I work with SMBs that are growing and have their admin scattered across spreadsheets, emails and the owner's head. My job is to organize that, automate what repeats, and give you numbers you can actually make decisions with. Each service can be hired on its own, and every proposal is built to fit.
The starting point. I go into your company, understand how your admin works today, and deliver a report with the numbers you should be tracking, the processes that can be automated, and a concrete plan to do it.
I put into motion what came out of the diagnosis. I build the automations, set up the dashboards and leave the reports running on their own. The scope depends on your company's complexity and the systems you use.
Once the system is running, I keep it alive. I follow your numbers month to month, make sure everything works, and we meet to look at what's happening in the business.
Work with a defined scope and a set delivery date. Some examples of what I do:
Integration between your billing system and control spreadsheet. Issued and received invoices load automatically and you can see collection status in real time.
A visual dashboard with the key KPIs of your business, connected to real data sources. So your leadership team decides with information, not intuition.
Bank statements integrate with internal entries and differences are flagged. Monthly manual workload disappears.
Targeted study that identifies which products, services or clients are truly profitable. Ends with concrete action recommendations.
Monthly reports arrive by email to partners or managers without human intervention. Configured once, they run forever.
Review of existing automations: how they're built, whether they have errors, what to keep and what to rebuild. Ideal if you inherited a system from someone else.
I'm an accountant and I work with accounting firms. I know the day-to-day: deadlines, clients who send everything at the last minute, tasks that repeat every month. These are some of the solutions I build for firms:
A portal where your clients check their status, download certificates and documents, and see category alerts and projections.
A dashboard with each client's deadlines, the status of every task and your team's workload.
Monthly reports and deadline reminders sent to your clients automatically by email or WhatsApp.
Setup and migration of accounting systems such as Tango, Bejerman, Xubio, Colppy and SOS Contador.
I put together each proposal after getting to know your business and what you need. Scope, timelines and budget are agreed in writing before we start.
Write to me, tell me what's going on in your business, and I'll send you a proposal.
Write to me