Nairobi County, Kenya
I help businesses streamline operations, eliminate manual work, and build automated systems that scale. Through CRM setup, workflow automation, and AI-driven processes, I create end-to-end operational ecosystems that save teams 15–30 hours every week. My approach combines deep CRM expertise with automation engineering. Instead of patching tools together, I design systems that integrate seamlessly across platforms like Zapier, Make.com, Airtable, Monday.com, GoHighLevel, HubSpot, and Zoho. These solutions automate data flow, improve accuracy, and give leaders real-time visibility into their operations. What Makes My Work Different I focus on business-wide transformation, not one-off fixes. Every project includes: • Full workflow mapping to uncover bottlenecks • Scalable automation architecture • Clean, reliable implementation with error handling • Clear documentation and video walkthroughs for your team Highlighted Projects: 1) Monday.com Centralized Operations System Created a unified workspace for a rental business, bringing scattered data from WhatsApp, Email, Dropbox, Sheets, and Booking platforms into one organized system. Result: 10+ hours saved weekly and full operational visibility. 2)Airtable Inventory Automation for E-Commerce Built a database with real-time syncing through Make.com. Result: 95% accuracy improvement and 15 hours saved weekly. 3) Client Management System with Airtable + Make + ChatGPT Automated campaign reporting for a marketing agency. Result: 40% improvement in follow-up efficiency and 20 hours saved monthly. 4) End-to-End Hiring Automation with Zapier Streamlined job applications, tracking, and communication. Result: 50% reduction in admin time. 5)GoHighLevel Lead Nurture Automation Designed automated pipelines and follow-ups for a coaching business. Result: 60% higher engagement and 15 hours weekly saved. 6)HubSpot Sales Workflow AutomationAutomated email sequences, lead routing, and deal progression. Result: 30% shorter sales cycle and 20 hours saved monthly. 7) Zoho CRM Integration & Reporting Dashboards Connected multiple departments and automated reporting. Result: 12 hours saved weekly and 25% better client engagement. Industries Served: Tech Startups and SAAs Companies, E-Commerce, Digital Marketing Agencies, Coaching, Real Estate,Non-Profits, Healthcare providers and service-based businesses. I’m passionate about building systems that help businesses operate smoothly and scale confidently. If you're ready to automate repetitive work and improve efficiency, send me a message.
1) Financial Record Keeping Maintained accurate and up-to-date financial records, including journal entries, general ledger updates, and reconciliations, ensuring compliance with accounting standards. 2) Accounts Payable and Receivable Management. Monitored and managed accounts payable and receivable, ensuring timely payments and collections to maintain healthy cashflow. 3) Budget preparation and Analysis Prepared and monitored budgets, providing variance analysis and actionable recommendations to ensure financial goals were met. 4)Bank Reconciliation Reconciled company bank statements with internal financial records to identify discrepancies and ensure financial accuracy. 5) Financial Reporting Compiled monthly, quarterly, and annual financial reports, providing insights into the company performance for strategic decision making. 6) Audit Support Assisted in internal and external audits by preparing required documentation and addressing auditor queries efficiently. 7) Tax Preparation and Filing Prepared and filed statutory tax returns, ensuring compliance with local regulations and timely submissions to avoid penalties. 8) Office Operations Management Oversaw daily office operations, ensuring efficiency and smooth workflows across departments. 9)Correspondence management Handled all forms of correspondence, including drafting emails, preparing reports, and responding to inquiries in a professional manner. 10) Inventory and Supply Management Monitored and managed office supplies and inventory, ensuring availability while maintaining cost-efficiency. 11) Employee Support Assisted with onboarding new employees, addressing staff queries, and maintaining employee records. 12) Research and Data management Conducted market research and compiled data to support business strategies and decision-making processes. 13)Document Preparation and Filing Prepared and maintained business documents, reports and presentations while ensuring proper filling and retrieval systems.
