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Divyesh J.
$35/hr
100% Job Success
$60K+ earned
Available now
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Work with a Top-Rated Fractional CFO and Expert Bookkeeper to Drive Sustainable Growth Are you looking to partner with a seasoned Fractional CFO who can execute and deliver results? I specialize in helping small to medium-sized business owners make informed financial decisions, optimizing both financial and non-financial resources for maximum ROI. By developing comprehensive financial forecasts and detailed budgets, I provide my clients with a clear vision for the future, highlighting how strategic decisions impact the financial health of their businesses. With 7+ years of experience in building robust financial systems and strategies, I’m proud to be among the top 3% performers on Upwork. My expertise lies in guiding businesses toward sustainable growth and profitability. We Are a Great Fit If You’re Thinking: • ⚡ “I want to scale my business sustainably.” • ⚡ “My business lacks key financial processes and controls.” • ⚡ “I’m ready to transition to a data-driven decision-making approach.” • ⚡ “My books show profits, but my cash flow is a constant struggle.” • ⚡ “I want to strategically plan for a successful exit in the next 3-5 years.” • ⚡ “Despite showing profits, I’m not satisfied with my compensation.” • ⚡ “I find it challenging to determine competitive and fair team salaries.” When You Work With Me, You Will: • ✅ Understand Your Financial Position: I conduct a thorough financial health check to identify key red flags and growth opportunities. • ✅ Design a Tailored Financial Strategy: If you don’t already have a business plan, I’ll help you create one and align it with your financial goals. • ✅ Build Reliable Financial Systems: Develop the infrastructure to scale confidently and track growth effectively. • ✅ Receive Real-Time Analysis and Dashboards: Stay updated with practical financial insights and business performance tracking. • ✅ Uncover Profit Opportunities: Discover hidden opportunities to increase market share and overall profitability. • ✅ Collaborate with an Expert Finance Team: Maximize the value of your financial data with a team that understands your business needs. Hear from Our Clients: Explore success stories from clients who have transformed their businesses with our services on YouTube. Just search “Celeste Advisors” for insightful feedback and testimonials. -------------------------------- Expertise: Coaching programs, IT Services, Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP, Fathom, XERO, QBO, Wave, Tally ERP
Divyesh J. has worked .
Celeste Business Advisors LLP
Associated with
Celeste Business Advisors LLP
$10K+
earned
Syed Asad R.
$90/hr
100% Job Success
Available now
Offers consultations
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As an experienced CFO Advisor, I specialize in providing expert financial guidance to businesses of all sizes, helping them to grow, optimize their finances, and achieve their goals. With a proven track record of success in driving business growth, I offer advisory services tailored to your unique needs, including financial planning and analysis, budgeting, forecasting, cash flow management, risk management, and more. I also have entrepreneurial experience in founding two companies. With extensive experience in finance and business operations, I bring a unique perspective to my work, understanding the financial implications of decisions and the operational and strategic factors that impact business success. Whether you're a startup seeking to raise capital, a mid-size company looking to expand, or an established enterprise seeking to optimize your finances, I can help you to navigate complex financial challenges and achieve your goals. Services offered: Virtual CFO Advisory Financial planning and analysis Budgeting and forecasting Cash flow management Risk management and mitigation Financial modeling and analysis Capital raising and financing strategy Experience: 14+ years of experience as a business and finance expert. Successfully advised firms in various industries, including technology, healthcare, e-commerce, manufacturing, etc. Proven track record of driving business growth and optimizing finances. Extensive experience in financial planning and analysis, budgeting, cash flow management, risk management, and more. Strong communication and presentation skills, with experience presenting to boards, investors, and other stakeholders. Detail-oriented and analytical, with a focus on data-driven decision-making. Education: Bachelor's degree in Accounting - Asia e University, Malaysia. Harvard Business School Online - CORe, Passed with Honors. Certifications: Chartered Institute of Management Accountants - United Kingdom. Certified Internal Auditor - Institute of Internal Auditors, USA.
Syed Asad R. has worked .
Abhishek S.
