Freelancers using Zoho Books in India

Freelancers using Zoho Books in IndiaFreelancers using Zoho Books in India

Projects People

New Delhi, India

Zoho CRM & Lead Automation Specialist

New to Contra

Zoho CRM & Lead Automation Specialist

Cover image for Zoho CRM Real Estate Lead-to-Appointment Automation System

Zoho CRM Real Estate Lead-to-Appointment Automation System

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Cover image for Production-Grade GoHighLevel AI Appointment Booking

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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Cover image for AI-Powered Lead Intake, Qualification &

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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Cover image for Agency Sales Pipeline & Outreach CRM Built in Airtable

Agency Sales Pipeline & Outreach CRM Built in Airtable

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Ram Naresh Ramanadham

CA & CPA | IFRS, Audit, Tax & Accounting Expert

7: Followers

CA & CPA | IFRS, Audit, Tax & Accounting Expert

Cover image for I recently set up a complete monthly accounting and reportin...

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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Cover image for I have been working on a discounted cash flow (DCF) valuatio...

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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Cover image for Recently completed a VAT and Corporate Tax review for a UAE ...

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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Cover image for Just wrapped up a full set of IFRS for SMEs financial statem...

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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Cooch Behar, India

Business Automation Expert & Workflow Strategist

Business Automation Expert & Workflow Strategist

Cover image for Payment Gateway and Accounting Software Integration

Payment Gateway and Accounting Software Integration

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Cover image for Unified Data Access System

Unified Data Access System

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Cover image for End-to-End Data Collection and Processing Automation

End-to-End Data Collection and Processing Automation

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WERT CONSULTANCY

Tamil Nadu, India

US Tax support, Accounting & Bookkeeping - UAE, NZ, AU, EU

12: Followers

US Tax support, Accounting & Bookkeeping - UAE, NZ, AU, EU

Cover image for Accounting in Zoho Books for SMEs & Startups (IN,UAE,NZ,AU,EU)

Accounting in Zoho Books for SMEs & Startups (IN,UAE,NZ,AU,EU)

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Cover image for Australian Bookkeeping and Payroll Management for SMEs

Australian Bookkeeping and Payroll Management for SMEs

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Cover image for Odoo ERP Implementation and Process Automation

Odoo ERP Implementation and Process Automation

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International Bookkeeper for CPA Firms, Agencies

New to Contra

International Bookkeeper for CPA Firms, Agencies

Cover image for Creative Marketing Agency (New Zealand

Creative Marketing Agency (New Zealand 🇳🇿) Overview A fast-growing digital marketing agency in New Zealand required a reliable bookkeeping system to manage client billing, agency expenses, and monthly financial reporting. The objective was to maintain accurate financial records, improve cash flow visibility, and provide management with actionable financial insights. Services Provided 📂 Expense Categorization 📄 Client Invoice Management 💰 Accounts Receivable (AR) Management 💳 Accounts Payable (AP) Management 🏦 Bank Reconciliation 📊 Monthly Financial Reporting 📈 Budget vs Actual Analysis Software Used ZohoBooks Microsoft Excel Challenges Expenses were inconsistently categorized. Outstanding client invoices delayed cash flow. Vendor bills were difficult to track. Monthly reports required significant manual effort. Budget performance was not regularly monitored. Solutions Implemented Organized all transactions into accurate expense categories. Managed and monitored customer invoices with timely follow-ups. Maintained Accounts Receivable and Accounts Payable schedules. Performed monthly bank reconciliations to ensure accurate records. Prepared monthly Profit & Loss, Balance Sheet, and Cash Flow reports. Created Budget vs Actual reports in Excel to monitor spending and profitability.

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Cover image for Here's a professional LinkedIn/Upwork/Instagram caption

Here's a professional LinkedIn/Upwork/Instagram caption for the Xero dashboard showcase: 📊 Xero Dashboard for an E-Commerce Business 🇨🇦 A custom-built financial dashboard designed for Maple Cart Co., providing a clear view of business performance in one place. ✨ Dashboard Highlights: • 💰 Cash Flow Monitoring • 📈 Sales & Revenue Tracking • 🛒 Purchase Management • 💵 Net Profit Analysis • 🏦 Bank Account Overview • 📄 Invoice & Bills Tracking • 📊 Business Performance Insights • ☁️ Clean, Modern Xero-Inspired Interface Whether you sell on Shopify, Amazon, Etsy, or WooCommerce, having accurate financial data helps you make smarter business decisions and grow with confidence. Need a customized bookkeeping dashboard for your e-commerce business? 📩 Let's connect and simplify your finances. #Xero #Bookkeeping #Ecommerce #Accounting #FinancialDashboard #SmallBusiness #Shopify #AmazonSeller #EtsySeller #WooCommerce #CloudAccounting #Finance #BusinessGrowth #InternationalBookkeeper #CanadaBusiness #DashboardDesign #VirtualBookkeeper

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Cover image for Helping Restaurants Stay Financially Healthy

Helping Restaurants Stay Financially Healthy 🍽️📊 Accurate bookkeeping is the foundation of every successful restaurant. In this portfolio project, I showcase how I help restaurant businesses maintain organized financial records using QuickBooks Online and Microsoft Excel. ✔️ Daily Sales Recording ✔️ Bank & Credit Card Reconciliation ✔️ Accounts Payable & Vendor Management ✔️ Payroll Support ✔️ Monthly Profit & Loss Reporting ✔️ Cash Flow Monitoring ✔️ Budget vs Actual Analysis ✔️ Financial Insights for Better Decision-Making My goal is to provide restaurant owners with clean books, reliable financial reports, and actionable insights so they can focus on delivering great food while I take care of the numbers. Tools Used: QuickBooks Online • Microsoft Excel #Bookkeeping #QuickBooksOnline #RestaurantAccounting #FinancialReporting #SmallBusiness #Accounting #Bookkeeper #Excel #CashFlow #ProfitAndLoss #Contra #Freelancer

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Cover image for #quickbooksonline #bookkeeping #inventorymanagement #smallbusin…

#quickbooksonline #bookkeeping #inventorymanagement #smallbusin…

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Prabhas Puppala

Hyderabad, India

Boost Profits with Detailed Finance Analysis 💼

Boost Profits with Detailed Finance Analysis 💼

Cover image for Comprehensive Financial Analysis for Small Business Growth

Comprehensive Financial Analysis for Small Business Growth

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Cover image for Streamlined Accounting System Implementation

Streamlined Accounting System Implementation

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Cover image for Cost Management Strategy Development

Cost Management Strategy Development

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CA DEEPTI ARORA

Gurugram, India

Clean books, zero stress — CA (CPA) with 20+ years

New to Contra

Clean books, zero stress — CA (CPA) with 20+ years

Cover image for My software expertise

My software expertise

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Cover image for Testimonial Graphic

Testimonial Graphic

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Cover image for What Your Monthly Report Looks

What Your Monthly Report Looks Like

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Cover image for From Chaos to Clean Books

From Chaos to Clean Books in 7 Days

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Utkarsh Agarwal

I am a LedgerSmith who helps you with your messy books

New to Contra

I am a LedgerSmith who helps you with your messy books

Cover image for Thats making of invoices on

Thats making of invoices on zoho books

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Cover image for Thats Zohobooks work

Thats Zohobooks work

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Cover image for Here are some glimpse of

Here are some glimpse of my work.

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Cover image for here is the bank recon

here is the bank recon

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