Fractional CFO and Strategic Controller, Accountant & Bookkeeper | GAAP Audit Prep, Crypto Advisory, Payroll Advisory, Accounting & Bookkeeping, QuickBooks Online Certified Expert Are you a business owner or startup looking for reliable, accurate, and proactive accounting support? I’m here to help. I'm a Fractional CFO and Controller with 15+ years in finance, and I think like an owner because I ran my own businesses for 20 years. I specialize in: 1-QuickBooks Online (QBO) setup and full-service accounting 2-Forensic accounting and reconciliations 3-Domestic and international accounting (including multi-currency & crypto) 4-GAAP and IFRS compliance 5-Start-up and enterprise-level financial management (fCFO services) Whether you need a brand-new QBO account tailored to your operations or ongoing accounting services to keep your books clean and compliant - I deliver high-quality, dependable results that help you make smart financial decisions. Clients choose me when they need more than just number-crunching--they need a trusted advisor who explains the “why” behind the figures and equips their teams to make smarter decisions. Let’s streamline your accounting and set your business up for long-term success. I look forward to working with you!

I help small and mid-sized business owners make high-stakes financial decisions with confidence—whether that means running or acquiring a company, raising capital, improving performance, or preparing for an exit. I work as a fractional CFO and M&A advisor to founders, investors, and management teams, typically in the $2M–$10M revenue range, providing senior-level financial leadership without the cost of a full-time executive. My background includes 25+ years as a partner at two major CPA firms and 10+ years running my own financial and M&A advisory firm. In addition to advisory work, I have hands-on experience running business units, turning around underperforming operations, and building new practice areas—so my guidance is practical, not theoretical. How I Help Clients Fractional CFO & Financial Leadership -Financial strategy, budgeting, forecasting, and cash-flow modeling -KPI dashboards and board-level reporting -Debt and equity financing support -Pricing, margin improvement, and cost reduction -Incentive compensation and performance plans -Tax strategy oversight (in coordination with CPAs) M&A, Due Diligence & Valuation -Buy-side financial due diligence & Quality of Earnings (QoE) -Pre-LOI analysis and valuation -Deal structuring and acquisition financing -Sell-side readiness & reverse due diligence -Partner buyouts and internal transactions Strategic Growth & Exit Planning -Growth planning and execution support -Capital planning for scale -Exit planning and sale readiness -Special financial and strategic projects Selected Engagement Examples (Representative and anonymized) -Conducted Q & E Review and financial due diligence and provided lender report for a manufacturing acquisition (~$12M revenue) with lender providing pari passu SBA and traditional financing, relying upon my work. -Guided and advised the buyer through the valuation, structuring, and financing of a specialty construction company (~$13M revenue). -Serves as long-time on-going fractional CFO for family or solo owner real estate, SaaS, consumer products, and instructional businesses, providing financial management and reporting, cash flow forecasting and budgeting, oversight of tax matters, and strategic financial advice and guidance. -Prepared sell-side financials and exit readiness for founder-owned service firms. -Structured partner buyouts and ownership transitions for multi-owner businesses. Industries -Technology & SaaS -Professional & B2B services -E-commerce & consumer brands -Manufacturing & distribution -Healthcare services -Real estate & construction Why Clients Choose Me -100% Job Success on Upwork -Expert-Vetted fractional CFO & M&A advisor -600,000+ earned on Upwork across 300+ engagements -Trusted with acquisition, financing, and exit decisions -Clear communicator with owners, lenders, attorneys, and investors Let’s Talk If you’re considering an acquisition, need senior-level financial leadership, or want to prepare your business for growth or exit, I’m happy to discuss whether I’m the right fit.

