𝐇𝐞𝐥𝐥𝐨 𝐚𝐧𝐝 𝐰𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 𝐦𝐲 𝐩𝐫𝐨𝐟𝐢𝐥𝐞! I am a CPA and Chartered Accountant with 8+ years of professional experience in US accounting, bookkeeping, tax filing, Virtual CFO services, and financial modeling. I help businesses maintain accurate financial records, stay tax-compliant, and gain clear financial insights to support confident decision-making. 🔹 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 • Full-cycle bookkeeping (daily, weekly, monthly) • QuickBooks Online & QuickBooks Desktop setup, cleanup, and ongoing management • Xero accounting setup and maintenance • Bank, credit card, and balance sheet reconciliations • General ledger accounting and journal entries • Month-end and year-end closing • Preparation of financial statements (Profit & Loss, Balance Sheet, Cash Flow) • Payroll accounting and payroll reporting 🔹 𝐔𝐒 𝐓𝐚𝐱 𝐅𝐢𝐥𝐢𝐧𝐠 & 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 • US individual and business tax return preparation • Federal and state tax filings • LLC and partnership tax compliance • Tax calculations, planning, and year-end filings • Support with US tax documentation and compliance requirements 🔹 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐂𝐅𝐎 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 • Virtual CFO services and financial advisory • Budgeting, forecasting, and cash flow planning • Management reporting and KPI dashboards • Financial modeling and financial analysis for planning and decision support • Profitability analysis and performance tracking 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐓𝐨𝐨𝐥𝐬 QuickBooks, Xero, SAP, Tally ERP, Zoho Books, Sage, Wave, MYOB, NetSuite, Microsoft Excel, Google Sheets 𝐖𝐨𝐫𝐤 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 I follow structured financial processes with a strong focus on accuracy, confidentiality, compliance, and deadlines. My objective is to provide reliable accounting execution combined with strategic financial insight, enabling businesses to operate efficiently and plan with confidence. 𝐏𝐥𝐞𝐚𝐬𝐞 𝐟𝐞𝐞𝐥 𝐟𝐫𝐞𝐞 𝐭𝐨 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐦𝐞 𝐭𝐨 𝐝𝐢𝐬𝐜𝐮𝐬𝐬 𝐲𝐨𝐮𝐫 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬/𝐗𝐞𝐫𝐨, 𝐔𝐒 𝐭𝐚𝐱 𝐟𝐢𝐥𝐢𝐧𝐠, 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐂𝐅𝐎, 𝐨𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐨𝐝𝐞𝐥𝐢𝐧𝐠 𝐫𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬.

Running a business comes with constant questions: Where are we really making money? How much can we reinvest in growth? What happens if the market shifts? That’s where I come in. With nearly a decade of experience leading finance functions across startups, private equity-backed ventures, and public companies, I help business leaders cut through the noise, make informed decisions, and move forward with confidence. My role isn’t just about numbers—it’s about solving problems, uncovering insights, and bringing clarity to the story your business data is telling. How I Help You Gain Clarity & Control 1) Identify what’s working—and what’s not - Pinpoint the drivers of performance and uncover opportunities to improve margins, efficiency, and growth. 2) Turn uncertainty into strategy - Build dynamic financial models and forecasts that show you what’s ahead and prepare you for multiple scenarios. 3) Bring discipline to planning & spending - Develop budgets and cost frameworks that align with your goals while protecting profitability. 4) Translate complexity into clarity - Create executive-ready reports and dashboards that explain not just the numbers—but the story behind them. 5) Strengthen decision-making - Connect your P&L, balance sheet, and cash flow into a full financial picture, ensuring every choice is grounded in reality. 6) Stay ahead of cash flow - Use 13-week rolling forecasts to anticipate needs, prevent surprises, and keep your team focused on priorities. 7) Build scalable systems - Automate reporting and design intuitive dashboards that empower your entire organization to make smarter decisions, faster. Whether you need interim FP&A leadership, a clearer view of your financial health, or forward-looking insights to guide growth, I partner with you to bring structure, strategy, and confidence to your business decisions.

