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$166/hr
100%
Job Success
$300K+ earned
Available now
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CFO+𝗦𝘂𝗽𝗲𝗿 𝗣𝗼𝘄𝗲𝗿𝘀! 💪 𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅
500 + Million raised by my models | $300k+ earned on Upwork | Most models delivered in 1 week
My models are built to withstand investor diligence.
🛠𝗙𝗶𝘅 𝗬𝗼𝘂𝗿 𝗣𝗿𝗶𝗰𝗶𝗻𝗴. 𝗖𝗹𝗮𝗿𝗶𝗳𝘆 𝗬𝗼𝘂𝗿 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗠𝗼𝗱𝗲𝗹. 𝗥𝗮𝗶𝘀𝗲 𝗙𝘂𝗻𝗱𝘀 𝗪𝗶𝘁𝗵 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲.💰
Im a CFO who helps SaaS and AI startups optimize their business model by designing pricing, packaging, and revenue models that actually scale.
🔥Invite me to your job and book a 𝗙𝗥𝗘𝗘 20 min 💸𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝘾𝙖𝙡𝙡📞
𝗜 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗮𝗻𝘀𝘄𝗲𝗿:
• What should we charge?
• How do we structure tiers or usage pricing?
• Will this be profitable at scale?
• What numbers do investors expect to see?
• How do we translate strategy into a real financial model?
✨ I specialize in monetization, pricing, and revenue architecture, the decisions that directly impact ARR, margins, and valuation for:
• SaaS / B2B software
• AI tools & platforms
• Marketplaces
• Subscription businesses
• Fintech
• Health tech
• Vertical SaaS
companies.✨
✅ Typical outcomes my clients get
✔ Clear pricing & packaging strategy
✔ Higher ARPU and better margins
✔ Investor-ready financial model
✔ Faster fundraising
✔ Shorter sales cycles
✔ Confident launch plan
Many clients see 𝟭𝟬𝘅–𝟯𝟱𝘅 𝗥𝗢𝗜 from pricing & revenue improvements alone.
🥇 𝗪𝗵𝘆 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗶𝗿𝗲 𝗺𝗲
• Top Rated Plus & Expert Vetted (Top 1% on Upwork)
• Featured on Forbes, Nasdaq, CEO Weekly
• Advised 150+ tech startups
• Helped clients raise $500M+
• MBA (Finance), MS Economics, 15+ years operating experience
But more importantly:
I explain finance clearly and turn complex strategy into practical decisions founders can act on immediately.
💼 𝗛𝗼𝘄 𝘄𝗲 𝘁𝘆𝗽𝗶𝗰𝗮𝗹𝗹𝘆 𝘄𝗼𝗿𝗸 ? 𝘀𝗶𝗺𝗽𝗹𝗲 𝗳𝗶𝘅𝗲𝗱 𝗽𝗮𝗰𝗸𝗮𝗴𝗲𝘀
Clients need a clear outcome, So I offer structured sprints:
✅ 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗦𝗽𝗿𝗶𝗻𝘁 (𝟭-𝟮 𝘄𝗲𝗲𝗸)
• Pricing tiers + packaging
• Subscription/usage strategy
• Discount & sales guardrails
• Enterprise level pricing framework
• Competitor benchmark
• ICP & value positioning check
• Action plan memo
✅𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗿𝗲𝗮𝗱𝘆 𝗣𝗮𝗰𝗸𝗮𝗴𝗲 (𝟮 𝘄𝗲𝗲𝗸𝘀)
• Financial model & forecast
• Unit economics & break-even
• Investor-ready projections
✅ 𝗢𝗻𝗴𝗼𝗶𝗻𝗴 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 (𝗺𝗼𝗻𝘁𝗵𝗹𝘆)
• Pricing experiments
• New feature/add-on pricing
• Deal support & custom pricing
• Board/investor metrics
• Continuous optimization
• Async Slack/email access
𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲?
𝙁𝙤𝙪𝙣𝙙𝙚𝙧 𝘾𝙀𝙊( 𝙎𝙚𝙚𝙙 𝙍𝙤𝙪𝙣𝙙 𝙎𝙩𝙖𝙧𝙩𝙪𝙥) 𝟱 𝗼𝘂𝘁 𝗼𝗳 𝟱 ⭐⭐⭐⭐⭐
““The financial expert for non-financial founders. Zahra helped us build our pricing and financial model and made our fundraising dramatically easier. Worth every dollar.”
