Brendan is a Fractional CFO. A fractional CFO, or Chief Financial Officer, is a part-time financial executive who provides high-level financial strategy, systems analysis, and financial reporting services to multiple companies simultaneously. This role is typically engaged through a part-time arrangement or on a consultancy basis, which makes it a cost-effective solution for small businesses or startups that require expert financial guidance but do not have the resources or need for a full-time CFO. Here are some key functions typically performed by a fractional CFO: Strategic Planning: They help companies define their financial strategy and develop plans to facilitate growth, manage cash flow efficiently, and ensure financial stability. Financial Analysis and Forecasting: Fractional CFOs provide detailed analysis of financial data, including profitability, revenue, expenditure analysis and discounted cashflow calculations. They help in forecasting future financial conditions and modeling different scenarios to aid in decision-making. This can also include valuing the company to get it ready for sale or obtaining finance. Risk Management: They assess and manage financial risks related to the business operations, suggesting measures to mitigate these risks. Compliance and Control: Ensuring that the company complies with legal and regulatory requirements from a financial perspective. They also establish internal controls to prevent errors in financial reporting and fraud. Financial Reporting and Metrics: They streamline financial reporting processes and introduce key metrics that are critical for analyzing the business’s performance. Mentoring staff: They can use their considerable experience from working with other companies to mentor team members and the leadership team. By hiring a fractional CFO, companies can leverage experienced financial strategic guidance without the overhead cost of a full-time executive. In addition to the above CFO services, Brendan is also an experienced Chief Operating Officer. Leading and managing the Finance, HR, IT, Legal and Sales functions of his client's companies. Brendan is a finance professional and business consultant with more than 30 years experience. Prior to his work as a Fractional CFO, Brendan was the CFO for Royal Bank of Scotland in Japan. Brendan holds a Bachelor of Business (Accounting), a Bachelor of Law and is a CPA. Brendan is a member of the Australian Institute of Company Directors.

I am a dedicated and results-driven financial professional with nine years of extensive experience in the dynamic realms of Information Technology (IT), manufacturing and financial services. A forward-thinking and detail-oriented individual committed to driving financial success through strategic financial planning, analysis, reporting, and execution. Currently pursuing an MBA and an ACCA qualification to further augment financial acumen and leadership skills. Got questions? Invite me and ask! My strength is my perseverance to succeed in any given task. 7+ years of experience Fluent in English Capable of providing a world-class customer experience Has good communication skills Has good stakeholder management Knows how to value deadlines and hit goals Open-minded and can work with minimal to no supervision Agile mindset Specific Apps/Tools I can use: Microsoft Excel, Word, Powerpoint, IBM Cognos, SQL, PowerBI, SAP, EPM

I help startups, growing businesses, established companies, founders, and investors raise capital, strengthen financial performance, and make complex financial decisions with confidence. As an FCA and FMVA qualified CFO and Investment Banker with more than 20 years of experience across PwC, KPMG, investment banking, corporate finance, and strategic advisory, I support engagements involving Fundraising, Financial Modeling, Business Valuation, Investor Readiness, FP&A, M&A, Due Diligence, and Strategic Finance. I work with businesses that need more than routine accounting or historical reporting. My role is to turn financial information into credible forecasts, stronger investment cases, clearer strategic priorities, and practical decisions that support growth, profitability, and long term value creation. For startups and growing businesses, I help build the financial foundation required for fundraising and scale. This includes integrated financial models, three statement forecasts, startup valuations, funding plans, pitch decks, investor presentations, investment memorandums, unit economics, cash runway analysis, and investor readiness support. For established companies, I provide CFO level support across FP&A, budgeting, management reporting, cash flow, profitability, working capital, governance, board reporting, and strategic planning. I also support companies evaluating acquisitions, preparing for due diligence, raising capital, entering new markets, or planning an exit. Areas of Expertise Fractional CFO and Virtual CFO Services Fundraising and Capital Raising Advisory Financial Modeling and Forecasting Startup and Business Valuation Pitch Decks and Investor Presentations Investor Readiness and Investment Memorandums FP&A, Budgeting, and Variance Analysis M&A Analysis and Transaction Advisory Due Diligence and Deal Support Cash Flow and Working Capital Management Board, Investor, and Lender Reporting IPO, Acquisition, and Exit Readiness My investment banking and transaction experience allows me to assess a business from both management and investor perspectives. I understand how investors, lenders, buyers, and boards evaluate financial performance, growth assumptions, valuation, risk, funding requirements, and return potential. My background includes senior finance and investment management roles with Riyad Capital and SNB Capital, alongside Big Four experience with PwC and KPMG. I have worked across investment operations, fund administration, financial reporting, treasury, governance, M&A, project finance, valuation, and transaction readiness. Clients work with me when they need financial analysis that is commercially practical, technically credible, and suitable for presentation to investors, lenders, boards, buyers, or other stakeholders. If you are preparing to raise capital, build an investor ready financial model, assess your company’s valuation, improve financial visibility, or evaluate a strategic transaction, please share a brief overview of your business and the outcome you are working toward. I will review your requirements and suggest the most appropriate scope and next steps.

