- Discovery call on how you work and what you need to track
- Custom system for notes, projects, tasks, and ideas
- Templates for capturing and reviewing information
- AI workflows to search, summarize, and connect your notes
- Walkthrough session so you can run it yourself
Professional business assessment covering financial performance, profitability, cash flow, business model sustainability, and key risks.
Backed by 7+ years of experience in investment analysis, corporate finance, business valuation, and financial due diligence.
Deliverable: PDF report with key findings and practical recommendations within 3 working days, subject to receipt of complete supporting
If you need someone to do minor tasks for you such as file organizing, scheduling, data extraction and dumping, cleaning and sorting data or files, creating a deck, a minor report/insight, sending follow-ups, proofreading, or anything under the sun. I’m here to help!
I can help with social media content, Canva designs, captions, scheduling posts, responding to customer messages, email management, bookings, data entry, online research, and other day-to-day tasks. I also have experience creating short-form videos and working with international customers. I’m organized, creative, adaptable, and happy to help with different tasks depending on your needs.
Let me make a personal budget tracker for you in Google Sheets! This service includes a template doc with a sample filled out sheet and empty sheets good for 12 months. Feel free to specify which graphs you’d like to see. Comes with 2 revisions.
Need help with your daily tasks? I can assist with data entry, web research, Excel and Google Sheets, document formatting, report preparation, and file organization.
Send me a message to discuss your requirements, and let's get your tasks done!