I streamline operational and financial processes, creating more accuracy, access, and time savings for Minnesota companies in the trade industries. In working directly with business owners and operational department heads, I give more access to their needed data and reports.
For over 25 years, in various positions, I have become a trusted resource for companies by providing an understanding of the power in their own technologies and the digital data within their existing systems. I work in the Operations or Office departments to solve several common pain points. Not fully understanding the opportunities of how software can integrate, there is often an unnecessary redundancy of data and effort. Often companies simply do not know how to pull up the best data or reports from their databases, their CRMs or financial software. I analyze their application processes and then improve or simplify the process flow with automation, integration and synchronization.
I train, consult and even directly dig into a company’s software systems to solve issues that slow down production. I am a QuickBooks Proadvisor, certified to train and optimize QuickBooks in the cloud. I also am proficient with other financial software, various CRMs, Database management, Field Service Management, G Suite, Report Generation, and Document Management. My work within companies makes a measurable difference in optimizing their financial software and along with my experienced data analysis skills, improves the process flow of data. Need to automate reports? Let me get in there and I will save a company time and money!