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If you need a Chartered Accountant who can help you understand your numbers, improve your financial processes, and support smarter business decisions, you're in the right place. Most business owners struggle not because they lack revenue. They struggle because they don't have accurate financial records, reliable reports, or the insights needed to make confident decisions. That is where I come in. As a Chartered Accountant and Financial Modeling Expert, I bridge the gap between historical accounting and strategic future planning. I transform disorganized data into institutional-grade financial models, investor-ready pitch deck numbers, and dynamic dashboards that drive executive decisions. I don't just prepare reports. I help you understand what your numbers are telling you. Whether you're a startup, growing business, or established company, I focus on delivering financial clarity that helps you make better business decisions. What I can help you with • Messy Books Cleanup • Bank & Credit Card Reconciliation • Financial Accounting and Reporting • Financial Analysis and Business Performance Reviews • Financial Planning and Budgeting • Cash Flow Management and Forecasting • Financial Modeling and Business Projections • Catchup Bookkeeping • Management Accounts and KPI Reporting • Microsoft Excel Financial Models and Dashboards • Internal Controls and Process Improvement • Accounting System Setup and Financial Record Cleanup Why Working With a Chartered Accountant Makes a Difference: Unlike ordinary bookkeepers, I understand the deep-level accounting mechanics behind the software. I look at your books through the lens of internal controls, tax compliance, and financial accuracy. • I do not offer basic data entry. •I deliver financial intelligence. •No Disorganized Account •No guesswork. •No messy spreadsheets. •Just clean, accurate financial records you can confidently hand over to investors or tax authorities. Why You Should Work With Me •Excellent Communication Skills • Organized, proactive, and comfortable working independently in a fast-paced environment. • Attention to detail •100% quality work output • Improved productivity for my clients Who I Partner With Best: •Investors & Venture Capitalists looking for deep-dive financial due diligence on potential acquisitions. • Startup Founders preparing for investors or lender funding. • E-commerce & Service Businesses looking to clean up messy transactions. • Companies looking to improve financial controls • Entrepreneurs preparing for investors or lenders • Businesses seeking ongoing accounting and finance support If you're looking for someone to simply enter numbers into accounting software, there are plenty of options. If you're looking for a finance professional who understands business, provides valuable insights, and helps you make better financial decisions, let's talk. Corporate Tools: •Modeling & Analytics: Microsoft Excel (Advanced), PowerBI, Google Sheets •ERP & Cloud Accounting: QuickBooks Online, Xero, Sage, Zoho Books QUESTIONS CLIENTS ASK Q: Do you work with startups? A: Yes. I help startups build strong financial systems, create budgets, forecasts, and investor-ready financial reports. Q: Can you clean up messy accounting records? A: Absolutely. I organize financial records, reconcile accounts, and prepare accurate reports you can rely on. Q: Do you prepare financial statements? A: Yes. I prepare professional financial statements, management reports, and supporting schedules. Q: Can you help with budgeting and forecasting? A: Yes. I build realistic budgets, cash flow forecasts, and financial projections to support business planning. Q: Do you work with QuickBooks or Xero? A: Yes. I work with leading accounting software, including QuickBooks Online and Xero, to manage and organize financial records. Tell me about your business, your financial challenges, or what you're trying to achieve, and I'll recommend the best personalized approach to help you move forward.

