Greetings! I'm a dedicated CPA and a Top Rated Seller on Upwork with a passion for steering small and medium enterprises towards financial excellence. With a forte in Bookkeeping and Financial Modeling, I specialize in empowering businesses to thrive. Bookkeeping Mastery: My expertise lies in QuickBooks and Xero, where I've seamlessly managed diverse client portfolios from the USA and Australia. From meticulous record-keeping to ensuring financial compliance, I provide tailored solutions for your unique business needs. Financial Modeling Pro: Utilizing advanced modeling techniques, I craft robust financial models to forecast, strategize, and optimize your business trajectory. Whether it's assessing investment opportunities or mapping growth strategies, I've got you covered. Client-Centric Approach: I prioritize your business goals, offering personalized services that align with your vision. My commitment goes beyond numbers; I'm here to be your strategic partner in financial success. Let's collaborate to streamline your financial operations and elevate your business to new heights. Get in touch today, and let's chart a course towards your business's financial triumph." Cheers!

**TOP-RATED Freelancer with 5-Star Reviews** Are you a business owner drowning in the sea of bookkeeping responsibilities, searching for a lifeline to save you from financial stress? Look no further! I'm your trusted QuickBooks and Xero bookkeeper with a fervent mission to empower entrepreneurs, real estate investors, contractors, e-commerce sellers, IT and digital marketing firms, startups, and small business owners. I provide the financial clarity and tax-saving strategies you need to chart a course for success. What I Offer: My expertise covers a wide spectrum, including: Specializations: ➟Preparation of Financial Statements (Balance Sheet, Profit and Loss Account, and Cashflows) ➟Full-cycle bookkeeping ➟Xero and Quickbooks online ➟Accounts Payable/Accounts Receivable ➟GST and BAS ➟Payroll ➟Financial Statements ➟Catch-up and ongoing Bookkeeping ➟Inventory Management ➟Multicurrency ➟Bank Reconciliation ➟Loan Management ➟Journal entries ➟Accrual accounting ➟Software Setup and Integration ➟Fixed Asset Management ➟Maintaining accurate financial records for a company or organization ➟Recording all financial transactions, including purchases, sales, payments, and receipts ➟Generating financial reports, such as income statements and balance sheets ➟Assisting with budget preparation and tracking ➟Ensuring compliance with relevant laws and regulations ➟Communicating with clients, vendors, and other stakeholders as needed ➟Managing payroll and employee benefits ➟Performing other financial tasks as assigned by management. ➟Variance analysis ➟Budgeting and Forecasting Proficient user of: ☛ SageOne, WaveApps, Reckon, MYOB, Zoho, Cryptio, Finmark ☛ Google Drive, Dropbox, MS Office ☛ Asana, Todoist, Slack, MS Teams ☛ Shift care, Hikeup, Salesforce Lighthing ☛ Vend, Receiptbank, Bill.com, Auto Entry, Hubdoc ☛ Deputy, ADP, Servicem8, HouseCallPro, Podio, Appfolio ☛ A2x, Sellerzen, Linkmybooks ☛ quare, Shopify, Chargebee ☛ Skype, WeChat, Viber, WhatsApp ☛ Amazon FBA ☛ Shopify ☛ eBay ☛ Walmart ☛ WooCommerce ☛ Wix ☛ Yardi Why Choose Me: With a meticulous eye for detail and unwavering dedication to delivering outstanding results, I keep myself informed about the latest industry trends and advancements. My passion lies in helping businesses not just survive but thrive through tailored financial solutions and proactive management. Whether you run a small business, startup, or established enterprise, I provide reliable and professional bookkeeping and accounting services customized to meet your unique needs. Let me handle your financial responsibilities, freeing you to focus on growing your business with peace of mind. Credentials: I am a qualified and professional accountant/bookkeeper with six years of experience in this field. I'm a reliable, detail-oriented, and friendly professional who thrives in a team environment. I have a strong understanding of basic accounting principles and am well-versed in QuickBooks, Xero, Wave, and Zoho. I excel at working independently, making me the perfect choice for setting up businesses in QuickBooks or any other accounting software. Achievements: Over the last six years, I've successfully helped four businesses reach their revenue milestones. I've worked industries that include the following: ❁ Real Estate Business ❁ Small Businesses ❁ Retail ❁ Restaurants and Food Services ❁ Real Estate ❁ Construction and Contracting ❁ Healthcare ❁ Legal Services ❁ Nonprofits ❁ Technology and IT ❁ Hospitality and Tourism ❁ Manufacturing ❁ Transportation and Logistics ❁ Consulting Services ❁ Education ❁ Entertainment and Media ❁ E-commerce ❁ Professional Corporation and Trust Accounting ❁Landscaping Business ❁ SaaS software companies Who Am I: Bachelor's Degree in Finance and Chartered Accountant (CA) Finalist Diversified portfolio in Financial Advisory, Reporting, Accounting, and Taxation Dedicated to serving your financial needs When you work with me, it's all about YOU! If you seek a lasting and fruitful business relationship based on quality, cost-effectiveness, timeliness, and trust, I'm your go-to choice. I'm the professional with an eye for detail, a deep commitment to work, a knowledge of GAAP, and a "Can Do!" attitude. Let's connect today to discuss how my expertise as a QuickBooks & Xero Certified Bookkeeper can bring value to your business. Don't miss the opportunity to partner with a professional who is passionate about your success!

