Freelancers using Zoho Books in India
Freelancers using Zoho Books in India
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Jatin Agrahari
pro
New Delhi, India
Zoho CRM & Lead Automation Specialist
New to Contra
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Zoho CRM & Lead Automation Specialist
1
Zoho CRM Real Estate Lead-to-Appointment Automation System
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1
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Production-Grade GoHighLevel AI Appointment Booking & Lead Nurture System. Designed and implemented a production-grade GoHighLevel automation ecosystem that manages the complete lead-to-client journey. The system automatically captures leads, qualifies prospects using AI-driven workflows, nurtures engagement through automated follow-ups, schedules appointments, manages opportunities, and tracks performance through executive dashboards. Services Provided😍 1. CRM Architecture & Implementation 2. GoHighLevel Automation 3. AI Lead Qualification 4. Lead Nurture Automation 5. Appointment Booking Systems 6. Sales Pipeline Automation 7. Workflow Design & Optimization 8. Reporting & Analytics Tools Used -> GoHighLevel, Make.com, GroqAI
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AI-Powered Lead Intake, Qualification & CRM Operating System Designed and built a production-grade AI-powered lead conversion system that automatically captures, qualifies, enriches, and routes leads into a CRM without manual intervention. The system combines Airtable, Make.com (http://Make.com), HubSpot CRM, Groq AI, Twilio, and WhatsApp to create a complete lead management workflow. New leads are automatically analyzed by AI, assigned qualification scores, enriched with business insights, synced to HubSpot CRM, and prepared for outreach and sales follow-up. Key capabilities include AI lead scoring, qualification summaries, CRM synchronization, WhatsApp automation, lead enrichment, duplicate prevention, activity tracking, and automated pipeline management. The result is a scalable sales automation system that reduces manual data entry, improves lead response speed, and provides sales teams with qualified, actionable opportunities.
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39
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Agency Sales Pipeline & Outreach CRM Built in Airtable
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2
Zoho Books
(1)
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Ram Naresh Ramanadham
India
CA & CPA | IFRS, Audit, Tax & Accounting Expert
6
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CA & CPA | IFRS, Audit, Tax & Accounting Expert
0
I recently set up a complete monthly accounting and reporting workflow for a growing business. The work included designing a clear chart of accounts, recording and classifying transactions, building reconciliation templates, and preparing monthly P&L, Balance Sheet, and Cash Flow reports. I also incorporated MIS dashboards highlighting margins, spending patterns, receivables ageing, and key trends to support better operational decisions. Everything is now fully audit-ready and standardized for future scalability. Love helping businesses bring structure and discipline to their finance function.
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I have been working on a discounted cash flow (DCF) valuation for a client planning to raise investment. The model includes detailed revenue assumptions, cost drivers, operating margins, working capital cycles, capital expenditure forecasts, and weighted average cost of capital (WACC) calculations. The final output clearly presents intrinsic value, sensitivity analysis, and scenario outcomes to help the client understand valuation ranges under different business conditions. Valuation assignments are always exciting, combining analytical work with strategic insights.
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Recently completed a VAT and Corporate Tax review for a UAE entity operating across multiple revenue streams. I evaluated VAT classifications (taxable, exempt, zero-rated), validated documentation, checked input-output reconciliation, and reviewed cross-border transactions. On the Corporate Tax side, I assessed Small Business Relief eligibility, reviewed related party arrangements, analysed deductible vs non-deductible expenses, and prepared a preliminary CT impact summary. Early compliance checkups help businesses avoid future penalties and optimize tax positions from day one.
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Just wrapped up a full set of IFRS for SMEs financial statements for a client. This included preparing the primary statements, drafting detailed notes, assessing accounting estimates, updating depreciation and amortization schedules, and performing closing adjustments. I also ensured appropriate disclosures for revenue recognition, leases, related parties, contingencies, and subsequent events, along with a complete workpaper pack for audit support. Financial statements done right bring clarity and confidence to owners, investors, and auditors.
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78
Zoho Books
(1)
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Suman Das
Cooch Behar, India
Business Automation Expert & Workflow Strategist
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Business Automation Expert & Workflow Strategist
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Payment Gateway and Accounting Software Integration
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35
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Unified Data Access System
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33
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End-to-End Data Collection and Processing Automation
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20
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Zoho Books
(1)
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WERT CONSULTANCY
Tamil Nadu, India
US Tax support, Accounting & Bookkeeping - UAE, NZ, AU, EU
10
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US Tax support, Accounting & Bookkeeping - UAE, NZ, AU, EU
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Accounting in Zoho Books for SMEs & Startups (IN,UAE,NZ,AU,EU)
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4
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Australian Bookkeeping and Payroll Management for SMEs
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12
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Odoo ERP Implementation and Process Automation
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25
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Zoho Books
(1)
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Prabhas Puppala
Hyderabad, India
Boost Profits with Detailed Finance Analysis 💼
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Boost Profits with Detailed Finance Analysis 💼
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Comprehensive Financial Analysis for Small Business Growth
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2
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Streamlined Accounting System Implementation
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4
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Cost Management Strategy Development
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6
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Zoho Books
(3)
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CA DEEPTI ARORA
Gurugram, India
Clean books, zero stress — CA (CPA) with 20+ years
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Clean books, zero stress — CA (CPA) with 20+ years
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My software expertise
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13
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Testimonial Graphic
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20
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What Your Monthly Report Looks Like
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26
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From Chaos to Clean Books in 7 Days
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40
Zoho Books
(2)
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Utkarsh Agarwal
Jhansi, India
I am a LedgerSmith who helps you with your messy books
New to Contra
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I am a LedgerSmith who helps you with your messy books
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Thats making of invoices on zoho books
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21
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Thats Zohobooks work
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22
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Here are some glimpse of my work.
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24
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here is the bank recon
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27
Zoho Books
(3)
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Hemant Kumar
Gurugram, India
Bookkeeping and Tax Expert
New to Contra
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Bookkeeping and Tax Expert
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Work on QBO, Xero, Wave, Zoho
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21
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Financial Statements & Reconciliations
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40
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Financial Forecast
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12
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Cash Flow Planning
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17
Zoho Books
(2)
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