You will get virtual CFO services KPI, Budgets, Projections, Cash flow, dashboards etc
Top Rated
Project details
Do you urgently need budgets, KPIs, financial statement/reports, advisory etc?
I am a subject matter expert in corporate finance, accountancy and credit risk with over 19 years' experience in CFO, Accountancy, credit risk and audit roles. I am a Certified Public Accountant (CPA), Certified Corporate Credit Analyst and an MBA Finance graduate. I can undertake all the CFO roles with ease, accuracy, speed and create value to your business. I will be able to engage with team, regulators, contractors, suppliers, customers and prepare invoices, financial summaries, financial statements, analysis of financial statements while bringing out insights that will help drive strategic decision making in the business. I am also able to prepare budgets, KPIs, breakeven analysis, financial and cash flow projections, monitor performance, perform variance analysis on an ongoing basis and advise the company on ways to improve on cash flows, drive performance, improve return on investment and be compliant with different regulatory bodies. I therefore express my keen interest, availability and ability to work with you. I look forward to hearing from you so that I can embark on the job right away.
I am a subject matter expert in corporate finance, accountancy and credit risk with over 19 years' experience in CFO, Accountancy, credit risk and audit roles. I am a Certified Public Accountant (CPA), Certified Corporate Credit Analyst and an MBA Finance graduate. I can undertake all the CFO roles with ease, accuracy, speed and create value to your business. I will be able to engage with team, regulators, contractors, suppliers, customers and prepare invoices, financial summaries, financial statements, analysis of financial statements while bringing out insights that will help drive strategic decision making in the business. I am also able to prepare budgets, KPIs, breakeven analysis, financial and cash flow projections, monitor performance, perform variance analysis on an ongoing basis and advise the company on ways to improve on cash flows, drive performance, improve return on investment and be compliant with different regulatory bodies. I therefore express my keen interest, availability and ability to work with you. I look forward to hearing from you so that I can embark on the job right away.
Industry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Ecommerce, Education, Energy, Engineering, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Government & Public Sector, Hardware & Electronics, Legal, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Writing & PublishingTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$750
|
Standard
$1,500
|
Advanced
$2,500
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 15 days |
Spreadsheet |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$300 - $750
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Emery A.
Mar 3, 2026
Bookkeeper Needed for Law Firm with Escrow Account Expertise
I really enjoyed working with Paul. he's super responsive and eager to help.
MG
Maurice G.
Nov 3, 2025
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AK
Amos K.
Feb 20, 2025
Chief Financial Officer (CFO)
FN
Fredrik N.
Nov 14, 2024
You will get a concise succinct financial analysis with Insights for your your business
Paul is very professional, and the deliverables were above and beyond my expectations. Highly knowledgeable and experienced, also fast and pleasant to work with.
About Paul
Fractional CFO| Financial Controller| Law Firms & IOLTA Expert- 23yrs
100%
Job Success
Nairobi, Kenya - 3:05 pm local time
Do you need a trusted finance partner who can help you improve profitability, strengthen cash flow, build scalable financial systems, and provide strategic insights that support business growth?
If so, you're in the right place.
I am a Certified Public Accountant (CPA) with an MBA in Finance and more than 23 years of experience serving as a Fractional CFO, Financial Controller, Finance Director, FP&A Leader, and Strategic Business Consultant for organizations across the United States.
I specialize in helping business owners turn financial information into practical business decisions that improve performance and profitability.
