CFO and Accounting Agency
Fractional CFO & Strategist | Clean Books + Capital-Ready Businesses
If this is your agency
#11,982
of 28,921 agencies on Upwork by lifetime earnings, and #328 in Bookkeeping.
- #11,9812 Fox Technology$1 ahead
- #11,982CFO and Accounting Agencythis agency
- #11,983Lotus Marketing$5 behind
Total earned
$6.5K
lifetime, as published
Jobs
4
contracts to date
Hours
0
billed hourly
Job Success
100%
JSS
Hourly rate
$125/hr
team range
Index Score
50
#9361 overall
Insights
How these are computed- Run-rate, measured
- pending
- Needs two observations at least 14 days apart. Our next read of this page turns this on. Nothing is extrapolated from a single contract.
- Lifetime pace
- $5.6K/yr estimate
- Lifetime earnings divided by years on Upwork. A floor on historical pace, not a forecast.
- Earnings per job
- $1.6K
- Average contract value to date.
- Recent earnings, per Upwork
- $4.5K
- The "recent" figure Upwork attaches to the directory card. Upwork does not publish the window, so it is shown as its number, not ours.
- Realised hourly
- n/a
- Total earned over billed hours. Fixed-price work inflates it; compare with the rate card.
Index Score breakdown50.3/100
Scale 21.8/40Quality 20/20Trust 0/15Momentum 6/15Team 2.5/10
Observation history
Every read of the public page. Last observed Oct 30, 2026 (live read).
| Observed | Earned | Δ | Jobs | JSS |
|---|---|---|---|---|
| Oct 30, 2026 | $6.5K | 4 | 100% |
One observation so far. The index re-reads every page on a rolling schedule; claimed pages are read weekly.
About
Fractional CFO | Capital Advisor | MCA Exit | Acquisition Financing | Bookkeeping | Tax Strategy 💼 From Financial Chaos to Fundable Infrastructure and Beyond If your books are messy, lenders keep saying no, or a merchant cash advance is draining your cash flow every day, you are in the right place. I am Nancy Mokaya, CEO and Founder of Dynasty Financial Consulting, with over 11 years of experience helping growth focused business owners clean up their financial engine, access capital, exit predatory debt, and build the infrastructure lenders and investors actually want to see. Dynasty Financial is not a bookkeeping shop. We operate at the intersection of accounting, capital strategy, and business growth. 🎯 Who I Help Visionary business owners across the US who are ready to scale but face: ✔ MCA daily sweeps destroying cash flow ✔ An acquisition that needs financing structured and closed ✔ Commingled funds creating lender red flags ✔ Books that are not audit ready 🚀 Core Services Capital Advisory and Debt Restructuring: I calculate your MCA's true APR, negotiate a discounted settlement, and source replacement financing. Fee: 15% of savings delivered. No savings, no charge. Business Acquisition Financing: I package your deal, work SBA 7(a) lenders, run competing term sheets, and negotiate on your behalf. Fee: 2% of capital arranged, paid at closing. Fractional CFO: Forecasts, models, KPI dashboards, and the financial systems for confident decisions. Funding Architecture: a multi round funding plan and lender-ready financial packaging. Bookkeeping and Financial Systems: QuickBooks and Xero setup, reconciliation, audit ready books, monthly reporting. Tax Strategy and Compliance: Preparation, 1099 and payroll compliance, filings, and optimization. 📊 Real Results ✔ MCA exits that eliminate daily sweeps ✔ Acquisition financing closed for $500K to $5M deals ✔ Funding secured after prior denials 💡 My Work Philosophy I do not just crunch numbers. I become a trusted financial partner, asking the questions and seeing the problems before they arrive. I work with US based businesses across IT services, MSPs, professional services, real estate, healthcare, nonprofits, construction, and multi site hospitality. 🔥 Let's Build Your Financial Legacy Ready to exit predatory debt, position your business as fundable, or close your next acquisition with the right capital structure? Let's talk. Monthly CFO retainers starting at $2,500 Capital advisory on success fees tied to results Project rates at $125 to $150 per hour Ready to become bankable and beyond? Let's get started. 100% Job Success Rate on Upwork Also: Business Formation & Entity Structuring, Nonprofit Accounting & Compliance.Read more
Skills
Accounting ReportAccount ReconciliationBookkeepingAccountingAccounting AdvisoryTax PreparationMergers & AcquisitionsAccounting Principles & PracticesFinancial ConsultingCapital GrantAccount ManagementTax Planning & AdvisoryFinancial PlanningDue DiligenceFinancial Management
Agency facts
- Team size
- Not published
- Teams on Upwork
- 1
- Founded
- Not published
- Member since
- Aug 2025
- Last contract
- Jul 2026
- Owner
- Nancy k M.
- Client focus
- Not published
- Members in
- United States
- Languages
- Not published
Agencies in the same categories
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CFO and Accounting Agency is #11982 of 28,921 Upwork agencies. Post the card, or share the link and the card comes with it.
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#11982 overall
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#328 in Bookkeeping
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#1938 in United States
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