Freelancers using Smartsheet
Freelancers using Smartsheet
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Elvira Pena
PRO
Baldwin Park, USA
Bookkeeper & tax pro managing 90+ clients—cleaning up books,
New to Contra
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Bookkeeper & tax pro managing 90+ clients—cleaning up books,
11
Led Accounting Ops for High-Volume Auto Dealership – 2,000+ Transactions/Month I ran the accounting function for a wholesale auto dealership, handling over 2,000 transactions per month across sales, inventory, and vendor accounts. I built the workflow from scratch, cleaned up Dealertrack data, helped sync up other departments so financials could be tracked, supported team members who needed help learning proper entries, and worked beyond my title—doing controller-level work without the controller-level pay. In the end, I advised leadership on financial red flags and recommended winding down operations. They chose not to—and filed bankruptcy shortly after. Not every job ends in a portfolio-perfect story. But this one taught me how to lead, stay honest, and stand firm on the numbers—even when no one wants to hear them.
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Bookkeeping & Tax Support for 90+ Clients – CPA Firm I manage bookkeeping for a portfolio of over 90 active clients—primarily in dentistry, law firms, PR, retail, and others. My work includes: • Cleaning up QuickBooks registers and building smart rules to automate categorization • Reconciling multiple accounts monthly, ensuring accurate and up-to-date financial records • Preparing monthly and quarterly financial statements to support decision-making and tax planning • Collaborating with the CPA team on tax compliance, filings, and audit readiness • Helping small business owners understand their numbers and improve how they manage their cash flow Whether it’s a dental office, a solo law practice, or a retail store—I bring structure, clarity, and efficiency to the table so clients can focus on running their business.
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Helping a Design Firm Build Financial Structure That Actually Works When I started working with this Design Firm in City of Industry, CA, their books were scattered across platforms—some in QuickBooks, some in Studio Designer, and some... in inboxes. We built a cleaner system from the ground up: Cleaned up reconciliations Built consistent AP/AR processes Used Smartsheet to track jobs & cash flow Generated reports that the owner could actually use I’m not a Studio Designer pro, but I learned enough to keep it all moving. The goal wasn’t perfection—it was peace of mind.
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156
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Tax Prep & Bookkeeping Support – Tax & Financial Firm I was full-time at this tax firm, handling everything from bookkeeping and financial reporting to client calls, office ops, and tech troubleshooting. I: • Maintained QuickBooks records and managed AP/AR • Prepared monthly reports and supported tax prep for clients • Handled incoming docs, organized data, and tracked filings • Ran front office duties, client communications, and scheduling • Built out filing systems that actually made sense for the team • Stepped in for IT support when systems broke during tax season It wasn’t glamorous—but I kept it all running. Being a Swiss Army knife taught me how to juggle pressure, solve problems fast, and never let the books fall behind.
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14
Smartsheet
(3)
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Nikko Ko
PRO
Jersey City, USA
Project Manager, Scrum Master and Digital Business Manager
New to Contra
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Project Manager, Scrum Master and Digital Business Manager
20
ERP Project Management: Discovery to Launch Overview Led a multi-year project from discovery to launch, managing planning, execution, testing, and delivery. Coordinated cross-functional teams to complete and approve all deliverables. Responsibilities Defined scope and timelines Managed risks, dependencies, and stakeholders Oversaw testing and launch readiness Tools Slack · Oracle ERP · Smartsheet · Trello Key Challenge: UAT Testing Low UAT engagement threatened the launch timeline. Actions & Outcome: Simplified test scenarios and phased execution and increased communication Resolved issues without delaying launch Results 100% of deliverables completed and presented Successful launch with stakeholder approval Key Takeaway Delivered complex projects end-to-end while overcoming adoption challenges through proactive leadership.
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Team Management & Delivery Support I help teams plan, organize, and deliver work efficiently by providing structured project management, clear communication, and accountability across stakeholders. With experience leading cross-functional teams from discovery through launch, I support teams in aligning priorities, removing blockers, and delivering results on time. Offerings include: Project and delivery management across the full lifecycle Team coordination and workflow optimization Stakeholder communication and status reporting Risk, dependency, and issue management User adoption testing coordination and launch readiness Tool setup and optimization (Slack, Smartsheet, Trello, Oracle ERP) I bring clarity to complex initiatives, improve team alignment, and ensure deliverables move forward with transparency and control.
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Digital Business Management I help digital businesses operate efficiently and scale sustainably by managing day-to-day operations, aligning teams, and optimizing systems that support growth. With experience across project delivery, operations, and cross-functional coordination, I provide structure, visibility, and accountability to keep digital initiatives moving forward. Offerings include: Day-to-day digital operations management Project and delivery oversight across teams and vendors Workflow, process, and system optimization KPI tracking, reporting, and performance management Tool setup and optimization Stakeholder coordination and executive support I act as the operational backbone of digital teams—streamlining execution, reducing friction, and enabling leaders to focus on strategy and growth.
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Operations Management & QA Testing I support organizations by strengthening operational processes and ensuring quality through structured management and thorough testing. With experience working across cross-functional teams and enterprise systems, I help improve efficiency, reduce risk, and ensure products and processes are launch-ready Operations Management Offerings Process optimization and operational workflow design Resource, timeline, and dependency management Cross-team coordination and operational reporting Risk identification and issue resolution Tool optimization and operational support QA & User Acceptance Testing (UAT) Offerings: Test planning, coordination, and execution support Test case creation and documentation UAT coordination and user adoption support Defect tracking, prioritization, and resolution management
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15
Smartsheet
(3)
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Awa Ndiaye
PRO
Washington, USA
Scroll down to see my projects!
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Scroll down to see my projects!
0
Optimizing a Newsletter Through Data Analytics + A/B Testing
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49
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The Building Blocks of an Effective Press Release
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32
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Driving Post-Event Engagement with Email
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24
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Old Dog, New Tricks: How to Market a New Product
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20
Smartsheet
(1)
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Marissa Garza
Wheaton, USA
I Help You Scale Ops Efficiently with Digital Transformation
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I Help You Scale Ops Efficiently with Digital Transformation
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Data-Driven Workflow Optimization for Tech Startup
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11
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Agile Transformation for Small Tech Team
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20
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Database Implementation
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18
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Smartsheet
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Rachel Cheeks
Cockburn Harbour TKCA 1ZZ, Turks and Caicos Islands
Innovative Digital & Brand Strategist
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Innovative Digital & Brand Strategist
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PRODUCT STRATEGY @GUBI
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5
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ECOMMERCE GROWTH @ARITZIA
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7
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SHOPIFY & KLAVIYO @KLOZET
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7
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META ADS @13BARRELSBREWING
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6
Smartsheet
(1)
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Newton Kaloki
Los Angeles, USA
Strategic marketer driving growth through innovation.
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Strategic marketer driving growth through innovation.
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Innovative Marketing Strategies Guide
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1
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Strategic Innovation Alignment Project
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0
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Innovation Program Development for IMD Business School
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1
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Kristin Arena
Philadelphia, USA
Solution-Oriented VA, Process & Project Improver
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Solution-Oriented VA, Process & Project Improver
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Document Management in Smartsheet
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46
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Process Improvement Workflow
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14
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Project Management for a Business Launch
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18
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Smartsheet
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Gabriela de Souza Campana
Ubatuba, Brazil
Experienced Project and Product Manager
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Experienced Project and Product Manager
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Google Rio 2016 Olympics
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12
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Nomad Headless Store Maintenance
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9
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Fleo e-Commerce Development
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1
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HexClad e-Commerce Redesign
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13
Smartsheet
(1)
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