Hi!
Running a business is already a full-time job. The books and the backend shouldn’t be another one.
I help business owners with two things that usually go hand in hand:
Bookkeeping and Accounting:
I keep your finances clean, accurate, and actually useful. Not just for compliance, but for making real business decisions with confidence.
Business Automation:
I look at the tasks your team does manually every single day and figure out what can run on its own.
Things like:
- Sending follow-up
- Copying client info from one app to another
- Chasing unpaid invoices one by one
- Updating spreadsheets that should be pulling data automatically
- Scheduling appointments back and forth over
- Sending the same onboarding docs to every new client
Most of that doesn’t need a person. It needs the right setup.
I build the workflows that handle the repetitive work in the background so you and your team can focus on what actually moves the business forward.
A lot of clients start with just the bookkeeping or just the automation. But once they see how well the two work together, it's hard to go back to doing either in isolation.
My Background:
- Business Automation & Workflow Building, 4 years
- Process Improvements, 5 years-
Management & Leadership, 3 years
- Bookkeeping & Accounting, 5 years
- QuickBooks Online, 4 years
- Financial Reporting, 4 years
- Payroll Processing, 3 years
Industries I've Worked With :
Coaches, real estate & property management, restaurants, law firms, mortgage, IT, cybersecurity, and marketing.
Tools I Work With:
Finance & Accounting
- QuickBooks Online
- Xero
- Zoho Books
- Gusto
- ADP
-
- Stripe
- Liveflow
Automation & CRM
- GoHighLevel- Zapier
-
- Claude AI
Project & Comms
- Asana
- ClickUp
- Trello
- Slack
- Zoom
- simPRO
- Google Workspace & Microsoft 365
If your books are messy or your team is stuck doing the same manual tasks every week, let's talk.
Send me a message or book a call directly from my profile.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
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