I’m a Certified Public Accountant (CPA) and Fractional CFO with 20+ years of experience helping founders, executives, and growing companies make smarter financial decisions, reduce tax exposure, and scale with intention. If you’re dealing with unclear financials, cash flow stress, tax inefficiencies, or investor pressure, I step in as a strategic partner, not just a number-cruncher. What I Help Clients Achieve: ✅ Clear, decision-ready financial reporting ✅ Improved cash flow and profitability ✅ Reduced tax burden through proactive planning ✅ Investor-grade financial models and forecasts ✅ Confidence in fundraising, acquisitions, and growth decisions How I Typically Work: Diagnose: Review your current financials, tax structure, and operational gaps Design: Build clean models, forecasts, and strategies tailored to your business Execute: Implement improvements and guide decision-making as your CFO partner Core Services: Fractional CFO & Financial Strategy Financial Modeling, Forecasting & Budgeting Cash Flow & Profitability Optimization Tax Planning & CPA Advisory (Tax Preparation including 1120, 1120S, 1065, 1040) Investor & Lender Readiness (fundraising, due diligence): Strategic Planning for Growth & Scaling Who I Work Best With: Founders & business owners who want a strategic finance partner, not just compliance Startups and growth-stage companies preparing to scale Businesses needing both CFO-level insight and CPA-level accuracy Clients value my ability to simplify complex financial issues, communicate clearly, and focus on outcomes that actually move the business forward. If you’re looking for a long-term financial partner who thinks like an owner and operates like a CFO, let’s talk. 👉 Send me a message with what you’re working on — I’ll reply quickly, usually same-day. 👉 If you’ve got a job ready to go, hit “Invite to Job” and include any key context you want me to review. If you want more information on my experience: I have over 20 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Venture Capital Chief Financial Officer (CFO) - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +20 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Reduce tax burden - Improve forecasting accuracy - Prepare for investor due diligence - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA com and view our Google Reviews for additional references. ✅ CFO Advisory ✅ Tax Planning including Corporate Taxes (1120, 1120S, 1065) & Individual Taxes (1040) ✅ Financial Modeling ✅ Bookkeeping and QuickBooks Accounting ✅ Fundraising Support (Access to Debt Lenders) ✅ Startup Finance ✅ GAAP/IFRS ✅ Venture Capital CFO Accounting Software Expertise: • Quickbooks Online • Xero • Wave Accounting • Sage • NetSuite

I help leaders scale through a sharp focus on strategy, operations, and people. Expert at business operations that work seamlessly with one another. As a strategy & operations consultant I know how to quicky and accurately assess, analyze, and recommend changes to align people, processes, and goals. From my time as an operating executive and general manager, I know what it means to be hands-on in the trenches to implement change and manage the day-to-day for weeks, months, and years. For my clients this means I deeply understand your reality and have the training, frameworks, and real-world experience to help you succeed -- without pissing off your people. MBA from Carnegie Mellon, 20+ years at PwC, IBM & Boutique Consultancies. - Fractional COO (Chief Operating Officer, Head of Operations, Operations Director) - Fractional CSO (Chief Strategy Officer, Transformation, Change Management) - Chief of Staff - Management Consulting | Management Consultant - Interim management (Operations, Strategy, Executive Operations, Administration, HR, Comms) - Special Projects & Program management - Leadership Coaching - OKR - Start-ups - Communications (board, investors, executive, company, community) And a thought on money. Why do I do this? Because I like to help people. When I propose on a job, I may adjust my posted rate to the commitment and effort the job appears to need. If my posted rate seems out of your reach, it's always worth a quick chat. I'm more interested in the experience of working with new organizations and people than wringing every nickel out of my clients. Conversely, complex projects may warrant a more significant client investment.

