You will get Virtual Finance , Administrative Support, CRM Integration & Automation
Project details
Hello there,
Managing finances doesn’t have to be overwhelming. Whether you’re a small business, startup, or big business owner, I help simplify your accounting needs with precise bookkeeping, professional invoicing, and detailed financial reports. I handle expense tracking, client billing, reconciliations, and cash flow management with careful attention to detail and confidentiality.
My services save you time, reduce errors, and provide clear insights into your business performance. From setting up tailored bookkeeping systems, creating professional invoices, to generating monthly financial reports, I ensure you stay informed and in control of your finances. Flexible support options are available to fit your unique needs.
Ready to streamline your financial processes and focus on growing your business? Send a message today to get started with customized finance and accounting support designed just for you!
Managing finances doesn’t have to be overwhelming. Whether you’re a small business, startup, or big business owner, I help simplify your accounting needs with precise bookkeeping, professional invoicing, and detailed financial reports. I handle expense tracking, client billing, reconciliations, and cash flow management with careful attention to detail and confidentiality.
My services save you time, reduce errors, and provide clear insights into your business performance. From setting up tailored bookkeeping systems, creating professional invoices, to generating monthly financial reports, I ensure you stay informed and in control of your finances. Flexible support options are available to fit your unique needs.
Ready to streamline your financial processes and focus on growing your business? Send a message today to get started with customized finance and accounting support designed just for you!
Purpose
BusinessIndustry
Business Services & Consulting, Engineering, Retail & Wholesale, TelecommunicationsWhat's included
| Service Tiers |
Starter
$60
|
Standard
$100
|
Advanced
$140
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 4 days |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | - | - | - |
Project Management Support | - | - | - |
Travel Planning | - | - | - |
Frequently asked questions
18 reviews
(16)
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(1)
This project doesn't have any reviews.
ZA
Zabeth A.
Dec 4, 2025
Monday.com and Google Sheets Integration Specialist
Great job. Would recommend!
MA
Mary A.
Dec 2, 2025
Monday.com CRM Board Setup for Small Business
Awesome experience. Super fast, and thorough — I’ll definitely be working with Perpetua again!
VT
Vikas T.
May 5, 2025
Need someone urgent to map the pandadoc fields in monday.com
Okay, so found a SCAMMER here on this platform. I haven't thought that I would write this for someone someday, but if there is a negative rating option here, I will give that. Pepertua is a very ill-mannered freelancer, I don't know who gave her this tag of freelancer. She behaved very badly with me and asked personal questions about my business. She used very bad and arrogant words in our conversation, still I haven't said anything to her because my work is my priority. She is very disrespectful. Beware of her. Don't waste your time with her because I don't know what Ego she had; she didn't have skills as well as manners. She even asked you to beg in front of her if you needed any urgent work to be done. I request that Upwork take care of such scenarios and report these kinds of freelancers. She doesn't even deserve to be here. Such a bad experience for me, I hope I don't face any such situations in the future.
VE
Vivian E.
Mar 22, 2025
Quick Monday.com Task
Pepertua has excellent Monday.com skills and communicated clearly throughout the project. She delivered exactly what I needed in a timely manner. Great job
ZK
Zalmy K.
Dec 10, 2024
Monday.com Revamp
Great experience and Pepertua was fast!
About Pepertua
Workflow Automation and CRM specialist
100%
Job Success
Lagos Island, Nigeria - 3:52 am local time
I help founders, executives, and growing teams run smoother operations and cleaner CRMs as your Project Manager, CRM Automation Specialist, and Workflow Automation Expert. 100% Job Success Score.
You need someone who can organize your CRM, your project workflows, and your day-to-day operations without constant oversight. You need clear processes, automations that actually work, and someone who spots gaps before they slow you down. That’s the work I do every day.
What I’ve delivered for clients:
Built and optimized Monday CRM and Monday setups for sales and operations teams — cleaner pipelines, clearer reporting, and fewer manual updates
Designed CRM automation and workflow management systems using Zapier and Make — automating lead capture, follow-ups, and task creation
Provided ongoing project management and operations management software support — tracking deliverables, managing timelines, and keeping teams aligned
Cleaned up messy CRM software (including HubSpot and Salesforce CRM) — deduplication, field fixes, and better data hygiene so reports can be trusted
What I bring to the table:
CRM & Automation:
CRM setup, CRM optimization, and CRM development
CRM automation, marketing automation, and lead generation support
Workflow design, project workflows, and task automation
Project & Operations:
Project management, project tracking, and project workflows
Operations management software setup and cleanup
API integration and software integration for smoother daily operations
Tools I use daily:
Monday, Monday CRM, Zapier, Make, HubSpot, Salesforce CRM, Airtable, ClickUp, Asana, Trello, Notion, Google Workspace, and more.
You’ll get the most out of working with me if you want a proactive partner who communicates actively to understand your business processes, then designs and implements solutions that match your vision — while still being able to think on their feet and adapt as we go.
Message me and let’s talk about what you need handled.
Virtual Assistant | Executive Assistant | Project Manager | CRM Automation Specialist | Workflow Automation Expert | CRM Software | CRM Development | CRM Setup | CRM Optimization | Monday | Monday CRM | Zapier | Make | Automation | Workflow Management | Project Workflows | Operations Management Software | API Integration | Software Integration | HubSpot | Salesforce CRM | Airtable | ClickUp | Asana | Trello | Notion | Google Workspace | Lead Generation | Marketing Automation | Project Management | Project Tracking | Task Automation | Data Hygiene | Process Improvement | SOP Creation | Team Coordination
Steps for completing your project
After purchasing the project, send requirements so Pepertua can start the project.
Delivery time starts when Pepertua receives requirements from you.
Pepertua works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Consultation
We discuss your business’s specific finance and accounting requirements.
Bookkeeping Setup
I set up or review your bookkeeping system customized for your business structure.