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Helping Small Businesses Keep Their Books on Track
I provide QuickBooks Online bookkeeping support for small businesses, including cleanup and catch-up work, bank and credit card reconciliations, monthly bookkeeping, accounts receivable, accounts payable, payroll support, and financial reporting.
My focus is keeping the books accurate, organized, and easier to manage so business owners can spend more time running their business
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Connect with clients, get discovered, and run your business 100% commission-free
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A CRM for small businesses that sell on WhatsApp. I designed and built it from scratch.
Most small businesses don’t lose sales because of price. They lose them because nobody followed up.
A customer asks for a price on WhatsApp and waits hours for an answer. A quote is sent and nobody checks back. Someone promises to send details tomorrow, and forgets.
Po is a WhatsApp CRM and sales follow-up tool that catches these moments before the sale is lost.
Here is what it does:
| Reads your WhatsApp Business chats and builds your customer list, quotes and sales pipeline for you. No manual data entry.
| Shows which customers are waiting for a reply, which quotes went quiet and which promises are late, and how much money each one is worth.
| Writes a reply using your own prices and policies. You check it before it is sent.
| Sends customer follow-up messages on a schedule and stops as soon as the customer answers.
| Sends the business owner one short sales summary on WhatsApp every morning.
You stay in control. Po prepares the work, and you decide what goes out.
The full UI/UX case study is on Behance. The link is in the first comment. 👇
If you run a small business on WhatsApp, how do you keep track of follow-ups today?
#WhatsAppBusiness #CRM #SmallBusiness #ProductDesign #UIUXDesign #AIsolution #Aumation #Solution
Smart idea for shops on WhatsApp.
Hi, everyone
I am interested in connecting with professionals, learning new skills, and exploring freelance opportunities.
My skills include MS Excel, Accounting, Bookkeeping, tally, data entry , and financial documentation.
I am also interested in participating in projects and creative challenges where i can learn and contribute.
Looking forward to connecting with you all.
What happens when an executive has several pending conversations, multiple follow-up deadlines, and important commitments to manage?
I created this Google Sheets-based Follow-Up Accountability System to make sure nothing important falls through the cracks.
Let me show you how it works.
Project Spotlight:
Client Follow-Up & Accountability Management System.
This system helps track client interactions, monitor pending commitments, assign responsibilities, and identify follow-ups that require attention.
Key features include:
• Contact and communication tracking.
• Follow-up dates and deadline monitoring.
• Status management using interactive dropdowns.
• High, Medium and Low priority classification.
• Automatic overdue identification using conditional formatting.
• Last Action and Next Action documentation.
• An interactive dashboard displaying Total Contacts, Completed, Awaiting, Overdue and Due Today.
Tools & Techniques: Google Sheets, Data Validation, Conditional Formatting, COUNTIF, COUNTIFS, IF and TODAY functions.
The goal: To make follow-up management more organised, improve accountability, and ensure that important business conversations don't get forgotten. Because effective administrative support isn't just about getting things done; it's about making sure nothing important gets missed.
Do you need a simple accountability system ? Kindly send me a DM.
