Hi, I’m Lydia — your go-to for polished execution and powerhouse support.
With a sharp edge and years of experience across sales, real estate, project coordination, and executive support, I bring a mix of professionalism, adaptability, and get-it-done energy to every client relationship.
My background spans health insurance sales, real estate (licensed Realtor turned property owner/manager), and helping business professionals build and scale their operations. On Upwork, I've partnered with executives, founders, and entrepreneurs to handle everything from:
Executive Admin: Calendar management, scheduling, inbox organization, document prep, travel & event planning, phone/email communication.
Project & Property Management: Oversight of rental operations, contract/document handling, lead coordination, and logistics.
Sales & Client Experience: B2B outreach, CRM management, lead generation, proposal creation, and high-touch client support.
Creative & Digital Support: Presentation creation, social media management, ad copy, and content scheduling.
I thrive in roles that are dynamic and require clear communication, thoughtful problem-solving, and smooth execution. I’m approachable, highly organized, and often a few steps ahead — whether it’s anticipating a need, navigating a challenge, or making sure the details don’t slip through the cracks.
If you're looking for someone who’s both a reliable partner and a steady presence behind the scenes, I’d love to support you.
Communications
Data Entry
Administrative Support
Virtual Assistance
Light Project Management
Form Completion
Social Media Management
Task Coordination
Scheduling
Project Management
Branden B.
St. Petersburg, Florida
$85/hr
5.0
2 jobs
Hi, I’m Branden. I build ClickUp systems for business owners who are ready for their operations to feel clear, organized, and easier to manage.
I specialize exclusively in ClickUp builds, rebuilds, and optimization. I’m not jumping between every project management tool on the market. I’m focused on one platform, and I know how to shape it around the way a business actually runs.
Put simply: I help make ClickUp feel like it was actually built for your business.
Most of my clients come to me at an inflection point. The business is growing, the team is moving fast, and the old way of managing work is no longer enough. Tasks get missed. Follow-ups live in someone’s head. Clients need more visibility. The team is working hard, but the system is not supporting them.
Before starting Bell Consulting Solutions, I spent years in corporate roles leading operational projects and acquisitions. Every 12 to 18 months, we would inherit a new company’s systems: Jira, Asana, Linear, spreadsheets, messy workflows, and half-used tools. My job was to learn the business fast, understand how the team actually worked, and build better systems without overwhelming people. That experience shaped how I work today.
I’m a Verified ClickUp Expert, Verified ClickUp Consultant, and ClickUp AI certified.
I do not force your business into a cookie-cutter setup. I learn how your team works, where things are breaking down, and what leadership needs to see. Then I design and build a ClickUp system that feels clear, practical, and supportive.
If your business is growing and ClickUp is not keeping up, let’s build the system your team actually needs.
Sincerely,
Branden Bell
Project Management Professional
Program Management
Product Management
Project Analysis
General Project Consulting
Generative AI
Generative AI Prompt Engineering
Business Operations
Payment Gateway Integration
Search Engine Optimization
ClickUp
Asana
Project Management
Carissa D.
St. Petersburg, Florida
$15/hr
5.0
5 jobs
Hi I am Carissa Doroin. I am an Administrative assistant and Travel Coordinator. I am good in customer service and paper works. I do have experienced in Hospitality Industry and Sales also.
I can make hotel and dinner reservations, book flights and plan an events.
Microsoft Office
Microsoft Excel
Microsoft Word
Business
Business Presentation
Computer
Presentation Design
Customer Satisfaction
Food & Beverage
Customer Feedback Documentation
Filing
Customer Service
Administrative Support
Jason G.
St. Petersburg, Florida
$100/hr
5.0
1 jobs
Redefining Financial Clarity for Small Businesses
EDG-Consultants is a boutique Fractional CFO agency specializing in engaging relationships with growing small businesses. Our clients understand that professional financial strategy is critical to success and expect a high-performing finance team to support their growth.
Our team has a deep understanding of diverse industries, including Apparel, Beauty & Cosmetics, Food & Beverage, Licensing, Logistics, Nonprofits, Government Contracting, and Property Preservation.
