Joelle Passerello (TL-9E403F)
Operations Partner
Strategic Operations, Back-End Business Support, Business Growth, Bookkeeping & Financial Strategy, Document Preparation & Review
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Professional Bio
As an experienced Operations Partner, I specialize in helping service-based businesses streamline their back-end operations, improve efficiency, and create actionable strategies for sustainable growth. I provide strategic guidance in areas like bookkeeping, financial reporting, and document management to reduce overwhelm and empower business owners to focus on scaling. With a strong commitment to clarity, reliability, and tailored solutions, I partner with entrepreneurs to ensure they have the operational support they need to thrive.
Skills & Expertise
Strategic Operations
Bookkeeping
Business Consulting
Financial Strategy
Document Review
Operational Support
Process Optimization
Cash Flow Management
Lean Business Practices
Client Relations
Experience
With over 16 years of experience in operations, business consulting, bookkeeping, financial strategy, and document compliance, I specialize in helping service-based businesses streamline operations, improve financial clarity, and implement scalable growth strategies. I have successfully led strategic initiatives for numerous organizations, reducing operational complexity and driving business growth. My expertise spans business consulting, full-charge bookkeeping, financial reporting, and document management, ensuring clients receive actionable insights and efficient solutions for long-term success.
Education
Bachelor of Arts: Entrepreneurial Management and Marketing – San Bernardino, CA, 12/2018 Associate of Science: Accounting – Chaffey College, Rancho Cucamonga, CA, 12/2011
Certifications
QuickBooks ProAdvisor: Online (Levels I & II), Desktop, Bookkeeping & Payroll Specialist – Intuit, 03/2025 Accounting – CourseCareers, 06/2025