Customized Essential Financial Automation Package

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Adrienne Moreno

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About this service

Summary

I provide customized lite bookkeeping, financial tracking, and workflow automation solutions tailored to ecommerce businesses, consulting firms, and small/medium businesses. Using powerful tools like QuickBooks, Google Sheets, Zapier, and Monday.com, I streamline financial management, automate reporting, and simplify complex processes like bank reconciliation and expense tracking. What sets me apart is my ability to integrate multiple platforms seamlessly, creating automated workflows that save time, reduce errors, and empower businesses to focus on growth.

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 (depending on the complexity of the workflows, tools involved, and the number of accounts and transactions needed to be synced):

Initial Setup: 9-13 hours (one time)

Ongoing Monthly Maintenance: 4-7 hours per month

**Estimated Pricing: $250–$400/month based on business size and transaction volume.

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.
Data Privacy
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
Sync expense data from invoices, payments, or eCommerce platforms into a centralized system for real-time updates and simplified tax preparation.
Invoice Creation & Payment Tracking
Streamline invoice generation and automate reminders to clients, ensuring timely payments and smoother cash flow management.

Example projects

Expense Inventory Report

Tailored Estimates & Invoices for Seamless Business Operations

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