Long-Term Operations Partnership Engagements
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About This Engagement
Supported a professional bookkeeper in organizing operations, managing client data, and streamlining digital workflows — across email, CRM, and financial documentation spanning multiple platforms.
Key Responsibilities
- Email Management & Triage — handled inbox triage, categorized and prioritized incoming emails, ensured no client or vendor message was missed, and maintained a clear communication workflow between clients and the bookkeeping team.
- Task Migration Between Platforms — migrated project tasks between Keeper, Asana, and Insightly, ensuring data consistency across tools; created structured project templates and automated workflows to improve productivity and task tracking.
- Financial Statement Management — pulled and organized monthly statements for 35+ clients and 60+ accounts, maintaining proper naming conventions and file organization within Google Drive for easy access and audit readiness.
- CRM and Data Management — regularly updated and cleaned records within Insightly, Keeper, Kajabi, and other vendor websites; ensured all client data, invoices, and records remained accurate and up to date.
- LinkedIn Engagement Support — managed professional engagement activities on LinkedIn (liking, commenting, connecting with relevant contacts) to maintain visibility and strengthen business relationships.
Tools Used
Keeper, Asana, Insightly CRM, Kajabi, Google Workspace (Drive, Sheets, Gmail), LinkedIn.
The Result
100% organized inbox, 35+ client accounts maintained monthly, and an efficient project migration system that improved client response time. By managing communication, documentation, and digital systems, this freed up hours of manual work every week for the bookkeeper — enabling smoother financial operations, faster reporting, and better client communication.
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