Disorganized records, repetitive administrative work, and unclear processes can slow down an entire business. I help small business owners and remote teams keep their information, recurring tasks, spreadsheets, and business records organized through accurate support, practical systems, and dependable follow-through.
I bring more than 15 years of combined experience across operations, business development, customer service, administrative support, reporting, data management, and process improvement.
My background includes seven years in international shipping and logistics, where I coordinated with Operations, Finance, Sales, and Documentation teams, maintained KPI reports, supported SOP compliance, and helped improve workflows using Lean and Kaizen principles.
Throughout my career, I have developed a habit of looking beyond the immediate task. I notice recurring issues, identify missing or inconsistent information, and create straightforward systems that make work easier to manage.
Administrative and Operations Support
- Document preparation · file and folder organization · task tracking · SOP and process documentation · online research · forms and trackers · follow-ups · cross-team coordination · recurring task support · workflow improvement · reporting assistance
Excel, Google Sheets, and Data Management
- Spreadsheet setup and cleanup · data entry · data verification · duplicate checking · list organization · formulas · pivot tables · KPI tracking · report maintenance · data standardization · CSV cleanup
Financial Data Entry and Record Organization
- Income and expense data entry · receipt and document organization · invoice tracking · payment-status tracking · transaction categorization based on client or accountant instructions · financial spreadsheets · duplicate transaction checking · preparation of organized records for accountant review
My experience includes creating and monitoring invoices in Xero, assisting with basic transaction and payment tracking, maintaining spreadsheet records, and tracking my own freelance income and expenses.
I am currently studying bookkeeping and QuickBooks Online as part of my transition into bookkeeping support. At this stage, I focus on accurate financial data entry and record organization rather than independent accounting decisions or full-charge bookkeeping.
CRM and Records Management
- Salesforce and CRM data entry · contact database maintenance · information verification · record cleanup · customer and vendor data organization
Social Media and Content Support
- I have hands-on experience building and managing a Facebook business page, creating and testing social media content, posting in relevant Facebook groups, and running basic Meta Ads.
I can create simple visuals in Canva and develop more detailed content concepts with the support of carefully structured AI prompts.
Tools
- Microsoft Excel · Google Sheets · Google Workspace · Salesforce · Shopify · Xero · Monday · Trello · Mailchimp · Canva · Meta Business Suite · Calendly · ChatGPT · Claude · ActiveCampaign · Zoom
I learn new systems quickly and am comfortable following written procedures, templates, and established workflows.
What you can expect fro-----------:
= Careful attention to detail
= Accurate and organized data handling
= Clear communication and dependable follow-through
= Early communication when information is missing or unclear
= Respect for confidentiality and established procedures
= A practical approach to improving records and workflows
I am best suited to clients who need dependable backend support, cleaner spreadsheets, organized records, consistent data entry, and someone who can work independently while following clear instructions.
