I will manage your bookkeeping, CRM, and business workflows
Sobre este Serviço
Bookkeeping & CRM Support to Keep Your Business Organized and Running Smoothly
Are you tired of messy books, unorganized CRM data, or scattered business systems? Im here to help!
I provide accurate bookkeeping and efficient CRM management so you can focus on growing your business while I handle the financial and operational details.
What I Offer:
Bookkeeping Services:
- Income & expense categorization
- Bank & credit card reconciliation
- Vendor & customer management
- Accounts payable / receivable
- Monthly reports (P&L, Balance Sheet, Cash Flow)
- Cleanup of messy books
- QuickBooks Online / Xero support
CRM Support Services
- CRM setup or cleanup
- Contact organization & tagging
- Lead pipeline setup & tracking
- Task & follow-up automation
- Data migration, imports & exports
- CRM maintenance & daily updates
Why Choose Me?
- Experienced in bookkeeping & CRM management
- Detail-oriented and highly organized
- Quick communication & reliable delivery
- Customized workflows to match your business
- Long-term support available
Software financeiro:
FreshBooks
•
Quickbooks
•
Xero
Setor:
Imobiliário
País de Destino:
Emirados Árabes Unidos
•
Reino Unido
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Observe que não há processo de triagem para este serviço. Recomendamos enviar uma mensagem ao freelancer e verificar todos os detalhes necessários antes de fazer seu pedido. Leia mais sobre os serviços financeiros na Fiverr.
Perguntas frequentes
Can you set up a new CRM from scratch?
Yes. I can help you choose the right CRM, set it up, customize fields, build pipelines, and create workflows.
Can you clean up my messy CRM or bookkeeping files?
Absolutely. I specialize in organizing disorganized books and poorly maintained CRM systems.
Do you work with both small and large businesses?
Yes—whether you're a freelancer, small business, or growing team, I can tailor the service to your needs.
