Certified Finance Experts to Strengthen Your Bottom Line
Streamlining accounts payable/receivable with AI-driven workflows, reducing manual entry by 80%.
Implementing auto-reconciliation and fraud detection for high-volume transactions.
Tools & Skills:RPA (UiPath, Automation Anywhere), Bill.com, QuickBooks + Nanonets (OCR), Zapier.
Use Case:Spending hours on invoice processing? We automate AP/AR to cut costs and errors.
Building dynamic models for fundraising (DCF, LBO), budgeting, and scenario planning.
Startup valuation for VC pitches or M&A readiness.
Tools & Skills:Excel (Power Pivot, Macros), PitchBook, Carta, Python (Pandas for data analysis).
Use Case:Need to impress investors? We craft bulletproof financial models to secure funding.
Virtual data room management, financial records audit, and red-flag identification.
Tools & Skills:FirmRoom/Merrill Datasite, CapIQ, Bloomberg Terminal, forensic accounting.
Use Case:Buying or selling a business? We uncover hidden risks in financials pre-deal.
Sourcing deals, analyzing portfolio performance, and benchmarking against industry KPIs.
Tools & Skills:Preqin, PitchBook, Tableau (dashboarding), SQL for data mining.
Use Case:Struggling to find lucrative deals? We identify high-potential investments for your fund.
Preparing/reviewing 10-K, 10-Q, and 8-K filings for compliance with SEC regulations.
Tools & Skills:Workiva, EDGAR, XBRL tagging, GAAP/IFRS standards.
Use Case:Fear SEC penalties? We ensure filings are accurate and submitted on time.
Drafting sustainability reports (GRI, SASB, TCFD) and carbon accounting.
Tools & Skills:Salesforce Net Zero Cloud, ESG analytics platforms (Sustainalytics).
Use Case:Investors demand ESG transparency? We quantify and showcase your impact.
Fixing failed payments, reducing chargebacks, and setting up recurring billing.
Tools & Skills:Stripe Radar, PayPal Dispute APIs, Chargebee, tax nexus compliance.
Use Case:"Losing revenue from payment failures? We optimize your checkout flow for 99% uptime."
Calculating crypto gains/losses (FIFO, LIFO) and filing IRS Form 8949.
Tools & Skills:Koinly, CoinTracker, TokenTax, TurboTax Crypto.
Use Case:Crypto taxes a headache? We automate tracking and minimize your tax burden.
Backtesting strategies, optimizing execution algorithms, and risk modeling.
Tools & Skills:Python (NumPy, Pandas), QuantConnect, MetaTrader 5, TensorFlow (AI models).
Use Case:Want data-driven trades? We code and test algorithms for higher returns.
Customizing Shopify themes, building apps, and optimizing checkout UX.
Tools & Skills:Shopify Theme Kit, Liquid templating, GraphQL, JavaScript.
Use Case:Generic Shopify store? We code custom features to boost conversions.
Designing conversion-focused EBC (Enhanced Brand Content) with SEO-rich copy.
Tools & Skills:Canva, Adobe Illustrator, Helium 10 (keyword research).
Use Case:Low Amazon sales? We create A+ content that converts browsers into buyers.
Building custom plugins for subscriptions, memberships, or localized payments.
Tools & Skills:PHP, WooCommerce REST API, WordPress hooks.
Use Case:Need a unique WooCommerce feature? We develop plugins tailored to your business.
Negotiating with suppliers, reducing shipping times, and automating order routing.
Tools & Skills:AutoDS, Spocket, Zendrop, inventory forecasting tools.
Use Case:Dropshipping delays hurting reputation? We optimize your supply chain for speed.
Managing return fraud, automating refund workflows, and reducing losses.
Tools & Skills:ReturnLogic, Shopify Return Magic, AI-based fraud detection.
Use Case:High return rates? We streamline processes to cut costs and retain customers.
Removing counterfeit listings and protecting intellectual property on eBay.
Tools & Skills:eBay VeRO dashboard, legal takedown notices, brand monitoring tools.
Use Case:Counterfeiters stealing sales? We enforce your IP rights on eBay.