Our Services

Managing The Day to Day

• Schedule and manage client appointments and your calendar

• Screen/answer emails

• Manage your client database

• Order supplies and equipment 

• Gift giving & delivery set-up

• Post updates to your social media and website

• Client invoicing and follow-up on outstanding invoices

• Assistance with new client and employee on-boarding

• Create/update spreadsheets for tracking

• Proofreading 

• Content creation

Marketing and Communications

• Custom designed email signatures

• Website design & updates

• Custom designed PowerPoint slide templates

• Electronic letterhead, business card design

• Auto-responder creation

• Customer surveys

• Add video and audio files to your website

• Create, format and publish your newsletter

• Format and upload blog posts

• Manage social media pages

• Canva services

• Schedule online meetings through Zoom and GoogleMeet

Direct Sales

• Maintain customer database

• Team management

• Create and prepare communications to clients and team

• Website management

• Calendar management

Technology Set Up

• Selection and set up your client database using a CRM

• Set up cloud based file sharing

• Password management

• Domain purchasing (url) and set up

• Email set up on all of your devices

• Set up on electronic signature platforms

Basic Bookkeeping

• Bill paying 

• Set up new vendors/w-9 information

• Set up automatic online payments

• Confirm information for year-end 1099 vendor printouts

• Client set up in AR

• Process payments received

• Invoice preparation to clients

• Prepare and email monthly AR statements to clients

Basic Human Resource

• Onboarding new employees

• Preparation of exit paperwork

• Preparation of annual evaluation paperwork and probation evaluation

• Preparation of job descriptions and postings