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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