Fractional CFO & CPA with 17+ years of experience helping companies improve financial reporting accuracy, strengthen internal controls, and achieve strategic financial clarity. Former PwC & EY senior auditor and CFO for multinational companies, I specialize in IFRS, US GAAP, audit readiness, budgeting, cash flow forecasting, and financial strategy. I support businesses in building reliable financial systems, improving decision-making, and ensuring compliance with international accounting standards. What I Can Help You With IFRS & US GAAP Financial Statements • Preparing audit-ready financial statements • Ensuring full compliance with IFRS, TFRS, and US GAAP • Implementing adjustments, reclassifications, and disclosures Audit Readiness & Internal Controls • Strengthening internal controls and financial governance • Identifying risks and improving reporting accuracy • Supporting companies through external and internal audit processes Virtual CFO Services • Budgeting & forecasting • Cash flow planning & liquidity management • Financial strategy, performance tracking, and profitability improvement Financial Process Optimization • Improving accounting operations • Streamlining month-end close • Designing scalable financial reporting structures Why Work With Me? ✔ CPA certified ✔ 12 years at PwC & EY ✔ 5 years as Head of Finance & CFO ✔ Big4-quality work delivered with business practicality ✔ Fast, accurate, and reliable communication Let’s discuss how I can support your business with high-quality, professional financial expertise.

I have more than 20 years working in accounting and finance. Working for many multinationals / SME and Start-ups in Switzerland. I will be able to help you for many projects such as: - Bookkeeping in Quickbooks, Xero and others ERP - Financial Accounting - Treasury - Cash Flow - Financial Reporting - Cost analysis - Budget/Forecast - VAT for Switzerland and Europe I am speaking English, French, Spanish and can work on a German system. I'm working from Colombia but I'm available to adapt to any situations if required. Please contact me if you need help from a professional. Romain

