Hire the Best Compliance Specialists in Oregon

My eMoney expertise comes from a wealth of experience adding value to high-net-worth oriented RIA practices through efficient, high-quality financial plan modeling. Top-performing financial planning practices have hired me to develop and manage their eMoney programs, conduct financial modeling, train staff on implementation, and work closely with their principal advisers to develop prudent analysis and recommendations for their clients. I focus on working diligently to equip you to better help your clients make more informed and well-founded financial decisions that are critical at every stage of their life. As an experienced CERTIFIED FINANCIAL PLANNER(tm) professional, I understand the complexities of personal (and behavioral) finance, and my industry experience makes me uniquely qualified to provide a compliant service to your financial planning practice. I look forward to providing support to you and your team!

Gohighlevel Expert | Sales Funnel Setup | Gohighlevel CRM | GHL AI Automation | Highlevel | Marketing Automation | Landing Page Design | Sales funnel | Email Marketing | Lead Generation | Website Design | AI Chat Bot Automation | Customer Relationship Management I help startups, agencies, coaches, consultants, SaaS businesses, local businesses, and service providers unlock the full potential of GoHighLevel (GHL). I'm Samuel O, a GoHighLevel (GHL) Expert specializing in CRM setup, sales funnels, AI automation, workflow automation, and marketing systems. From CRM setup and sales funnel creation to AI automation, website design, workflow optimization, and SaaS configuration, I build systems that automate operations, nurture leads, increase appointments, and drive measurable business growth. Services I Offer: 🚀 GoHighLevel CRM & Business Setup • GoHighLevel CRM Setup & Configuration • GoHighLevel CRM Automation • GoHighLevel CRM Software Customization • GoHighLevel (GHL) Subaccount Setup • GoHighLevel SaaS Configuration • SaaS Mode Setup • White Label Agency Setup • Pipeline Setup • Opportunity Management • GoHighLevel Appointment • GoHighLevel Calendar Setup • Trigger & Tags Configuration • Customer Relationship Management (CRM) • LeadConnector Setup • CRM Development optimization 🎯 Sales Funnels & Landing Pages • GoHighLevel Sales Funnel Design • GoHighLevel Sales Funnel Experts • Sales Funnel Builder • Business Consulting Funnel • Lead Generation Funnel • GoHighLevel Landing Page Design • Consulting Landing Page • Landing Page Design • Responsive Funnel Design • Conversion Optimization • User Experience (UX) • Branding & Visual Design 🌐 Website Design & Web Development • GoHighLevel Website Design • GoHighLevel Website Development • Designing WordPress Templates in GoHighLevel • Landing Page Development • Membership Website Setup • GoHighLevel Community Setup • GoHighLevel Membership Setup • GoHighLevel Store Design • Consulting Agency Website • Local Business Website • Web Development 📧 Marketing Automation & CRM Workflows • GoHighLevel Automation • GoHighLevel Workflow Design • Workflow Automation • Marketing Automation • Marketing Automation Strategy • CRM Automation • Email Marketing • GoHighLevel Email Marketing • GoHighLevel Email Configuration • Email Campaign Setup • Marketing Campaign Setup & Implementation • Campaign Management • Campaign Optimization • Customer Retention • Lead Nurturing Automation • Social Media Marketing • SMS Automation • WhatsApp Automation 🤖 AI Automation & Smart Business Systems • AI Workflow Automation • AI Chatbot Development • Bot Development • AI Lead Qualification • AI Appointment Booking • AI Customer Support • Smart Follow Up Automation • Business Process Automation 🔗 Integrations & Advanced Automation • GoHighLevel Integrations • Zapier Integration • Make com Automation • n8n Automation • API Integration • Webhook Integration • Twilio Integration • LeadConnector Configuration • Stripe Integration • Facebook Pixel Setup • Google Analytics 4 (GA4) • UTM Tracking • Conversion Tracking • Reputation Management • Pipeline Automation • A2P 10DLC Registration • Compliance Configuration 🔄 Migration & Snapshot Services Moving to GoHighLevel? I'll ensure a smooth migration while preserving your data, workflows, automation, and customer experience. • ClickFunnels → GoHighLevel • WordPress → GoHighLevel • HubSpot → GoHighLevel • ActiveCampaign → GoHighLevel • Mailchimp → GoHighLevel • Kajabi → GoHighLevel • Keap → GoHighLevel • Salesforce → GoHighLevel • Pipedrive → GoHighLevel • GoHighLevel Snapshot Creation • GoHighLevel Snapshot Setup • Snapshot Deployment Tools & Technologies ✅ CRM & Automation • GoHighLevel (GHL) • Marketing Automation • Zapier • Make com • n8n • API • Webhooks • LeadConnector • Twilio ✅Funnels & Websites • Sales Funnel Builder • ClickFunnels • WordPress • Landing Pages • GoHighLevel Website • Website Design • Funnel Builder ✅Marketing • Email Marketing • Marketing Strategy • Campaign Management • Campaign Optimization • Lead Generation • Customer Retention • Social Media Marketing ✅Artificial Intelligence • AI Automation • Artificial Intelligence • Chatbot Development • Bot Development • Smart Workflow Automation Why Clients Choose Me ✔️ GoHighLevel Expert specializing in CRM, AI automation, and scalable business systems. ✔️ High-converting sales funnels, landing pages, and workflow automation built to maximize leads ✔️ Seamless integrations with Zapier, Make com, n8n, Twilio, APIs, and third-party platforms. ✔️ Reliable communication, on-time delivery, and long-term support focused on your business growth. Whether you're launching a new business, scaling your agency, automating your sales process, or optimizing an existing GoHighLevel account, I'm here to help. Let's discuss your project and build a high-performing GoHighLevel system that automates your business, increases conversions, and accelerates growth.

