Administrative
& Operations
Services
Administrative
Research & Operations
Client Relations
Individual & Family
Courier
Service approach
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Listening
Identify areas of stress for small business owners to offer comprehensive workload solutions that promote work-life balance in entrepreneurship.
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Collaboration
Collaborate with leadership to create a custom plan to resolve gaps in current processes freeing up time for what matters…life!
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Review
Regular team check-ins to celebrate successes and identify new projects!
Freedom
Administrative Tasks
Calendar & Schedule Management : Organizing calendars, booking appointments, and scheduling meetings across different time zones.
Travel & Event Management: Researching and booking travel arrangements, creating itineraries, and coordinating events.
Communication Management : Handling emails, responding to phone calls, and managing correspondence.
Document & Data Management : Creating, editing, and organizing documents, reports, presentations, and maintaining digital filing systems.
Organization for Bookkeeping/Accounting : Managing invoices, tracking expenses, preparing reports, and digital filing.
Data Entry & CRM : Entering and organizing data, and updating customer relationship management (CRM) systems.
creativity
Research & OPERATIONS support
Online Research : Conducting research to gather data, insights, and information for business decisions or project support.
Online Review Management: Increased review response times, client review protocols, custom campaigns to drive client reviews.
Customer Support : Answering customer inquiries, resolving issues, and improving customer satisfaction.
Client Onboarding : Entering new clients into CRM systems, document and contact management.
Project Coordination : Assisting with project management, tracking progress, and coordinating tasks.
Success
Expense and income support
Expense Report Management: Monthly expense input, tracking, and report generation.
Account Management: Invoice generation, receivables, and outstanding balance management. Gentle client reminders of unpaid invoices to set and collect on established payment expectations.
* Income and expense services are intended for organization and preparation for professional bookkeepers and accountants.
Focus
courier services
Same Day Delivery Services: pick and delivery of documents, parcels, and more.
Client Appreciation Delivery: Client appreciation gift delivery by a professional you can depend on to be an extension of your thoughtful team. House closing gifts, holiday treat delivery, etc.
Real Estate Courier Services: Marketing material delivery, sign / lock box delivery and retrieval, document delivery with signature and seal, etc.
breathe
Personal support for individuals & families
Managing a packed schedule can be overwhelming—whether you're juggling work, family responsibilities, or personal commitments.
Our personal assistant services are designed to bring ease, organization, and balance to your life. From calendar management, and travel planning to household coordination and appointment scheduling, we take care of the details so you can focus on what matters most.
Reliable, discreet, and highly efficient, our services are customized to meet your unique needs—giving you back time, peace of mind, and the freedom to enjoy life without the daily stress.
* Income and expense services are intended for organization and preparation for professional bookkeepers and accountants.
"Great things in business are never done by one person; they're done by a team of people." — Steve Jobs