I have a history of high success in both the corporate and startup worlds: - Founded Hiperwall, grew it into a global multi-million-dollar business without investors - Managed Zetera global sales, marketing and manufacturing, helped raise over $20M - Part of the 4 person team that launched the Westinghouse line of LCD televisions - Oversaw a corporate turn-around at Premier mounts, restoring profitability and growth - Grew Canon computer sales by over 20% while increasing gross margin by 13% - Increased Compaq notebook sales by 50% to $500M annually in less than 1 year - Received a Silver Anvil from the Public Relations Society of America, their highest award I began my career as a software engineer, working for large enterprises like McDonnell Douglass and Xerox, as well as startup Dayflo, named software company of the year by PC Magazine. Over time, I transitioned to a technical marketing role, then through product management, brand management, strategic planning and eventually into general management. In 2000 I shifted my focus to the world of hi-tech startups. Since that time, I have worked exclusively for emerging companies as a consultant, employee, advisor, board member or founder. I am an adjunct college professor, teaching start-up skills to would-be entrepreneurs. I hold multiple granted patents, with additional patents pending, and am a published author whose work has appeared in preeminent publications such as PC Magazine, U.S. News & World Report, PC Computing and Digital Signage Magazine.

Top 0.1% - Financial Modeling, Investor Pitch Deck, Valuation, Capital Raise & Investment Analysis for Startups, SMBs & Investors - backed by STANFORD MBA and BIG 4 expertise. 🏆 $2B+ across fundraising and M&A transactions 🏆 500+ startups, businesses, and investors served 🏆 #1 Ranked on Upwork in PE/VC | Forbes, Bloomberg Featured 🏆 12+ years of experience in IB & VC | 100% Job Success FOR STARTUPS / SMEs: ✅ Financial Modeling, Projections (Pro Forma) ✅ 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, Financial Analysis (FP&A), Forecasting 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 (100% 5-stars, 400/400 clients): “After more than a year of speaking with M&A advisers, financial analysts, and private equity experts, George stood apart by a mile.” — AI SaaS CEO | raised $35M Series B “True expert financial modeler! He brought real clarity to our financial analysis, investor presentations, and other investor materials. Highly recommended!” — FinTech Founder | raised $11.2M Series A round “George did an excellent job. He was thoughtful and easy to work with. If you need venture capital consulting or startup advisory services, I highly recommend him.” — VC Investor | $10B AUM RECENT PROJECTS: Startup Financial Models (Microsoft Excel Model, Google Sheets Model, Investment Fund Model, Startup Funding Financial Model development, Real Estate Financial Modeling, and pro forma statements); Investor Pitch Decks, PowerPoint (PPT) Investor Pitch Deck design; Company Valuation, M&A; CIMs, OMs; PitchBook Investor Research; Investor-Grade Financial Analysis and Valuation (DCF, comps...), Investor deck preparation; Commercial Real Estate Financial Analysis; Private Equity Fund Pitch Deck (LP/GP), Feasibility Study. Financial modelling (Excel/Google Sheets), dashboards, Financial Analyst service & Investor Pitch Deck preparation for M&A. Capital raise, acquisition, diligence, investor presentation prep projects. ABOUT ME: I work with founders and investors on the materials and analysis that matter: a financial model investors can trust, an investor pitch deck that tells the fundraise story clearly, a business plan grounded in real assumptions, and valuation work that withstands due diligence. My background combines VC and investment banking (deep financial modelling experience - Google Sheets and Excel models). For startups, a typical engagement starts with a financial modeller work and expands into pro forma building for scenario planning, cash flow planning, financial forecasting, and financial projections. From there, the work often extends into an investor pitch deck creation (Powerpoint (PPT) investor presentation), business plan development, market research, CIM, teaser, and fundraising execution. I also provide support around financial planning, reporting, and investor readiness. For investors and acquirers, the work is more analytical: investment analysis, financial analysis, buy-side financial modeling, financial model review, LBO analysis, equity research, deal valuation, and transaction support before capital is committed. I am often brought in to review a startup financial model, pressure-test assumptions, refine an investment memo, or evaluate whether the numbers in a pitch