Improve the financial health of your business through strategic financial planning. 🏆 MBA with 12+ years of experience. 🥇 Top 1% on Upwork worldwide 🌟 Worked with 100+ startups and businesses Whether you are planning to fundraise from Tier-1 VCs or trying to improve the financial health of your business, I will help you achieve your goal through planning and financial management. A walk with you through your 0-1 or 1-10 journey. My clients have a LOT to say about me: ✅ "I can honestly say Aman is among the best. If you have the opportunity to work with Aman, I say go for it! " - CEO of eCommerce Company after working for 900+ hours over 4 years. ✅ "Aman did fantastic work on the financial model in a very short time" - a B2B SaaS founder successfully raised $10M+ Series A round ✅ "Aman did a great job for us over many projects. We'd love to work with him again." - VC with multiple portfolio companies raising next round of funding (worked 500+ hours). 🔢 My stats: ● # Top 1% globally on Upwork in the entire Finance category ● $200M+ raised: SAFE, equity, convertible, debt, bridge, mezz ● 150+ Project Executed ● 5,000+ hours of financial planning & modelling experience ●Worked with clients across the globe (US, UK, Europe, GCC, and South East Asia) My Experience: 1) Financial Planning & Management - financial plans, budgets, SOPs, A/R.- A/P planning, financial automation, bookkeeping, fundraising, and investor relations. 2) Business & Strategic Consulting - business plans, financial models, opportunity evaluation (TAM, SAM, SOM), marketing plan, go-to-market strategies, operating metrics, budgets & and forecasts, etc. 3) Fund Raising and investor documents - information memorandum, pitch decks, financial models, term sheets, valuation, etc. 4) Transaction Advisory - due diligence, feasibility report, M&A, company valuation, market research 5) Real Estate/PE - Detailed Financial modeling (multi-family, office building, retail, hotels, etc.) with NPV, IRR, ROI, Return; cashflow waterfalls, transaction pitch decks, fund theme presentation, fund structures, etc. 6) Market Research - industry analysis, market sizing, competitive analysis, customer analysis, SWOT, etc. Expertise: Consumer, Luxury, Manufacturing, Cannabis, Ecommerce, CPG, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech, Capital Raising, Pitch Decks, Investor Decks, Pitchbook, Information Memorandum, CIM, Machine Learning, AI & OpenAI ChatGPT, LLM, ML, Financial Modeling, Investor Strategy

I help startups and growing businesses unlock capital, scale operations, and make smarter financial decisions. Whether you’re preparing for investors, planning an acquisition, outreaching the investor or need clarity on your financial strategy, I bring both boardroom-level expertise and hands-on execution. With over +13k investors to outreach and many warm contacts actively looking to deploy funds. 🔹 What I do best Secure funding – raised $20.5M+ in 2025 through venture capital, angels, and debt. Build investor-ready models & pitch decks that win confidence. Advise on M&A, valuations, and due diligence to maximize deal outcomes. Lead FP&A and finance transformations that cut inefficiencies and accelerate growth. 🔹 A bit about me Financial Director with over 11 years of experience and multiple fundraising campaigns succesfully completed. With over $20m raised for startups during 2025 and over 5 years of helping startups secure funds, I've managed to create processes to streamline the fundraising campaigns with high success rate 🔹 Why clients hire me I combine strategic vision with execution, meaning I don’t just design the model or strategy, I ensure it works in the real world. My clients appreciate my ability to speak both “investor” and “operator,” bridging the gap between financial strategy and day-to-day business needs. If you’re looking for a trusted partner to sharpen your financial strategy, prepare for investors, or guide a transaction, let’s connect..

