You will get a custom Excel or Google Sheets tracker
Project details
I build spreadsheets the way a bookkeeper builds them, because I am one. QuickBooks ProAdvisor certified, managing multi-entity books daily, which means your tracker is designed for real use, not just a pretty screenshot. Clear formulas, clean formatting, instructions included, fixed pricing.
Data Entry Type
Data Cleansing, Document ConversionData Entry Tool
Google Docs, Google Sheets, Microsoft Excel, Microsoft Office, Microsoft WordWhat's included
| Service Tiers |
Starter
$175
|
Standard
$400
|
Advanced
$750
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 1 | 2 |
Number of Hours of Work | 5 | 7 | 12 |
Formatting & Clean Up | |||
Graph & Table Creation | - |
About Chloe
Bookkeeping, Accounting, Executive and Personal Assistant Services
Marina del Rey, United States - 9:59 am local time
My focus is on helping clients stay organized, financially healthy, and efficient by managing the day-to-day tasks that keep their operations running smoothly. I work independently, communicate proactively, and integrate seamlessly into existing workflows — so you always know where things stand without having to chase me for updates.
What I Do Best
Bookkeeping and Financial Support
Managing daily transactions and maintaining accurate financial records
Reconciling bank and credit card statements
Preparing monthly, quarterly, and annual financial reports
Supporting budgeting, forecasting, and financial planning
Proficient in Excel for data analysis, financial modeling, and reporting
Coordinating with CPAs, payroll providers, and state agencies on compliance and filings
QuickBooks Online Expertise
Full account setup and ongoing management
Invoicing, bill pay, and expense tracking
Custom reporting and clean, organized financial dashboards
Property Management and Operations Support
Creating and optimizing listings for mid-term and long-term rentals
Sourcing and placing qualified tenants quickly and professionally
Coordinating property walkthroughs and documenting units
Managing tenant communication with clarity and professionalism
Handling guest logistics, access instructions, and amenity coordination
Supporting real estate compliance, documentation, and vendor coordination
Ensuring smooth, organized experiences for both owners and tenants
Executive and Personal Assistant Services
Calendar and schedule management
Inbox organization and professional correspondence
Coordinating with vendors, professionals, and service providers on behalf of clients
Business licensing and permit research and coordination, including regulatory applications
Managing multi-step personal and business projects from start to finish
Travel planning and booking
Data entry, digital file organization, and document preparation
General administrative support across multiple business entities simultaneously
Client Relations
Providing personalized support tailored to each client's workflow
Communicating proactively to ensure clarity and alignment — flagging issues before they become problems
Acting as a reliable, discreet point of contact for ongoing operational needs
Handling sensitive financial and business information with complete confidentiality
Why Work With Me?
Reliable and Trustworthy: I handle sensitive financial and business information with complete confidentiality and care. Clients trust me with passwords, client data, and proprietary information — and I take that responsibility seriously.
Detail-Oriented and Organized: I am meticulous with numbers, systems, and communication, ensuring accuracy and consistency across every task.
Proactive and Independent: I anticipate needs, flag issues early, and get things done without needing to be managed. When something is going to be delayed, you'll hear from me before the deadline — not after.
Multi-Skilled Support: From bookkeeping to tenant placement to business permit coordination to executive support, I bring a well-rounded skill set that supports your business from multiple angles — so you can stop thinking about the details and focus on the bigger picture.
I am passionate about helping businesses, property owners, and entrepreneurs stay organized and financially sound. If you are looking for someone who can manage your books, streamline your operations, place tenants, and support your day-to-day tasks with professionalism and clarity, I would be glad to connect.
Steps for completing your project
After purchasing the project, send requirements so Chloe can start the project.
Delivery time starts when Chloe receives requirements from you.
Chloe works on your project following the steps below.
Revisions may occur after the delivery date.
Review
Review what you need to track and confirm the structure.
Build
Build the workbook with formulas, formatting, and dropdowns.