AI Workflow Automation Specialist | Former Bookkeeper | Xero, QuickBooks, Zapier, Make, GHL | Streamlining Finance & Workflows AI Workflow Automation Specialist |
Former Bookkeeper | Xero, QuickBooks, Zapier, Make, GHL | Streamlining Finance & Workflows
I started my career as a bookkeeper, managing financial records, reconciliations, and reporting for businesses.
Over time, I noticed how much time was wasted on repetitive tasks—data entry, invoice processing, reporting, and manual follow-ups.
That’s what led me to AI workflow automation—using tools like GPT, Zapier/Make, GHL, and automation platforms to streamline finance and operational workflows.
Services I Offer
Bookkeeping & Accounting Support
Xero & QuickBooks setup, cleanup, and migration
Monthly bookkeeping & bank reconciliations
Accounts payable & receivable management
Financial reporting for clarity and growth
AI Automation & Workflow Optimization
Business process automation with Zapier & Make
CRM, funnel, and lead automation using GoHighLevel
App integrations to reduce manual tasks
AI-driven workflow improvements
Why Work With Me
Accurate, compliant, and up-to-date bookkeeping
Customized automations built around your business
Reduced manual work and improved efficiency
Clear communication and reliable support
Ready to simplify your finances and automate your workflows?
Send me a message to discuss how I can support your business.
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