You don't just need financial data; you need a strategic partner who can drive your business forward. That's what I deliver. I'm Owais (Ex Big 4 Consultant), a Top-Rated Upwork freelancer with extensive experience in high-level financial management. I specialize in providing ongoing financial leadership and expertise to startups, SMEs, and corporate clients. My focus is on delivering Fractional CFO services, expert Financial Planning & Analysis (FP&A) and sophisticated financial modeling. From developing long-term financial strategies to guiding critical business decisions, I provide the financial roadmap and support you need for sustained success. I work closely with your team, offering proactive insights and becoming a trusted extension of your business. 𝐖𝐡𝐲 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐜𝐡𝐨𝐨𝐬𝐞 𝐦𝐞: Because I offer more than just numbers, I provide strategic financial leadership. I deliver proactive insights, drive financial performance, and support your business growth. You gain a dedicated financial partner committed to your long-term success. 𝐌𝐲 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧𝐬: ✅ Fractional CFO Services ✅ Financial Planning & Analysis (FP&A) ✅ Due Diligence ✅ Financial Modeling (Forecasting, Valuation, Scenario Analysis) ✅ Strategic Financial Planning ✅ Budgeting and Forecasting ✅ Performance Management ✅ Financial Reporting ✅ Investor Readiness ✅ Business Planning and Forecasting ✅ Scenario Planning ✅ Audit Ready Financial Reporting ✅ Bookkeeping 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮 𝐆𝐞𝐭 𝐖𝐨𝐫𝐤𝐢𝐧𝐠 𝐖𝐢𝐭𝐡 𝐌𝐞: When you partner with me, you gain a strategic financial leader who provides ongoing guidance and support. I become an integral part of your team, offering proactive advice, driving financial performance, and helping you achieve your long-term objectives. My approach is collaborative and transparent, ensuring you're always informed and empowered to make sound financial decisions. 𝐖𝐡𝐚𝐭 𝐌𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐒𝐚𝐲: ⭐⭐⭐⭐⭐ "Owais has been an invaluable strategic partner. His expertise in FP&A and financial modeling is exceptional. He has helped us develop robust financial plans and make informed decisions that have significantly improved our financial performance." 𝐂𝐥𝐢𝐞𝐧𝐭 𝐒𝐭𝐮𝐝𝐲: One client, a rapidly growing tech startup, needed ongoing financial leadership and strategic guidance. I stepped in as their Fractional CFO, developing comprehensive financial strategies, building sophisticated financial models, and providing proactive advice on key business decisions. This enabled them to secure significant funding, optimize their financial operations, and achieve sustainable growth. 𝐋𝐞𝐭’𝐬 𝐂𝐨𝐧𝐧𝐞𝐜𝐭: If you need a strategic financial partner to provide ongoing leadership and support, send me a message. I'll review your needs and provide a clear plan of action. I invite you to check out my portfolio and client testimonials to learn more about my approach and expertise. 💙 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Fractional CFO, Financial Modeling, FP&A, Strategic Financial Planning, Financial Analysis, Forecasting, Business Valuation, Investment Analysis, Financial Management, Strategic Planning, Financial Consulting, Bookkeeper, Bookkeeping, Quickbooks, Xero.

⭐⭐⭐⭐⭐ *Top-Rated Bookkeeper | QuickBooks, Xero & Zoho Cleanup Specialist | CPA-Equivalent (Chartered Accountant) | 10+ Years Experience* Are your books messy, behind, or inaccurate? I help businesses clean up their books, catch up overdue bookkeeping, and build reliable accounting systems so you always know your true financial position. With 10+ years of professional accounting experience and qualification as a Chartered Accountant (CPA-Equivalent), I specialize in bookkeeping cleanup, catch-up accounting, reconciliations, and ongoing bookkeeping for businesses worldwide. I have supported companies across USA, Canada, UK, Australia, Europe, Singapore, Africa, India, and the Middle East, helping them restore financial clarity and maintain accurate records. Services I Offer QuickBooks, Xero and Zoho Bookkeeping Accurate day-to-day bookkeeping, bank reconciliation, and financial record management. Bookkeeping Cleanup & Catch-Up Fix messy books, categorize transactions properly, reconcile accounts, and bring your books fully up to date. Bank & Credit Card Reconciliation Identify discrepancies, correct errors, and ensure balances match financial statements. Chart of Accounts Optimization Organize accounts for better reporting and financial visibility. Financial Reporting Prepare Profit & Loss, Balance Sheet, and Cash Flow reports to help you understand your business performance. Accounting System Setup Implement efficient workflows using QuickBooks Online, Xero, Zoho Books, and Excel. Results Clients Appreciate ✔ Clean and accurate books ready for tax filing ✔ Faster month-end closing and better financial visibility ✔ Organized financial data for accountants, CPAs, and auditors ✔ Reduced accounting errors and improved reporting accuracy Why Clients Choose Me ✔ 10+ Years Accounting Experience ✔ Chartered Accountant (CPA-Equivalent) ✔ Expertise in QuickBooks, Xero, Zoho Books, Excel ✔ Experience supporting global businesses and remote teams ✔ Detail-oriented, reliable, and committed to long-term client relationships If your books need cleanup, catch-up bookkeeping, or reliable ongoing support, I can help bring your financial records back on track. 📩 Send me a message and let’s discuss how I can simplify your bookkeeping and accounting.