Key Services
✔ Financial Strategy & Planning
✔ Cash Flow Management & Forecasting
✔ Profitability Optimization
✔ Budgeting & Cost Control
✔ Financial Reporting & KPIs
✔ Growth & Expansion Planning
Why Choose Us?
✅ Cost-Effectiveness - A full-time CFO can cost $200K+ per year in salary, plus benefits, bonuses, and equity.
✅ Scalable CFO Support – Get high-level financial leadership without the full-time cost.
✅ Data-Driven Decision Making – Actionable insights to maximize revenue and control expenses.
✅ Growth-Focused Strategies – Helping businesses scale sustainably.
Principal CFO
Jason Galovic is a seasoned financial professional with a proven track record of delivering comprehensive accounting and finance solutions to senior management. He specializes in cost reduction, inventory management, and optimizing day-to-day accounting operations while ensuring timely audits and seamless collaboration with external CPA firms. His expertise extends to process improvements and ERP implementations across corporate environments and small to mid-sized businesses.
With a strong background in financial reporting, cash forecasting, budgeting, month-end close procedures, and the preparation of P&L statements and balance sheet reconciliations, Jason plays a pivotal role in driving financial success. His industry experience spans consumer products, luxury apparel, beauty and cosmetics, bars and restaurants, manufacturing, and construction.
In addition to his financial expertise, Jason has firsthand entrepreneurial experience as the owner of an Italian restaurant & catering company specializing in Southern cuisine. This venture deepened his understanding of restaurant operations, cost control, and the challenges business owners face, further strengthening his ability to provide strategic financial guidance.
Additionally, Jason possesses extensive expertise in licensing and contract negotiations, having worked with renowned companies such as Ralph Lauren, where he served as Licensing Manager, and Coty, where he was Director of Finance for Licensing. His strategic financial acumen and industry versatility make him an invaluable asset in any business environment.
Partner CFO
Ashley-Lisa Koziol is an accomplished Senior Accountant with over a decade of experience in accounting and financial reporting. She excels in financial analysis, budgeting, forecasting, and strategic planning, with expertise in accounts receivable, accounts payable, and payroll management. A results-driven professional,
Ashley-Lisa has a proven track record of driving cost savings, streamlining operations, and enhancing profitability.
Her diverse industry experience spans nonprofits such as Make-A-Wish, logistics, government contracting, property preservation, tax preparation, health & wellness, and talent management. Renowned for her ability to navigate complex financial challenges, she is dedicated to improving efficiency, accuracy, and overall operational effectiveness.
Beyond her accounting career, Ashley-Lisa is a passionate entrepreneur who understands the struggles and triumphs of running a small business firsthand. As the founder of Allure-Training, a fitness company dedicated to helping corporate professionals optimize their health and performance, she has built a brand that merges wellness with professional success. Managing all aspects of the business—from client acquisition to financial operations—has given her unique insight into the complexities of entrepreneurship, including cash flow management, scaling operations, and adapting to market demands.
In addition to her work in fitness, Ashley-Lisa owns a successful talent agency, further showcasing her ability to lead and grow businesses in competitive industries. As a PRO athlete since 2021, she embodies discipline, resilience, and a results-driven mindset—qualities that translate seamlessly into her professional and entrepreneurial ventures.
Her dual expertise in finance and business ownership allows her to not only guide others through financial challenges but also to empathize with the daily realities of small business owners. Whether helping clients streamline operations or coaching professionals on achieving peak performance, Ashley-Lisa is committed to making a lasting impact.
Let’s Talk!
Discover how we can optimize your business’s financial health. Contact us today!
Accounting
Accounting Basics
Bookkeeping
Financial Planning
Cash Flow Modeling
Cash Flow Analysis
Month-End Close Assistance
Budget Planning
Financial Analysis
Bank Reconciliation
Licensing
Brand Licensing
Licensing Agreement
Logistics Management
Contract Negotiation
Nick N.