deck, business plan, or data room hold up under scrutiny. The common thread is the same: financial analyst help - financial modeling, clear business plans, and financial analysis that supports better decisions. That can mean a SaaS financial model for a seed round, real estate financial modeling for a development / acquisition, a FinTech investor pitch deck for fundraising, or company valuation. I have worked across Tech, FinTech, AI, real estate, healthcare, e-commerce, renewable energy, manufacturing, and financial services. Clients usually reach out when they need a financial modeler for a startup financial model, a pitch deck expert for an investor presentation, or support with valuation and fundraising materials before a fundraising or acquisition decision. The financial model, investor pitch deck, business plan, and valuation should support the same decision in fundraising and investor meetings. INDUSTRIES: • FinTech / SaaS • Artificial Intelligence (AI) / Machine Learning (ML) • Blockchain / Crypto • Cybersecurity • Oil and Gas / Renewable Energy / Solar • E-Commerce • Healthcare / Biotech • Real Estate (Residential, Commercial), PropTech • CPG / Manufacturing • EdTech • Transportation / EV / Automotive • Financial Services • Hospitality / Tourism • Agriculture / AgTech

With 11,000+ hours of experience and 100+ successful projects, I help startups and growing businesses design, build, and scale tech products that actually work in the real world. Clients trust me because I deliver what’s promised — on time, with clear, proactive communication at every stage. Whether you need an MVP, a senior full-stack engineer, mobile expertise, or AI-driven systems, I act as a reliable technical partner focused on execution and outcomes. 🚀 MVP Development I build lean, high-velocity MVPs designed to validate ideas quickly and efficiently. From defining core features to shipping the first production version, I focus on rapid iteration, real user feedback, and fast launch cycles. 🧭 Fractional CTO / Product Leadership I provide Fractional CTO support for startups that need senior direction without full-time overhead. This includes product strategy, architecture decisions, AI adoption, team structuring, and delivery oversight. I help companies: integrate AI into products and workflows design scalable, modular architectures optimize for speed, automation, and execution 🧠 Full Stack Development (Modern, Scalable Systems) I build production-grade web applications using modern stacks: Frontend → Next.js, Tailwind CSS, Shadcn/UI Backend → Node.js, tRPC, Prisma, PostgreSQL Deployment → scalable cloud and edge architectures The result: fast UX, clean architecture, and systems built for continuous iteration. ✨ Vibe Coding — Product-First Engineering My approach blends engineering with product intuition. I use fast prototyping workflows to validate ideas quickly and ship with momentum. This means: AI-assisted development workflows fast iteration over overengineering Focus on product feel and usability from day one 🧱 No-Code / Low-Code (Bubble Partner) I build production-ready applications using Bubble for startups that need to move fast without sacrificing quality. Perfect for: MVPs internal tools marketplaces rapid experimentation and pivots 📱 Mobile Development (Flutter / React Native / iOS) I develop high-performance mobile apps across platforms: Flutter (primary cross-platform focus) React Native for rapid iteration Swift (iOS) for native, performance-critical applications Flutter is especially effective for building scalable apps with a single codebase across mobile ecosystems. 🤖 AI & Agentic Systems Development I build AI-native products and intelligent systems using: OpenAI, Claude, LangChain, FastAPI, vector databases, and custom LLM pipelines. This includes: AI agents that automate workflows RAG-based semantic search systems recommendation engines embedded copilots inside products multi-step automation systems The focus is not just on adding AI, but building systems that replace and automate manual work. 🧱 Tech Stack Expertise Frontend React, Next.js, Vue, SvelteKit, Tailwind CSS, Shadcn/UI Backend Node.js, NestJS, Express, Django, Laravel, FastAPI, tRPC, GraphQL Mobile Flutter, React Native, Swift, Kotlin, Expo AI / ML OpenAI, Claude, LangChain, TensorFlow, PyTorch, YOLO No-Code / Low-Code Bubble (certified), Webflow, Supabase, Airtable DevOps & Cloud AWS, GCP, Azure, Vercel, Docker, GitHub Actions, Terraform CMS & E-commerce WordPress, Shopify, WooCommerce, Sanity 📩 Let’s build something meaningful. Whether it’s an MVP, a scalable product, or AI-powered infrastructure, I bring execution, senior-level decision making, and speed to every project, focused on building software that works and scales.

