Hire the best WorkflowMax professionals

Check out WorkflowMax professionals with the skills you need for your next job.
  • $35 hourly
    Some beautiful reviews left by her clients: ⭐⭐⭐⭐⭐ "Working with Kusum was a game-changer for our organization. Her deep understanding of CRM enabled us to streamline our operations and provide exceptional customer service. She exceeded our expectations!" - Sarah L., Director of Sales. ⭐⭐⭐⭐⭐ "Kusum's knowledge of Zoho is exceptional. She transformed our marketing efforts by implementing Marketing Cloud, resulting in increased engagement and higher conversion rates. We couldn't be happier with the results!" - Michael R., CMO. About me: I am a dedicated CRM Consultant with a focus on maximizing ROI, ensuring that your license fees are truly worth it. With over 100+ projects completed, I bring both technical expertise and practical implementation experience across a variety of industries. Industry Experience: Real Estate Legal Management Consulting Healthcare E-commerce Financial Services Education Nonprofits Integration Expertise: Accounting & Finance: QuickBooks, Xero, FreshBooks Marketing Automation: MailChimp, HubSpot, ActiveCampaign Communication & Collaboration: RingCentral, Zoom, Slack E-signature: DocuSign, Adobe Sign AI & Automation: ChatGPT, Zapier, Integromat Customer Support: Zendesk, Freshdesk Payment Processing: Stripe, PayPal Business Automation: Sales & Customer Service Finance & Accounting Human Resources Operations & Workflow Management My journey has seen continuous learning and growth. If you're looking for a consultant with both deep technical know-how and practical, real-world experience, let's connect. I’m excited to help you elevate your business to new heights.
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    Zoho Analytics
    Zoho Recruit
    API Integration
    CRM Automation
    Zoho Platform
    Zoho Creator
    Zoho Books
    Zoho Desk
    Zoho CRM
    Salesforce Marketing Cloud
    Salesforce Service Cloud
    Salesforce Lightning
    Salesforce Sales Cloud
    Salesforce CRM
    Salesforce
  • $50 hourly
    With around 8 years of experience in the Salesforce environment, I have helped many global brands in adopting the CRM platform and use it to its potential. 15x Salesforce Certified 🏅 My Specializations - Lightning components, Apex triggers, Apex classes, Visualforce, Rest API integration, Process builder, Workflows, Validation rules, Email Templates Creation Governor limits, Data migration and Reports, Refactoring code, Reports, Dashboards Technologies/Languages: Salesforce.com, Force.com, Eclipse, PROGRAMMING LANGUAGES: Apex, Visualforce, C & C++, Java ★ Integrations with Salesforce : • Paypal Payment Gateway, • Stripe payment gateway, • Amazon Web Service • Google Maps, • Bing maps • Textey SMS • 360 SMS • SMS Magic • Salesforce to Salesforce Integration ★ Service Cloud Implementation: • Service console • Live chat • Omni Channel • Email to Case • Web to Case • Field Service Lightning Still not sure if I'm the right fit? Let's have a consultation session and find out!
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    Salesforce CPQ
    API Integration
    Salesforce
    Visualforce
    API
    Salesforce Wave Analytics
    Apex
    Salesforce App Development
    Salesforce Lightning
    Salesforce Sales Cloud
    Salesforce Service Cloud
    Salesforce Marketing Cloud
    Pardot
    Salesforce CRM
    Commerce Cloud
  • $20 hourly
    Do you need to be rescued? Are you running a business but you’re falling behind on your to-do list because of all the daily admin tasks? Maybe you're struggling to launch a new product or service because you're spending all day answering emails? Or maybe, you're so burnt out from trying to do it all that you just don't have the energy you need to grow your business and take care of yourself? I will be able to take care of all the tasks that you just don't have time for. Why me? • I am a native English-speaking VA, meaning you won't have to worry about language barriers. I also speak fluent Portuguese. • I will take my time to get to know you and your business. I’m always available if you need support. • I have years of experience handling a multitude of business tasks. • I am quick to learn new systems and processes. • I will be in touch regularly to provide updates on tasks. What can I do for you? Below is a list of services I can do for you: • Office Organization/Administrative & Secretarial Support; • Project Management; • Social Media Management; • Email Marketing; • Rental Property Management. If you are interested in any of these services, let's have a chat!