My Core Services
Fractional CFO & Strategic Finance
• Executive financial leadership
• Financial strategy and business planning
• Board and investor reporting
• Executive decision support
• Business performance improvement
• Profitability analysis
• Working capital optimization
Financial Planning & Analysis (FP&A)
• Budget development and management
• Rolling forecasts
• Integrated financial models (P&L, Balance Sheet & Cash Flow)
• Cash flow forecasting and runway analysis
• Scenario and sensitivity modeling
• Budget vs. Actual variance analysis
• KPI dashboards and executive reporting
Financial Controller Services
• Financial reporting
• Month-end close
• Internal controls
• General ledger oversight
• Accounts payable & receivable management
• Payroll oversight
• Process improvement
• Financial policies and procedures
Law Firm Finance & IOLTA Accounting
• Law firm financial management
• IOLTA and trust accounting
• Three-way trust reconciliations
• Legal billing
• Collections optimization
• Client cost accounting
• Practice profitability analysis
• Clio, MyCase, LawMatics, camplegal, and legal accounting workflows
Business Growth & Operations Consulting
• KPI design and performance management
• Organizational accountability
• Revenue optimization
• Pricing analysis
• Compensation and bonus structures
• Operational efficiency
• Business turnaround and restructuring
• Finance department transformation
Industries Served
• Law Firms
• Healthcare & Medical Practices
• Professional Services
• Technology Companies
• Research Organizations
• Consulting Firms
• Growth-Stage Businesses
Selected Engagements
The Law Offices of Travis Walker, P.A. – Fractional CFO
• Helped drive significant revenue growth within the first year.
• Built a 24-month rolling weekly cash flow forecast and cash runway model.
• Implemented budgeting and variance reporting.
• Improved profitability through financial discipline and operational controls.
• Secured funding and supported banking relationships.
• Designed KPI dashboards and executive reporting.
MRA Law Group – Financial Controller
• Implemented firm-wide KPI scorecards and performance dashboards.
• Improved productivity from approximately 65% to over 90%.
• Strengthened collections and cash flow management.
• Built budgeting and forecasting frameworks.
• Implemented executive reporting and financial controls.
• Managed legal billing, trust accounting, and finance operations.
Giro Law LLC – CFO Consultant
• Delivered strategic financial leadership.
• Improved budgeting, forecasting, profitability analysis, and cash management.
• Developed executive reporting and financial planning frameworks.
Kralizec Law LLC – Bookkeeping & Accounting Consultant
• Managed bookkeeping, reconciliations, financial reporting, and accounting operations.
• Strengthened financial controls and reporting accuracy.
Sentric Legal / Rose Law Firm – Finance & Capital Strategy Lead
• Built investor-grade financial models.
• Developed valuation models and funding strategies.
• Prepared business plans and growth forecasts.
• Supported strategic finance initiatives.
Genesis Orthopedics & Sports Medicine – Finance Manager
• Managed budgeting, reporting, forecasting, operational finance, and revenue analysis.
• Supported executive decision-making in a healthcare environment.
Sidewalk Technologies LLC – Fractional CFO
• Established the company's finance function.
• Introduced rolling cash flow forecasting.
• Developed budgeting, forecasting, and KPI frameworks.
• Improved profitability and operational performance.
• Implemented EOS-based strategic planning and management reporting.
Software & Platforms
QuickBooks Online • Xero • Clio • MyCase • camplegal • LawMatics • ConnectWise PSA • ConnectBooster • Bill com • Google Sheets • Microsoft Excel • Power Query • Microsoft 365 • EOS One • Lucidchart • Mobius
Why Clients Work With Me
✔ CPA with MBA -Finance
✔ 23+ Years of Finance & Accounting Leadership
✔ Fractional CFO, Financial Controller & Finance Director Experience
✔ Top Rated Plus on Upwork
✔ 100% Job Success Score
✔ $300K+ Earned on Upwork
✔ Extensive Experience Supporting Lawfirms
I look forward to discussing how I can support your business
Steps for completing your project
After purchasing the project, send requirements so Paul can start the project.
Delivery time starts when Paul receives requirements from you.
Paul works on your project following the steps below.
Revisions may occur after the delivery date.
Review of the company status and recommendations
Initial review of the company, project etc status and provision of general recommendations
Follow up and execution of the plan plus reports
Implementation and action of the strategic plan with reports and monitoring over time.