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Budgeting

Chris Peden

Washington D.C. Metro Area

$150.0/min 4.9 24 $2.5/min

I am a CPA, a Certified Management Accountant, and Certified Financial Manager with over 20 years of experience in all aspects of accounting, tax and finance. I can help you make sense of your financial statements and give you actionable advice to grow your company. I also am an expert in tax planning and can help you set up a plan to pay less in taxes well before your taxes are due.

Norman Hamilton

Houston, TX

$300.0/min 5.0 1 $5/min

Founder of Comfy Living Arrangements. Degree in Computer Science @ NJIT. Former Technology Consultant @ Accenture.

Dikran Yapoujian

Columbia, SC

$600.0/min 5.0 0 $10/min

Dikran has spent his entire career in strategic and financial planning & analysis for organizations large and small in the for-profit and not-for-profit spaces. In 2018, he started helping companies craft and refine their Objectives and Key Results (OKRs) as a certified OKRs coach, as part of the OKRs.com team with Ben Lamorte, co-author of Objectives and Key Results: Driving Focus, Alignment, and Engagement with OKRs.

Kristi Gorski

Chicago, IL

$60.0/min 5.0 1 $1/min

Founder of 522envy.com, a young contemporary online boutique based in Chicago. Small business blogger at KristiMeansBusiness.com. Passionate about supporting mom-and-pop businesses and new entrepreneurs. Nerdy about retail, e-commerce, and social media. Got questions about opening up your own boutique? Let's chat!

Tim Heineccius

Bonn, Germany

$120.0/min 5.0 2 $2/min

Do you feel like crunching numbers in excel takes too much of your valuable time? Are you flooded by information and need a visual dashboard with the most important KPIs? Are you sick of doing repetitive excel tasks over and over again? Maybe you have a lot of information and need to organize and structure it, but you don't know where to start. Or you are doing the same clicks and routines in excel and want to gain some spare time by automating most of your work. With my advisory services, you can start concentrating and spending your valuable time on the big picture. If you are looking for advice for: - automating your excel file so you can focus on the core of your business - the creation of formulas that do exactly calculate and find the information that you need out of a large dataset. - Pricing analysis and sales controlling to position your products in the best spot possible - Business plans to discuss with potential partners/investors for your business or product - Budgets and Forecasting to estimate future revenues / costs of your product or company Then I can help you to discuss and create the perfect excel dashboard / automation of tasks that suits your needs and saves your time. If you are still reading this, we are probably a good fit, and we should get to know each other.

Jacob Jackson

41527

$500.0/min 4.5 0 $8.33/min

From over 100k in student loans and a net worth of NEGATIVE $95,000 in Dec of 2018 to no student loans and a near $500,000 net worth as of 2024 Doctor of Physical Therapy. Therapist for the United States Olympic Shooting Team during the India World Cup, 2019. Former head Physical Therapist at Crossroads Regional Hospital and Outpatient clinic for 5 months. I worked at Logan Regional Medical Center for about 2.5 years and paid off over 100k in student loan debt in under 3 years. Currently working in Home Health and a top 10 % income earning according to the bureau of labor and statistics. Interned at Sports Medicine of Atlanta under Dr. Bob DuVall. I am licensed in the state of West Virginia. Trained in dry needling.

Mr. #BuildWealth

Oakland, CA

$300.0/min 4.5 2 $5/min

Director of Disruption | Author | Speaker who works tirelessly to Disrupt Generational Poverty™ for everyone so their kids, kids, kids can live a life of privilege.

