Hire the Best Intalogix OneLink Specialists

Your search for a top-tier financial partner ends here. I am Pooja, a seasoned Accountant and US Tax preparer with over 5 years of transformative experience helping businesses across the globe navigate the intricacies of US Tax laws and US GAAP. Whether you need to fix a year of chaotic bookkeeping, file complex corporate returns, or resolve an intimidating IRS notice, I deliver zero-error results with a fast turnaround. Specialized in tax resolution and adept at IRS communication and issue resolution 🔍What I Bring to the Table - US Tax Preparation & Advisory: Deep expertise in federal, multi-state, and local tax requirements. - Accounting Mastery & Cleanup: Transforming financial chaos into audit-ready, streamlined elegance. - Software Conversion & Integration: Seamless migrations between QBO, Xero, NetSuite, and more. - Extensive experienced in IRS resolutions: Handled various IRS letters requesting penalty abatement and installment agreements. 💼 My Technical US Tax Specializations I handle complex tax returns and strategy with absolute precision, including: 1. Entity Filings: Form 1040 (Individuals/Expats), 1120 (C-Corps), 1120S (S-Corps), 1065 (Partnerships), 1041 (Trusts & Estates), and 990 (Non-profits). 2. International & Cross-Border Compliance: Forms 5471, 5472, 1040NR, and Foreign Earned Income Exclusions. 3. IRS Resolution & Compliance: Handling penalty abatements, installment agreements, audit assistance, and direct IRS communications. 4. Advanced Tax Strategies: Multi-state returns (including complex filings like California, Oregon, and Portland City), Cost Segregation, and ERC projects (941X/943X). 🧹 QuickBooks & Accounting Cleanup Maestro Messy books stalling your business? I specialize in year-end closing, bank entry matching, and deep-dive historical cleanups. I execute cleanup projects with a velocity that matches your business pace, ensuring your financial records undergo a swift metamorphosis from total confusion to crystal clarity. 🛠 Software & Tool Proficiency Tax Softwares: Drake Tax, Drake Zero, ProConnect, Lacerte, UltraTax, ProSeries, TaxAct Accounting Platforms: QuickBooks (Online, Desktop, Enterprise), Xero, NetSuite, Odoo, Zoho, AppfolioClio. Integrations & Management: A2X, Stripe, PayPal, TaxDome, CCH Axcess, ClickUp, Asana, Teams, Egnyte 🏢 Industry Experience: I tailor my financial strategies to the unique nuances of your industry, including: - E-commerce & Drop Shipping - Real Estate & Construction - Hospitality, Restaurants & Food Trucks - Law Firms & Professional Services - Healthcare, Venture Capital & Content Creators Looking forward to partnering with you and taking the stress out of your tax and accounting season! Let's connect.

Interest in providing Virtual Assistant and General Administrative Services tailored to your legal practice. With over three years of specialized experience as a Virtual Assistant—including roles as a Cold Caller, Appointment Setter, Lead Manager, Transaction Coordinator, and Disposition Manager—and eleven years in the BPO industry, I bring a wealth of expertise and professionalism to every engagement. My background includes serving as an Executive Administrative Assistant, Paralegal, Intake Specialist, and Case Manager in legal offices across Virginia, Georgia, Illinois, and Missouri. These roles have equipped me with the skills necessary to manage sensitive legal data, streamline virtual case workflows, and support attorneys and legal teams with precision and confidentiality. Services Offered: Legal Data Entry & Document Conversion Data Cleansing & Error Detection Online Legal Research & Word Processing CRM & ERP Software Utilization Microsoft Office Suite & Google Workspace Support Medical Records Software for Legal Case Integration Cold Calling & Appointment Setting for Client Intake Case Tracking, Reporting, and Timeline Management Performance Management & Project Scope Development By retaining my services, you gain a reliable and detail-oriented partner who can help reduce administrative burdens, improve operational efficiency, and ensure timely and accurate handling of legal documentation. My commitment to relationship-building, time management, and client satisfaction ensures a seamless experience for your team and your clients. I would be honored to contribute to your continued success and growth. Please feel free to reach out with any questions or to schedule a time to discuss how I can support your organization.

I am a seasoned professional known for driving business growth and delivering outstanding service. My expertise lies in: * Bookkeeping, Invoicing, Billing, Financial Reporting and Budgeting, and Forecasting using QuickBooks Online, Xero and ZOHO * Providing comprehensive support and enhancing customer satisfaction using integrated CRM tool * Surpass sales targets and excel in high-pressure environments.

