Services Overview

I help solo professionals and small business owners operate more efficiently, so they can do the work they would rather be doing.

Here’s a sample of what I can do for you:

General/Clerical Tasks:

  • Answer inquiries on business Facebook pages or website contact forms
  • Bookkeeping
  • Calendar Management
  • Client Management
  • Creating a PDFs, workbooks, transcripts for classes or workshops
  • Data Entry
  • Email Management (sort through client inboxes to organize according to what is urgent and priority
  • Expense Report Management
  • Event Planning – luncheons, staff retreats, conferences, parties
  • Formatting Documents
  • Follow up with clients when they don’t complete tasks or contracts
  • Handouts – Ordering copies and shipping
  • Online Shopping, Ordering Supplies and Gifts
  • Manage Calendars
  • Onboarding Staff
  • Opening a Zoom Account
  • Paying Bills
  • Proofreading slide decks, emails, landing pages and other copy
  • Researching
  • Schedule client meetings, set up calendar appointments
  • Sending invoice(s)
  • Social Media Management

Technology Set Up

  • Application training
  • Computer purchasing
  • Cell Phone purchasing, set up and training
  • Domain purchasing (url) and set up
  • Email set up on all of your devices
  • (Office 365/Google for Business)
  • Password management
  • Set up/training on electronic signature platforms
  • Selection and set up your client database using a CRM

Marketing and Communications

  • Custom designed email signatures
  • Custom designed PowerPoint slide templates
  • Customer surveys
  • Electronic letterhead, business card design
  • Auto-responder creation
  • Add video and audio files to your website
  • Create, format and publish your newsletter
  • Set up and manage your social media pages and updates
  • Set up a service to collect email addresses via text
  • Including Facebook, LinkedIn, Twitter and Instagram
  • Website review and critique for improvements