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Finance

Marko - WhiteBoard Finance

Cleveland, Ohio

$500.0/min 5.0 90 $8.33/min

Jason Cohen

Austin, Texas Area

$300.0/min 4.9 61 $5/min

Founded four startups, all >$1m revenue, all profitable, sold two, bootstrapped and funded, working on #4 (WP Engine) with 450 employees & hyper-growth in the WordPress Hosting space.

Dr. Sean Wise

Toronto, Canada Area

$300.0/min 5.0 49 $5/min

Over $2B in capital raised for seed stage startups over the last 15 years. I've made 13 seed investments this year alone. I've spent the last 15 years in Venture Capital. 20,000 elevator pitchers heard. 5 seasons with Dragons' Den / 3 seasons with The Naked Entrepreneur. 2014 Mentor of the Year, Startup Canada

Jer Ayles: Trihouse Consulting

Newport Beach, Calif

$350.0/min 5.0 15 $5.83/min

B2C consumer lending. Focused on how to start/improve/value subprime consumer lending businesses. Installment, cash advance, payday, car title... small-dollar, subprime lending. Native American Tribal lending collaborations & introductions. 20+ years in lending money to the Masses. Storefront/Online B2C consumer lending, collateralized & non-collateralized lending, banking, founder, investor, consultant, conduit, and resource. Quoted in the Wall Street Journal, Bloomberg, New York Times... Recognized by "players" in the Alternative Financial Services industry as "the 1st guy to talk to." Founder Trihouse Consulting "How to Loan Money to the Masses! PROFITABLY" https://TheBusinessOfLending.com | 20+ years as a Founder, Advisor, Mentor, and Investor - the quintessential start-up guerrilla. I have the pleasure of working with 100's of the best start-ups every year on everything from ideation, early concept validation, launching, funding, and all areas of operations. I love getting my hands dirty - and leading teams of talented consultants, writers, analysts, and marketers who love a challenge. I've lived all over the World - and started businesses on 3 continents. I'm back in the US - for now. Newport Beach, Calif.

Zac Hartley

Calgary

$120.0/min 5.0 8 $2/min

Canadian Investor, Trader and Entrepreneur focused on Emerging Markets, Crypto, and Tech.

Sanjay Duggal

Toronto

$175.0/min 5.0 14 $2.92/min

I help individuals with career coaching end to end with one on one learning opportunities, advice, resume tips, help connect you with job opportunities, interview coaching, and negotiation to dramatically improve your chances of landing the job. https://www.digitalfountain.ca *Also available for Consulting opportunities*

Kenneth Klabunde, MSFP, CFP®, CDFA®

United States

$400.0/min 4.9 14 $6.67/min

Master of science degree in personal finance, multiple professional designations, over 25 years of experience helping clients. Expertise in divorce, investment strategy, tax reduction, tax-advantaged retirement accounts, business and cash flow, finances, and planning.

William Cunningham

Washington, DC

$200.0/min 5.0 12 $3.33/min

MBA (Finance) MA (Economics). A business plan requires an internal and external assessment of the factors that might impact your success. Let us help. My skills include business, market analysis and planning with a focus on social and impact enterprises. We also provide strategic planning and management, program analysis, ESG (environmental, social and governance) analysis, impact investment financial strategies, market analysis, social risk management, impact business process improvement, and impact and ESG audit readiness and preparation.

Charles Hopkins

Austin, Texas Area

$250.0/min 4.9 18 $4.17/min

I'm an Experienced Tax Professional, and 90% of my clients are introduced to me through referrals. This is due to my intense focus on the customer experience. Want to avoid detrimental tax related pitfalls of most Start-Up Businesses? Allow me to help you succeed by finding out legal ways to save that you didn't even know existed.

