Joan G.

monday dot com Certified Partner | QBO ProAdvisor | 100% Job Success | Top Rated Plus Is your business losing time and money to disconnected tools, manual invoicing, and scattered job or project tracking? I build the system that connects all of it, from lead capture to final payment, so your team runs on one clean, automated workflow instead of five different apps. I've worked across 9 client accounts in retail, government, construction, electrical, staffing, signage, and B2B sales, including a 101-user enterprise rollout and a 7-board CRM build for a US government agency. Across those projects I've built 180+ boards and 150+ live automations that keep running without anyone babysitting them. WHAT I DO monday dot com Project Management and Automation As a certified Partner, I design boards, dashboards, and automations built around how your team actually works, whatever the industry. Sub-items, job or project tracking, connected boards, and live reporting, all set up and running for you. QuickBooks Online Bookkeeping and Integration As a QBO ProAdvisor, I manage your books and connect QuickBooks to your CRM, project management, and payment systems. Invoices get created automatically when jobs hit milestones, so there's no manual entry and nothing falls through the cracks. Workflow Automation and System Architecture Over 100 automation workflows built in Zapier and Make, keeping data in sync across your CRM, quoting, sales, and accounting platforms in real time. Financial Dashboards and Reporting Live dashboards tracking cash flow, profitability, margins, and P&L using QuickBooks, Xero, and Cin7. RESULTS FOR CLIENTS Cut time-to-invoice by 80% using automated workflow triggers Built end-to-end multi-platform systems that eliminated manual admin work Created scalable ID frameworks for full project and job traceability across teams Connected Cin7 inventory management with CRM and accounting for accurate stock and faster fulfillment WHO I WORK WITH Construction, roofing, and field service businesses. Retail and ecommerce operations. Government and public sector teams. Staffing, B2B sales, and other project-driven organizations that need their tools talking to each other. TOOLS AND PLATFORMS monday dot com, QuickBooks Online and Desktop, Xero, Zapier, Make, HubSpot, Salesforce, GoHighLevel, JobNimbus, JobTread, ServiceTitan, Roofr, SalesRabbit, SumoQuote, PandaDoc, Xactimate, CompanyCam, EagleView, Cin7 Core and Omni, Stripe, PayPal, Mailchimp If you want a business that runs like a system instead of a scramble, send me a message.