I will we will be a fractional cfo for your business
What's your story in one line?
About this Gig
We are a team of seasoned business analysts passionate about organizing big data into simple and actionable formats.
We will help you create, extend and maintain an efficient business at a fraction of the cost of hiring a full-time CFO!
AnalyticSherpa can help you visualize your data to manage your business, uncover opportunities, identify trends, and model and forecast solutions.
See more at AnalyticSherpa.com
Why call us?
- You cant find the time to organize your data and finances
- You need a cost-effective solution with experience and expertise to manage your finance department
- You need well-organized information to help you make decisions
- You want to be organized for tax time
- You need a budget, a forecast, or a dashboard
We are a small firm specializing in catering to our client's needs - not forcing a cookie-cutter solution on them.
Currently, we work with a diverse range of small businesses across various industries such as e-commerce, construction, medical, financial copywriters, and trucking. Our services are tailored to meet your specific needs, ensuring increased productivity for your business.
If you require any references, we would be more than happy to provide them
Investment stage:
Other
Industry:
Other
Target country:
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.
FAQ
How do we meet?
We will set up a 30-minute screen share (Zoom/ google meets, etc) at an agreed-upon time.
What do I get for my 20 bucks?
We will discuss: - a 12 month forecast (in excel or sheets) base on your historical P&L -the financial state of your business (or if you are not sure what it is - we can discuss how to get there) - your financial structure or processes or lack there of -KPI's
Is this a formal pitch?
Not at all - our first discussion - will be mainly us asking questions about your business and trying to get our first impression of your opportunities or potential issues.
Why would we talk to you.
We have years of experience in the financial corporate world - including high-end mortgage companies, Wells Fargo, TD Bank, and other world-class organizations. We have been taking the best practices that we have used and developed over the last 20+ years and have helped 100's of small businesses.
5 reviews for this Gig
| (5) | ||
| (0) | ||
| (0) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
M marjoryllc1

United Kingdom
Dave is so excellent. a polymath, knowledgeable in so many areas of business and investment. I can't wait to keep working with him
$50-$100
Price
3 days
Duration
Helpful?I 
ilia_bitskout

Spain
Amazing expert, highly recommended!
Up to $50
Price
9 days
Duration
Helpful?B bkofsman

United States
Thank you!
Up to $50
Price
7 days
Duration
Helpful?R 
ranmarchai

United States
Thank you; I’m looking forward to working on that template/list with you.
Up to $50
Price
2 days
Duration
Helpful?D 
david_french

United States
Fast turnaround and very thorough reporting.
Helpful?
5 reviews for this Gig
| (5) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
M marjoryllc1

United Kingdom
Dave is so excellent. a polymath, knowledgeable in so many areas of business and investment. I can't wait to keep working with him
$50-$100
Price
3 days
Duration
Helpful?I 
ilia_bitskout

Spain
Amazing expert, highly recommended!
Up to $50
Price
9 days
Duration
Helpful?B bkofsman

United States
Thank you!
Up to $50
Price
7 days
Duration
Helpful?R 
ranmarchai

United States
Thank you; I’m looking forward to working on that template/list with you.
Up to $50
Price
2 days
Duration
Helpful?D 
david_french

United States
Fast turnaround and very thorough reporting.
Helpful?

