I will build tax website bookkeeping leads tax preparation crm finance website automate

Jesse S

Nigeria

I speak English

Your Business Growth Engine Powered by CRM

Hello I'm Jesse Smith a Customer Relationship Management Expert!! I help businesses streamline their processes, automate workflows, and boost client engagement through powerful CRM solutions. With a...
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About this Gig

GOHIGHLEVEL TAX ACCOUNTING FINANCE CRM WEBSITE EXPERT


⭐️ Jesse delivered exactly what our tax firm needed clean website, steady leads, and smooth automation.


Most tax and bookkeeping firms struggle with outdated websites, poor lead capture, and manual follow-ups. I help tax professionals build high-converting websites with CRM and automation that attract leads, manage clients, and streamline daily operations.


HERE'S WHAT I CAN SET UP FOR YOU:

  • Tax firm website
  • Bookkeeping website
  • Finance landing pages
  • CRM integration
  • Lead capture forms
  • Booking system
  • Email automation
  • SMS notifications
  • Client intake forms
  • Workflow automation
  • Lead segmentation
  • Contact management
  • Funnel setup
  • Reporting dashboard
  • Secure hosting setup
  • Mobile optimization
  • Speed optimization
  • SEO structure
  • Payment integration
  • Calendar sync
  • Analytics tracking
  • Client onboarding
  • Follow-up automation


RELATED PLATFORMS I WORK WITH:

WORDPRESS, WIX, SQUARESPACE, GOHIGHLEVEL, CANOPY, QUICKBOOKS, XERO, STRIPE, PAYPAL, SQUARE, ZAPIER, GOOGLE ANALYTICS, GOOGLE CALENDAR, GMAIL, OUTLOOK, SLACK, WHATSAPP, TWILIO, MAILCHIMP, ACTIVE CAMPAIGN, HUBSPOT.


Ready to get more tax clients and automate your workflow? MESSAGE ME NOW.

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build tax website bookkeeping leads tax preparation crm finance website automate
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build tax website bookkeeping leads tax preparation crm finance website automate
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build tax website bookkeeping leads tax preparation crm finance website automatebuild tax website bookkeeping leads tax preparation crm finance website automatebuild tax website bookkeeping leads tax preparation crm finance website automate

Software:

GoHighLevel

Industry:

Financial services

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Medical & pharmaceutical

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Software

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