Ben Murray

Centennial, CO

$250.0/min 5.0 1 $4.17/min

Corporate finance executive and MBA/CPA with over 20 years of progressive experience in finance and operational management within small technology firms to global multi-billion dollar organizations. Demonstrated ability to link the key metrics between finance and operations that drive corporate transparency and real time fact-based decision making. Strong background in developing financial infrastructures necessary to support organizations and management teams. Check out my free SaaS resources at TheSaaSCFO.com, SaaSin60.com and TheSaaSAcademy.com. Core Qualifications: SaaS Financial Statement Modeling Accounting & Financial Management Mergers & Acquisitions Growth Strategy Development Financial Analysis & Reporting Staff Management & Development Performance Measurement International Operations

Jacinthe Koddo

calgary, ab

$250.0/min 5.0 1 $4.17/min

* Serial entrepreneur with 5 businesses started, 4 failures, and 1 growing success * Advising dozens of founder’s teams on how to utilize financial reporting to further their businesses * 3 startup experiences as an employee * 1 love of personal budgeting using YNAB * 1 Bachelor of Interior Design, the foundation for Jacinthe’s people-centric approach. In her role as a small business CFO, Jacinthe’s expertise (and passion) lie in the health and wellness, design, education, nutrition, and lifestyle spaces. She gravitates towards women-led ventures and organizations that occupy these spaces. Among the clients she’s worked with are a bespoke wedding and engagement jewelry company, a marketing strategy and services agency, an online tarot school and tarot deck publisher.

Nick Herntier

Minneapolis, MN

$60.0/min 5.0 1 $1/min

I've been working in the pizza restaurant industry for 20+ years now. Owned and operated my own store for 15 years. I currently still own and operate it. Bought another location at one point, owned that for about 6 years and sold it. I've handled payroll, POS systems, advertising, food supplier relations, employee management, hiring, terminating, repairs, quality control, budgeting, and a lot more.

Alicia Marken

Los Angeles, ca

$60.0/min 5.0 1 $1/min

Over 5 years experience in financial planning. Seeking to help other manage their budget, maximizing their cash flow and become debt free

Shane Eloe

Council Bluffs, IA

$200.0/min 4.5 2 $3.33/min

CPA in public practice with projects in budgeting, decision support, per-unit analysis, scenario analysis, accounting software, and problem solving. Industry expertise in agriculture from working with farmers and growing up on my family farm.

Amanda Kuda

Austin, TX

$150.0/min 4.0 1 $2.5/min

Former trainer & business mentor at Inc500 consultancy > Business Strategy, Financial Literacy, Employee Engagement, Open-Book Management. Career & Business Coach. Marketing, branding & content addict. Writer, public speaker.

Sir Jerry Pradier

Aspen, Colorado Area

$120.0/min 3.0 12 $2/min

Successful serial entrepreneur, business author and coach. Special qualifications include Baldrige National Quality Award examiner (three years) and coach (25+ years), certified master life coach, NLP Master practitioner, and certified advanced hypnotist. Specializing in business startups, reorganization, strategic planning, and sales training. Personal productivity and executive coaching using telephone and Skype. See bio at http://icainfo.org/jerry.

Nihal Essiz

Jakarta, Indonesia

$100.0/min N/A 0 $1.67/min

Dynamic hospitality leader with 17+ years of global experience spanning luxury, mid-market, and resort hotels across the UAE, Maldives, Thailand, and Indonesia. Proven expertise in hotel management, revenue optimization, team leadership, and delivering exceptional guest experiences. CLUSTER DIRECTOR OF REVENUE MANAGEMENT Westin Jakarta & JW Marriott Medan | Jakarta, Indonesia | 2024 Jul - Continue -Managed operations and revenue strategies for two luxury properties, Westin and JW Marriott, optimizing resources to enhance service standards and profitability. -Collaborated with cross-functional teams to align operations with market demand, achieving a 20% increase in occupancy and RevPAR growth

Edyta Dolecka

London

$60.0/min N/A 0 $1/min

With more than a decade of experience in managing high-intensity client relationships, optimising operational efficiencies, and offering executive-level support, I help businesses with practical insights to streamline processes and maximise customer satisfaction. I’ve taken on and completed numerous multi-million dollar projects, optimised workflows, and successfully steered high-stakes negotiations. Need advice on account management, operational strategies, or executive support? I’m here to help you turn challenges into opportunities for growth.

Garfield Goulbourne

Kingston, Jamaica

$60.0/min N/A 0 $1/min

Business & Financial Consultant Financial Literacy Expert Public Speaking & Presenter

Connor Habecker

Tampa

$60.0/min N/A 0 $1/min

Let's get your income up and expenses down. I did it, you can too.