Mark Fackrell

Boise, ID

$250.0/min 4.9 12 $4.17/min

I provide part time and interim CFO Services, I work with startups and established businesses. I am experienced in the high tech, manufacturing/development and construction industries, capital formation mergers & acquisitions and work with Private Equity financed businesses. I assist companies with establishing budgets, accounting and control systems, cash management, raising debt/equity financing. I work closely with bankers, CPA's, attorney's and shareholders on behalf of the business. My primary goal is to help guide the business from a strategic and financial viewpoint. One of the key tools in this process is to help create useful information that business managers can evaluate business progress and project future results. I have worked expensively in and with all aspects of business management including Operations, Sales, Project Management and Finance. I can communicate important business information to and between these various functions. I have worked extensively with people who have a long history of being in business and people who are just starting out.

Penelope Ceja

Los Angeles, CA

$350.0/min 5.0 7 $5.83/min

Hi, I’m Penelope, Crypto Sugar. I’m a Cali girl living the Crypto dream. I want to talk to you about the future of fiat and cryptocurrency. I am here to help you navigate the intricacies of crypto. Helping you realize your dreams is my purpose in life. Regardless of whether you are a noob or an expert, I am here to guide YOU. Let's work together to make your dreams reality. not investment advice

Steve Barnes

Salt Lake City, UT

$60.0/min 4.9 5 $1/min

- 20 plus years investing in/trading Stocks - 10 plus years investing with/trading Equity Options - Background in finance and law - I enjoy teaching others how to start making additional income in the stock market using equity options, even if the individual only has a small amount of capital (e.g. $500) to start with. In my opinion, trading/investing with options is the ultimate side hustle. - Aswath Damodaran (finance professor and valuation expert) is my idol.

JJ Buckner

Ozark, MO

$150.0/min 5.0 12 $2.5/min

DaVonna Porter

Atlanta, Ga

$175.0/min 5.0 2 $2.92/min

Prior to becoming an Airbnb host, DaVonna, spent years working as a dedicated financial accountant for a popular Fortune 500 company. Within months of launching, her Airbnb profits exceeded her salary earning her first six-figure year!! AirbnbwithD offers training, financial planning, courses, consultations, and a Facebook Group that serves as 24/7 support after training concludes.

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.

Robb Miller

Boston, MA

$60.0/min 5.0 0 $1/min

I am a lawyer-turned-entrepreneur, with a passion for building cool apps using third-party APIs and Data. My legal career led me through Silicon Valley, and now i try to bring my background and skill set, legal and entrepreneurial, to every challenge and interaction that faces me. I love helping with story and language, positioning for various audiences, finance discussions and negotiations, M&A strategy and (sometimes) exits. Gnito released a pre-MVP prototype of our iOS 7 App on the Canadian App Store on December 12, and we are beta testing it with 50 Canadian entrepreneurs, developers, professional networkers and others. We are getting great reviews, and input! As well, our Enterprise API (pre-release) is already being used by leading Canadian marketing companies (and in demand by more), again with more rave reviews. We have a great team, product, traction and commercialization strategy. We are doing a small round of financing ($200K for 12%, closing in February) from targeted group of 6 – 8 investors on both sides of the border, to take us through launch (app MVP release, and Enterprise API) and our first 10 thousand users. Look forward to chatting.

Malcolm Turner

Southfield, MI

$100.0/min 5.0 2 $1.67/min

Entrepreneur, Commercial Lender, trusted advisor to hundreds of investors and entrepreneurs throughout the US, have personally financed millions of dollars of real estate, mentor to new CRE investors, dedicated to service and giving back. Deacon at local church. WHAT I DO: I help entrepreneurs and investors build their commercial real estate portfolio and improve the cash flow of their existing properties by lending quickly and at a lower cost than most lenders. I also show them how to establish business credit w/o personal guarantees. WHO I WORK WITH: I partner with investors and developers of commercial real estate on the following property types: - Multi-family: Luxury, Market Rate, and Affordable Housing. Senior and Student Housing - Hospitality: Full Service, Limited Service, and Boutique Hotels. Flagged and Non-Flagged properties - Office including Medical Office. Class A, B, C, and even D! - Industrial and Warehouse property including owner-user on a case-by-case basis - Most forms of commercial real estate will be considered. Retail strip centers, Independent Living Facilities, and portfolio loans for transactions involving multiple properties. WHY IT WORKS: When you partner with me you get great advice on the most efficient and cost effective loan products and financing packages that investors are looking for right now. WHAT MAKES ME DIFFERENT: As a direct lender, I can give insight on how to finance your commercial property quickly and efficiently. I advise on a wide variety of transactions such as purchases, refinances, SBA, and non-real estate business acquisitions. This allows me to accommodate a large range of deal structures and loan sizes ($1M to $50M). HOW IT WORKS: My process begins with a phone consultation to evaluate your commercial finance needs and or marketing options. READY TO TALK? Reach out to me directly here on Clarity via private message to send me your topic of discussion, visit online at https://castlecommercialcapital.com