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    Bookkeeping
    Administrate
    Project Management
    Social Media Marketing
    Administrative Support
    File Management
    Technical Writing
    Newsletter
    Office Administration
    Email Marketing
    Project Plans
    Microsoft Office
  • $15 hourly
    I am a certified Chartered and Management Accountant , holding a Masters and Bachelors Degree in Finance & Business Administration with over 15 years of work experience and expertise in financial consultancy , in the fields of audit and assurance , commercial and non profit sectors. An expert in financial control and analysis with the ability to create value addition to the organization by maximizing its resource utilization and positively contributing to the bottom-line growth. An audit expertise that ensures that all organizational financials in compliance with all statutory requirements. • Generate financial reports for the Board / Management on Quick books / Xero / excel Setup of Quick books and Xero, including monitoring on AR , AP , Bank reconciliations etc • Preparation of financial models for decision making and to maximize return on investments, including dashboards and powerpoint presentations. • Develop Organizational policies and procedures ( especially financial policies) • Established financial budgets, procedures and standards and create proforma statements. . • Develop means to improve profit by reducing cost and maximizing revenue generation • Involved in Human resource process including preparation of monthly payroll, review on the HR policies , staff appraisal etc ( local clients only) •
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    Budget Management
    Graph
    Report
    Management Accounting
    Corporate Finance
    Financial Management
    Xero
    Bookkeeping
    Intuit QuickBooks
    Tutoring
    Data Entry
    Microsoft Office
    Financial Modeling
    Financial Analysis
  • $20 hourly
    Responsible enough to provide accurate and up-to-date financial information. Maintaining accurate books on accounts payable and receivable and payroll and other daily financial entries and reconciliations.
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    Project Management
    Bookkeeping
    Accounts Receivable Management
    Shopify
    Administrative Support
    Xero
    Accounts Payable Management
    Intuit QuickBooks
    Payroll Accounting
  • $50 hourly
    Professional Graphic Designer working with clients across a variety of industries creating unique and personal designs. Skilled and experienced in the creation of logos and branding, business cards, brochures, and more. Graduate from Florida State University. Skills include: Graphic Design Logo Design Layout Design Adobe Illustrator Adobe Photoshop Adobe InDesign
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    Branding
    Adobe Illustrator
    Canva
    Graphic Design
    Business Card Design
    Layout Design
    Adobe Photoshop
    Logo Design
  • $70 hourly
    Hello, I am a seasoned SharePoint and Power Platform Developer who finds joy in collaborating with end-users and clients to craft effective solutions. Over the years, I have gained extensive experience working with both out-of-the-box features and customized functionalities across various versions of SharePoint, including 2010, 2013, 2016, and SharePoint Online. My expertise extends to a wide range of SharePoint tools, third-party software, and web development technologies. This includes, but is not limited to, PowerApps, Power Automate (Flow), SharePoint Designer, InfoPath, as well as proficiency in JavaScript, JSON, HTML, and CSS. From developing simple Power Platform Apps to architecting comprehensive ERP/Project Management/Document Management Systems, I have been involved in diverse projects, including the setup of corporate intranets. ---------------------------------------- Brief Technologies and expertise : ---------------------------------------- ✓ Proficient in SharePoint (2013, 2016, 2019) ✓ Experience in Modern and Classic SharePoint sites such as Communication sites, Team sites, and Hub Sites ✓ Expertise in Power Automate, Power Apps, Microsoft Teams, Forms, and Planner ✓ Skilled in SPFx Web-Parts and Extensions ✓ Familiarity with Microsoft Graph API, Azure function apps & services ✓ Proficiency in CSOM, JSOM, REST API, JavaScript, jQuery, HTML5, CSS3 ✓ Proficient in PowerShell for migration using tools and manual methods ✓ Project management skills Thanks & Best Regards, Sagar
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    Web Development
    jQuery
    CSS 3
    JavaScript
    HTML5
    Microsoft SharePoint Designer
    Microsoft Power Automate
    Bootstrap
    jQuery UI
    Microsoft SharePoint Development
    Web Design
  • $75 hourly
    I hold a degree in Communication and Public Relations and bring over 14 years of diverse experience across public and private sectors. My career has been focused on project management, strategic planning, and, for the past four years, serving as COO for startups. In these roles, I have specialized in optimizing processes, restructuring organizations, and developing strategic plans to elevate startups to their next growth stage. My expertise lies in creating streamlined operations and effective strategies that drive success.
