Is your firm struggling with disconnected workflows, broken automations, inconsistent processes, or a TaxDome setup that's no longer supporting your team?
I help tax and accounting firms streamline operations, optimize workflows, and build scalable systems that improve efficiency, accountability, and the overall client experience.
My approach goes beyond TaxDome implementation. I evaluate how your firm operates, identify operational bottlenecks, and design practical solutions that align your people, processes, and technology.
How I Help
✔ TaxDome Audits & Operational Assessments
✔ TaxDome Implementation & Optimization
✔ Workflow Design & Automation
✔ Pipeline Configuration & Client Journeys
✔ Practice Management & Operational Consulting
✔ SOP Development & Process Documentation
✔ Team Workflow & Responsibility Mapping
✔ Client Onboarding & Experience Optimization
✔ Tax Operations & Practice Support
Platforms
TaxDome • ClickUp • QuickBooks Online • ProConnect • Tax Planner Pro • Gusto • Xero • Wave • Dubsado • Asana • SmartSuite • TaxBandits • CaseMail
Over the past 10 years, I've supported U.S. tax and accounting firms by improving operations, implementing scalable systems, and helping teams work more efficiently. Whether you're implementing TaxDome for the first time, cleaning up an existing environment, or redesigning your firm's operational workflows, I focus on building practical solutions that support long-term growth.
If you're looking for someone who can improve the way your firm operates, not just manage day-to-day tasks, then I'd love to connect.
Administrative Support
QuickBooks Online
Operations Analytics
Tax Accounting
Intuit Proconnect Tax
Customer Retention Strategy
Small Business Administration
Business Consulting
Operations Management Software
CRM Automation
Pricing Strategy Consulting
Business Analysis
Chamilia O.
Castries, Saint Lucia
$14/hr
4.7
10 jobs
I help Shopify and ecommerce brands turn customer support into a retention and revenue channel.
With 10+ years of experience handling customer interactions across email, live chat, and phone support, I specialize in delivering fast, empathetic, and solution-focused service that increases customer satisfaction and encourages repeat purchases.
My experience includes:
• Gorgias and Zendesk ticket management
• Shopify order support and customer inquiries
• Email, chat, and phone support
• Refund, return, and exchange management
• Customer retention and de-escalation
• SLA compliance and quality assurance
• Create training material
Recent results:
• 98% CSAT score
• 50+ tickets handled daily
• Average response time within 1 hour
• Contributed to reducing refunds and improving retention by over $1,500 monthly
• Supported ecommerce brands generating $1M+ annually
Why clients hire me:
✓ Native English speaker
✓ Fast onboarding and quick adaptation to new tools and workflows
✓ Professional, calm, and customer-first communication
If you're looking for a reliable customer support specialist who can represent your brand professionally while improving customer satisfaction and loyalty, I'd be happy to discuss your needs.
Ecommerce
Gorgias
Customer Retention
Customer Service Training
Zendesk
Phone Support
Online Chat Support
Email Support
Phone Communication
Customer Service
Product Knowledge
Team Building
ClickUp
English
Shopify
Anarcisse A.
Castries, Saint Lucia
$49/hr
5.0
15 jobs
At Coalition Technologies I managed $30K+ in paid-ads MRR. For OLOV I generated $10K+ GMV in 35 days through a short-form funnel system. My pitch frameworks have unlocked $5K+ in grant funding. At RSS I managed over 60 GHL client sub accounts ($12,000+ in MRR). Systems, not luck, that's what I bring to your account.
GoHighLevel expert helping agencies and service businesses build CRMs, funnels, websites, and email/SMS automations end-to-end inside GHL. 5★ Top-rated work, clean systems, fast turnaround. Available now.
I build the full GoHighLevel stack: GHL CRM setup, snapshot creation, white-label SaaS configuration, A2P 10DLC registration, pipelines & triggers, sales funnels, landing pages, and GHL websites. If it lives in HighLevel, I've shipped it.
Web design is a revenue driving lever. I design GHL websites and ClickFunnels-style sales funnels with conversion hierarchy, mobile-first layout, and clean copy. WordPress, Webflow, and GHL site builders all in scope.
Send me a message or book a consultation. I usually reply in under 4 hours and can start the same week.
HighLevel
Marketing Automation
Automation
Web Design
Marketing Strategy
Email Campaign Setup
Email Marketing
Landing Page
Customer Relationship Management
ClickFunnels
Lead Generation
Zapier
WordPress
Sales Funnel
Social Media Marketing
Tristan A.
Castries, Saint Lucia
$20/hr
5.0
8 jobs
Stop wasting ad spend on clicks that don't convert. Let's fix your CPA.
🚀 PROVEN WIN: Built and scaled a targeted webinar lead-generation campaign for a mortgage lender. Generated 30+ direct prospect conversations and qualified leads in under 2 weeks with an $8–$10 CPA—massively outperforming finance industry benchmarks.
Most digital marketing campaigns fail because of a disconnect between the ad buyer and the technical setup. A media buyer drives traffic, a developer builds the landing page, and nobody takes actual ownership of the Conversion Rate (CRO) or Cost Per Acquisition (CPA).
I combine aggressive paid media strategy with deep technical funnel execution (Web Development, GoHighLevel, GA4 Tracking). When I manage your ad spend, I make sure the entire ecosystem—from the first video ad impression to the CRM follow-up sequence—is engineered for maximum ROI.
What I Bring to Your Project:
🔹 High-Ticket B2B & Service Funnels: Experience managing performance campaigns for $15k+ premium development and marketing packages, ensuring client acquisition costs justify the investment.
🔹 Full-Funnel Alignment: Skilled in aligning ad copy, video creatives, and technical landing page architecture to eliminate funnel friction and reduce wasted ad spend.