I am a Chicago-based, top-rated strategy and growth consultant with 15+ years of experience helping founders, startups, and Fortune 500 companies gain a competitive edge. I am an Alumni of Deloitte Consulting and UBS Investment Bank and an MBA in Finance and Marketing. I work at the intersection of two high-impact disciplines, market intelligence and LinkedIn-led business growth, helping companies not just understand their market, but build the visibility and pipelines to win it. Market Intelligence & GTM Strategy - I help companies understand their market deeply and move fast. My process covers discovery and context mapping, customer voice and messaging insights, competitor deep dives (10+ competitors using Blue Ocean, SWOT, Perceptual Maps), differentiated positioning, and strategic recommendations for marketing, investor decks, and go-to-market execution. LinkedIn Growth & Lead Generation - I help founders and companies turn LinkedIn into a structured revenue channel, not just a content platform. Most profiles operate in silos with inconsistent messaging and no clear path to conversion. I align founder story, company narrative, and market positioning so everything compounds into one clear, compelling presence that drives inbound pipeline and measurable business outcomes. Recent work includes: Building a LinkedIn-led pipeline for a luxury brand in Manhattan, combining storytelling, targeted outreach, and positioning to drive high-value consultations. GTM strategies for AI and SaaS companies including for Universal computing, ProToCall, etc.

QuickBooks numbers should guide your business not confuse you. As a CPA, I help business owners bring order to messy QuickBooks Online accounts, fix broken Bookkeeping, and build clear financial plans through structured Financial Modeling. This is what I can help you with: If your QuickBooks Online is disorganized, your Bookkeeping is behind, or your reports don’t reflect the real performance of your business, I step in as your dedicated QuickBooks Bookkeeper. I perform structured QuickBooks Cleanup, fix historical errors inside QuickBooks, and rebuild your Bookkeeping so your financial reports are accurate and reliable. Once your QuickBooks and Bookkeeping are clean, I help you plan ahead with professional Financial Modeling. I build a structured 3 Statement Financial Model that connects your income statement, cash flow, and balance sheet. With realistic Financial Forecasting and clear Financial Analysis, you understand your burn rate, runway, and growth path. The result is simple: clean QuickBooks Online, reliable Bookkeeping, strong Financial Modeling, and clear projections built with the discipline of a CPA and the strategic thinking of a Fractional CFO. This gives you numbers you can trust, better decisions, and financial clarity as your business grows. What you get: • Full QuickBooks Cleanup and reconciliation in QuickBooks Online • Ongoing Bookkeeping managed by an experienced QuickBooks Bookkeeper • Structured Financial Modeling with an integrated 3 Statement Financial Model • Clear, realistic Financial Forecasting for growth and capital planning • Scenario-driven Financial Analysis for investor readiness • Strategic support aligned with Fractional CFO and CPA standards When your QuickBooks and Bookkeeping are accurate, and your Financial Modeling, Financial Forecasting, and Financial Analysis are structured and realistic, you make better decisions, reduce stress at tax time, prepare confidently for investors, and grow your business with clarity. My focus is simple: clean QuickBooks, disciplined Bookkeeping, strong Financial Modeling, integrated 3 Statement Financial Model development, reliable Financial Forecasting, detailed Financial Analysis, and execution delivered with the structure and strategic thinking of a seasoned CPA and Fractional CFO.

