Jenny D.Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.

🎖️ Top 1% on Upwork | Former SBA Underwriter & Loan Broker | 10+ Years | 150+ Projects on Upwork SBA loan broker helping business owners get financing to buy a business, open a new location, purchase commercial real estate or expand operations. We prepare your loan package, write the business plan and projections in-house, and place your file with lenders that fit your deal. Before starting our firm, our founder worked inside a bank SBA department packaging 20 to 30 SBA files a month. We know how underwriters read a file, where deals stall, and what a lender needs to see before issuing a commitment. We review your financials, credit, and use of funds up front, so the package we submit answers the lender’s questions before they ask them. Most brokers stop at the introduction. Because our team also writes the business plan and builds the financial model, your lender receives one consistent package from a single source. We have written more than 3,000 business plans, helped over 2,000 clients get funded, and secured more than $2 billion in capital through SBA loans, USDA guaranteed loans, investor raises, and E-2, L-1A, EB-2 NIW and EB-5 visa cases. Some businesses need work on their numbers before they apply. Our SBA readiness service brings your books current, cleans up your financial statements, and shows you where you stand on debt service coverage and equity injection, so you go to the lender with a file that is ready for underwriting. For startups, our fractional CFO sets up the financial foundation from the start, with a budget and a financial model that lenders and investors can review. After funding, many clients keep us on as their fractional CFO. We build the budget and rolling forecast, run monthly reporting, manage cash flow, and sit with you when decisions about hiring, pricing, debt or expansion come up. Our team includes former Big 4 analysts, CPAs and FP&A professionals, so the work your CFO relies on is done in-house. Services we provide: ✅ SBA loan brokerage and loan packaging ✅ SBA readiness, preparing your financials before you apply ✅ Business plans for SBA, investors and immigration cases ✅ Financial modeling, forecasting and projections ✅ Quality of Earnings reports for SBA lenders and acquisitions ✅ Fractional CFO for startups and growing companies ✅ Bookkeeping, from one-time cleanups to monthly engagements ✅ Feasibility studies Because the same team handles your loan package, your model and your monthly numbers, every report, forecast and plan comes from one set of figures, before and after closing. Send us a message here on Upwork with the amount you need and what the funds are for, and we will set up a call to review your deal.