EXECUTIVE + Personal ASSISTANCE

I offer professional executive and personal assistance for executives and small business owners in a wide range of industries including technology, education, legal, mental health, and e-commerce.

Executive Assistant Tasks

Bookkeeping
Calendar Management
Client Management
Content Creation
Data Entry
Inbox Management
Proofreading and Editing
Presentation Formatting
Project Coordination and Management
Purchases
Scheduling and Reservations
Social Media Management
Travel Planning
Research

Personal Tasks

Appointments
Gift Hunting
Purchases
Household Management
Event Planning
Reservations
Vacation Planning
Social Media Management (personal)

Don't see something you're looking for?
Let me know where you need help.

Frequently Used & Preferred Programs

Misc.

Active Campaign - Email Marketing
Alma - Practice Management for Mental Health Professionals
Calendly - Calendar Management
Canva - Graphic Design
Clio Manage - Practice Management Software
Clio Grow - Client Intake Software
Freshbooks - Small Business Accounting
GetResponse - Email Marketing
Google Suite Apps / Google Workspace
Grytics - Facebook Group Analysis
Harvest - Time Tracking
HelloSign - eSignature
Interact - Quiz Designer
Jotform - Form Building
LastPass - Security
Microsoft Office Programs
MailChimp - Email Marketing
Quickbooks - Accounting Software
Satori - Calendar and Practice Management
SignNow -eSignature

Task Management / CRM

Asana
Basecamp
Clio Grow
Process Street
Streak CRM for Inbox
SweetProcess
Todoist
Trello
Zendesk

Client / Team Communication

Skype
Slack
Zoom

File Storage

Dropbox
Google Drive/Docs

This is not an exhaustive list. Talk to me about the programs that keep your business running.