Your accounting stack is connected. Your books still don't close clean. I make QuickBooks, Xero, Stripe, Gusto, Dext, and A2X work as one system, so month-end actually closes on time and the numbers hold up. I am a chartered accountant who builds technology for bookkeeping and accounting teams. That pairing matters. Making A2X reconcile Shopify payouts to the penny is not a software problem. It is a chart-of-accounts problem, a tax treatment problem, and a timing problem, and getting it wrong means the books are quietly off until someone catches it at close. I read the trial balance before I touch any tool. WHAT GETS BUILT FOR YOU If a task in your books is manual, repeats on a schedule, or depends on two tools agreeing with each other, it can be fixed. For most bookkeepers, fractional CFOs, and accounting firms that means: 1) Stack integration and sync across QuickBooks Online, Xero, Zoho Books, or Sage, connected to Stripe, Shopify, PayPal, A2X, Link My Books, Dext, Hubdoc, Gusto, and Ramp. Configured so the data flows correctly, the COA mapping holds, and the reconciliation ties to the penny. Where native integrations isn't enough, I build the bridge with n8n, Make, or Zapier. 2) Bookkeeping automation and accounting automation across the full cycle: accounts payable automation with validation and approval routing, accounts receivable automation with configurable dunning that stops the moment payment lands, and month-end close workflows that cut the scramble. 3) Bank reconciliation and payout reconciliation: Stripe and Shopify payouts decomposed into balanced journals with fees, refunds, and reserves broken out. Bank feeds matched to invoices and bills or categorised against the chart of accounts, proposed for one-click human review. 4) Receipt and expense matching: card charges matched to receipts by amount, date, and vendor, attached as documentation, recoded from Uncategorized Expense. Human review for anything uncertain. 5) Financial reporting and dashboards: management reporting packs, budget versus actual, KPI dashboards, cash flow forecasting. Built in Excel with Power Query, Google Sheets with Apps Script, Looker Studio, or Fathom. Refreshable, templated, deployable across a client portfolio. 6) AI-assisted accounting workflows: categorisation, document extraction, invoice processing, transaction matching. Constrained to the real chart of accounts with confidence thresholds that route uncertain items to review, not the ledger. RESULTS: 1) Cut vendor bill processing to under 90 seconds per invoice with five validation checks before anything posts to QuickBooks. 2) Took invoice chasing entirely off an owner's plate with an accounts receivable workflow that stops the moment a customer pays. 3) Broke Stripe and Shopify payouts into balanced Xero manual journals, reconciled to the penny, with an immutable audit trail on every transaction. 4) Built a Xero bank reconciliation engine that processed 27 statement lines in under 40 seconds, proposing matches and categorisations for one-click review. 5) Diagnosed a Shopify-to-Xero integration the connector vendor missed, including correct VAT treatment on a sole-trader-to-limited-company cutover. 6) Delivered a QuickBooks Online API integration solution for a dev team after two dead ends, with a tested Postman collection and implementation guide. Published in full on GitHub with real audit logs, live screenshots, and architecture documentation. WHO I WORK BEST WITH Bookkeepers and accounting firms managing client portfolios on QuickBooks Online or Xero. Fractional CFOs and controllers who need the finance stack producing reliable numbers before the advisory work starts. Developers building accounting API integrations who need the domain expertise on the other side: correct accounts, correct tax treatment, correct journal structure, correct audit trail. Every system includes error handling, an append-only audit trail, full documentation, and a walkthrough video. If it is not production-ready, it does not ship. NEXT STEP Describe the process, integration, or reporting task that eats the most of your time. One line is enough. You will get an honest answer within four business hours on whether it is worth solving and what it would take.

