Services

Calendar and email management

Document preparation and editing

Meeting coordination and follow-ups

Spreadsheet creation and analysis

Workflow tracking and reporting

Database setup and maintenance

QuickBooks Online, Sage, and Xero support

Transaction entry and reconciliations

Record organization for accountants

Payroll and accounts payable/receivable support

Research and summarizing information

Drafting templates, guides, and outlines

Finding workflow efficiencies with AI tools

Short-term coverage for staff on leave

One-time projects or special initiatives

Flexible virtual assistance as needed

Designing custom digital or PDF forms

Cleaning, standardizing, and organizing data

Ensuring accuracy and accessibility across platforms

Newsletter preparation and distribution

Drafting client communications and updates

Formatting content for clear, professional delivery

Staff onboarding to new tools and systems

Plain-language guides and templates

Team training for efficiency and confidence

Review and edit client-facing communications

Develop clear scripts, FAQs, and tone checks

Training for empathy, de-escalation, and professionalism