Dynamic, analytical, and solution-oriented Senior & Executive-Level Business Manager with an extensive track record of fostering organizational success through effective management of diverse business operations. With over 15 years of leadership experience, my expertise spans strategic planning, finance, marketing, sales, and project management. I thrive in high-pressure environments, delivering outstanding results by aligning business processes with corporate objectives. Key Offerings: -Strategic Business Planning: Crafting strategic plans that serve as a roadmap for business growth and operational efficiency. -Financial Acumen: Overseeing financial operations, including budgeting, forecasting, and financial reporting to drive financial health and accountability. -Marketing and Sales Strategies: Developing and implementing innovative marketing and sales strategies that enhance market presence and drive revenue growth. -Operational Streamlining: Refining operational processes through lean management principles to deliver cost-effective, high-quality product and service offerings. -Team Leadership and Development: Fostering a culture of high performance through skilled team management, coaching, and professional development. -Project Management Excellence: Leading cross-functional projects from concept through to execution, ensuring timely delivery within scope and budget. -Customer Relationship Management: Maintaining strong customer relations and ensuring client satisfaction through exemplary service delivery and responsiveness. -Data-Driven Decision Making: Utilizing analytical tools and metrics to inform strategic decisions and monitor business health. Why Work with Me? -Comprehensive understanding of various business functions allows for a holistic approach to management and problem-solving. -Proven ability to develop high-performing teams and cultivate an environment conducive to continuous improvement. -Aptitude for balancing strategic, big-picture thinking with minute attention to operational details. -Exceptional communication skills, facilitating effective stakeholder engagement and collaborative partnerships. -Agile and adaptable, capable of pivoting strategies in response to market trends and organizational needs. Let’s connect to explore how my business management expertise can be the catalyst for your company’s next phase of success and innovation.

Most founders I work with are at a similar point - the business is growing, but the finances feel like they're always one step behind. Cash flow is unpredictable. There's no reliable MIS to make decisions from. The books exist, but nobody's really reading them strategically. And when an investor or banker asks for numbers, it becomes a scramble. I work with founders as a Fractional CFO not a full-time hire, not just a bookkeeper. Someone who sits close enough to the business to understand it, and brings financial clarity when decisions need to be made. I'm a Chartered Accountant and Zoho Books Certified Professional. My work spans manufacturing, D2C, SaaS, retail, and family businesses mostly growth-stage founders who are serious about scaling but want a finance partner, not just a compliance function. What I typically work on: - Monthly MIS & management reporting - Cash flow forecasting & working capital management - Business planning & financial roadmaps - Investor decks & financial due diligence - Internal audit & financial controls - Zoho Books setup, migration & ongoing management - Credit risk assessment I work best with founders in the early-to-mid growth stage where the business has real momentum but the financial infrastructure hasn't caught up yet. If that's where you are, happy to have a conversation.

Former COO of an online Health & Wellness Company located in the US. I will help you with the strategy, management, execution and the innovation for you and your business/team. With over four years of experience running a multi-million dollar online health and wellness company, helped develop and execute the strategy to grow the business to $4M in annual revenue. Managed a fully remote team and oversaw operations across marketing, sales, finance, customer support, legal, IT, delivery and more. With that comes an extensive experience in tools like ClickUp, HubSpot, GoHighLevel, ActiveCampaign, Google Workspace, QuickBooks, Zapier, Make and many other tools we used internally to support and smoothen operations, all processes of which were documented into an elaborate, structured, organized Playbook System (SOPs). Originally from The Netherlands and now based in Costa Rica, currently operating across all US/CA time zones. I'm currently seeking a fractional role (max 20 hours/week) that allow me to apply my expertise while supporting multiple ventures that align with my vision and my family life.

Most demos, webinars, and sales conversations don’t fall apart because the product or service is bad. They fall apart because the delivery isn’t working. Technically correct… but flat. Feature-heavy… but not persuasive. Conversations that start strong… but don’t move forward. That’s where deals stall, and that’s what I fix. I work with startups, SMBs, and growing teams to fix the part of the sales process where deals actually stall, the conversation itself. What that looks like: - Demo & Webinar Execution Running high-impact presentations that keep attention, build trust, and move buyers toward a decision - Sales Conversations & Closing Leading follow-up and closing conversations that turn interest into real opportunities - Fractional VP of Sales Leadership Stepping in to bring structure, direction, and momentum to the sales process without a full-time hire - Coaching & Process Improvement Helping teams improve how they communicate, present, and sell in real conversations I’m not a script reader or a task-based freelancer. I step in as an operator, someone who can take control of the conversation, guide the process, and help move deals forward. Background: - Founder of Pinnacle Pitch Services - Experience working across industries, from startups to enterprise environments - MBA, Marquette University From first conversation to signed deal, I help you reduce friction and increase conversion where it matters most. If your demos or sales conversations feel like they should be performing better than they are, there’s usually a reason.

