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Owned by Sean

I scaled my Upwork finance agency from 0 to 9k a month and I show you how inside The Upwork Finance Factory.

Financial Modeling

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Financial Modeling for Entrepreneurs

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7 contributions to Upscale (Free)
How Many Invites Do You Get Per Month on Upwork?
Hi everyone, I’m curious to hear, how many invites do you usually receive per month on average? Also, what services are you currently offering? Feel free to share your experience!
3 likes • 18d
I usually get a few a week. In my experience, invites are usually not worth applying to. I usually have 2-3 clients reach out direct with a DM per month, those ones usually convert to job in my experience (usually about 50% of time). I do CFO and financial modeling services
1 like • 16d
@Paulius V what service do you offer
New in the group
Hi everyone, im new in this community. Im excited to be here and learn more about Upwork. I have made 10k in earnings on Upwork so far, but most projects has been coming from outside Upwork. Im here to learn how to win projects inside Upwork and find the good paying projects. Thanks for the membership.
1 like • 23d
are you just getting data into excel or are you creating dashboards/reporting tools. This has a lot of potential , IMO. How do you bill clients (ie. Set up fee for upfront work then monthly maintenance flat fee)? Flat fee is where you can really scale
Introduction
Hey Everybody! My name is Steve Gichuki and I’m currently offering bookkeeping and Accounting services on Upwork. So far I’ve earned 0$ on Upwork and had 0 clients. The reason I joined this community is because I want to grow my client list and earnings. Outside of Upwork I like to do these things for fun: #1: Swimming #2: Hiking #3: Watching soccer See you around!
0 likes • Oct 30
@Stephen Gichuki what are your thoughts on also offering CFO advisory services. Once you have the books in order, clients are usually on board with getting upsold financial forecasting.
Why I Prefer a Hybrid Model (Hourly + Fixed Fee)
I’ve learned that the best setup isn’t purely hourly or purely fixed fee—it’s a hybrid. Here’s how it works: I’m a Finance/Accounting freelancer (think fractional CFO + financial modeling), so most of my work starts with building out budgets, forecasts, or full 3-statement investor models. Phase 1 – Heavy Lift, Hourly: Most clients come to me for a one-time project: a 5-year plan, annual budget, or 3-statement investor model. This is where the real labor happens—building, analyzing, and structuring a financial model that actually works. I charge hourly here because the upfront work is intensive. Phase 2 – Recurring Value, Fixed Fee: Once the model is in place, I ask the client: - “You now have a budget—doesn’t it make sense to track against it?” - “Results are coming in—shouldn’t we update forecasts monthly to stay ahead?” That’s when the real partnership starts. Forecasting, updates, monthly reviews—I become ingrained in the client’s operations. How It Scales: Here’s the beauty: the heavy lifting is done, the model is automated, and my hours per client drop dramatically. But my earnings don’t. A buildout may take 30–40 hours, but monthly support only a fraction of that time. I charge a flat monthly fee (typically 60–80% of the buildout cost). The client gets ongoing strategic support, and my effective hourly rate goes 2–4x higher. Now I’ve got a system: 1. Deliver the buildout. 2. Transition to flat-fee support. 3. Free up hours to bid on new hourly projects 4. Rinse and repeat. Soon enough—you’ve got multiple high-value clients paying you not for hours, but for the VALUE you deliver. What are everybody's' thoughts?
1 like • Oct 22
Yes, I agree. Some niches are better suited than others. The key is making what you do part of the client’s day-to-day. Once they see the value you’re driving (financial impact, freeing up their time to actually run the business, usually both), you’re locked in.
INTRODUCTORY POST
Hey Everybody! My name is Muhammad Sajjad and I’m currently offering accounting and bookkeeping services on Upwork. So far I’ve earned $100K plus on Upwork and had worked with 60 clients. The reason I joined this community is because I want to scale up my earning that leads me to build up an agency Outside of Upwork I like to do these things for fun: #1:Travelling #2: Learning new things #3: spending time with my family See you around!
1 like • Oct 21
Nice work!!
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Sean Moran
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@sean-moran-5001
I help Upwork finance freelancers build 5-10K a month MRR through systems and value based billing models.

Active 10h ago
Joined Oct 20, 2025
Philadelphia, USA