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$50/hr
100% Job Success
$700+ earned
Available now
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I'm a Senior Corporate Finance Analyst, Graduated at SDA Bocconi in Milan, with more of 6 years work experience with a focus on Startup and Small-Medium siezed Business. I can help for everything concerning the financial and strategic management of the company, especially for: - Financial Modeling - Company Valuation - Business Plan - Financial Due Diligence - Investor Report - Fundraising Some achivement: - I make a valuation of +100 company - I analyzed more than 1.000 pitch/investment memorandum - I help rising more than 10m€ in about 12 deals
Alberto B. has worked .
Arthur D.
$79/hr
100% Job Success
Available now
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Profile overview I help small and mid-sized businesses, partnerships, and CPA firms needing overflow support get clean, GAAP-compliant financials and accurate tax returns — without the cost of a full-time hire. Whether you need month-end close handled, a lender-ready financial package, SSARS-compliant review and compilation work, a business valuation, or tax preparation, I deliver accurate numbers and clear reporting you can stand behind. I'm a Texas-licensed CPA (MBA) with 16 years of experience across public accounting and financial services, including work supporting a NYSE-listed company. I've taken messy books to audit-ready, cut monthly close timelines, prepared financials that secured business financing, and supported clients through valuations, due diligence, and tax filings. Controller services • Monthly/quarterly close and account reconciliations • GAAP financial statement preparation and reporting • Cash flow management, budgeting, and forecasting • KPI dashboards and financial health reviews • Internal controls and process clean-up Review & Compilation services • SSARS-compliant compilations and reviews • Financial statement preparation with footnote disclosures • Workpaper documentation and support • Year-end clean-up for lenders, investors, and tax prep • Financial packages to support loan and credit applications Tax Preparation services • Individual (Form 1040) tax preparation • Small business returns for sole proprietors and single-member LLCs (Schedule C) • S corporation returns (Form 1120-S) • Partnership and multi-member LLC returns (Form 1065) • Year-round tax planning and estimated payments • Prior-year clean-up and amended returns Business Valuation & Due Diligence services • Business valuations for sales, buy-ins, and ownership changes • Valuations to support succession and estate/gift planning • Quality of earnings analysis and normalized (EBITDA) earnings • Buy-side and sell-side financial due diligence • Working capital analysis and deal support • Financial data room preparation for transactions I offer both hourly and fixed-price packages — flat-fee options are available for compilations and reviews. I'm responsive (typically within a few hours), reliable, and easy to work with, reflected in my 100% Job Success score and Top Rated Plus status. Let's talk about your short- or long-term accounting, tax, and finance needs. Arthur Donovan, CPA / MBA
Arthur D. has worked .
Scherita  V.
$20/hr
100% Job Success
$10K+ earned
Available now
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Your Business Deserves a Winning Plan & Investor-Ready Pitch Deck — Let’s Make It Happen! Hi, I’m Scherita Vaughn 👋🏾 — a seasoned business strategist, financial consultant, and pitch deck specialist with over a decade of experience helping entrepreneurs secure funding and scale their ventures. With 400+ business plans and pitch decks created for over 200 startups across diverse industries, I bring clarity, strategy, and investor insight to every project. 🚀 Why a Business Plan & Pitch Deck Matter Whether you're pursuing investors, grants, SBA loans, or venture capital, your business needs: ✅ Investor-ready business plans ✅ Visually compelling pitch decks ✅ Market research & financial forecasting ✅ Clear growth strategies that stand out from the competition 🔥 Why Choose Me? Proven Results: Helped clients raise over $5 million through grants, loans, and private funding Global Expertise: Business plans approved by the US and UK governments for funding and grant applications Experienced Strategist: 400+ custom-built plans and decks tailored to specific industry needs Investor-Focused Approach: In-depth market research, competitive analysis, and clear financial projections After-Sale Support: I work with you until everything is pitch-perfect — your satisfaction comes first 🌍 Industries I’ve Worked With 💻 SaaS & Tech 💳 FinTech 🪙 Cryptocurrency 👗 Fashion & Apparel 🍽️ Restaurants & Food Trucks 🏨 Hospitality & Real Estate 🏭 Manufacturing 🛍️ Retail & E-Commerce 🏥 Healthcare & Insurance 🛠️ Service-Based Startups ❤️ Nonprofits & Social Enterprises 🚚 Trucking & Transportation 🌱 Cannabis & Agriculture If your industry isn’t listed, chances are I’ve still worked in it! 