Hire the Best Operational Planning Freelancers
in the United States

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 bring 28 years of diverse experience in administrative and operations management across logistics, industrial, and food service sectors. My focus is on enhancing operational efficiency and boosting customer satisfaction through effective leadership and problem-solving. I have a proven track record in streamlining processes, managing teams, and implementing policies that deliver results. Skilled in staff management and financial reporting, I excel at training teams and optimizing workflows to achieve excellence. With a keen ability to learn quickly and a strong aptitude for information management systems, I communicate effectively at all levels. If you seek a reliable partner to drive your operational goals and enhance team performance, I'm here to help bring your vision to fruition. Let's connect.

Need someone who can step into a messy operation, identify what is slowing things down, find where time or money is leaking, and build the structure to make it work better? That’s what I do. I’m an executive operations and project management professional with experience turning underbuilt, fast-moving organizations into clearer, more organized, more accountable operations. My work spans business operations, project management, process improvement, people systems, customer experience, documentation, marketing coordination, and creative support. I’ve served as second-in-command to a CEO, built operating infrastructure across nine business functions, reduced a 30-day production turnaround to 7 days, cut payroll preparation from roughly one week to under one hour, and created 100+ SOPs, policies, proposals, RFPs, training materials, risk assessments, and strategic documents. I’m also strong at gap analysis, scope review, and identifying work that is being underpriced, overscoped, or completed outside the agreed scope. I’ve identified approximately $28K in overscoped and out-of-scope client work that had not been billed, helping leadership spot revenue leakage and tighten scope, pricing, and billable hours. Earlier in my career, I built customer retention processes that reduced churn from approximately 40% to under 4% and increased off-season revenue by 300%. I’ve also led creative and marketing teams, managed multi-location projects, supported HR and onboarding, raised $120K through fundraising initiatives, and coordinated work across clients, vendors, leadership teams, and internal staff. I can help with: • Executive and business operations • Project management and cross-functional coordination • Workflow design and process improvement • Gap analysis and operational assessments • Scope review and out-of-scope identification • Billable-hours and project-scope analysis • SOPs, policies, documentation, and business systems • HR support, onboarding, and people operations • Customer success, retention, and client communication • Proposals, RFPs, research, and executive documentation • Marketing project coordination, website content, and copy • Presentations, Canva, Adobe Creative Suite, and basic creative support I’m a strong fit when you need someone experienced enough to work independently, organize ambiguity, communicate with leadership, identify problems before they become expensive, and move between strategy and execution without needing to be managed every step of the way. Tools I’ve worked with include Productive, Slack, Frame IO, BambooHR, BambooHR Payroll, RingCentral, Google Workspace, Microsoft Office, Salesforce, HubSpot, WordPress, Canva, Adobe Creative Suite, Asana, Monday, Basecamp, Mailchimp, Meta Business Suite, and GA4.

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 turn complex information into organized, accurate, usable results. I’m an experienced operations and business professional with a background in data management, Excel, financial analysis, contracts, research, logistics, project coordination, and process improvement. In my professional career, I’ve managed operational databases and financial models, supported budgets totaling approximately $100M, managed lifecycle information for more than 1,600 assets, coordinated contracts and vendors, developed performance metrics, and led complex logistics projects. I’m comfortable taking information from multiple sources, organizing it into a clear format, identifying inconsistencies, researching missing information, and delivering a polished final product. I can help with: • Excel and Google Sheets cleanup and organization • Data entry, validation, and quality control • Online research and data collection • Company, vendor, and market research • Spreadsheet creation and auditing • Database and CRM cleanup • Data verification and standardization • Contract and document organization • Administrative and project support • Financial and operational data organization • Research-based list building • Process documentation and improvement • Other detail-oriented operations projects I’m highly organized, comfortable working independently, and accustomed to handling sensitive business information and deadline-driven projects. I’m particularly interested in flexible, project-based work where I can take ownership of a defined assignment and deliver an accurate, professional result.

I don’t just help businesses “improve operations”—I help fix what’s actually slowing them down. With 15+ years of hands-on experience, I step into businesses to identify gaps, inefficiencies, and breakdowns across systems, processes, and teams—then build the structure needed for things to run smoothly and scale effectively. I’m known as The Business Operations Doctor because my approach is both diagnostic and practical. I look at how your business is functioning today, where it’s breaking down, and what needs to be built or rebuilt to support growth. I’ve worked across multiple industries and business models, supporting companies through growth phases, restructuring, system rebuilds, and operational clean-up. What I can help you with: ✔ SOP Development (clear, structured, and actually usable) ✔ Process Mapping & Workflow Design ✔ Operations Audits & Assessments ✔ KPI & Performance Tracking Frameworks ✔ System Implementation (ClickUp, GHL, CRMs, internal tools) ✔ Team Alignment & Operational Structure ✔ Process Improvement & Efficiency Optimization ✔ Program & Project Management ✔ Technology Improvement & Design How I work: I don’t deliver generic templates. I build systems based on how your business actually operates—your team, your workflows, your goals. Everything is designed to be used, maintained, and scaled. If your operations feel: Disorganized Reactive Hard to manage Or dependent on too many manual workarounds Then we’ll fix that—properly. Let’s build an operational foundation that supports your business now and where you're going next.