📞 𝗡𝗲𝘅𝘁 𝘀𝘁𝗲𝗽
Invite me to your job and we’ll start with a quick call to understand your goals and see if there’s a fit.
If I’m not the right person, I’ll tell you directly.
$22.22/hr
93%
Job Success
$200K+ earned
Available now
Offers consultations
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End of list.
🏆🏆🏆 𝗧𝗢𝗣 𝗥𝗔𝗧𝗘𝗗 𝗣𝗟𝗨𝗦 by Upwork (𝗧𝗼𝗽 𝟯%) 🏆🏆🏆
✅ 30 Five Star Client Reviews and Counting
✅ 13,000+ hours and still counting
✅ 100% Job Success Score (Client Satisfaction Ratio)
✅ 100% Client Recommendations
✅ 15+ Years Of Experience
Hello! I'm Leif Brian Margallo, and I bring over a decade of diverse professional experience to the table. I started my career as a Customer Service Representative at ePLDT Ventus in April 2007, where I honed my customer-centric skills and developed a strong foundation in communication.
My journey then led me to Callbox Inc., where I served as a Sales Associate for 1 year and 3 months. During my time in Iloilo City, Philippines, I embraced the world of sales, learning the art of persuasion and relationship-building.
In 2011, I embarked on a new adventure as the CEO/Founder of Virtual Workforce Professionals (VWP). For over 12 years, I've been wearing multiple hats as an Agency Owner, Business Development Manager, and Project Manager. This entrepreneurial journey has been incredibly fulfilling, allowing me to thrive in a dynamic business environment.
My experience further expanded when I joined nClouds Inc. as a Customer Success Manager back in March of 2020. As I gained experience I was promoted as an AWS Program Administrator in January 2023. I've been actively contributing to the company's growth and success in the cloud computing industry.
Education-wise, I hold a Bachelor of Science in Information Technology from Iloilo Science and Technology University, where I laid the foundation for my technical expertise.
My commitment to staying at the forefront of industry trends is evident in my certifications. I'm an AWS Partner: Migration Ambassador and also hold an AWS Certified Cloud Practitioner through Amazon Web Services.
I've also invested in my personal development, completing courses such as "Developing the Leaders Around You" through The John Maxwell Team and "LinkedIn Marketing, Lead Generation & B2B Sales" on Udemy.
With a rich blend of customer service, sales, entrepreneurship, and AWS experience, I am well-equipped to tackle a wide range of projects. Let's collaborate and make your vision a reality!
Associated with
Virtual Workforce Professionals
$4M+
earned
United Arab Emirates
$100/hr
100%
Job Success
$300K+ earned
Offers consultations
Start of list.
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I help DTC and Amazon brands doing $3M–$25M in revenue turn marketing spend into profit and build the financial infrastructure to scale without surprises.
Recent result: Led the turnaround of a DTC health and wellness brand from -$2.5M EBIT to a cash-positive run rate, contributing to a 25% CAC reduction through marketing mix modeling and channel-level spend reallocation. Three-year embedded CFO engagement, still ongoing.
What I do:
1. Growth & marketing finance. Channel-level unit economics, blended LTV/CAC ceilings, marketing mix modeling, Amazon vs DTC spend optimization, retention cohorts. I sit between you and your media buyers and make sure every dollar can be defended on the P&L.
2. Ecom-native FP&A. 13-week cash forecasting tied to inventory cycles and ad spend, scenario modeling for launches and peak season, KPI dashboards your team will actually look at, and clean monthly close.
3. Multi-brand and cross-border. Built a modular financial model spanning 10 brands for a dropshipping operator. Comfortable across SKU-level margins, multi-currency, and cross-border operations (US, EU, GCC).
4. Investor readiness when you need it. Board-ready materials, valuation analysis, deal structuring. I've sat on the fundraising side of 120+ early-stage companies through direct work and agency partnerships (TribeFirst due diligence, Bitcoin Startup Lab pitch coaching), so I know exactly what investors will dig into when they see your numbers.
5. AI-native by design. I build Claude-based agents for transaction categorization, anomaly flagging, and forecast updates. You get senior CFO judgment plus automation, not a junior modeler at a higher rate.
Background: MBA from IESE Business School, engineering by training, finance operator by choice. I've run finance for brands selling on Amazon and own-channel DTC, so I understand the unit economics tradeoffs between the two and how to allocate spend between them.