📌 What’s Included 📄 Business Plan Executive Summary Company Overview Market & Industry Analysis Go-to-Market & Marketing Strategy Financial Projections (3–5 years) Competitive Edge & SWOT Analysis Professional charts, visuals, and formatting 🎨 Pitch Deck Clear, concise slide structure Beautiful, branded design Engaging market insights and positioning Key growth metrics & financial data Persuasive storytelling tailored to investors 📁 Delivered in PDF, Word, and PowerPoint formats—complete with visuals, spreadsheets, and easy-to-digest data. 💬 What Clients Say ⭐️⭐️⭐️⭐️⭐️ "Scherita masterfully transformed our vision into a polished, investor-ready pitch deck and business plan. Her ability to simplify complex financials and tell a compelling story made a big impact. Highly recommended!" ⭐️⭐️⭐️⭐️⭐️ "I couldn’t have asked for a better presentation. Punctual, knowledgeable, and professional—Scherita delivered exactly what we needed." ⭐️⭐️⭐️⭐️⭐️ "Her branding and storytelling expertise brought our business to life. The attention to detail, market research, and financial modeling were exceptional. A seamless experience from start to finish." Ready to Build Something Big? I know what investors, lenders, and grant funders look for — and I’ll help you deliver exactly that. 📩 Let’s connect! Message me to discuss your business goals and how I can support you. 🔹 Quick responses & clear communication guaranteed 🔹 Click “Invite to Job” and tell me more about your project 💡 Let’s bring your vision to life — together.
Scherita V. has worked .
Harry E.
$115/hr
100% Job Success
$300K+ earned
Available now
Offers consultations
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I help leaders connect strategy to delivery, turning direction into motion and complexity into rhythm. I provide Fractional COO and Strategic Integrator support for leaders who need to turn strategy into execution, build cleaner systems, and create predictable operational rhythm. Clients bring me in when growth, transition, or change creates drag. I bring structure, momentum, and calm execution to the work that matters most, aligning vision, systems, and teams so progress becomes inevitable. Think of me as the integrator between strategy and operations, part advisor, part builder, part operator. I combine the polish of enterprise consulting with the urgency of startup delivery. 1. How I Create Impact I help leaders and organizations connect strategy, systems, and delivery, so teams move faster, execute better, and scale with confidence. Fractional COO / Strategic Advisory & Change Management I partner with executives and operations leaders to plan transformations, manage transitions, and embed execution habits. Every engagement includes clear documentation, training, and measurable outcomes to sustain results. Project Management & Delivery Systems I design frameworks that improve visibility, accountability, and throughput. From building PMOs to structuring agile project plans, I ensure teams stay aligned on priorities, timelines, and KPIs. Operations Strategy & Process Optimization Whether it’s untangling workflows or clarifying ownership, I streamline operations to reduce friction and waste. I use proven Lean and Agile principles to help clients save time, improve coordination, and maintain consistent performance. Workflow Automation & Digital Enablement I implement low-code solutions and automation tools, including ClickUp, Power Automate, Power BI, and Make, to eliminate repetitive work and improve reporting. These systems provide real-time data, cleaner dashboards, and smarter decision-making. SOP Development & Process Documentation I turn undocumented or inconsistent work into clear, usable SOPs, process maps, checklists, handoff guides, and training documentation. This is ideal for teams that need consistency, delegation support, onboarding materials, quality control, or a cleaner way to transfer knowledge across the business. I focus on documentation that people will actually use, not shelfware. GovCon Proposal & Capture Management For government contractors, I align capture, proposal, and delivery workflows. My experience spans RFP/RFI response development, compliance reviews, red team editing, and post-award execution support. 