Services

Below are some of the day to day tasks I can take off your plate to help you focus on the actual passion of your business. If you have something in mind and don’t see it on my list please don’t hesitate to ask, I’m happy to provide customized services for individual clients.

Administrative/Clerical ServiceSupport

  • All types of Microsoft Office projects – Word, Excel, Powerpoint, etc.
  • Editing & Proofreading – including checking spelling, formatting, and consistency
  • Type handwritten notes
  • Scheduling/Calendar Management
  • Data Entry
  • Vendor/Customer Relationship Management (using Salesforce, Ontraport or Bill.com)

Social Media Management

  • Schedule, proofread and post blog/Facebook/Twitter/Instagram posts

PuzzleProject Management

  • Define Project Goals and Objectives
  • Identify Required Resources
  • Action Planning
  • Monitoring and Tracking Progress
  • Coordinating Activities and People
  • Assessing Project Results

Email & Contact Management

  • Create and Maintain Customer Relationship Management (CRM) and Business Contact Management (BCM) Databases
  • Organizing Email Support

Bookkeeping/FinancialCalculator

  • Bookkeeping – monthly transaction input and reconciliation using financial software (QuickBooks, Quicken, Freshbooks, etc) and financial report generation
  • Expense organization – input receipts into financial management software or excel documents
  • Billing and Invoicing
  • Mileage log maintenance (based on calendar)

Web Research

  • Competitor Research
  • Fact Checking
  • Price Comparisons
  • Product Value Comparison

Is there anything not listed above that you do not have the time or desire to handle? Let’s review your to-do list! I am ready to help!