Financial Clarity for Growing Businesses | Clean Books • Strong Cash Flow • Decision-Ready Reporting I help business owners and leadership teams gain reliable financial visibility so they can make confident decisions, control cash flow, and scale sustainably. Having worked with 50+ businesses across professional services, agencies, and multi-entity operations, I specialize in transforming disorganized or unclear financial systems into structured, decision-ready reporting environments. My focus is not just clean books — but financial clarity that supports real operational decisions. As a Certified Public Accountant (CPA) with 8+ years of experience in accounting, finance, audit, tax compliance, and advisory, I help companies streamline workflows, strengthen reporting accuracy, and build finance systems that management can actually rely on. I translate complex financial data into practical, actionable insights — helping founders understand where their business stands today and what actions will improve performance tomorrow. Whether you need fractional CFO support, financial consulting, or full-cycle bookkeeping, my goal is simple: reduce financial uncertainty and give you confidence in your numbers. ⸻ What Working With Me Looks Like You gain clear, structured visibility into your financial position, including: • Real-time cash position and credit utilization visibility • Month-to-date and year-to-date performance tracking • A/R and A/P aging with collection and payment prioritization strategies • Rolling 4-week cash flow forecasting and working capital planning • Upcoming tax obligations and compliance timelines • Forecasting for major expenses, contracts, and growth initiatives • Actionable recommendations — not just reports ⸻ Services Fractional CFO & Financial Strategy • Financial planning & analysis (FP&A) • Budgeting and cash flow forecasting • Profitability and cost optimization analysis • KPI dashboards and management reporting • Financial workflow design and process improvement • Cross-border finance and remittance planning Accounting & Bookkeeping • Accounting system setup and optimized chart of accounts design • Accounts receivable and payable management • Bank and balance sheet reconciliations • Payroll coordination and financial controls • Inventory and fixed asset tracking • Monthly financial statements and compliance-ready books ⸻ Software Expertise Xero • QuickBooks Online • Zoho Books • FreshBooks • Wave • MYOB ⸻ Why Clients Choose to Work With Me • Decision-ready financial reporting — not just bookkeeping • Structured workflows that reduce manual work and errors • Strong focus on cash flow, profitability, and operational clarity • Reliable communication and proactive financial oversight • Confidential, professional, and long-term partnership approach ⸻ Let’s Talk If you want accurate financials, stronger cash flow visibility, and an accounting system that supports growth instead of creating confusion, feel free to reach out. I’d be happy to review your current setup and discuss practical next steps.

💰 25+ Years Experience | 200+ M&A Deals | Fractional CFO | Strategic Consultant I specialize in business valuation, financial due diligence, structured finance, and growth strategy. I've worked with private equity firms, family offices, SaaS and tech companies, real estate investors, commercial lenders, and owner-operators. I have led financial restructurings in the Asia-Pacific region, advised on post-merger integrations, and provided fractional CFO and strategic consulting for high-growth startups, PE-backed firms, and distressed asset acquisitions—helping businesses scale, raise capital, and optimize financial performance. 🏆 Recognition & Awards Top 100 in Finance (2020, 2022) Acquisition International 2019 Award for Excellence in Corporate Valuations Corporate LiveWire’s 2020 Innovation & Excellence Award in Growth Assessment McKinsey Quarterly & Harvard Business Review Advisory Council Member 🔹 Services & Expertise 📊 Valuation & Due Diligence ✔ Company Valuation (SaaS, Tech, Real Estate, PE, SMBs) ✔ Quality of Earnings (QoE) Reports & M&A Due Diligence ✔ Investment-Grade Financial Modeling & Forecasting 💵 Capital Raising & Structured Finance ✔ Debt & Equity Financing (SBA, PE, VC, Alternative Lending) ✔ Acquisition & Growth Financing Strategy ✔ Credit Stacking & Structured Credit Solutions 📈 M&A & Business Growth ✔ Buy-Side & Sell-Side M&A Advisory ✔ Post-Merger Integration & Financial Restructuring ✔ Distressed Asset Acquisitions & CRE Finance 🛠 Strategic Consulting & Operations ✔ Business Turnarounds & Process Optimization ✔ Growth Planning & Exit Strategy ✔ Cross-Border Business Structuring (US, Asia, EU) 🔹 Industry Expertise ✅ Tech & SaaS – ARR/MRR Valuation, Churn & LTV Analysis ✅ Real Estate & Private Equity – CRE Finance, REOs, Distressed Assets ✅ SMB & Family-Owned Businesses – Succession Planning, Growth Advisory ✅ Manufacturing & Supply Chain – Cost Optimization, Vendor Credit ✅ Logistics & Aviation – CEO of a Cargo Airline, Supply Chain Finance 🔹 Why Work With Me? ✔ Proven M&A & Due Diligence Expertise – Supporting investors, buyers, and sellers in high-stakes transactions ✔ Expert in Financial Strategy & Capital Structuring – Helping businesses optimize funding, valuation, and profitability ✔ Results-Driven CFO & Strategic Consultant – Ensuring financial health, efficiency, and business growth Let’s discuss how I can add value to your project! 🚀

