I help founders, advisors, and executives stay organized and operationally efficient — handling the administrative and financial detail work so they can focus on strategy.
As an Executive Virtual Assistant supporting a family enterprise advisor and author, I've managed structured content systems, LinkedIn outreach coordination, monthly invoice reconciliation, and day-to-day executive operations.
Here's how I support clients:
• Manage monthly invoice reconciliation and reporting using Xero
• Maintain organized client databases in HubSpot
• Transcribe and organize meeting notes and records into structured systems (OneNote)
• Convert and organize documents for client review (Dropbox)
• Manage LinkedIn outreach and content scheduling (20+ connections weekly, 5–10 articles monthly)
• Track tasks, deadlines, and priorities in Asana
• Maintain secure credential and account management (LastPass)
I'm independent, detail-oriented, and comfortable working within established systems while maintaining confidentiality and accuracy—whether the work is calendar management, financial reconciliation, or content operations.
If you need structured operational or administrative support behind the scenes, I'd be glad to help.
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