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Bring structure to your work-life.

Optimize your business today!

 

 

I work with clients, providing services that are catered specifically to their business needs. Take a look below at the services I offer and get in touch to achieve immediate results.

 
 
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Custom Template & Workflow Building

I will help you to automate your business, letting your work to complete itself. Beginning with templates suited to your Business branding and voice, we will build out automated workflows to get these sent automatically, or with the click of a button!
What does this mean? Worried about missing leads because of a lack of follow-ups? Let's build a workflow to take care of that for you.

Bookkeeping Clean-up & Monthly Services

Do you dread tax season? Hate writing notes to yourself to remind you to add a business expense to your work records? Let me get your accounting in order, untangle reconcilation messes, and make sure you are maximizing your business’ deductions.
Billed at a flat rate for cleanup work, and monthly rates for ongoing services, save on hiring an employee or firm and get things done efficiently!

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CRM Optimization

Struggling to find a Client Relationship Management (CRM) tool that fits your needs? Do you have a CRM and find that you are only using the bare minimum? Let me not only setup your account, but provide you with an easy to use training guide to lead you to success!
Stop losing sleep on admin worries, my services are billed at a flat rate for Account Setup, and monthly rates for ongoing Account Management.

 
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A Top 10 Service

Click below to see what my past client have to say

 
Let your creative mind do what it does best, create! While I plan, organize, and automate your business.
— Alexa Rubin, The Workflow Guru

Follow us on Instagram!

@theworkflowguru