I support businesses in three areas depending on their needs:
Executive Assistance: Email and inbox management, calendar coordination, data entry, workflow tracking, documentation, internal coordination, and operational support for remote teams.
I provide executive support tailored to your priorities, helping leadership stay organized, client communication run smoothly, and internal workflows remain clear.
Bookkeeping Support: Transaction recording, categorizing, expense tracking, and bank reconciliation using QuickBooks. I help businesses maintain accurate financial records and ensure their accounts are organized and up-to-date.
Customer Support (email and chat): Professional email and chat support, CRM documentation, ticket handling, and structured customer follow-ups. I focus on keeping communication professional, consistent, and timely.
Tools & Systems I Work With:
- QuickBooks (bookkeeping and financial record management)
- ClickUp, -----------, Asana, Trello (task and workflow tracking)
- Google Workspace (Gmail, Google Sheets, Docs)
- Slack (internal coordination)
- CRM platforms (HubSpot, Apollo)
- Zendesk, Zoho, Front (email and chat support systems)
- ChatGPT and Gemini (structured drafting and response assistance)
How I Can Support Your Business:
Executive Assistance:
- Manage email inboxes and respond professionally on behalf of leadership
- Organize calendars and schedule meetings efficiently
- Track tasks, projects, and workflows to ensure nothing is missed
- Coordinate internal teams and maintain documentation of ongoing priorities
Bookkeeping Support:
- Record and categorize transactions accurately in QuickBooks
- Track expenses and reconcile accounts
- Maintain organized financial records for reporting and audits
Customer Support (email and chat):
- Handle email and chat inquiries with professionalism and timeliness
- Maintain structured CRM records and update client information
- Manage tickets and follow-ups to ensure customer satisfaction
Results:
Executive Assistance: Clear communication, organized workflows, and seamless internal coordination across remote teams.
Bookkeeping Support: Accurate financial records, timely expense tracking, and reliable account reconciliation.
Customer Support (email and chat): Professional, consistent, and timely responses that maintain client satisfaction and structured CRM documentation.
