About

Built by an operator, for operators.

Built by an operator, for operators. We turn operational knowledge into SOPs, playbooks, and systems your team can actually use.

Our Mission

Make operating knowledge easy to capture, easy to share, and easy to trust.

We work with teams who care deeply about how work gets done. Our job is to turn the way you already operate into a documented system your whole team can use — without slowing anyone down.

What guides us

Precision

Every word, every step, every checkpoint earns its place.

Practicality

Documentation only matters if your team actually opens it.

Partnership

We embed alongside your team, not above it.

Leadership

Kristina, Founder & Principal Consultant

Steering Knowledge Into Systems.

15+Years of Experience
120+Processes Documented
6+Industries Served

Meet Kristina Jaluba

Founder & Principal ConsultantCPA

Kristina brings 15+ years of experience across finance, operations, reporting, ERP implementations, and business process improvement.

She founded ProcessCaptain after seeing how much critical knowledge becomes trapped in meetings, emails, and employees' heads.

Her mission is to transform tribal knowledge into scalable systems that help teams operate more consistently, onboard faster, and grow with confidence.

Every project is handled by an experienced operations and finance professional to ensure accuracy and usability.

How It Works

Five steps from first call to delivered documentation.

01

Discovery Call

We start with a 30-minute call to understand your team, tools, and the processes that need to be captured.

02

Process Walkthrough Recording

You share a recording — Zoom, Loom, Teams, or a screen share. No scripts, no prep, just walk us through how things work.

03

Documentation & SOP Creation

We transform your recording into polished, structured SOPs, training guides, process maps, and playbooks tailored to your team.

04

Review & Refinement

You review the first draft and share feedback. We refine the language, structure, and formatting until it's exactly right.

05

Delivery Within 48 Hours

Receive brand-ready documentation your team can open, follow, and trust — delivered in as little as 48 hours.

Sample Deliverables

What your team will receive.

Every engagement ends with polished, ready-to-use documentation. Here's a sample of what clients receive.

Standard Operating Procedures (SOPs)

Training Manuals

Process Maps

Onboarding Guides

Month-End Close Playbooks

ERP Process Documentation

Based in the San Francisco Bay Area. Supporting clients remotely nationwide.

Experience Highlights

A 15+ year track record built inside the work.

ProcessCaptain combines deep finance, operations, ERP, and process improvement expertise with practical documentation that teams actually use.

CPA

Certified Public Accountant

Licensed CPA with experience supporting public, private, and nonprofit organizations across audit, reporting, and financial operations.

15+

Years Across Finance & Operations

Deep practitioner experience in financial reporting, accounting operations, business process improvement, and operational excellence.

ERP

ERP Implementations & System Transitions

Hands-on expertise guiding organizations through ERP rollouts, financial system migrations, data transitions, and post-implementation stabilization.

120+

Processes Documented

Over 120 SOPs, workflows, training guides, and operational playbooks built across finance, accounting, operations, and compliance functions.

M&A

Growth, Acquisitions & Change

Experience supporting organizations through high-growth phases, acquisitions, restructuring, and operational transformation initiatives.

1:1

Every Engagement, Expert-Led

No hand-offs. No junior staff. No generic templates. Every engagement is handled by an experienced operations and finance professional from kickoff through final delivery.

Every project is handled by an experienced operations and finance professional to ensure accuracy and usability.

Expert-Led

Why Clients Work With ProcessCaptain

Knowledge transferable. Processes repeatable. Operations easier to scale.

Organizations don't hire ProcessCaptain simply to create documentation. They hire us to make knowledge transferable, processes repeatable, and operations easier to scale.

  • 01

    Deep experience inside finance, ERP, and operational environments

  • 02

    Documentation designed around how teams actually work

  • 03

    Practical, usable SOPs instead of shelfware

  • 04

    Every project handled by an experienced operations and finance professional

  • 05

    Fast turnaround and measurable operational impact

  • 06

    Documentation that improves onboarding, consistency, and accountability

Let's make your operations easier to scale.

Book a Discovery Call