QuickBooks Online Expert | Bookkeeper | External Auditor | QuickBooks Cleanup & Reconciliation Specialist QuickBooks messy? Books behind? Accounts not reconciled? I help businesses clean up QuickBooks Online, reconcile bank and credit card accounts, maintain accurate financial records, and deliver reliable monthly bookkeeping support. With over 8 years of experience as an External Auditor, I also help businesses improve financial accuracy, identify errors, and maintain clean books for better reporting and decision-making If you're looking for a QuickBooks Online Expert, QuickBooks Cleanup Specialist, Bookkeeper, or External Auditor who can organize and maintain your financial records accurately, I’m here to help. I Help Clients: ✔ Clean up messy QuickBooks files ✔ Catch up months or years of overdue bookkeeping ✔ Reconcile bank and credit card accounts ✔ Fix uncategorized or duplicated transactions ✔ Maintain accurate monthly bookkeeping ✔ Prepare reliable financial reports ✔ Improve financial accuracy and reporting systems ✔ Perform substantive procedures and tests of controls ✔ Prepare Audit working papers MY CORE SERVICES: ⮕QuickBooks Cleanup & Catch-Up Bookkeeping Clean up disorganized QuickBooks records, correct errors, and bring books up to date. ⮕Bank & Credit Card Reconciliation: Ensure balances match bank statements and financial reports are accurate. ⮕Categorizing Transactions & Maintaining Books: Accurate categorization and structured QuickBooks bookkeeping. ⮕Monthly Bookkeeping (Ongoing Support): Maintain accurate QuickBooks Online records with ongoing bookkeeping and transaction reviews. ⮕Accounts Payable & Accounts Receivable: Track bills, invoices, payments, and outstanding balances for healthy cash flow management. ⮕Financial Reports & Month-End Close: Prepare Profit & Loss Statements, Balance Sheets, Cash Flow Reports, and support month-end closing. ⮕QuickBooks Setup & Chart of Accounts Optimization: Set up and organize QuickBooks for accurate bookkeeping and scalable financial reporting. ⮕External Audit & Financial Review Support: Leverage my external audit experience to identify discrepancies, strengthen financial accuracy, maintain audit-ready records and also carry out audit procedures such as substantive testing where needed TOOLS I PLATFORMS I WORK WITH: QuickBooks Online | QuickBooks Desktop | Microsoft Excel | Google Sheets | Caseware | Bank Feeds | Zapier | CRM & Invoicing Systems/Xero RESULTS I HAVE ACHIEVED: ✅ Cleaned up and reconciled up to 24 months of backlog bookkeeping ✅ Managed thousands of transactions across multiple accounts ✅ Delivered fully reconciled and audit-ready financial records ✅ Reduced month-end close time by 30–50% ✅ Improved financial visibility for business owners and decision-making ✅ Successfully carried out audit procedures ✅ Preparation of audit working papers which includes:work done,observation and conclusion I don’t just handle bookkeeping , I help businesses maintain clean, accurate, and reliable financial records they can trust. If you need QuickBooks cleanup, catch-up bookkeeping, bank reconciliation, monthly bookkeeping, or external audit support, send me a message or click the “Invite to Job” button. I’m ready to help. Click the “Invite to Job” button or send me a quick message. I respond immediately.

👋 Hi, I’m Daniel, a 🎖️ Top Rated freelancer on Upwork specializing in GoHighLevel funnels, CRM automation, and lead-conversion systems. Are you generating leads but losing them somewhere between your funnel, follow-up, and appointment booking process? I help businesses build connected systems from conversion-focused funnels that capture leads to automated follow-up, nurturing, pipeline management, and appointment booking. 𝑪𝒍𝒊𝒄𝒌 → 𝑭𝒖𝒏𝒏𝒆𝒍 → 𝑳𝒆𝒂𝒅 → 𝑭𝒐𝒍𝒍𝒐𝒘-𝑼𝒑 → 𝑨𝒑𝒑𝒐𝒊𝒏𝒕𝒎𝒆𝒏𝒕 💬 𝐅𝐑𝐄𝐄 𝐃𝐈𝐒𝐂𝐎𝐕𝐄𝐑𝐘 𝐂𝐀𝐋𝐋 Not sure where your funnel or automation is breaking down? I offer a free initial discovery call to discuss your goals, understand your current situation, identify the main problem, and determine the best direction for your project. No pressure, we'll simply see whether I'm the right fit to help. 