$49/hr
100% Job Success
$30K+ earned
Offers consultations
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I help founders, CFOs, investors, boards, and finance teams make better decisions through financial modeling, FP&A, forecasting, valuation, investor reporting, and strategic finance. Over the last 10+ years, I've built, audited, and reviewed financial models for CFOs, venture funds, investors, startups, SMEs, infrastructure businesses, research organizations, and NGOs across the US, Canada, UK, Australia, New Zealand, Europe, the Middle East, and Asia. My expertise includes: • Financial Modeling & Forecasting • 3-Statement Models (P&L, Balance Sheet & Cash Flow) • FP&A (Financial Planning & Analysis) • Budgeting & Cash Flow Forecasting • Investor, Board & Management Reporting • Business Valuation • M&A & Due Diligence Support • Scenario & Sensitivity Analysis • SaaS Metrics (ARR, MRR, NDR, Churn, CAC & LTV) • KPI Dashboards & Performance Reporting • Fractional CFO Support Selected experience: • Financial models and strategic analysis for startups and growth companies across 15+ countries. • Financial reporting and analysis support for venture funds and investment firms. • Financial models for energy infrastructure, ports, manufacturing, logistics, maritime, transportation, real estate, and technology businesses. • Valuation and transaction models supporting acquisitions, buyouts, and investments involving businesses with $35M+ annual revenue. • Board reporting, management reporting, and executive dashboards used by leadership teams and investors. • Financial model audits, error identification, and model reconstruction for CFOs, finance professionals, and consulting firms. • Strategic finance support including profitability improvement, cost optimization, budgeting, forecasting, and operational performance analysis. I combine technical financial expertise with practical business understanding. My goal is not simply to deliver a spreadsheet, but to provide decision-makers with reliable financial information, clear analysis, and actionable insights. If you're looking for support with financial modeling, FP&A, valuation, investor reporting, or CFO-level financial analysis, I'd be happy to discuss your project.
Abhishek S. has worked .
Rakshit M.
$32/hr
100% Job Success
$200K+ earned
Offers consultations
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I build finance engines that scale - ERP, payroll, cash flow, investor reporting, performance analysis: clean processes, fast closes, zero surprises. I’m a Finance Transformation consultant & fractional CFO (10+ years) who designs and implements the systems that keep you in control as you grow. I work with construction, real estate, and e-commerce/retail teams to replace spreadsheet chaos with documented processes, the right ERP, tight payroll, reliable cash visibility, and investor-grade reporting. My PACE Framework P – Process: map current → target, define roles (RACI), close calendar, approval matrices A – Automate: select/configure ERP and connectors (AP, payroll, banks, 3PL/Procore/Shopify) C – Control: policies, audit trails, reconciliations, month-end checklists, KPIs E – Enable: train your team, hand over SOPs + dashboards, set cadence What I can take off your plate - Pick and set up the right accounting system (QBO/Xero/Zoho/NetSuite, Sage 100 Contractor) and migrate data without drama. - Map your key processes (purchase-to-pay, order-to-cash, month-end) and turn them into simple, usable SOPs. - Fix payroll and time: capture hours, allocate to jobs/departments, and post a clean journal to the GL. - Build a cash model and set up weekly habits for collections and payables. - Construction: cost codes, WIP/% complete, over/under billing, and AIA G702/G703 that gets approved first time. - E-commerce: inventory/COGS that ties out, and Shopify/Amazon/Stripe/PayPal payouts that actually match the books. - Fundraising prep: 3-statement model, tidy data room, and a clear metrics deck. - Ongoing reporting: straightforward dashboards and board/investor packs the team will actually read. How we’ll work - Quick call + light file review → I send a one-page plan with a couple of quick wins. - Stabilize what’s noisy (bank rules, chart, close checklist), then tackle the bigger pieces. - Train your team or put a dedicated team housed within our firm
Capitly Advisors
Associated with
Capitly Advisors
$30K+
earned
$30/hr
100% Job Success
$4K+ earned
Offers consultations
