Intuit QuickBooks
Transaction categorization, reconciliation, invoices, bills, supporting records and reports prepared for review.
Tools & platforms
The tools and what I use them for.
I work within the systems your business already uses whenever practical. The right setup depends on your workflow, access controls and the responsibilities we agree on.
01
Bookkeeping & spreadsheets
For maintaining records, reviewing activity and keeping working trackers current.
Xero
Day-to-day bookkeeping, reconciliation, invoice and bill administration, document support and record maintenance.
Microsoft Excel
Reconciliation support, structured trackers, data cleanup, working schedules and organized review lists.
Google Sheets
Shared trackers, status lists, collaborative updates and information that needs to stay visible.
02
Documents & file management
For keeping business information organized, accessible to the right people and easier to find.
Google Workspace
Gmail, Calendar, Docs, shared files, meeting coordination and day-to-day collaboration.
Microsoft 365
Outlook, Word, Excel, calendars, shared documents and administrative coordination.
Google Drive
Folder organization, naming conventions, permissions, document collection and shared working files.
Dropbox
Structured file storage, document sharing, uploads and archive maintenance.
OneDrive
Microsoft-based file organization, controlled sharing, document maintenance and team access.
PDF Editing
Combining, separating, organizing, preparing and updating routine PDF documents and forms.
03
Work management & automation
For making responsibilities, deadlines, handoffs and recurring work easier to follow.
ClickUp
Recurring tasks, owners, due dates, checklists, status visibility and documented workflows.
Asana
Project coordination, recurring responsibilities, task dependencies, deadlines and follow-up tracking.
Trello
Visual task boards, simple pipelines, checklists, work stages and lightweight coordination.
Notion
Process notes, SOPs, knowledge pages, checklists, reference material and shared workspaces.
monday.com
Workflow boards, responsibility tracking, status updates, recurring work and team visibility.
n8n
Connecting routine steps, routing information and triggering reminders, with human review in the process.
04
Communication & CRM
For clear updates, meetings, contact records, follow-ups and customer information.
Slack
Day-to-day updates, questions, handoffs, channel organization and communication around active work.
Zoom
Discovery calls, working sessions, process walkthroughs and regular remote check-ins.
Microsoft Teams
Team communication, meetings, shared files, updates and coordination within Microsoft environments.
Google Meet
Remote meetings, screen sharing, walkthroughs and check-ins connected to Google Workspace.
HubSpot CRM
Contact records, pipeline updates, activity notes, task reminders and follow-up administration.
Salesforce
CRM record maintenance, contact and opportunity updates, task tracking and information accuracy.
05
Creative & technical support
For preparing clear business materials and supporting simple website or workflow-related updates.
Canva
Simple branded documents, presentations, templates, checklists and client-facing materials.
Visual Studio Code
Structured website edits, configuration work, documentation and supporting technical workflow tasks.
Your setup comes first
I can work with your current tools.
You do not need to change platforms simply to work with me. We can review what is already in place and agree on the safest practical way to manage access and responsibilities.
Discuss Your Setup