Individual Services

Administrative Services

  • Coordinate and schedule appointments, meetings, conferences, and travel

  • Calendar and email management

  • Data entry, database management, report preparation, electronic file management

  • Coordinate speaking engagements

  • Light social media support

  • Prepare meeting agendas

  • Create flyers for events

  • Prepare PowerPoint presentations

Small Business/
Individual Finance

  • Annual Budget set up

  • Financial Report(s) creation

  • Bank and/or investment account reconciliations

  • Accounts Payable

  • Accounts Receivable

Consulting Services

  • Business structure analysis and improvements

  • Management process analysis and improvements

  • Business Plan analysis and improvements 

  • Website set up and maintenance (small businesses)

  • Staff/Team Training

  • Social media marketing 

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