Shannon B.

Your financial information should help you run your business, not leave you wondering where your money went, which spreadsheet has the correct numbers, or why a ten-minute task has somehow consumed your afternoon. Whether you're a small business owner trying to get organized or a growing company that needs clearer financial reporting, you deserve tools that make your work easier, not more complicated. I help businesses organize financial records, build useful spreadsheets, and bring order to everyday financial and administrative tasks. The goal is simple: less time hunting for information and more confidence in the numbers you use to make decisions. EXCEL & GOOGLE SHEETS A spreadsheet is only useful if it answers the questions you actually have. I create custom Excel and Google Sheets tools designed around your business, your workflow, and the information you need to see. I can help with: - Income and expense trackers - Budgets and financial forecasts - Cash flow trackers and monthly summaries - Financial dashboards and reports - Invoice and payment logs - Project cost trackers - Spreadsheet cleanup and formula troubleshooting - Custom templates that are easy to update You won't be left with an impressive-looking workbook that nobody knows how to use. I'll focus on clarity, accuracy, and practical day-to-day use. BOOKKEEPING & FINANCIAL RECORD ORGANIZATION If receipts are scattered, transactions are uncategorized, or records are spread across several files, it's difficult to get a clear picture of your business. I can help you: - Organize and categorize income and expenses - Consolidate records into consistent formats - Clean up existing financial spreadsheets - Identify missing information and discrepancies for review - Prepare monthly income and expense summaries - Create repeatable recordkeeping templates - Organize documentation for your accountant or tax preparer The aim isn't just to clean up the past. It's to give you a manageable system for keeping things organized going forward. FINANCIAL & ADMINISTRATIVE ORGANIZATION Sometimes the problem isn't the numbers. It's the time wasted searching for documents, repeating tasks, or explaining the same process over and over. I can create: - Financial and administrative task checklists - Employee reference and training guides based on your existing procedures - Document filing plans, folder structures, and naming conventions - Document indexes and tracking logs - Invoice and expense review checklists - Written reviews of workflows you describe, with practical suggestions for improvement These are tailored resources, not generic paperwork. You provide the business-specific details; I'll turn them into organized, usable materials for your review and approval. WHY WORK WITH ME? I bring 37 years of accounting and financial operations experience, including responsibility for managing more than $1.2 billion in corporate spending at GlaxoSmithKline. That background taught me the importance of accurate records, consistent reporting, clear documentation, and financial controls. It also taught me that the best system isn't necessarily the most complicated one. It's the one people can understand and maintain. You don't need a billion-dollar budget to benefit from that experience. Whether you're running a one-person business or managing a growing team, your financial information deserves the same attention to detail. WHAT YOU CAN EXPECT I'll listen to what isn't working, clarify what you need, and agree on the deliverables before starting. You'll get straightforward communication, careful work, and tools designed for real use. I won't add unnecessary complexity just to make a project look bigger. If you're tired of searching through files, second-guessing spreadsheets, or spending too much time organizing financial information, tell me what you need to make easier. We'll start there.