Richelle
CRM Automation Specialist & Bookkeeper | XERO| HighLevel | QuickBooks
Verified
With Timeproof
Overview
Looking for full-time work (6 hours/day)
at $12.02/hour ($1,728.00/month)
Bachelors degree
Last Active
June 22nd, 2026 (yesterday)
Member Since
May 8th, 2025
Profile Description
EXPERTISE: XERO | QuickBooks | HighLevel CRM | Workflow Automation | PayPal | MS Excel
Hi! I'm Richelle, a Bookkeeper and CRM Automation Specialist who helps businesses stay financially organized AND systemized for growth.
On the bookkeeping side, I deliver clean, accurate, and compliant financials for pharmacies, clinics, and healthcare providers using XERO and QuickBooks Online.
On the automation side, I build full CRM systems using HighLevel that capture leads, follow up automatically, book appointments, and manage your entire client pipeline so no opportunity ever slips through.
Here's what I can do for you:
HighLevel CRM
CRM Automation
Sales Funnel Building
Lead Generation<8efe80624d780eba0c6493ec45140364>
Workflow Automation
Appointment Setting
Bookkeeping
XERO Accounting
QuickBooks Online
Bank Reconciliation
Financial Reporting
Accounts Payable & Receivable
-Richelle
My Complete Client Acquisition Process:
My Funnel:
Top Skills
Accounting » Xero
Experience: 6 months - 1 year
I have a hands-on experience setting-up new accounts and chart of accounts, manual upload of bank transactions using pdf and converting to CSV file before uploading to Xero.
Accounting » Bank Reconciliation
Experience: 2 - 5 years
I make sure that bank transactions match with accounting records so your books stay correct and updated.
Marketing » GoHighLevel
Experience: 6 months - 1 year
ElevateFlow Systems needed a streamlined way to capture, nurture, and convert leads without manual follow-up, eating up time. I built a full client acquisition workflow using HighLevel, including automated lead capture funnels, SMS & email follow-up sequences, appointment booking, and pipeline management, all running 24/7. Result: A fully automated system that brings in leads, follows up instantly, and books calls on autopilot so the business focuses on closing, not chasing.
Other Skills
Marketing » Marketing Automation
Experience: 6 months - 1 year
I built a full client acquisition workflow using HighLevel, including automated lead capture funnels, SMS & email follow-up sequences, appointment booking, and pipeline management, all running 24/7.
Accounting » Invoicing
Experience: 2 - 5 years
I used to do invoicing manually in my previous role, and now I bring that skill into cloud system using Xero and QBO to create and manage accurate, timely invoices for clients.
Basic Information
- Age
- 39
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- General Santos City, South Cotabato
- Tests Taken
- IQ
- Score: 103
- DISC
- Dominance: 35%
- Influence: 10%
- Steadiness: 28%
- Compliance: 27%
- English
- B2(Upper Intermediate)
- Government ID
- Sign Up with Pro Account to View
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