💼𝟳+ years of experience |💫Worked with 150+ SMEs & Enterprises (𝗜𝗕𝗠, 𝗖𝗶𝘀𝗰𝗼, 𝗪𝗮𝗹𝗺𝗮𝗿𝘁, 𝗨𝗔𝗘 𝗚𝗼𝘃𝘁) I help businesses operate smarter, whether that’s through clear technical documentation, agile project leadership, or smart workflow automation. With experience across 300+ projects, I’ve worked as a 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗔𝗻𝗮𝗹𝘆𝘀𝘁, 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿, 𝗦𝗖𝗥𝗨𝗠 𝗠𝗮𝘀𝘁𝗲𝗿, and 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗢𝘄𝗻𝗲𝗿, turning scattered ideas into structured execution. My planning and documentation align teams and keep progress on track. On the 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 side, I design and implement workflow systems utilizing tools, third-party platforms, and AI to automate manual tasks, streamline outreach, and integrate disparate systems. Whether you're running a service-based business, coaching program, or eCommerce store, I can help you save time, reduce manual work, and get your operations flowing smoothly. 🔶𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 & 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: I specialize in end-to-end documentation and planning that meets 𝗜𝗘𝗘𝗘, 𝗜𝗦𝗢, 𝗮𝗻𝗱 𝗔𝗣𝗔 standards. ✅𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗗𝗼𝗰𝘀: - SRS, BRD, FRD, FSD, SDD. - Use cases, estimation sheets, test plans, system design, and technical reports. ✅𝗔𝗰𝗮𝗱𝗲𝗺𝗶𝗰 & 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗗𝗼𝗰𝘀: - Feasibility reports, research proposals, final year projects, thesis. ✅𝗔𝗴𝗶𝗹𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: - User stories, Gantt charts, work breakdown structures, risk plans, role assignments. 🛠𝗧𝗼𝗼𝗹𝘀 𝗜 𝗨𝘀𝗲: MS Word / PowerPoint / Excel / Visio / Lucidchart / Figma / Turnitin / Grammarly 🔶𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗪𝗼𝗿𝗸: I design and build automation systems that reduce manual work, enhance speed, and ensure continuous operations 24/7. Industries I've Automated: ✅𝗲𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲 & 𝗥𝗲𝘁𝗮𝗶𝗹: Order processing, inventory sync, fulfillment updates. ✅𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗔𝗴𝗲𝗻𝗰𝗶𝗲𝘀: CRM sync, outreach flows, AI-powered content. ✅𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲: Booking systems, patient follow-ups, CRM pipelines. ✅𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲: Lead capture, follow-ups, CRM alerts. ✅𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 & 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻: Student onboarding, email sequences, tracking. ✅𝗙𝗶𝗻𝗮𝗻𝗰𝗲 & 𝗟𝗲𝗴𝗮𝗹: Invoicing, compliance reminders, client onboarding. ✅𝗥𝗲𝗰𝗿𝘂𝗶𝘁𝗺𝗲𝗻𝘁 & 𝗛𝗥: Candidate pipelines, interview scheduling. ✅𝗦𝗮𝗮𝗦 & 𝗦𝘁𝗮𝗿𝘁𝘂𝗽𝘀: API workflows, internal syncs, bots, CRMs. 🛠𝗧𝗼𝗼𝗹𝘀 𝗜 𝗨𝘀𝗲: Zapier / Make.com / n8n / Pabbly / HubSpot / Zoho / Salesforce / Pipedrive / Monday / ClickUp / Notion / Trello / Asana / Stripe / QuickBooks / Xero / Mailchimp / ActiveCampaign / Gmail / WhatsApp API / GPT / Claude / Webhooks / Custom API Integration 🔶𝗞𝗲𝘆 𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀: ✅𝟯𝟬𝟬+ documentation and planning projects delivered ✅𝟮𝟬𝟬+ custom automations delivered ✅𝟯𝟬,𝟬𝟬𝟬+ hours of manual work eliminated ✅𝟱𝟬𝟬𝗞+ saved through workflow improvements ✅𝟳𝟱–𝟵𝟬% reduction in time spent on repetitive processes 📩Let’s talk if you need a pro who can bring clarity, structure, and automation to your business so it can run better, scale faster, and depend less on you.

Half the battle of owning a business is building a solid foundation. And I want to help you tackle your brand and marketing strategy using proven tactics + custom solutions designed to achieve your unique goals. From advertising to branding and marketing, I've got you covered. Just to give you some insight into me: = Amazon Marketing Expert 5+ years of experience selling on the Amazon marketplace (Seller Central and Vendor Central). As an Amazon consultant, I've helped brands, of all sizes, across nearly every category, enhance sales, profit, PPC optimization, and brand awareness on Amazon. I also assist brands to expand internationally and into other third party marketplaces. My Services Include: ✔ Listing Optimization (SEO) - Including Titles, Bullets, Description ✔ EBC (Enhanced Brand Content) and A+ Content ✔ Competitor and Market Analysis ✔ Keyword Research and Reverse ASIN research ✔ Branded Storefront design, optimization, strategy ✔ Enhanced PPC Management - Including Sponsored Products, Headline Search Ads, Display Ads, AMS, DSP/Video ✔ Marketing Promotional Calendar ✔ Review Optimization and Management ✔ Account Creation and Setup ✔ A/B Split Testing ✔ Organic Keyword Rank Tracking ✔ FBA Financial Analysis & Modeling ✔ External Marketing Strategies ✔ Vendor Central Management ✔ Seller Central FBA and Management ✔International Marketplace Expansion and PPC management (Canada, UK, Germany, Spain, Italy, France, Australia, Japan, UAE, Mexico, India) My