Strategic CFO for CEOs, Boards, and Investors. A 3x CEO, and 4x founder with experience across SaaS, AI, deep tech, clean energy, genomics, and logistics. My background includes $500M in capital formation, $5B in M&A support, venture-backed growth, restructuring, audit readiness, and institutional finance buildouts. I help growth-stage companies turn finance into a decision system: cash, runway, unit economics, capital strategy, board reporting, and investor readiness. I help with: 13-week cash and runway control Driver-based financial models Board and investor reporting Unit economics and margin analysis Capital strategy and fundraising preparation M&A, valuation, and diligence

I have over 12 years of experience in equity research, financial modeling, feasibility analysis, project valuation, financial planning & analysis, and model audit. Over the course of my career, I have supported numerous M&A and investment banking assignments, led the development of integrated financial models, Confidential Information Memorandums (CIMs), teasers, and credentials presentations, and conducted detailed industry and peer research. My core expertise is in delivering data-driven insights, valuation frameworks, forecasting models, and advanced financial analysis to support strategic and transaction-related decision-making. I am also a SEBI-registered Research Analyst and a Registered Valuer (IBBI) for Securities or Financial Assets. My business valuation & corporate finance experience spans DCF and relative valuation, corporate forecasting, and data analytics. In addition, I’m actively involved in professional training, delivering financial modeling programs to corporates and MBA institutions across India. I also serve on the Board of Studies of an autonomous MBA college, contributing to curriculum design and academic alignment with industry requirements. My educational qualifications include a Bachelor of Engineering in Instrumentation & Control, and a Master of Business Administration in Finance from Pune University. Additionally, I am certified in Applied Corporate Finance from the Stern School of Business, New York University, and have passed the CFA Level 1 exam. I founded Wheaton Advisors Pvt. Ltd., a Pune-based finance and management consulting firm, in 2017 and am currently the Chief Executive Officer. We work in close collaboration with financial & educational institutions, including PwC, S&P Global, and KPMG, as well as corporates, entrepreneurs, and investors, providing independent, research-driven financial advisory, valuation, and strategic consulting services. We are also part of noteworthy business planning and strategic projects, such as Pune Metro, Delhi Metro, and Avesoro Resources fundraising. Reach out to me for the following requirements- 1. Business Plans & Pitch-Decks. 2. Consulting on company financials 3. Business/ Project Valuation 4. Excel Modeling 5. PowerPoint Presentations 6. Company and Industry Research 7. Presentation Support for Private and Listed Companies

I’m a Senior Business Consultant and an Upwork Top Rated Plus Talent with over 10 years of experience building operational infrastructure and strategic systems for startups and scale-ups. I specialize in helping founders and leadership teams scale sustainably - by aligning people, processes, and systems around clear, achievable milestones. My background in Industrial/Organizational Psychology and Behavioral Strategy allows me to optimize not just what a company does, but how it does it - from team dynamics and internal workflows to customer-facing systems and strategic roadmaps. My work spans across three core areas: - Help founders go from idea to execution by building systems, selecting tools, and defining roles from the ground up. - Establish core operations, SOPs, and team infrastructure to stabilize startups and support early-stage growth. - Streamline workflows, improve cross-functional collaboration, and set up data-driven processes to enable scale-ups to grow efficiently. While the strategy always comes first, I’m hands-on with dozens of tools across operations, automation, CRM, and internal systems, including: - Power BI, Tableau, most custom reporting in Excel/Sheets - Zapier, IFTTT, Workato - ActiveCampaign, HubSpot, Salesforce, Maropost - ThriveCart, ClickFunnels, Shopify - WordPress, HelpScout, Asana, Monday, Jira - AI productivity and automation tools (there's too many to list, but I stay updated on most the new tech our there) From strategic planning and operational architecture to team development and systems implementation, I serve as a fractional COO and trusted advisor to growth-stage companies. I help leadership teams build scalable foundations, align execution with strategy, and drive sustainable performance - without cutting corners.

