The feedback I get from my clients ? "You don't just solve Hubspot problems, you solve business problems". I'm the right choice if you think that better processes are worth the investment. - I’m a Hubspot expert with over 30 certifications & was awarded EMEA HubSpot Customer First 2023 (hubspot.com/impact-awards-showcase-home) with my previous collective « In-residence » - I'm Expert Vetted by Upwork (top 1% of freelancers) - I'm an alumni of EDHEC (4th best business school worldwide according to the Financial Times in 2024) I’ve worked with companies of all sizes (from small businesses to valued over 1B), and I’m currently the fractional COO of Seeqle , an AI-driven recruitment Saas taking over the EU market. I’m also a partner of several SaaS solutions like Lemlist, Dropcontact and Albacross, and adept of dozens of CRM-related tools. Sounds like a fit ? My introductory calls are FREE. Send me a message, I'll have useful insights from day one.

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

💼 Transform Your Financial Chaos Into Fundable Infrastructure If your business is stuck between survival mode and scale mode because your books are messy, your personal credit is tangled with business expenses, or lenders keep saying "no," you're in the right place. I'm Nancy Mokaya, CEO and founder of Dynasty Financial Consulting Firm. I don't just balance your books. I build the complete financial infrastructure that makes your business bankable, fundable, and audit-ready. Think of me as the strategic CFO partner who bridges the gap between messy QuickBooks files and million-dollar funding approvals. With over $20K in Upwork earnings and proven results helping businesses unlock capital, optimize tax strategy, and establish standalone business credit, I specialize in taking growth-focused entrepreneurs from reactive survival to proactive legacy building. 🎯 Who I Help (And How) My ideal clients are visionary business owners in the DFW area and across the U.S. who are ready to scale but face these roadblocks: ✔️ Maxed-out personal credit funding business operations ✔️ Commingled personal and business funds destroying your corporate veil ✔️ Loan denials due to "unbankable" financial records ✔️ Cash flow leaks and reconciliation gaps preventing informed decisions ✔️ Zero business credit history, making vendor terms and funding impossible I help you transition from chaos to clarity by cleaning up your financial engine, decoupling personal risk from business growth, and positioning you as a low-risk, high-value opportunity to lenders. 🚀 My Core Services & Expertise Executive Advisory & Fractional CFO • Fractional CFO services for strategic growth planning • CFO advisory and proactive business growth strategy • Financial diagnostic audits to identify leaks and opportunities • KPI tracking and performance dashboards Capital & Funding Architecture • Independent business funding brokerage • Capital architecture and bankable business structuring • Business credit rebuilding (Paydex score optimization) • Cash flow analysis to maximize fundability Full-Stack Bookkeeping & Systems • QuickBooks and Xero expert setup and management • Account reconciliation and financial infrastructure buildout • Audit-ready bookkeeping that lenders and the IRS love • Monthly financial reporting and variance analysis Tax Strategy & Compliance • Comprehensive tax strategy and preparation • 1099 and payroll compliance management • Franchise and sales tax filing • Tax optimization to protect your bottom line 📊 Real Results, Real Impact Here's what sets me apart: I don't just deliver clean spreadsheets. I deliver outcomes. • Helped clients secure funding after multiple denials by restructuring their financial records and credit profiles • Built standalone business credit systems that protect personal credit scores and unlock vendor terms • Established audit-ready bookkeeping systems that save clients thousands during tax season • Designed cash flow strategies that eliminate the "feast or famine" cycle • Positioned businesses as bankable entities through meticulous financial infrastructure setup My approach combines the precision of a detail-obsessed bookkeeper with the strategic vision of a seasoned CFO. I translate messy data into clarity, compliance, and capital access. 💡 My Work Philosophy I don't just crunch numbers. I build relationships and become a trusted partner in your financial journey. My passion lies in empowering entrepreneurs to achieve sustainable financial health and unlock their full potential. I understand the unique challenges faced by startups and growing businesses because I've designed every service to address these pain points directly. Whether you need accurate financial records, expert cash flow management, or assistance securing your next round of funding, Dynasty Financial Consulting Firm is your strategic partner. We provide the financial infrastructure you need to move from simply reacting to proactively building your business legacy. 🔥 Let's Build Your Financial Legacy If you're ready to stop piercing your corporate veil, stop maxing out personal credit cards, and start positioning your business as a fundable, scalable asset, let's talk. I work with U.S.-based businesses (primarily DFW and North Dallas, but fully equipped to serve clients nationwide) on retainer agreements starting at $500/month or $50/hour project rates. Let's turn your financial chaos into your competitive advantage. Ready to become bankable? Let's get started.

