Hire the Best Operational Planning Freelancers in California

I help creative entrepreneurs, small business owners and individuals set up and improve operational processes, efficiencies, workflows, and personal productivity. I perform a workflow mapping and operational gap analysis to identify pain points and inefficiencies. I set up and optimize organizational structures for files and storage. I research and recommend tools and apps for customized and easy project management. I make beautiful templates and effective standard operating procedures (SOPs) for consistent quality output and helpful onboarding. I write operations manuals that link to SOPs and templates. I organize data into correct folder structures. I research and recommend automations. I work with clients to develop productivity best practices for task capture, and time management. I set up project management tools like Asana, Trello, Todoist and more. I set up CRMs like PipeDrive and more, I research automation tools like Zapier, Make and ITTT. I recommend communication tools like slack, discord, and notion. I implement documentation and communication tools like Loom, Sendspark, and more.

𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 + 𝗖𝗹𝗲𝗮𝗻 𝗕𝗼𝗼𝗸𝘀 = 𝗛𝗶𝗴𝗵𝗲𝗿 𝗣𝗿𝗼𝗳𝗶𝘁𝘀 If your books are behind, your reports don't make sense or you're not really sure where your money is going, you're not alone. That's exactly the kind of situation I sort out for business owners every day. I've spent 17 years doing this work and the clients who get the most out of working with me are the ones who are tired of guessing. They want clean numbers, clear reports and a business that doesn't fall apart the moment they step away. QuickBooks Online is my expertise, whether you need a full year of cleanup, a migration from Xero or Wave, a fresh setup from scratch or just someone reliable handling it every month, I've done it all. I can also manage your Gusto payroll end-to-end and work hand-in-hand with CPAs when tax season comes around, so nothing slips through. The operations piece is what sets me apart from most bookkeepers. I don't just fix your numbers, I build the systems around them so your business can actually run without you being in every conversation. SOPs, onboarding flows, automations, delegation frameworks, I document and set up the stuff that's currently living in your head. What I can help you with: ✅ QuickBooks Online: Setup, Complete Cleanup & Full Cycle Bookkeeping Your QBO is a mess, years behind or was set up wrong from the start? I'll fix it and keep it clean going forward. ✅ Migration to QuickBooks Online Moving from Xero, Wave or spreadsheets; I handle the full transition without losing your data or history. ✅ Monthly P&L, Balance Sheet & Cash Flow Reports You shouldn't be running blind. I deliver clean, customized reports every month so you always know where you stand. ✅ Budget vs. Actuals Reporting See exactly where you're over or under budget, so you can make adjustments before small variances become big problems. ✅ Cash Flow Forecasting Reports Stop being surprised by slow months. I build forward-looking cash flow reports so you can plan ahead with confidence. ✅ Job & Project Profitability Reports Not sure which clients or projects are actually making you money? I break it down so you can double down on what works. ✅ Year End & Tax Ready Reports No more scrambling in Q1. I keep your books CPA ready all year so tax season is just another month. ✅ Gusto Payroll: Processing & Compliance W2s, 1099s, filings, tax deposits, handled correctly and on time, every time. ✅ Accounts Receivable & Payable Management Chasing invoices and losing track of what's owed? I put a system in place so nothing falls through the cracks. ✅ Account Reconciliation Bank, credit card, merchant accounts, all reconciled and accurate so your reports actually reflect reality. ✅ SOPs, Workflow Systems & Automation If your team relies on you for everything, that's a systems problem. I document processes and set up automations so they don't have to. ✅ Team Onboarding & Delegation Frameworks Scaling but can't let go? I build the training and handoff systems that make delegation actually work. Platforms: QuickBooks Online · Gusto · Xero (migration) · Wave (migration) · Google Sheets · Stripe · PayPal · Square Results I've delivered: 🔴 99.9% reconciliation accuracy, consistently 🔴 $150K+ in missed income recovered through audit corrections 🔴 35% reduction in overdue receivables 🔴 100% payroll compliance, no late filings, no penalties 🔴 60+ hours/month saved through streamlined workflows 🔴 $500K+ in retained revenue through process improvements 🔴 40% faster client onboarding after SOP implementation If you're tired of not knowing your numbers or knowing them but not having the time to fix them, let's talk. Send me a message and we'll figure out exactly where to start. 📩

I help businesses run smoothly by combining operations expertise with virtual support and data management. With over 15 years of experience leading production, logistics, and operational strategy, I deliver measurable improvements in efficiency, accuracy, and team performance — whether in the office, on the production floor, or remotely. I specialize in: Operations & Manufacturing: Streamlining production, managing inventory, and optimizing supply chains Virtual Assistance: Calendar management, email handling, client communications, and project coordination Data Entry & Management: Accurate and efficient handling of spreadsheets, databases, and reporting Team Leadership & Training: Building high-performing teams and ensuring accountability Process Optimization: Implementing systems that improve efficiency and reduce errors I combine strategic thinking with hands-on execution to save time, reduce errors, and help your business grow — whether you need a virtual partner or an operations expert. Top Skills: Operations Management | Manufacturing | Virtual Assistance | Data Entry | Process Optimization | Inventory Control | Team Leadership | Project Management | Lean Six Sigma | ERP Systems | Excel & Google Sheets | Email & Calendar Management

I’m an operations and logistics professional with experience managing high-level athletic programs, coordinating live broadcasts, and implementing data-driven performance tracking systems. Whether optimizing league operations, overseeing athlete development, or managing large-scale budgets, I bring a strategic and detail-oriented approach to every project. - Expertise in sports operations, event logistics, and game-day coordination. - Managed a $250K travel budget and implemented financial tracking systems - Developed performance analytics databases for athlete biometric tracking. - Led SaaS software rollouts for scheduling and data management Fluent in Russian and Spanish, with experience in multilingual communication. - Background in sports media, live broadcast coordination, and talent booking.

I am Erin Isaacson, an operations and resilience consultant and founder of Pacific Crest Digital Solutions. I support organizations by improving communication, strengthening their content and messaging, refining internal processes, and developing clear processes that align teams and support day to day operations. My work spans multiple sectors, including technology, trades, emergency management, real estate, and other small business operations. I began freelancing in 2019 and transitioned to full time consulting in 2021. I work with a trusted network of specialists who support design, editing, platform setup, and research. This collaborative model allows me to scale support and deliver targeted solutions based on each project’s needs. What I Do Best Operational Consulting and Project Oversight Providing workflow guidance, process assessments, and project management with a focus on clarity, efficiency, and sustainability. Marketing and Content Strategy Helping organizations build a consistent digital presence through structured planning, clear messaging, and strategic content development. Platform and System Support Working within platforms such as Zoho, Microsoft Dynamics, SharePoint, Asana, Monday.com, and other systems to help clients organize information, streamline workflows, and improve user experience. SEO and Content Creation Turning complex topics into clear, engaging, and accessible content that supports visibility and strengthens audience understanding. Compliance and Technical Documentation Creating accurate and well-structured documentation for regulated fields including defense, SaaS, engineering, cybersecurity, and healthcare. My Process Every engagement begins with a Q and A call to clarify goals, understand current challenges, and determine the level of support needed. From there, I recommend ongoing monthly services or a firm fixed price project with clearly defined deliverables and timelines. If you have upcoming content, documentation, or operations needs, I am always open to connecting. I am responsive, solution focused, and committed to helping organizations communicate clearly and operate with confidence.