Accounting & Automation for Small Businesses

AR/AP management, reconciliations, and Excel + Power Automate workflows that save hours and tighten your process.

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What I deliver

  • Accounts Receivable/Payable clean-up
  • Bank & credit card reconciliations
  • Excel dashboards & automation
  • Power Automate email reminders

Services

AR/AP Management

Invoice organization, payment posting, vendor/customer comms, and tidy aging reports.

Reconciliations

Bank & credit card reconciliations with error detection and clean documentation.

Excel & Automation

Dashboards, overdue flags, and automated email follow-ups via Power Automate.

Portfolio

AR Automation Dashboard

AR Automation Dashboard (Excel + Power Automate)

Automated overdue reminders and status tracking. Reduced manual follow-up time by ~50%.

  • Excel
  • Power Automate
  • QBO
Reconciliation Toolkit

Reconciliation Toolkit

Clean templates for bank/CC reconciliations with built-in checks for discrepancies.

  • Excel
  • Accounting

About Tanya

I manage full AR/AP cycles, reconciliations, and reporting, combining QuickBooks Online, Excel, and Power Automate to streamline workflows and improve accuracy.

Clear communication, reliable delivery, and organized systems are my thing.

Trusted Metrics • True Method

Work With Me

Tell me about your bookkeeping or automation goal. I’ll reply within 1 business day.

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