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Services

Dependable support for the admin work that keeps your business moving.

Three Services, Each on Its Own

Pick the support your business needs right now. Every service below is quoted on its own, based on the work and scope involved.

Admin Support

The daily admin work that takes time, needs careful attention, or keeps getting pushed aside: inboxes, calendars, documents, files, research, and business correspondence, handled the way you would do it yourself. Executive assistance, your schedule, meetings, travel research, and priorities, falls under this service too.

Inbox & Email Calendar Management Document Preparation Research & Data Entry Executive Assistance
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Bookkeeping & Accounts

Keeping accounts information organised makes it easier to see what has been invoiced, what needs to be paid, and which records still need attention. I maintain clear bookkeeping records in Xero and QuickBooks Online so you spend less time sorting through invoices, bills, receipts, and spreadsheets.

QuickBooks Online Accountant certified (Intuit) · Accounts Management Using Xero (Alison)

Invoicing

Invoice preparation, tracking, and follow-up on due dates.

Bills & Payables

Supplier bill entry with correct references and documents.

Receivables

Outstanding invoice records and clear follow-up lists.

Receipts & Expenses

Matched and filed so expense records are complete.

Reconciliation

Bank transactions matched, unclear items flagged for review.

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Operations Support

Keeping projects moving: CRM updates, workflows, task tracking, project coordination, and the occasional process doc, so nothing lives only in your head.

CRM Management Workflow Coordination Project Coordination Task Tracking SOPs
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Tools & Platforms

Productivity & Office

Google Workspace
Microsoft 365

Project & Task Management

ClickUp
Asana
Trello
Notion

Communication & Meetings

Slack
Zoom
Microsoft Teams
Google Meet

CRM & Client Management

HubSpot CRM
monday.com
Salesforce

File Management

Google Drive
Dropbox
OneDrive

Documentation & Design

Canva
PDF Editing

Website Management

Visual Studio Code

I use Visual Studio Code to maintain and update my own professional website. While I am not a web developer, I am comfortable making basic website updates, troubleshooting minor page issues, and working with website files when needed.

Accounting & Bookkeeping

Xero
Intuit QuickBooks
Microsoft Excel
Google Sheets

Need Specific Support?

Tell me which tasks are taking too much of your time, including any accounts records that need organising.