Breanna English

London UK

$100.0/min N/A 0 $1.67/min

Social media addict. Would love to help others as I am very empathetic and have been through many experiences and challenges and would love to help people out with similar situations.

Isabella Mackenzie Lobo

Orlando, Florida

$100.0/min N/A 0 $1.67/min

Multiple entrepreneur, student, love to listen and give advice. Also, cosmetology guru!

Tiffany Dowridge

Trinidad and Tobago

$120.0/min N/A 0 $2/min

Founder and CEO - Exclusive Sparkles Cleaning Services Private MathematicsTutor, Private Physics Tutor Secondary School Teacher

CA MOHIT GARG

India

$100.0/min N/A 0 $1.67/min

**Mohit Garg** **Chartered Accountant | Virtual CFO | Compliance Strategist** 📍 **Expertise:** Corporate Finance, Taxation, Compliance, Risk Management **About Me:** A Chartered Accountant (CA) with a strong background in corporate finance, taxation, auditing, and regulatory compliance. With additional qualifications in Law (LLB) and Commerce (B.Com), I specialize in financial strategy, governance, and business growth solutions. **Key Roles & Experience:** ✔ **Virtual CFO** – Providing strategic financial planning, budgeting, and risk management. ✔ **Founder, Garg M and Associates** – Specializing in tax compliance, audits, and corporate finance consulting. ✔ **Head of Finance (Assignment Basis), Ramsons Stainless, Hisar** – Leading financial strategy and operational efficiency. ✔ **Fixed Assets Auditor, Crystal Crop Pvt. Ltd.** – Ensured financial accuracy and compliance. **Core Competencies:** ✅ Corporate Governance & Regulatory Compliance ✅ Financial Audits & Assurance ✅ Direct & Indirect Taxation ✅ Strategic Financial Management ✅ Risk Assessment & Internal Controls 📞 **Contact:** +91 9812036250 📧 **Email:** Auditgma09@gmail.com

Diego Molina

Guadalajara, Jalisco, México

$120.0/min N/A 0 $2/min

Entertainment Business Group (ebsgroup.mx) LATAM Leader in Products & Services for massive Events – Country Manager (2024–Present) ➢ Managed a team of 32 collaborators, Implementing processes, OKR´ s, and tech. ➢ Successful Delivery of 65 projects on time and within budget, representing 50% growth YoY. ➢ Reduction of 6% operational costs by Streamlined quarterly operations and freight strategy. ➢ Achieved 100% revenue growth 2024-2023 by Developing commercial and customer success strategies. ➢ Resolved customer needs effectively for cutting-edge companies – OCESA, F1, ZIGNIA, APODACA. Supplant (supplant.me) Global leader in tech agriculture (IoT + AI) – Senior Business Development Manager (2021–2023) ➢ Led a 6 collaborators product team for SaaS development and GTM Strategy. ➢ Supported a 2 collaborators marketing team in organizing a successful product launch. ➢ Resolved 300 early adopters training and tracking of findings & tech applications. ➢ Acquisition of 15,000 hectares in México: Ahern Seeds & FIRA – Including Post-Sales, Implementation & CX. ➢ Negotiation of 400,000 hectares for cutting-edge global companies – GRUMA, GEMSO, DANONE, PEPSICO, BBVA. Ticketmaster (ticketmaster.com.mx) Global leader e-ticketing for events – General Manager (2014–2021) ➢ Managed a team of 30 to deliver projects on time and within budget. ➢ Negotiation of + 100 new commitments and renewals within 7 years. ➢ Sustained a 90% result in yearly collaborators satisfaction survey. ➢ Sustained 90% in the annual customer service survey within 2015 - 2021. ➢ Achieved 30% average growth in new commitments within 2014 - 2021. ➢ Achieved 40% sales growth within 2015 to 2020 – Maintaining HQ YoY. Google (google.com) Global leader in Internet and Information Technology – Project Manager (2013-2013) ➢ Launched new regions (Jalisco & Guanajuato), crafting business models, commercial strategies, and go-to-market plans – Achieving 95% of project objectives in terms of volume and quality. ➢Managed a stellar team of 60 collaborators – Improved employee churn rate maintaining less than 10%. SMART (smartpallets.com.mx) Top companies in Mexico Pallet Pooling – Sales Manager (2010–2012) ➢ Accountable of Sales – from order placement and pallet loading in warehouse to product delivery at client’s site. ➢ Accountable of Customer Experience – ensuring on-time delivery, covering expected quality with zero rejections policy. ➢ Accountable of Post Sales – building strong relationships with clients with the objective of growth pooling volume. Academic Background & Software (ERP–CRM). Bachelor 's degree in Marketing and Business – Universidad Autónoma de Guadalajara 2005-2009. Business Administration – Instituto Tecnológico de Estudios Superiores de Occidente 2017. Personal Data Protection – Universidad Panamericana 2019. ERP Aspel, Odoo – CRM Microsoft Teams, TM1, Salesforce, RD Station, Pipedrive, Google Analytics. Languages – Business English - Fluent., Spanish - Native.

