Services
What I do
#1
Virtual Bookkeeping, Invoicing & A/R Services
QuickBooks Setup & Management
Organize your books and keep everything up-to-date in QuickBooks Online.
Invoicing & Accounts Receivable Tracking
Send invoices on time and follow up on unpaid balances so you don’t have to.
Bank Reconciliation
Match transactions and resolve discrepancies across accounts with accuracy.
Monthly Financial Reports
Get easy-to-read reports that show you where your business stands.
Payroll Support
Ensure your team or contractors are paid on time with accurate records.
Transaction Categorization
Sort and classify income and expenses for tax and business insights.
Confidential & Compliant Service
Secure, professional bookkeeping you can trust.
#2
Administrative Support
Email Management & Inbox Cleanup
Sort, flag, and respond to emails—help clients stay on top of communication.
File & Cloud Organization
Organize documents in Google Drive, Dropbox, OneDrive, etc.
CRM Management
Update client info, tag leads, and track follow-ups in systems like HubSpot, HoneyBook, Dubsado, or Notion.
Form Creation
Build branded forms (intake, feedback, onboarding, etc.) using Google Forms, Jotform, or Typeform.
Task & Project Management
Track deadlines and update project boards in tools like Trello, ClickUp, or Asana.
Meeting Notes & Transcription
Take or clean up notes after Zoom or phone meetings.
Simple Research Tasks
Travel research, product comparisons, vendor sourcing, etc.
Slide Deck/Presentation Support
Help prepare PowerPoint/Google Slides for meetings or webinars.
#3
Operations & Management
SOP Creation & Documentation
Build clear, repeatable workflows to streamline daily operations.
Systems & Workflow Optimization
Audit and improve backend processes for greater efficiency.
Project & Task Management
Set up and manage systems like ClickUp, Trello, or Notion to track progress and deadlines.
Hiring & Onboarding Support
Assist with job posting, applicant tracking, onboarding docs, and training materials.
Vendor & Inventory Coordination
Manage vendor relationships and maintain inventory/order systems.
Client Journey Mapping & CRM Support
Help design and maintain your client flow using CRMs like HoneyBook, Dubsado, or HubSpot.
Compliance Support (Industry-Specific)
Organize and maintain documentation for industry requirements (especially useful for cannabis, therapy, or health industries).
Weekly or Monthly Ops Reviews
Support long-term planning and operations check-ins with digestible updates.
Ready to Stop Doing it all?
let’s tackle that to-do list
Experienced
Over a decade of combined experience in operations, admin support, and bookkeeping — I bring structure, strategy, and reliability to every task
Reliable & Detail-Oriented
Your business deserves more than hustle — I deliver accurate, on-time support with an eye for detail that keeps things running smoothly.
Flexible Support Hours
Need early morning check-ins or evening support? I offer flexible scheduling to meet your workflow and deadlines.