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Hello, those seeking accounting services. I am an ACCA-qualified professional with 13 years of experience in Accounting Advisory, Assurance, and Tax roles across financial and non-financial sectors. Vision: Cater to the needs of clients from small, medium to large scale businesses across various industries including E-commerce, Real estate, Asset Management, Manufacturing, EBPs, Yellow Books etc. Service Offerings: • Accounting and Bookkeeping (Xero, QuickBooks, Zip books, Sage Intacct MYOB, Wave, FreshBooks, Netsuite, Zoho) • Recording of financial transactions • Accounts Payable/Accounts Receivable Management • Virtual CFO Support • Financial reports • Inventory/stock management • Management Information Report • Tax Management - Preparation for individuals (1040), partnerships (1065), S corps (1120S), and corporations (1120) • Budgeting and forecasting • Financial and analytical support • Payroll processing We can connect and discuss your business through various platforms, including message, email, Skype, Facebook, Zoom, or any other method you prefer. Feel free to ask me any questions you may have. I look forward to exploring how we can support each other in achieving our goals in both business and life. Thank you, and take care! Archit Arora
$15/hr
100% Job Success
$10K+ earned
Available now
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𝑵𝒐 𝒄𝒍𝒆𝒂𝒓 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒚? 𝑾𝒆𝒂𝒌 𝒄𝒂𝒔𝒉 𝒇𝒍𝒐𝒘 𝒄𝒐𝒏𝒕𝒓𝒐𝒍? 𝑵𝒖𝒎𝒃𝒆𝒓𝒔 𝒕𝒉𝒂𝒕 𝒅𝒐𝒏’𝒕 𝒅𝒓𝒊𝒗𝒆 𝒅𝒆𝒄𝒊𝒔𝒊𝒐𝒏𝒔? You’re not just looking for an .....🅰🅲🅲🅾🆄🅽🆃🅰🅽🆃......you need a CFO / Financial Controller / Financial Advisor & Analyst who can bring clarity, structure, and real strategy to your numbers. I work closely with businesses to handle CFO services, financial controlling, financial analysis, bookkeeping, and accounting, making sure your financial reporting is accurate, your cash flow is under control, and your decisions are backed by real data. With 10+ years of experience, I specialize in CFO services, financial reporting, financial planning & analysis (FP&A), and cash flow management, supporting SaaS, eCommerce, real estate, and service-based businesses to grow with confidence and better financial visibility. 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗚𝗲𝘁 (𝗥𝗘𝗦𝗨𝗟𝗧𝗦, 𝗡𝗼𝘁 𝗝𝘂𝘀𝘁 𝗧𝗔𝗦𝗞𝗦) --Accurate bookkeeping & accounting (clean, reliable books) --Clear financial reporting (P&L, Balance Sheet, Cash Flow) --Strong cash flow management & cash flow forecasting --Financial planning, budgeting & financial modeling --KPI tracking, financial analysis & performance insights --Audit-ready financials & multi-entity reporting --Improved profitability & cost control 𝗖𝗼𝗿𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 (𝗦𝗘𝗢-𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱) --CFO Services | Fractional CFO | Virtual CFO --Financial Controller | Financial Reporting | Financial Analysis --Financial Planning & Analysis (FP&A) | Budgeting | Forecasting --Cash Flow Management | Cash Flow Forecasting | Financial Modeling --Bookkeeping & Accounting | Full-Cycle Accounting | Month-End Close --Job Costing | Project-Based Accounting | Cost Control --Multi-Entity Accounting | Intercompany Accounting | Consolidations --eCommerce Accounting (Shopify, Amazon, A2X) --Property Management Accounting | Real Estate Accounting --GAAP & IFRS Accounting Standards --QuickBooks Online | Xero | Zoho Books | NetSuite | Sage | MYOB 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗜 𝗛𝗮𝘃𝗲 𝗪𝗼𝗿𝗸𝗲𝗱 𝗪𝗶𝘁𝗵 --Construction Accounting & Job Costing --Real Estate Accounting & Property Management --Studios, Fitness & Gym Accounting (Pilates, Yoga, Fitness) --Restaurants & Hospitality Accounting (Restaurant365) --IT, SaaS & Tech Companies (SaaS Accounting, FP&A) --eCommerce & Retail (Shopify, Amazon, Stripe, A2X) 𝗧𝗼𝗼𝗹𝘀 𝗜 𝗪𝗼𝗿𝗞 𝗪𝗜𝗧𝗛 𝗗𝗔𝗜𝗟𝗬 QuickBooks Online | Xero | Zoho Books | NetSuite | Sage | MYOB Shopify | Amazon | A2X | Stripe | Restaurant365 Buildium | AppFolio | Propertyware | Rentec Direct Excel | Google Sheets 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗜𝗻𝘃𝗶𝘁𝗲 𝗠𝗲 --I don’t just do bookkeeping — I provide CFO-level financial strategy --I don’t just create reports — I deliver financial reporting & financial analysis that drives decisions --I don’t just track cash — I improve cash flow management & profitability --Strong expertise in QuickBooks Online, Xero, NetSuite & multi-entity accounting --Proactive, reliable, and business-focused communication 𝗜𝗳 𝗬𝗼𝘂 𝗪𝗮𝗻𝘁: --Clean bookkeeping & accurate accounting --Reliable financial reporting & financial analysis --Better cash flow management & forecasting --A CFO / Financial Controller / Financial Advisor Then let’s talk. I’m ready to take full ownership of your accounting, bookkeeping, financial reporting, and CFO-level strategy. 𝗣𝗦𝗬𝗖𝗛𝗢𝗟𝗢𝗚𝗬 𝗧𝗥𝗜𝗚𝗚𝗘𝗥 Most businesses struggle not because of sales but because of poor financial reporting, bookkeeping, and cash flow management. If that’s you, I can fix it faster than you expect.
