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You will get Professional Invoice Management and CRM Organization
Top Rated
Project details
You will receive a professionally managed invoice and CRM organization system that streamlines your financial document workflow. With expertise in CRM tools like Pipeliner, I ensure your invoices are accurately named, categorized, and uploaded, making financial tracking effortless. My service reduces errors, saves time, and enhances compliance by keeping invoices well-structured and easily retrievable. Whether you need basic invoice uploads or advanced financial organization, I provide a reliable, efficient, and scalable solution tailored to your business needs.
Purpose
BusinessIndustry
Business Services & Consulting, Cybersecurity, Data Analytics, Education, Engineering, Environmental, Events Planning, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Lifestyle, Logistics & Supply Chain Management, Marketing & Advertising, Medical & Pharmaceutical, Photography, Religion & Spirituality, Software, Sports & Fitness, Transportation & Automotive, Travel & Tourism, Wellness, Writing & PublishingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$60
|
Standard
$120
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 5 | 10 | 20 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | - | ||
Project Management Support | - | - | |
Travel Planning | - | - |
Optional add-ons
You can add these on the next page.
Additional Hour of Work
+$12Frequently asked questions
About Duvan
Operations/Project Coordinator and executive assistant
100%
Job Success
La Plata, Argentina - 11:35 am local time
I am an Operations Coordinator and Administrative Professional with over 10 years of remote work experience supporting U.S. and Canadian clients.
For the past several years, I have worked directly with a growing mental health practice, helping manage day-to-day operations, therapist schedules, client communications, documentation, billing support, process improvement initiatives, and administrative systems.
My background combines professional administrative experience, multilingual communication (English/Spanish), and psychology studies, allowing me to support high-trust organizations with professionalism, empathy, and attention to detail.
I thrive in small and medium-sized teams where reliability, organization, and proactive problem-solving matter.
How I Can Help
✔ Administrative Operations & Practice Support
✔ Calendar management, scheduling, rescheduling, and appointment coordination
✔ Email management and client communications
✔ Documentation, SOP creation, and process improvement
✔ Project and task coordination across multiple stakeholders
✔ Billing support, administrative follow-up, and record organization
✔ Research, data validation, reporting, and information synthesis
✔ Internal communications and team coordination
✔ Canva materials, resource organization, and content support
✔ English-Spanish bilingual communication and translation
Experience Supporting Mental Health & Professional Service Teams
I understand the unique needs of therapists, clinics, coaches, consultants, and other service-based businesses where trust, confidentiality, organization, and client experience are essential.
My experience includes:
• Therapist scheduling and practice operations
• Intake forms and client onboarding support
• HIPAA-aware administrative processes
• Internal documentation and workflow optimization
• Professional communication with clients and providers
• Administrative support for leadership teams
Tools & Platforms
Google Workspace (Docs, Sheets, Drive, Calendar)
Notion
ClickUp
Trello
Slack
Canva
CRM systems
Project management and scheduling platforms
Why Clients Enjoy Working With Me
✔ Long-term reliability and commitment
✔ Strong written communication skills
✔ Detail-oriented and highly organized
✔ Comfortable working independently with minimal supervision
✔ Calm, professional, and solutions-focused approach
✔ Able to manage recurring responsibilities while adapting to new priorities
If you're looking for a dependable Operations Coordinator, Administrative Professional, or Executive Assistant who can help your organization run smoothly behind the scenes, I'd be happy to discuss your needs.
Steps for completing your project
After purchasing the project, send requirements so Duvan can start the project.
Delivery time starts when Duvan receives requirements from you.
Duvan works on your project following the steps below.
Revisions may occur after the delivery date.
Client Purchases the Project & Sends Requirements
You provide access to the CRM system (if applicable) and share invoice files, categorization guidelines, and any specific instructions.
Invoice Processing & Organization
I download, rename, and categorize invoices according to your specifications. I ensure proper formatting and classification for seamless integration into your CRM.