2. Who I Work With - Founders & CEOs scaling beyond founder-led delivery who need structure and leverage. - GovCon Principals & BD Leaders aligning capture, proposal, and delivery systems for consistent wins. - Operations Leaders & Chiefs of Staff bringing clarity, coordination, and accountability across initiatives. 3. Approach I operate as a Strategic Integrator, a partner who blends strategy, systems thinking, and execution discipline. Each engagement is hands-on, measurable, and designed to create leverage for the client. I don’t just recommend improvements, I build the systems that make them real. 4. Common ways clients work with me: Fractional COO / Integrator Support PMO Setup Workflow & Project System Buildout SOP Sprint GovCon Proposal Support Automation & Reporting Cleanup 5. Client Testimonials: “Harry is one of the best program managers and leaders I’ve had the opportunity to work with. It’s clear how much he cares about his teams and the products he delivers. He doesn’t avoid hard problems, he seeks them out and addresses them head-on.” --- Mark, Enterprise / GovCon Leadership "Harry connected innovation to impact. He made AI real for leadership, turning proof-of-concept into production and skepticism into demand. In a time when vendors are promising their customers that AI will solve all their problems, Harry created realistic and contextualized examples of AI solutions and presented them flawlessly with an executive presence that established trust and credibility." --- Justin Executive Program Director “I had a difficult challenge with ClickUp and project management systems creation. Harry was knowledgeable and quick to understand our needs, implementing systems that allow our business to run more efficiently. I’ll continue to work with him in the future and highly recommend him to anyone looking for top talent.” --- Chris, Company Owner (ClickUp Implementation) If you’re ready to get off defense and back on offense, with clear strategy and clean execution, let’s talk. Certifications & Tech Stack Certifications: PMP | PSM II | PL-900 | Agile PM | GTM Automation | Top Rated Plus Tools: ClickUp • Power BI • Make• Clay • Power Automate • Excel/VBA
Harry E. has worked .
Vatsal B.
$75/hr
100% Job Success
Available now
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200+ engagements | MBA (Imperial) + LLM + CAMS I help founders, CFOs, and General Counsels with legal drafting, regulatory compliance, contract review, corporate structuring, transaction support, and operational strategy. Engagements span the UAE, the UK, ADGM, the DIFC, and the broader GCC, with clients ranging from MNCs and fintechs to growth-stage startups. Core services: -- Legal drafting and contract review: shareholder agreements, SPAs, NDAs, service agreements, employment contracts, settlement agreements, term sheets, operating agreements, vendor and procurement contracts. -- Regulatory compliance and advisory: AML and CAMS-aligned advisory, KYC frameworks, GDPR and data protection, FATCA, sanctions, financial services regulation, fintech and embedded finance positioning, ADGM and DIFC corporate work, UAE labour law and MOHRE compliance. -- Corporate and transactional: entity structuring, holding company setups, SPV formation, M&A support, due diligence, capital raise documentation, shareholder restructuring, cap table reviews, governance frameworks. -- Strategy and operations: Chief of Staff support, project management, vendor and procurement management, legal operations, CMS and e-billing, business analysis, executive support. -- Research and writing: white papers, regulatory positioning papers, executive summaries, board memos, market research, legal research, proposal drafting, technical and academic editing. -- Content and thought leadership: published on Quartz, Avalara, and other platforms. I also run a financial markets newsletter reaching 10,000+ subscribers covering the US, UK, and APAC markets. Industries: fintech, financial services, SaaS and technology, e-commerce, professional services, real estate, energy, healthcare, and consumer brands. Tools and frameworks: PowerPoint, Excel, Notion, Slack, Asana, ClickUp, and others. How I work: Structured, written-first, and direct. I lead with a clear scope, surface risks early, and protect the client relationship through every late-stage curveball. I work best as a force multiplier alongside internal teams. Regards, Vatsal B.
Vatsal B. has worked .
Princess O.
