Browse categories
Explore
Fiverr Pro
English
$
USD
Looks Like This Service Is On Hold
I will provide monthly cfo advisory for your smb
United States
I speak English, Gujarati, Hindi
36 orders completed
CPA fin wiz helping you grow your profit and increase your cash flow
An experienced CPA and CFO advisor with over 15 years of expertise helping businesses manage their cash flow, optimize profits, and create financial strategies for growth.
About this Gig
I will create a customized CFO advisory dashboard tailored to your business, providing key financial insights to help you make strategic decisions. The dashboard will include revenue, profit, and cash flow metrics, KPI tracking, variance analysis, and a summary of financial performance, all in a clear, actionable format.
- Ideal for: Small to medium-sized businesses needing financial clarity.
- Deliverables: A CFO dashboard (Excel or Google Sheets), analysis report, and recommendations for improvement.
- Extras: Monthly updates or ongoing advisory sessions.
Visualization tools:
Microsoft Excel
Service type:
Other
Industry:
Construction
•
Medical & pharmaceutical
•
Travel & tourism
Target country:
Canada
•
United Kingdom
•
United States
FAQ
What type of businesses do you work with?
I specialize in working with small to medium-sized businesses across various industries, including hospitality, retail, and professional services. Whether you’re a startup or an established business, my CFO advisory services can help improve your financial strategy.
What do I need to provide to get started?
To get started, I'll need access to your financial statements (such as income statement, balance sheet, and cash flow statement) and any specific business performance metrics you're currently tracking. Additional details about your business goals will help tailor my advice.
How do your advisory services benefit my business?
My services provide a detailed financial analysis and actionable insights, helping you optimize cash flow, reduce costs, and boost profitability. I’ll also help you develop long-term financial strategies that align with your growth goals.
Do you offer ongoing CFO services or just one-time reports?
I offer both one-time financial analysis and ongoing CFO advisory services. You can choose based on your business needs—whether it's a one-off strategic review or continuous monthly support.