expertise also extends to Brand Consulting, Growth Consulting, Facebook Advertising, Shopify and B2B sales. == Brushee Brushee is a rising CPG start-up transforming oral care with our disposable mini toothbrush that has toothpaste in the bristles, a floss, and pick - for use on the go. With only one year on the market we've achieved: - Over 300,000 units sold on Amazon & other online outlets - Database of over 200,000+ Product Testers for Brushee - Featured on The Grommet (And launched to Over 4M users) - Scaling and launching our own brand without outside investment - In the process of Private Labeling for a national mass and drug retailer --- Manifest Studios - We are full-spectrum marketing, design, and web development agency spun off of Brushee to help other businesses. With our expertise, experience, knowledge, and relationships my team can help you achieve these stellar results and more at affordable rates (we know the grind - and we're here to help). We work at the intersection of marketing, design, and web development to fill the gaps in your business’s digital presence. We specialize in: Marketing Amazon Email Logic Flows Google Ads Content Creation Social Media Advertising Social Media Management Design Social Media Design Print Media Email Design Product Packaging Logo Design Web Development Hosting & Maintenance Search Engine Optimization Ecommerce Solutions UX/UI Design Copywriting and more.. Design We know capturing your business's look + feel isn't easy. Our design process combines technical expertise, industry-leading best practices, and unparalleled creativity to help you put your best face forward. We'll help you build effective digital + print assets and look sexy while doing it. Web Development Your website is the cornerstone of your online presence, which is why you need a site that looks fabulous and supports your initiatives. Not only do we build you a website that functions perfectly on any device, but we stick around to make sure your website is always ready for what's next.

🎯 𝗦𝗸𝗶𝗹𝗹𝘀 & 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 • Technical Writing & Documentation: SOPs, policies, procedures, playbooks, and user guides that ensure consistency and compliance. • Strategic Management Consulting: Guidance for scaling businesses, C-level support, and operational strategy. • Training & Learning Development: Design and delivery of engaging training programs, virtual, in-person, or hybrid. • Course Facilitation: Instructor-led training, workshops, and online course delivery. • Instructional Design & Technology: Course creation for e-learning, blended learning, and self-paced programs. • Process Engineering & Optimization: Streamlining workflows for greater efficiency and productivity. • Coaching & Advisement: Leadership coaching and strategic advice for business growth. 📌 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 As the CEO of Document Doctors, LLC, I have worked with a wide range of clients, from scaling startups to enterprise organizations, helping them optimize their operations, standardize processes, and elevate their training capabilities. My experience spans healthcare, finance, real estate, construction, manufacturing, retail, quick service restaurants, and more. I've also designed and delivered training for clients in various formats. Live, virtual, and self-paced, ensuring that learning is accessible and impactful. ✅ 𝗪𝗵𝘆 𝗖𝗵𝝾𝝾𝘀𝗲 𝗠𝗲 • Clear, concise, and compliant documentation that enhances efficiency. • Training programs tailored to your team’s needs and learning styles. • Strategic insights to help your business scale effectively. • 25+ years of cross-industry experience, from small businesses to enterprise clients. • Proven expertise in both technical writing and training design. Keywords: technical writer, SOP writer, policy and procedure development, training and course facilitation, instructional design expert, learning and development consultant, process optimization specialist, strategic management consulting, virtual training expert, in-person training facilitator, training course designer, e-learning content developer, training program creation, process documentation specialist, consulting for scaling businesses, Trainual Certified Partner, hybrid learning solutions, standard operating procedures, C-level strategy advisor, workflow optimization.