$20/hr
100% Job Success
$10K+ earned
Offers consultations
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Clients describe me as a reliable self-starter with strong accounting expertise who consistently provides accurate, organized, and high-value financial support. Hello! My name is Princess, an Executive Accountant, CPA-level Bookkeeper, and Reconciliation Specialist with over 6 years of experience helping businesses, property managers, and startups turn financial chaos into accuracy, clarity, and compliance. Are your books messy, unreconciled, or not making sense? Are you struggling with QuickBooks reconciliation, bank reconciliation, or monthly bookkeeping that does not balance? I help you reconcile every account with precision, ensuring nothing slips through the cracks. I work with QuickBooks Online, QuickBooks Desktop, Excel, and Dynamics 365 ERP, delivering clean, audit-ready books and accurate financial reporting for confident decision-making. ❖ 𝗠𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 (𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗛𝗶𝗿𝗲 𝗠𝗲 𝗙𝗼𝗿) • QuickBooks Cleanup, Setup, and Reconciliation – Fixing messy files, correcting misclassifications, and preparing tax-ready books • Budget Management, Planning and Forecasting •Cash Flow tracking • Tax Filing Preparation • Bank & Account Reconciliation – Aligning bank, credit card, PayPal, Stripe, and loan accounts to the last cent • Monthly Bookkeeping & Reporting – Accountant-level bookkeeping with expert analysis • Excel, Data Entry & Data Analysis – Advanced spreadsheets, automation, and reconciliation dashboards • Workflow Optimization – Streamlining financial processes to save hours every month ❖ 𝗧𝗼𝗼𝗹𝘀 & 𝗦𝗸𝗶𝗹𝗹𝘀 ✅ QuickBooks Online ProAdvisor ✅ QuickBooks reconciliation and cleanup expert ✅ Blockchain Accounting ✅ Airbnb, Real Estate, and Short-Term Rental Accounting ✅ Dynamics 365 ERP, Excel (Advanced) ✅ Financial Cents, ClickUp, Notion ✅ Bridging traditional and Web3 accounting ✅ CPA-level accounting expertise ✅ Data Entry and AI-Based Accounting ✅ BSc in Management Accounting ✅ Certified Virtual Assistant ❖ 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 1. Accountant and Reconciliation Specialist – Tangerine Africa 2. Lead Accountant – AccuEdge Financial Solutions (USA) 3. Accounting Administrator – GMASS 4. Accounting Manager – Loomzy Suites ❖ 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆 I am open to long-term remote bookkeeping roles, monthly reconciliation support, and QuickBooks cleanup projects where accuracy and consistency are non-negotiable. ❖ 𝗙𝗶𝗻𝗮𝗹 𝗡𝗼𝘁𝗲 If your books are not reliable, every decision built on them is also uncertain. I fix that, whether you operate a traditional business or manage cryptocurrency transactions, I can help ensure your financial records remain accurate, reconciled, and decision-ready.
Princess O. has worked .
Savai J.
$30/hr
100% Job Success
Available now
Offers consultations
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𝐈 𝐚𝐦 𝐚 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 & 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 𝐰𝐢𝐭𝐡 10+ 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐡𝐞𝐥𝐩𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐭𝐡𝐞𝐢𝐫 𝐦𝐚𝐫𝐤𝐞𝐭, 𝐚𝐧𝐚𝐥𝐲𝐳𝐞 𝐭𝐡𝐞𝐢𝐫 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫𝐬, 𝐚𝐧𝐝 𝐦𝐚𝐤𝐞 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬. 𝐎𝐯𝐞𝐫 𝐭𝐡𝐞 𝐥𝐚𝐬𝐭 𝐝𝐞𝐜𝐚𝐝𝐞, 𝐈’𝐯𝐞 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐝 150+ 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬 𝐚𝐧𝐝 𝐰𝐨𝐫𝐤𝐞𝐝 𝐰𝐢𝐭𝐡 80+ 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐚𝐜𝐫𝐨𝐬𝐬 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐬𝐭𝐚𝐫𝐭𝐮𝐩𝐬, 𝐃2𝐂 𝐛𝐫𝐚𝐧𝐝𝐬, 𝐒𝐚𝐚𝐒 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬, 𝐚𝐠𝐞𝐧𝐜𝐢𝐞𝐬, 𝐞-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐬𝐞𝐥𝐥𝐞𝐫𝐬, 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐞𝐫𝐬, 𝐚𝐧𝐝 𝐁2𝐁 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐫𝐬. 