Jill Duffy

British Columbia, Canada

$100.0/min N/A 0 $1.67/min

Youth counsellor for five years, Financial advisor for ten years. Throughout my life I've loved helping others. From parenting trials and tributes to youth and finally finance. Expert at budgeting with an extensive knowledge in life insurance and group benefits.

Lupe Camacho

Portland, OR

$100.0/min N/A 0 $1.67/min

Subject matter expert in web accessibility. Also me: YNAB user for 10+ years, passionate about software that empowers people.

Ayush Khandelia

India

$600.0/min N/A 0 $10/min

I'm an industry expert specialising in finance, strategy, and supply chain management within the FMCG, personal care, and cosmetics sectors. His background highlights successful commercial retail partnerships and strategic implementations, along with extensive knowledge in end-to-end finance and taxation. His proficiency extends to legal matters and demand planning.

Ayman Abdellatef

Houston

$60.0/min N/A 0 $1/min

Finance & business Expert | CMA, CFA Level II, CPF | Lean Six Sigma Green Belt | MBA Candidate* Professional Summary: Dynamic finance professional with over 16 years of experience in accounting, financial planning & analysis (FP&A), and operational planning. Certified Management Accountant (CMA) and Certified Professional Forecaster (CPF) with successful completion of two levels of the CFA Program. Currently enhancing my expertise with an MBA at Rice University. I specialize in strategic business management, accounting , financial planning and analysis, and corporate finance. Experience: - FP&A and Accounting Expertise: Comprehensive background in financial modeling, budgeting, forecasting, and variance analysis across diverse industries. Proven track record in enhancing financial operations and business performance. - Educational Background: In-depth knowledge of finance principles, bolstered by ongoing MBA studies. Proficient in tutoring finance courses, with a focus on real-world applications. - YouTube Channel Host: Creator of a popular channel dedicated to FP&A insights, aiming to establish a strong personal brand in the finance sector. - Career Aspirations: Transitioning towards investment management, investment banking, and consulting, with a keen interest in offering strategic financial advice to businesses in the USA. Services Offered: - Strategic Financial Planning and Analysis - Corporate Finance Advisory - Business Strategy and Operational Planning - Educational Tutoring in Finance Location: Houston, Texas, USA Languages: Fluent in English and Arabic

Miguel Avila

Ciudad de México

$500.0/min N/A 0 $8.33/min

Más de 20 años de experiencia en modelos de negocio, proyectos de inversión y mercados financieros. Experto en planes de negocio, medición de rentabilidad y formulación de proyectos.

Dorian Salas

Reedley

$100.0/min N/A 0 $1.67/min

Be still. Be still. Think quick on your feet and don’t cry over spilled milk. Take it on the chin You still have free will

Ashley Speed

North Liberty, IA

$100.0/min N/A 0 $1.67/min

More than 15 years of experience in office management, bookkeeping, accounting, payroll, and finance.