🏦 35 Years CFO & JP Morgan Investment Banking Experience 🙌🏽 850+ Clients Helped — Startups to Established Businesses 💰 $150M+ in Funding Raised 🏆 3x Entrepreneur with a Successful Exit "𝙃𝙚𝙮 𝙈𝙤𝙣𝙞𝙘𝙖, 𝙟𝙪𝙨𝙩 𝙬𝙖𝙣𝙩𝙚𝙙 𝙩𝙤 𝙡𝙚𝙩 𝙮𝙤𝙪 𝙠𝙣𝙤𝙬 𝙩𝙝𝙚 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧 𝙜𝙧𝙤𝙪𝙥 𝙬𝙖𝙨 𝙚𝙭𝙩𝙧𝙚𝙢𝙚𝙡𝙮 𝙞𝙢𝙥𝙧𝙚𝙨𝙨𝙚𝙙 𝙬𝙞𝙩𝙝 𝙩𝙝𝙚 𝙥𝙧𝙚𝙨𝙚𝙣𝙩𝙖𝙩𝙞𝙤𝙣, 𝙖𝙣𝙙 𝙩𝙝𝙚𝙮 𝙛𝙪𝙣𝙙𝙚𝙙 𝙩𝙝𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨! 𝙏𝙝𝙖𝙣𝙠 𝙮𝙤𝙪!!" - Jay Lax, CEO of Avalon ABA 📞 Invite me to your job, and I'm happy to share thoughts on your business. I've done this hundreds of times - you'll walk away with something useful regardless of whether you choose to work together. ☺️ 📞 Here’s how I help: ✅ Financial Clarity for Established Businesses: If you're running a business with real revenues but no CFO, I'll help you understand your numbers, find what's quietly eating your margins, and make better decisions - without the cost of a full-time hire. I work with businesses doing $1M–$10M in revenue who need CFO-level judgment without the CFO price tag. ✅ Getting You Investor-Ready: If you're raising a round, I'll build the Financial Model, Pitch Deck, and Business Plan you need to tell a compelling story and get funded. ✅ Models That Work Twice: The financial model I build will serve two needs at once - giving investors a thoughtful, comprehensive set of projections, and giving you a living document you can use to run your business more effectively. ✅ Ongoing Fractional CFO Support: If you want to keep working together beyond the initial engagement, I'll act as your Fractional CFO — helping you navigate financial decisions, build forecasts you can actually run the business from, and stay on top of cash before it becomes a problem. 📈 Fund & Investment Vehicles: LP/GP waterfall models, SPV structures, and feeder fund financial frameworks for private equity and family office clients. Why I’m worth talking to: ✅ I've done this hundreds of times before. 🔎 I'll understand your business model right away - you won't have to spend half the engagement explaining how it works. 🕵️‍♀️ I'll ask questions you probably haven't thought about. You may end up understanding your own business better just from our first conversation. 🚶🏽‍♀️ I've walked in your shoes as an entrepreneur multiple times. I know what it feels like to be running a business without a clear financial picture, and I know how to fix it. 📊 I work across the full spectrum of business - from pre-revenue startups raising their first round to established businesses doing $1M–$10M who need real CFO judgment without the full-time hire. Invite me to your job and let's talk through what you need!🙏 Monica Chitnis ────────────────────────────────────────────────────── More Client Feedback: "𝙈𝙤𝙣𝙞𝙘𝙖'𝙨 𝙘𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣𝙨 𝙩𝙤 𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙛𝙧𝙖𝙢𝙚𝙬𝙤𝙧𝙠 𝙬𝙚𝙧𝙚 𝙥𝙞𝙫𝙤𝙩𝙖𝙡. 𝙃𝙚𝙧 𝙘𝙧𝙚𝙖𝙩𝙞𝙤𝙣 𝙤𝙛 𝙖 𝙘𝙡𝙚𝙖𝙧, 𝙥𝙧𝙚𝙘𝙞𝙨𝙚 𝘾𝘼𝙋 𝙏𝙖𝙗𝙡𝙚 𝙖𝙣𝙙 𝙩𝙝𝙤𝙧𝙤𝙪𝙜𝙝 𝙫𝙖𝙡𝙪𝙖𝙩𝙞𝙤𝙣 𝙨𝙝𝙤𝙬𝙘𝙖𝙨𝙚𝙙 𝙝𝙚𝙧 𝙙𝙚𝙚𝙥 𝙚𝙭𝙥𝙚𝙧𝙩𝙞𝙨𝙚, 𝙖𝙣𝙙 𝙝𝙚𝙧 𝙧𝙚𝙖𝙡𝙞𝙨𝙩𝙞𝙘 𝙝𝙖𝙣𝙙𝙡𝙞𝙣𝙜 𝙤𝙛 𝙗𝙪𝙙𝙜𝙚𝙩 𝙖𝙨𝙨𝙪𝙢𝙥𝙩𝙞𝙤𝙣𝙨 𝙬𝙖𝙨 𝙧𝙚𝙢𝙖𝙧𝙠𝙖𝙗𝙡𝙚. 