Work · the operating ledger

Three disciplines. One accountable operator.

Executive admin, bookkeeping, and freight documentation belong in one system when the same owner is currently checking all three.

Scope

What moves from your week to mine.

01

Calendar & inbox

  • Inbox triage and replies in your voice
  • Scheduling, rescheduling, and follow-up
  • Meeting notes, action items, and ownership
  • Client and vendor coordination
02

Books

  • Bank and credit-card reconciliation
  • Invoicing, AR follow-up, and AP scheduling
  • Expense categorisation prepared for review
  • Month-end close pack preparation
03

Ops & dispatch

  • Load coordination, check calls, and ETAs
  • BOL, POD, delivery orders, and receipts
  • TMS entry and dispatch logs
  • Agreed after-hours shipment triage

Access & controls

You’re handing someone your bank feed. Here’s exactly what that means.

01 · Access

Limited by design.

I work inside QuickBooks as a limited user. I categorise, reconcile, and prepare. I don’t hold your banking login or move money; payments stay behind your approval.

02 · Confidentiality

Written before access.

A signed NDA before the first working day—or before the discovery call if you prefer. I’ll send mine or sign yours.

03 · Continuity

Planned for interruption.

Fibre primary, mobile-data backup, and a UPS on the desk. If Manila loses power, you hear it from me, not from a missed deadline.

04 · References

Speak to a real person.

Named references from previous engagements are available on request. I’d rather you call them before you commit to anything.

Verified record only

Where the work is grounded.

Dispatch assistant

Troy Logistics · Texas

Daily dispatch, load tracking, driver calls, and the documents that move with freight—including after-hours cases.

Engineering training

University of Ilocos Sur Polytechnic State College

BS Agricultural and Biosystems Engineering: process diagrams, tolerances, and reproducible systems.

Working tools

QuickBooks · Google Workspace · Microsoft 365 · TMS · ClickUp · Asana · Slack · GoHighLevel · LeadConnector · Jobber

No testimonial carousel. Real quotes will appear only after a former client approves the words and attribution.

Next entry

See how the handoff works.

Open the first-week process