Tax Filings, and VAT Compliance ▸ US Tax Compliance, State Registrations, De registrations, and Ongoing Multi-State Compliance ▸ Tax Planning & Tax Structuring for founders, consultants, startups, and international businesses ▸ Cross-Border Tax Planning, DTAA Advisory, Transfer Pricing (Form 3CEB), and International Income Structuring ▸ Relocation Tax Support and Global Income Planning for founders and professionals moving across jurisdictions ▸ Proactive tax risk assessment to identify compliance gaps before they become costly issues 📊 Accounting & Financial Management Financials your investors, lenders, and leadership team can actually rely on. ▸ Bookkeeping and Accounting Services using QuickBooks, Zoho Books, Xero, Tally Prime, Excel, and Google Sheets ▸ Accounts Payable (AP), Accounts Receivable (AR), Bank Reconciliations, and Month-End Close Processes ▸ Financial Statement Preparation, including Profit & Loss Statements, Balance Sheets, and Cash Flow Reports ▸ Management Reporting and Financial Reporting tailored for business owners and leadership teams ▸ Investor-Ready Financials built for fundraising, due diligence, and stakeholder reporting ▸ Process Automation and Workflow Optimization to improve efficiency and reduce manual errors 📈 Fractional CFO | Financial Modelling | Strategic Finance Senior-level financial leadership without the cost of a full-time CFO. ▸ Financial Modelling, Revenue Forecasting, Budgeting, and Rolling Forecasts ▸ Cash Flow Management and Financial Controls to improve profitability and business stability ▸ Scenario Analysis, KPI Dashboards, Pricing Models, and Strategic Decision Support ▸ Investor Reporting, Board Reporting, and Executive Financial Presentations ▸ Fundraising Readiness, Financial Due Diligence Support, and Investor Relations Assistance ▸ Strategic Finance Leadership for businesses preparing for growth, expansion, investment, or operational scaling Industries Served ▸ Startups & High-Growth Companies ▸ SaaS & Technology Businesses ▸ Ecommerce & DTC Brands ▸ Professional Services Firms ▸ Consultants & Agencies ▸ International & Cross-Border Businesses Why Partner With Me? ✔ 8+ years of experience across taxation, accounting, compliance, financial planning, and CFO advisory. ✔ Multi-jurisdiction expertise spanning India, US, and UAE regulations and reporting requirements. ✔ Proactive approach focused on identifying risks, improving financial visibility, and supporting long-term growth. ✔ Trusted finance partner for businesses seeking ongoing strategic support rather than transactional accounting services. ✔ Strong combination of compliance expertise and business-focused financial leadership. Whether you need tax compliance, bookkeeping, financial reporting, cash flow management, financial forecasting, investor-ready financials, or ongoing Fractional CFO support, I can help build a financial foundation that supports sustainable growth. Let's discuss your goals and create a finance strategy that works for your business.

Most businesses don’t have a strategy problem. They have an execution problem. The founder has ten priorities. The leadership team has fifteen. Everyone is busy. Slack is buzzing. Meetings are happening. Progress feels slower than it should. At some point, somebody has to connect the dots. That’s usually where I come in. I work as a Fractional COO, Chief of Staff, and Strategic Operator, helping founders and leadership teams turn ambitious ideas into operating businesses. Over the last 15+ years, I’ve worked inside startups, venture-backed fintechs, Fortune 500 companies, consulting firms, banks, healthcare organizations, and public companies. I’ve helped launch products, lead transformations, scale teams, manage crises, improve operations, raise capital, and occasionally serve as the adult in the room when things started getting weird. A few highlights: • Built and scaled a VC-backed fintech platform serving 50,000+ users • Led operations for BlackRock’s Innovation Hub and ETF Platform Innovation organization • Served as Chief of Staff to the Head of Liquidity at Silicon Valley Bank during both hypergrowth and the bank’s collapse • Led transformation programs at Capital One that generated more than $30M in annualized savings • Worked directly with CEOs, founders, boards, product leaders, engineers, operators, investors, and customers Translation: I’ve spent most of my career sitting at the intersection of strategy, product, operations, and execution. What I Help Clients Do • Build operating systems that create clarity and accountability • Launch new products and services • Improve execution across teams • Design KPIs, OKRs, dashboards, and management routines • Stand up PMOs, project plans, and governance structures • Lead cross-functional strategic initiatives • Evaluate new business opportunities and growth strategies • Build commercialization and go-to-market plans • Create board decks, investor updates, and executive communications • Act as a trusted thought partner to founders and executives How I Work I ramp quickly. I ask a lot of questions. I focus on root causes instead of symptoms. I don’t believe in creating complexity to justify consulting fees. And I believe that most organizations already have the talent they need. They just need better alignment, better decision-making, and a clearer path forward. My best clients are usually dealing with one of four situations: • Growth is creating chaos • A critical initiative is stalled • The team is busy but not aligned • The founder is carrying too much of the business alone If that’s where you are, I’d be happy to help. And if I’m not the right fit, I’ll probably tell you that too. There are enough consultants in the world already.

