Hi, I'm Jedy.
I'm a CPA with experience in project coordination, client management, process improvement, and audit.
Over the past few years, I've worked with service-based businesses and digital agencies, supporting 80+ client engagements involving project management systems, CRM implementations, workflow optimization, and client onboarding processes.
My experience includes:
• Project coordination and project tracking
• Client management and team collaboration
• Process documentation and SOP creation
• ClickUp and Dubsado implementation support
• CRM migrations and workflow optimization
• Administrative and operational support
I'm highly organized, detail-oriented, and comfortable working with remote teams and clients across different industries.
Tools:
ClickUp, Dubsado, Zapier, Google Workspace, Microsoft Office, ChatGPT, QuickBooks, and Xero.
Currently seeking remote opportunities in project coordination, project management support, client success, and related roles.
Verified
