Potrus CPA PC
If this is your agency
#6,720
of 28,921 agencies on Upwork by lifetime earnings, and #171 in Bookkeeping.
- #6,719Appco Software$2 ahead
- #6,720Potrus CPA PCthis agency
- #6,721CT TNHH WILLGROUP$6 behind
Total earned
$35.9K
lifetime, as published
Jobs
15
contracts to date
Hours
25
billed hourly
Job Success
Not rated yet
not yet rated
Hourly rate
$99/hr
team range
Index Score
49
#10277 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
- $10.5K/yr estimate
- Lifetime earnings divided by years on Upwork. A floor on historical pace, not a forecast.
- Earnings per job
- $2.4K
- Average contract value to date.
- Recent earnings, per Upwork
- $225
- The "recent" figure Upwork attaches to the directory card, with 5 recent hours. Upwork does not publish the window, so it is shown as its number, not ours.
- Realised hourly
- $1437/hr
- Total earned over billed hours. Fixed-price work inflates it; compare with the rate card.
Index Score breakdown48.5/100
Scale 26/40Quality 10/20Trust 0/15Momentum 6/15Team 6.5/10
Observation history
Every read of the public page. Last observed Oct 30, 2026 (live read).
| Observed | Earned | Δ | Jobs | JSS |
|---|---|---|---|---|
| Oct 30, 2026 | $35.9K | 15 | Not rated |
One observation so far. The index re-reads every page on a rolling schedule; claimed pages are read weekly.
About
🔍 Experienced Fractional CFO & Financial Expert Offering Comprehensive Solutions I am a seasoned CPA, Quickbooks Pro Advisor and certified tax preparer with over 10 years of proven expertise in accounting, financial management, financial modeling, FP&A, budgeting, valuation, data analysis, and business intelligence. My extensive industry knowledge, coupled with global exposure and diverse domain experience, positions me as your go-to partner for all your financial needs. 📊 Services Offered: 1. Fractional CFO Consultancy: With a track record of serving 50+ unique clients, I excel in managing finance teams, fundraising, and restructuring. 2. Tax Preparation & Filing: Expertly navigate tax regulations to ensure compliance while optimizing your tax strategy. 3. Bookkeeping & Accounting: Specializing in QuickBooks, XERO, Gusto, and more and will efficiently handle all your financial records and transactions. 4. Tax Strategy: Expert in creating tax strategies that maximize tax deductions and minimize liabilities for individuals and businesses. 5. Financial Analysis & Modeling: I possess a deep analytical acumen, providing insights through budgeting, forecasting, and financial modeling. 6. Data Management & Analysis: My expertise extends to data entry, data mining, web research, and generating insightful statistical reports. 7. Financial Planning & Analytics: I create strategic financial plans and harness analytics to optimize your financial path. 🌐 Software Proficiency: QuickBooks Online/Desktop, XERO, Bill.com, Hubdoc, Docusign, SmartVault, Salesforce, Expensify, Tsheets, Google Sheets/Excel, and more. 💼 Industries Served: From startups to established companies, across diverse sectors and revenue ranges, I've successfully provided tailored financial solutions to clients worldwide. 🏆 Why Choose Me? Holistic Financial Expertise: Covering everything from bookkeeping to valuation, I offer a one-stop financial solution. Responsive & Communicative: Count on me to be highly responsive and proactive in our collaboration, fostering clear communication at every step. Client-Centric: I prioritize your unique needs, ensuring a personalized approach to meet your business goals. Proven Success: My contribution has led established companies to thrive and startups to raise significant capital. Financial Alchemy: I transform complex financial data into meaningful insights that pave the way for sustained growth. 📈 Success Stories: Orchestrated a startup's financial model, contributing to securing $7.1 million in total funding. 🌟 Let's Transform Your Financial Future: Collaborate with me to achieve financial excellence, whether through foundational bookkeeping or sophisticated financial analyses. 📬 Contact Me: Ready to take your financial management to the next level? Let's connect and explore how we can propel your success. Looking forward to assisting you on your financial triumphs,Read more
Skills
QuickBooks OnlineIntuit QuickBooksAccount ReconciliationBookkeepingAccountingFinancial AccountingTax PreparationTax ReturnFinancial PlanningCash Flow ModelingTax AccountingTax Strategy
Agency facts
- Team size
- 11-50
- Teams on Upwork
- 1
- Founded
- Not published
- Member since
- Jun 2023
- Last contract
- Apr 2026
- Owner
- Alan P.
- Client focus
- Medium business, Very small business, Small business
- Members in
- United States
- Languages
- Not published
Agencies in the same categories
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Potrus CPA PC is #6720 of 28,921 Upwork agencies, top 25%. Post the card, or share the link and the card comes with it.
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#6720 overall
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#171 in Bookkeeping
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#1061 in United States
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