Tony Steuer

Alameda, CA

$250.0/min 5.0 9 $4.17/min

Tony Steuer advocates and educates Consumers, Insurance Agents, Insurance Services and Insurance Companies on Insurance Best Practices with The Insurance Bill of Rights. Tony is the author of "The Questions and Answers on Insurance" book series providing Simple Answers to Complex Questions on Insurance

Andrei Marinescu

Greater Los Angeles Area

$500.0/min 4.9 11 $8.33/min

I’m a founder, CMO, & former VC who helps turn startups into billion-dollar companies (Hulu, Ring, Albert, & others). I’ve worked with over 100 founding teams to develop strategies and execute GTM plans that drive rapid growth in B2C and SaaS. If you need to accelerate your company’s growth, I can help. 🚀 Talk to me about user growth; customer acquisition/retention; monetization; product marketing; conversion rate optimization; email marketing; web analytics; online payments; online music & video; e-commerce; and entrepreneurship.

Lucas McCarthy

Calgary, Canada Area

$60.0/min 5.0 1 $1/min

Founder, GetQd. Workday + OpenTable + Ticketmaster for venues. Manage, Sell Items (&Tickets) and Track Customers.

Jeffrey L Minch

Austin, Texas Area

$60.0/min 5.0 2 $1/min

Jeffrey L Minch of Austin, Texas has been a Founder, President, Chief Executive Officer and Director of substantial private companies and small public companies for over 25 years. He can assist you with business organizational issues, startup issues, business process issues, leadership, management and Board issues. See "www.themusingsofthebigredcar.com" 512-656-1383 cell jminch2011@gmail.com

Robert Gebhardt

Taipei, Taiwan

$250.0/min 5.0 4 $4.17/min

Whether you are interested in Translations, localizations, international expansion, or any ancillary activity, I am here to help. I have a Master’s in Public Administration from Cornell University, with previous experience in UBS Bank in Switzerland, and in Market Research in South Korea. I currently operate Lugano Translations, a translation/localization business based out of Switzerland, with offices in the United States (Charlotte) and Taiwan (Taipei). I also conduct ad-hoc consulting for SMEs wishing to expand internationally. You can also find some of my articles here: https://medium.com/@RobertGeb

Jukka Karjalainen

Toronto

$450.0/min 4.5 6 $7.5/min

Senior consultant pharma and biotech in medical and regulatory affairs, medicomarketing, business development, financing, M&A, and pharmaceutical and medical device and diagnostics development covering CMC, preclinical, regulatory and clinical drug development from Phase I to Phase IV in multiple TAs (oncology, endocrinology, diabetes and immune diseases, dermatology, women's and men's health care, urology, CV, CNS, kidney diseases, inflammatory and infectious diseases)

Manny Alvarez

San Francisco Bay Area

$1000.0/min 5.0 0 $16.67/min

Legal and business advisor to entrepreneurs and small businesses. Particular expertise in consumer finance, banking, real estate, and start-ups. Ex-Affirm (first GC), DFPI (former California banking commissioner), Cal AGO, CFPB.