​​Sunil is an ex-Colgate Palmolive, British Petroleum, Hewlett-Packard senior manager. I bring 15+ years of leadership experience as a digital transformation champion, project manager, operations manager, and supply chain manager in Fortune 500 companies, helping businesses scale by driving comprehensive project management, digital transformation initiatives, and supply chain innovations. ◉ Background: As an MBA holder with a chemical engineering degree, I bring a strong foundation in both business and technical disciplines to every project. My career includes invaluable managerial experience with leading Fortune 500 companies such as: 1. British Petroleum 2. Colgate Palmolive 3. HP Inc. 4. Biocon Limited 5. ITC Limited 6. Finalis Inc. ◉ Core Expertise: - Project Management - Digital Transformation - Supply Chain Management - Logistics Management - Operations Management - Executive Assiatant - Chief of Staff ◉ Professional Overview: With a rich background in managing complex projects across leading companies, I develop and implement strategic solutions that elevate business operations and ensure project success. My expertise lies in providing clarity in communication, operational excellence, and strategic foresight, making me a dedicated partner in exceeding expectations. I am proficient in using a variety of tools to achieve these outcomes, including Jira, Asana, Trello, Monday.com, Microsoft Project, Smartsheet, Basecamp, Wrike, ClickUp, and Airtable. ◉ Key Areas of Focus: ✓ Project Management Excellence: Managing complex multi-million dollar projects to ensure seamless execution. ✓ Digital Transformation: Driving the adoption of digital technologies to transform business processes, increase operational efficiency, and deliver exceptional value across sectors ✓ Supply Chain Optimization: Implementing cutting-edge solutions to streamline supply chain operations, enhancing efficiency, and reducing costs.

Scaled multiple businesses from $500k–$20M ARR. Fractional COO and Growth Consultant delivering scalable operations, process design, organisational change, and customer experience strategies that boost LTV, retention, and growth. ❓Are you struggling to scale your business? Too much chaos and not enough order? 👋🏼 Hi, I'm Ryan. I help Founders and CEOs extinguish the fires and build a scalable operating model that generates the most profit over the longest period of time - for the least effort and cost. I redesign processes, clarify roles, set measurable targets, and align OKRs and KPIs. I build scale-ready workflows and systems so your business runs smoothly without bottlenecks. I help you identify the key hires your business needs, attract A-Players, and integrate them into a structure where they can thrive. And I'll make your customers love you. Sound good so far? Send me a note with some details about your company, the problems you're trying to solve, and your project. If it seems like a good fit, let's schedule some time to talk! _ Services Offered: 👑 C-Suite Leadership & Operational Excellence (inc. EOS Integrator) 📄 Process Design, Revenue Efficiency, & Value Chain Optimisation 📈 Go-to-Market Strategy – ICP definition, value proposition, pricing, & upsell logic 🚀 AOV, LTV, Retention, & Online Reviews ❤️ Customer Experience, Success, & Support Strategy 🔄 Organisational Design & Operating Models 🤝 Management & Growth Consulting Time Zones: 🌍 Focused on clients in the Americas, Europe, RSA, and the Middle East.

"With a comprehensive background in mergers and acquisitions (M&A), Natalie Roberts brings years of integration experience to drive a successful integration of all workstreams." I am a seasoned professional dedicated to driving strategic growth and operational excellence across diverse industries. As a Fractional CEO and COO, I bring strategic leadership and hands-on operational expertise to businesses at critical growth stages, offering tailored solutions that align with their vision and objectives. I provide one-to-one executive and business coaching, including writing business plans that include an exit. I review and assess ones that were done but need to be refreshed (yearly is the norm). I audit integrations to ensure they are on track to the success KPI's. I am strong people coach and motivator. I currently mentor at an accelerator, so I see what brings value to run a small business and grow it to be ready for a significant exit. I have run global integrations with multiple work streams - Agile. I manage stakeholders very well and ensure the messages are received on all fronts. My work is a passion as I love to help others succeed!