🚀 𝐖𝐇𝐀𝐓 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 𝐁𝐔𝐈𝐋𝐃: - GoHighLevel funnels, landing pages, forms, surveys, and booking pages - Lead capture and instant automated follow-up - Email, SMS, and multi-step nurture sequences - Lead qualification, routing, and CRM automation - Appointment booking, reminders, and no-show follow-up - Sales pipelines and contact management - GoHighLevel workflow setup, fixes, and optimization - Make com integrations, APIs, webhooks, and third-party connections - AI-powered workflows and automation 📊 𝑻𝑯𝑬 𝑮𝑶𝑨𝑳: 𝑨 𝑪𝑶𝑵𝑵𝑬𝑪𝑻𝑬𝑫 𝑳𝑬𝑨𝑫 𝑺𝒀𝑺𝑻𝑬𝑴 I don't see your funnel and automation as separate projects. I help connect the entire journey, from the moment a prospect lands on your funnel to the follow-up, pipeline, and appointment process afterward. The goal is a simple, reliable system that captures leads, follows up consistently, and reduces unnecessary manual work. 💡 𝐖𝐇𝐘 𝐂𝐋𝐈𝐄𝐍𝐓𝐒 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇 𝐌𝐄: - I build around your actual sales process - I connect both the funnel & automation in one system. - I simplify messy systems - I can build or fix - I test before delivery ⚙️ 𝐇𝐎𝐖 𝐈 𝐖𝐎𝐑𝐊: 1. Discover — We discuss your goals, current setup, lead flow, and the problems you're trying to solve. 2. Plan — I map out the funnel, workflows, pipeline, automations, and integrations needed. 3. Build — I design and configure the funnel and build the automation around your sales process. 4. Test — I test the important parts of the system, including lead capture, triggers, follow-ups, booking, notifications, and integrations. 5. Optimize — I simplify where possible and make sure the system is practical, reliable, and easy for your team to manage. 🎯 𝐖𝐇𝐎 𝐈 𝐖𝐎𝐑𝐊 𝐁𝐄𝐒𝐓 𝐖𝐈𝐓𝐇: I'm a strong fit for: - Agencies - Coaches and consultants - Service-based businesses - Businesses generating leads online - Businesses using or planning to use GoHighLevel - Teams struggling with inconsistent lead follow-up - Businesses that need better funnel-to-appointment systems ❓ 𝐅𝐑𝐄𝐐𝐔𝐄𝐍𝐓𝐋𝐘𝐀𝐒𝐊𝐄𝐃 𝐐𝐔𝐄𝐒𝐓𝐈𝐎𝐍𝐒: 𝑸: Can you design my funnel and also build the automation behind it? 𝑨: Yes. This is one of my core focuses. I can help design the funnel that captures the lead, then build the follow-up, nurturing, pipeline, and appointment automation that happens afterward. 𝑸: Can you fix or optimize my existing GoHighLevel account? 𝑨: Yes. I can audit and improve existing funnels, workflows, pipelines, forms, calendars, and automation systems. 𝑸: Can you connect GoHighLevel to other platforms? 𝑨: Yes. I use Make com, APIs, and webhooks to connect GoHighLevel with external tools when native integrations aren't enough. 𝑸: Can you automate lead follow-up and appointment booking? 𝑨: Yes. I build email, SMS, voicemail, and multi-step workflows designed to follow up with leads, encourage booking, send reminders, and manage appointments. 𝑸: What happens during the free discovery call? 𝑨: We'll discuss your goals, look at your current situation at a high level, identify the main problem you're trying to solve, and determine whether I'm the right fit for your project. 🛠️ 𝐓𝐎𝐎𝐋𝐒 𝐈 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇: GoHighLevel • Make com • APIs • Webhooks • OpenAI • n8n • Zapier • Airtable • Google Sheets 🔍 𝐌𝐘 𝐅𝐎𝐂𝐔𝐒: I focus on building connected GoHighLevel lead-conversion systems combining funnel design, lead capture, CRM automation, follow-up, appointment workflows, sales pipelines, and integrations. The goal is simple: help you capture leads properly, follow up consistently, and create a smoother path from prospect to appointment. 🚀 𝑳𝑬𝑻'𝑺 𝑩𝑼𝑰𝑳𝑫 𝑨 𝑺𝒀𝑻𝑬𝑴 𝑻𝑯𝑨𝑻 𝑾𝑶𝑹𝑲𝑺 𝑻𝑶𝑮𝑬𝑻𝑯𝑬𝑹 If you need a funnel that doesn't just look good but connects properly to the follow-up and booking process behind it, send me a message. We can start with a free discovery call to discuss your goals and see whether I'm the right person to help.

