You will get business coaching to maximize operations and taxes.

Kelly M.Status: Offline
Kelly M. Kelly M.
4.7
Top Rated

Let a pro handle the details

Buy Business Consulting services from Kelly, priced and ready to go.
Kelly M.Status: Offline
Kelly M. Kelly M.
4.7
Top Rated

Let a pro handle the details

Buy Business Consulting services from Kelly, priced and ready to go.

Project details

Most of us that start a business have no business or tax experience. BGB is here to guide you to the best tax, operational, and business practices for your specific business needs. Ask us anything if we can't answer on the call we'll get it to you via Upwork messaging and at minimum offer the next steps.
What's included
Service Tiers Starter
$250
Standard
$500
Advanced
$1,000
Delivery Time 1 day 1 day 1 day
Live Consultation (Minutes)
153060
Optional add-ons You can add these on the next page.
Bookkeeping Review (+ 7 Days)
+$1,500
4.7
36 reviews
81% Complete
14% Complete
3% Complete
3% Complete
1% Complete
(0)

AB

Adriano B.
5.00
May 31, 2026
Request for Academic Feedback on a Prototype Finance Governance Framework Library

KD

Kendall D.
5.00
Feb 16, 2026
Fractional Financial Ops at Biotech Co

DR

Daniel R.
5.00
Oct 6, 2025
Business Coaching All around great experience working with Kelly. knowledgeable and thorough.

AK

Amy K.
5.00
Oct 9, 2024
Business Entity Finance Assessment

SS

Shivom S.
5.00
Jul 24, 2024
Looking for feedback on FP&A dashboard product from finance / accounting experts, and/or GTM advice!
Kelly M.Status: Offline

About Kelly

Kelly M.Status: Offline
Master Financial Integrator, Fractional CFO, Accountant, Bookkeeper
100% Job Success
4.7  (36 reviews)
San Diego, United States - 5:16 am local time
A highly regarded & experienced consultant, fractional CFO, accountant, and bookkeeper for entrepreneurial and start-up businesses seeking rock-solid financial processes and reporting. Expert with a deep knowledge of business integration and AI automation resulting from experience in corporate accounting, bookkeeping, financial and operations analysis, auditing, payroll, human resources, and customer service. Effective in creating a positive and productive work environment focused on teamwork and mutual respect. Extremely proficient in developing procedures that reduce excessive spending, fine-tuning cash flow to free up the availability of funds, and capturing tax deductions.

Steps for completing your project

After purchasing the project, send requirements so Kelly can start the project.

Delivery time starts when Kelly receives requirements from you.

Kelly works on your project following the steps below.

Revisions may occur after the delivery date.

Steps

Review Client Discovery List Meet with Client Offer Recommendations Discuss Next Steps

Review the work, release payment, and leave feedback to Kelly.