Many business owners and founders are excellent at what they do but too often are drowning in everything else. Operations that made sense at $1M start breaking at $3M. A team that worked great with 5 people struggles at 15. And when it's time to grow, raise money, or sell those cracks become very expensive. I help owners fix that before it costs them. I bring an unusual combination to the table: I've run businesses from the inside as an owner and executive, including serving as VP and General Manager with full P&L responsibility and 9 direct reports in a middle market, family owned company. I currently work as an M&A advisor on transactions up to $25M. That means I see your business the way a buyer, investor, or growth partner would, not just the way an operator does. That perspective changes everything about where we focus and what we prioritize. What I do: Identify what's actually breaking — not just the symptoms, but the structural issues underneath them Build clean, scalable systems your team can follow without you babysitting every process Improve margins through smarter cost control, workflow redesign, and accountability structures Prepare businesses for growth events: a capital raise, a partnership, an acquisition, or a sale Step in as a Fractional COO when you need an experienced operator in your corner without the full-time overhead Coach individuals and leadership teams on performance, communication, and career trajectory Who I work best with: Owners of small and lower middle market businesses — typically $1M to $25M — who are stretched thin, hitting a growth ceiling, or getting ready for a major transition. If you're preparing to sell, bring on a partner, or simply build something that doesn't fall apart when you step away, that's exactly where I operate. You will find me direct, calm, and results focused. I don't disappear after the kickoff call but I stay involved until the work is actually done. If any of that sounds like what you need, let's talk.

🏆 Upwork Top 1% | Senior Marketing Leader and Fractional CMO for Growth-Focused Companies With over 15 years of experience in marketing leadership, I have a proven track record of empowering and growing 25+ startup companies and small teams to multibillion-dollar enterprises (Medtronic, Seagate, GE). 📈 🚀 Need expert marketing leadership and execution without the full-time investment? I deliver C-level marketing expertise to ambitious companies ready to scale. 🏢 Who I've Empowered: My expertise spans founding, scaling, and successfully exiting companies, as well as leading marketing initiatives that serve some of the world's largest companies (Salesforce, Medtronic, Seagate, Broadcom, Nike, and J.P. Morgan). ❓What is a fractional marketing leader? A fractional marketing leader is an executive who provides strategic and operational marketing expertise on a part-time basis, offering companies the benefits of high-level strategic focus and tactical execution without the full-time cost. 🔄 I bring a unique blend of entrepreneurial and big-company marketing experience, having served industry giants while also empowering entrepreneurs and startups to scale their marketing operations effectively. 💼 Marketing Services Offered: 👉 Fractional CMO/Director of Marketing 👉 Marketing leadership and strategy 👉 Product and project management 👉 Go-to-market execution 👉 Sales and marketing strategy 👉 Leadership and coaching 👉 Brand storytelling 👉 AI integration for business growth 👉 Conversion rate optimization (CRO) 👉 Website and company audits 👉 Developing and monitoring OKRs 🎯 Industries Where I Excel: ✨ B2B SaaS ✨ Health Tech ✨ Med Device ✨ DTC SaaS ✨ Data Analytics ✨ Hardware 📊 My extensive marketing experience spans over 15 industries and 50+ clients, with numerous testimonials attesting to my impact: "Chris quickly understood my business, brought sharp insights, and challenged my thinking in all the right ways. Their strategic guidance directly influenced and improved our marketing direction. Highly recommended." - Zach, CEO of Miruni (Upwork Client) "Chris is experienced and flexible - a founder who brings entrepreneurial energy to the table." - Komnieve, CEO & Founder, xSkel (Upwork client) "I just want to give a strong recommendation to Chris's consulting service. Chris's packages and approach offered a lot of time/value... for that reason, I would highly recommend his needs assessment and marketing plan for any team that feels like they have a lot of marketing potential, but that their efforts are not organized and lack clarity." - Erik, CMO Kickfurther “We hired Chris to redo the messaging on our website. Short summation – he gave us exactly what we were looking for.” - Dave, CEO Windward Studios ✅ My Value Guarantee: I provide high-impact marketing leadership that delivers measurable ROI. My entrepreneurial background means I understand both strategic vision and practical execution—giving you the perfect balance of big-picture thinking and results-driven action. 🌟 Beyond Business: As a mentor at Galvanize and board advisor for multiple entrepreneurial networks, I'm deeply committed to fostering innovation and leadership excellence. 📞 Ready to transform your marketing challenges into growth opportunities? Let's connect for a 15-minute discovery call to discuss how we can take your business to the next level together.

