You will get admin, operations, and financial support for your business.
Project details
You will get reliable administrative, operations, and financial support designed specifically for businesses and service-based companies.
I help business owners organize daily operations, track leads, follow up with customers, update job status, monitor invoices and payments, organize cleaner/staff information, and improve reporting using tools like Google Sheets, Jobber, Airtable, Trello, Google Workspace, and CRM platforms.
What makes this service different is that I understand cleaning business operations from real hands-on experience: job tracking, lead follow-up, cleaner coordination, payroll information, customer service, reports, and administrative cleanup.
My goal is to help you reduce administrative chaos, improve visibility, and keep your business organized so you can focus on sales, service quality, and growth.
I help business owners organize daily operations, track leads, follow up with customers, update job status, monitor invoices and payments, organize cleaner/staff information, and improve reporting using tools like Google Sheets, Jobber, Airtable, Trello, Google Workspace, and CRM platforms.
What makes this service different is that I understand cleaning business operations from real hands-on experience: job tracking, lead follow-up, cleaner coordination, payroll information, customer service, reports, and administrative cleanup.
My goal is to help you reduce administrative chaos, improve visibility, and keep your business organized so you can focus on sales, service quality, and growth.
Industry
Business Services & Consulting, Construction, Data Analytics, Education, Financial Services, Government & Public Sector, Logistics & Supply Chain Management, Real Estate, Transportation & Automotive, Travel & Tourism, WellnessLanguage
EnglishWhat's included
| Service Tiers |
Starter
$75
|
Standard
$180
|
Advanced
$350
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Outbound Calls | 0 | 5 | 10 |
Number of Email Sends | 10 | 25 | 50 |
Scriptwriting | - | - | |
Summary Report | |||
Lead List |
Optional add-ons
You can add these on the next page.
Additional Email Send
(+ 1 Day)
+$3
CMR Jobber Cleanup
(+ 3 Days)
+$75
Google Sheets Tracker Setup
(+ 3 Days)
+$120
SOP or Checklist Creation
(+ 2 Days)
+$85Frequently asked questions
About Angelica
Finance & Operations Support | QuickBooks, Reporting & Admin
Bogota, Colombia - 5:14 pm local time
With 14+ years of experience in administrative, financial, and operational roles, I help businesses keep their records organized, financial and administrative processes up to date, and recurring tasks under control.
My experience combines financial support with administrative and operational coordination, making me a good fit for businesses that need reliable back-office support without requiring constant supervision.
I can support you with:
• QuickBooks Online transaction review and categorization
• Bank and account reconciliation support
• Expense, receipt, and financial record organization
• Invoicing and payment tracking
• Payroll reporting and reconciliation support
• Financial and operational reporting
• Google Sheets tracking, analysis, and dashboards
• Administrative records and database management
• Document and file organization
• Project tracking and administrative coordination
• Task tracking and recurring process management
• SOPs, procedures, checklists, and documentation
• Data review, cleanup, and organization
• Back-office operations support
I have hands-on experience working with QuickBooks Online and financial management platforms, including reviewing and categorizing transactions, identifying discrepancies and duplicates, organizing expenses and supporting documentation, reconciling records, reviewing payroll transactions, and maintaining information for financial reporting.
My administrative and operations experience includes project tracking, reporting, document management, database maintenance, process documentation, invoicing, payment follow-up, and coordination of recurring business processes.
Tools I’ve worked with include: QuickBooks Online, Google Sheets, Google Workspace, Hurdlr, Quicken Simplifi, Jobber, Airtable, Trello, Power BI, Canva, and CRM platforms.
My working style is structured, detail-oriented, analytical, and independent. I work particularly well with clearly defined responsibilities, recurring processes, financial and administrative records, and project-based work that requires accuracy and consistent follow-through.
If you need reliable support with financial administration, reporting, administrative processes, or back-office operations, I can help keep those functions organized and running consistently.
Steps for completing your project
After purchasing the project, send requirements so Angelica can start the project.
Delivery time starts when Angelica receives requirements from you.
Angelica works on your project following the steps below.
Revisions may occur after the delivery date.
Review requirements and access
I will review your goals, current tools, files, trackers, CRM, Jobber, Google Sheets, lead list, or workflow.
Identify priorities and organize information
I will identify pending tasks, missing information, outdated records, follow-up needs, and areas that need better structure.