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    Business Operations
    Financial Plan
    Operational Planning
    Leadership Skills
    EOS
    Human Resource Management
    Business Management
    Operational Plan
    Public Policy
    Budget Management
  • $45 hourly
    I am a Chartered Accountant with a Master's degree in Commerce and 7 years of experience in Audit, management accounting, Financial Reporting, and Tax compliance. I can help you free up your mind and time from all accounting and compliance-related queries so you can focus it on expansion and strategies more critical to the business. I am proficient with all Microsoft products including Excel, Word, PowerPoint, Outlook, and Access. I also have experience with various accounting software and ERP systems including: 1. Xero 2. MYOB 3. SAP 4. Tally 5. Intuit Quickbooks Services that I can help you with are 1. Financial Reporting and Analysis 2. Tax returns and compliance 3. Gap analysis 4. Compliance with Accounting Standards 5. Accounts receivable and payable 6. Bookkeeping 7. Budgeting 8. Cash flow analysis 9. Corporate law compliance Having worked in Internal Audit, I can also help businesses manage their costs and suggest improvements to their control systems to avoid revenue leakage or reduced efficiency. I believe in delivering the best service and will not give up until my client is satisfied with the work I do. I make sure everything is done right for the first time, and there is no scope for errors. I am very accurate and disciplined in the way I do things and commit to my deadlines very seriously.
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    Tax Law Compliance
    Financial Planning
    International Taxation
    Cost Accounting
    Bookkeeping
    Tax Return
    Budget Management
    Financial Audit
    Cash Flow Analysis
    Balance Sheet
    Tax Preparation
  • $15 hourly
    Expert in SAP business one All Modules, version 9.3 & version 10. Knowledgeable in creating New databases. Team lead in implementation of SAP B1 software. Conducting SAP B1 trainings & Demos in All modules. Creating querry reports analyser , designing reports using crystal report. Computer Skills: SAP Business One Soft ware, Microsoft Dynamics NAV System, Exact Software (ERP system), Barcode Integration System, Peachtree System, all Microsoft office applications, basic to advance skills on most computer & office equipment's. My main objective is to provide a quality service to the Employer. My strong experience and education will make me a very competitive contractor.
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    Microsoft Excel PowerPivot
    Information Technology Operations
    Research Papers
    Data Entry
    Network Analysis
  • $38 hourly
    I am a Make.com Level 5 certified developer. I pride myself on building complex automation with different functions and modules that works flawlessly. I can connect virtually any platform with another platform for seamless integration. I have been designing automation using make.com for more than 2 years. I have worked with clients from different countries around the world. I am very proficient at make.com, and being a certified make.com partner, I am very good at inline functions, data handling, and error handling. I can automate various tasks and processes for seamless flow. I can also do various complete end-to-end AI automations for video creation, script generation, presentation generation, voice generation, and inbound/outbound voice agents. I can also create trained AI agents with custom knowledge base with RAG for better AI automations. Services at A Glance: -Custom Make.com & Integromat Automation – I build tailored automation systems for Make.com and Integromat to help businesses of all sizes streamline their operations. -CRM Integration & Automation – Get more out of your CRM tools (Hubspot, Salesforce, HighLevel, Monday.com, ClickUp, AirTable) with custom automation that accelerates lead management, customer follow-up, and more. -Custom API Integration – Even if your app isn’t on Make.com, I can integrate it! With extensive API and authentication expertise, I’ll create custom integrations that allow all your systems to work together seamlessly. -Custom App Development – Need a unique solution? I develop custom Make.com apps and modules for services not yet supported by Make, delivering tailored functionality for your business. -AI-Powered Solutions – Elevate your business with AI integrations using OpenAI, VAPI, Claude, Gemini, Heygen, ElevenLabs, and Pictory. From chatbots to data analysis, I’ll help you implement AI to supercharge your workflow. -Custom HTTP API Calls – For apps without native Make.com integrations, I’ll set up custom HTTP API calls to connect the unconnectable. -Bug Fixing & Optimization – Your automation should work flawlessly. I offer troubleshooting, error handling, and optimization to make sure your workflows are reliable and efficient. -Support & Maintenance – With my ongoing support, your automation systems remain optimized and up-to-date as your business grows. With hundreds of successful API integrations under my belt and experience with CRMs, AI platforms, and custom app development, I bring a deep understanding of how to maximize Make.com’s potential for any business.
