This portfolio sample demonstrates how I organize scattered administrative data into clear, practical Excel-based tools that support day-to-day operations.
The goal of this project is to improve visibility, reduce manual follow-up, and make routine administrative information easier to review, update, and use.
WHAT I WORK ON
Organize and clean administrative data.
Structure Excel trackers and control files.
Consolidate information from multiple sources.
Create practical follow-up tools.
Identify missing, duplicated, or inconsistent records.
Improve visibility into pending tasks and deadlines.
Build easy-to-maintain operational controls.
MY APPROACH
I focus on creating simple, functional tools that are easy to use and maintain.
Rather than adding unnecessary complexity, I organize existing information into clear structures that help teams work more efficiently and maintain better control over routine administrative processes.
SERVICES AVAILABLE
Excel and back office support is available in English and Spanish, including:
Excel file organization
Data cleanup
Administrative trackers
Task and deadline follow-up
Supplier and customer controls
Report preparation
Data entry support
Information consolidation
Document organization
Operational back office support
Project Type: Portfolio Sample
Languages: English and Spanish
Small business owners: your books don't have to be overwhelmed.
I'm building Balanced by Ash to help small businesses keep their bookkeeping organized and up to date.
I can help with: Quickbooks online bookkeeping, Transaction categorization, Bank and account reconciliations, accounts payable and receivable, invoicing, data entry and bookkeeping cleanup, basic financial reports.
I'm QuickBooks trained and Intuit Bookkeeping certified, and I'm currently taking on small freelance bookkeeping projects.
If your books need a little organization-or you have bookkeeping work that's been sitting on your to-do-list-I'm available for project-based work.
I built an AI voice ordering workflow to help a restaurant capture customer orders and pass them to the kitchen with less manual work.
Using Vapi, I configured a voice assistant with the restaurant’s menu and prices to collect customer details and orders. After each call, a webhook triggers an n8n workflow, where OpenAI extracts the order into structured data. The workflow then notifies the kitchen and logs the order in Google Sheets.
I handled the voice assistant setup, webhook integration, AI prompts, and workflow implementation. The solution reduced manual order entry and made order information easier for the kitchen to access.
Tools: Vapi, n8n, OpenAI, Google Sheets, and webhooks.
The client's inventory wasn't organized. Products weren't consistently recorded, there was no SKU structure, and the system's stock figures didn't match what was physically on the shelves. That made it hard to know what they really had, what it was worth, and what their cost of sales should be.
What I did
Chose the right tool. I recommended QuickBooks Plus, which handles inventory tracking properly, rather than patching up spreadsheets.
Built the product list. I added every product to the system and allocated a clear SKU to each one.
Sorted the inventory. I organized the stock records so each item could be identified and tracked.
Reconciled to a physical count. I compared the system quantities with the actual stock on hand and resolved the differences.