Jackson W.
CRM & Workflow Automation | Excel, Google Sheets & Bookkeeping
I help businesses save time, reduce errors, and improve operations through custom Excel and Google Sheets systems, CRM automation, bookkeeping, and business software. EXCEL AND GOOGLE SHEETS I build automated inventory trackers, sales dashboards, invoice systems, financial reports, and custom business tools using advanced formulas, VBA, and Google Apps Script. I also fix slow, broken, or inefficient spreadsheets. CRM AND WORKFLOW AUTOMATION I configure and optimize HubSpot, GoHighLevel, REsimpli, and custom CRM systems. My services include lead pipelines, automated follow-ups, email workflows, data management, and sales reporting. BOOKKEEPING AND ACCOUNTING I provide QuickBooks Online and Xero bookkeeping, bank reconciliation, financial cleanup, invoicing, accounts payable and receivable, and real estate bookkeeping. CUSTOM BUSINESS SYSTEMS I develop cloud-based and desktop applications for inventory, accounting, CRM, invoicing, reporting, and business process automation. WHY WORK WITH ME? I'm a Top Rated Upwork freelancer who combines business operations experience with technical development skills. I focus on practical, reliable solutions tailored to your workflow. Whether you need a powerful spreadsheet, a better CRM, accurate books, or a custom application, let's discuss what you want to achieve and the best way to build it.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $233
$116 in the last 6 months
Earnings, last 30 days
Skill rankings: Top 32% in POS Terminal Development
Ranked by MRR among everyone on Upwork with the skill.
- #11POS Terminal Development34 freelancers · 🇰🇪 #2Top 32%🇰🇪#2 of 2
- #501Google Sheets Automation1,085 freelancers · 🇰🇪 #3Top 46%🇰🇪#3 of 7
- #1,062Software Development2,923 freelancers · 🇰🇪 #5Top 36%🇰🇪#5 of 18
- #1,180Business Analysis3,603 freelancers · 🇰🇪 #5Top 33%🇰🇪#5 of 36
- #4,130CRM Automation7,959 freelancers · 🇰🇪 #35Top 52%🇰🇪#35 of 71
- #4,392Bookkeeping9,317 freelancers · 🇰🇪 #43Top 47%🇰🇪#43 of 96
- #5,746Automation12,739 freelancers · 🇰🇪 #34Top 45%🇰🇪#34 of 81
- #9,943Web Design26,714 freelancers · 🇰🇪 #38Top 37%🇰🇪#38 of 120