Lite Bookkeeping and Finance Tracking Premium Package
Starting at
$
25
/hrAbout this service
Summary
FAQs
Why Work With Me?
(1) Tailored Solutions: I customize every service to fit your unique business needs, whether you’re a consultant, ecommerce business, or small/medium enterprise. (2) Comprehensive Toolset: I leverage a wide range of tools, including Zapier, QuickBooks, Excel / Google Sheets, and Monday.com to streamline your processes and help you grow. (3) Clear Communication: You’ll always know what to expect, with regular updates and open communication throughout our work together.
Privacy Policy
Data privacy is taken very seriously. Any "personal information" displayed in my uploaded works is entirely fictional and used solely for demonstration purposes. Any personal data obtained during the process is destroyed by or at end of contract.
What's included
Automated Expense Tracking & Reporting
Automatically track expenses and generate detailed, real-time financial reports. Sync data from ecommerce platforms, invoices, and payments for effortless tax preparation and financial oversight.
Centralized Financial Data Management
Establish a single hub for all financial data. Automatically organize income, expenses, and budgets into well-structured spreadsheets, ensuring accuracy and ease of tracking.
Financial Reporting Automation
Generate regular (weekly or monthly) financial reports, including profit and loss statements, balance sheets, and cash flow analyses, providing actionable insights for informed decision-making.
Invoice Creation & Payment Tracking
Simplify invoicing and ensure smoother cash flow by automating invoice creation, tracking payments, and sending reminders to clients for timely collections.
Budgeting & Cash Flow Management
Implement automated tools to monitor cash flow, set financial goals, and forecast budgets, keeping your business aligned with its financial objectives.
Bank Reconciliation Automation (BONUS for new clients)
Streamline bank reconciliation by syncing transactions directly from your bank accounts. Automatically match records for error-free, up-to-date books.
Recommendations
(5.0)
Client • Aug 21, 2025
Recommended
Working with Adrienne was a game changer for my outreach. She set up two AI email campaigns for me, and both saved me so much time and frustration. For the Entrepreneur Outreach Campaign, Adrienne handled all of the Instantly.ai setup — from account integration and warm-up settings to creating the actual campaign structure. I had been struggling to figure out how to scale my outreach, and she solved that problem in one go.
Client • Dec 5, 2024
Recommended
"Working with Adrienne was a game-changer for my 28th Awards Ceremony program. She skillfully leveraged Zapier to automate and streamline my event feedback process, creating a seamless system for eliminating the need for manual email distribution. Her expertise not only saved me valuable time but also ensured data was well-organized in a custom database. I’m looking forward to collaborating with her on automating parts of my upcoming course enrollment for my recovery support group.
Skills and tools
Financial Analyst
Virtual Assistant
Business Consultant
Google Apps
Microsoft Excel
Quickbooks
Zapier
Industries