CONTENT CREATION * Articles on data quality and data management * Real-world case studies showcasing data implementations * Data governance and AI governance articles and white papers * AI governance frameworks and best practices * Documentation optimization for AI discoverability through Answer Engine Optimization (AEO) and General GEO) * Educational materials for data literacy initiatives AI ENHANCED TECHNICAL DOCUMENTATION * Content on streamlining writing workflows with generative AI * Context knowledge base package to reduce AI hallucinations * AI-assisted content creation with human oversight for accuracy * Custom context package, for AI processes, tailored to your organization - QUALITY ASSURANCE & TECHNICAL ACCURACY * Comprehensive fact-checking for technical data and content * Content auditing to catch inaccuracies other writers miss TECHNICAL WRITING * Translate technical concepts into business-ready content * Collaborates with product leads, engineers, and SMEs to ensure content accuracy and identify any discrepancies

✅ Certified Professional Building Designer (CPBD) ✅ $50M+ USD In New Construction Projects Designed ✅ 8+ Years in Design-Build Firms | 80+ US Homes Designed, Permitted & Built ✅ Custom Home, Small Multifamily, and Urban Infill Specialist ✅ Builder, Developer, & Investor Background — Firsthand understanding of risk, cost, constructability, and feasibility, resulting in more practical and financially responsible design ✅ Pro-Active Communication (under 1 Hour Client Response Times) ✅ Work Done On-Time Every-Time 𝗜 𝗵𝗲𝗹𝗽 𝗯𝘂𝗶𝗹𝗱𝗲𝗿𝘀, 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿𝘀, 𝗵𝗼𝗺𝗲𝗼𝘄𝗻𝗲𝗿𝘀, 𝗮𝗻𝗱 𝗱𝗲𝘀𝗶𝗴𝗻-𝗯𝘂𝗶𝗹𝗱 𝘁𝗲𝗮𝗺𝘀 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝗶𝗱𝗲𝗮𝘀 𝗶𝗻𝘁𝗼 𝗳𝘂𝗻𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝗶𝘁𝗲 𝗽𝗹𝗮𝗻𝘀, 𝗳𝗹𝗼𝗼𝗿 𝗽𝗹𝗮𝗻𝘀, 𝗽𝗲𝗿𝗺𝗶𝘁 𝗱𝗿𝗮𝘄𝗶𝗻𝗴𝘀, 𝗰𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀, 𝗮𝗻𝗱 𝟯𝗗 𝗿𝗲𝗻𝗱𝗲𝗿𝗶𝗻𝗴𝘀 𝗳𝗼𝗿 𝗰𝘂𝘀𝘁𝗼𝗺 𝗵𝗼𝗺𝗲𝘀, 𝗔𝗗𝗨𝘀, 𝗮𝗻𝗱 𝘀𝗺𝗮𝗹𝗹 𝗺𝘂𝗹𝘁𝗶𝗳𝗮𝗺𝗶𝗹𝘆 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀. I'm the founder of Element & Form LLC. My background spans design, construction, development, and real estate, which translates into drawings that are clear, buildable, and aligned with real project constraints. This helps mitigate risk, avoid conflicts and delays in the field, and maximize project value. 𝗜 𝗿𝗲𝗴𝘂𝗹𝗮𝗿𝗹𝘆 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘄𝗶𝘁𝗵: - Floor plans and space planning - Site plans and feasibility studies - Exterior design and massing - Permit drawings and construction documents - CAD drafting with Chief Architect and SketchUp - 3D modeling and photorealistic renderings - Engineering coordination and permitting support - Material takeoffs, cost estimating, and financial modeling 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝘁𝘆𝗽𝗲𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: - Custom homes - Small multifamily (duplexes, triplexes, fourplexes, townhomes) - Small subdivisions - ADUs & Tiny Houses - Modular / prefab housing - Light commercial / mixed-use projects 𝗪𝗵𝗮𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘃𝗮𝗹𝘂𝗲 𝗶𝗻 𝗺𝘆 𝘄𝗼𝗿𝗸: - Buildable designs informed by hands-on construction experience - Clear, coordinated drawing sets that reduce ambiguity in the field - Early attention to systems, cost, and permitting constraints - Strong communication and a practical, problem-solving approach 𝗠𝘆 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 - 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗲𝘅𝗽𝗲𝗰𝘁 𝘄𝗵𝗲𝗻 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗺𝗲: - 1. 𝗜𝗻𝗶𝘁𝗶𝗮𝗹 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻: Understand client’s goals, site characteristics, budget, timeline, and key project requirements - 2. 𝗖𝗼𝗻𝗰𝗲𝗽𝘁𝘂𝗮𝗹 / 𝗦𝗰𝗵𝗲𝗺𝗮𝘁𝗶𝗰 𝗗𝗲𝘀𝗶𝗴𝗻: Develop the design narrative, conceptual site plan, massing, and preliminary floor plans for client review and feedback - 3. 𝗗𝗲𝘀𝗶𝗴𝗻 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: Refine the design into fully developed floor plans, elevations, and massing, and coordinate with engineering to finalize building geometry - 4. 𝗣𝗲𝗿𝗺𝗶𝘁 & 𝗖𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻: Prepare final drawing sets for permitting, contractor pricing, and construction Ready to get started? Schedule an initial consultation with me today. Already have a lot survey, sketch, or existing plans? Feel free to send them over. Or, simply send me a message with your project scope, site information, and goals, and I’ll help you determine the best next step. Thank you, Lloyd Minick

