Services Offered

Allow us to manage the details of your back office operations so you can focus on the growth and success of your business.

General/Office Administration

  • Invoice/expense management
  • Proofreading and editing of documents and website copy
  • Spreadsheet/report creation and maintenance
  • Database development and maintenance
  • Data Entry
  • Managing your client database (updating CRM with business cards/contacts)
  • Following up with your clients/customers
  • Scheduling/Sending emails
  • Calendar Management/Appointment Setting
  • Customer Service

Marketing Assistance/Event Planning

  • Ordering marketing materials/promotional items
  • Event flyers/email invitations/handouts
  • Sending holiday/congratulatory or thank you cards
  • Scheduling/sourcing for meetings, seminars, receptions etc.
  • Tracking of RSVPs

Account/Project Management

  • Planning, organizing, and managing of resources
  • Relationship management
  • Tracking of sales/opportunities

Something not listed? Please contact us to discuss your business needs.