Looking for an organized professional,  who is comfortable with technology and can multitask effortlessly.

Tasks include:

• Onboarding clients

• Keeping-CRM-Client Relations Management software updated

• Client check-in and schedule followup

• Streamline communication within the team.

• Help with social media postings

We are looking for someone to work approximately 10-15hrs a week.

Tagged as: client management


We are a growing firm offering virtual CFO & bookkeeping services to small business owners.


Software currently used in our firm: Excel Canva Slack Google Docs Calendly CRM