Services

Effortless Support for Businesses, Contractors, and Busy Professionals

Accounting

  • Track and organize income & expenses

  • Manage accounts payable & receivable

  • Prepare and send estimates & invoices

  • Follow up on client payments

  • Keep financial records organized for tax time

Project Management

  • Maintain job & client calendars

  • Schedule walkthroughs, installs, and follow-ups

  • Send confirmations & reminders

  • Reschedule or cancel as needed

  • Organize weekly/monthly project timelines and service window

Client & Contract Management

  • Create, review, and organize project contracts

  • Assist with client messaging and updates

  • Track deliverables and deadlines

  • Keep project paperwork centralized and accessible

Workforce Management

  • Collect & verify employee timecards

  • Flag discrepancies before payroll submission

  • Coordinate payroll with provider

  • Submit direct deposit or paycheck runs

  • Organize hours and reports for record-keeping

Admin & Communication

  • Clean, organize and categorize email inboxes

  • Unsubscribe from spam and reduce noise

  • Flag priority messages and set rules/filters

  • Manage personal or business calendars

  • Book and reschedule personal or household appointments

Tools & Tech Proficiency

  • QuickBooks & Wave for bookkeeping

  • Google Workspace (Docs, Sheets, Drive, Gmail, Calendar)

  • Microsoft Outlook for email and calendar management

  • Excel/Sheets for reporting, budgets, and custom trackers

  • Canva for forms, documents, templates, and branded materials

  • Comfortable adopting new platforms and learning unfamiliar systems quickly when needed

Reach out for a custom quote or to chat about what you need. I’m happy to help build simple systems that make your day-to-day easier.