If your finance function isn't giving you a clear answer to "is this growth profitable and can we afford it," let's talk. Happy to do a 30-minute call to look at your numbers and tell you where I'd start.
$100/hr
100%
Job Success
$900K+ earned
Available now
Start of list.
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Almost everyone gives me a 5 Star review. If I take on your project, I'm sure I'll do the same for you. I take pride in my work. I execute at a high level consistently.
*Read my reviews*
Who am I?
I'm an Entrepreneur, Copywriter, Business Development Expert and "Right Hand Helper". I've founded multiple companies including Grand Slam Garage Sales (GSBizKit.com, RunMySale.com, GarageSaleIndustry.com) and Everything Started As Nothing (EverythingStartedAsNothing.com).
Some accomplishments:
My businesses and I have been featured on Dr. Phil, Entrepreneur Magazine, PBS, ABC 13, FOX 26, KHOU 11 and the Houston Chronicle among many other news features. I've generated a few hundred thousand views on YouTube and have formed several business partnerships which have helped generate 6 figures revenue.
A bit more about me:
I think outside the box, take pride in everything I do and work hard to execute with quality. I'm savvy, creative and understand how to solve problems. I type 101 words per minute. I'm accurate. I know how to sell. I know how to write copy that sells. I know how to build and manage teams.
The reason I'm here:
I've been an entrepreneur since I was 4 years old, literally. I've run my main business since I was 14 years old. I'm in search of unique opportunities so that I can work in other businesses and expand my mind. I'm confident that I can add a lot of value to every business that I work with. I'm also confident that by doing so, my mind will expand and I'll think of even more ideas for my businesses.
What I can offer to YOU:
I'm looking for a variety of opportunities and am open to short projects and projects that are ongoing. I can offer copywriting services: email campaigns, websites, landing pages, business proposals, flyers, videos and more. I can also offer the following services: Marketing Plans, Marketing Execution, Business Plans/Strategy, Business Plans/Strategy Execution, Social Media Management and a variety of additional services. Feel free to ask if there's something in particular that you're looking for help with. I'll let you know whether or not I can add value. :)
United States
$60/hr
100%
Job Success
$1M+ earned
Available now
Offers consultations
Start of list.
End of list.
Are you tired of wasting money on marketing that never works?
Burned by SEO “experts” who overpromise and underdeliver?
Relying too heavily on paid ads without seeing sustainable growth?
Want more qualified traffic and leads, but don’t know who to trust?
I help businesses build predictable, compounding organic traffic by combining proven SEO strategies with AIO (AI Overviews) optimization — so you can rank faster, convert more, and future-proof your search presence in the AI era.
This concept is the revolution of ranking on ChatGPT search and more.
With 20+ years in digital marketing, I’ve scaled 100+ websites I own and manage, plus dozens of client brands. I’ve also been Expert-Vetted on Upwork since 2016, with nearly $1M in consulting revenue and 100+ 5-star reviews.
This isn’t theory — it’s the same approach I’ve used to:
- Build a $5M+ business in the violin niche using SEO
- Rank new content in Google AI Overviews within days
- Drive 6,500+ leads in just 3 days for a client campaign
- Grow my own YouTube channel to 70,000+ subscribers through SEO
You’re a great fit for my services if you:
- Run an established online business making $50K–$500K annually
- Offer services or products (coaching, courses, SaaS, e-comm, etc.)
- Have wasted $2K–$10K+/mo on marketing that didn’t move the needle
- Want a long-term, AIO/SEO-driven system — not a one-off tactic
- Prefer working directly with someone who has built and scaled businesses from scratch
I’m Michael Sanchez — SEO and AIO strategist with a track record of helping good businesses win online without relying on paid ads.
Pakistan
$50/hr
100%
Job Success
$100K+ earned
Available now
Offers consultations
Start of list.
End of list.
Top Rated Plus | 100% JSS | Top 3% talent on Upwork | 12+ years of exp
How can I help:
👉 Stand up and run the finance and accounting function end-to-end.
- CEO/board dashboards, lender packages, monthly reporting suites.
- GAAP Financial statements & management accounts
- Month-end close, reconciliations, management accounts, audit readiness.
- Driver-based planning, variance analysis, scenario modeling, KPI design.
- Annual budgets, rolling forecasts, long-range plans, board targets.
- 13-week cash, liquidity planning, working-capital optimization.
- Pricing, margin & profitability analysis, growth & ROI evaluation.
👉Who I Serve:
PE/VC-backed companies, eCommerce & DTC brands, SaaS, and founder-led mid-market businesses scaling from $2M to $100M in revenue.
