Services:

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🗂️ Administrative & Executive Support

• Email and calendar management
• Maintain organized filing systems
• Track deadlines, deliverables, and follow-up items

💰 Financial & Operational Support

• Maintain Bookkeeping, financial records, budget tracking, and reporting
• Process expense reports, reimbursements, and invoices
• Maintain records of vendor contracts, renewals, and service agreements

📊 Project and Task Management

• Support execution of special projects or strategic initiatives
• Create and maintain project documentation, timelines, and status reports
• Research and compile data for decision-making or presentations

💡 Technology & Productivity Tools

• Manage CRM systems, shared drives, and collaboration platforms 
• Create and update spreadsheets, databases, and dashboards
• Streamline technological systems

💬 Communication & Correspondence

• Handle confidential information with discretion and professionalism
• Prepare talking points, briefing materials, and summaries for meetings
• Draft, proofread, and format documents, presentations, and reports

What happens when you find yourself short-staffed? Or, you need extra help but can't afford a full-time employee? 

We have experience in the following roles: 

• Office Manager
• Adminstration
• Operations
• Data Entry
• Customer Service
• Call Management
• Receptionist
• Safety Training
• Event Coordination
• Volunteer Coordination
• Creating Standard Operating Procedures & Documentation

🗓️ Scheduling & Calendar Management

• Manage personal and professional calendars
• Schedule appointments, meetings, and social engagements
• Send reminders and maintain daily/weekly schedules

💬 Communication & Correspondence

• Assist with emails and messages
• Draft and proofread correspondence, invitations, and notes
• Liaise with family members, household staff, and external contacts

🏠 Household & Lifestyle Management

• Oversee household maintenance, repairs, and service providers
• Manage home inventory, deliveries, and supplies
• Coordinate with cleaners, landscapers, and other contractors

📂 Organization & Record-Keeping

• Maintain filing systems for personal and financial documents
• Manage personal finances—track expenses, pay bills, file receipts
• Organize digital files, photos, and records

💡 Special Projects & Miscellaneous

• Research and recommend vendors, products, or services
• Assist in home organization projects
• Provide ad hoc administrative or creative support as needed