• Calendar management including shared or online calendars
• Appointment scheduling, rescheduling and confirmation
• Travel planning and arrangements
• Expense report preparation
• Client contact and response
• E-mail and voicemail management
• Online file collaboration, storage and file sharing solutions
• Mail

Bookkeeping

• Monthly transaction entries
• Client invoice and statement preparation

Concierge Service

• Dinner reservations
• Theatre, concert, movie and sporting event tickets
• Travel and out-of-town getaways
• Personal shopping

Database and Contact Management

• Manage relationships – phone, email, notes, documents, social media
• Schedule and track meetings and activities
• Create and send e-mail marketing campaigns
• Track leads through the sales process
• Generate reports

Project Management

• Track projects from beginning to end
• Communicate with project resources
• Monitor target dates and provide progress reports

Event Planning & Management

• Conference, meeting and seminar planning and coordination
• Celebrations, business and private dinners, product launches, entertainment
• Venue and accommodation selection and quotes
• Audio/Visual
• Catering
• Creation and distribution of event documentation,
• Registration including online, attendee and list management
• Budget control

• Business Cards and Stationery
• Logo Design
• Brochures, Flyers, Postcards
• Templates and Forms
• Menus, Invitations
• Signs
• Newsletters

Document Preparation

• General correspondence
• Reports, Proposals, Quotes
• Catalogues, Manuals and Books
• Forms and Excel Spreadsheets
• Presentations and Teaching Materials
• Proofreading

Research and Marketing Support

• Send introductory information for new inquiries
• Create and mail client feedback questionnaires
• Track and summarize
• Advertising plan liaison coordinating and tracking
• General and specific information searches complete with report of findings
• Target markets, competition
• Software and office equipment purchases