👉Why employers like you prefer me:
- 100+ projected delivered on Upwork alone with 4.9+ stars ratings
- representing top 3% talent on Upwork
- xKPMG & UK Qualified
- 12+ Years in finance & accounting
- ownership and autonomy, no-supervision, reliable, teamplayer and committed
Best,
Saddam
$150/hr
95%
Job Success
$200K+ earned
Available now
Offers consultations
Start of list.
End of list.
Fractional COO for founder-led businesses between £500k and £10m revenue. I build the operational infrastructure, decision governance, accountability structures, forecasting systems, that lets founders scale without being the bottleneck.
I've done this across SaaS, e-commerce, financial services, digital agencies, and professional services. The presenting problems are always different. The structural ones rarely are: decisions bottleneck at the top, the team waits, delivery wobbles, and the founder is everywhere and nowhere.
𝗪𝗵𝗮𝘁 𝗧𝗵𝗮𝘁 𝗟𝗼𝗼𝗸𝘀 𝗟𝗶𝗸𝗲 𝗶𝗻 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲
At a real estate SaaS company, I built a customer success function from scratch, redesigned onboarding, and installed upsell and reactivation workflows. Over 8 months: MRR grew from £42k to £71k, churn dropped from 4.8% to 2.7%, and NRR moved from 101% to 114%.
At a 40-person financial education business, the founder was the operating system — every decision routed through him. I rebuilt decision rights and accountability structures so team leads owned their areas. Within 60 days, escalations dropped by more than half and he got his weekends back.
At a US tax advisory firm, I built the sales operation from scratch, scripts, SDR structure, onboarding, CSM framework. Monthly sales went from $20k to $60k in six months.
These aren't edge cases. This is what happens when operations catch up with ambition.
𝗛𝗼𝘄 𝗜 𝗪𝗼𝗿𝗸
I bring two things most fractional operators don't.
The first is 11 years of ex-military service — including special ops — where the job was to assess fast, identify the real problem, and execute under pressure with limited margin for error. That discipline transfers directly into business operations, change management, and building teams that perform without being managed.
The second is technical implementation capability. I don't just redesign your operations and hand you a plan. I build the systems, accountability dashboards, CRM architecture, AI-assisted workflows, automated reporting. You get a working operational infrastructure, not a strategy deck.
I've managed a £750m programme portfolio at a global technology corporation. Delivered £300m in operational savings at a UK managed services business. Run GTM strategy for companies expanding into Saudi Arabia and the UAE. Stood up operations in environments where there were no systems at all.
I know what scales and what doesn't.
𝗪𝗵𝗮𝘁 𝗜 𝗛𝗲𝗹𝗽 𝗪𝗶𝘁𝗵
Fractional COO and Director of Operations engagements for businesses that need senior operational leadership without a full-time hire. Operational diagnostics for founders who know something's wrong but can't see where. Decision governance and accountability framework design. CRM build and sales pipeline architecture. Business process improvement and change management. Business mentoring for founders scaling from operator to leader. Chief of Staff and Head of Operations roles where senior judgment is needed, not just execution.
𝗪𝗵𝗼 𝗜 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵
Founders of businesses between £500k and £10m revenue, typically 10 to 50 people, where growth has outpaced the structure underneath it. Usually they're working harder than ever and getting less traction. The problem is almost never the market. It's the operating model.
I'll tell you what's actually wrong — including if it's something uncomfortable. That's the job.
𝗛𝗼𝘄 𝘁𝗼 𝗦𝘁𝗮𝗿𝘁
Send me three things: what your business does and how big the team is, where growth has stalled or operations are breaking down, and whether you need ongoing operational leadership, a specific build, or a diagnostic first.
I'll respond within 24 hours and tell you directly whether I can help and how I'd approach it.
Associated with
🚀Your Business Growth Team
$100K+
earned
$50/hr
100%
Job Success
$200K+ earned
Available now
Offers consultations
Start of list.
End of list.
🎯 17 years of experience, 16 years in leadership positions. Ex Thomson Reuters (Fortune 500).
🔝 Top 0.09% in Management, 0.1% in Sales & 2.92% in Marketing Management on Upwork (with 100% in Marketing Management, Marketing Strategy and Marketing Communications). Expert Vetted.
