Lite Bookkeeping and Finance Tracking Premium Package

pro

Adrienne Moreno

5

(1)

Starting at

$

25

/hr

About this service

Summary

Transform your financial operations into a seamless, automated system with solutions designed to save time, reduce errors, and ensure sustainability.
Leveraging tools like Zapier, Excel, QuickBooks, and Google Apps, I streamline financial operations by automating and centralizing key processes. I design workflows that handle tasks such as expense tracking and reporting, financial data organization, and invoice management, ensuring accuracy and real-time updates.
My approach focuses on creating tailored solutions that automate processes like generating financial reports, managing budgets, and reconciling bank accounts, all while simplifying cash flow management. By integrating strategic automation, I help businesses enhance operational efficiency, minimize errors, and gain actionable insights—empowering them to achieve sustainable growth with confidence.

Process

1. Initial Consultation
What to Expect: We start with a brief consultation to discuss your business’s current financial processes and specific needs. I’ll assess your bookkeeping and finance tracking challenges to identify areas where automation and streamlining can help.
2. Customized Financial Strategy & Proposal
What to Expect: After understanding your needs, I’ll provide a customized proposal detailing the tools and strategies we’ll use, such as automating expense tracking, generating financial reports, or setting up bank reconciliation systems to offer a clear roadmap of how we’ll improve your financial processes and help save time on bookkeeping tasks.
3. Onboarding & Setup
What to Expect: Once the proposal is approved, we’ll begin the onboarding process, where I set up the tools and integrations needed for your business.
4. Implementation & Automation
What to Expect: I will implement automation workflows for expense tracking, invoice generation, and financial reporting to help ensure that reports and reconciliation happen in real-time, minimizing manual entry and errors.
5. Testing & Optimization
What to Expect: After setup, I’ll test the workflows to ensure everything is working smoothly. I’ll check that data flows correctly, reports are accurate, and reconciliation is seamless. This will help ensure your financial tracking system is optimized and running efficiently.
**Estimated Time: 30-50 hours depending on the complexity of the workflows, tools involved, and the number of accounts and transactions needed to be synced.**

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.

Example projects

Personalized Automation Solutions

Mindful Spending Expense Inventory Report

Cash Flow Statement for Sustainable Growth

Recommendations

(5.0)

Gwendolyn Jones

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

E-Commerce
Small and Medium Businesses
Sustainability

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