Are you a founder drowning in daily operations instead of scaling your business? If your strategic vision is getting lost in translation between your US/EU headquarters and your LATAM team, or if every minor decision ends up on your desk, we need to talk. I am a Bilingual Fractional COO (C1 English, Native Spanish) and Lean Six Sigma Black Belt. I don't just hand you a PDF with advice; I embed myself into your business to fix broken processes, manage your remote teams, and build systems that eventually run without me. Over the last 10 years, I have helped companies move from operational chaos to autonomous scaling. Examples of my recent impact: Efficiency: Led 14+ continuous improvement initiatives using Value Stream Mapping, reducing cycle times by 20% and boosting overall operational efficiency by 15%. Profitability: Orchestrated a portfolio of strategic projects and restructured business lines, generating a 13% increase in profitability and expanding market share. Team Alignment: Bridged the cultural and language gap for distributed teams, eliminating execution bottlenecks through structured training and Agile rhythms. How I can help you: Process Engineering (SOPs): I write clear, step-by-step Standard Operating Procedures in both English and Spanish so your team knows exactly what "done" looks like. Data-Driven Visibility: I build automated KPI Dashboards (using Power BI and Minitab) so you can see your company's health in real-time without micromanaging. Daily Execution: I run the daily stand-ups and weekly syncs, acting as the operational bridge between you and your execution team. My Background: Lean Six Sigma Black Belt & Agile Scrum Expert BSc Mechanical Engineering & MBA Candidate 10+ years driving process efficiency My ultimate goal is to build an operational machine that makes me unnecessary. I am currently offering an introductory rate of $20/hr to build my platform history on Upwork. Stop being the bottleneck. Send me a message, and let's structure your business to scal

Business Plan Writer, Financial Modeling, Investor Pitch Decks, Valuation, Capital Raise & Investment Analysis for Startups, SMBs & Investors, Market Research & Intelligence, Feasibility & Strategy—backed by an MBA and multiple BIG areas of expertise. 🏆 $820M+ raised across fundraising and M&A transactions 🏆 5+ years of industry experience in investment banking, VC, and corporate finance 🏆 Top-ranked on Upwork in PE/VC | Featured by Forbes & Bloomberg 🏆 100% Job Success | Trusted by startups, SMEs, and investors FOR STARTUPS / SMEs: ✅ Financial Modeling, Projections (Pro Forma, Scenario Planning) ✅ Investor Pitch Deck, Presentation, Business Plan, Teaser (Sell-Side) ✅ Business Valuation, Cap Table, Offering Memorandum, Term Sheet ✅ Investor Sourcing, Outreach & Fundraising Campaign Management ✅ Fractional CFO Services, Financial Analysis (FP&A), Forecasting & Cash Flow Management Core Areas of Expertise (and beyond): ⭐️ Market & Industry Intelligence ⭐️ Feasibility Studies & Commercial Validation ⭐️ Competitive & M&A Research ⭐️ TAM / SAM / SOM Modeling ⭐️ Growth & Market Entry Strategy ⭐️ Investor & Board-Ready Reporting FOR INVESTORS / FUNDS / ACQUIRERS: ✅ M&A, LBO, Equity Valuation & Investment Memo Support ✅ Institutional-Grade Investment Analysis & Due Diligence ✅ Buy-Side Financial Modeling & Financial Forecasting ✅ Investment-Grade Market Research & Equity Research ✅ Data Room, Investor Deck & CIM Review 💎 CLIENT FEEDBACK: “After working with multiple advisors, Muhammad Ishfaq’s guidance stood out. His financial modeling and investor deck directly helped us raise $20M Series B.” — Sara Ahmed, AI SaaS Founder “Muhammad Ishfaq is a true expert. His CFO-level insights, financial projections, and pitch deck refinements transformed our fundraising strategy. Highly recommended!” — David Li, FinTech CEO | $10M Series A “Extremely professional and thorough. Muhammad’s investment analysis and valuation work helped our PE firm evaluate multiple acquisition targets confidently.” — Jonathan Kim, Private Equity Partner RECENT PROJECTS: Startup Business Plans, Startup Financial Models (Excel & Google Sheets), Pro Forma Statements, Investor Pitch Decks (PowerPoint), Company Valuation, M&A Support, CIMs & OMs, Investor Research, Commercial Real Estate Financial Analysis, Private Equity Fund Pitch Decks (LP/GP), Feasibility Studies, Capital Raise & Fundraising Campaign Management, and Fractional CFO advisory. ABOUT ME: I help founders and investors create financial materials that drive results: models investors can trust, investor pitch decks that tell a compelling story, and valuations that withstand due diligence. My background combines VC, investment banking, and CFO-level strategic finance experience. For startups, I begin with financial modeling and build pro forma statements for cash flow planning, scenario analysis, forecasting, and growth planning. From there, I provide CFO advisory, pitch deck creation, business plan development, market research, CIMs, teasers, and full fundraising execution. For investors and acquirers, I focus on financial analysis, buy-side modeling, deal valuation, and transaction support, reviewing financial models and investor materials to ensure accuracy before capital commitment. INDUSTRIES SERVED: FinTech / SaaS Artificial Intelligence / Machine Learning Blockchain / Crypto Cybersecurity Renewable Energy / Solar / Oil & Gas E-Commerce Healthcare / Biotech Real Estate (Residential & Commercial), PropTech Manufacturing / CPG EdTech Transportation / EV / Automotive Financial Services Hospitality / Tourism Agriculture / AgTech AI automation and more...! 📅 Available for Zoom. Message me your requirements and let's get started.