Are you a business owner struggling with cash flow management and you often find yourself struggling to pay your supplier, cover rent and manage payroll? If so, you're in for a treat. I'm Cherrylyn, an Accountant, Bookkeeper, CFO, and Cost Reduction Strategist dedicated to helping businesses like yours optimize cash flow and reduce costs by leveraging various tax incentives offered by the government. But what difference can it make if I can help you: 🚀 Improve your accounts receivable collection rate by 10-15%, ensuring you have sufficient cash flow to meet your obligations. 🚀 Reduce your expenses by 5-10% through a thorough review of your current expenditures and the implementation of cost-saving measures. 🚀 Maximize tax incentives opportunities, allowing you to reinvest funds back into your business for growth. Why choose me? I am passionate about helping business owners manage their cash flow through a proactive approach that combines strategic planning, tax strategy, and financial risk management. My goal is to generate at least $10,000 in cost savings and tax incentives for your business each year. Professional Competencies: 💼 Certified Public Accountant (CPA) with 13 years of experience 🎓 Bachelor of Science in Accountancy 👩🏽‍💻 CFO, Controller, Accountant, and Bookkeeper for both Australian and US markets 📊 Head of Accounting Department for 6 years 💻 Proficiency in using Xero and Quickbooks 💰 Secured $20 million Dollars in Employee Retention Tax Credits for US businesses 💰 Facilitated AUD 500K in Research and Development Tax Incentives for Australian businesses 💰 Contributed to AUD 150K in cost savings Expertise: 👩🏽‍💻 Australian Accountant and Bookkeeper: 📍Knowledgeable in Australian Bookkeeping & Accounting Standards 📍Proficient in Xero 📍Accurate categorization of income and expenses 📍Expertise in Bank Reconciliation (Bank and Credit Card) 📍Accounts Receivable and Payable Management 📍High proficiency in Excel and Microsoft Office 📍Preparation and Lodgment of Monthly IAS and Quarterly BAS 📍Processing of Superannuation 📍Facilitating claims and registration for R&D Tax Incentives Tools: 📋 Xero 📋 MYOB 📋 Simpro 📋 Spectora 📋 Servicemate 📋 Trello 👩🏽‍💻 US Accountant and Bookkeeper: 📍Knowledgeable in US Bookkeeping & Accounting Standards 📍Proficient in QuickBooks 📍Accurate categorization of income and expenses 📍Expertise in Bank Reconciliation (Bank and Credit Card) 📍Accounts Receivable and Payable Management Tools: 📋 QuickBooks Online 📋 QuickBooks Desktop Chief Financial Officer (CFO): As a CFO, I offer tailored strategies aligned with your business goals, effective cash flow management, and accurate budgeting and forecasting to guide your decisions. Core CFO Services: 🌟 Financial Analysis and Modeling 🌟 Budgeting and Forecasting 🌟 Financial Reporting and Analysis 🌟 Cash Flow Management & Optimization 🌟 Balance Sheet & Profit and Loss Analysis 🌟 Analysis of Actual vs. Budget Variance 🌟 Fractional CFO Support 🌟 KPI Dashboard Management Financial Metrics Expertise: 👉 Gross Profit Margin 👉 EBITDA Margin 👉 Customer Churn Rate 👉 Customer Acquisition Rate 👉 Current Ratio 👉 Debt Equity Ratio 👉 Interest Coverage Ratio 👉 Internal Rate of Return (IRR) 👉 Payback Period Is this the partnership you need to steer your business toward growth? If so, send me an Upwork message now. Let’s work together to rewrite your financial landscape. 😉

