Erica Ferguson
Arroyo Grande,CA
Summary
Reliable virtual receptionist with 6+ years of experience supporting clients through scheduling, reminders, intake instructions, voicemail follow-up, and email communication. Skilled in managing billing questions, processing payments, and maintaining accurate customer records. Focused on efficient service and positive client experiences.
Overview
11
11
years of professional experience
Work History
Virtual Receptionist
Clean Colonic
Phoenix, AZ
2020.10 - 2026.09
- Scheduled appointments and updated calendar changes for virtual reception desk.
- Responded to telephone and email inquiries promptly, maintaining clear communication with clients.
- Confirmed client visits and sent appointment reminders.
- Clarified scheduling issues to ensure accurate appointments with calm, professional communication.
- Shared intake instructions and service details with clients.
- Supported billing questions and directed clients to proper resources
- Managed customer complaints, ensuring timely and effective resolutions.
Tax Preparer
Liberty Tax Service
Denton, Texas
2016.01 - 2020.10
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Utilized tax software to process returns and identify deductions and credits, maximizing client tax savings.
- Applied current tax laws and IRS rules to completed returns.
- Compiled data from clients to accurately complete tax forms.
- Resolved client tax issues by investigating discrepancies and implementing corrective actions, enhancing client satisfaction.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Developed and maintained professional relationships with clients, fostering repeat business and referrals.
Education
High School Diploma -
Arroyo Grande High School
Arroyo Grande, CA1992-06
Skills
- Calendar management
- Appointment scheduling
- Reception software proficiency
- Billing and payment coordination
- Tax software expertise
- Clear communication
- Attention to detail
- Problem solving
- Client communication
- Voicemail management
- Payment processing
- Client records
- Basic accounting
- Email management
Timeline
Virtual Receptionist
Clean Colonic
2020.10 - 2026.09
Tax Preparer
Liberty Tax Service
2016.01 - 2020.10
High School Diploma -
Arroyo Grande High School