Individual Services
Administrative Services
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Coordinate and schedule appointments, meetings, conferences, and travel
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Calendar and email management
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Data entry, database management, report preparation, electronic file management
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Coordinate speaking engagements
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Light social media support
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Prepare meeting agendas
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Create flyers for events
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Prepare PowerPoint presentations
Small Business/
Individual Finance
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Annual Budget set up
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Financial Report(s) creation
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Bank and/or investment account reconciliations
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Accounts Payable
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Accounts Receivable
Consulting Services
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Business structure analysis and improvements
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Management process analysis and improvements
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Business Plan analysis and improvements
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Website set up and maintenance (small businesses)
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Staff/Team Training
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Social media marketing