Preston C.

Automation Consultant | CPA | BusOps | n8n, Make, ChatGPT, Claude

The two-second version: I'm a CPA and consultant with several years of AI automation experience in Make, n8n, Zapier, and several other automation tools and software. I've developed automation solutions used by PwC, Halliburton, Baker Hughes, CenterPoint Energy, Lumen Technologies, and several others such as accounting firms, financial service companies, marketing agencies, and home service companies. View my portfolio below to learn more about me. Excited to chat! ——— The longer, sit-down version: Thanks for clicking on my profile! I'm Preston. You've likely arrived here because of my prowess in automation and business operations. I'm a CPA with several years of experience in automation, AI, and business operations consulting. I previously worked as a consultant in public accounting for 6 years, where I developed automations (among other things) for several Fortune 500 companies. I also developed a long list of automations that were used internally, some of which include data ingestion, depreciation calculation, and reporting automations. I also spent about two years in business operations and financial analysis, where I supported in strategic decision-making, M&A transactions, and financial reporting. I spearheaded an AI and automation effort to improve internal reporting and the decision-making process. In the last few years, I've worked with many firms to develop roadmaps and use AI and automations for their business needs. These included (but are not limited to): - Client onboarding - AI proposal generation - AI email inbox manager - Email document intake - Invoicing - Time tracking - Lead gen - Content generation systems - Custom AI projects - Custom Excel macros and Google Apps Scripts - Claude Skills - Claude Code - Client deliverables - C-suite briefs When you choose to work with me on Upwork, we'll conduct an onboarding call covering the following: 1. Discuss the project and key requirements. 2. Get access to all necessary platforms and ensure safe password sharing during the course of my project. 3. Develop a timeline. 4. Go over the deliverables and project completion. I genuinely enjoy learning about new businesses and helping them grow and improve. I'd love for my projects to turn into long-term partnerships that allow both of us to thrive. Sincerely looking forward to working with you. Let me know if you have any questions or want further information and we can connect. Best, Preston P.S. If you require support in an area that wasn't listed above, I encourage you to still reach out. Automation can often be unique depending on each business and their requirements, but the fundamentals are the same. I love learning about new businesses and developing novel automations, and I'm more than willing to be flexible if it makes sense for the both of us.