💡 Financial Flow Fix – Audit & Automation Sprint
Starting at
$
295
About this service
Summary
I help lean teams clean up their financial systems and streamline back-office chaos with smart, no-fluff audits and automation. With a background in tech and finance, I bring both strategic clarity and hands-on solutions — from cash flow reviews to Google Sheets builds and vendor process fixes.
What's included
Financial Systems Audit & Action Plan
You’ll receive a concise 2–3 page audit identifying your top financial and operational bottlenecks, with 3–5 specific recommendations tailored to your systems, tools, and workflows. If applicable, I’ll also include a lightweight custom tool (e.g., Google Sheet, Stripe flow, HubSpot cleanup, etc.) to solve a key issue or automate a manual task. Includes 7 days of async support via email or Zoom for questions and tweaks.
Duration
1 week
Skills and tools
Automation Engineer
CFO
Business Operations
Google Sheets
HubSpot
Quickbooks
Stripe
Zapier
Industries
Nonprofit
FinTech & Payments
Sales