Financial Reporting System
Built a Google Form and spreadsheet system to capture daily cash sales, card sales, and expenses, then roll them into weekly store-level cash summaries and total income reporting.
Finance & reporting
Return to the visual portfolio
Lebone Rachidi
Marketing, operations & business systems
Germiston, Gauteng, South Africa
Good ideas. Better systems. Less friction.
I connect customer growth with the systems behind delivery. Clearer offers, practical workflows, and tools that make work easier to run.
About
My work sits between the customer-facing side of a business and the systems that help the team deliver.
I help clarify the offer, communication and route to market, then build the workflows, tools and routines that carry demand through to execution.
Your work becoming easier is how I succeed.
Capabilities and process
- Create demand — Clarify the offer, audience, message and route to market.
- Build the system — Set up the forms, sheets, documents, tools and workflows the work needs.
- Keep it moving — Connect customer interest to delivery, reporting and repeatable execution.
Project categories
Finance & reporting
Costing, pricing, sales, and reporting systems that turn messy numbers into owner-facing decisions.
Operations systems
Workflows for orders, production, stock, messages, handovers, and daily execution.
Marketing, growth & outreach
Market research, positioning, customer communication, lead qualification, proposals and outreach systems for finding and converting demand.
People & SOPs
Hiring, onboarding, training, and documentation systems that make work easier to repeat.
Web & infrastructure
Websites, domains, email, deployment, and digital foundations that make a business easier to trust.
All 20 projects
Messaging Script Library for Instagram and WhatsApp
Created reusable customer message templates for greetings, availability, pricing, payment instructions, waiting times, and follow-ups to make communication faster and more consistent.
Operations systems / People & SOPs
Shared Light ERP and SOP Hub
Built a shared Google Doc that acted as a lightweight ERP and SOP hub, keeping customer orders, delivery details, internal records, and production-ready information in one accessible place.
Operations systems / People & SOPs
Order Capture, Production Planning, and Shortfall Tracking System
Built a connected workflow that moved customer demand from chat into structured order capture, weekly production planning, stock allocation, and production shortage tracking.
Operations systems
POS Implementation with Yoco and Company-Specific SOPs
Researched, registered, and rolled out Yoco POS across stores, then created step-by-step SOPs and delivered in-person demos so staff could use the system correctly.
Operations systems / People & SOPs
Hiring Pipeline and Onboarding Tracker
Built a lightweight hiring and onboarding workflow using Google Drive and trackers to collect CVs and videos, tier candidates, coordinate interviews, and onboard new team members with SOPs.
People & SOPs
Upwork Lead Qualification and Sourcing Workflow
Built the daily workflow for sourcing, filtering, and qualifying Upwork opportunities so the team could consistently identify relevant prospects for their service offering.
Marketing, growth & outreach
Proposal Template System for Loom-Based Applications
Created proposal templates that worked alongside custom Loom videos to make applications clearer, more structured, and more persuasive.
Marketing, growth & outreach
Service Positioning, Market Language Research, and Prospecting Strategy
Researched buyer language, tested prospecting routes, and built the GTM reasoning that clarified how SeedTech should position its service and where to find demand.
Marketing, growth & outreach
Pricing Strategy, Target Market Logic, and Product Expansion Concepts
Built the commercial logic for MaT Sanitisation Solutions, including pricing structure, target-market reasoning, and added product concepts to strengthen market entry.
Finance & reporting / Marketing, growth & outreach
Digital Presence, Search & Local Trust Infrastructure
Built the connected digital foundation for MaT Sanitisation Solutions: domain and email, live website, enquiry journey, search indexing, structured data, Google Business Profile, and review collection.
Web & infrastructure
Smart Recipe Costing and Menu Profit System
Built a spreadsheet-based system that calculated unit food cost, target selling price, and menu-level break-even logic for a local food business owner.
Finance & reporting
Medical Negligence Practice Model and Lead Generation System
Designed a service model, pricing logic, lead-generation workflow, and outreach system for a proposed medical negligence legal practice.
Marketing, growth & outreach
Website Design & Build Projects
Built and launched three websites across personal branding and live business use cases, handling site structure, content direction, build workflows, deployment, and functional lead-generation elements from concept to launch.
Web & infrastructure
Rasta's Bakery Walk Recipe Costing & Pricing System
Rebuilt and structured an Excel costing workbook for Rasta's Bakery so recipe sheets, batch-level costing, overhead working, and the owner-facing pricing table could support clearer product pricing without breaking the original decision layer.
Finance & reporting
ZALT Cleaning Solutions Financial History & Reporting System
Built an incremental ingestion and reporting workflow that turns mixed invoices, quotes, receipts, payment notifications, and narrated transactions into traceable financial history and owner-facing Excel reporting.
Finance & reporting
Financial Records & Monthly Reporting System
Combined a controlled bookkeeping register with a repeatable monthly reporting workbook, linking source evidence, review queues, reconciliation, management summaries, and accounting handoff.
Finance & reporting / Operations systems
Customer CRM, Payment Tracking & Growth Reporting
Built a customer-history, payment-tracking, follow-up, and recurring-service reporting system that helped MaT Sanitisation Solutions reach R10,000 in monthly revenue.
Finance & reporting / Operations systems
Customer Communication & Campaign Asset System
Connected Samsung Notes message workflows, WhatsApp execution, trial and service reminders, review requests, posters, catalogues, banners, stickers, and QR assets into one acquisition-and-retention system.
Operations systems / Marketing, growth & outreach
Investor Financial Projection & Funding Model
Built a traceable investor model connecting operating assumptions, unit economics, service capacity, customer acquisition, projections, and funding logic without exposing private model figures.
Finance & reporting
Tools
Google Workspace / Excel / Canva / AI tools / GitHub / Vercel
Contact
For roles, projects or a conversation about the work.