𝐖𝐡𝐚𝐭 𝐈'𝐯𝐞 𝐇𝐞𝐥𝐩𝐞𝐝 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐀𝐜𝐡𝐢𝐞𝐯𝐞: ➤Launch new products with confidence (backed by market data) ➤Enter new markets with the right strategy (avoiding costly mistakes) ➤Improve pricing models (increase revenue by 20-30%) ➤Understand real customer demand (not assumptions) ➤Identify high-value target segments (maximize ROI) ➤Analyze competitors deeply (understand positioning, threats, opportunities) ➤Strengthen their market positioning (win against competition) ➤Create investor-ready insight reports (support successful fundraising) ➤Build business plans backed by strong data (actionable roadmaps) ➤Reduce risk and accelerate growth through strategic clarity I create clear, well-structured reports that give direction and help leadership teams make better decisions. Every report includes insights, charts, tables, and clear explanations—designed so even non-technical readers understand exactly what's happening in their market and what steps to take next. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈 𝐏𝐫𝐨𝐯𝐢𝐝𝐞: ➤Market Research Reports — Market size, trends, opportunities, growth drivers ➤Competitive Intelligence Reports — Competitor analysis, SWOT, positioning, threats ➤Competitor Comparison Reports — Feature/pricing comparison, win/loss analysis ➤Industry & Trend Reports — Market dynamics, emerging opportunities, disruption signals ➤Customer & Buyer Persona Insights — Who buys what, why, and how to reach them ➤SWOT + Opportunity Analysis — Strengths, weaknesses, threats, and real opportunities ➤Go-to-Market Strategy Inputs — Market entry, positioning, pricing, messaging ➤Business Strategy Research — Support for strategic decisions and pivots ➤Pricing & Positioning Research — Optimize pricing, understand willingness to pay ➤Market Entry Analysis — Should we enter? How? What are the risks? 𝐌𝐲 𝐫𝐞𝐩𝐨𝐫𝐭𝐬 𝐚𝐥𝐰𝐚𝐲𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞: ✓ Executive summary (key findings at a glance) ✓ Detailed market analysis (with data sources) ✓ Competitive landscape mapping ✓ Strategic recommendations (actionable next steps) ✓ Charts and visualizations (easy to understand) ✓ Professional formatting (ready for presentations) ✔ 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈'𝐯𝐞 𝐖𝐨𝐫𝐤𝐞𝐝 𝐀𝐜𝐫𝐨𝐬𝐬: FMCG | Beauty & Skincare | Healthcare | SaaS & Tech | E-commerce | Manufacturing | Textiles & Apparel | Fintech | Food & Beverages | Real Estate | Retail | D2C Brands | B2B Services | Logistics | Renewable Energy | Education Tech | Travel & Hospitality | This diverse experience helps me understand any business quickly and deliver valuable insights immediately. ✔ 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞: ✓ 10+ years of real research experience — Not new to this field ✓ Very clear and simple reporting — No jargon, easy to understand ✓ Strong insights, not just data — Strategic recommendations included ✓ Fast delivery with high accuracy — 5-7 days for comprehensive reports ✓ Easy communication — I explain findings clearly, answer questions thoroughly ✓ Professional, structured approach — Systematic methodology ensures quality ✓ Business-focused analysis — Every report ties to your business goals ✓ Reports that drive action — Insights you can implement immediately ✓ Affordable pricing — 60-80% less than traditional research firms Whether you're launching a product, entering a new market, raising funding, or making a strategic pivot professional research creates clarity and confidence in your decisions. Let me help you understand your market deeply. Send me a message and let's discuss what research insights would be most valuable for your business.
Jesse O.