𝙃𝙚𝙧 𝙙𝙚𝙘𝙖𝙙𝙚𝙨 𝙤𝙛 𝙚𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚 𝙖𝙧𝙚 𝙖 𝙩𝙧𝙪𝙚 𝙖𝙨𝙨𝙚𝙩." -Jaser Aqeedi, CEO of iDoc-Health "𝘼 𝙜𝙚𝙢. 𝙈𝙚𝙩𝙞𝙘𝙪𝙡𝙤𝙪𝙨, 𝙥𝙖𝙩𝙞𝙚𝙣𝙩, 𝙖𝙣𝙙 𝙙𝙞𝙡𝙞𝙜𝙚𝙣𝙩. 𝙈𝙤𝙣𝙞𝙘𝙖 𝙗𝙧𝙤𝙪𝙜𝙝𝙩 𝙨𝙤 𝙢𝙪𝙘𝙝 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙧𝙤𝙟𝙚𝙘𝙩 𝙩𝙝𝙖𝙩 𝙬𝙚 𝙘𝙤𝙪𝙡𝙙 𝙨𝙚𝙚 𝙖𝙨𝙥𝙚𝙘𝙩𝙨 𝙤𝙛 𝙤𝙪𝙧 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙙𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙩𝙡𝙮, 𝙬𝙝𝙞𝙘𝙝 𝙜𝙧𝙚𝙖𝙩𝙡𝙮 𝙛𝙚𝙙 𝙤𝙪𝙧 𝙤𝙥𝙩𝙞𝙢𝙞𝙨𝙢. 𝙃𝙞𝙜𝙝𝙚𝙨𝙩 𝙧𝙚𝙘𝙤𝙢𝙢𝙚𝙣𝙙𝙖𝙩𝙞𝙤𝙣." - Michael Hoagland, CEO of Shopvana "𝙄𝙛 𝙮𝙤𝙪 𝙬𝙖𝙣𝙩 𝙖 𝙨𝙤𝙡𝙞𝙙, 𝙘𝙤𝙢𝙥𝙚𝙡𝙡𝙞𝙣𝙜 𝙥𝙞𝙩𝙘𝙝 𝙙𝙚𝙘𝙠 𝙩𝙝𝙖𝙩 𝙬𝙞𝙡𝙡 𝙩𝙚𝙡𝙡 𝙖 𝙨𝙩𝙤𝙧𝙮 𝙖𝙣𝙙 𝙘𝙖𝙥𝙩𝙞𝙫𝙖𝙩𝙚 𝙖𝙪𝙙𝙞𝙚𝙣𝙘𝙚𝙨, 𝙡𝙤𝙤𝙠 𝙣𝙤 𝙛𝙪𝙧𝙩𝙝𝙚𝙧. 𝙈𝙤𝙣𝙞𝙘𝙖'𝙨 𝙬𝙤𝙧𝙠 𝙞𝙨 𝙚𝙭𝙘𝙚𝙥𝙩𝙞𝙤𝙣𝙖𝙡. 𝙀𝙣𝙙 𝙤𝙛 𝙨𝙩𝙤𝙧𝙮." - Shareefah Hamilton Davis, CEO of Irie Psychiatry "𝙈𝙤𝙣𝙞𝙘𝙖 𝙬𝙖𝙨 𝙞𝙣𝙘𝙧𝙚𝙙𝙞𝙗𝙡𝙚 𝙩𝙤 𝙬𝙤𝙧𝙠 𝙬𝙞𝙩𝙝 𝙤𝙣 𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙢𝙤𝙙𝙚𝙡. 𝙎𝙝𝙚 𝙩𝙤𝙤𝙠 𝙩𝙝𝙚 𝙩𝙞𝙢𝙚 𝙩𝙤 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙖 𝙫𝙚𝙧𝙮 𝙘𝙤𝙢𝙥𝙡𝙚𝙭 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙖𝙣𝙙 𝙚𝙫𝙚𝙣 𝙘𝙧𝙚𝙖𝙩𝙚𝙙 𝙇𝙤𝙤𝙢 𝙫𝙞𝙙𝙚𝙤𝙨 𝙩𝙤 𝙬𝙖𝙡𝙠 𝙢𝙚 𝙩𝙝𝙧𝙤𝙪𝙜𝙝 𝙞𝙩. 𝙏𝙝𝙖𝙣𝙠𝙨 𝙩𝙤 𝙝𝙚𝙧, 𝙄 𝙛𝙚𝙚𝙡 𝙛𝙪𝙡𝙡𝙮 𝙥𝙧𝙚𝙥𝙖𝙧𝙚𝙙 𝙩𝙤 𝙥𝙧𝙚𝙨𝙚𝙣𝙩 𝙩𝙝𝙞𝙨 𝙩𝙤 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨." -Gretchen TeBockhorst, CEO of FrameFlow

✅ EXPERT-VETTED — TOP 1% of Freelancers on Upwork ✅ Hi, I’m Nichole McKinney — a Power Platform + analytics expert and the owner of two companies: BI Consulting Services (business intelligence + data solutions) and Evolve Digital Marketing (Evolve) (full-service digital marketing). That means you’re not just hiring someone who can build dashboards — you’re hiring a partner who can connect: Data → Automation → Dashboards → Insights → Growth I bring 10+ years of hands-on experience specializing in Microsoft’s Power Platform: Power BI, Power Automate, Power Apps, and Power Pages. I help organizations reduce manual work, improve reporting accuracy, and build decision-ready analytics that leaders can trust. And when the need is growth-focused, my team at Evolve Digital Marketing supports clients with SEO, paid media strategy, creative, and marketing analytics — making sure performance is measurable and tied to outcomes. 🎯 Why Choose Me? ✨ Expert-Vetted (Top 1%): Recognized for elite delivery quality and expertise. ✨ Owner + Operator: I lead strategy and execution — and can scale support through my teams when needed. ✨ BI + Marketing Performance: I don’t just report metrics — I help you identify what’s driving results, what’s broken, and what to fix next. ✨ Clear Communication: Transparent scope, clean milestones, consistent updates, and strong documentation. ✅ What I Help You Achieve (Outcomes Clients Hire Me For) Build a reliable single source of truth for reporting across finance, operations, sales, and marketing Replace manual spreadsheets with automated data refresh, validation, and reporting Deliver executive dashboards that clearly highlight KPIs, trends, and performance drivers Implement forecasting, trending, variance analysis, cohort analysis, and KPI scorecards Improve trust and adoption with clean data modeling, performance tuning, and governance Deploy secure, scalable reporting using row-level security (RLS) and role-based views Tie marketing spend to results with GA4 dashboards, funnel reporting, and attribution-ready structures Improve growth outcomes through SEO optimization, conversion improvements, and paid media efficiency What you’ll receive: clear KPI definitions, a scalable reporting/data model, dashboards and/or automations, and documentation so your team can run it confidently. 