Hire the Best AccountAbility Specialists
in the United States

If your agency or growing business is struggling with a chaotic Google Drive, missing client assets, or emails mysteriously landing in the spam folder, you are in the right place. I am a Google Workspace Specialist and military veteran who helps busy entrepreneurs and growing agencies bring order to their digital chaos. If you are wasting hours every week digging through an overflowing inbox, searching for lost client assets in a disorganized Google Drive, or dealing with campaign emails mysteriously landing in the spam folder, I am the person who steps in to fix it. When your business scales quickly, your digital foundation often breaks. I take the heavy tech lifting completely off your plate so your team can work faster, your client data stays completely secure, and you can get back to doing what you do best. Here is exactly how I can support your business: Gmail Optimization & Deliverability: Setting up automated filters and custom labels so your inbox runs itself, plus configuring your DNS, SPF, DKIM, and DMARC records so your emails actually land in your clients' primary inboxes. Google Drive Architecture: Restructuring your files, migrating data safely, and implementing clear naming conventions so you never lose a document again. Team Security & Permissions: Audit your sharing settings and the Google Admin Console to ensure past contractors are safely offboarded and that current team members only have access to what they need. Calendar & Tech Troubleshooting: Simplifying your scheduling to protect your time, fixing domain errors, and connecting your Google Workspace to your website or CRM. I build workflows that fit exactly how you naturally think and work. My military background means I have zero tolerance for broken systems and a high standard for data security, but my approach with clients is calm, supportive, and completely free of tech jargon and tech shame. Whether you need a quick SOS Call to fix a domain issue or a full VIP Day digital reset, I build solutions designed to be easy to maintain long term. Send me a message to discuss your project requirements, and let us build a digital foundation that actually supports your growth.

Most owners doing $500k to $5M don't have a strategy problem. They have a nobody-owns-it problem. The work gets done because you're the one holding it together, and the week you leave, it wobbles. I'm Matt. I've started 7 companies and built 3 of them past a couple million in sales. The biggest did over $5 million a year with 110 people on payroll. I've also lost money on a few, which is where I learned most of what I know. I still own and run two businesses today, so I'm not coaching out of a book. For the last three years I've done this for other owners full time. About 17 clients at a time, mostly $500k to $10M. A weight loss clinic was doing $200k when we started three years ago and is at $700k now, after we got clear on who she was actually for and moved her off running 100 clients from her personal cell phone onto a system that handles 300+. A car importer doubled his sales once we systematized his operations, found him a Meta agency that could actually run ads, and got the right people hired and trained. I also stepped in as interim CEO at a custom home builder six months from bankruptcy, got it back on a path that worked, and handed it to the owners. Three things I actually do: Get your poop in a group. One source of truth for the work. A scorecard you look at every week. Real numbers per job or per customer instead of a gut feel. Accountability that doesn't need you in the room. Build the AI that pays for itself. I built this stuff in my own companies first. My scorecard pulls from about 30 places and runs roughly 80% on autopilot. Recent client builds: an app that takes a clinic's before-and-after client photos and turns them into finished marketing graphics, a job that pulls the weekly webinar off Zoom every Thursday, trims it and publishes it to YouTube, and an admin app replacing a coaching company's pile of Google Sheets with real reporting on caseload, hours and revenue per coach. Fixed-price projects, not hourly. Make marketing and sales repeatable. Not a campaign. A system that produces the same result next month, and the month after. Here's why I hire me: I've been in the chair, I'll do the work alongside you, and I'll tell you when you're wrong. Here's why I wouldn't: I'm a C+ at writing code from scratch, and I'm not a designer or a copywriter. If you need a specialist in one narrow tactic, I'm not your guy. Stack I actually use: Claude and Claude Code, Vercel, Make, Airtable, Supabase, Looker Studio, GoHighLevel, HubSpot, Trello, ClickUp, Google Workspace, EOS/Traction. If your team runs on something else, I'll adapt. The system matters more than the tool. The goal I care about: you take a four-week vacation and the business does great without you. If that sounds like what you're after, let's grab 30 minutes and see if we're a fit. Cheers, Matt from Philadelphia