$125/hr
100% Job Success
$200K+ earned
Available now
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I’m an investment writer and analyst with more than 15 years of experience across portfolio trading, fund operations, fund product management, and capital markets commentary. Before becoming a full-time writer, I built my career inside the investment industry, working across several roles that gave me a deep, practical understanding of how financial products, portfolios, and markets operate. As a Client Portfolio Trader, I executed trades across tens of thousands of discretionary accounts in a single day. As a Portfolio Operations Manager, I helped manage multi-billion-dollar tactical asset allocation calls. And as a Product Manager, I was responsible for a group of flagship multi-asset class funds with more than $4 billion in assets under management, while also leading the launch of an innovative suite of index-tracking ETFs from concept through inception. That institutional background is the foundation of my writing. I don't approach financial content as an outsider. I understand how investment products are built, how portfolios are managed, and how sophisticated financial ideas need to be communicated to different audiences. Since transitioning into financial writing, I have produced more than 10,000 social media posts and authored more than 2,500 published articles, white papers, and thought leadership pieces for financial firms, fund managers, and newspapers, including Forge Global, Changebridge Capital, Ionic Capital, Toroso Investments, EB Wealth, GraniteShares, The Dallas Express, and Infrastructure Capital. I've held the CFA charter since 2017.
Jesse O. has worked .
Abdul Q.
$10/hr
100% Job Success
$500+ earned
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Messy books, unreconciled accounts, or months behind in QuickBooks/Xero? I help small businesses, startups, and property managers clean up QuickBooks Online/Xero, reconcile bank and credit card accounts, fix categorization errors, and prepare clear financial reports so they can understand their numbers without guessing. Hi, I’m Abdul Quyyum, a QuickBooks Online Accountant Certified professional and Chartered Accountant Finalist with 6+ years of hands-on experience in accounting, audit, bookkeeping, financial reporting, and spreadsheet-based reporting. I don’t just enter transactions. I help turn messy financial data into organized books, reliable reports, and useful insights for better business decisions. What I can help you with: 🔹 Bookkeeping Cleanup & Catch-Up • QuickBooks Online and Xero cleanup • Catch-up bookkeeping for previous months or years • Fixing duplicate, missing, or incorrectly categorized transactions • Chart of accounts setup, review, and cleanup • Review of old, uncleared, or unusual transactions • Month-end and year-end closing support 🔹 Monthly Bookkeeping & Reconciliation • Accurate transaction recording and categorization • Bank and credit card reconciliation • Accounts payable and accounts receivable support • Vendor and customer balance review • PayPal, Stripe, and payment transaction review • Ongoing bookkeeping support for clean and organized records 🔹 Financial Reporting & Analysis • Profit & Loss reports • Balance Sheet reports • Cash Flow summaries • A/R aging and A/P aging reports • Budget vs actual and variance reports • Monthly management reports for business owners • Clear explanations of reports so you understand what the numbers mean 🔹 Excel, Google Sheets & Reporting Support • Excel and Google Sheets financial summaries • Data cleaning, formatting, sorting, and duplicate removal • Pivot tables, charts, lookups, SUMIFS, IF formulas, and reporting templates • Power Query support for cleaning and combining data • Custom templates for budgets, forecasts, invoices, expenses, and cash flow tracking Why work with me? ✅ 100% Job Success on Upwork ✅ QuickBooks Online Accountant Certified ✅ 6+ years of accounting, audit, bookkeeping, and reporting experience ✅ Experience with QuickBooks Online, Xero, Excel, Google Sheets, and Power Query ✅ Strong understanding of reconciliations, financial statements, dashboards, and internal controls ✅ Clear communication, organized work, and attention to detail Whether your books are messy, behind, or need regular monthly maintenance, I can help you organize them, reconcile your accounts, and prepare clear reports you can rely on. Send me a message with your bookkeeping issue, and I’ll let you know the best way to clean it up.
Abdul Q. has worked .
Ateeq U.
