I will automate your month end close and accounting workflows

Is your month-end close process filled with repetitive tasks, spreadsheets, follow-ups, and last-minute deadlines?

Ill help you automate and organize your month-end close and accounting workflows, creating a structured system that makes recurring tasks easier to manage, track, and complete on time.

Im Desmond T, a CRM & Business Automation Specialist with 3+ years of hands-on experience building business systems and workflow automations.

What I can automate and organize:

Month-end close checklists

Recurring accounting tasks

Task assignments and deadlines

Close progress tracking

Automated reminders and notifications

Recurring journal-entry workflows

Approval and review workflows

Document collection processes

Reconciliation task tracking

Financial reporting workflows

Team communication and handoffs

Accounting workflow dashboards

Data transfer between business tools

Zapier & Make integrations

Google Sheets and spreadsheet workflows

Tools I can work with:

QuickBooks | Xero | Google Sheets | Excel | Notion | Zapier | Make | Gmail | Slack | Google Workspace

I can build workflows that help your team know what needs to be done, who is responsible, when it is due, and what has already been