Hire the Best Operational Planning Freelancers
in the United States

Most businesses don’t struggle because they lack ideas. They struggle because execution breaks down. Projects lose momentum. Priorities compete for attention. Processes become inconsistent. Leaders spend too much time solving the same problems instead of growing the business. That’s where I come in. I help business owners turn strategy into results by bringing structure, accountability, and clarity to their operations. For nine years, I ran the daily operations of a high-volume retail business with more than 15,000 SKUs and a fast-moving environment where decisions affected inventory, purchasing, vendors, employees, customers, and profitability. Every day required balancing competing priorities while keeping the business moving forward. I don’t believe in creating processes for the sake of having processes. I build practical systems that solve real business problems, improve consistency, and help teams execute with confidence. Whether I’m improving workflows, organizing operations, analyzing business data, building performance dashboards, coordinating initiatives, or creating systems that support growth, my focus is always the same: Move the business forward. I’m also the founder of D3KAT Insight, an operations intelligence platform I’m building to help small and midsize businesses turn operational data into better business decisions. Building the platform continues to strengthen the same skills I bring to every client: operational thinking, business analysis, problem-solving, and execution. What I Bring to Every Engagement • Business operations and process improvement • Workflow design and operational systems • Business analysis and data-driven decision support • KPI dashboards and performance reporting • Purchasing, inventory, and vendor operations • Project and initiative coordination • Practical solutions that improve execution and accountability Throughout my career, I’ve worked in environments where priorities change quickly and every decision has an operational impact. I know how to adapt, solve problems, and keep work moving forward while staying focused on the bigger picture. If you’re looking for someone who takes ownership, solves problems, and helps your business execute with confidence, let’s start a conversation. I’d love to learn about your business and how I can help move it forward.

I have a bachelor’s degree in Business Administration with a concentration in Management and have worked in this industry for 4 years with attainment through internship too. I understand that due to the sensitive nature of this field, I will be required to pass a full background check and do not have a problem with this. You will find that I am highly competitive and that I will be on top of the tasks and retain lots of information. I am very computer literate and have a great understanding of many software packages so if this is part of my work that would not be an issue for me. I come to you with great communication and diplomacy skills which I know are necessary when dealing with the public to collect confidential documents needed and make your life easier which will be extremely exciting for me. These types of situations can be difficult for some people, and I understand that they may seem stressful and am prepared to handle these types of situations.

I help businesses turn complex information, documentation, and processes into smooth, scalable daily operations. With over a decade of remote experience supporting startups, SaaS firms, consulting agencies, and high-level entrepreneurs, I specialize in taking disorganized business data, and turning it into structured, compliant, and efficient operational systems. My background in sales leadership and operations allows me to understand not only what needs to be done, but why it matters. Once expectations and priorities are clear, I work independently and take ownership of projects from start to finish. Core Areas of Expertise: • Compliance & Documentation Infrastructure: Authoring SOPs, vetting vendor/client paperwork, and building documentation pipelines. • Data Architecture & Reconciliation: Designing, auditing, and cleaning complex spreadsheets (Excel & Google Sheets), pricing worksheets, and cost-tracking models. • CRM & Data Management: Restructuring disorganized databases to ensure a single, accurate source of truth for your team. • Operational Process Mapping: Auditing existing workflows to eliminate bottlenecks and reduce friction. How I Work Best: I partner with companies that value clear expectations, defined deliverables, and realistic timelines. Once we align on the scope, I work entirely autonomously to deliver exceptional accuracy, consistency, and structure to your business operations. Ready to clean up the operational chaos and secure your compliance? Let’s connect.

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 bring a strong foundation in project management, research, and cross‑functional communication built through roles in healthcare account strategy, nonprofit operations, and working with high-level public officials. I excel at organizing complex projects, synthesizing information into clear deliverables, and improving workflows through structured processes and data‑driven insights. I’ve managed CRM systems, created executive‑level presentations, and supported teams by keeping fast‑moving operations on track. Located on the East Coast with flexibility for other time zones.

As an operational consultant, my job is to make your life easier and your business run smoothly. I learn your industry and company's uniqueness to help you identify the foundational business structures to increase your efficiency and automate menial tasks. I will work with you and your team to uncover sources of friction and implement processes and technical solutions. All solutions will be shaped to you, your current and potential future team. All processes will be maintainable, measurable and provide your team insight for the future. I have experience partnering with companies across diverse industries. I have recently worked in the consumer goods, software, marketing, training, law, real estate, manufacturing and non-profit industries. The first step is to break down your company or issue into its foundational parts through an Operational Audit. The audit allows us to understand how you adapted the foundational parts, the dials you can access to make a change, and their effect on your business. Through interviews, process investigation, operational research, and financial review, we will learn and document your systems and resources. This analysis will be the guidance to prioritize the operational work. Project management tools such as Asana, Monday, and Clickup have become the foundational tools for remote work and working with talented, geographically diverse teams. I help your team set up tools like these to fit your organization's culture now, grow with you in the future, and integrate with the rest of your tools and systems. By training, I am a rocket scientist and systems engineer. I have had the privilege of working on some of the world's most complex engineering systems throughout my career. I apply this experience to every problem. These principles of systems engineering will guide me as I analyze your organization. By focusing on the core of the business, I can quickly learn about your industry and product. My career has exposed me to the operations of companies from two employees up to 100,000. I have managed a 55 million dollar division with 150 employees and the day-to-day of my entrepreneurial ventures. I am an extremely quick study, love to learn, candid, open, and self-aware. These things, combined with my diverse experience, allow me to provide straightforward, rapid results in any industry.