𝟲𝟬+ 𝗦𝘁𝗮𝗿𝘁𝘂𝗽𝘀 𝗔𝗰𝗿𝗼𝘀𝘀 𝗨𝗦, 𝗖𝗮𝗻𝗮𝗱𝗮 & 𝗨𝗞 | 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 | 𝟭𝟬𝟬% 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗦𝗰𝗼𝗿𝗲 I help founders get investor-ready in 7 days, set up & run finance operations. The fundraising materials that close the round, and the financial operations that help the company grow 🚀. 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: • Sectors: AI SaaS, SaaS, FinTech, Marketplaces, Healthcare, Real Estate, Professional Services 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 & 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗿𝗲𝗮𝗱𝗶𝗻𝗲𝘀𝘀: • Investor-ready Pitch Decks: VC-grade storytelling backed by bottom-up market sizing & a driver-based financial model • Driver-based Financial Models tied to Pitch Deck Narrative: profit & loss, balance sheet, cash flow statement, scenario & sensitivity analysis, revenue engine, cash burn, runway, unit economics, cohort logic, & dashboard (MRR, ARR, burn, runway, payback, LTV, CAC) • Cap Tables: Carta management, SAFEs, convertible notes, priced rounds, preference & ordinary stocks, option pools, ownership, dilution scenarios, & waterfalls • Valuations: Discounted Cash Flow Model 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: • Setting up accounting systems: Quickbooks, Xero • Financial Reporting: period GAAP-compliant bookkeeping, bank reconciliation & financial statement preparation for management reporting & return filing • Investor Reporting: preparing materials for quarterly Investor updates • Budgeting, Planning & Dashboard: set up budgets, forecasts, run variance analysis & build dashboards. • Payroll Management: employee vs contractor, 1099-NEC 𝗠𝘆 𝗥𝗼𝗹𝗲𝘀 𝗮𝘀 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 TrueClaim AI Canada Have been working with this startup since April 2024. Built their fundraising financial model, ran DCF valuations, set up Carta & issued SAFE notes. Advised on raise amount, dilution & investment terms. Even the founder asked me to join him during investor calls. VisionX Ecosystem, LLC US I worked with this startup in 2024-25, as CFO. Because I was the only person handling finance, I built fundraising financial models, helped figure out pricing, ran payroll for teams from the US, Asia, & Africa, managed cash burn, runway, QuickBooks & Mercury bank accounts. Advised the founder on the corporate structure, fundraising strategy, investment terms, & navigating startup crises. United For Humanity, Inc. US Worked with the founder & CEO on a fundraising financial model, cap table, & investor dashboard for cash burn, runway, & raise amount. They closed the round for $250k with commitments up to $1.2M. Mammoth Self Storage Pty Ltd AUS Built a multi-property forecasting model covering revenue, expenses, margins & cash burn by facility, plus feasibility analysis for new sites. Added actuals tracking, variance analysis & a dynamic dashboard across all properties. Now on a monthly retainer to update the model & report findings to the CEO. 𝗪𝗵𝗮𝘁 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝘀𝗮𝘆: He built a really strong SaaS financial model for us that covered the revenue engine, core unit economics, and the key drivers behind the business. Model was technically sound + easy to use and helped us think more clearly about pricing, growth, and planning. It’s already been helpful in investor conversations and internal decision-making, and honestly gave us a much better way to talk about the business. 5/5⭐ Wossen Ayele, Founder, CEO & Startup Advisor It was a pleasure working with Qudrat on our 5-year financial model. He was professional, knowledgeable, and quickly identified and corrected areas that needed refinement. He brought clarity and structure and made the entire process smooth and efficient. He was easy to communicate with, responsive, and genuinely collaborative. I would highly recommend him to any founder or organization looking for a thoughtful, reliable, and skilled financial partner. 5/5⭐ Cory Martin, Founder & CEO United For Humanity Qudrat is detailed oriented and fits the needs of a startup with high level financial focus and management. 5/5⭐ Antwyne DeLonde, Founder & CEO VisionX Ecosystem LLC I approached Qudrat with a last-minute problem: I was pitching an extremely complex business idea and faced a challenge in preparing a pro forma spreadsheet. Qudrat completed the project more quickly than I could have ever imagined—I had only a couple of hours, and he saved me. If you need any modeling help, he should be your go-to. 5/5⭐ Alex Coulollias, Founder & CEO 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 • ACCA Qualified with Nationwide Position • BSc in Applied Accounting - First Class Honors from Oxford Brookes University • QuickBooks Online & Xero Certified Advisor • Carta Cap Table Certification • Financial Modeling, Valuation & Budgeting Certifications - CFI • XEED Incubation Program - INSEAD • Venture Deals - Techstars • SaaS Finance Simplified - Author of SaaS Newsletter If you’re Fundraising or need help with Finance Operations, DM me 🚀

I am a roll-up-your-sleeves type - a doer. I am a hands-on finance professional with years of experience as a CFO, managing company P&Ls and financial statements, building budgets, and managing audits. I am an operational whiz at developing and implementing internal controls and processes. I have seen it all when it comes to company books and financials! I am looking for some flexibility doing remote work as we are in transition, moving our family from California to Texas. I am an expert in Quickbooks both Online and Desktop (And because I am a Quickbooks Certified ProAdvisor, I can advise on use of the program or tackle challenges for how the program can accommodate the challenges that may be unique to your business), and with all levels of corporate finance and accounting work. I am a power financial systems user and can clean up your books by coding your expenses, redesign your GL codes, do monthly close, reconciliations, A/R, A/P, I can build your monthly reporting packages - I can do fractional work and present to your board. You name it, I can do it! I am even happy to consult with you on how best to maximize your profit, minimize your expenses - I can do financial forecasting in the near, mid, and long-term. I can do M&A diligence. I also have a lot of experience all aspects of business operations and strategy - so happy to provide more comprehensive consulting services as well. Please get in touch!

