Current Employment Status:
Hired Part Time on Aug 24, 2024
I help businesses clean up their books, streamline operations, and eliminate manual work through QuickBooks Online, workflow automation, and AI systems.
Portfolio:
If you're dealing with:
• Messy or outdated books
• Manual and repetitive tasks
• Disorganized workflows
• Missed follow-ups and leads
• Systems that don't work together
That's where I come in.
***WHAT I CAN DO ***
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Operations & Automation
• Workflow automation using Make, Zapier, and n8n
• CRM setup and optimization (GoHighLevel, HubSpot)
• AI voice agents with Retell AI
• Agentic AI workflows using OpenClaw
• SOP creation and process improvement
• API integrations and connected systems
Bookkeeping
• QuickBooks cleanup and catch-up
• Bank reconciliations and transaction categorization
• AP/AR management
• Monthly financial reporting
• Multi-entity and short-term rental bookkeeping
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CORE TOOLS
QuickBooks | Zapier | Make | n8n | GoHighLevel | HubSpot | Retell AI | OpenClaw |Claude Code
Codex | Google AI Studio
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NEXT STEP
If your books are behind, your workflows are messy, or you're spending too much time on repetitive tasks, let's talk.
Send me a message and let's fix one bottleneck in your business this week.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
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Judy Bass
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