Joseph Adams

San Juan Bautista

$120.0/min N/A 0 $2/min

Owner and founder of Joe Adams Cabinetry. Self-employed since 2015. Skilled in construction, jobsite management, employee relations, reading and interpreting blueprints. Experienced in budgeting and creating quotes.

Paolo Vincenzo Muci

Frankfurt, Germany

$100.0/min N/A 0 $1.67/min

Financial Expert with 25 years experience in financial analysis, corporate finance, budgeting & forecasting, merger & acquisition, cost reduction and & profit maximization, start-ups, risk management. Proven track record of optimizing financial performance, enhancing Cashflow management, and implementing data-driven financial solutions to drive business growth.

Jason Nairn

Chicago, IL

$150.0/min N/A 0 $2.5/min

Finance and Accounting leader with a proven history of directing teams to achieve objectives, improve performance and establish process improvements to drive greater efficiency and effectiveness. Senior level executive in finance, marketing and sales reporting. Experienced in all aspects of financial planning & analysis, budget creation, forecasting, variance analysis, quota & commission administration and sales channel support, including store location decision making and staffing implications. Adept in leading reporting professionals sourcing information from data warehouse using SQL and other reporting processes.

Kobi Boaron

Israel

$120.0/min N/A 0 $2/min

Founder of BI-Kingdom.com . Financial analyst and Business Intelligence (BI) analyst for many projects and businesses.

Srdan Cukovic

Podgorica (Montenegro)

$60.0/min N/A 0 $1/min

Account Manager, Business Development, B2B Sales, Banking Industry, Client Relationship Management (CRM), Sales, Proposals, Cross-Selling & Upselling, Market Research, Financial Analysi, Digital Banking, ATMs Management, Corporate Banking, Payment Operations, Product Implementation, Risk Assessment, P&L Reporting, Due Diligence, Financial Forecasting.

Farooq Ahmad

Lahore

$60.0/min N/A 0 $1/min

20 years of Finance, Accounts, and Treasury management experience in Construction, Fashion, and Hospitality industry in Dubai, Oman and Saudi Arabia. Qualification/Certification: Master of Business Administration MBA from Hajvery University. 1996 Graduation: Bachelor of Commerce B.Com from The University of Punjab 1992 — Certified Public Accountant (CPA), Institute of Certified Public Accountants of Pakistan, 2010 — Association of Chartered Certified Accountants (ACCA), U.K (Professional Finalist) — Association of Certified Fraud Examiners (CFE), Austin, USA, 2005 — Certified Management Accountant (CMA), ICMA, Australia, 2005 — Member Institute of Public Accountant (MIPA), Australia, 2005 — Member South African Institute of Public Accountant (SAIPA), 2006 — License from IBM – Data Science - 2023 — EF SET English Certificate C2 Proficient - 2023 — Google Data Analytics Professional Certificate - 2023 CORE COMPETENCIES Expert in: Financial Management • Risk Management • Accounting • Treasury Operations, Commercial Finance, Capital Expenditure, KPI implementation, SOP development • Auditing • Relationship Building • Business Development • Strategic Planning • Budgeting & Cost Reduction • Cash Flow Management • Banking, Project Planning, Stakeholder Engagement • Investment Portfolio Management • Internal Controls • Forecasting • Negotiation • Financial Modeling • Corporate Governance • Process Improvement • Data Analysis • Financial Reporting & Analysis • CRM management ACCOMPLISHMENT: Achieved a 10% overhead reduction through strategic negotiations with suppliers. Achieved remarkable reduction in finance cost by borrowing from a wholesale bank at EIBOR + 1% Supervised 10 Accounts and a Financial analyst team. Negotiated revolving credit lines like SBLC to minimize bank charges.

Sophia Ammon

Germany

$350.0/min N/A 0 $5.83/min

German financial mentor. With 7 years of experience. I help women to manage their money better. For a secure future, a better quality of life and without crappy products from banks or insurance companies. Because finances are simple. Instagram: moneystarterakademie Facebook: Money Starter Akademie

Jason Charet

Chicago

$60.0/min N/A 0 $1/min

Controller (w/CPA) and I have 20 plus years experience including 10 years of nonprofit experience. Experience with Quickbooks and Sage Intacct.