I help businesses get their operations out of people's heads and into systems that actually work — through SOPs, process maps, and workflow documentation that stick. My background includes pharmacy benefits analytics at Xevant and enterprise healthcare data work at Change Healthcare — which means I understand operations at a level most freelancers don’t. I’m also currently engaged as a Business Analyst on a large-scale enterprise consulting project (details under NDA), leading discovery, risk and bottleneck analysis, process improvement, and user story development — so this isn’t just past experience, it’s live, current work. I help businesses fix both sides of the problem: building clean data systems and the process documentation to make them actually stick. What I help with: — SOPs and workflow documentation — Process mapping and bottleneck analysis (Lucidchart) — Workflow audits with prioritized recommendations — Excel & Access dashboards, trackers, and databases — Cross-functional coordination and operational reporting — AI workflow design and model evaluation (Claude projects, scheduled tasks, output review) I also do evaluation work on AI systems — designing assessment criteria and reviewing model output, with several of my recommendations implemented as product changes. In practice that means I know where these tools genuinely save time and where they quietly create rework, which is what I build around for clients. I offer fixed-price catalog projects for SOPs, workflow audits, and operations starter packs — so you know exactly what you're getting before we start. I work fast, communicate clearly, and deliver things that get used. Based in Maine, available across US time zones. If that's what you need — let's talk.

About Me I build, run, and scale outbound sales systems for companies that want consistent pipeline — without managing reps, tools, or chaos themselves. I’m the founder of Bridge Sales Solutions, an outbound sales operation that deploys trained SDRs, proven call frameworks, dialers, CRMs, reporting, and management under one roof. Clients hire me when they want outbound to actually run — not when they want to babysit freelancers. While I don’t personally sit on the dialer day-to-day, I design the strategy, oversee execution, manage performance, and stay hands-on with scripts, objections, ICPs, KPIs, and campaign optimization. You get a sales leader who understands the phone and the systems behind it. I’m comfortable plugging into existing sales stacks or running campaigns entirely through our own infrastructure — whatever creates the fastest path to results. My background is entirely sales and customer-facing work — from early door-to-door and car sales to SaaS, agencies, and managing distributed outbound teams. That experience is why I’m obsessive about one thing: execution that holds up at volume. What I Actually Do Outbound Sales System Design ICP definition, targeting strategy, scripts, objection handling, call flows, KPIs, and operating cadence SDR / BDR Team Deployment Trained reps, call QA, coaching, performance tracking, and accountability — fully managed Cold Calling Infrastructure Power dialers, CRMs, call tracking, dispositions, reporting dashboards, and workflows Campaign Management & Optimization Vertical testing, list refinement, messaging iteration, and conversion improvement over time Pipeline & Reporting Clear weekly reports on activity, conversations, meetings booked, and insights — not vanity metrics Scale to Full-Cycle Sales (When Needed) Support beyond top-of-funnel — including qualification handoff, follow-up workflows, and closing support once outbound KPIs are proven How Engagements Typically Work Most clients bring us on for 20–40+ hours per week on a retainer basis. We take a consultative, partnership-first approach: Launch outbound using either your systems or ours Establish baseline KPIs and operating rhythm Optimize targeting, messaging, and execution Scale volume — and scope — as results stabilize Some clients stay focused purely on SDR/BDR execution. Others expand into broader sales support over time. We scale with what the business actually needs. Who I’m a Good Fit For Startups, agencies, and service businesses that want predictable outbound Founders who want a true partner, not a task-based freelancer Teams who don’t want to hire, train, or manage SDRs internally If you’re looking for an outbound partner who can execute now and scale with you later, we should talk.