$27/hr
100% Job Success
$2K+ earned
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I help business owners and management teams improve profitability, manage cash flow, and make better decisions through financial modelling, forecasting, budgeting, and strategic finance support. With experience in finance leadership and operational businesses, I provide practical financial insights that help companies understand where they are today, where they are heading, and what actions will create the most value. Services include financial modelling, cash flow forecasting, budgeting, management reporting, business analysis, KPI dashboards, working capital management, and Fractional CFO support.
$250/hr
Offers consultations
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I am a Fractional CFO and strategic finance leader with 26+ years of experience helping companies improve financial visibility, scale operations, and make better decisions. I work closely with founders and leadership teams to turn complex financial data into clear, actionable insights that support growth and profitability. As a Fractional CFO, I support companies with: • Financial planning and analysis, budgeting, and forecasting • Cash flow management and capital allocation • Financial modeling for growth, fundraising, and strategic planning • Fundraising support, including investor materials and financial narrative • M&A support, acquisition analysis, and due diligence • KPI development, dashboards, and performance tracking • Board and leadership reporting I also incorporate AI into finance and operations workflows, with a focus on practical implementation. This includes building and orchestrating AI agents to automate reporting, improve forecasting, streamline analysis, and reduce manual work across finance functions. The goal is not just better tools, but faster and more scalable decision-making. In addition to my finance background, I bring hands-on operating experience as a co-founder of a venture-backed startup in the video game and consumer product space (LAMO). I served as CFO and COO and stepped in as interim CEO during a critical phase of the business. That experience allows me to provide execution-focused guidance across finance, operations, and strategy. Earlier in my career, I worked in institutional asset management, advising large clients and managing capital across multiple strategies. That experience shaped a disciplined and risk-aware approach, which I now apply to helping businesses make sound operating and financial decisions. I combine an investor mindset with operator experience and modern tools, helping companies not just understand their numbers, but use them to build stronger businesses.
Naveed A.
$20/hr
100% Job Success
$200K+ earned
Available now
Offers consultations
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✅ Available Now | To get in touch, click the green "Invite" button. ✅ 100% Job Success | Top Rated Plus ✅ Working with Worldwide Clients ✅ Available in US Time Zone As a experienced bookkeeper with more than 13+ years of experience in QuickBooks Online bookkeeping, I offer dependable and precise financial management for businesses of all sizes. I specialize as a QBO bookkeeper in QuickBooks cleanup, monthly bookkeeping, payroll management, reconciliations, and tax-ready reporting. My background as an experienced bookkeeper and QBO bookkeeper includes working with eCommerce businesses, real estate agencies, tech firms, and legal practices. Whether you require ongoing QuickBooks Online bookkeeping assistance or immediate QuickBooks cleanup, I guarantee that your accounts are accurate, compliant, and prepared for informed decision-making. ✅ My QuickBooks Online Bookkeeping & QBO Bookkeeper Services: 🔹 QuickBooks Online bookkeeping – Daily, weekly, or monthly transactions handled by an experienced bookkeeper 🔹 QuickBooks cleanup & catch-up bookkeeping for overdue accounts, managed by a certified QBO bookkeeper 🔹 QBO bookkeeper payroll – W-2, 1099, direct deposits, and multi-state compliance 🔹 Bank, credit card, and PayPal QuickBooks reconciliation 🔹 Tax-ready reports – Profit & Loss, Balance Sheet, Cash Flow Statements prepared through QuickBooks Online bookkeeping 🔹 eCommerce QuickBooks Online bookkeeping – Shopify, Amazon, Etsy integrations 🔹 Migration to QuickBooks Online bookkeeping from spreadsheets, Xero, or QuickBooks Desktop ✅ Why Hire Me as Your Experienced Bookkeeper & QBO Bookkeeper? - Over 13 years of QuickBooks Online bookkeeping expertise - Certified QuickBooks ProAdvisor & skilled QBO bookkeeper - Proven record in QuickBooks cleanup for complex accounts - Industry experience in eCommerce bookkeeping, real estate bookkeeping, legal