I've helped freelancers secure 1-3 clients every month on Upwork by teaching these business skills:

- Getting clear on your specialty in terms of services, niches, and prices.
- Setting up an attractive profile that grabs your ideal client's attention.
- Crafting a compelling proposal that elicits views and responses.
- Using Upwork analytics to make informed updates to your funnel.
- Talking to prospects and sell your services over a call.

Message me to see how I can help you.

Business Coach

- Specializing in landing pages, emails, and social media copy. To date, I helped over 30 clients write copy for various niches including coaching, course creation, and personal branding.

- Copy must resonate with potential buyers at every step of the customer journey. I ensure every deliverable has a place in creating a cohesive message that speaks to your target audience.

- Nobody likes "salesy" marketing tactics. My messaging style is based on building trust and connection with readers so that they want to continue reading and feel inspired to take action.

- The goal of copywriting is to drive leads and sales. I measure the impact of my copy based on critical metrics such as open rates, CTRs, and of course, generated revenue.

Message me to request case studies or to book a free 30-minute Discovery Call.

Conversion Copywriter

Luminaire Coffee Equipment

Embedded Software Engineer

Feniex Industries

Firmware Engineer

Chint Power Systems Americas

Trout Green Technologies, Inc.

Electronics Design Engineer

Email Copywriter & Automation Specialist for Mission-Driven Entrepreneurs | Upwork Lead Gen Coach for Freelance Copywriters | DM me your questions!

I show coaches and services providers how they can turn their high-income skills into a profitable online business.

After exiting my engineering career, I started my copywriting business and secured over $7k in my first fully-booked month. 

A year later, I started my Upwork coaching practice, launched my first high-ticket program, and generated over $6k in just 1 week.

If there's anything I've learned from managing 2 online businesses... 

It's that it has never been easier to start making money online. (I'm talking over $1k per sale!)

Because here's the thing. If you've been a career professional for years...

You can repackage any (or ALL) of your specialized skills and industry experience as highly valuable services.

Then all that's left for you to do is develop the business skills needed to drive demand for your services - and charge as much as you want!

After teaching my clients these essential business skills, they've gotten results like:

- Jackie becoming fully booked, securing 5 retainers, and generating over $4k in monthly income...

- Matthew making $5k months with 3 retainers and generating $3k from one-off projects...

- Jess securing 4 clients in her niche and making back her $1.2k coaching investment in just 5 weeks...

And the list goes on. If they can do it, you can do it too.

So if you're ready to start making serious cash from that side hustle... or make enough income so you can move on from the 9-5 grind and start creating the life of your dreams...

Send me a DM to see how I can help you reach that goal.

Faith Chan

Congress of Neurological Surgeons (CNS)

Responsibilities:
- Maintenance of payments in Association Management System (AMS)
- Initial contact for all Accounts Payable and Account Receivable transactions
- Record various journal entries for month/quarter/annual close
- Maintain daily cash position including bank deposits
- Monitor and reconcile corporate credit cards monthly
- Weekly issue of checks, ACHs, and wires
- Provide customer relations to members and vendors

Senior Accountant

Baldwin Risk Partners

Responsibilities:
•	Maintains general financial records for multiple entities and their respective sub-ledgers
•	Performs reconciliation to insurance partners invoices
•	Works with insurance partners to reconcile any variances
•	Assists account managers in resolving invoicing discrepancies
•	Contacts insurance partners when appropriate to resolve reconciling/billing related
•	Monitors and updates retail agent aging report
•	Looks for opportunities to improve organizational processes
•	Raises issues and discrepancies with appropriate leadership
•	Compiles receivable and payable reports as requested by Senior Management
 	
Accomplishments:
•	Proficiency in Excel, Word, email, and computerized accounting
•	Ability to collaborate effectively with internal staff and external clients and able to oversee multiple projects/tasks accurately and meticulously
•	Confidentiality of sensitive proprietary data
•	Focus on revenue collection with a strong emphasis on service

Accountant

American Association of Endodontists

BASIC FUNCTION
Maintains general financial records including data entry for AAE and AAE Foundation.

ESSENTIAL DUTIES AND RESPONSIBILITIES
•	Prepares and records asset, liability, revenue, and expense entries by compiling and analyzing account information.
•	Maintains and balances subsidiary accounts by verifying, allocating, posting, reconciling, transactions, and resolving discrepancies.
•	Performs payroll duties timely and accurately.
•	Properly records employee benefits, maintains employee records, and acts as a resource to employees regarding payroll/benefit questions.
•	Assists with the monthly closing cycle, prepares accurate and timely monthly financial statements and supporting schedules.
•	Responsible for fixed asset additions, disposals and depreciation schedules.
•	Prepares annual audit documentation for assigned accounts
•	Works closely with the accounting staff to improve processes, modify accounting systems and procedures, while presenting accurate financial records and strengthening internal controls.
•	Performs other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES
•	Proficiency in Excel, Word, email and computerized accounting.
•	Experience in multiple facets of accounting.
•	Ability to learn and act quickly and competently.
•	Ability to work effectively with multiple staff members at all levels.
•	A problem solver, accurate, detail-oriented, self-directed, and able to handle multiple projects/tasks at one time.
•	Maintain confidentiality of sensitive information.
•	Excellent communication and interpersonal skills with a strong customer service focus.
•	Outstanding organization and prioritization skills.
•	Maximize performance creativity and results.

Chicago Teachers' Pension Fund

Accomplishments:
•	Assist implementing GASB and other regulatory requirements
•	Identify and recommend process improvements and system enhancements
•	Guidance to junior team members
Responsibilities:
•	Prepare general ledger balance reconciliations
•	Compile and analyze account information and related adjustment entries
•	Coordinate with Accounting Operations team to ensure accurate reporting of operational accounting activities

Reporting Accountant

Wage & Benefits Compliance Auditor, Accounting graduate from Roosevelt University who contributes toward governance and risk-mitigation of Chicago Teachers’ Pension Fund Members employed at Charter schools.

•	Analyze accuracy of salaries, contributions, and service credits
•	Perform audits of refunds and ensure compliance to the Pension Code
•	Evaluate exceptions and discrepancies and perform resolutions to safeguard the Fund
•	Communicate with multiple Member employers and ensure prompt response to their needs and continuous follow-up for the Fund
•	Collaborate with Charter School Compliance team in all Members’ related processes

Wage & Benefits Compliance Auditor

Brilliant Financial Staffing / Golden State Foods

Accomplishments:
•	Provided reconciliation of invoices
•	Created multiple Excel spreadsheets for vendors and distribution centers
•	Maintained necessary documentation for billing, modify invoices as needed
Responsibilities:
•	Prepare and coordinated accounts payable entries for all department distribution centers

Accounts Payable Specialist

8 years of accounting experience : Financial Reporting, AP/AR, Payroll, and Reconciliations : Inventor

I am an Accountant who contributes toward timely and accurate financial reporting, via financial statements, balance sheet reconciliations, bank reconciliations, payroll, and expense reports.  My expertise includes processes that shorten monthly financial close.   I pursue new perspectives and devise feasible solutions from this broadened focus toward relevant solutions.  Our team would describe me as a driven, resourceful Accountant who maintains a positive, proactive attitude when faced with adversity.  Currently, I’m seeking opportunities that will allow me to develop and promote technologies that benefit financial reporting.  Specific fields of interest include data analysis, process management, and organizational studies.

taplio

The Battle

Faith Chan

Peter L.

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