Looking for Office Help?

 

Discover the benefits of outsourcing your administrative tasks to a professional Virtual Assistant

Why use a Virtual Assistant?

  • No need to spend valuable time and money on hiring and training new employees

  • No need to provide office space or equipment

  • Pay only for time worked - no benefits, vacation pay, sick time, or long lunch hours

  • Gives you time to concentrate doing what you do best - and growing your business

How can I help you?

Executive Virtual Support

Set up of Systems & Procedures ~ so your business runs smoothly and you don't have to worry about details.

Travel Planning & Coordination ~ Research & book hotels and flights for events & business travel.

Word Processing ~ create, edit & proofread documents, correspondence, contracts, blog posts, presentations and reports, giving them a polished, professional look with consistent branding.

Database / CRM Management ~ keeping your contacts' information accurate and complete.

Human Resources ~ Onboarding / offboarding employees; managing payroll using ADP TeamPay.

Other services include:

  •  Meeting & Event coordination, agendas and minutes

  • PowerPoint Presentations

  • Excel spreadsheets  

  • Internet research

  • Email management

Bookkeeping

I take care of your books so you are free to focus on your business. I use cloud-based accounting and file management software with bank-level security encryption to ensure the safety of your data.

Services include:

  • Multiple Bank or Credit Card accounts, classified and reconciled monthly 

  • Customized financial reports ~ monthly, quarterly & annually

  • Xero or QBO (cloud bookkeeping software) subscription included

  • Hubdoc (secure cloud filing) subscription included

  • Email support plus phone call/Zoom meeting each month to discuss reports

  • Invoicing clients and paying bills; keeping track of dates due

  • Historical Clean-up of Accounts (If you've gotten behind in your reconciliations, or haven't yet set up systems, I'll get you set up and on the right path)

Online Business Manager

As your Online Business Manager, I will bring you solutions, not problems.

I will take over your to-do list and set up a strong foundation of business systems and standards.  I can be a partner in decision-making and help you come up with solutions and suggestions. I am as invested in your business as you are!

Project management is the planning, organizing, and managing of resources to reach goals and objectives, including:

  • Creating a strategic project plan, including timeline, process, people, and other resources.

  • Setup and maintenance of an online project management tool.

  • Delegating details of the project to various team members.

  • Communicating project status and ongoing details to all players.

  • Ensuring that tasks are completed in the scheduled timeline.

  • Managing the budget for the project.

  • Handling challenges for the project as they arise, with a focus on finding a solution quickly.

  • Setting up and maintaining an online project management tool so every team member is clear on responsibilities, tasks, and due dates.

Operations management is the responsibility of ensuring that business operations are both efficient and effective. This includes:
 

  • Developing new and improved procedures to streamline processes, ensuring business operations are both efficient and effective.

  • Implementing automated business tools & software to manage various systems.

  • Centralizing all systems onto an online project management tool.

  • Creating and maintaining a Standard Operating Procedures (SOP) Guide, which documents all processes and systems done on a recurring basis, listing tools used and people responsible.

  • Setting schedules for daily, weekly, and monthly to-do planning.

  • Streamlining & simplifying systems for money, metrics, marketing, sales, delivery, scheduling & communication.

Tracking metrics means tracking numbers (sales, leads, promotions, website traffic) and changes in these numbers in order to see what is truly happening in the business.

  • Tracking key stats on a weekly and monthly basis, analyzing these metrics and how they affect your company's bottom line. These include:
    - customers, prospects
    - sales of products and services
    - promotional stats
    - website traffic
    - revenue

  • Setting up a reporting system that includes what to track.

  • Analyzing metrics and discussing trends and patterns with the business owner. A metrics worksheet can act as an “EKG” for the business.