Proven Sales & Lead Generation Strategies for B2B Brands (Industrial, SaaS & Manufacturing) Most companies don’t actually have a marketing problem. They have a clarity problem. Your messaging may be too technical, too product-led, too service-focused, or too close to what everybody else in your industry is saying. And in today’s crowded marketplace, you only have a few seconds to capture attention before prospects move on. If potential clients can’t quickly understand: • what you do • who you help • why you’re different • and why they should care you lose them fast. That’s where strategy changes everything. Whether your business needs stronger positioning, better lead generation, trade show strategy, LinkedIn visibility, email campaigns, case studies, branding direction, website improvements, sales enablement tools, or a more cohesive marketing strategy overall, the goal is the same: Create momentum that drives measurable business growth. 🐝 ME: Are you ready to work with a strategic marketing partner who understands how to connect sales strategy, messaging, branding, lead generation, and marketing execution into one cohesive growth system? For close to 20 years, I’ve helped companies strengthen positioning, improve messaging, increase visibility, support sales growth, and create marketing systems designed to generate real revenue momentum. This work goes far beyond basic marketing execution. It’s where sales consulting meets marketing strategy and execution. My expertise often includes: • Trade show and experiential marketing strategy • Booth engagement campaigns and lead generation concepts • LinkedIn thought leadership and content strategy • Messaging and positioning refinement • Email marketing campaigns • Website conversion strategy and direction • Customer case studies and testimonials • Brand development and strategic direction • Sales enablement tools and one-pagers • Interactive marketing concepts and campaign development My campaigns and creative concepts are often copied by my clients' competitors after they gain traction in the market, especially within niche B2B and industrial industries where standing out is difficult and truly differentiated marketing is rare. When your messaging, branding, campaigns, and customer experience are strong enough to influence the market, competitors eventually start following your lead instead of setting it. I’ve also helped clients earn recognition and top rankings in independent industry magazine advertising studies, proving that strong creative and strategic messaging still influence buyer attention and purchasing behavior. 🐝 YOU: Would you like someone on your team who is strategic, creative, highly responsive, collaborative, and genuinely invested in helping your business grow? The best partnerships happen with companies that are growth-minded, decisive, open to creative thinking, and ready to build momentum instead of continuing to throw money at disconnected marketing tactics. Because finding the right strategic partner is not easy. Many of my clients stay with me for years because my approach is highly collaborative, fast-moving, and focused on creating real-world business results instead of vanity metrics. If I don’t believe I can create strong results for your business, I’ll tell you honestly upfront. 🐝 US: When strategy, messaging, branding, marketing, and sales alignment finally start working together, everything becomes easier: • sales conversations improve • lead quality improves • visibility grows • referrals increase • momentum compounds 🏆 A FEW RECENT CLIENT WIN$ 🏆 ⭐ Helped develop trade show campaigns that increased booth engagement and lead generation ⭐ Created high-conversion messaging and sales materials for industrial and energy companies ⭐ Built LinkedIn and email campaigns tied directly to revenue opportunities ⭐ Helped companies refine positioning to compete more effectively in crowded B2B markets ⭐ Created interactive marketing concepts designed to educate prospects while capturing qualified leads ⭐ Helped businesses strengthen messaging so prospects immediately understood their value and differentiation ⭐ Helped clients earn recognition and top rankings in independent industry advertising studies for standout print advertising campaigns Because the companies that stand out are rarely the companies doing the most marketing. They’re the companies communicating the clearest value with the strongest strategy behind it. Many of my clients tell me they wish they had hired me sooner because once the messaging, positioning, and strategy finally align, growth starts feeling far more natural and far less forced. If you’re looking for a highly strategic creative partner who understands both sales and marketing, thinks beyond disconnected tactics, and knows how to turn expertise into compelling campaigns that create measurable momentum, let’s connect soon. To Your Success, Cheryl Heppard (rhymes with Leopard)