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Personal Finance & Wealth Management (280)

You will get Financial Analysis

of your Business
Sher K. 5.0 (20)

Let a pro handle the details

Buy Personal Finance & Wealth Management services from
Sher, priced and ready to go.

See how it works

Project details

I am finance professional with 12 years of practical experience. I

will provide solutions to al your matters related to accounting and
Finance.
I will provide the following services perfectly:
1. Financial Analysis
2. Ratio Analysis.
3. Business plan assessment and improvement.
4. Financial Modelling
5. Budget Preparation Sign up
6. Wealth Management
7. Financial Reports.
8. Income Statement
9. Buy or sell decisions
10. Data Management in Excel

Industry
Agriculture, Animals & Pets, Cryptocurrency & Blockchain, Data
Analytics, eCommerce, Education, Energy, Financial Services,
Food & Beverage, Gaming, Lifestyle, Manufacturing & Storage,
Media & Entertainment, Medical & Pharmaceutical, Nonprofit, Real
Estate, Telecommunications, Transportation & Automotive, Travel &
Tourism

Target Country
Worldwide

Service Tiers

Starter Standard Advanced

$99 $199 $299

Delivery Time

1 day 1 day 1 day

Personalized Budget Design

Budget Visualizations

Investment Portfolio Review

Frequently asked questions

Do you require solid basis for your strategic decisions of your

business?

Are you confused on your financial decisions?

 5.0 . 20 reviews
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5 stars (20)
4 stars (0)
3 stars (0)
2 stars (0)
1 star (0)

Rating breakdown

Availability 5.0 Deadlines 5.0

Skills 5.0 Quality 4.9
Cooperation 5.0 Communication 5.0

This project (1) All projects (20)

Thanakon K.
TK
5.00 Jul 17, 2023

Sign up to view all reviews

About Sher
CPA Qualified, Financial Modeling Expert and
Bookkeeping Wizard
96% JOB SUCCESS

Hunza, Pakistan - 2:01 am local time

Greetings!
I'm a dedicated CPA and a Top Rated Seller on Upwork with a
passion for steering small and medium enterprises towards
financial excellence. With a forte in Bookkeeping and Financial
Modeling, I specialize in empowering businesses to thrive.

Bookkeeping Mastery:
My expertise lies in QuickBooks and Xero, where I've seamlessly
managed diverse client portfolios from the USA and Australia.
From meticulous record-keeping to ensuring financial compliance,
I provide tailored solutions for your unique business needs.

Financial Modeling Pro:

Utilizing advanced modeling techniques, I craft robust financial
models to forecast, strategize, and optimize your business
trajectory. Whether it's assessing investment opportunities or
mapping growth strategies, I've got you covered.
Client-Centric Approach: Sign up
I prioritize your business goals, offering personalized services that
align with your vision. My commitment goes beyond numbers; I'm
here to be your strategic partner in financial success.

Let's collaborate to streamline your financial operations and

elevate your business to new heights. Get in touch today, and let's
chart a course towards your business's financial triumph."

Cheers!

Steps for completing your project

After purchasing the project, send requirements so Sher

can start the project.
Delivery time starts when Sher receives requirements
from you.
View requirements

Sher works on your project following the steps below.

Revisions may occur after the delivery date.

Acquiring data
Will first of all need your financial data to
proceed further

Providing Data
Client Will provide basic data along with
delivery requirements

Show all

Review the work, release payment, and leave feedback

to Sher.
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