$15/hr
100% Job Success
$300K+ earned
Available now
Offers consultations
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Top Rated Plus (Top 1% on Upwork) | 10,000+ Hours Worked | PMP Certified | $300K+ Earned | 300+ Completed Projects I am much more than just a Project manager; I am an AI-enabled project manager and capable of defining strong processes and solid structure. If you are looking for a conventional Project Manager, then you are definitely looking at the wrong profile, but if you are looking for someone who has the ability to rescue complex, high-stakes projects, implement solid process-oriented systems, make decisions based on KPIs, and define a quantified approach, realistic roadmap, and help scale operational capabilities with limited resources. Whether you are a fast-growing startup or a global enterprise like Walmart, Cisco, or Nissan, I step in as the senior hand who ensures predictable, on-time delivery. With 11+ years of experience managing complex portfolios, I have successfully overseen 950+ project deliveries across Healthcare, Real Estate, FinTech, and EdTech, transforming chaotic workflows into structured, high-performing operations. HOW I DRIVE VALUE FOR YOUR BUSINESS • AI & Software Product Builds; Taking your product from Concept ➔ Launch ➔ Scale. • Digital Transformation; Seamlessly rolling out enterprise systems and minimizing team friction. • Workflow Management & CRM; Designing scalable systems (Airtable, ClickUp, Jira) to cut operational inefficiencies. • Cross-Functional Leadership; Unifying engineering, product, data, and ops teams around a single source of truth. • Executive Reporting & Risk Control; Building custom, real-time dashboards for true visibility, not just generic status updates. EXPERTISE & METHODOLOGIES • Frameworks: Agile, Scrum, Kanban, Waterfall, or Hybrid (tailored to your team’s velocity). • Ecosystems: ClickUp, Jira, Asana, Trello, Miro, Notion, Airtable, Monday, GHL, Make, Zapier, ZOHO, and Google Workspace. • Certifications: AI Expert in Agile Delivery | PMP | Certified Product Owner | Delivery Manager | Product Management Expert | Agile Project Manager | Fundamentals of Predictive Project Management • Global Delivery: Fully remote, seamlessly aligned with USA and European time zones. WHOM I WORK WITH Startups that need rapid, structured execution without rigid corporate overhead. SMBs that are looking to optimize bottlenecked processes and scale operations predictably. Enterprises that are running high-risk, multi-team technology initiatives that cannot afford to fail. Founders & Product Teams who need a structured thinker to turn ideas into roadmaps, requirements, and shipped products. AI-First Teams & Product Owners who need someone who can bridge the gap between business goals, technical execution, and AI product development from requirements to roadmap to release. Skill Tags: Project Manager, Product Manager, Technical Project Manager, Digital Project Manager, Remote Project Manager, SaaS Project Manager, Agile Project Manager, Scrum Master, Product Owner, Technical Product Owner, Delivery Manager, Project Planning, Project Delivery, Sprint Planning, Agile Delivery, SDLC Management, Software Development Management, Cross-functional Team Management, Agile, Scrum, Kanban, Backlog Grooming, Backlog Refinement, Sprint Retrospectives, User Stories, MVP Definition, Product Roadmap, Feature Prioritization, Release Management, Risk Management, Scope Management, Budget Management, Stakeholder Management, OKRs, KPIs, Jira, Confluence, ClickUp, Asana, Monday, Notion, Trello, Airtable, Azure, Miro, Lucidchart, Zapier, Make, Slack, Google Workspace, Microsoft Teams, Figma, Zoho, Business Requirements Document, BRD, PRD, Product Requirements Document, FRD, SRS, Software Requirements Specification, User Stories, Use Cases, Process Documentation, SOPs, Project Charter, Scope of Work, SaaS, Fintech, Healthcare IT, Real Estate Tech, E-commerce, EdTech, AI Product Development, Digital Transformation, Enterprise Software, Startup Product Delivery, MVP Development, Platform Migration, Project Planning and Execution, On-time Delivery, Team Coordination, Client Communication, Weekly Reporting, Deadline Management, Remote Team Management, Vendor Management, Process Improvement, Workflow Optimization, Cost Reduction, Operational Efficiency, AI Product Owner If your project is behind schedule, over budget, or simply too complex to manage alone, let’s talk. Click the "Invite to Job" button, and let's get your delivery back on track.
Ateeq U. has worked .
Sync4Tech
Associated with
Sync4Tech
$40K+
earned