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Nathali Sade W.

Nathali Sade W.

US Tax Support | Bookkeeping | Operations Specialist | TaxDome Expert

Is your firm struggling with disconnected workflows, broken automations, inconsistent processes, or a TaxDome setup that's no longer supporting your team? I help tax and accounting firms streamline operations, optimize workflows, and build scalable systems that improve efficiency, accountability, and the overall client experience. My approach goes beyond TaxDome implementation. I evaluate how your firm operates, identify operational bottlenecks, and design practical solutions that align your people, processes, and technology. How I Help ✔ TaxDome Audits & Operational Assessments ✔ TaxDome Implementation & Optimization ✔ Workflow Design & Automation ✔ Pipeline Configuration & Client Journeys ✔ Practice Management & Operational Consulting ✔ SOP Development & Process Documentation ✔ Team Workflow & Responsibility Mapping ✔ Client Onboarding & Experience Optimization ✔ Tax Operations & Practice Support Platforms TaxDome • ClickUp • QuickBooks Online • ProConnect • Tax Planner Pro • Gusto • Xero • Wave • Dubsado • Asana • SmartSuite • TaxBandits • CaseMail Over the past 10 years, I've supported U.S. tax and accounting firms by improving operations, implementing scalable systems, and helping teams work more efficiently. Whether you're implementing TaxDome for the first time, cleaning up an existing environment, or redesigning your firm's operational workflows, I focus on building practical solutions that support long-term growth. If you're looking for someone who can improve the way your firm operates, not just manage day-to-day tasks, then I'd love to connect.

🇱🇨Castries, Saint Lucia$30/hr100% JSS4.80 (13)Since May 2021

Skills

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