If you need more than just bookkeeping and want real financial clarity in your business, I help companies clean up their accounting, improve financial reporting, and make better financial decisions. I am a Canadian CPA and Top Rated freelancer on Upwork with more than 15 years of experience across accounting, financial reporting, financial analysis, and financial strategy. My background includes senior finance roles at organizations such as PwC and Honda, as well as serving as Head of Finance at a large professional services firm. I work with business owners, startups, and growing companies that need strong financial insight and structured financial management. Many businesses reach a stage where bookkeeping alone is not enough. They need reliable financial reporting, financial analysis, and strategic guidance on growth decisions. That is where I add value. I regularly help businesses with: • Financial reporting and performance analysis • Accounting system improvement and financial controls • Budgeting and financial forecasting • Financial modeling and investment analysis • Business planning and financial strategy • Corporate tax planning and financial structuring Common engagements also include QuickBooks Online cleanup, bookkeeping oversight, financial statement preparation, financial analysis, and corporate tax planning. Financial reporting and accounting: I am highly experienced in preparing complete sets of financial statements including: • Profit and loss statements • Statements of financial position • Cash flow statements • Statements of retained earnings • Financial statement notes I have worked extensively with accounting frameworks including IFRS, US GAAP, Canadian GAAP, and ASPE, and regularly assist companies with accounting structure, reporting processes, financial controls, and audit preparation. Financial modeling and analysis: I also build financial models, forecasting tools, and management dashboards in Excel that help leadership teams understand business performance, evaluate opportunities, and make strategic decisions. I have developed a wide range of financial models including: • Discounted Cash Flow (DCF) models • Mergers & Acquisitions (M&A) models • Leveraged Buyout (LBO) models • Comparable Company Analysis (CCA) models • IPO valuation models • Consolidation and forecasting models • Budgeting and long-term financial planning models Tax advisory: I also advise businesses on corporate tax matters, helping owners structure their finances efficiently and ensure their accounting and tax reporting are aligned. I regularly assist with corporate tax filings, financial reporting alignment, and GST/HST compliance. Tools and systems: I have extensive experience working with both enterprise and small business financial systems including: QuickBooks Online (QBO) Xero SAP Oracle Microsoft Excel (advanced financial modeling and analytics)

Most founders I work with are at a similar point - the business is growing, but the finances feel like they're always one step behind. Cash flow is unpredictable. There's no reliable MIS to make decisions from. The books exist, but nobody's really reading them strategically. And when an investor or banker asks for numbers, it becomes a scramble. I work with founders as a Fractional CFO not a full-time hire, not just a bookkeeper. Someone who sits close enough to the business to understand it, and brings financial clarity when decisions need to be made. I'm a Chartered Accountant and Zoho Books Certified Professional. My work spans manufacturing, D2C, SaaS, retail, and family businesses mostly growth-stage founders who are serious about scaling but want a finance partner, not just a compliance function. What I typically work on: - Monthly MIS & management reporting - Cash flow forecasting & working capital management - Business planning & financial roadmaps - Investor decks & financial due diligence - Internal audit & financial controls - Zoho Books setup, migration & ongoing management - Credit risk assessment I work best with founders in the early-to-mid growth stage where the business has real momentum but the financial infrastructure hasn't caught up yet. If that's where you are, happy to have a conversation.

Currently serving as: CFO at Rose Law Firm PC — ranked among Oregon's Top 20 Most Admired Law Firms, advising companies, owners, and executives on high-stakes transactions and complex commercial disputes (Lake Oswego, OR, USA) CFO at Sentric Legal — an AI-powered legal services company associated with Rose Law Firm, helping law firms and in-house legal teams implement AI workflows, governance, and staffing solutions (Lake Oswego, OR, USA) CFO at Connected Destinations — a UK-based tech company CFO at Mega Plants — a US-based e-commerce company with multiple brands Holding four simultaneous CFO roles across legal, legal-tech, tech, and e-commerce gives me something most accountants simply can't offer: real-time, cross-industry financial leadership at the intersection of law, AI, and commerce. I don't just manage books — I give business owners the financial clarity to make confident decisions. I'm a Fellow Chartered Certified Accountant (FCCA) and Certified QuickBooks ProAdvisor with 15+ years across law firms, e-commerce brands, and tech companies. Working across Rose Law Firm and Sentric Legal — a Top 20 Most Admired Law Firm in Oregon and its associated AI legal services company — has given me direct exposure to the financial rigor, billing structures, trust accounting, and compliance standards that US law firms and legal-tech companies demand daily. ───────────────────────────────── WHO I WORK WITH ───────────────────────────────── → US law firms needing CFO oversight, billing management & trust accounting → Legal-tech and AI companies needing fractional CFO support → E-commerce sellers on Shopify, Amazon & WooCommerce → Tech startups needing fractional CFO or financial modeling → Business owners who've outgrown their bookkeeper ───────────────────────────────── WHAT I DELIVER ───────────────────────────────── ✦ Fractional CFO services — forecasting, KPIs, board-ready reporting ✦ AP/AR management — aging reports, collections, vendor payments ✦ QuickBooks Online — setup, cleanup, monthly close, reconciliation ✦ Financial statements — P&L, Balance Sheet, Cash Flow ✦ Budgeting & forecasting — rolling forecasts, scenario planning ✦ Law firm accounting — IOLTA trust accounts, matter billing, WIP ✦ E-commerce accounting — multi-channel reconciliation, COGS, margins ✦ AI-powered workflows — faster reporting using Claude & ChatGPT ───────────────────────────────── CREDENTIALS ───────────────────────────────── - FCCA — Fellow Chartered Certified Accountant - Certified QuickBooks ProAdvisor - Active CFO — Rose Law Firm PC (Top 20 Law Firm, Oregon, USA) - Active CFO — Sentric Legal (Legal AI Company, Oregon, USA) - Active CFO — Connected Destinations (Tech Company, UK) - Active CFO — Mega Plants (E-commerce, USA) - 15+ years in senior financial roles - Top Rated Plus | 100% Job Success | 19 jobs completed Available 30+ hrs/week. Response within 4 hours. Let's talk about what your numbers should be telling you.