You are on the Best One-Stop Shop for all Accounting and Business Analysis services. VISION: SEE BEYOND THE NUMBERS MISSION:Find comfort in knowing where your money is going I am a Certified Public Accountant and have worked as a Bookkeeping and Audit Manager in renowned auditing companies. I have more than 10 years of experience. I can use the following Softwares:- ► QuickBooks (Online & Desktop) ► XERO ► Kashflow ► ZOHO Books ► Odoo ERP ► Oracle EBS ► Wave Accounting ► Tally ERP ​I strive to provide my clients with the best outcome possible, giving my best on every task Expert in following tasks:- ► E-Commerce Platforms (Amazon, Ebay) bookkeeping and management ► Invoicing & Billing. ► Bank, PayPal & Credit Card Reconciliation. ► Managing Chart of Accounts. ► Weekly, Monthly Reporting. ► Monthly Sales Tax preparing. ► Payroll recording & Quarterly/Yearly Reconciliation. ► Making estimate. ► Set-up New Company Accounts. ► Financial Report Analysis. ► Converting from One Software to Another. ► Other Task - required for Clients ► Business Process Engineering ► Business Analyst for Softwares ► QA Testing of Accounting/Finance/Project Management Softwares Freelance Accountant worked with over more than 300 companies from various countries around the world including UK, USA, CANADA & Middle East.

I am a seasoned financial modeler and accountant with a focus on preparing financial reports and valuations for B2B companies preparing for mergers. My expertise in financial modeling includes analyzing existing books, performing corporate finance valuations, creating scenario and sensitivity simulations, and advising on growth strategies. I have successfully developed over 250 financial models and 75 business plans with a portfolio valued at over $10 million. My specialties include three statement models, discounted cash flow models, merger models, IPO models, leveraged buyout models, valuation models, project finance models, budgets, forecasts, option pricing models, due diligence reports, and Monte Carlo simulations. In addition to financial modeling, I am also a licensed IRS PTIN holder and authorized to sign tax returns in my capacity. I have extensive experience in tax preparation, including forms 1120, 1120S, 1065, 990, 990-PF, 990-T, 1040, 1040EZ, 1099, W-2, and state taxes. I have also maintained portfolios for clients with monthly turnovers over $50 million, with experience in Xero, QuickBooks, Sage UK and USA, Oracle, Freshbooks, Wave Apps, Oddo ERP, MS Dynamics, and SAP Business One. I am also available for spreadsheet review and can train your team in building robust, flexible, and transparent financial models using FAST (Flexible, Appropriate, Structured, and Transparent) modeling principles. My services include project finance modeling, enterprise reporting model, consultancy, fixing broken models, error checks, and data analysis. Client Testimonials: "Ilyas is a seasoned professional who possess great financial modeling and analysis skills. I enjoyed working with him on two projects for 10 days. He's very courteous, responsive, and cooperative. His exemplary dedication enabled me to complete my projects on time. Thank you, Ilyas :)" "Fantastic consultant who is VERY talented at taking Quickbooks information and formatting it into a marketing-focused P&L. We hired Ilyas for a small project, and it grew into creating all financial documentation for our data room for PE firms and investors. He is incredibly talented, and I highly recommend him. Also, he is a CPA, so he truly understands financials." "I hired Ilyas to help me produce a 5-year financial business plan for a TV and media production company. He was available immediately on call and extremely responsive. He understood what was needed without needing too much information from me. He turned it around in three days and did a handover debrief of all his projections and models." "I would highly recommend him and look forward to working with him again." "It was great working with Ilyas, he seems like a great person. From the first moment, he was very helpful, always willing to teach and help me using the work he was doing for me. Always available. I would completely recommend him." Don't hesitate to reach out if you're in need of a trusted financial modeling and accounting professional. I look forward to working with you! Best regards, Ilyas Anis

