Carlos N.
Fractional CFO & CPA | I Fix Broken Financial Operations for 1M to 20M
Your bookkeeper is behind. Your reports don't help you make decisions. You're making six figure decisions on gut feel. Cash flow is unpredictable despite growing revenue. Sound familiar? That's exactly what I fix. I'm a licensed CPA running a fractional CFO practice for growing companies. I own the entire financial function for my clients: clean books closed by Day 10, live KPI dashboards in Fathom and Power BI, 13 week cash flow forecasts, profitability analysis by client and service line, tax strategy, and financing support. One partner, zero gaps. Results from current engagements: identified six figures in trapped receivables and recovered the majority within 60 days. Built cash flow forecasting from zero to weekly visibility. Cut month end close time in half. Identified tax savings clients were leaving on the table. Prepared loan ready financials that secured financing on the first ask. I work in QuickBooks and Xero daily. I deliver reportings directly. I serve agencies, e-commerce, SaaS, and professional services companies between $1M and $20M. Every one of my clients came to me because their previous financial setup was failing them. I fixed the foundation first, then built the strategy on top. If your financial infrastructure hasn't kept up with your growth, send me a message with a quick overview of your business and I'll tell you exactly where the gaps are.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $7.7k
$2.6k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 10% in Finance & Accounting
Ranked by MRR among everyone on Upwork with the skill.
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