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Accounting, Business & Legal Consultation with Jordan C.

4.8 · 60 reviews

Accounting, Business & Legal Consultation with Jordan C.

4.8 · 60 reviews

I provide expert guidance for businesses transitioning from QuickBooks to Zoho Books, ensuring a smooth and efficient migration process. I help with everything from migrating customer, vendor, and transaction data, to setting up your Zoho Books account in a way that aligns with your current business operations. My consultations focus on ensuring data accuracy, configuring your financial settings, and customizing Zoho Books to enhance workflow efficiency. I’m also available to answer any questions regarding integrating Zoho Books with other applications or tools, helping you streamline your accounting processes with ease.
Get personalized advice on:
Accounting Bookkeeping Business Consulting quickbooks to zoho books migration zoho books migration quickbooks migration

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Jordan C.Status: Offline

About Jordan

Jordan C.Status: Offline
Zoho Expert, Automation & Business Processes Pro
100% Job Success
4.8  (60 reviews)
Decatur, United States - 1:42 pm local time
I’m an Army veteran and a Premium Zoho Partner. I'm a self-starter who is deadline driven. I help small to mid-size companies implement, improve, or integrate various Zoho applications. Those applications include Zoho CRM, Zoho Books, Zoho Projects, Zoho Campaigns, SalesIQ, Zoho One, Zoho CRM Plus, Zoho Creator, Zoho Inventory, Zoho Analytics, and more.

I started my journey as an Engineer and Developer as an entrepreneur. I owned an apparel company that sold B2B to retail chains and events. In using and customizing Zoho One (Books, CRM, Projects, Creator, plus G Suite and RingCentral) for my business, I learned how to make the software match our business processes. This is mostly done through customization and automation. I love helping other businesses succeed, so I now work full-time as a consultant.

I have helped several clients from various industries migrate to Zoho applications. This includes customizing Zoho applications, automating Zoho applications through custom functions, or integrating Zoho applications with third-party software through API.

Areas of expertise:
Data Migration, QuickBooks Migration to Zoho Books, Development, Automation, API integrations, B2B sales, B2B marketing, B2B Retail Sales, Shopify, Business Processes, Business Planning, Business Coaching, Service-Disabled Veteran Owned Small Business certification, Business Workflows, AI Agent Prototyping, and Connecting AI to Zoho.

Programs I assist others with:
Zoho Books, Zoho CRM, Zoho Projects, Zoho Analytics, Zoho Campaigns, Zoho Forms, Zoho SalesIQ, Zoho CRM Plus, Zoho Creator, Zoho Marketing Hub, GSuite, Google Drive, Google Docs, Dropbox, RingCentral, MS Office, Zoho Mail, Zoho Workdrive, ShipStation, ISN, Zoho Flow, Zapier, Zoho Reports, Zia, AI Agents using Python, Quickbooks Online and Quickbooks Desktop, SMS Magic, Bigin, and Hubspot.

What to expect

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Choose from the freelancer’s available days and times.
Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
    Before the consultation

    Here’s what Jordan will need to know before you meet

    1. Please share a little about your business and what specific challenges or topics you'd like to address during our consultation. This will help me tailor the session to meet your needs and ensure we cover everything that's most important to you.
    Rating is 4.8 out of 5.
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    JJ
    Jeremiah J.
    5.0
    Feb 28, 2025
    Jordan was friendly, helpful, and pointed us in the right direction. In the few instances where we were asking something outside of his expertise, he was upfront that he didn't know instead of trying to have an answer for everything - which we appreciated. Would highly recommend if your project is related to his expertise.
    VJ
    Vinayak J.
    5.0
    Dec 15, 2024
    JB
    Jed B.
    5.0
    Nov 22, 2024
    Extremely knowledgable Zoho and CRM consultant. 10/10 would work with Jordan and his team.