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Fiverr Pro
English
$
USD
I will set up mondaycom boards workflows automations and dashboards
Accounting Bookkeeping Specialist, QuickBooks Online, Xero, Excel, Monday com
I help small businesses and startups manage finances and workflows efficiently.
✔ Monthly bookkeeping
✔ Bank & credit card reconciliations
✔ Financial reports (P&L, Balance Sheet, Cash Flow)
✔ Budget...
About this Gig
Need help organising your business with monday.com?
I will set up a customised monday.com workspace to help you manage projects, track tasks, automate workflows and improve team productivity.
My Services Include:
Workspace Setup & Custom Boards
Workflow Design & Automation
Project and Task Management
Dashboards & Reporting
CRM & Sales Pipeline Setup
Team Collaboration & Task Tracking
Timeline, Calendar & Kanban Views
Notifications, Reminders & Integrations
Why Choose My Services?
Customised solutions for your business
Organised workflows and clear tracking
Improved visibility and team collaboration
Testing and handover guidance
My Process:
- Understand your requirements.
- Plan your workspace.
- Set up boards and workflows.
- Configure and test automations.
- Deliver your organised workspace.
Whether you are a freelancer, startup or small business, I can help you streamline your operations with monday.com.
- Ready to get organised? Contact me before ordering to discuss your requirements and choose the right package!
Domain:
Business
Industry:
Business services & consulting
•
Financial services
Language:
English
•
Hindi
•
Punjabi
FAQ
What do you need to start?
Your business requirements, preferred workflow, team structure and a description of the tasks you want to manage. Please do not share your password.
Can you customize monday.com for my industry?
Yes. I can help plan workflows for project management, client tracking, sales pipelines, marketing, and business operations, depending on your requirements.
Can you create automations?
Yes, for supported workflows and available account features. Please describe the trigger and the action you want automated.
Do I need a monday.com subscription?
Yes, you will need suitable access to monday.com. Some features, automation limits and integrations depend on your subscription plan.
Can you work with my existing workspace?
Yes. I can review the existing structure and propose improvements before making agreed changes.
Can I request a custom package?
Absolutely. Contact me with your requirements for larger workspaces, integrations or more complex workflows before ordering.