Hello There, If you're using automation to run your business, you need workflows that are reliable, scalable, and easy to maintain, not systems that constantly break or require manual fixes. I help businesses design, build, and optimize automation systems that support real day-to-day operations. Whether it's a simple app integration or a complex multi-step workflow, my goal is to ensure everything runs smoothly and consistently. I work with Make com, Zapier, n8n, GoHighLevel, APIs, AI Agents, Claude, OpenAI, and AI tools to connect your apps, move data accurately, and automate key business processes. 💡 WHY THIS WORKS Starts calm (no pressure) Brings value early (reliability + systems) Shows authority without bragging Focused on production-ready automation that scales Feels like: "this person knows what they're doing" 🏢 INDUSTRIES I WORK WITH I've built automation systems for: ✔ Ecommerce brands (Shopify, order flows, notifications) ✔ Marketing agencies (lead routing, CRM, reporting) ✔ SaaS companies (backend automation, integrations) ✔ Real estate businesses (lead capture, follow-ups) ✔ Coaches & consultants (funnels, onboarding, CRM) ✔ Content creators (social media automation systems) ✔ Service-based businesses (client management, workflows) ⚙️ WHAT I BUILD ✔ Make com workflow automation systems ✔ Zapier workflow automation & integrations ✔ n8n backend automation & AI integrations ✔ API integrations (REST, webhooks, custom logic) ✔ AI workflows (ChatGPT, OpenAI, Claude) ✔ CRM automation (GoHighLevel, HubSpot, Airtable) ✔ Lead capture, routing & scoring systems ✔ Email & marketing automation ✔ Data processing & transformation pipelines ✔ Error handling, logging & system reliability 🔥 WHAT YOU GET ✔ Automations that don't break when you scale ✔ Clean, structured workflows (no mess) ✔ Fully automated lead & sales systems ✔ Reliable data syncing across all tools ✔ Hours of manual work eliminated every week ⭐ REAL CLIENT RESULTS ⭐⭐⭐⭐⭐ "Misty did a really solid job fixing my Make com scenario. The filter between modules wasn't working properly, but she quickly figured out the issue and corrected the logic so it now passes the right data as expected. Communication was easy, and she got it done without any stress. I'd definitely recommend her." ⭐⭐⭐⭐⭐ "She set up the Shopify to WhatsApp order notification perfectly. The workflow triggers in real time exactly as required. Everything works smoothly." ⭐⭐⭐⭐⭐ "Misty has been amazing to work with. She goes above and beyond, asks the right questions, and makes sure nothing is overlooked. Her support really helped bring my vision to life." 🦾 Automation Platforms Make com automation n8n automation Zapier workflows GoHighLevel automation no-code automation systems AI Agents Agentic AI Claude AI OpenAI ChatGPT Gemini AI MCP integration 🤖 AI & Intelligent Workflows AI workflow automation OpenAI integration Claude AI AI agent development Voice AI development Prompt engineering Conversational AI LLM workflow automation 🔌 Integrations & Development API integration specialist Webhook automation Python automation JavaScript automation Google Apps Script Firebase integration SQL automation Airtable automation Supabase integration Notion automation Typeform automation Jotform integration Outlook automation Gmail automation 📈 Business & Marketing Systems CRM automation Lead generation automation Sales automation Str-ipe pay-ment integration WordPress automation Typeform automation Jotform integration What-sApp AI automation WordPress automation Shopify automation WhatsApp AI automation Appointment booking automation Customer onboarding Automation 🧠 WHY CLIENTS CHOOSE ME ✔ I build systems, not fragile automations ✔ Strong API and backend automation expertise ✔ Clean architecture that's easy to scale ✔ Reliable workflows with error handling built-in ✔ Fast communication and clear delivery ⚡ LET'S BUILD YOUR SYSTEM Send me a message with what you want to automate, even if it's messy or unclear. I'll help you: ✔ Break it down ✔ Identify what's possible ✔ Design a system that actually works Stop dealing with broken workflows. Let's build automation that runs your business, reliably. make com automation, make com expert, make com specialist, make com developer, make com consultant, make com freelancer, make com integration, make com workflow automation, make com api integration, make com webhook automation, make com crm automation, make com business automation, make com marketing automation, make com ai automation, make com ai agent, make com airtable automation, make com hubspot integration, make com pipedrive integration, make com jotform integration, make com zapier alternative, make com n8n alternative, make com scenario builder, make com workflow developer, make com automation service, make com automation agency, make com troubleshooting, make com custom workflow, make com saas integration, make com process automation, make com end to end auto.