St. Petersburg, Florida
$80/hr
5.0
9 jobs
Welcome to my page! I'm Nick, a 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 Operations professional, where for over 15 years I led a variety of corporate programs and services across Real Estate & Facilities Management, Procurement, Vendor Management, and Human Resources (HR).
My journey has shaped me to be adaptable, capable, and ready for any challenge that comes my way. I'm someone who thrives in dynamic environments, always eager to dive into new tasks and learn along the way. Solving problems isn't just a job for me—it's a passion. And in everything I do, my goal is to bring efficiency and excellence to the table.
I offer a comprehensive suite of freelance services tailored to meet a variety of small to medium size business needs. Drawing from my corporate background and freelancing experience, I specialize in:
🔹 Project Management & Planning
🔹 Operations Management & Improvement
🔹 Operations Consulting
🔹 Vendor & Contract Management
🔹 Communications & Website Content Management
🔹 Budgeting & Cost Savings Initiatives
🔹 Analysis & Report Creation
🔹 Strategic Roadmaps (i.e., goals, KPIs, objectives, action plans)
𝗧𝗘𝗖𝗛𝗡𝗜𝗖𝗔𝗟
Office 365, Google Workspace, iWork, Asana, Motion, Miro, Keap, Freshworks / Freshdesk, Mailchimp, Adobe, Canva, various AI tools, Squarespace, WordPress, SurveyMonkey, Smartsheet, Typeform, Everfit, EZ Texting, GovDelivery, and more!
Contract Management
Vendor Management
Business Operations
Strategy
Team Management
Project Management
Process Improvement
Facilities Management
Budget Management
Freshdesk
Communications
WordPress
Task Coordination
Project Plans
Business Process Automation
David C.
St. Petersburg, Florida
$150/hr
5.0
5 jobs
I make teams 2-5x more productive with Claude. Teams, Code, Cowork, API. I build the projects, workflows, and training that make Claude actually useful across your entire team.
I currently manage a Claude Teams deployment for a data center development company where I built 10+ custom Projects covering site evaluation, market intelligence, financial analysis,
legal and compliance, and business strategy. Each Project includes detailed analytical frameworks, structured output formats, and decision criteria specific to that department's work.
The CEO uses it daily for competitive research and deal evaluation. 100% team adoption in the first month.
What I've built with Claude:
- A marketing intelligence platform monitoring 2,900+ sources across 25 states, delivering weekly executive briefings to a leadership team
- A full-stack real estate application that replaced over 1,200 manual steps in how an agent evaluates, tracks, and presents investment properties
- A title search automation system for a title insurance company that pulls from municipal portals and compiles professional reports
- A personal AI assistant using Claude's Cowork to handle email, scheduling, research, and document prep for a company founder
What I do: Claude Teams setup and configuration, custom Projects with real system instructions (not just "you are a helpful assistant"), knowledge base organization, Microsoft 365 and
Google Workspace connector integration, Skills and plugin configuration, and hands-on team training.
I also build applications using Claude Code entirely through natural language prompting, no traditional coding. If your team wants to build internal tools with Claude but doesn't have
developers to spare, I can help with that too.
Background: 25+ years in IT operations and infrastructure, including global program management for industrial automation. I bring that same process discipline to AI implementation.
Everything gets documented, structured, and built so your team can run it without me.
I work best with businesses that want to move past experimenting with AI and start getting real operational value from Claude. If that's where you are, tell me what your team does and
I'll show you how Claude fits in.
Fully insured (GL, Professional Liability, Workers Comp). Ready for enterprise C2C
engagements.
Claude
AI Consulting
AI Implementation
AI Builder
ChatGPT
Prompt Engineering
Training & Development
Data Analysis
User Technical Training
Process Optimization
Automated Workflow
API Integration
Business Process Automation
Artificial Intelligence
How it works
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Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
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Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
“Upwork provides an umbrella-level of security. I can see a talent’s work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.”
KD
Kim Darling
Emerald Tiger
“Upwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.”
DM
David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
KK
Katja Krohn
Summa Linguae
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