Hey there, I'm Preston

Hey there, I'm Preston

Hey there, I'm Preston

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.

If you're interested in connecting or working with me, enter your email below.

Automation

Automation

Automation

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

Business Operations

Business Operations

Business Operations

My experience with business operations consulting includes:

  • Mergers & acquisitions

  • Market trend insights

  • Strategic decision-making

  • Sales funnel and CRM support

Financial Analysis

Financial Analysis

Financial Analysis

My experience with financial consulting includes:

  • Financial reporting

  • Financial modeling

  • Mergers & acquisitions structuring

  • Pricing analysis

  • Tax strategy and planning

My tools

My tools

My tools

Zapier logo, automation
Zapier logo, automation
Zapier logo, automation
Make logo, automation
Make logo, automation
Make logo, automation
Google Suite logo, Google Sheets, Google Docs, Google Slides
Google Suite logo, Google Sheets, Google Docs, Google Slides
Google Suite logo, Google Sheets, Google Docs, Google Slides
ClickUp logo, project management
ClickUp logo, project management
ClickUp logo, project management
Trello logo, project management
Trello logo, project management
Trello logo, project management
Alteryx logo, automation, SQL, Python
Alteryx logo, automation, SQL, Python
Alteryx logo, automation, SQL, Python
Tableau logo, automation, SQL, Python, reporting
Tableau logo, automation, SQL, Python, reporting
Tableau logo, automation, SQL, Python, reporting
Power BI logo, automation, SQL, Python, reporting
Power BI logo, automation, SQL, Python, reporting
Power BI logo, automation, SQL, Python, reporting
SAP logo, accounting, accounting software, tax software, fixed assets
SAP logo, accounting, accounting software, tax software, fixed assets
SAP logo, accounting, accounting software, tax software, fixed assets
Sage logo, Sage Fixed Assets, accounting, accounting software, tax software, fixed assets
Sage logo, Sage Fixed Assets, accounting, accounting software, tax software, fixed assets
Sage logo, Sage Fixed Assets, accounting, accounting software, tax software, fixed assets
QuickBooks logo, accounting, accounting software, tax software, bookkeeping
QuickBooks logo, accounting, accounting software, tax software, bookkeeping
QuickBooks logo, accounting, accounting software, tax software, bookkeeping
Xero logo, accounting, accounting software, tax software, bookkeeping
Xero logo, accounting, accounting software, tax software, bookkeeping
Xero logo, accounting, accounting software, tax software, bookkeeping
Wave logo, accounting, accounting software, tax software, bookkeeping
Wave logo, accounting, accounting software, tax software, bookkeeping
Wave logo, accounting, accounting software, tax software, bookkeeping
Figma logo, design, website design
Figma logo, design, website design
Figma logo, design, website design
Notion logo, database, notes, project management
Notion logo, database, notes, project management
Notion logo, database, notes, project management
Framer logo, website design, websites, no code tool
Framer logo, website design, websites, no code tool
Framer logo, website design, websites, no code tool
Webflow logo, website design, websites, no code tool
Webflow logo, website design, websites, no code tool
Webflow logo, website design, websites, no code tool
FlutterFlow logo, website design, websites, no code tool
FlutterFlow logo, website design, websites, no code tool
FlutterFlow logo, website design, websites, no code tool
Bubble logo, Bubble.io, website design, websites, no code tool
Bubble logo, Bubble.io, website design, websites, no code tool
Bubble logo, Bubble.io, website design, websites, no code tool
Supabase logo, database, Firebase, open source, API, storage, website design, websites, no code tool
Supabase logo, database, Firebase, open source, API, storage, website design, websites, no code tool
Supabase logo, database, Firebase, open source, API, storage, website design, websites, no code tool
Stripe logo, payment processor, payment integration
Stripe logo, payment processor, payment integration
Stripe logo, payment processor, payment integration
Loom logo, video, training, project management
Loom logo, video, training, project management
Loom logo, video, training, project management
Otter.ai logo, meeting notes, sales meetings
Otter.ai logo, meeting notes, sales meetings
Otter.ai logo, meeting notes, sales meetings