Harvard Business School educated executive with Fortune 500 leadership, marketing, strategy, sales, operations and CRM experience, passionate about helping clients in the following areas:
1) Fractional CMO
2) Global Leadership (COO, CSO, CoS, Project Management)
3) Business Strategy and Marketing Strategy (+Go to Market - GTM)
4) CEO Advisory & Management Consulting
5) Market Research & Pitch Deck Presentations
6) Sales, Marketing, CRM and Business Development
7) Career Management (coaching, mentoring, career transitions, CV/LinkedIn)
Industry expertise: financial services, wealth management, technology, fintech, art, blockchain, cybersecurity.
KEY ACCOMPLISHMENTS
• 2025: Became a Partner at IBERICOSTA - focused on Real Estate Investments - $4M deals closed
• 2024: Appointed a Partner at The Fusion Art Gallery - focused on Art Investments - managed 30 artists
• 2022: Joined as Chief Marketing Officer at Suisse Blockchain, built a team from scratch
• 2021: Passed (86%) Wealth & Investment Management Certification with CISI – Level 3
• 2019: Became a Certified Change Agent (CCA) Assessor Board Member at Capillary Consulting
• 2017: Personal sales result: $2,000,000 of new business with client base spanning 7 countries
• 2015: Completed Harvard Business School course on Disruptive Strategy; profiled by the school
• 2014: Responsibility for global marketing strategy and budget; Fin LOB revenue of $300m
• 2012: Managed a $10MM portfolio of nearly 300 clients throughout Europe West, including Chief
Economists, Portfolio Managers, Chief Investment Officers, Big 4, Private and Central Bankers
• 2011: Led global “high-potential” project – created a community for 2500 top talents globally
• 2010: Promoted to Fortune 500 management at the age of 23. Led a team of 12 direct reports
• 2009: Graduated top of class (First Class, 1:1 with Distinction) in Business & French
KEY SKILLS:
Leadership • CRM • Business Communication • Strategy • Fund Industry • Lipper • Investment, Asset & Wealth Management • Strategic Management • Change Management • Sales & Marketing • Business Development • Marketing Strategy • Recruitment & Team Building • Motivation & Staff Development • Trainings & Presentations • Problem Solving & Decision Making
REFERENCES:
✅#1 - Global Head of Talent at Thomson Reuters:
"Marcin is a high potential employee at Thomson Reuters and was one of the first to raise his hand to participate in a global project that I was leading. He went on to assume a global role as a leader of a working subgroup that proved to be the most successful at the end of the 6 month pilot run.
When he visited Asia, Marcin made special arrangements to be in Singapore and proposed to meet other high potentials which was not previously practised by others in a similar capacity.
Marcin clearly exhibits all the essential traits of a global manager who is culturally sensitive, communicates well (both verbally and written) and has a geniune interest in helping others to succeed. His strong collaborative skills coupled with his interest to learn new things will bring him closer to his career goal within a short period.
His dedication to this project work has earned him my support in all his career endeavours."
✅#2 - Marketing Director at Luxoft:
"I had a privilege to work with Marcin on the same team at Luxoft where he was leading the go-to-market campaign for one of the company’s top products, the Horizon visualization software for the banking industry, while I was focused on the automotive side of business. As peers, we talked and exchanged ideas on a regular basis.
I was always amazed at Marcin’s ability to think outside the box. Often working under tight deadlines and budget limitations, he would always manage to deliver an effective and elegant solution, whether it’s a piece of marketing content, media outreach, an industry event or a social media campaign. Marcin’s understanding and knowledge of digital marketing is second to none. He is a true digital native who knows how to get the marketing message across the social media.
Last but not least, Marcin is a fantastic person to work with. Sensitive to other people’s needs, he was always willing to help and support his team members, and to share his knowledge generously. And he did it all with a positive attitude and a terrific sense of humor. Marcin would make a great addition to any marketing team as a member or leader. "
✅#3 - Founder & CEO at Piercing View (Upwork project)
"MJ is a very accomplished strategist. He has been extremely valuable in developing our marketing strategy, identifying high value targets/clients, and crafting the appropriate 'pitch' for each unique circumstance. Thank you!"
$20/hr
100%
Job Success
$10K+ earned
Start of list.
End of list.
I step in and run operations so founders can step out of the weeds.
With 16+ years across Operations, Project Management, and Business Development, I take full ownership of day-to-day systems, teams, and workflows — not just support them. My experience spans e-commerce, retail, marketing, call centers, and VA management, working directly with U.S.-based clients and CEOs.