If you are an entrepreneur trying to raise capital or an investor seeking investment opportunities, my Forbes-featured fundraising and investment shop will help. Quick facts: 🏆 $1B+ Raised (Sequoia, Khosla...) for 300+ Startups (incl. UNICORNS) 🏆 Assisted 100+ Investors (Tier1, $10B+ AUM) with $900M+ NAV Deals in 18 Industries 🏆 Top 1% on Upwork Worldwide (Among Best 27 out of Millions) / Recognized by Forbes, Bloomberg... 🏆 8+ Years of VC and IB Experience / CFA & MBA / 100% Customer Satisfaction Score (CSAT) The Benefits of My Services for Entrepreneurs: 🎯3x Raised Capital | 🎯2x Faster Round Closure | 🎯80% Less Fundraising Costs My Solutions for Startups: ✅ Wall Street-level Pitch Decks, Business Plans, and Teasers ✅ Advanced Financial and Valuation Models ✅ In-depth Market Research and Competitive Analysis ✅ Investor Sourcing (Pitchbook Data) ✅ Fundraising Campaign Management (including Equity Crowdfunding) The Benefits of My Services for Investors: 🎯3x Deal Flow, 🎯0.4X Due Diligence Costs, 🎯2x Faster TAT on Startup Assessment Reports My Solutions for Investors: ✅ Mergers and acquisition - M&A (including LBO) Advisory ✅ Venture Capital Due Diligence ✅ Financial Modeling & Valuation of deals ✅ Term Sheet Editing and Analysis ✅ Deal Sourcing I also provide fractional CFO services to startups and SMEs that need financial guidance. My CFO Solutions Include: ✅ Financial Analysis and Reporting (FA&R) ✅ Cash Flow Management ✅ Budgeting and Forecasting ✅ Strategic Planning and Risk Management ✅ Accounting and Bookkeeping 💎 I provide Wall Street-grade services trusted by hundreds of entrepreneurs and investors, all at a fraction of the cost. My clients leave me EXCLUSIVELY POSITIVE feedback: 🏆"Absolutely amazing experience working with Giorgi and his team of experts. We are certainly going to continue working with them on an ongoing basis, and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations." - FinTech Founder, raised $11.2M in 8 weeks from Silicon Valley VCs 🏆"Investment Ark is comprised of true investment professionals; their reports excel in the depth of research and cohesiveness; highly recommended!" - Managing Partner at NYC-based VC firm, $210M AUM 🏆"Having been through over a year of speaking to M&A Brokers, VC Firms, and other individuals who are all "experts," Giorgi stands apart from the rest by a mile." - AI SaaS CEO, raised $35M Series B - CURRENT UNICORN 🏆"Giorgi did it great! Very strong technically and excellent in communication. Could not recommend him more" - VC Investor, $10B AUM 📝 NEXT STEP: Please message me to discuss how I can help you as a business owner or investor. ___________________________________________________________________________________________ My story: My financial analysis and industry research expertise was honed at Galt&Taggart, the region's largest investment bank and a subsidiary of London-Stock-Exchange listed BOG. After becoming a senior research analyst, I published numerous market analysis reports and perfected my investment analysis skills across various asset classes (including Private Equity/PE). Working on multiple business plans and confidential information memorandums (CIM) also gave me a deep knowledge of creating compelling data room/investment package materials. My skills were further advanced during my tenure at San Francisco-based venture capital firm Mission One Capital, where I served as a senior financial analyst and gained valuable insights into the VC capital raising process. I also mastered pitch deck preparation and investor pitch coaching skills. Scanning numerous deals daily allowed me to internalize the principles of conducting successful investor sourcing and investor outreach activities. I reverse-engineered startup fundraising and investor research process and gained invaluable due diligence skills. Equipped with a 360 view from every seat at the boardroom table, I united fundraising and investing experts - creating a one-stop shop that has helped over 400 businesses and investors worldwide. Each team member specializes in critical aspects of successful consulting experience - business plan writing, financial modeling & cap table crafting, PowerPoint presentation design, investment strategy & evaluation, tokenomics, competitive analysis, valuation modeling, exit strategy planning, and other services. Additional Stats: ✅ CFA (All three levels above 90th percentile, Charterholder) ✅ ACCA - F1, F2, F3, F4, F5, F6, F7, and F9 ✅ Management Accounting-CIMA 1-7 levels ✅ Among Top 27 Freelancers (out of 1.2Million+) Globally on Upwork in Fundraising and Investing (as well as in CFA, PE, VC, Pitch Decks...) Industry Expertise: ✅ FinTech / SaaS ✅ Blockchain / Crypto ✅ Cybersecurity ✅ Oil and Gas / Solar ✅ E-Commerce ✅ Healthcare / BioTech ✅ Real Estate ✅ Consumer / CPG / Manufacturing ✅ EdTech Please, feel free to reach out with any questions.

