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Oliver B

United Kingdom

I speak English, Cornish, Arabic, Chinese, Bengali, Urdu, Irish, Spanish, Welsh, Scottish Gaelic, Portuguese

CRM Setup Automation Expert for Business Management Platforms

Hi, welcome! I help businesses turn complex CRM and management platforms into organized systems that support better client communication, billing, workflows, records, and daily operations. My experien...
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About this Gig

Your Practice, Fully Automated One System, Zero Chaos


Running a tax or accounting firm shouldn't mean juggling five disconnected apps. I specialize in setting up and automating TaxDome, Canopy, Karbon, Financial Cents, Jetpack Workflow, and Ignition turning scattered client management into one seamless system.


Whether you're onboarding clients, chasing documents, or tracking recurring deadlines, I build workflows that run without you babysitting them: automated task templates, client portals, e-signatures, billing triggers, and CRM pipelines built around how your firm actually operates.


I don't just install software I architect practice management systems that save hours every week, cut client back-and-forth, and make your firm look effortlessly organized from day one.


Your practice deserves more than a checklist. It deserves a system built to scale.


Ready to run your firm like the top 1%? Let's automate it the right way.

I AM ACTIVE 24/7!!!!

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Software:

Salesforce

Industry:

Business services & consulting

•

E-Commerce

+1 more

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