Hi there! I’m Asad Khan, an experienced Accounting and Financial expert who can help you achieve your business goals. Founder of FixIT Consul-Tech, leading a team of experienced and qualified professionals who provide a comprehensive range of accounting, taxation, and financial consultancy services to businesses of all sizes. Highlights: ➜ 4000+ hours worked on Upwork ➜ 100% Job Success Rate ➜ Top-Rated Plus ➜ $100k+ Earning Expertise: • GAAP Accounting • Bookkeeping • Accounting Software Migration • Financial Planning • Valuations • Budgeting/Forecasting • Tax Accounting • Sec Reporting • Financial Reporting • AR/AP Management I always take a personalized approach to each project assigned. Tools I use: QuickBooks, Xero, Sage Intacct, NetSuite, and Excel. Let’s work together to help your business succeed!

👨‍💼 Hi there, I’m Jonathan, a seasoned Executives Coach, Senior consultant, entrepreneur, and executive with over 20 years of experience driving results for businesses across diverse industries. Whether you’re refining your strategy, seeking expert project management or looking for effective Executive Coaching, I bring the skills and insights to help you succeed. I specialize in helping businesses achieve their goals through strategic planning, business development, and expert project management. My career includes leading complex, multidisciplinary projects, managing teams across multiple domains, and delivering innovative solutions from concept to commercialization. I’ve also implemented quality and ERP systems, and I’m experienced in navigating the challenges of regulated industries. I Empower executives to strengthen leadership presence, improve decision-making, and navigate complexity with confidence. Provide personalized coaching to enhance: • Executive Presence & Influence – Strengthen leadership authority, communication, and personal brand. • Decision-Making Under Uncertainty – Equip leaders with structured frameworks to navigate risk and complexity. • High-Performance Leadership – Optimize team dynamics, resilience, and strategic execution. • Emotional Intelligence & Leadership Agility – Develop self-awareness, adaptability, and relationship management. 💪 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐰𝐡𝐚𝐭 𝐦𝐲 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐬𝐚𝐲 𝐚𝐛𝐨𝐮𝐭 𝐦𝐞: ✅ " Jonathan has a knack for cutting through the noise and getting to the heart of the matter. He helped us translate our vision into a concrete strategy with clear priorities and measurable outcomes. ✅ " Jonathan's project management expertise was a lifesaver. He not only helped us navigate a challenging project but also empowered our team and facilitated clear communication with our board of directors. His ability to bring clarity and structure to chaos is invaluable." My consulting experience spans industries including medical devices, biotech, healthcare AI, real estate AI, HR and compensation, administrative services, and climate-tech. This diverse background enables me to craft tailored strategies and deliver actionable solutions that meet your specific needs. Here are the areas in which I can add the most value: • Executives Coaching : Trusted advisor to CEOs, boards, and senior executives, providing high-impact executive coaching and strategic consulting to drive leadership excellence, organizational growth, and business success. • Strategy Consulting: Developing business and market strategies to align with your goals. • Project Management: Managing multidisciplinary projects to ensure smooth execution and impactful results. • Startup Consulting: Supporting entrepreneurs through concept development, fundraising, and scaling. • Decision-Making Expertise: Providing actionable insights under uncertainty. • Risk Analysis & Mitigation: Identifying challenges and implementing solutions to overcome them. • Fundraising Support: Assisting with investor pitches, roadshow preparation, and due-diligence readiness. • Business Plan & Financial Planning: Crafting detailed and effective business and financial strategies. 🤝 Collaboration is at the heart of what I do. Clients value my ability to align strategic goals with practical solutions, communicate effectively with stakeholders, and mentor teams to deliver results. My hands-on and success-oriented approach ensures I’m invested in your success every step of the way. 💪 𝐌𝐨𝐫𝐞 𝐭𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 𝐟𝐫𝐨𝐦 𝐩𝐚𝐬𝐭 𝐜𝐥𝐢𝐞𝐧𝐭𝐬: ✅ "Our initial pitch was falling flat with investors. Jonathan helped us completely revamp our approach, focusing on the key benefits and market potential of our technology. He helped us tell a compelling story that captured investor interest” Looking forward to working with you and helping you achieve your goals . 😊

