Services

As a busy business owner you have a lot of tasks that need to be done throughout the day! Let me come to the rescue and take those tasks off your plate so you can spend more time on growing your business!


Basic bookkeeping and invoicing
Is your desk and inbox stuffed with invoices that need to be entered into your bookkeeping software? Do you never have a minute in the day to prepare and send out invoices? I am proficient with taking invoices and entering them into a bookkeeping program like QuickBooks and since I send my own clients invoices each month, I can quickly and easily send yours out too.

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Booking hotels and flights
As a busy professional you have meetings and conferences and appointments that need your personal attention, but you don’t have the time to research all the airline prices or finding a great hotel that is close to where you will be. I can help take this tedious task and make sure your budget is kept and you don’t have to worry about missing your meeting or appointment.

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Calendar management and scheduling
Is your calendar a mess? Are you always forgetting about an appointment or double booking yourself? Let me organize your calendar and make sure your appointments and meetings are scheduled and manageable for you.

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Creating and managing reports
The lifeblood of any good business are the reports that are needed to make sure the business is running efficiently, and clients are getting the attention they need. Let me help you make attractive and functional reports that you can share with customers or people within your organization

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Data entry
In every business there is always something that needs to be entered into a spreadsheet or a document completed with relevant information, but who has time for that? Me! To make sure your business continues to run smoothly I can do this tiresome but needed task for you.

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Editing and proofreading
Do you need an extra set of eyes to make sure the material you are sending out to customers and clients is edited and error free? I can help make sure your documents and correspondence are concise and precise and look professional.

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Email management and organization
On average, a business owner can get hundreds of emails a week! Are you afraid that you might miss some important emails or loose a follow-up email? I love organizing and I can set up a system that will work for you and make sure emails are being followed-up on and nothing gets lost.

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File management and organizing
Is your computer a mess of files and documents that you can never find? I love organizing and I can organize all your files, documents and spreadsheets so they will never be lost again! I can use your favorite storage program, Dropbox, Evernote, Google Drive or OneDrive so that you can always quickly find what you are looking for.

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General transcription
Do you like to take notes by talking into your smartphone? Do you want to save yourself from having to write them down or type them up after so you can take action? I am able to take those audio files and transcribe them into a Word document, so you can have those important notes and ideas at your fingertips, and not leave them lost to your phone’s storage where they will do you no good.

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Taking notes during meetings
Do you remember a time when something important was said in a meeting but no one else remembers? A meeting note taker is imperative, so essential ideas and information are too easily forgotten about. I am experienced in taking notes and then making sure the required people are up-to-date, so they can take the needed action after the meeting to make sure the idea or information is followed through on.

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Typing-up documents and correspondence
Microsoft Office Suite & Google Suite – In my career I have become proficient using these main spreadsheet and word processing programs. If you need a beautiful, yet functional, spreadsheet to include in a client proposal or you need a stunning document for a shareholder, I can take those tasks off your to-do pile and make sure they are completed fast and professionally.

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Collecting past due balances
No one likes to hound customers about payments, but it is a very necessary part of business. If you hate to make these calls – let me! I have been in the credit and collections field for my entire career and I am very comfortable reaching out to past due customers with a friendly reminder that services/products need to be paid for, all the while making sure they remain happy and loyal customers/clients.

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Inbound and outbound calls
Is your phone always ringing off the hook? Do you have to stop what you are doing to answer the phone to find out that it was just a pesky telemarketer? I can take those phone call for you and bring the relevant ones to your attention, making your business run smoother.

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Responding to customer inquiries
All great companies start with providing great customer service and responding to customers inquires is a vital part of that. With my extensive customer service background, I love answering customers questions and helping with any issues they have. I am skilled at responding via phone or email. A happy customer is a repeat customer and I make sure with every interaction that the customer knows that you care about their questions or issues and that they will be handled promptly and efficiently.

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Taking orders and follow-up
Do you have a product or service to sell to customers? Well then you need someone (besides you) taking those orders and following up with the customers to make sure they are happy with their purchase. I am not a sales rep but I do have experience making sure customer’s orders are taken and the always forgotten follow-up is done to provide that extra bit of customer love that will bring repeat customers.

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Managing email campaigns and autoresponders
Do you have an email list that needs engagement, but you don’t have time to set up email campaigns and autoresponders to let the world know about your products and services? I have experience setting up email campaigns and making sure your autoresponders are responding!

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Managing website and blogs
I set up my own website and the website of a volunteer group that I am a part of using WordPress. I am very knowledgeable of all the capabilities this platform has and I can manage your website with ease and make sure your blog posts are entered so they can be enjoyed.

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Researching various subjects online
The fun part of the age we live in, is the Internet! You can find anything you want to know! But this can also be a painstaking task that most business owners don’t have time to do. But I have the time! Give me a subject and let me work the Internet’s magic for you to find the information you are looking for.

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Team member liaison
Bring on a team is great for a growing business but when you want to focus on your customers and clients, who has time to focus on their team members too? I can serve as a great team member liaison and make sure …

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Working with team management apps
Since I have a passion for organizing I have fallen in love with team management apps like Asana, Trello and MeisterTask. These apps are wonderful ways of keeping all your tasks organized and that the appropriate follow-up has been done. When working in a team environment these apps are a necessity, so everyone knows what is being done, by whom and when it will be completed. I can work with you to set this up in your business or work with you on one you already use.

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Booking travel and setting up itineraries
With the crazy hours a business owner has, it’s important to spend time with family and a great way to do that is a vacation or a short trip. I can book the flights and hotels for you and your family, so you can worry about having fun.

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Email management
Just like at work, your personal email inbox can get out of control too, let me organize and manage your personal emails.

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Household management
Who has time to sit down and pay bills or schedule a maintenance appointment? When you get home from a busy day, you want to spend it with the ones you love! I can make sure your bills are paid and the plumber or gardener has been scheduled.

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Managing family calendars
Families have an array of activities that need to be scheduled and managed to make sure they are not double booked. I can manage the family calendar to make sure nothing gets left behind or forgotten.

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Phone support
Does your home phone ring off the hook too? I can verify all your messages are returned and I can notify you of all the pertinent calls and messages.

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Scheduling appointments
It’s important to make sure that everyone’s dentist appointments are scheduled and no one forgets about the neighbor’s birthday party. I can confirm that those appointments are set and not forgotten.

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Sending correspondence

Everyone loves the personal touch of a letter or thank you card but as a busy business owner you just don’t have time. I can send letters, thank you cards and holiday cards to your friends and family so they get that personal touch from you.

 

Don’t see the service you need listed? Just ask!

 

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