bookkeeping, and tech company bookkeeping - 100% accuracy, confidentiality, and GAAP compliance - Trusted experienced bookkeeper with Top Rated Plus status and 100% Job Success ✅ Benefits of My QuickBooks Online Bookkeeping Services: - Save time by outsourcing to an experienced bookkeeper who understands QBO bookkeeping - Keep books accurate, compliant, and tax-ready with QuickBooks Online bookkeeping - Get real-time insights through QuickBooks Online bookkeeping reports - Avoid penalties with timely payroll and reconciliations by a certified QBO bookkeeper - Maintain audit-ready records year-round with professional QuickBooks cleanup 📌 Industry Expertise: I’ve worked as an experienced bookkeeper and QBO bookkeeper for: 🔹 eCommerce QuickBooks Online bookkeeping – Shopify, Amazon, Etsy sellers with inventory and sales tax tracking 🔹 Tech company bookkeeping – SaaS billing, revenue recognition, expense categorization 🔹 Real estate QuickBooks Online bookkeeping – Property accounting, rent tracking, mortgage interest 🔹 Legal bookkeeping – Trust/IOLTA reconciliation, compliance reports in QBO bookkeeping 📩 Available Now: Click the green "Invite" button to connect with an experienced bookkeeper and QBO bookkeeper who will manage your QuickBooks Online bookkeeping accurately, efficiently, and securely. Thank You Naveed Ali Core Keywords: experienced bookkeeper, QuickBooks Online bookkeeping, QBO bookkeeper, QuickBooks cleanup, QuickBooks catch-up bookkeeping, QuickBooks payroll services, QuickBooks reconciliation, monthly bookkeeping, QuickBooks ProAdvisor, QBO payroll, small business bookkeeping, affordable bookkeeping, accurate bookkeeping, virtual bookkeeper, bookkeeping for startups, Xero bookkeeping, eCommerce bookkeeping, Shopify bookkeeping, Amazon bookkeeping, Etsy bookkeeping, real estate bookkeeping, law firm bookkeeping, trust accounting, IOLTA reconciliation, hotel bookkeeping, non-profit bookkeeping, SaaS bookkeeping, tech company bookkeeping, startup bookkeeping, legal bookkeeping, accounting services, accounts payable, accounts receivable, payroll accounting, payroll reconciliation, virtual CFO, CFO services, financial reporting, cash flow management, profit and loss statement, balance sheet reporting, bank reconciliation, tax-ready bookkeeping, business financial planning, GAAP compliance, controller services, financial audits, tax preparation support, forensic accounting, budgeting and forecasting, expense tracking.
Brian Q.
$245/hr
98% Job Success
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I help startups build the pitch decks, financial models, and investor materials that actually close funding rounds — from the perspective of someone who evaluates these for a living. I'm a general partner at an early-stage VC firm ($300M+ AUM). I've deployed roughly $150M into startups, advised on another $300M or so, and helped guide multiple portfolio companies to successful exits. I've also raised $25M+ for my own ventures and served as CFO through multiple funding rounds. I've seen more pitches than an MLB catcher, and unlike most consultants, I know exactly what makes an investor lean forward versus reach for the "pass" button. When I build your deck, model, or memo, I'm building it the way I'd want to see it land on my desk. What I Do: Pitch Decks — Strategy-driven, investor-tested decks built on a defensible model and realistic valuation. Not templates. Email decks that stand alone without a presenter. Live decks that land. Financial Models — SaaS, marketplace, e-commerce, biotech, hardware. Bottom-up revenue builds, cohort analysis, scenario modeling, unit economics. Clean, auditable, and built to tell a story — not just fill cells. Valuations — DCF, comparable company analysis, precedent transactions, VC method. I always show the work and the assumptions. Investor Memorandums & Business Plans — Compelling narrative with proper disclosure, based on industry standards and two decades of raising capital. Fractional CFO & Strategic Finance — Capital structure, cap table optimization, term sheet review, fundraising strategy, board prep, and financial operations for startups that need senior finance leadership without the full-time commitment. Coaching & Advisory — Guidance for founders navigating fundraising, financial strategy, or "why is my investor ghosting me" territory. My clients range from pre-seed founders building their first deck to Series C companies refining their strategy. If you're passionate about your idea but a cap table makes your eyes glaze over, or you need someone who can pressure-test your model before investors do — let's talk. Send me a message with what you're working on and I'll let you know how I can help.