Jennifer G.

Hi, I'm Jenn. I know that's not how most people start an Upwork profile. But I think it matters, because the person you hire to handle your books and your financial strategy is someone you need to actually trust. So let's skip the formalities. I've spent more than 10 years helping small and mid-size business owners do something that sounds simple but turns out to be really hard: understand their own finances. I run my own firm and I work with e-commerce brands, law firms, marketing and PR agencies, real estate investors, retailers, consulting firms, and many others who are good at what they do and ready to finally feel good about their numbers too. I offer both bookkeeping and Fractional CFO services, which means I can handle the everyday stuff AND help you think strategically about where your business is going. You get one person who knows your full financial picture. That makes everything easier. Speaking of easier, that's exactly how my clients describe working with me. 💡 HERE'S WHAT I'VE HELPED PEOPLE DO One of my clients had over $400,000 sitting in unpaid invoices. We put together a new collections strategy, got that money in the door, and then set up automatic payments for her recurring clients so she stopped playing the chasing game for good. Her cash flow changed overnight. Another client was writing checks to every vendor they had. No visibility, no control, and a checkbook that too many people had access to. We rebuilt their entire AP system using secure digital payments. Vendors got set up with direct deposit, W9 information was collected securely for 1099 season, and the checkbook went in a drawer permanently. That's the kind of work I do. Not just keeping the books. Actually fixing the things that are costing you money and peace of mind. 📚 BOOKKEEPING SERVICES • Monthly Ongoing Bookkeeping: reconciliations, categorization, financial statements on time every month • Bookkeeping Cleanups and Catchups (yes, even the really scary ones) • Accounts Receivable and Collections Management, stop chasing, start collecting • Accounts Payable Systems and Vendor Management, secure, organized, and checkbook-free • E-Commerce Bookkeeping (Shopify, A2X, Amazon, Bookkeep) • Real Estate Bookkeeping (Buildium, DoorLoop, property-level reporting) • Law Firm and Professional Services Bookkeeping • Payroll Processing (Gusto, ADP, Paychex, Patriot, JustWorks) • Process and Systems Setup so everything runs smoother going forward 📊 FRACTIONAL CFO SERVICES This is for you if your business is generating between $1M and $5M in revenue and you're ready for someone in your corner who is focused on one thing: putting more cash in your business. Every CFO engagement I take on is built around increasing your cash flow. That means tightening up where money leaks out, building forecasts that actually reflect your reality, making sure your pricing is working for you, and giving you the visibility to make decisions confidently instead of crossing your fingers every month. • Cash Flow Forecasting and Management -- always know what's coming and when • Budgeting and Financial Planning built around your actual goals • KPI Dashboards and Monthly Reporting so you always know where you stand • Pricing Strategy to make sure what you're charging actually makes you money • Job Costing and Profitability Analysis -- know what's working and what isn't • Financial Systems Restructuring -- clean it up and build it right 🌱 HOW THE RELATIONSHIP GROWS Here's something I love about the way I work: a lot of my bookkeeping clients eventually become CFO clients. It makes sense. Once your books are clean and accurate, you start to see the bigger picture. You start asking bigger questions. And having someone who already knows your business inside and out step into that strategic role just feels natural. My clients don't just hire me for a project and move on. They stay. Their businesses grow, the services grow with them, and the value compounds over time. That's not an accident. That's the whole point. 🛠 TOOLS I WORK WITH QuickBooks Online | Xero | Shopify + A2X | Bookkeep | Bill. com | Melio | Anchor | Gusto | ADP | Paychex | Patriot | JustWorks | Buildium | DoorLoop | ClickUp | Excel | Google Sheets 🏅 CREDENTIALS Certified QuickBooks ProAdvisor | Xero Certified | Certified CFO | 10+ Years Experience 🤝 HOW WE GET STARTED It starts with a Right Fit Call. You tell me where things stand and what's been keeping you up at night financially. I ask questions, look at what you've got, and give you an honest picture of what needs to happen. • No pressure • No confusing proposals • Just a clear plan and someone who's actually going to show up for your business every month Message me and let's talk. I'm happy to take a look at where you are and give you a real, honest answer about what you need. 💬