Vincent Turner

Sydney, Australia

$200.0/min 5.0 2 $3.33/min

15+ years fintech entrepreneur. First company, Pisces, built mortgage software used by over 90% of Australian banks, processing $50bn/year in mortgages. In 2010 moved to San Francisco and set up Planwise, again taking venture investment, to build consumer financial software. While in SF I founded SF Fintech, the 3rd largest fintech group globally. Latest venture, UNO, is Australia’s online mortgage broker, secured > $50m in funding. More at vincent-turner.com

Chris Calder

Salt Lake City

$300.0/min 5.0 6 $5/min

Early stage investor @ EPIC Ventures. Previously biz & product, now investor in InsideSales.com, Health Catalyst, Orchestrate (Acquired: CenturyLink), Canopy, and others. Penn Wharton MBA.

Gregory Simon

New York, NY

$60.0/min 5.0 1 $1/min

CEO and Co-Founder of Ribbit.me, blockchain solutions for the loyalty and rewards industry. President and Founding member of the Bitcoin Association. Columbia University MBA, CPA, CBP (Certified Blockchain Professional). Business fluent in Japanese.

Diana House

London, Canada Area

$1000.0/min 4.0 2 $16.67/min

Diana House is a serial award winning entrepreneur with two exits. She is a private lender who facilitates private mortgages in Ontario. Diana is a real estate investor and developer. She is passionate about passive income, business finance, profitability, doing good, storytelling and elevating those around her to live with passion and alignment.

James Wallace

Toronto

$120.0/min 5.0 1 $2/min

Mike Baliman

London

$300.0/min 5.0 6 $5/min

NED, Advisory Director, Adviser to Fintechs/FS. 34 years as a Director. Founder & Host of the London Fintech Podcast. Author of "The Realpolitik of the Unlisted Company Board". Former Global Head of Risk and Global Head of Fixed Income Fund Management.

Ben Pavlovich

$120.0/min 5.0 2 $2/min

Top 50 in USA for new car sales. Internet Sales Manager at million dollar automotive dealership. Smart car buying advice for anyone. Would you spend $40 to save $500 off your next vehicle? I know I would.

Brian Smith

Austin, Texas

$100.0/min 5.0 2 $1.67/min

Fundraising and strategic finance advisor to tech companies, former VP Finance of Bazaarvoice (NASDAQ:BV) and startup head of finance. Prior to tech was a hedge fund and private equity investor and investment banker. Mentor at Techstars.

Anne Kroijer

New York 10014

$100.0/min 5.0 1 $1.67/min

Founding Partner @ OnFrontiers, an Expert network for emerging markets. Entrepreneur. Interested in innovation, international development, frontier markets

Raimone Roberts

Los Angeles, CA

$150.0/min 5.0 1 $2.5/min

Has assisted almost 850 entrepreneurs and businesses in leadership, business development, company growth and in acquiring millions. Led cross-functional teams of 100s of people, managed budgets in the hundreds of millions, tasked with developing and implementing a variety of state-of-the-art technologies for the Department of Defense. These activities included developing strategic roadmaps, resource allocation, and technology implementation. He also co-develop strategies for a 10,000 plus organization.

Philip Olson, CFP®

Austin, TX

$175.0/min 5.0 1 $2.92/min

I came to the financial services industry via an arts background and have used that creativity to build a profitable fee-only financial advising practice that doesn’t make commissions or sell products. Clarity and transparent guidance are our objectives and we aim to educate clients about their money and help them achieve their goals. Studying for the Series 7, 65, and CFP exams was time consuming and the test was nerve wracking. I love to help people exploring the industry navigate the ins and outs of certification and testing. There are a lot of options out there and lots of ways to prepare. If you’re already well on your way to certification, we can talk about finding a firm that’s right for your outlook and approach to money. Or, we can talk about starting your own firm and finding your niche.

Marc Maurice

New Brunswick, Canada

$250.0/min 5.0 1 $4.17/min

Entrepreneur, multiple start-ups in IT, life sciences, hospitality and diagnostic imaging. Start-up guy to assist from financing to opening.

