Administrative and personal assistant services provided are listed below. There are some tasks that fall under both categories but are listed only once. If there’s a service you need that’s not listed, call me 813-294-5300. It’s possible that I can provide that service or recommend another professional.
Business Services
Administrative:
Calendar Management – schedule appointments, confirm meetings, and send reminders
Computer Management – declutter and organize e-mails and electronic documents
Correspondence
Create Forms, Operations/Procedures Manual
Customer Relations Management (CRM)
Data Entry
Document Management
Email Management
Excel Spreadsheets
Expense Reports and Management
Fax/Scan
Meeting Minutes
Organization and Filing
Paper management – organize and create filing systems that streamline the process to easily retrieve and file information.
PowerPoint Presentations
Reconcile Bank Statements
Research
Travel Arrangements with Itineraries
Word Processing
Marketing:
Blog Management – picture search and editing, uploading and scheduling
Newsletters – picture search and editing, uploading and scheduling
Social Media Setup
Website – WordPress updates and edits
Tradeshows – representative, collect contact information
Project Management:
Coordinate Vendors
Track Budgets
Track ‘To Do List’
Schedule Briefings
Time Line
Personal Assistant Services:
Arrange Mail Service
Bill Pay/Banking
Budgeting
Event planning
Manage family schedule
Party planning
Reconcile expenses with credit card statements
Scheduling Appointments – doctors, repairs, etc.
Concierge Services:
Dinner/Entertainment Reservations
Home/Vehicle Schedule Maintenance
Gift Purchases
Vacation Planning/Travel Arrangements
Write and Mail Invitations, Holiday and ‘Thank You’ Cards
Local services provided solely in the Tampa Bay area:
Decluttering/Organizing – General areas: Dining Room, Living Room, Kitchen/Pantry, and Foyer; Private Areas – Bedroom, Closet, Laundry room, and Bathroom
Business/Home Office – clear clutter and provide maximum workspace; storage areas – organize supply room, mailroom, break room into efficient, attractive areas
Errands (pick-up/drop-off laundry, pharmacy, shopping), fold laundry, pack luggage, etc.
*Mobile Public Notary