1) Personal Assistant to the Managing Director -Keep a well-organized schedule and calendar for the managing director -Ensure important emails and messages are flagged and prioritized. -Help with travel arrangements, bookings, and itineraries -Prepare documents, reports,and presentations as needed 2) Customer service on whatsapp -Be prompt and courteous in responding to cutomer inquiries - Provide accurate information about products, pricing, and services. - Resolve customer issues or concerns effectively and promptly -Keep a record of common questions and create canned responses for efficiency 3)Social media management -Develop a content calendar to ensure a consistent online presence -Create engaging and visually appealing posts related to ALUMINIUM AND GLASS industry. -Respond to comments and engage with followers -Use analytics to track the performance of posts and adjust the strategy accordingly. 4) Linkedin Lead generation -Optimize the companys profile with up-to-date information. -Identify and connect with potential leads in the glass and aluminium industry - Shared relevant content and engage in meaningful conversations with prospects -Use Linkedin tools like sales navigator for advanced lead generation 5) Operations and Administrative Duties -Keep meticulous records of company documents and data. -Assist with inventory management, procurement, and vendor relations -Handlebilling, invoicing and expense tracking -Streamline processes to improve efficiency where possible 6) Project management -Utilize tools like Clickup to create and manage project tasks -Keep track of projects timelines and deadlines - Communicate with team members, ensuring everyone is on the same page. -Report progress and issues to the managing director regularly 7) Accounts payable and Recevable -Processing vendor invoices, tracking due dates, and ensuring timely payments -Handle accounts receivable by creating and sending invoices to clients and tracking payments
1)Financial Management -Maintained financial records, including accounts payable and receivable, and ensure accuracy in financial transactions -Assisted in preparing budgets, financial forecasts, and financial reports -Prepared and filed taxes, ensuring adherence to local and state regulations-Analyzed financial data t to identify trends, variances, and opportunities for cost savings or revenue growth-Processed payroll,calculate employee deductions, and ensured compliance withpayroll regulations 2) Administrative support -Managed calendars, scheduled meetings, and coordinated appointments for executives or team members -Handled phone calls, emails, and correspondence and direct inquiries to the appropriate parties -Maintaned databases, inputting and updating information as needed -Kept physical and digital records organized and easily accessible -Ordered and managed office supplies and equipment -Planned and booked travel arrangements for teammembers and executives 3) Client and Vendor relations -Generated invoices, tracked payments, and communicatec with clients regarding billing inquiries -Maintained relationships with suppliers, processed vendor invoices,and negotiated terms when necessary -Addressed client inquiries or cocerns related to accounting matters 4) Compliance and documentation -Ensured compliance with regulatory requirements by maintaining accurate records and documentation -Created, organized , and managed documents, contracts, and financial reports -Ensured that the organization complies with financial andadministrative policies and procedures 5) Problem solving and support -Troubleshot and resolved financial discrepancies or administrative issues -Provided support to colleagues and managemet as needed, including assistance with special projects 6) Technology Proficiency - Utilized accountingsoftware(Quickbooks, Excel) and office productivity software ( Microsoft suite, Google workspace) effectively
1) Accounting services -Prepared financial statements and reports in accordance with accounting standards ( GAAP/ IFRS) -Maintained accurate accounting records for clients, including recording financial transactions, and managing general ledger entries. -Analyzed financial data to identify trends , variances, and areas for improvement -Assisted with tax preparation, ensuring compliance with tax regulations 2)Client Interaction -Interact with clients to gather information, address inquiries, and provided updates on audit or accounting progress -Developed and maintained positive client relationships to enhance trust and satisfaction 3)Financial Auditing -Assisted in the planning of financial audits, including understanding the clients business and risks -Conducted audit procedures, including testing financial transactions, examining financial statements, and ensuring compliance with accounting standards - Maintained detailed workpapers and documentation of audit procedures and findings -Identified and assessed internal control weaknesses, fraud risks, and financial irregularities 4)Research and Compliance -Stayed informed about changes in accounting and auditing standards and ensure compliance with relevant regulations -Conducted research on accounting and auditing issues to provide informed recommendations to clients 5) Team collaboration -Collaborated with audit teams, senior associates, managers , and partners to complete engagements efficiently -Assisted in training and mentoring junior staff members 6) Quality assurance -Followed the departments quality control procedures to maintain the highest standards of service and accuracy in financial reporting and auditing 7) Documentation and Reporting -Assisted in preparing audit reports and other client deliverables- - Maintained organized and accurate files and documentation related to audit and accounting engagements. 8) Confidentiality -Handled sensitive financial and client information with utmost confidentiality