You will get 📊 3 Statement Model | Financial Model | Forecast, DCF , Equity Valuation✅
Top Rated
Project details
✅ Description
I will create a complete 3‑statement financial model:
• Income Statement
• Balance Sheet
• Cash Flow
Used for:
• Forecasting 📈
• Budgeting 📊
• Valuation 💰
• Investment decisions
📌 Terminology:
Product → Segment → Revenue → Pricing
✔ Product = what you sell
✔ Segment = customer type
✔ Revenue = how you earn
✔ Pricing = plan levels
✅ Packages
🔹 Basic – $99
✅ P&L (Income Statement)
✅ Monthly/annual projections 📅
📌 3 yrs | 1–2 products | 1 segment
🔄 1 revision
🔹 Standard – $175
✅ Monthly + annual projections 📅
✅ Full 3 statements
✅ Linked model
📌 5 yrs | 2–4 products | 2 segments
🔄 2 revisions
🔹 Premium – $299
✅ Monthly detailed + annual 📅
✅ 3 statements + DCF 💰
✅ Scenario + dashboard 📊
📌 4–8 products | 3 segments
🔄 3 revisions
📌 Note: Outputs & projections vary by package
I will create a complete 3‑statement financial model:
• Income Statement
• Balance Sheet
• Cash Flow
Used for:
• Forecasting 📈
• Budgeting 📊
• Valuation 💰
• Investment decisions
📌 Terminology:
Product → Segment → Revenue → Pricing
✔ Product = what you sell
✔ Segment = customer type
✔ Revenue = how you earn
✔ Pricing = plan levels
✅ Packages
🔹 Basic – $99
✅ P&L (Income Statement)
✅ Monthly/annual projections 📅
📌 3 yrs | 1–2 products | 1 segment
🔄 1 revision
🔹 Standard – $175
✅ Monthly + annual projections 📅
✅ Full 3 statements
✅ Linked model
📌 5 yrs | 2–4 products | 2 segments
🔄 2 revisions
🔹 Premium – $299
✅ Monthly detailed + annual 📅
✅ 3 statements + DCF 💰
✅ Scenario + dashboard 📊
📌 4–8 products | 3 segments
🔄 3 revisions
📌 Note: Outputs & projections vary by package
Industry
Agriculture, Animals & Pets, Audio Services, Beauty & Cosmetics, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Ecommerce, Education, Energy, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, 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
$99
|
Standard
$175
|
Advanced
$299
|
|---|---|---|---|
| Delivery Time | 3 days | 4 days | 6 days |
Spreadsheet |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50 - $100
252 reviews
(224)
(22)
(2)
(2)
(2)
NR
Noah R.
Sep 12, 2025
Alis approach to our collaborative work project instilled a positive state of being in my life. With the work contracted to perform, Ali’s abilities to concisely express his thought and intentions proved that there would be exceptional and thorough work being done. It’s been a wonderful experience with Ali and Upwork.
11/10! Bravo
11/10! Bravo
DP
Daphne P.
Mar 20, 2025
RM
Rahimah M.
Jan 18, 2025
YL
Yan L.
Nov 5, 2024
Ali is great at what he does. He is very detailed and provides comprehensive feedback and analysis on the project.
AS
Adam S.
Sep 13, 2024
Sheikh is very responsive and compotent. I enjoyed our time working together, and am very satisfied with the project output. Will hire again and would recommend to others.
MM
Matt M.
May 18, 2026
Bookkeeping & Accounting Assistance for Single Member LLC
SK
Sia K.
May 15, 2026
Fractional CFO Analyst
Great experience working with Sheikh. He was highly responsive, professional, and consistently delivered quality work. He handled all assigned tasks exceptionally well and communicated clearly throughout the contract. I had no issues during our collaboration and would gladly work with him again in the future.
SS
Sabbeen S.
Apr 17, 2026
Business Plan & Loan Application Reviewer Needed (BDC Financing)
JK
Jason K.
