Operations Services Overview

I help solo professionals and small business owners operate more efficiently, so they can do the work they would rather be doing to grow their businesses.

Here’s a sample of what I can do for you:

Administrative and Financial Support

  • Selection, set up and manage your client database using a CRM
  • Set up cloud based file sharing
  • Password management
  • Set up/training on screen sharing applications
  • Domain purchasing (url) and set up
  • Blog creation and web hosting
  • Email set up on all of your devices
  • Migration and set up for a new email platform
  • (Office 365/Google for Business)
  • Set up/training on electronic signature platforms
  • File organization
  • Calendar management
  • Travel with full itinerary management – from car service, hotel and flights.
  • Invoicing
  • Credit Card reconciliation
  • Expense Reporting
  • PowerPoint presentation set up and review
  • Purchasing corporate gifts
  • PowerPoint presentation design and updates
  • Custom designed email signatures
  • Electronic letterhead, business card design and ordering
  • Auto-responder creation
  • Purchase branded items including swag items with logos, t-shirts and sweatshirts with words and pictures, trophies and plaques, both celebratory and multi-level for sport outings. All will be company compliant.
  • Meeting and event arrangements, including venue selection, monitoring attendees and more.
  • Add video and audio files to your websites
  • Create, format and publish your email newsletter
  • Format and upload blog posts
  • Set up and manage your social media pages and updates
  • Including Facebook, LinkedIn, Twitter and Instagram
  • Automate connections between social media accounts
  • Website review and critique for improvements
  • Set up a service to collect email addresses via text