Is your firm struggling with disconnected workflows, broken automations, inconsistent processes, or a TaxDome setup that's no longer supporting your team?
I help tax and accounting firms streamline operations, optimize workflows, and build scalable systems that improve efficiency, accountability, and the overall client experience.
My approach goes beyond TaxDome implementation. I evaluate how your firm operates, identify operational bottlenecks, and design practical solutions that align your people, processes, and technology.
How I Help
✔ TaxDome Audits & Operational Assessments
✔ TaxDome Implementation & Optimization
✔ Workflow Design & Automation
✔ Pipeline Configuration & Client Journeys
✔ Practice Management & Operational Consulting
✔ SOP Development & Process Documentation
✔ Team Workflow & Responsibility Mapping
✔ Client Onboarding & Experience Optimization
✔ Tax Operations & Practice Support
Platforms
TaxDome • ClickUp • QuickBooks Online • ProConnect • Tax Planner Pro • Gusto • Xero • Wave • Dubsado • Asana • SmartSuite • TaxBandits • CaseMail
Over the past 10 years, I've supported U.S. tax and accounting firms by improving operations, implementing scalable systems, and helping teams work more efficiently. Whether you're implementing TaxDome for the first time, cleaning up an existing environment, or redesigning your firm's operational workflows, I focus on building practical solutions that support long-term growth.
If you're looking for someone who can improve the way your firm operates, not just manage day-to-day tasks, then I'd love to connect.
Administrative Support
QuickBooks Online
Operations Analytics
Tax Accounting
Intuit Proconnect Tax
Customer Retention Strategy
Small Business Administration
Business Consulting
Operations Management Software
CRM Automation
Pricing Strategy Consulting
Business Analysis
Monnalyssa G.
Castries, Saint Lucia
$10/hr
4.9
22 jobs
I am Monnalyssa George with over 12 years of experience in Sales, Telemarketing, Lead Generation, LinkedIn Outreach, Appointment Setting, Customer Service, Email Management, and Virtual Assistance. I am confident in my ability to deliver exceptional results and become a valuable asset to your team.
Here is the task that I can offer to you.
-Lead generation
-Cold Call
-Appointment Setting
-Email Marketing
-LinkedIn Outreach
-secure information
-Web research
-Data entry
-Online research
-Basic Human Resource Management
-Basic Accounting
Applications and Tools, websites I used:
✔Google Sheets
✔Google Docs
✔Microsoft Excel
✔Microsoft Word
✔Zendesk CRM
✔Gorgias
✔MOJO
✔Shopify
✔GoHighLevel
✔ FollowUp Boss
✔Calendy
✔Facebook
✔Instagram
✔Twitter
✔Linkedin
My goal is to provide all freelancing services to make your business grow. My clients are my number one priority, and my services prove just how committed I am to their success. Contact me to find and learn more about how I can help you with your project or initiative.
Customer Service
Data Entry
Customer Relationship Management
Customer Support
Telecommunications
Communication Etiquette
Shopify Apps
Order Fulfillment
Email Support
Zendesk
Real Estate
Augustina C.
Canaries, Saint Lucia
$8/hr
5.0
3 jobs
I specialize in optimizing customer onboarding and support processes to enhance engagement and retention. With over 9 years of experience in customer success and operations, I excel in managing high call volumes and ensuring smooth client transitions. My expertise includes virtual support, proactive communication, and CRM system utilization, which drive efficiency and client satisfaction. I help businesses reduce no-shows through structured follow-ups, convert inquiries into loyal clients, and significantly improve the onboarding experience. If you’re looking to elevate your customer service operations and build lasting relationships, I can deliver tailored solutions that align with your goals. Let’s connect and explore how I can support your success.
Custom Ecommerce Store
Sales
Appointment Scheduling
Business Application Development Language
Customer Onboarding
HubSpot
Zendesk
Shopify
Gorgias
Pipedrive
Lead Generation
Jira
Asana
Freshdesk
RingCentral Glip
Mario F.
Castries, Saint Lucia
$12/hr
4.9
20 jobs
I am an english native speaker, who studied both French and Spanish at St. Mary's College for 5 years. I am finishing a diploma course in Financial Accounting, and have a series of Scotiabank Certified Certificates in Compliance, Anti-Money Laundering, Anti-Terrorist financing, Personal Banking and Customer Service Disciplines. I have received distinctions for my writing, both creative and argumentative, as well as research material.
