and I…
solve problems using automation and AI
I'm interested in small business, entrepreneurship, automation and AI. I consult with businesses and founders on a variety of topics including: automating key processes and systems, financial reporting, financial modeling, and business operations.
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My experience with automation solutions includes:
CRM
Proposal and sales funnel
Client and project onboarding
Billing and invoicing
Meeting notes and summaries
Reviews, tesimonials, and follow ups
Internal reporting and KPIs
My experience with business operations consulting includes:
Mergers & acquisitions
Market trend insights
Strategic decision-making
Sales funnel and CRM support
My experience with financial consulting includes:
Financial reporting
Financial modeling
Mergers & acquisitions structuring
Pricing analysis
Tax strategy and planning