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Automate my client engagement and invoicing process

$250-750 USD

Anulowano
Opublikowano ponad 5 lat temu

$250-750 USD

Płatne przy odbiorze
We have a service based business working with our clients on ISO projects. Currently our whole business runs of excel and is vary manual. I would like to automate as much as possible with cloud based software with regards to CRM, Project Management, email auto responders and Invoicing (would prefer Xero).
Identyfikator projektu: 18330027

Informację o projekcie

18 ofert
Zdalny projekt
Aktywny 5 lat temu

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18 freelancers are bidding on average $555 USD for this job
Awatar Użytkownika
Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 10 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh
$555 USD w 10 dni
4,9 (64 opinii)
6,3
6,3
Awatar Użytkownika
HI, I am a Chartered Accountant having more than 10 years’ experience in accounting, finance, audit and taxation. Please check my profile as I did similar work on past. It will be great for me if you will message in detail over chat now. Moreover, I received 75 reviews till yet. I can help you in xero setting and accounting guidance. Regards Ashis
$250 USD w 7 dni
4,8 (90 opinii)
6,3
6,3
Awatar Użytkownika
Dear Sir/Madam, Thank you for taking the time to review this proposal. A great deal of thought went into crafting a proposal for services that adequately meet your project Automate my client engagement and invoicing process, and I am confident that you’ll find exactly what you’re looking for. I perform a variety of financial and accounting services.I am having experience in accounting software implementations etc. I am proud to be an accounting professional that helps business clients make sound financial decisions on a daily basis. I am fully committed to helping you succeed by performing the needed functions that keep you compliant with regulations. Should you have any questions, simply ask them. I will respond as soon as possible. I am an accountant having more than 10 years’ experience and have been on freelancer to provide business accounting services, including: -Bookkeeping -Payroll -Financial Analysis -Tax Preparation -Compliances -Financial Consulting -Accounting Software implementation and Integration I am proud to work with organizations who rely on my services to maintain and grow their businesses. My clients, who I have worked with so far, are basically from UK, US, Australia, New Zealand and India. Hence, I am well aware and experienced with accounting policies followed by those territory. If you’re ready to move forward with me, simply accept this proposal and award me this project. Thanks Gopal
$250 USD w 10 dni
4,9 (27 opinii)
5,3
5,3
Awatar Użytkownika
Hi, I have read your Job Description and would like to offer you my services for this particular job. I have over 4 years’ experience in Xero and have delivered my services to more than 100 clients with Xero. I am expert in the following functions of Xero: Banks Feeds handling/ Importing Bank Statements, Payroll Processing, Merchant Invoicing and matching, Reconciliation, Customized reports, Handling Products & Services and placing expenses to relevant products etc. As a CPA and ACA, I have over 10 years’ experience in the accounting, bookkeeping, preparation of financial statements, profit and loss statement, cash flow statement, review and reconciliation of accounts, bank reconciliation, tax statements, Tax returns, the filing of returns, Quarterly & Annual reports etc. With this vast experience in Xero and Bookkeeping services, I believe I can help you to automate your manual system. Looking forward to hearing back from you and complete the task as per your requirements.
$277 USD w 10 dni
5,0 (11 opinii)
5,3
5,3
Awatar Użytkownika
hello,dear. I have read all your requirements for 'Automate my client engagement and invoicing process' and I fully understood it. I am confident and I am sure that I am able to finish this project. Please come in contact with me, so that we can discuss any details via chat:) Skills: Accounting, Cloud Computing, MYOB, Software Architecture, Xero
$555 USD w 3 dni
5,0 (3 opinii)
3,8
3,8
Awatar Użytkownika
Hello Greetings of the day!! We are full stack developers team. A vision of expanding our strategic alliances with our customers to offer them high value-added, trustworthy & cost-effective solutions. We believe that quality is never an accident but intelligent efforts. Our in-depth knowledge while giving business solutions . Offer following services to our customers : 1. Consulting 2. Installation, Configuration & Customization 3. Training & Support 4. Maintenance 5. Up gradation 6. Payment Gateway Integration 7. Website Developments 8. Theme Developments 9. ERP Mobile Applications We are able to start work as soon as possible. we are also looking for the long-term relationship with you. Thank you for your consideration and look forward to speaking with you. Thanks and Regards Vijay D
$555 USD w 20 dni
5,0 (2 opinii)
2,1
2,1
Awatar Użytkownika
Hello, After going through your requirement for automating the software, we can help you in the customization and development. It will be great if you can please provide more information on your requirement. Maybe, we can connect and can understand the complete scope in detail. Meanwhile, we would like to provide you a glimpse of our expertise: We are in IT industry for almost 14+ years and we have varied experience in software development, designing and Digital Marketing. We have a team of Designers, Developers, QA, Project Managers and Sales Coordinators. We have our clientele presence in more than 20+ countries and till now we have succesfully executed 1000+ projects. We are a company with location in US and India. We are planning to expand our business operations in Europe and Middle East and have recently opened another office in Bahrain. We offer Total IT Solutions in different sectors like Education, Healthcare, Retail, Hospitality, Banking, Finance, etc with the services like Software Development, IT Networking, Cloud Services, Virtualization, Managed IT, Digital Marketing etc. We would like to provide you a demo of ERP and CRM apps as it will help us to showcase you our capabilities and you can get a more precise idea of our technical prowess. We have worked with QB and XERO as well. Hence, we would like to request you to please spare few minutes with us, as we will suggest you an optimal solution. Looking forward to hearing from you. Thanks
$777 USD w 10 dni
0,0 (0 opinii)
0,0
0,0
Awatar Użytkownika
I represent Instaview365 , CRM and Customer Success Company based out of India. We already have a solution in place which have modules for tracking Sales Activities, Follow Up, Integrated with Email for Notifications, Project Tracking with build in Invoicing along Customizable Dashboards and reports which can be scheduled as per defined timelines. We have deployed our Solution in Africa , India, Philippines. In case of detailed plan or have any queries, please reach out at Email - adnan at instaview365 dot com and would be happy to help you. Regards, Adnan Khan
$1 111 USD w 10 dni
0,0 (0 opinii)
0,0
0,0
Awatar Użytkownika
I have done MBA(finance) and having excellent knowledge of accounting concepts and accounting software. I am having more than 2 years of experience in Xero. I know everything about Xero software like creating invoices maintaining accounts receivable and accounts payable, maintaining clients and vendors details,create contacts etc.
$500 USD w 10 dni
0,0 (0 opinii)
0,0
0,0

O kliencie

Flaga SOUTH AFRICA
South Africa
0,0
0
Członek od wrz 16, 2014

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