✔️ 4600+ hrs trusted by 60+ Upwork clients ✔️ Fractional COO & AI Operations Leader | Operational Transformation, Intelligent Automation, Scaling ✔️ 12+ years building and scaling technology companies - 50+ operational transformations from startups to Fortune 50 ✔️ Founder of TrackMage (e-commerce logistics SaaS) ✔️ Lead Investor, Physical AI Europe Fund I ✔️ Currently architecting multi-agent AI systems and agentic workflows for two ventures I build, fix, and scale the operational backbone of technology companies. Then I automate it with agents. Are you a: ➡️ SaaS or software product company ➡️ marketing or development agency ➡️ e-commerce or logistics business ➡️ startup scaling past the founder-does-everything phase ➡️ company exploring AI transformation for your operations Can you relate to some of the below? ❓ Your operations still run on manual processes, Slack messages, and tribal knowledge instead of documented systems ❓ You spend too much on development or delivery without getting tangible, predictable results ❓ Your project budget looks like a black hole — constantly sucking in more money and people ❓ You're firefighting all the time instead of delivering value to your customers ❓ You know AI could transform your operations but don't know where to start or how to deploy it safely ❓ Your founder/CEO is trapped in day-to-day operations instead of focusing on growth If you recognize yourself in at least one of those, you've come to the right place. WHAT I BRING: 🔧 OPERATIONAL TRANSFORMATION I design systems out of the right people, processes, and tools - then install the accountability structures that make them self-governing. SOPs, KPI dashboards, workflow automation, team structure, and governance that actually sticks. 50+ engagements, from solopreneur agencies to 125+ person enterprise teams. 🤖 AI-NATIVE OPERATIONS I don't just consult on AI - I deploy it. Multi-agent workflows, automated customer support triage, AI-powered analytics, intelligent onboarding systems, and AI-driven research pipelines. Currently architecting agentic infrastructure for two ventures, including autonomous agent systems for development, support, and investor operations. 📊 CASE STUDIES: Agency from Portland (Automated Dreams) Transformed solopreneur operation into a scalable agency. Average project value: $3K → $15K (400% increase). Delivery cycle time cut by 40%. Owner still travels the world while teams deliver consistently. "There are very few people that you can 100% trust, and Irina is one of them. Had I not hired Irina when I did, I'd not be surprised if our business had closed due to crumbling operations." — CEO SaaS Company (Nimbus Web, San Francisco) Led Agile transformation and operational redesign for a 20-person team. Reduced founder dependency by 60% — the CEO stepped out of daily operations entirely. Enterprise Platform (Pfizer, London) Operational delivery lead across two platform organizations (125+ people). Established cadences and governance that reduced delivery cycle time by 30% without adding headcount. $1B+ Real Estate Firm (La Fayette Properties) Fractional COO consulting. Assessed operational structure across acquisition, asset management, and investor relations. Designed systems to support scaling from 5,000 to 10,000+ homes. What results can you expect? 🏆 Systematized, automated operations with clear ownership and accountability 🏆 Bottlenecks identified and eliminated - so you can reach the next level 🏆 Self-managing teams that free your time for needle-moving activities 🏆 AI-powered workflows that handle repetitive tasks, triage, and reporting automatically Certifications: SAFe 6 Practice Consultant (SPC) Certified Scrum Master (CSM) Lean Six Sigma Green Belt Certified LeSS Practitioner Certified Customer Value Optimization Specialist NEXT STEP: Let's see if we're a good fit. Contact me for a free 30-minute consultation.