For the past 8+ years, I've helped law firms, digital marketing agencies, SaaS companies, real estate businesses, tax advisory firms, debt settlement companies, and other service-based businesses generate leads, stay organized, and keep their sales process moving. Most of my work revolves around GTM for B2B outbound. I build prospect lists, develop ICPs, launch and manage cold email campaigns, monitor deliverability, handle inboxes, follow up with interested prospects, and book qualified meetings. I've worked extensively with Instantly, Smartlead, HotHawk, EmailBison, Apollo, Clay, and GoHighLevel, and I'm comfortable managing every stage of an outbound campaign, from mailbox setup through appointment setting. I also help businesses get the most out of their CRM, particularly GoHighLevel. Whether it's organizing pipelines, building automations, cleaning up workflows, or making sure no lead slips through the cracks, I enjoy creating systems that make the sales process easier to manage. Outside of outbound, I've spent several years supporting law firms in client-facing roles. My experience includes personal injury, estate planning, and family law, where I've handled lead intake, appointment scheduling, document preparation, and client communication through phone, text, email, and live chat. I've also worked in debt settlement and tax advisory, where qualifying prospects and guiding them through the next steps was part of my day-to-day work. I'm equally comfortable behind the scenes, coordinating projects in Notion, Asana, and ClickUp, managing inboxes, supporting customers through chat, email, and phone, and making sure clients receive timely, professional communication. One thing I've learned over the years is that good systems keep businesses moving. Whether I'm building outbound campaigns, managing an inbox, or supporting clients behind the scenes, my goal is simple: keep conversations moving, stay organized, and make sure nothing falls through the cracks. If that sounds like the kind of support you're looking for, I'd love to connect. Cristine

Are you looking for a reliable and detail-oriented professional who can turn raw data into actionable insights? With over 10 years of experience in dialer administration, data analysis and reporting and 6+ years in team leadership across top-tier BPOs, I’m here to help you make data-driven decisions that drive performance and growth. Also, a freelance bookkeeper. -Bachelor's Degree in Information Technology =Dialer Admin -Bookkeeping experience - took short course Accounting for Non-Accountant -Former educator turned operations professional -Recognized for excellence in work performance What I can do for you: - Dialer Admin (campaign setup, optimization and management) - Data entry, data management, and reporting (MS Suite and Google Workspace) –File organization & cloud storage (Google Drive, Dropbox) – Inbox and calendar management– Document formatting, reports, and presentation prep – Tracking KPIs, creating and handling reports– Team support – task monitoring and productivity reports – Client follow-ups, scheduling, and CRM updates - Bookkeeping Here’s how I work: – Adaptable, I thrive in dynamic environments and quickly learn new tools – Detail-Oriented, Data accuracy is non-negotiable – Strategic, I manage time and tasks with clear planning – Collaborative, I communicate with clarity and listen with intent CORE SKILLS & PLATFORMS: Dialer Operations • Predictive/auto dialer configuration (LiveVox, Noble, Genesys) • Contact strategy, list generation, volume forecasting Data Management & Reporting • Data entry, analysis, interpretation • KPI reporting, dashboard creation • MS Excel (advanced formulas, pivot tables, charts), Google Workspace Scheduling & Real-Time Management • Intraday control, adherence tracking, schedule optimization • Tools: Aspect/Alvaria, Calabrio, Noble Harmony, CommunityWFM BOOKKEPING • Process purchase orders, manage and track inventory & deliveries • Manage customer billing and oversee supplier payments Supervisory & Team Leadership • Coaching, mentoring, performance management • Driving engagement and accountability Side Hustle / Hobby: – Canva & PowerDirector enthusiast – graphic/video presentation maker – Tech-savvy and always in the loop with social media trends If the tool you need isn’t on my list — I’ll learn it.Adaptability is my strongest tool. Let’s connect — you won’t lose if you bet on me. I’m ready to serve!

Whether you're looking for customer service or operational support, I'm top-rated and available here. Experience spanning 13+ years: 📍 Part-Time EMS Monitoring Agent for GWT2Energy (7 Mos). 📍 Mobile User Support and Customer Service Manager for Smart Receipts (1.5 Years). 📍 Conducted multi-site security monitoring/police dispatch for Security Trailers (2 Years). 📍 Provided user support for SmartNews platform (5 Years). 📍 Legal Support Specialist for Immigration Law Firm (5 Years) 📍 Operations Support for Tenant Law Firms (2-4 Years). 📍 Intake Specialist for Divorce/Family Law Firm (1 Year). Focusing on what's important is my daily drive. Let's talk about your needs today. Customer Service & Technical Support Specialties: 📍Microsoft & Google Applications: Proficient. 📍AI Platforms: Proficient in working side-by-side. 📍Communication: Excellent in both written and spoken English; skilled live chat operator. 📍Leadership: Experienced in planning, execution, management, and supervision. 📍 Adaptability: Flexible and adaptable to any required environment. 📍 Team Collaboration: Cooperative and able to work effectively in multidisciplinary teams. 📍 Resilience: Ability to work under tremendous pressure with excellent time management. 📍 Proactivity: Proactive nature with a readiness to take action to influence events. 📍Decision-Making: Competent in making decisions in emergency scenarios. 🥅 Goal: I aim to build long-term relationships with clients by consistently delivering exceptional creative services and ensuring quality results at a reasonable price. I am committed to best effort with every client, aiming for unparalleled output that meets and exceeds client expectations. Drop me a message.