What's included

• NetSuite Workflow & Reporting Audit

  I’ll review your NetSuite instance and deliver a customized set of workflow, reporting, or dashboard improvements — focused on automation, clarity, and async financial operations. Typical use cases: – Saved search cleanups – Dashboard setup for execs or ops – Workflow trigger or approval logic Ideal for e-commerce, SaaS, and lean finance teams. Available in hourly blocks. No calls required — async only.

• NetSuite Setup & Customization for Startups

  Full NetSuite setup and customization for growing teams. I’ll configure your NetSuite instance from scratch or clean up an existing setup — with a focus on: – Custom fields & forms – Saved searches & dashboards – Roles, permissions, and workflows – Purchase, fulfillment, or AP/AR modules Includes async documentation, testing, and implementation support. Ideal for e-commerce, tech, or finance-led teams scaling into NetSuite.

• Custom SOP System – Async Ops & Finance Playbook

  I’ll design and deliver a complete SOP system tailored to your company’s finance or operational workflows — async and fully documented. Includes: – Process mapping – SOP templates & documentation – Naming conventions & file structuring – Async collaboration guides – Optional Notion or Google Drive setup Ideal for founders, finance leads, and fast-scaling teams who want clarity, consistency, and async execution without micromanaging. Can be paired with NetSuite cleanup, dashboards, or controller services.

• Fractional Controller – Async Monthly Finance Oversight

  I’ll act as your async controller — delivering high-level finance oversight, AP/AR support, cash flow review, and reporting process improvements without the need for full-time staff. Includes: – Monthly close guidance – Budget vs actuals reporting – AP/AR tracking support – Cash flow oversight – Async finance strategy and analysis Perfect for lean teams, startups, or international founders needing async, senior finance help — without live calls or micromanagement.