🔹 Clean Tracking & Attribution: Advanced setup of GA4, Google Tag Manager (GTM), and server-side tracking so you know exactly which keywords and ads are generating revenue.
My Core Technical Stack:
• Ad Platforms: Google Ads (Search/PPC/PMax), Meta Ads (FB/IG), LinkedIn Ads.
• Funnel & CRM Architecture: GoHighLevel (GHL), WordPress, Landing Page Optimization (CRO).
• Data & Analytics: GA4, GTM, Conversion API (CAPI), ROI/ROAS Optimization, A/B Testing.
Let's audit your current setup:
Send me a invitation or message with your website URL and the platform you are running ads on. I’ll review your funnel and tell you exactly where your leaks are.
Google Tag Manager
Social Media Content Creation
Search Engine Optimization
UI Animation
Digital Marketing
Paid Media
Social Media Management
Motion Graphics
WordPress Development
Google Analytics
Web Design
Paid Social
Google Ads
Social Media Advertising
Diana C.
Castries, Saint Lucia
$10/hr
5.0
3 jobs
Looking for a dependable Data Entry Specialist or Virtual Assistant you can trust with your daily operations? You’re in the right place.
I am Diana, a highly detail-oriented and results-driven professional with experience in customer service, data entry, and administrative support. I learn new systems quickly, follow instructions accurately, and consistently deliver high-quality work on time. I began my career in customer service, where I developed strong communication, empathy, accuracy, and time-management skills. Since then, I’ve supported businesses with data management, inbox handling, e-commerce support, and CRM updates. As an online business owner myself, I understand how critical excellent customer service is to a company’s success and reputation.
I am available 6–7 days a week, including days, nights, and weekends, and I am willing to work in any time zone. My services include live chat and email support, customer service and inbox management, Shopify and e-commerce support, order tracking, CRM updates, and data entry and administrative support.
You should hire me because I am fluent in English, a fast and accurate typist, highly detail-oriented, a quick learner, and deeply professional. I take pride in always giving my best and delivering quality work. My goal is to help your business run smoothly and grow by providing accurate, reliable, and high-quality support. I'm a straight forward individual who takes my work seriously, I'm committed to achieving excellence in every task that is assigned to me. If you're looking for someone who you can rely on, go ahead and send me a proposal and I'd be delighted to discuss how I can add value to your team.
Data Analysis
Data Entry
Zendesk
Customer Satisfaction
Calendar Management
Customer Service
Online Chat Support
Phone Support
Payment Processing
Google Workspace Administration
Proofreading Feedback
Appointment Setting
SEO Content
Salesforce CRM
ChatGPT
Caymar C.
Castries, Saint Lucia
$25/hr
5.0
1 jobs
🌟 Dynamic Business Support Specialist | Virtual Assistant • Expert Cold Caller • Bookkeeping • Sales & Customer Service 🌟
Tired of hiring freelancers who deliver the bare minimum? I'm here to change that.
I’m Caymar Celestin, a results-driven business support professional with 7+ years of experience boosting performance across operations, customer service, sales, and bookkeeping. From fast-paced startups to established businesses, I’ve helped companies increase revenue, streamline systems, and deliver world-class client experiences.
What I Bring to the Table:
✅ Operational Excellence
Designed and optimized workflows to reduce inefficiencies and improve team output
Handled executive operations including CRM setup (Zendesk, Hubspot), internal communication, and team coordination
✅ Sales & Cold Calling Expertise
Closed deals through persuasive outbound calling and strong lead qualification strategies
Supported nursing homes and healthcare agencies with client onboarding and sales pipeline growth
✅ Client & Customer Support
Delivered white-glove service across industries like healthcare, tech, and real estate
Managed intake and resolution systems that improved customer retention and satisfaction scores
✅ Bookkeeping & Payroll Proficiency
Proficient in QuickBooks Online
Managed payroll, accounts payable/receivable, reconciliations, and tax filings for U.S.-based clients
Education Snapshot:
Certified Accounting Technician (ACCA) || Oxford Brookes University
Sir Arthur Lewis Community College || Division of Arts, Science, and General Studies
Studies included: History, Sociology, Literature, and Communication Studies
Clendon Mason Memorial Secondary School || Caribbean Secondary Education Certificate in Mathematics, English Language Level 5, English Literature, History, Social Studies, Spanish, French, Electronic Document Processing Management (EDPM), Principles of Business (POB)
Certifications:
QuickBooks Online Certificate of Proficiency || Lightspark
Excel for Business || Coursera
Why Clients Hire Me (and Keep Hiring Me):
Reliable: I work smart and stay ahead of deadlines—no micromanaging needed
Versatile: Whether it’s tech tools, accounting platforms, or customer systems—I adapt quickly
Communicative: You’ll always know what’s happening. I keep communication clear and consistent
Strategic: I don’t just execute—I help you grow, scale, and succeed
📞 Phone: +1 (758) 519-3377
📧 Email: caymarcelestin@gmail.com
✅ I am available for both full-time and part-time roles
✅ Open to short-term and long-term opportunities
📃 References available upon request
Let’s TALK. Whether you need a reliable QBO bookkeeper, an operations pro, a client success partner, or a virtual assistant with top-tier customer support skills, I’m here to help streamline your business and drive results.
📩 Message me today to get started!
Customer Service
QuickBooks Online
Contract Negotiation
Virtual Assistance
Nero Global Tracking GPS Tracking
Dispatch Technologies Dispatch
Outbound Sales
AI Chatbot
ChatGPT
Staff Orientation & Onboarding Materials
Administrative Support
Executive Support
Scheduling
Email Communication
File Management
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