Most business owners I talk to have the same problem. The books are being kept. But they cannot tell me where the cash is going next quarter. That is not a bookkeeping problem. That is a financial control problem. I spent years inside Constellation Software managing financial operations across a portfolio of multiple acquired businesses -- multi-entity reporting, treasury, IFRS compliance, board reporting. Now I work directly with small business owners across ecommerce, automotive, SaaS, and distribution who need CFO-level thinking without the full-time price tag. I hold the FCCA -- Fellow Chartered Certified Accountant -- which is the international equivalent of a CPA or CA. Here is what I actually do for clients: Cash Flow -- 13-week forecasts, runway planning, cash visibility dashboards Financial Reporting -- P&L, balance sheet, management accounts, board packs Bookkeeping Cleanup -- QuickBooks and Xero setup, cleanup, reconciliations, chart of accounts Budgeting and Forecasting -- annual budgets, scenario planning, variance analysis KPI Dashboards -- real-time performance tracking built around your business model Controller Work -- month-end close, internal controls, multi-entity consolidation I have done this for a $2.7M Shopify founder with no forecast and no sleep. For an $8M Chicago car dealership that had never seen a real P&L. For a hail repair company drowning in contractor payment chaos. For a youth soccer club where I found $28K in annual savings in the first month. In every case the books existed. The financial control did not. I also work with CPA firms, accounting practices, and financial consultancies who need a reliable fractional CFO to plug into their client base. If you are managing 10, 20, or 30 clients and need a senior finance partner behind the scenes, I am set up for exactly that. I work with a dedicated team and we can handle multiple clients simultaneously without compromising on turnaround time or quality. If you are doing real revenue and still flying blind, send me a message. Industries: SaaS | Ecommerce | Automotive | Car Dealerships | Distribution | Digital Marketing | Hail & PDR Repair | Professional Services | Event Management Tools: QuickBooks Online | Xero | NetSuite | Bill-com | Excel | Google Sheets | Shopify | Amazon | Gusto FCCA (Fellow Chartered Certified Accountant -- equivalent to CPA, CA & MBA) | QuickBooks ProAdvisor | Xero Advisor Certified | 100% Job Success | Top Rated Plus | 7,000+ Hours #FractionalCFO #FinancialController #CashFlowManagement #QuickBooksProAdvisor #XeroAdvisor #FinancialReporting #KPIDashboard #SaaSFinance #EcommerceFinance #OutsourcedCFO #SmallBusinessCFO #Bookkeeping #FinancialModeling #ManagementReporting #RemoteCFO #Automotive #NetSuite #Shopify #FCCA #CashFlowForecast #CPAFirm #AccountingFirm #WhiteLabelCFO

𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ | Ex-JPMorgan | CFA | $1BN+ raised by my models | 99% JSS | $600k total earnings I work with funded startups, growth-stage companies, and established businesses on the financial infrastructure that drives decisions: investor-ready models, board reporting, scenario analysis, valuation, and ongoing FP&A. My clients have raised over $1BN in debt and equity using models I built, from seed rounds through Series B, including a unicorn and multiple $100M+ ARR businesses. I keep a small client base by design. The best results I've delivered have come from relationships where I have real context on the business, not one-off projects. I'm the person you call before a board meeting, during a fundraise, when an acquisition lands on your desk, or when you just need someone who understands your numbers as well as you do. Financial Modeling: A model is only as good as the understanding behind it. I build FP&A models with a deep focus on usability, auditability, and, increasingly, AI integration. The goal is a financial source of truth that different teams across the business can actually work from. Transaction Advisory: Extensive private equity and M&A experience across hundreds of millions of dollars of transactions. LBO models, waterfall structures, complex valuations, diligence-ready outputs. When the model is the deal, the details matter, and that's where the investment banking training shows up. Send over a deck, a business plan, or just describe what you're working on. I'll scope it same day.