I am excellent at case study evaluations as well as consultation ranging from financial to business management and Economic analysis.
I am a well versed motor vehicle fanatic, as well as a hip-hop and R&B enthusiast.
I complete assignments and projects for university students at the university level, ascertaining grades within the A region.
Customer Service
Spanish
English
French
Business Management
Proofreading
LoanSifter
Haitian Creole
Caymar C.
Castries, Saint Lucia
$25/hr
5.0
1 jobs
🌟 Dynamic Business Support Specialist | Virtual Assistant • Expert Cold Caller • Bookkeeping • Sales & Customer Service 🌟
Tired of hiring freelancers who deliver the bare minimum? I'm here to change that.
I’m Caymar Celestin, a results-driven business support professional with 7+ years of experience boosting performance across operations, customer service, sales, and bookkeeping. From fast-paced startups to established businesses, I’ve helped companies increase revenue, streamline systems, and deliver world-class client experiences.
What I Bring to the Table:
✅ Operational Excellence
Designed and optimized workflows to reduce inefficiencies and improve team output
Handled executive operations including CRM setup (Zendesk, Hubspot), internal communication, and team coordination
✅ Sales & Cold Calling Expertise
Closed deals through persuasive outbound calling and strong lead qualification strategies
Supported nursing homes and healthcare agencies with client onboarding and sales pipeline growth
✅ Client & Customer Support
Delivered white-glove service across industries like healthcare, tech, and real estate
Managed intake and resolution systems that improved customer retention and satisfaction scores
✅ Bookkeeping & Payroll Proficiency
Proficient in QuickBooks Online
Managed payroll, accounts payable/receivable, reconciliations, and tax filings for U.S.-based clients
Education Snapshot:
Certified Accounting Technician (ACCA) || Oxford Brookes University
Sir Arthur Lewis Community College || Division of Arts, Science, and General Studies
Studies included: History, Sociology, Literature, and Communication Studies
Clendon Mason Memorial Secondary School || Caribbean Secondary Education Certificate in Mathematics, English Language Level 5, English Literature, History, Social Studies, Spanish, French, Electronic Document Processing Management (EDPM), Principles of Business (POB)
Certifications:
QuickBooks Online Certificate of Proficiency || Lightspark
Excel for Business || Coursera
Why Clients Hire Me (and Keep Hiring Me):
Reliable: I work smart and stay ahead of deadlines—no micromanaging needed
Versatile: Whether it’s tech tools, accounting platforms, or customer systems—I adapt quickly
Communicative: You’ll always know what’s happening. I keep communication clear and consistent
Strategic: I don’t just execute—I help you grow, scale, and succeed
📞 Phone: +1 (758) 519-3377
📧 Email: caymarcelestin@gmail.com
✅ I am available for both full-time and part-time roles
✅ Open to short-term and long-term opportunities
📃 References available upon request
Let’s TALK. Whether you need a reliable QBO bookkeeper, an operations pro, a client success partner, or a virtual assistant with top-tier customer support skills, I’m here to help streamline your business and drive results.
📩 Message me today to get started!
Administrative Support
Customer Service
Email Communication
File Management
Scheduling
Virtual Assistance
QuickBooks Online
Contract Negotiation
Nero Global Tracking GPS Tracking
Dispatch Technologies Dispatch
Outbound Sales
AI Chatbot
ChatGPT
Staff Orientation & Onboarding Materials
Executive Support
Daniel P.
Gros Islet, Saint Lucia
$8/hr
5.0
11 jobs
Virtual Support Reps is a business process outsourcing company based in The Caribbean that specializes in customer-facing roles. We handle everything from Sales, Order Processing, Order Tracking, Phone Support, Email Handling, Live Chat, and Social Media along with many other responsibilities and solutions. Being based in the Caribbean the customer service cost will be dramatically less.
We alleviate the burden of hiring, recruiting, training, and management by providing a 'managed service' model, which allows you to scale your business and stay focused on the results while we handle the day-to-day operations for customer support. Your campaign will be assigned an Implementations Manager, Team Lead, Quality Assurance Analyst, and a Training Specialist at no additional costs to you.
All of our agents have over 3+ years of Call Center experience and have both excellent verbal and written communication.
Our agents have worked with the likes of Vrbo.com, Hello Landing, Samsung and Lensdirect.com
Customer Service
Data Entry
Virtual Assistance
Business with 1-9 Employees
Providing Information to Callers
BPO Call Center
Five9
Customer Support
Data Management
Salesforce
Sales
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