Automation & Process Improvement
Make the work
run better.
Scope defined upfront.
Practical automation and process improvement for solo bookkeepers and small ops teams. The free initial offer is a 15–20 minute exploratory conversation to understand your business and assess fit. There is no obligation.
Solo senior · 20+ years
What I Do
Better systems first.
Senior support where it helps.
Automation and process improvement lead the work. Setup, online presence, and finance leadership support the operating system around it.
Cut repetitive work with Google Workspace, spreadsheet templates, and workflow automations that are tested in your environment.
Map the current workflow, clear the bottlenecks, and build repeatable operations that don't rely on you doing everything manually.
Add senior finance guidance through close automation, KPI visibility, and a recurring review cadence when the workflow needs more than a one-time fix.
Get practical setup, lead capture, and local positioning support that gives the improved process somewhere useful to run.
Published Packages
Start with the workflow.
Add the right level of support.
Every package is a written, senior-led scope. The first two focus on automation and process improvement; fractional CFO support is available when you need recurring finance leadership.
Solo bookkeepers and small ops teams needing a focused first workflow improvement.
Senior-led diagnostic, one starter bookkeeping or automation deliverable, Loom walkthrough, and 7–10 business-day monthly-cadence turnaround.
See package detailsSolo bookkeepers growing into fractional work and operators who need finance-tool/pipeline integration.
Senior-led bank-feed, Stripe, and invoicing wiring, one end-to-end reconciliation flow, lead-to-cash pipeline, and fixed-scope monthly cadence.
See package detailsSolo bookkeepers needing recurring close automation, KPI visibility, and senior monthly review.
Monthly close automation, KPI dashboard, senior-led monthly review, and handoff documentation.
See package detailsAd Hoc Automations
Ad hoc automation work is handled separately from the published monthly retainers.
How It Works
Improve the work
that repeats.
Start with a conversation about your business and the workflows you want to improve. If it is a fit, any engagement has a written scope.
Request a free 15–20 minute exploratory conversation through the intake form. I will understand your business and assess fit. There is no obligation.
We can discuss repetitive administration, reporting, follow-ups, and handoffs to understand the process you want to improve.
If there is a fit, the next step is a written scope that sets out the work and price before an engagement begins.
For an agreed engagement, process documentation and handoffs can be part of the scope. Fractional CFO support remains available as a secondary service when relevant.
Ready to Get Started?
Let's talk through
what's slowing you down.
Request a free 15–20 minute exploratory conversation to help me understand your business and assess fit. There is no obligation, and submitting the intake does not book a call.