Technical Business Analyst, Product Manager & Project Management Consultant with 16+ years of experience delivering data-driven digital solutions in 4 core industries: 🔹Banking 🔹Fintech 🔹Insurance 🔹Human Resources My tenure with Tier-1 organizations like JP Morgan Chase ( 7 Years) , Capgemini (4 Years ) , and Aon Hewitt (2 Years) has endowed me with: 🔹Deep domain expertise 🔹A proven track record of driving results in high-stakes enterprise environments I specialize in: 🔹Evaluating systems, processes, and user experiences 🔹Bridging the gap between business stakeholders and technology teams 🔹Translating ambiguous business problems into clear, structured requirements, process designs, and actionable delivery plans Whether you need: 🔹 A Business Requirements Documentation (BRD) crafted from scratch 🔹 Functional Requirements Documents (FRD) 🔹 User Stories & Acceptance Criteria 🔹 Agile/Scrum Documentation 🔹 An Agile team led through a complex sprint cycle 🔹 A system implementation managed end-to-end 🔹 UAT Planning & Support 🔹 Process Flow Diagrams 🔹 Gap Analysis 🔹 Data Mapping & Workflow Documentation 🔹 Stakeholder Communication 🔹 Project Coordination & Delivery Support I bring structured thinking, strong communication, and enterprise-level execution to every engagement. 𝗞𝗘𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 📌 Business Analysis Requirement Gathering • Functional Analysis • Documentation • Technical Writing • Workflow Analysis • Process Improvement • UAT • Functional Testing • Production Support • Business Process Design • SOPs • Roadmap Delivery 📌 Agile & Project Management Sprint Planning • User Stories • Backlog Management • Stakeholder Management • Risk Assessment • Status Reporting • Vendor Coordination 📌 Domain Expertise Banking • Credit Cards • Fintech • Insurance • HR Systems • Clinical Research • Data Management 📌 Data & Technical Skills SQL • SAS • Informatica • Teradata • ETL • Data Mapping • Data Quality • Reporting 📌 Tools & Platforms Jira • Confluence • MS Excel • MS Project • SharePoint • Tableau • Power BI • Salesforce CRM • ERP Oracle HCM, SAP HR 📌 Methodologies Agile • Scrum • Waterfall • SAFe ✅ Why clients work with me: ✔ I offer a unique combination of Business Analyst, Project Manager, Product Manager, Client Engagement Manager, Client Interview, Operation Consultant, Operation Manager, Business Manager, Technical Business Analyst, Operation Team Member, Business Development Manager and communication leadership roles which are typically handled by separate resources. ✔I serve as a central coordination partner across clients, stakeholders, and delivery teams — simplifying collaboration and improving execution efficiency across projects. ✔ Clear and structured documentation ✔ Strong business-to-technology communication ✔ Enterprise project experience ✔ Reliable stakeholder management ✔ Fast learning and problem-solving ability ✔ Detail-oriented delivery approach In addition to delivery roles, I have participated in hiring panels, helping organizations evaluate candidates and align talent with business and team needs. Clients consistently value my ability to clarify complex requirements, bridge business and technology teams, and drive projects towards successful outcomes, as reflected in my portfolio items Let’s discuss how I can help streamline your requirements and bring delivery excellence to your next project. Thank you!

BOOKKEEPING THAT IS BUILT FOR TAX TIME Most bookkeepers focus on recording what already happened. I look at the bigger picture. As a Tax Professional and QuickBooks Online Specialist, I manage your books with the tax return in mind from day one. That means cleaner financials, fewer surprises at tax time, better visibility into your business, and books that are actually ready when it is time to file. ────────────── QUICKBOOKS CLEANUP & CATCH UP Behind on your books? I specialize in untangling messy QuickBooks files, reconciling old accounts, correcting miscategorized transactions, fixing unapplied payments, and cleaning up balances that simply do not make sense. ────────────── MONTHLY BOOKKEEPING I can manage your day to day and monthly bookkeeping, including: • Bank and credit card reconciliations • Transaction categorization and review • Accounts payable and accounts receivable • Invoicing and bill management • Profit & Loss and Balance Sheet reporting • Month end review and cleanup The goal is simple: accurate books that stay accurate. ────────────── PAYROLL & 1099s From payroll setup to year end reporting, I can help keep your payroll and contractor records organized and compliant. • Payroll setup and processing • Payroll reconciliations • Contractor tracking • 1099 preparation and filing • Federal and state payroll support ────────────── TAX PREPARATION This is where my approach to bookkeeping is different. Because I also prepare business and individual tax returns, I understand how the activity inside QuickBooks ultimately flows into the tax return. I work with: • Individual tax returns • Sole proprietors and Schedule C businesses • Partnerships • S Corporations • LLCs I understand the connection between your books, payroll, owner distributions, K 1 reporting, basis, and year end tax preparation. ────────────── TAX READY FINANCIALS Your books should not need to be rebuilt every March. I review your Chart of Accounts, transaction classifications, reconciliations, and financial statements throughout the year with tax preparation in mind. This helps catch problems earlier and creates a much smoother transition from bookkeeping to tax filing. ────────────── WHY WORK WITH ME? I am not here just to categorize transactions and send you a P&L. I want you to understand where your business stands, know that your numbers are reliable, and have someone who can identify problems before they turn into expensive cleanup projects. Whether you need years of books cleaned up, reliable monthly bookkeeping, payroll support, tax preparation, or someone who can handle the process from QuickBooks through the tax return, I can help. Message me or book a consultation and tell me what is going on with your books. I am happy to start by reviewing your QuickBooks file and identifying exactly what needs attention.