Need Claude turned into a working business system not just a chatbot? That's the line clients hire me on, and it's what my most recent 5-star projects delivered: Claude Code builds, n8n automations, and MCP integrations that take real work off people's plates and keep running when live data hits them. I don't just connect two apps. I map the process first, find where the manual work and errors actually happen, then design the automation around your real workflow process analysis, architecture, AI/automation design, API integration, testing, error handling, deployment, and documentation your team can actually maintain. What I've built: • AI automation systems using Claude Code, n8n, AI agents, and MCP that remove repetitive manual work and streamline day-to-day operations. • Custom AI agents that research information, process documents, extract structured data, make decisions, and trigger automated actions across connected business systems. • Lead research, qualification, personalized outreach, and follow-up automations that cut hours of manual prospecting and keep sales activity consistent. • 15+ integrated workflows connecting n8n, Claude, APIs, webhooks, Gmail, Google Sheets, and CRMs to link previously disconnected processes. • AI document-processing workflows that classify, extract, validate, and organize data from invoices and other unstructured business files. • MCP integrations and agent workflows that let Claude interact with external tools, databases, and APIs to execute multi-step tasks autonomously architected and built end-to-end. Where I focus: • Claude Code & Claude API : application development, setup and troubleshooting, CLAUDE.md and context engineering, Anthropic API integrations, Claude Cowork workflows. • AI agents & agentic systems : custom agents, multi-agent workflows, RAG / knowledge-base agents, MCP-powered tool integrations. • n8n & business automation : AI workflows, API integrations, webhooks, CRM and lead automation, reporting, plus debugging and optimizing workflows that break in production. Recent verified work includes an n8n build wiring Claude Vision API, Google Sheets, Google Drive and Telegram into one workflow, and Claude Code / MCP / agent reviews that fixed reliability issues in live automations all completed with 5-star ratings I work Claude-first across three kinds of clients: teams needing a Claude / Claude Code specialist, businesses needing reliable n8n automation, and founders needing an AI-agent or operations layer architected properly. Send me the workflow you're trying to improve. I'll tell you what should be automated, which tools should connect, and the simplest reliable way to build it. Claude Code, Claude, Claude Code Developer, Claude AI, Claude Cowork, Claude API, Anthropic API, Claude MCP, MCP, MCP Integration, Model Context Protocol, AI Automation, AI Automation Engineer, AI Automation Developer, AI Automation Specialist, AI Agent Development, AI Agents, AI Agent Developer, Agentic AI, Agentic Systems, AI Development, Artificial Intelligence, AI Model Integration, AI Workflow Automation, Business Process Automation, Workflow Automation, Process Automation, System Automation, n8n, n8n Automation, n8n Developer, n8n Expert, n8n Workflows, n8n AI Automation, n8n AI Agents, Make com, Automation Workflows, API Integration, REST API, Webhooks, API Automation, CRM Automation, Lead Automation, Sales Automation, AI Lead Generation, Lead Qualification Automation, Personalized Outreach Automation, Email Automation, Gmail Automation, Google Sheets Automation, Google Drive Automation, Telegram Automation, Document Processing Automation, AI Document Processing, Document Extraction, Data Extraction, Structured Data Extraction, Claude Vision API, RAG, RAG Agents, Knowledge Base Agents, Multi-Agent Workflows, AI Workflow Development, Prompt Engineering, Context Engineering, CLAUDE.md, AI-Powered Automation, Business Automation, Workflow Optimization, Process Optimization, Automation Consulting, Automation Architecture, AI Systems Architecture, AI Solution Architecture, AI Integration, AI Application Development, Python, JavaScript, Web Development, AI-Generated Code, AI Software Development, AI Tools Integration, CRM Integration, Database Integration, Production Automation, Automation Debugging, Workflow Debugging, Automation Deployment, Automation Testing, Error Handling, AI Operations, AI Operations Automation