Streamline Files & Finance Tracking

My digital life has become cluttered and I’d like a detail-minded organiser to bring order back. The immediate, top-priority task is rebuilding my Excel-based finance system so I can track expenses and income with confidence and generate quick monthly summaries. From there, the focus shifts to taming a collection of PDFs and other documents scattered across Google Drive and local folders.

Here is what I would like to walk through with you:

• Finance workbook makeover – redesign or build fresh sheets in Excel or Google Sheets that log every expense and income line, apply formulas for running balances and high-level summaries, and remain simple enough for me to maintain after we finish.
• Document purge & filing – establish a clear folder hierarchy, rename legacy files, and batch-move stray PDFs/docx files into the new structure.
• Inbox clean-up – set up sensible Gmail labels and filters so future messages land in the right place automatically.
• Personal portfolio – compile key certificates, CV, and samples into a lightweight PDF or cloud folder I can share when needed.
• Step-by-step guidance – screen-share sessions (or concise Loom videos) where you show me what you’ve done and leave written SOPs so I can keep the system running.

I value efficiency but also want to understand the workflow you create, so clear explanations and a patient teaching style are essential. If you’re comfortable weaving together Excel formulas, Gmail labels, and smart file-naming conventions—and you can manage the project without constant supervision—let’s talk.