📈 Services & Expertise ✅ Business Intelligence (BI Consulting Services) Power BI Executive dashboards, KPI scorecards, operational reporting Data modeling, semantic models, performance tuning Security/RLS, drilldowns, scalable report design DAX measures, Power Query transformations, reporting standards Power Automate Workflow automation, approvals, alerts, integrations Rule-based processes across Microsoft + third-party tools Notifications, scheduled jobs, and operational “exception handling” workflows Power Apps / Power Pages Custom apps, internal tools, secure portals Role-based experiences, streamlined data capture, process modernization Intake forms, request/approval apps, operational trackers, portal experiences Data + Engineering SQL, ETL, APIs, Power Query, Python, SSIS Dataverse and Azure/Fabric patterns when required Data quality checks, refresh monitoring, and scalable table design ✅ Digital Marketing + Analytics (Evolve Digital Marketing) SEO + Content Strategy Technical SEO guidance, on-page optimization, local SEO, content planning Keyword strategy aligned to services, locations, and conversion intent Site structure + content improvements that support ranking and lead generation Paid Media Strategy Google Ads strategy, campaign structure, landing page alignment, optimization Budget planning, targeting strategy, measurement setup, performance iteration Marketing Analytics GA4 reporting, funnel visibility, campaign dashboards “Spend → leads → pipeline → revenue” reporting when CRM data is available Clear reporting that answers: What’s working? What’s wasting budget? What should we do next? Creative + Campaign Strategy Brand-aligned messaging, multi-channel campaign planning, performance-driven execution Strategy + reporting loops so decisions are backed by measurable outcomes ⭐ Client Reviews ⭐⭐⭐⭐⭐ “Timely, effective, and very personable. 10/10 would recommend for any Power BI needs.” ⭐⭐⭐⭐⭐ “Prepared a roadmap… simplified onboarding with Power Automate… huge difference.” ⭐⭐⭐⭐⭐ “Stepped in, communicated effectively, solved issues creatively, completed work with impressive speed.” 🌟 Let’s Connect If you want dashboards and automation that are scalable and reliable — or digital marketing that’s measurable and performance-driven — message me. I offer a free 30-minute consultation to understand your goals and recommend next steps. Keywords: Power BI, Power Platform, Power Automate, Power Apps, Microsoft Fabric, Power Pages, KPI dashboards, executive reporting, data modeling, DAX, SQL, ETL, API integration, Microsoft Fabric, GA4, SEO, Google Ads