I have over 10 years of experience with companies of all sizes and industries. I have extensive experience in bookkeeping, reconciliation, preparing financial reports, A/R, A/P, payroll. I also provide advanced financial analysis, budgeting, and cash flow forecasting to help business owners make informed decisions and plan strategically. In addition, I support clients through mergers and acquisitions by conducting financial due diligence, valuations, and post-acquisition integration to ensure a smooth transition and accurate reporting. I am very tech savvy and can learn any new process or software I have not come across before. I have strong experience with QuickBooks, Excel, Gusto, ADP, A2X and many other third party applications used in bookkeeping. Basically - whatever money touches, I can help you with!

I Spent 7 Years Doing This for Other People's Clients. Now I'm Doing It for Mine. At my last firm, I managed the books for a rotating roster of clients — tech startups, small businesses, growing companies — all at the same time. Month-end close, financial statements, payroll filings, audit support. Not just data entry. The real stuff. Now I'm taking that same work directly to business owners like you. New to Upwork. Definitely not new to this. ━━━━━━━━━━━━━━━━━━━━━━ WHAT I ACTUALLY DO I'm a Senior Accountant with a BS and MS in Accounting and 15+ years of hands-on experience across CPA firms, accounting firms, and direct client work. I've handled the full picture — not just the bookkeeping layer, but the accounting layer underneath it that makes everything accurate and audit-ready. Here's what that looks like in practice: → Catch-up & clean-up (yes, even the scary messy ones) → Monthly bookkeeping and full-cycle close → Accounts payable and receivable → Bank and credit card reconciliations → Payroll processing and payroll tax filings → Financial statement preparation (P&L, balance sheet, cash flow) → Sales tax calculations and filings → 1099 and W-9 vendor management → QuickBooks Online setup, cleanup, and ongoing management → Audit support and documentation → Revenue recognition and GAAP-consistent reporting ━━━━━━━━━━━━━━━━━━━━━━ SOFTWARE I WORK IN ✦ QuickBooks Online (QBO) — QuickBooks ProAdvisor certification in progress ✦ Xero ✦ Microsoft Excel (seriously advanced — pivot tables, reconciliations, custom reports) ✦ Wave ✦ Multiple ERP systems ✦ Gusto, payroll platforms, and tax filing tools ━━━━━━━━━━━━━━━━━━━━━━ WHO I'M A GREAT FIT FOR Small business owners who are behind on their books and need someone to come in, assess the situation honestly, and get things clean without drama. Founders who are growing fast and need more than just a bookkeeper — someone who can actually read the financials and tell you what they mean. Business owners who've had bad experiences before and want someone reliable, communicative, and genuinely invested in getting it right. If your books are a mess, I've seen worse. If they're pretty clean, I'll keep them that way. Either way, I'm not here to judge — I'm here to help. ━━━━━━━━━━━━━━━━━━━━━━ HOW IT WORKS I like to keep it simple: 1. We hop on a quick Zoom so I can understand your business and what you actually need 2. I review your current setup and give you an honest assessment — no fluff 3. We agree on the scope, and I get to work I prefer fixed-price projects where possible, so you know exactly what you're getting. For ongoing work, I'll recommend whatever structure makes the most sense for your situation. ━━━━━━━━━━━━━━━━━━━━━━ A QUICK NOTE ON BEING NEW HERE I'm building my Upwork profile, which means I'm taking on first clients now and I'm genuinely motivated to do exceptional work. You get 15+ years of real accounting experience, two degrees, and someone who treats your business like it matters — because to me, it does. That's the trade. I think it's a pretty good one. ━━━━━━━━━━━━━━━━━━━━━━ Ready to get your books in order? Send me a message and let's figure out if we're a good fit. I respond quickly, and I don't do pushy sales calls — just an honest conversation about what you need.