Set up the back office your company keeps putting off.
I help companies get operations running, so quotes, purchase orders, invoices and the books all agree with each other.
From first price to closed books
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Quote
What you'll charge, with the margin checked before it goes out.
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Purchase order
What you order from vendors to deliver what the customer approved.
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Invoice
What you bill, matching what was quoted and delivered.
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Books
Every transaction recorded, so you can see what you actually made.
What I can set up with you
- Operational setup
- The accounts, tools, processes and checklists your company needs, done in an order that makes sense for your business.
- Bookkeeping
- A chart of accounts, transaction categories, reconciliations, and a month-end routine you can keep up with.
- Quotes
- Quote templates, pricing and margin checks, and a clear path from a quote to a signed order.
- Purchase orders
- Vendor setup, purchase order templates, and matching what you ordered to what arrived and what you were billed.
- Invoicing
- Invoice templates, billing schedules, overdue follow-up, and an accurate record of who owes what.
Other work I do
- Sales and revenue operations. CRM setup and cleanup in Salesforce and HubSpot, commission plans, territory planning and forecasting.
- Reporting and automation. Dashboards in Tableau and Power BI, plus SQL, Python and Excel work that replaces repetitive manual steps.
- System moves and process fixes. CRM and ERP migrations, data cleanup, and redesigning processes that have stopped working.
Tell me what's getting messy
Send a few lines about what your company does and where things are getting stuck. I'll reply with whether I can help and what I'd do first.
This is operational help, not tax, legal or audit advice. For those, please work with a licensed professional.