What I bring:
— SOPs, onboarding materials, and QA processes built from scratch
— VA and team leadership across U.S. and Philippines-based teams
— KPI/KPR tracking across multiple industries and business types
— Client relations, training, and team onboarding end-to-end
— Project systems that keep everything moving without chasing
— Lean Six Sigma discipline applied to real small business chaos
Earlier roles in Social Media Management, Business Development, and executive VA work give me a rare 360° view of how businesses operate — so I don't just fix one part, I see how everything connects.
If you're a founder running multiple businesses and need someone to take the wheel on operations — not just assist — that's exactly what I do.
$15/hr
92%
Job Success
$10K+ earned
Offers consultations
Start of list.
End of list.
You shouldn't be hearing about financial problems at the deadline. You should be equipped to see them coming.
Running a business across borders, or simply trying to get your finances truly under control, demands more than a bookkeeper. It demands a senior finance partner who handles the complexity so you can focus on growth.
With 8+ years of experience supporting startups, SaaS companies, ecommerce businesses, consulting firms, professional service providers, and growing enterprises across India, the US, and the UAE, I help businesses stay compliant, investor-ready, and financially confident through strategic finance, accounting, taxation, and Fractional CFO services.
Many clients engage me as an ongoing finance partner, helping them manage compliance, reporting, forecasting, cash flow, and strategic financial decision-making as their business scales.
🌐 India · US · UAE Tax & Compliance
Precision compliance and tax planning across the jurisdictions that matter most.
▸ Corporate Tax Returns, GST Returns, TDS Compliance, Income Tax Filings, and VAT Compliance
▸ US Tax Compliance, State Registrations, De registrations, and Ongoing Multi-State Compliance
▸ Tax Planning & Tax Structuring for founders, consultants, startups, and international businesses
▸ Cross-Border Tax Planning, DTAA Advisory, Transfer Pricing (Form 3CEB), and International Income Structuring
▸ Relocation Tax Support and Global Income Planning for founders and professionals moving across jurisdictions
▸ Proactive tax risk assessment to identify compliance gaps before they become costly issues
📊 Accounting & Financial Management
Financials your investors, lenders, and leadership team can actually rely on.
▸ Bookkeeping and Accounting Services using QuickBooks, Zoho Books, Xero, Tally Prime, Excel, and Google Sheets
▸ Accounts Payable (AP), Accounts Receivable (AR), Bank Reconciliations, and Month-End Close Processes
▸ Financial Statement Preparation, including Profit & Loss Statements, Balance Sheets, and Cash Flow Reports
▸ Management Reporting and Financial Reporting tailored for business owners and leadership teams
▸ Investor-Ready Financials built for fundraising, due diligence, and stakeholder reporting
▸ Process Automation and Workflow Optimization to improve efficiency and reduce manual errors
📈 Fractional CFO | Financial Modelling | Strategic Finance
Senior-level financial leadership without the cost of a full-time CFO.
▸ Financial Modelling, Revenue Forecasting, Budgeting, and Rolling Forecasts
▸ Cash Flow Management and Financial Controls to improve profitability and business stability
▸ Scenario Analysis, KPI Dashboards, Pricing Models, and Strategic Decision Support
▸ Investor Reporting, Board Reporting, and Executive Financial Presentations
▸ Fundraising Readiness, Financial Due Diligence Support, and Investor Relations Assistance
▸ Strategic Finance Leadership for businesses preparing for growth, expansion, investment, or operational scaling
Industries Served
▸ Startups & High-Growth Companies
▸ SaaS & Technology Businesses
▸ Ecommerce & DTC Brands
▸ Professional Services Firms
▸ Consultants & Agencies
▸ International & Cross-Border Businesses
Why Partner With Me?
✔ 8+ years of experience across taxation, accounting, compliance, financial planning, and CFO advisory.
✔ Multi-jurisdiction expertise spanning India, US, and UAE regulations and reporting requirements.
✔ Proactive approach focused on identifying risks, improving financial visibility, and supporting long-term growth.
✔ Trusted finance partner for businesses seeking ongoing strategic support rather than transactional accounting services.
✔ Strong combination of compliance expertise and business-focused financial leadership.
Whether you need tax compliance, bookkeeping, financial reporting, cash flow management, financial forecasting, investor-ready financials, or ongoing Fractional CFO support, I can help build a financial foundation that supports sustainable growth.
Let's discuss your goals and create a finance strategy that works for your business.
Associated with
Accio Finance