🏆 I am a 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 𝗮𝗻𝗱 𝗦𝗲𝗻𝗶𝗼𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝘄𝗶𝘁𝗵 𝟴+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 in Investment Banking, Private Equity, FP&A, Financial Modeling, and Credit Risk. I specialize in turning financial complexity into strategic clarity—designing powerful models, optimizing capital allocation, and driving sustainable profitability. From high-stakes multi-million dollar transactions to risk management frameworks, I help businesses make smarter, data-driven decisions that accelerate success. 🏅 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 & 𝗗𝗲𝗿𝗶𝘃𝗮𝘁𝗶𝘃𝗲𝘀 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁, adept at navigating financial markets, structuring deals, and enhancing portfolio performance. 𝗦𝗸𝗶𝗹𝗹𝗲𝗱 𝗶𝗻 𝗣𝘆𝘁𝗵𝗼𝗻, 𝗖/𝗖++, 𝗘𝘅𝗰𝗲𝗹 𝗩𝗕𝗔, 𝗮𝗻𝗱 𝗔𝗜-𝗱𝗿𝗶𝘃𝗲𝗻 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀, I craft cutting-edge solutions that blend technology with finance for maximum efficiency. Holding a Bachelor’s in Finance from Berkeley College, New York, and currently pursuing a Master’s in Finance from PSU, I bring a deep analytical approach to every financial challenge. 🌎 Beyond numbers, I build lasting partnerships, delivering tailored financial strategies that unlock growth and long-term value. If you're looking for precision, profitability, and financial excellence, let’s create something extraordinary together!

I’m an FCCA-qualified Fractional CFO with 13+ years of finance experience, including 4+ years working directly with founders and leadership teams on Upwork. I help growing businesses improve financial visibility, build better reporting systems, automate manual finance work, and make better decisions using clean financial data. My work sits at the intersection of CFO advisory, FP&A, business intelligence, and finance systems implementation. In practical terms, that means I do not just build financial models - I help businesses create the reporting infrastructure, dashboards, workflows, and controls needed to run the company with confidence. I typically work with businesses in the $1M–$15M revenue range across SaaS, eCommerce, hospitality, healthcare, tech, restaurants, and service-based companies. 💡 How I Can Help 1. Fractional CFO & FP&A Support I provide hands-on finance leadership for growing companies that need senior-level support without hiring a full-time CFO. This includes: • Monthly management reporting • P&L, balance sheet, and cash flow review • KPI tracking and performance analysis • Budgeting and forecasting cycles • Margin, pricing, and profitability analysis • Board, investor, and leadership reporting • Finance process improvement 2. Financial Modeling & Forecasting I build practical financial models that business owners and leadership teams can actually use. 3. Business Intelligence & Finance Dashboards I help companies move beyond static spreadsheets into clearer, more scalable reporting. This can include: • KPI dashboards for management teams • P&L dashboards by location, department, class, or revenue stream • Budget vs actual and variance dashboards • Cash flow and working capital dashboards • Restaurant, SaaS, eCommerce, and marketplace reporting packs • Drill-down reporting by month, category, location, or business unit • Data mapping from accounting systems into management reporting structures • Front-end BI app prototypes for finance and management reporting I have worked on reporting and dashboard solutions using data from systems such as Xero, QuickBooks Online, Stripe, Square, Lightspeed, MarketMan, Planday, Shopify, FreeAgent, Google Sheets, and Excel. 4. Finance Automation & Integrations I help reduce manual finance work by connecting systems, cleaning workflows, and automating repetitive reporting tasks. Examples of automation work include: • Automating monthly reporting packs • Connecting accounting, POS, payroll, inventory, and payment platforms • Building Google Sheets / Excel workflows that pull, clean, and transform data • Creating finance workflows with Apps Script, Python, JS • Automating deferred revenue and revenue recognition schedules • Creating Xero / QBO reporting and reconciliation workflows • Building AP checks, invoice attachment checks, and payment control workflows • Designing data upload processes for BI dashboards and finance apps • Reducing manual copy-paste work and improving data accuracy The goal is not automation for its own sake. The goal is better control, fewer errors, faster reporting, and more useful financial information. 5. Fundraising & Investor Support I support founders preparing for funding rounds, due diligence, or investor reporting. This includes: • Investor-ready financial models • Pitch deck financials • Revenue, margin, and cash flow analysis • Scenario planning • Due diligence support • Board and investor reporting packs I have helped clients collectively raise $10M+. 🎯 Why Clients Work With Me • I combine CFO-level finance experience with strong technical implementation skills • I understand finance, operations, systems, and founder-level decision-making • I build reporting structures that are practical, not overly complicated • I focus on visibility, control, and decision-making — not just spreadsheets • I can work strategically at leadership level and still get hands-on with the data If you need a finance partner who can help you build the model, clean up the numbers, automate the reporting, and create better visibility across your business, I can help.

