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Services

Administrative & Business Support

  • Calendar and email management

  • Document preparation and editing

  • Meeting coordination and follow-ups

Data & Reporting

  • Spreadsheet creation and analysis

  • Workflow tracking and reporting

  • Database setup and maintenance

Bookkeeping Support

  • QuickBooks Online, Sage, and Xero support

  • Transaction entry and reconciliations

  • Record organization for accountants

  • Payroll and accounts payable/receivable support

AI-Enhanced Support

  • Research and summarizing information

  • Drafting templates, guides, and outlines

  • Finding workflow efficiencies with AI tools

Project-Based Help

  • Short-term coverage for staff on leave

  • One-time projects or special initiatives

  • Flexible virtual assistance as needed

Training & Onboarding Support

  • Staff onboarding to new tools and systems

  • Plain-language guides and templates

  • Team training for efficiency and confidence

Communications Support

  • Newsletter preparation and distribution

  • Drafting client communications and updates

  • Formatting content for clear, professional delivery

Customer Service Quality & Training

  • Review and edit client-facing communications

  • Develop clear scripts, FAQs, and tone checks

  • Training for empathy, de-escalation, and professionalism

Forms & Data Management

  • Designing custom digital or PDF forms

  • Cleaning, standardizing, and organizing data

  • Ensuring accuracy and accessibility across platforms

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