Colleen H.

📊 QuickBooks Online Certified ProAdvisor | 5+ Years in Operations & Bookkeeping ⚙️ Automations & Business Systems Specialist | Zapier • CRM Integrations • Workflow Automation Hi, I’m Colleen 👋 I help businesses automate and connect the systems they already use so they can eliminate manual work and run smoother operations. My background in bookkeeping and operations gives me a strong understanding of how business systems interact, allowing me to design workflow automations and integrations that reduce double entry, streamline processes, and improve efficiency. I frequently work with tools like Zapier, Notion, CRMs, email platforms, and financial systems to build practical automation workflows that support real business operations. ⚙️ Automation & Workflow Systems • Zapier workflow automation • CRM → email automation • Notion → automation workflows • Client onboarding automation • Business process automation • System integrations between platforms What I Help With: 📌 Bookkeeping & Financial Admin • QuickBooks Online setup • Categorizing/coding transactions • Monthly reconciliation • AP/AR & invoicing workflows • Reporting and cleanup 📌 Operations Support • SOPs & process documentation • Vendor and inventory coordination • Inbox, calendar, and communication support • Project tracking and accountability 📌 Systems & Tech • Google Workspace • HubSpot CRM setup & organization • Simple automation & workflow cleanup • Spreadsheet organization (Excel/Sheets) Why Clients Like Working With Me: • US-based, reliable communication • Calm problem-solver (not reactive or chaotic) • I take ownership — you don’t have to micromanage If you're looking to automate workflows, streamline your systems, or improve business operations, I'd love to help. 📬 Send a message or invite me to a job. I respond quickly. 💬 If my experience aligns with what you need, send a message and tell me a bit about your business. I’ll let you know if I’m a fit.