ServeSmith

Business Plan & Pitch Decks, Grant Writing, and QBO Accounting & Bookkeeping

Overview

Business Plan Writer | Investor Pitch Deck | Accounting & Bookkeeping (QuickBooks) Win funding. Stay financially organized. Scale with confidence. With over a decade of experience, ServeSmith has helped clients raise over $950 million. We specialize in business plans, pitch decks, financial projections, and bookkeeping services for startups and growing businesses. With 1,400+ completed projects across 80+ industries, our team helps clients raise capital, secure SBA loans, and maintain clean, accurate financials. What We Do Best: i) Business Plan Writing & Financial Projections Get a professional, investor-ready business plan designed for funding, loans, or growth. • Startup & Investor Business Plans • SBA Loan & Immigration Business Plans • Market Research & Competitive Analysis • 3–5 Year Financial Projections • Revenue Forecasting & Cost Structure • Break-Even Analysis & Profitability Models ii) Investor-ready Pitch Decks We create high-converting pitch decks that grab investor attention and clearly present your business. • Startup Fundraising Pitch Decks • Investor & VC Presentations • Company Profiles & Business Proposals • PowerPoint, Google Slides & Canva iii) Accounting & Bookkeeping (QuickBooks Certified) Reliable bookkeeping services to keep your business financially organized and compliant. • QuickBooks Online, Xero, Wave • Monthly Bookkeeping & Financial Reports • Bank Reconciliation & Cleanup • Cash Flow Management • Payroll & Expense Tracking Why Clients Hire Us on Upwork • 1,400+ successful projects • Expertise in startups, SaaS, eCommerce, healthcare & more • Investor-focused approach (we understand what gets funded) • Clean, accurate, and audit-ready financials • Fast delivery + responsive communication • Available for Zoom meetings 📩 Send a message or invite us, and let’s build your business plan, pitch deck, or bookkeeping system the right way. Best, Team ServeSmith

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Services

Professional & Business Writing

We create tailored business plans and pitch decks with five-year financial projections for startups, established firms, SBA loans, bank loans, grants, investors, and immigration.

Accounting & Bookkeeping
Graphic, Editorial & Presentation Design

Skills

Bookkeeping
Business Plan
Financial Modeling
Grant Writing
Presentation Design
QuickBooks Online
Google Slides
Business Presentation
Financial Projection
Valuation
Business Proposal
RFP Writing
Pitch Deck
Rising Talent

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Upwork activity

Hourly rate

$25.00

Total jobs

0

Member since

Jan 30, 2024

Company information

Agency size

2-10 workers

Year founded

2021

Client focus

Large business

Medium business

Very small business

Small business

Languages

English: Native or Bilingual

Awards

QuickBooks Online Certified Team Certified QBO professionals handling bookkeeping, cleanup, reconciliation & reporting for global clients
FMVA® Certified Financial Modeling Expertise Advanced financial modeling, forecasting & valuation for startups, investors, and growing businesses
1400+ Business Plans & Pitch Decks Delivered Successfully delivered investor-ready business plans and pitch decks across 80+ industries.