Administrative

& Operations

Services

Administrative
Research & Operations
Client Relations

Individual & Family

Courier

WORK WITH ME

Service approach

Listening

Identify areas of stress for small business owners to offer comprehensive workload solutions that promote work-life balance in entrepreneurship.
Collaboration

Collaborate with leadership to create a custom plan to resolve gaps in current processes freeing up time for what matters…life!
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.