Allison Caddy

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Allison Caddy

Certified Since:: August 2019

My background:

As a Certified Online Business Manager, I help high-achieving, creative entrepreneurs escape the burnout cycle, so you can pursue your vision with your whole heart and not feel like a prisoner to your business. My zone of genius is creating strategic, streamlined systems for finance and operations that turn your biggest headaches into business super powers.

When we work together, you'll be able to depend on:

A THOUGHT AND STRATEGY PARTNER
Someone who supports your vision and works with you to bring it to life through strategic goals and action plans. Someone who is a sounding board for ideas and cornerstone for delegating to your team, so you can do more of the things only you can do and are meant to do in the world.

DATA-DRIVEN DECISIONS
Finance and operating systems intentionally built to provide key information allowing you to operate from clarity, not ignorance. You will experience the relief and power of understanding the effect before executing a decision.

FORWARD FOCUS
Step out of the reactive zone and into a proactive mindset. Listening to your intuition and focusing on what moves your business forward is essential to crushing your BIG goals. Be creative, cast your vision, and make sure you’re going exactly where you want to go. Look into the future rather than stay in the weeds.

ACCOUNTABILITY
Your days of chasing down team members and sifting through lingering tasks are over. As an ISTJ (MBTI), I’m extremely thorough, responsible, dependable, well-organized, and hard-working. I have an impeccable eye for detail and take great pride in making sure everything is done on-time and with the utmost quality. As your OBM, freeing up your time to live in your zone of genius is my top priority.


Skills & Training:

Bachelor of Science Degree in Business Administration
Certified Online Business Manager
CertifiedQuickBooks Online Proadvisor


Languages:

English


Online tools & systems:

Asana
Clickup
ConvertKit
Dubsado
QuickBooks Online
Hubdoc
G Suite
Dropbox
Squarespace
Canva
Acuity
Calendly
Slack
Voxer
Loom
PayPal
Veem
Zoom
Skype




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