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    Web API
    GPT API
    Claude 3.5 Sonnet
    ElevenLabs
    Pictory
    Website Integration
    Marketing Automation
    Project Workflows
    API Integration
    CRM Automation
    Automated Testing
    Automated Workflow
    Business Process Automation
    Automation
    Make.com
  • $30 hourly
    🚀 AWS - GCP Cloud Expert | API Integrations | LLM-AI Bots | Power Automate Connector ✅ - AWS Certified Cloud Architect | Solid Expertise on GCP and Azure DevOps ✅ - API Integration Specialist with Webhook Development Expertise ✅ - Google Apps Script Expert | NodeJS-Python | Vapi InBound and Outbound Calling ✅ - Building Web Apps using React, NuxtJS, NextJS, VueJS. ChatBot and VoiceBot, Zoho Bot, Zoho SalesIQ. Power Automate Custom Connector Builder | Independent Publisher ✅ - Bug Fixing, Troubleshooting Issues and Errors and Technical Support in any area. ✅ - Engineering Consultation for Cloud, Bot Building and Applications 🤖 AI & Chatbot/VoiceBot Specialist: • Chatbot Automation Specialist for Zoho and ChatGPT Integration • LLMs & Generative AI: Vertex AI, Gemini 1.5 Pro, OpenAI, Assembly AI • ChatBot & VoiceBot Development: Voximplant, Dialogflowcx, Twilio, VAPI Claude Haiku 🔄 Business Workflow Automation - AppScript Based - Google Apps Script expert - Custom scripts for Google Workspace (Sheets, Docs, Forms, Drive) - Integration with external APIs and services - Automated reporting and data processing - Time-driven and event-driven triggers 🔹 Cloud Expertise (more than a decade) • AWS, Azure & Google Cloud Platform • Load Balancing, SSL Configuration, Automated Alerts • Serverless Applications, Lambda, Event-Driven Architecture • Kubernetes & Container Orchestration 💻 Full-Stack Polyglot Developer: • Languages: PHP, C#, Python, NodeJS, JavaScript • Containerization: Docker, Swarm, Portainer • Workflow Automation: Google App Scripts, SharePoint (SPFx) 🛠️ DevOps & Infrastructure: • CI/CD Pipelines • Private Container Registries • Kubernetes in Public/On-Premise Environments • Airflow on Kubernetes 💬 Client Feedback: "Amazing work! Finished before time & under budget." "Developed a high-quality solution with quick understanding." "Great developer, prioritizes client needs. Highly recommended!" 🌱 Always Learning: I thrive in dynamic environments, embracing new technologies and challenges. My goal is to deliver efficient, scalable solutions tailored to your unique needs. Let's build something amazing together! 🤝 ### Testimonial ❝ Nirmal is an outstanding freelancer. His knowledge and skills on Power Platform connectors are the best I've seen. He's very easy to talk to and great fun to work with. I don't recommend many people, but I can't praise Nirmal highly enough. If you need a Power Platform connector developed, you should hire him (but leave a little time so he can still help me too!). ❞ - Dr Adrian Colquhoun - Strategik Pty Ltd, Australia ❝ Nirmal is a highly experienced cloud architect and a good problem solver who finds a solution with minimal input. Job well done! ❞ - Nagesh Kadaba - StatusAlert Inc - USA ❝ Nirmal is one of the most skilled and trustworthy developers I’ve had the pleasure of working with. We look forward to continuing our collaboration with him for future projects. I highly recommend Nirmal! ❝ - Arin Tahmasian - Agile Clouders - USA
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    Next.js
    Cloud Development
    AWS Lambda
    Serverless Computing
    Xero
    OpenAI API
    Vertex AI
    Python
    Microsoft Azure
    Microsoft Power Automate
    Amazon Web Services
    Google Cloud Platform
    API Integration
    JavaScript
    Google Apps Script
  • $20 hourly
    I am a Chartered Accountant having 14 years of experience in Australian Bookkeeping, Accounting & Taxation. I have worked with Australian-based BAS Agents, Tax agents, Accounting and Taxation firms. Independently preparing Business Activity Statements, Payroll, Financials & Tax returns. I work only for the country Australia. The software's I am Expert In:- 1. Xero(Accounts) & Xero(Tax) (Workflowmax) 2. Myob AO Classic & Myob AO Tax 3. Handi Ledger & Handi tax 4. Xcede Professional Accountant & Tax Manager 5. MYOB and Banklink, 6. Zoho CRM and Zoho Books 7. Intuit/Reckon/Quick Book 8. LodgeiT for Tax Returns, Hubdoc for Documents Job Profile in Australian Bookkeeping, Accounting & Taxation:- 1. Bookkeeping in various accounting software such as Xero, Quickbooks, MYOB, Banklink, Handiledger & XPA for multiple types of business. 2. Preparation of GST Returns, BAS Returns, IAS Returns. 