You will get organized and cleaned business data ready for reporting.
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Top Rated
Project details
Running a small business often means constantly juggling responsibilities while trying to keep operations moving forward. Between customers, staffing, scheduling, reporting, finances, and day to day operations, it becomes very easy for spreadsheets and data to become disorganized, inconsistent, or difficult to use. I understand that personally from both running my own business and leading large scale multi-million-dollar operations where clean and reliable information directly impacted decision making and growth.
Over time, I learned that organized data is not just about making spreadsheets look cleaner. Good data organization helps businesses:
• Improve operational visibility
• Reduce confusion and duplicate work
• Support better reporting and KPIs
• Identify trends more clearly
• Make faster and more confident decisions
My background includes operational leadership, reporting visibility, workflow organization, forecasting, and analytics work across Fortune 500 scale operations. I approach data cleanup in a practical and collaborative way focused on helping small businesses create more clarity and less operational stress without unnecessary complexity.
Over time, I learned that organized data is not just about making spreadsheets look cleaner. Good data organization helps businesses:
• Improve operational visibility
• Reduce confusion and duplicate work
• Support better reporting and KPIs
• Identify trends more clearly
• Make faster and more confident decisions
My background includes operational leadership, reporting visibility, workflow organization, forecasting, and analytics work across Fortune 500 scale operations. I approach data cleanup in a practical and collaborative way focused on helping small businesses create more clarity and less operational stress without unnecessary complexity.
Data Tool
Microsoft ExcelWhat's included $45
These options are included with the project scope.
$45
- Delivery Time 2 days
- Number of Revisions 1
- Number of Sources Mined/Scraped 0
Optional add-ons
You can add these on the next page.
Fast 1 Day Delivery
+$100
Written Cleanup Summary
+$35
Additional day
(+ 1 Day)
+$50
Additional 3 days
(+ 3 Days)
+$125Frequently asked questions
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ER
Ernest R.
Jun 29, 2026
Properly Configure Networks,VLANs, Wifi, and Guest Zone for my Home
Being a relative newcomer to my recently purchased Ubiquiti setup, I sought guidance from Matt and his team to review, finalize, and secure my network. They excelled in setting up my networks, VLANs, and firewall rules, which I was not 100% confident in doing myself. I believe their expertise and professionalism were well worth the investment, even for a relatively small home network like mine. Thank you, Matt. Sincerely, Ernie R.
EM
Erin M.
Apr 25, 2026
Guidance on Understanding Metrics and KPIs for Operational Role
Matt simplified my metrics. He made them actually useful for decision making by making them easy to understand. Clear, practical, and great to work with.
NS
Nicole S.
Mar 14, 2026
Landscaping Start up
Matt was easy to work with and helped me organize my pricing and job profitability in Excel. The tool he built will be very helpful moving forward.
About Matthew
Fractional COO | CFO | FP&A, Profit & Operations Advisor | Bookkeeper
100%
Job Success
St. Pete Beach, United States - 1:46 am local time
As an Official Jobber Partner, I specialize in helping businesses implement and optimize platforms like Jobber, JobTread, ServiceTitan, Housecall Pro, QuickBooks, ClientBooks, and AI-powered business systems that reduce manual work, improve accountability, and support long-term growth.
Before founding Kalea Consulting, I spent nearly two decades operating one of the highest-performing blue-collar operations within a $5B+ corporation. For more than 12 years, I led multi-million-dollar operations with full profit and loss responsibility, where forecasting, budgeting, operational discipline, people leadership, and financial performance were part of my daily responsibilities.
Every engagement begins with the same question: What's preventing this business from operating at its full potential? I don't start with software or dashboards. I start by understanding how your business operates, where bottlenecks exist, and why problems keep resurfacing. Once those issues are identified, I build systems that improve profitability, strengthen accountability, and give owners confidence in the decisions they make every day.
The biggest business problems rarely originate in the numbers alone. Financial statements, dashboards, and software can tell you what happened. My role is helping uncover why it happened and building the operational systems that prevent those problems from happening again.
My approach combines operational leadership, financial insight, technology, and human behavior because businesses are ultimately run by people, not spreadsheets. I also bring enterprise AI training through OpenAI and extensive hands-on experience implementing AI into real business operations through workflow automation, MCP integrations, and intelligent business systems that create measurable business value. The goal isn't simply to improve a process. It's to build an organization that operates predictably, scales effectively, and becomes less dependent on the owner.
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Owners contact me when
• revenue is growing, but profitability isn't keeping pace
• the business they built around their passion is consuming their time instead of creating freedom
• bookkeeping, job costing, and financial reporting no longer provide confidence in business decisions
• Jobber, JobTread, QuickBooks, or other business systems are underutilized, disconnected, or could benefit from AI automation
• employees rely on the owner because accountability and operational structure are missing
• estimating, scheduling, and field operations aren't aligned, creating daily frustration and constant firefighting
• problems keep repeating despite meetings, conversations, and good intentions
• operational chaos is taking the enjoyment out of the business they worked so hard to build
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What I implement
• Business operating systems (Jobber, JobTread, Housecall Pro, ServiceTitan, QuickBooks, ClientBooks)
• AI workflow automation and business process optimization
• SOPs, workflows, accountability, and operational structure
• Job costing, KPIs, forecasting, budgeting, and financial visibility
• Pricing strategy, profitability improvement, hiring, and business growth
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Typical outcomes
• improved profitability through stronger operational discipline
• accurate financial visibility and meaningful business reporting
• streamlined workflows and better utilization of business systems
• reduced owner dependence through documented processes and accountability
• stronger forecasting, budgeting, and operational planning
• management meetings that result in decisions and measurable action
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Education & Credentials
• Official Jobber Partner
• B.S. Business Data Analytics, Arizona State University (Summa Cum Laude)
• IMA CMA (Certified Management Accountant) Candidate with approved experience in management accounting, forecasting, variance analysis, operational finance, performance management, and operational decision support.
• Intuit Certified QuickBooks Online ProAdvisor - Level 1 & Advanced Level 2
Steps for completing your project
After purchasing the project, send requirements so Matthew can start the project.
Delivery time starts when Matthew receives requirements from you.
Matthew works on your project following the steps below.
Revisions may occur after the delivery date.
Review Dataset
Review the spreadsheet, formatting issues, and cleanup requirements.
Clean & Organize Data
Perform agreed upon formatting, cleanup, and organization work.