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I will be your virtual cfo and build a financial growth strategy
Turning Financial Insights Into Smarter Business Decisions and Sustainable Growt
Chartered Accountant with over 30 years of experience supporting US businesses with year-end financial reporting and strategic planning. I offer financial modeling, 3-statement forecasts, scenario ana...
About this Gig
You make money, but don't know where it goes. You have big growth goals, but no clear roadmap to get there without running out of cash.
I am a Chartered Accountant offering virtual CFO and fractional CFO services to turn chaos into clarity.
How this helps you:
- Smarter Decisions: A written report with profitability insights and custom KPIs to start scaling.
- Plan for Growth: A 12-month budget and cash flow forecast so you know what you can afford to invest.
- Spot Risks Early: I review metrics to find cash flow bottlenecks before they become serious.
- Strategic Partner: A comprehensive financial strategy document with your exact business growth action plan.
How it works: Share your financials; I deliver your budget, forecast, and financial strategy as a clear, written report.
(Note: Not a US CPA; no tax advice or attestation. I provide financial analysis and strategic planning.)
Message me with your biggest financial challenge. Let's build a plan.
Investment stage:
Seed
•
Series A
•
Other
Industry:
Business services & consulting
•
E-Commerce
•
Software
Target country:
Canada
•
United Kingdom
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
Other Accounting Services I Offer
FAQ
Is this a one-time project or a monthly retainer?
This gig is for a one-time written financial strategy and report. If you require ongoing fractional CFO support after this project, message me for a custom monthly retainer.
How does this work if we don't have a meeting?
Dm to schedule.
Can you help me figure out if I can afford to hire or scale?
Yes. The Standard and Premium packages include detailed cash flow forecasting and profitability insights so we can see exactly if your numbers support growth.
Are you a US CPA? Do you file taxes?
No. I am a Chartered Accountant. I provide virtual CFO services, financial analysis, and strategy. I do not provide US tax filing, tax advice, or attestation services.