I help founder-led and scaling companies build compensation and HR systems that support growth, protect margins, and reduce risk. With over 25 years of experience in executive search, compensation strategy, and HR advisory, I work directly with founders and leadership teams who need senior-level guidance without hiring a full-time HR executive. I hold four senior certifications: **Certified Compensation Professional (CCP) **Certified Executive Compensation Professional (CECP) **SPHR (Senior Professional in Human Resources) **GPHR (Global Professional in Human Resources) My work is especially valuable for companies moving from “informal and reactive” to structured and scalable. **Compensation Strategy & Pay Architecture **Market benchmarking and true-market analysis **Salary band design and internal leveling **Incentive and bonus plan development **Executive and leadership compensation modeling **Equity and long-term incentive guidance **Pay equity and internal alignment reviews I help companies answer critical questions such as: Are we paying competitively — and sustainably? How should we structure incentives as we grow? What is a defensible compensation range for this role? How do we align pay with performance and profitability? Fractional HR & Growth Advisory **Multi-state compliance and wage/hour guidance **Performance management structure **Organizational design and role clarity **Policy development and risk mitigation **Hiring strategy and workforce planning Clients typically engage me when: **They are growing quickly and need structure **Compensation decisions are becoming more complex **They want senior HR guidance without adding executive overhead **They need clarity before funding, expansion, or scaling My approach is practical, data-driven, and business-focused. I understand that every compensation decision impacts margin, retention, and long-term sustainability. Available for project-based work or ongoing advisory relationships.

As a dedicated father, husband, and business owner, I am a technology leader with over 20 years of experience in driving innovation and business growth. My passion lies in leveraging my curiosity, technical expertise, and business acumen to solve technology challenges for businesses. Known as the "MacGyver of Tech," I thrive on problem-solving and innovation, bringing a unique blend of engineering, disruptive technology design, and data science to every project. I have significant experience working with companies and teams of all sizes, consistently leading IT initiatives that enhance operational excellence and cost-effectiveness. As an expert in Artificial Intelligence with extensive experience in ChatGPT, I specialize in helping companies organize, formalize, fundraise, and execute rapid growth strategies. My ability to bridge the gap between technology and business enables me to foster innovation and deliver tangible results. I am always eager to connect with like-minded professionals and explore opportunities to collaborate on transformative projects. My personal specialties include: AI, email deliverability (MX, SPF, DKIM, DMARC, TXT), mobile app development (iOS, Android), technology consulting, CRM (Hubspot, Salesforce) builds, business analysis, operations, email marketing, lead generation, and product development launches.

Growth exposes everything. I help you fix it. I'm a fractional operations partner with 15+ years of experience building the systems, processes, and people infrastructure that let organizations scale without losing consistency or control. I've served as a senior leader inside a $150M ARR franchise network, built entire departments from scratch, recruited and onboarded over 500 professionals personally, and delivered B2C and B2B sales programs that exceeding first year targets by over $2M. I've made the expensive mistakes already. You get to skip straight to what works. Where I plug in and add immediate value: - Operational Infrastructure & SOPs — Coming from the franchise world where "multi-location readiness" was everything, I know how to design and document the workflows, playbooks, and standard operating procedures that create consistency across teams and locations. If your team still operates from tribal knowledge, we'll capture what works, document it, and make it digestible and repeatable. - Onboarding & Ramp Programs — I build onboarding programs tied to performance outcomes, not just task completion. New hires and new business units get up to speed faster, with less hand-holding required from your senior team. This can look like capturing your corporate DNA in a Masterclass, breaking bad habits in group workshops, or even helping lead a content-heavy LMS implementation. - Leadership Development & Team Infrastructure — I help you build the management layer your org needs to scale. That means installing the right hiring frameworks, performance management rhythms, and meeting operating systems so your leaders run tight, accountable teams — without you in every room. - Fractional COO / Chief of Staff Support — I can step into an embedded capacity to own cross-functional initiatives, build out operational cadences, run performance dashboards and OKR reporting, and execute on the priorities leadership doesn't have bandwidth to drive themselves. I know which revenue levers to pull, but what I'm really building is something you're proud to walk into every day — a business that runs on clarity, not chaos, and a team who actually loves being a part of it. If that's what you're after, let's talk!