Christopher A.
Automation & AI Driven Finance Coach | CRM Integration & Workflow
Hey, I’m Chris. I build smart, automated systems that help businesses and individuals work more efficiently, sell more effectively, and make clearer financial decisions. Whether you need a CRM that actually fits your workflow or a dashboard that turns data into insight, I create solutions that simplify your world. I’ve spent over 18 years in technology and automation, and another decade leading sales teams, building client relationships, and managing operations. As a former CFO for a company with over 50 employees, I know firsthand what it takes to balance growth, cash flow, and clarity. That experience allows me to blend real-world financial understanding with technical skill to create systems that truly drive performance and peace of mind. 🔹 What I Do I help clients bridge the gap between data and action through automation, AI, and financial clarity. My latest work focuses on developing AI-Driven Financial Wellness systems that combine smart data analytics with human insight. The goal is simple: to give people visibility into their spending, sales trends, and profitability so they can make confident, informed decisions. No jargon. No spreadsheets. Just clarity. Here’s what I can help you with: • Financial coaching tools built on AI-powered reporting • Podio CRM development and Globiflow workflow automation • Zapier integrations • Custom Google Sheets and Plecto dashboards • QuickBooks synchronization for real-time expense tracking • AI-driven sales analytics and performance dashboards • Automated forms, contracts, and follow-up tasks • Clicksend and RightSignature integrations 🔹 Why Work With Me Most freelancers focus on either tech or strategy. I bring both — plus the perspective of someone who has managed teams, led sales operations, and overseen company finances. As a long-time entrepreneur, sales leader, and U.S. Air Force veteran, I approach every project with precision, practicality, and a results-driven mindset. You’ll get reliable systems, proactive communication, and a partner who understands how technology supports growth and financial stability. 🔹 My Background • Bachelor of Science in Technical Management, Embry-Riddle Aeronautical University • Microsoft Office Specialist® Certified (Word, Excel, PowerPoint, Access) • 18+ years in technology, automation, and workflow design • Former CFO overseeing financial operations, budgeting, and forecasting for a 50+ person organization • 15+ years of U.S. Air Force service. Accountability and follow-through are second nature. 🔹 Let’s Get Started Every project begins with one question: “What would make this easier for you?” Once I know the answer, we build your roadmap. Automation, clarity, and measurable results follow naturally. My job is to help you feel confident in your systems, your sales flow, and your financial picture. If you’re ready to simplify your operations, automate your workflow, or finally get the financial clarity your business deserves, let’s connect. I’ll help you turn your data chaos into clarity and momentum.
Earnings and projects
Last 6 months ÷ 6
Billed in all: $62,699$63k
Across 61 contracts