Caitlin Porter

Helping small businesses stay organized & run smoothly

LET’S CONNECT

Caitlin Porter

Helping small businesses stay organized & run smoothly

LET’S CONNECT

ABOUT

Hi, I’m Caitlin

I work with small businesses to keep their books organized, projects on track, and systems running smoothly.

I’ve worked with a variety of businesses — from restaurants to marketing teams, farms, and IT companies — and understand how different each setup can be.

Whether you’re starting from scratch or trying to get things back under control, I can step in where you need support.

GET IN TOUCH

Bookkeeping
QUICKBOOKS ONLINE

• Monthly bookkeeping & reconciliations
• QuickBooks setup from scratch
• Catch-up work for months or years of books
• Review and correction of bookkeeping errors

PROJECT &
WORKFLOW MANAGEMENT

• Project setup and organization
• Task and deadline tracking
• Ongoing project management
• Oversight of day-to-day project work

SYSTEMS SETUP &
OPTIMIZATION

• System setup from scratch
• Workflow setup and structure
• Improvement of existing systems
• Streamlining of processes and operations

VIRTUAL
ASSISTANT

• Calendar and appointment scheduling
• Email inbox organization and management
• Preparation of meeting agendas and materials
• Organization of daily schedules and priorities

GET IN TOUCH

Let’s Get Your Business Organized

What do you need help with? *

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