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I will be your cfo for financial statements and projections
QBO and Xero Expert : Cloud Accounting, Automation and Virtual CFO
Hi, I am a Certified QuickBooks Platinum ProAdvisor and Xero-certified accountant with 10+ years of experience and hands-on expertise across 15+ accounting and finance software. I specialize in QBO/Xe...
About this Gig
As your Virtual CFO, I review your financial statements and build the forecasts, KPI summaries, and advisory decks you need to raise capital, secure a loan, or plan your next move with confidence.
Services I Provide
- Financial statement review
- Year-over-year trend and financial ratio analysis
- Budget vs. actual variance analysis
- Custom KPI summary and dashboard
- Financial projections and scenario modeling (best/base/worst case)
- Break-even analysis and cash runway forecasting
- Funding requirement forecasts for raises or loan applications
- Cost optimization and profitability recommendations
- Methodology report explaining forecast assumptions
- Presentation deck for investors, lenders, or leadership
- Model visualization with charts and trend graphs
What I bring:
- Certified in Financial Modeling and Forecasting Financial Statements
- 10+ years in accounting, taxation, and financial analysis
- QBO Platinum ProAdvisor & Xero certified
Message me with your current financials and what decision you're working toward a raise, a loan, or a growth plan and I'll recommend the right package.
Visualization tools:
Microsoft Excel
•
Power BI
•
Python
Service type:
Budget Vs. actual analysis
Industry:
E-Commerce
•
Fashion & apparel
•
Food & beverage
Target country:
United Kingdom
•
United States
•
Worldwide
My Portfolio
FAQ
Do you need access to my accounting software?
No. I don't need software access. You can securely share your financial statements or reports, and I'll work directly from those.
Can you work with messy or incomplete books?
Yes — bookkeeping cleanup is part of my core service. If your books need reconciliation first, I'll flag that before we start projections.
Do you offer ongoing monthly CFO support, or is this one-time?
Both. These packages are project-based. For ongoing monthly Virtual CFO retainer support, message me and I'll send a custom offer.
Is my financial data kept confidential?
Yes. All data is handled securely and used only for your project. I don't retain or share your financials beyond the scope of this gig.
