I analyze deals for a living. Since high school, I new I wanted to get into accounting and finance. I ended up graduating with my Bachelors of Science majoring in Accounting from Lake Erie College in 2011 (small private school near Cleveland, Ohio). From there, I worked in a few financial analysis and bookkeeping roles for the Auto Repair and Security Alarm industries. During that time I did some minor real estate analysis.
I didn't make it long working in a normal office setting and after a few years I decided to go out on my own. There were some twists and turns, but I landed on the the freelance sites called Elance and Upwork, which is where my skills were truly developed in relation to helping startups build models to forecast their unit economics, margins, and potential returns. This helped me learn about clever logic structuring required to build useful things for planning and decision making.
My focus and expertise started with building real estate templates / cash flow waterfalls for underwriting. Over time it was natural to also build general startup financial models as well as helpful business logic / tools. Now that AI is extremely good at building formulas and frameworks in Excel, I've shifted my focus to client services related to acquisition deal analysis. This was a natural transition that made sense to me.
My offering to clients is now directly related to helping them take actual data for a deal, analyze it with whatever template fits best, and giving back a final report of findings for a one-time fee. I've just started this service as of August 2026.
Contact: [email protected]
Custom Financial Modeling Work: https://www.smarthelping.com/p/contact_27.html
Download my usable template library here.