I will do monthly bookkeeping, accounting, virtual cfo, financial planning, budgeting

United States

I speak English, Spanish

Virtual CFO Tax Consultant Financial Planning Expert

Hello, I’m Carlos Emily, a Virtual CFO and Financial Consultant dedicated to helping businesses achieve financial clarity and sustainable growth. I provide professional financial planning, budgeting, ...
About this Gig

Need accurate monthly bookkeeping, accounting, Virtual CFO, financial planning, or budgeting for your business? You're in the right place!


I help startups, entrepreneurs, eCommerce stores, freelancers, and small businesses keep their finances organized, compliant, and ready for growth. From recording transactions to creating strategic financial plans, I deliver accurate, confidential, and timely financial solutions tailored to your business.


My services include:

  • Monthly Bookkeeping
  • Bank & Credit Card Reconciliation
  • Accounts Payable & Receivable
  • Profit & Loss, Balance Sheet & Cash Flow Reports
  • Financial Planning & Budgeting
  • Cash Flow Management & Forecasting
  • Virtual CFO Support
  • Expense Tracking & Financial Analysis
  • Software: QuickBooks Online, Xero, Wave, FreshBooks, Zoho Books, Excel & Google Sheets.


Why choose me?

  • Accurate & detail-oriented work
  • Fast turnaround
  • Confidential service
  • Clear communication
  • Customized financial solutions


Let me handle your bookkeeping and accounting while you focus on growing your business.

Contact me before placing your order so I can recommend the best package for your needs.

Service type:

Financial strategy

Budgeting & forecasting

Investment stage:

Pre-seed

Seed

Series A

Industry:

Agriculture

Animals & pets

Target country:

Canada

Denmark

Germany

United Kingdom

Gigs are not screened

Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.