Dec 18, 2025
bookkeeping chart of accounts
We’ve worked with Ali for over two years, and his performance has consistently exceeded my expectations at every level. He is meticulous, reliable, and brings a deep understanding of bookkeeping that gives real peace of mind—especially when things get complex or time-sensitive.
Ali communicates clearly, stays ahead of issues, and treats the business like it’s his own. His attention to detail, integrity, and follow-through are rare, and his work has been a critical part of keeping our operations organized and on track.
Ali communicates clearly, stays ahead of issues, and treats the business like it’s his own. His attention to detail, integrity, and follow-through are rare, and his work has been a critical part of keeping our operations organized and on track.
NH
Nic H.
Dec 14, 2025
Build Financial Model & Projections for Furniture Products (E-Commerce)
Excellent work with an amazing attention to detail!
About Sheikh
Virtual CFO | Financial Modeling | Forecast | Bookkeeping (QBO, Xero)
100%
Job Success
Karachi, Pakistan - 5:11 pm local time
I bring 23 years of professional corporate finance experience, including 16+ years of dedicated remote consulting for international businesses across the United States, Canada, the United Kingdom, and Australia. My practice focuses on the three core pillars of corporate financial health: keeping your daily books pristine, turning data into predictive growth models, and stepping in as a strategic fractional partner to navigate high-stakes cash flow decisions.
Most traditional accountants look backward. I approach your operations with a forward-looking executive lens—ensuring your day-to-day records tie out seamlessly while structuring your business to scale, raise capital, and maximize profit under your local accounting compliance framework.
💼 Core Financial Services
1. Reliable Recurring Bookkeeping & Ledger Clean-up
👉 Catch-Up & Cleanup: Diagnosing historical accounting errors, resolving messy ledgers, and repairing broken charts of accounts.
👉 Monthly Financial Maintenance: Daily bank, credit card, and high-volume merchant processor reconciliations handled seamlessly inside QBO (QuickBooks Online), Xero, and Wave.
👉 Closing Operations: Timely delivery of accurate, investor-ready monthly and year-end financial statements.
2. Specialized Financial Modeling & Forecasting
👉 Dynamic 3-Statement Architecture: Fully integrated Income Statements, Balance Sheets, and Cash Flow Statements built around actual operational and resource constraints.
👉Scenario Planning: Rigorous Sensitivity Analysis and unit economics modeling for SaaS, e-commerce, and startups prepping for seed or Series A fundraising rounds.
👉 Valuations: Comprehensive FCFF/FCFE valuations and financial feasibility studies.
3. High-End Virtual CFO & Fractional Support
👉 Cash Flow Strategy & Treasury Management: Restructuring working capital, monitoring real-time runway, and building defensive frameworks to protect your liquidity.
👉 KPI Dashboards & Variance Analysis: Setting up corporate performance monitoring hubs to map your actual monthly performance against your targeted budgets.
👉 Investor & Boardroom Advisory: Direct support for private equity placement, capital restructuring, board packs, and high-stakes financial negotiation.
📈 Platform Milestones & Authority
👉 23 Years of Corporate Finance Experience with 16+ years of remote consulting mastery.
👉 150+ Custom Financial Models & Forecasts successfully delivered.
👉 313+ Upwork Projects completed with 17,000+ clean billable hours and a Top Rated Plus status.
👉 Global Entity Experience: Senior compliance and financial structuring expertise serving founders across the US, Canada, UK, Australia, and Pakistan.
Whether you need a trustworthy professional to clean up your books for a steady monthly close, design an investor-ready forecast, or step in as a fractional CFO to guide your next big move, let's get to work. Click the button above to invite me to your job post, and let’s set up a discovery call today.
Steps for completing your project
After purchasing the project, send requirements so Sheikh can start the project.
Delivery time starts when Sheikh receives requirements from you.
Sheikh works on your project following the steps below.
Revisions may occur after the delivery date.
✅ Step 1 — Requirement Validation
• Review inputs • Clarify missing data • Confirm scope & assumptions
✅ Step 2 — Model Structure Planning
I will define: • Model type (startup / 3-statement / SaaS) • Revenue logic • Key drivers