Ollin Balance Advisory
Fractional CFO & Profit First Firm | Cash Flow, QuickBooks Cleanup & Bookkeeping
If this is your agency
#10,694
of 28,921 agencies on Upwork by lifetime earnings, and #84 in Payroll Processing.
- #10,693Playground vision$4 ahead
- #10,694Ollin Balance Advisorythis agency
- #10,695TechSided$1 behind
Total earned
$10.0K
lifetime, as published
Jobs
15
contracts to date
Hours
197
billed hourly
Job Success
Not rated yet
not yet rated
Hourly rate
$95–$225/hr
team range
Index Score
39
#16722 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
- $808/yr estimate
- Lifetime earnings divided by years on Upwork. A floor on historical pace, not a forecast.
- Earnings per job
- $664
- Average contract value to date.
- Recent earnings, per Upwork
- $0
- 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
- $51/hr
- Total earned over billed hours. Fixed-price work inflates it; compare with the rate card.
Index Score breakdown39.3/100
Scale 22.8/40Quality 10/20Trust 0/15Momentum 3/15Team 3.5/10
Observation history
Every read of the public page. Last observed Oct 30, 2026 (live read).
| Observed | Earned | Δ | Jobs | JSS |
|---|---|---|---|---|
| Oct 30, 2026 | $10.0K | 15 | Not rated |
One observation so far. The index re-reads every page on a rolling schedule; claimed pages are read weekly.
About
Making money but still not sure where it all goes? You're not alone, and you don't have to figure it out by yourself. Ollin Balance Advisory is a fractional CFO and Profit First firm for growth-focused business owners: coaches, creatives, real estate pros, healthcare and wellness practitioners, and owners juggling multiple entities. We turn your numbers into decisions you actually feel good about. Who we are: - Led by Janelle H., founder since 2010, with 20 years in accounting (CPA firm, controller, fractional CFO) - Master Certified Profit First Professional, Intuit QuickBooks Certified, ProAdvisor Platinum firm - Relay Certified Banking Partner, Certified Fathom Advisor, Gusto People Advisor, EOS Integrator Masterclass graduate - A real team: accountant, bookkeeping staff, and documented systems, so your books never depend on one person What we do: - Fractional CFO and controller support: monthly advisory, KPIs, and month-end close - Profit First implementation and coaching - Cash-flow forecasting and planning - QuickBooks Online cleanup, catch-up, and setup - Full-service and do-it-with-support bookkeeping - Multi-entity and "household CFO" support - Acquisition and deal analysis - AI-powered bookkeeping and reporting automation How we work: transparent, collaborative, and zero jargon. We run our own firm on EOS, so you get structure, accountability, and a clear rhythm, not surprises. Not sure where to start? Book the Profit First Strategy Session or QuickBooks Diagnostic in our project catalog.Read more
Skills
Financial ReportingIntuit QuickBooksBookkeepingAccountingAccounting AdvisoryManagement AccountingChart of AccountsPayroll AccountingFathom Applications FathomCash Flow AnalysisBusiness OperationsBusiness CoachingFinancial ManagementBusiness ValuationGusto
Agency facts
- Team size
- 2-10
- Teams on Upwork
- 1
- Founded
- Not published
- Member since
- Jul 2014
- Last contract
- Apr 2018
- Owner
- Janelle H.
- Client focus
- Very small business, Small business
- Country
- Sacramento, United States
- Languages
- Not published
Agencies in the same categories
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Ollin Balance Advisory is #10694 of 28,921 Upwork agencies. Post the card, or share the link and the card comes with it.
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#10694 overall
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#84 in Payroll Processing
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#132 in Accounting
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#291 in Bookkeeping
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#1721 in United States
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