Valerie Burrows

Washington, DC

$100.0/min N/A 0 $1.67/min

French American entrepreneur founder of Take2decorating, and VivSpaces, developed on-line courses.

mihnea bortariu

guernsey, uk

$60.0/min N/A 0 $1/min

in the past 10 years i have helped the company that i work for to successfully set up a fine dining restaurant, a gastro pub, a hotel and a wine bar on the island of Guernsey, UK. duties went from budgeting to training programs, menu creation, products selection, etc.

Ronshekia Brown Lindsay

Fort laudeedale

$60.0/min N/A 0 $1/min

Avid writer and published author for over 10 years Knowledge in writing, proofreading, editing and publishing Skilled and experienced in dance, parenting, and budgeting

Phelela Marwarwa

South Africa

$100.0/min N/A 0 $1.67/min

South African entrepreneur, digital marketer and financial advisor. I have an experience in fashion and retail industry, also in civil engineering budgeting and finance department. I have a SETA approved certificate in civil engineering. Computer literate with 2 years office administration

Stephanie Regina

Boston, MA

$120.0/min N/A 0 $2/min

Certified Quickbooks ProAdvisor, NACPB Member, 7 years as a Financial and Managing director in Film & Theater Production, as well as a freelance bookkeeper for a multitude of companies from Doctor's offices to Marketing Firms. My goal is to help individuals identify their strengths and where they can delegate the financial aspect to online programs, tools & systems that will allow your unique business to thrive so you can move forward with confidence and ease. Our sessions will empower your to get clear about your goals, help you create space in your schedule so you can focus more freely on what you do best, and identify financial decisions that are aligned with the life or business you hope to create.

Walter Drumm

Mont Alto, PA

$60.0/min N/A 0 $1/min

Benjamin Drumm, United States Army Veteran 2010-2015. Former Government Contractor and analyst. Expert on every day budgeting to build finances and save money for the average person. Very passionate on improving every day lives of people for a happier tomorrow. Aspiring Entrepreneur, nerd and firm believer of living an abundant and simple life.

James Lubin

Fort Lauderdale

$100.0/min N/A 0 $1.67/min

American entrepreneur, Day trader and I am passionate about helping others.

Nic Bash

los angeles, CA

$250.0/min N/A 0 $4.17/min

2X Venture backed startup founder ($2M+ raised), with experience growing and scaling to profit 0-$3M+. Specialize growth and sales, strategy, P&L, forecasting, fundraising, team management and more! Give me a ring and let's chat. Best to be organized with clear specific questions ahead of the call, ready to take notes, and be ready to take action. My goals are to make sure this isn't a waste of time for you or me, and that great constructive actionable conversations are enabled! In Good Company - www.eatigc.com HoneyFlower Foods - www.honeyflowerfoods.com Allplants - www.allplants.com

Harneit Kaur

India

$100.0/min N/A 0 $1.67/min

Corporate experience of 8+ years in MNC under various financial domains like Credit Research, Financial analysis and planning, Financial projections, Data analysis, Reporting, and Project manager. have hands-on experience in providing financial assistance and advice on personal finance, funding, how to turn any organization profitable, strategy implementation, maximizing revenue and reduce cost, portfolio diversification.

Natalie Graham

Tucson, AZ

$100.0/min N/A 0 $1.67/min

Financial coach and Certified Financial Education Instructor. Founder of Go From Broke.

Nicolette Lathan

Mill Spring, NC

$100.0/min N/A 0 $1.67/min

Global financial services expert with extensive knowledge in SaaS start-ups, lending, and non-profits. Heavy experience in software industries, being both publicly traded and private equity backed.

Dante Layton

Atlanta, Georgia

$60.0/min N/A 0 $1/min

A proficient automation expert with a passion for finance, I apply Artificial Intelligence to streamline startup bookkeeping processes. My work has revolutionized financial management, freeing businesses to focus on growth while ensuring accuracy and compliance. Let's harness the power of AI to transform your financial operations.