• Calendar & Schedule Management

• Email Management

• Meeting Confirmations, Preparations, & Note Taking

• Check Voicemails & Take Messages for Return Calls

• Document Management

• CRM and Other Database Management & Updating

• Edit & Proofread Documents

• Data Entry

• Input Orders & Create Invoices

​Includes Services in Basic, plus the following:

• Employee Candidate Pre-Screening

• HR-Related Tasks

• Assist in Proposal Creation

• Report Generation

• Data Analysis

• Format & Create Documents

• Respond to Customer Reviews

• Respond to Customer Commentss

• Invoice Customers

• Billing Disputes

• Follow Up on Late Payments

• Gift Purchases

• Send Personal Cards

• Set Personal Appointments

​​Includes Services in Standard, plus the following:

• Project Assistance, Research, & Reporting

• Light Bookkeeping

• Review and Proofread of Website

• Keep Website Updated

• Create Social Media Content Monthly Calendar

• Run Financial Reports

• Compile & Submit Expense Reports