If you're scaling fast but still making financial decisions based on gut feel, it’s time to bring strategy to your numbers. I work with 7- and 8-figure businesses as a Fractional CFO, turning complex financials into clear, confident direction. If you are looking to stabilize cash flow, improve margins, or prep for investor conversations, I help you see the road ahead and take the right steps to grow with control. I offer two tiers of Fractional CFO support: CFO Growth Partner – Perfect for rising businesses that need regular strategic insight: • Annual projections & monthly reforecasting • Monthly check-ins with strategic financial insight • Profitability & pricing analysis • Budget vs. actual reviews • Financials that drive action, not just reporting CFO Executive Partner – For businesses with complex operations or high-touch advisory needs: • Custom-scope strategic planning • Deep financial modeling • Capital planning & lender/investor support • Executive-level insight without the full-time CFO salary This is more than just financial hygiene. You get a financial partner who helps you understand what’s working, what’s holding you back, and what needs to shift to hit your next milestone. Let’s schedule a discovery call so I can recommend the right package and pricing based on your needs.

💼 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.

I help startups, SaaS, eCommerce teams, service-oriented businesses, and small to mid-sized US companies improve cash visibility, profitability, and investor readiness through Fractional CFO leadership. CPA with 15+ years of experience in FP&A, financial modeling, valuation, and board-level reporting. Supported fundraising and strategic planning for 20+ startups, with over $150M raised. If you want a clear, practical plan for budgets, runway, and KPIs, message me with your business model and current financial challenges. I take a practical, structured approach to help clients make steady progress and informed financial decisions. 💼 What I Deliver ✅ Fractional CFO Leadership Financial clarity, KPI dashboards, cash flow forecasting, and board-level reporting ✅ Budgeting & Forecasting Annual and departmental budgets, rolling forecasts, and scenario models aligned with growth and cash priorities ✅ Cash Flow Management 13-week cash flow forecasts, burn-rate tracking, and liquidity scenario planning ✅ Profitability Insights Client, channel, and service line profitability insights to improve margins and decision-making ✅ Financial Modeling & Valuation Dynamic three-statement models, DCF valuations, and fundraising support for investors and lenders ✅ Investor-Ready Reporting Metrics, dashboards, and financial narratives aligned with investor and board expectations ✅ Reporting Automation Automated financial reporting using QuickBooks Online, Xero, Google Sheets, or Fathom for real-time visibility. 📈 How We Can Work Together 🚀 Monthly Fractional CFO Retainer: strategic oversight, cash visibility, and monthly reporting rhythm 🚀 Project-Based Engagements: financial model build, valuation, fundraising deck, or profitability review 🚀 Ongoing Advisory: on-call CFO guidance and investor readiness If you’re not sure where to start, I offer a free 30-min CFO strategy session to clarify your priorities and next steps. 🧭 Core Focus Areas 🔹Fractional CFO and strategic financial advisory 🔹FP&A, budgeting, forecasting, and cash flow management 🔹Financial modeling, valuation, and investor reporting 🔹SaaS, eCommerce, and service business profitability analysis 🔹Startup financial planning and growth strategy 🔹Investor-ready financial models and pitch decks 🔹Crypto tokenomics and emerging finance models 🤝Let’s Work Together If you’re looking for a trusted finance partner who bridges strategy and execution, let’s connect. I’ll help turn financial data into clear, actionable decisions that support sustainable growth. 🎯Thank you for taking the time to review my profile. 💰Client Feedback & Results 💸 Here’s how my clients describe the results and value I bring: 📍“Outstanding as always. We were given feedback from one of the largest VCs in the world on what a high-quality valuation Anthony prepared."⭐️⭐️⭐️⭐️⭐️ 📍"Extremely efficient, very knowledgeable, knows how to create and present a financial information. Very easy to follow for non finance educated people and can easily be updated. Get Anthony involved in your project before he is booked by someone else."⭐️⭐️⭐️⭐️⭐️ 📍"Anthony was fantastic to work with and I would have no hesitation in recommending his services to anyone. His knowledge and quality of his work was great and was always available and easy to deal with. He went above and beyond what was required for the job and his contribution to the project was just what we required."⭐️⭐️⭐️⭐️⭐️