You will get A Financial Blueprint: Comprehensive Budget Building and Implementation
Top Rated
You will get A Financial Blueprint: Comprehensive Budget Building and Implementation
Basic Budgeting Blueprint
Basic budget creation with an initial consultation, template-based budget setup.
- Delivery Time 5 days
5 days
delivery —
Oct 10, 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Emily gets paid once you are satisfied with the work.
Project details
Leverage the expertise of a certified management accountant for unparalleled financial guidance. My tailor-made budgeting services go beyond mere number-crunching; I synchronize your financial strategy with your business objectives for impactful results.
As a CMA, I adhere to stringent professional standards, offering:
In-Depth Financial Analysis: A meticulous review of your financial data to unearth opportunities for efficiency and growth.
Strategic Budget Planning: A budget aligned with your company's long-term goals, fostering sustainable success.
Comprehensive Reporting: Insightful reports that translate complex financial data into actionable intelligence.
Personalized Tool Integration: Set-up and training for advanced budgeting tools tailored to your business needs.
Professional Support: Ongoing guidance to navigate financial challenges and adapt to changing market conditions.
You'll gain a dedicated financial ally, committed to elevating your business through strategic budget management and informed decision-making.
As a CMA, I adhere to stringent professional standards, offering:
In-Depth Financial Analysis: A meticulous review of your financial data to unearth opportunities for efficiency and growth.
Strategic Budget Planning: A budget aligned with your company's long-term goals, fostering sustainable success.
Comprehensive Reporting: Insightful reports that translate complex financial data into actionable intelligence.
Personalized Tool Integration: Set-up and training for advanced budgeting tools tailored to your business needs.
Professional Support: Ongoing guidance to navigate financial challenges and adapt to changing market conditions.
You'll gain a dedicated financial ally, committed to elevating your business through strategic budget management and informed decision-making.
Industry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingTarget Country
United StatesWhat's included
| Service Tiers |
Starter
$100
|
Standard
$300
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 30 days |
Frequently asked questions
2 reviews
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BR
Benjamin R.
Jul 25, 2024
Proforma Build
Emily was very good to work with - she went out of her way to do more research than asked and was available to talk through the deliverable to ensure everything was understood well.
AH
Amanda H.
Jul 8, 2024
Quick consultation – looking for your insight.
About Emily
Financial Model | CFO | Budgeting 200M+ | CMA | 10+ years
100%
Job Success
Sherwood, United States - 7:46 pm local time
Quick Facts:
🏆 Managed $100M+ in budgets for top-tier healthcare institutions
🏆 Supported the financial growth of several naturopathic and wellness clinics
🏆 Certified Management Accountant (CMA) with 10+ years of experience in healthcare finance
🏆 Proven track record in strategic planning, cash flow management, and financial reporting
🏆 100% Customer Satisfaction Score (CSAT)
The Benefits of My Services for Naturopathic and Wellness Clinics:
🎯3x Improved Financial Clarity | 🎯2x Faster Budgeting and Forecasting | 🎯50% Reduction in Financial Stress
My Solutions for Clinics and Healthcare Practices:
✅ Customized Financial Analysis and Reporting
✅ Cash Flow Management tailored to your clinic's needs
✅ Budgeting and Forecasting with a focus on sustainability and growth
✅ Strategic Planning to navigate the unique challenges of the healthcare industry
✅ Comprehensive Accounting and Bookkeeping services that ensure compliance and accuracy
The Benefits of My Strategic CFO Services:
🎯Optimized Financial Operations | 🎯Enhanced Decision-Making through Real-Time Data | 🎯Long-Term Financial Stability
My CFO Solutions Include:
✅ Advanced Financial Analysis and Reporting (FA&R)
✅ Strategic Cash Flow Management
✅ Detailed Budgeting and Forecasting
✅ Risk Management and Strategic Planning
✅ Full-Service Accounting and Bookkeeping tailored for healthcare
💎 I offer industry-leading financial management services trusted by healthcare providers, all with a focus on delivering value and peace of mind.
Client Testimonials:
🏆"Emily's expertise in financial management transformed our clinic's operations. Her strategic insights allowed us to focus on patient care while she handled the complexities of our finances." - Wellness Clinic Owner
🏆"Her ability to navigate the unique financial challenges of our wellness practice has been invaluable. We couldn't have achieved our growth without her guidance." - Wellness Center Director
🏆"Emily's strategic planning and detailed financial analysis have given us the clarity and confidence to expand our services." - Healthcare Entrepreneur
NEXT STEP: Please message me to discuss how I can help you achieve financial excellence in your clinic or healthcare practice.
My Story:
My journey into financial management began in the high-pressure environment of healthcare, where I honed my skills managing large budgets and navigating complex financial landscapes. After being diagnosed with breast cancer at 28, I gained a profound appreciation for the role of naturopathic and alternative medicine in holistic healing. The care I received fueled my passion to support these clinics, which are often underrepresented in traditional financial services.
I earned my Certified Management Accountant (CMA) certification while working full-time and raising my children, driven by a commitment to excellence and a deep desire to make a difference in the healthcare sector. My experience includes managing over $100M in budgets for a leading academic hospital in Portland, Oregon, and providing strategic financial guidance to several naturopathic and wellness clinics.
Today, I specialize in offering fractional CFO services to naturopathic and healthcare clinics, helping them navigate financial complexities with clarity and confidence. My mission is to empower these vital healthcare providers with the financial tools they need to thrive, ensuring that they can continue to provide the holistic care that has made such a difference in my life and the lives of many others.
Additional Stats:
✅ Certified Management Accountant (CMA)
✅ 10+ Years in Healthcare Finance
✅ Proven Track Record in Strategic Financial Management
✅ Top-Rated on Upwork in Financial Services
Industry Expertise:
✅ Naturopathic Medicine
✅ Wellness Clinics
✅ Healthcare Clinics and Start ups
✅ Integrative Medicine
✅ Holistic Health Services
Please, feel free to reach out with any questions.
Steps for completing your project
After purchasing the project, send requirements so Emily can start the project.
Delivery time starts when Emily receives requirements from you.
Emily works on your project following the steps below.
Revisions may occur after the delivery date.
Client Consultation
Initial meeting to understand the client's goals and requirements. Client receives a clear project outline based on specific requirements.
Data Collection
Request access to financial documents for analysis. Client gets: A structured list of required data for thorough assessment.