INTEGRATED OPERATIONS + FINANCIAL SYSTEM FOR CREATIVE BUSINESS

THE SITUATION

A creative business had a functioning workflow for projects but no connection between their operations and financial tracking. Invoicing, project tracking, and expenses were all happening in separate places with no alignment.

THE PROBLEM

• Financial tracking disconnected from actual work

• No clear link between projects and revenue

• Inconsistent invoicing and follow-up

• Lack of visibility into project-level performance

WHAT I BUILT

• Structured financial categories to align with services/projects

• Simplified invoicing and payment tracking flow

• Connected operational workflows with financial tracking

• Created a lightweight system to track revenue alongside work

• Built a simple monthly review process tying everything together

THE RESULT

• Clear connection between work completed and revenue generated

• More consistent invoicing and follow-up

• Better visibility into business performance

• Systems that support decision-making—not just tracking

KEY FEATURES

• Integrated operations + financial system

• Project-to-revenue visibility

• Simplified invoicing workflow

• Monthly review process