Jonathan D

Junior Accountant & Bookkeeper

Fiverr • Freelance

Aug 2020 - Present • 5 yrs 9 mos

Manage full-cycle bookkeeping for 30+ active clients using QuickBooks Online (QBO), QuickBooks Desktop, Xero, Wave, Zoho Books, and FreshBooks Perform QuickBooks cleanup, QuickBooks catch-up, and bank reconciliation for businesses with backlogs of up to 3 years Prepare profit & loss statements, balance sheets, cash flow reports, and financial statements for monthly and year-end reporting Set up and configure QuickBooks Online accounts including chart of accounts, opening balances, vendor/customer lists, and payroll Handle real estate bookkeeping, property management accounting, Amazon bookkeeping, and Shopify eCommerce bookkeeping Deliver monthly bookkeeping retainer packages and financial reporting for SMEs across retail, eCommerce, and professional services Process payroll and VAT returns for UK clients; provide tax preparation support for US-based clients Migrate client data from QuickBooks Desktop to QuickBooks Online, and from Wave/FreshBooks to Xero and Zoho Books Conduct QBO bookkeeping audits to identify discrepancies and improve financial accuracy for small business clients

CRM Manager & Automation Specialist

Freelancer.com • Freelance

Mar 2018 - Present • 8 yrs 2 mos

Set up and configured HubSpot CRM, Zoho CRM, Salesforce, GoHighLevel (GHL), Pipedrive, Monday CRM, Bitrix24, SuiteDash, Nimble CRM, and JobNimbus for client businesses Built Zapier integrations and Make.com workflows connecting QuickBooks, Xero, HubSpot, Zoho, Stripe, and Mailchimp to automate business processes Designed N8N automation sequences for invoice generation, lead intake, client onboarding, and appointment scheduling Integrated QuickBooks and Xero with CRM platforms to automate invoicing, payment reminders, and financial workflows Configured GoHighLevel sales funnels, GHL automation, AI chatbots, VAPI AI voice agents, and Retell AI for client pipelines Performed data migration from QuickBooks to Zoho Books, and between Wave, FreshBooks, Xero, and NetSuite with zero data loss Set up Karbon, TaxDome, Canopy, and SuiteDash for accounting practice management and client portal automation Connected Zoho CRM with Zapier, Asana, ClickUp, Monday.com, and Slack to streamline team project workflows

: Web Designer & SEO Specialist

Freelancing Career • Self-employed

Sep 2015 - Present • 10 yrs 8 mos

Design professional, mobile-responsive WordPress websites focused on user experience, speed, and conversion optimisation Redesign and revamp existing websites to improve visual appeal, site structure, load time, and search engine rankings Implement full SEO strategies including keyword research, on-page SEO, technical SEO audits, and off-page link building Set up and optimise Google Analytics 4, Google Search Console, and Google Tag Manager for performance tracking Build eCommerce websites on Shopify and WooCommerce with integrated payment gateways (Stripe, PayPal) and inventory management Configure local SEO, Google Business Profile optimisation, and citation building for local business visibility Develop landing pages and sales funnels that improve lead generation and conversion rates for service-based businesses Integrate websites with CRM platforms (HubSpot, Zoho CRM, GoHighLevel) for automated lead capture and follow-up