Do you need clean, accurate financials — and insights that help you make smarter business decisions? I’m a Certified Public Accountant (CPA) and Top Rated Plus freelancer with 12+ years of experience helping startups, SMEs, and investors build solid financial systems, models, and reports that actually drive results. Clients hire me when they need more than just bookkeeping — they need clarity, structure, and strategy behind the numbers. ________________________________________ 💼 What I Do • Financial Modeling & Valuation: Investor-grade models for startups, acquisitions, or fundraising • Due Diligence Support: Buy-side and sell-side analysis for M&A and capital raises • Accounting Setup & Cleanup: QuickBooks, Xero, and Odoo configuration, migration & reconciliation • Bookkeeping & Reporting: Monthly close, management reports, cash flow tracking, KPI dashboards • Budgeting & Forecasting: Scenario planning, profitability analysis, and cost optimization ________________________________________ 🧠 Why Clients Work With Me • CPA Qualified: Professional accounting expertise with real-world business insight • Cross-Industry Experience: SaaS, manufacturing, construction, eCommerce, consumer goods, and logistics • Proven Results: Helped clients raise over $5M+, reduce costs, and clean up years of messy books • Responsive & Reliable: You get clear communication, accurate deliverables, and zero missed deadlines • Trusted Partner: 100% Job Success | Top Rated Plus | Long-term client relationships

I am a licensed CPA with more than 10 years of experience, and I spend most of my days helping contractors, developers, and property managers actually understand their numbers. I trained at Deloitte with additional time at EY and BDO, and I work with clients across the US, UK, and Australia. What sets me apart is that I understand the software your business runs on, not just QuickBooks. I know how Buildertrend talks to QBO, why JobTread cost code mapping matters for job profitability, and how to reconcile an AppFolio rent roll back to a clean balance sheet. Most accountants stop at the books. I connect your operations to your books, your books to your reports, and your reports to better decisions. Credentials and tools Licensed CPA (ICPAP, license M-4008), QuickBooks Online ProAdvisor, Xero Certified Advisor Construction: Buildertrend, JobTread, Procore, CoConstruct, Sage 300 CRE Property management: AppFolio, Buildium, Rent Manager, Yardi Breeze Dashboards: Fathom, Spotlight, Looker Studio, Power BI How I can help Bookkeeping: Reconciliations, AP and AR, payroll, multi currency, subcontractor and vendor management Reporting: GAAP and IFRS statements, job profitability reports, WIP schedules, KPI dashboards Cleanup and migration: QBO and Xero cleanup, catch up bookkeeping, chart of accounts restructure, audit ready in days Fractional CFO: Cash flow forecasting, CAPEX planning, draw schedules, investor decks, scenario modeling For construction clients, I set up and manage Buildertrend and JobTread integrations with QBO, handle job costing by phase and cost code, run AIA progress billing (G702 and G703), track retention, and build WIP and over under billing schedules. For real estate, I connect AppFolio and Buildium to QBO, deliver property level P&L, reconcile rent rolls, handle CAM and triple net reconciliations, and track mortgage, escrow, and security deposits. A few results I am proud of Saved a client more than 500K through tax strategy and cost analysis Took a Buildertrend to QBO setup live in five days with real time job costing and zero double entry Turned a messy set of books audit ready in 10 days Built dashboards that gave owners back more than 20 hours every month If any of this sounds like what you need, send me a message and we can set up a quick call. I am happy to look at where things stand and tell you honestly how I can help.