3. Payroll Set-up, Employees Set-up & Single Touch Payroll Set-up, processing of weekly & fortnightly Payroll in Xero, Intuit & Myob. 4. Preparation of Financials & Tax Returns for Sole Trader, Trust, Partnership & Companies. 5. Preparation of end-of-year adjusting journals. 6. Preparation of TPAR for Contractor's Payment. Below mentioned nature of business, I am already preparing Business Activity Statements & Financial Statements for them:- 01. Legal Consultancy. 02. Transport & Haulage. 03. Restaurant Operations. 04. Constructions Companies 05. Cafe Business. 06. Mobile Repair Shop. 07. IT Consultancy Company. 08. Insurance Consultancy Company. 09. Ola/Uber Drivers - Sole Traders. 10. Courier Companies. 11. Dentist's 12. Retail Clothing Business. 13. Labour Hire Company. 14. Recruitment Company. 15. Tilling Business 16. Motor Vehicle Repair Company. 17. Beer & Wine Retailer Shop 18. Church Financials 19. Cleaning Services Remote Connection I have used the following: 1. Remote Desktop 2. Citrix Server 3. Team Viewer Regards Shish(Chartered Accountant)
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    Xero
    MYOB Administration
    Tax Preparation
    Payroll Accounting
    Bookkeeping
    Intuit QuickBooks
    Tax Return
  • $22 hourly
    Looking for a superstar accountant and bookkeeper? I am Lena the one you're looking for - with 6 years experience in AU accounting and taxation. My role ranges from bookkeeping, payroll, superannuation payment, STP process, GST knowledge , BAS to Tax return preparation and Financial statements. I strive to always be a great asset to client's business and help improve their process and accounts. Hope to be at your service. I have knowledge using the following applications: Xero Workflowmax Xero Practice Manager Xero Workpaper Hubdoc Dext BGL CAS QBO MYOB ACIS (set up of new company and trust) Karbon ClickUp AccountKit Fuseworks Practice Ignition
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    Xero
    Tax Planning & Advisory
    Australian Taxation
    Financial Analysis
    Financial Planning
    Financial Reporting
    Financial Accounting
    Bookkeeping
    Microsoft Excel
    Tax Preparation
  • $40 hourly
    I've been providing bookkeeping and payroll services for over 15 years. In those years I've worked with many different solutions, including but not limited to AccountEdge, Xero, QuickBooks, Gusto, ADP, SurePayroll, Shopify, Deputy, Harvest, & WorkflowMax to name a few. Over the years I've learned that what I love most is implementing and streamlining business processes while keeping up with the latest technologies . Being detail oriented, I thrive in these roles and it is very rewarding to see owners and employees being able to put their focus on other business matters. I'm an expert in Xero and AccountEdge and have a deep understanding of many different software programs. I've also worked with many industry types, including Graphic Design, Interior Design, Photography, Engineering, Manufacturing, Construction, Publishing, ecommerce and more! No matter the industry or the state of your books, I know I can help! If you are struggling with bookkeeping processes, I would love to help make it as easy as possible.
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    Payroll Reconciliation
    Software Consultation
    Implementation
    Training
    Sales Tax
    Bookkeeping
    Gusto
    Xero
    Accounting Basics
    Financial Statement
    Bank Reconciliation
    GAAP
    Accounting
    Intuit QuickBooks
  • $15 hourly
    For 11 years, I've supported small global businesses with their accounting and bookkeeping needs. Having worked with an Australian firm, I've served clients in Australia, the US, and the UK. My dedication to detail, ingrained by mentors, ensures informed financial decisions. Now, here's what I offer, including but not limited to: • Recording of transactions • Manage your Accounts Payables • Update your Accounts Receivable, Issue Invoices and Collection and Receipts • Bank and Credit Card reconciliations • Preparation of Management Reports • Maintenance of General Ledger • Account Analysis • Clean Ups • Other Various Ad Hoc Projects • Well versed in other accounting platforms and softwares: • Quickbooks Online • Quickbooks Desktop • Xero • Receipt Bank or Dext • Hubdoc • Templa CMS • Access Dimensions • A2X • Google Sheets • Microsoft Excel • Slack • Asana Let's work together to transform your financial data into a valuable asset.
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    Financial Reporting
    Xero
    Bookkeeping
    Accounts Payable
    Accounts Receivable
    Account Reconciliation
    Bank Reconciliation
    Payroll Accounting
    Intuit QuickBooks
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