Ben McFarlin

Atlanta, GA

$350.0/min 5.0 1 $5.83/min

Founder at Gas Valet, Inc. Entrepreneur, Software Developer, Electrical Engineer, Inventor, U.S. Navy Veteran

Szilvia Halter

London, UK

$100.0/min 5.0 2 $1.67/min

Founder of Booksfizz - Xero Certified Advisor and accredited training partner. Financial controller and cashflow expert. Former stockbroker

Kal Desai

Melbourne, Australia

$150.0/min 5.0 1 $2.5/min

Experienced CFO with 20+ Years specializing in scaling businesses with the right systems and financial operations to aid in exponential growth. Board and Management advisor to multiple 7,8 and 9 figure companies. Specializing in helping business with the development and execution of their business strategy to grow their businesses. Have successfully worked with a number of entrepreneurs on M&A activity that has led to successful business exits (one for $40mill and one for $3.1bill) and capital raising. https://www.linkedin.com/in/kal-desai-51ab731/

Helina Patience

Vancouver, British Columbia

$150.0/min 5.0 1 $2.5/min

I am a CPA, CMA with over a decade of experience in Finance & HR within multinational companies, across many industries. I am a partner at entreflow consulting group where I help small to medium-sized businesses get organised, grow, and crush their goals. I am a QuickBooks Platinum Level ProAdvisor and a Xero Advisor. I hold vast global experience after living and working in Australia, India, the UK and Ireland. I am a theatre artist, ex-Secondary School teacher, rock drummer, ballet dancer, and whitewater kayaker. Not your typical accountant...

Ahmad Abbas

Richmond Hill, Ontario

$150.0/min 5.0 0 $2.5/min

A partner that can help you innovate a strategy and put it into practice. I will help you overcome your Financial Fears and provide you an advice on which of your choices from Financial Related issues. From Retirement Planning, Saving, Asset Protection and Wealth Maximization for you and your Business. Will provide guidance on all available tools to support you making the decision on your financial needs Ahmad is a Serial Entrepreneur, Digital Marketer, IT Guru, Web Solutionist, Planner and Business Advisor. A strategist that looks towards the long term viability of an idea, always driven to create and deliver beyond expectations, 10 times what he’s re-envisioning. Providing a holistic strategy can provide you with the right edge - transforming your brand and business.

Derek Kuns

Columbus, Ohio

$150.0/min 5.0 0 $2.5/min

VP of Acquisitions in Private Equity. Prior experience in private credit and investment banking.

Pablo Freund

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

Experienced Entrepreneur and Management Consultant. Managing Director at Endeavor Ecuador. Founder of Bare Maximum and Be Girl. Expertise in Finance, Management, and Operations. Investment Banking background.

Mark McKenna Little

San Diego, CA

$500.0/min 2.0 1 $8.33/min

40-years in the financial services industry, began M&A in 2005. Currently interested in investing-in, merging, or buying companies with successful track records. Has served as a retained advisor for fast-growing medium-sized companies since 2002. Professional speaker & member of the National Speaker's Association (NSA).

Francisco Gomes

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

Founder of Obu - Music Agency, Data Analyst at Seahub and reasearcher at Creation in Green Hydrogen area. Also finances mentor, music lover, startup fanboy and gamer.

kavita hoon

Uttar pradesh, Ghaziabad

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

I hold a Master's degree in Political Science and boast five years of experience in teaching mathematics. Additionally, I possess a NTT degree in Hindi, showcasing a diverse skill set that combines expertise in political science, mathematics education, and proficiency in Hindi language teaching. I have 2 years of experience in teaching german.

Khaliq Nasheed

Desoto,Texas

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

Experienced consultant and mentor specializing in financial literacy, matchmaking, and the music industry. Passionate about empowering individuals and businesses to achieve their goals and reach their full potential.

Michael Ragheb

kuwait

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

Finance, Auditing, & Accounting expert with more than 6 years of work experience in different industries including retail, services, construction, & manufacturing.

Biyamakwa Joseph moses

NIGERIA

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

I'm Biyamakwa Joseph moses Advisor & Listener - Empathetic and non-judgmental advisor - Skilled in active listening and problems solving - Experience in providing guidance and support - Strong communication and interpersonal skills - Ability to maintain confidentiality and discretion

MANOJ ZALA

AHMEDABAD

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

My self Manoj Zala I have 7+ years experience in accounting and management. I have professional work in tally, excel, word,