I will manage your bookkeeping, CRM, and business workflows
About this Gig
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
Financial software:
FreshBooks
•
QuickBooks
•
Xero
Industry:
Real estate
Target Country:
United Arab Emirates
•
United Kingdom
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
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.