Do you ever wonder where your money goes each month? I can help you. I love numbers, budgeting, and balancing books! I've been a YNAB user since 2009 and now enjoy using it to help people improve their finances as a YNAB Certified Budgeting Coach. Have you been a Mint user? Many were shocked to hear that starting in 2024, Mint will no longer be an available budgeting tool option. Credit Karma does not offer the ability to set monthly or category budgets. YNAB does. I can help you learn how to navigate YNAB yourself, or I can get it set up and maintain it for you. Maybe you're not ready to go all-in with YNAB just yet... I get it. Maybe you just want more of an audit of the last three months of your spending. Without judgment on your transactions, I can tell you how much was spent in basic categories to better understand how to come up with some budget numbers going forward. Let's schedule a free 15-minute Zoom chat to discuss how I can help with your budget. A bit about me: I worked in Accounting starting in 1999 and went on to get my degree in Accounting, but I found that setting up budgets and bookkeeping is my favorite part of working with finances. I enjoy working with individuals and families to make sense of their numbers and provide clarity. I have tried many different budget apps over the years, but my preference is YNAB for various reasons.

Accomplished professional offering comprehensive consulting services for Financial Forecasting Model’s, Commercial Loan underwriting and advice, Credit Applications, Credit Policy, and Financial Statement Analysis (using UCA method). Also services for Corporate Accounts Receivable Departments, A/R Policy & Procedures, functionality, best practices, client credit approval & limits, understanding the credit risk within the portfolio, reviewing clients with high concentrations of A/R, monthly reporting, bad debt reserve analysis, and the caliber of talent within the department.

Investor-Ready Business Plans/Financial Models/Pitch Decks/Cap Tables As a corporate CFO, Wall Street banker, Director of Equity Research and senior commercial bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. I know what a serious professional or angel investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will seriously consider providing you with the money you need to build your business. In close collaboration with you I will create any of these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well thought out business model were present.") I will build your customized Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own unique forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Microsoft Office applications, please let me know. I do not create Google documents, though I am happy to use them as sources of information.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 18 - 20 work hours (add 10% - 25% for multiple products or services, multiple target customer groups, various complexities, etc.). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires an additional 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish or once your payment method is verified by Upwork, whichever is sooner. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $89 /hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (10 business days or less): 50%, 48-hour Rush Projects: 100% premium. I do not typically work on a fixed price basis for these documents for start-ups due to the uncertainty in regards to how much work will be required. All of my work time, including all phone or Zoom conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand the details of your business planning. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons Ocala, Florida (USA)

As an accomplished finance professional with over eight years of industry experience, I bring a wealth of expertise and proven results to organizations seeking strategic and operational direction on financial matters. Currently serving as the Manager of Revenue Assurance at WestPoint Home, a prominent subsidiary company of Icahn Enterprises listed at #328 in the Fortune 500, I have consistently delivered profitability improvements, operational transformations, and multimillion-dollar reductions throughout my career. My expertise lies in advanced financial modeling, financial analysis, business plans and projections, bookkeeping, business strategies, budgeting, Internal Audit, and financial transformations. I have hands-on experience with a range of financial software and enterprise resource planning (ERP) systems, including SAP, QuickBooks, Salesforce, Access Dimensions, and other leading accounting tools. As a proud member of the Association of Chartered Certified Accountants (ACCA), a leading global accountancy body present in over 180 countries, I adhere to the highest standards of professionalism and integrity. What sets me apart is my ability to go beyond the numbers and provide analysis that aligns with market trends and your organization's capacity. I prioritize delivering exceptional quality, adding tangible value, fostering effective communication, and consistently meeting or surpassing deadlines. With my comprehensive skill set, industry recognition, and unwavering dedication, I am poised to make a significant impact on your organization's financial success. Let's connect and discuss how I can contribute to your business objectives and drive sustainable growth.

I am a Chartered Accountant and Investment Banker with over 20 years of global experience. • Expertise in Financial Modeling, Corporate finance strategies, Enterprise valuation, Capital Budgeting, • Mergers & Acquisitions advisory • High Expertise with Advanced Excel • MIS, Budgeting & Forecasting, periodic business analysis • In-depth understanding of IFRS, US GAAP, IAS • Experience of working as CFO for strategic growth and compliance management • Structuring debt and equity deals across USA, UK, Middle East, Singapore & India