Our Services

  • Our team can assist you with general tasks, such as:

    • Email Management

    • Calendar Management

    • Appointment scheduling

    • Data Entry

    • Ressearch

    • Travel Planning

    • Project Management

    and so much more…

  • We have team members that specialize in finance related tasks such as:

    • Gathering bank statements, reconciling accounts, providing financial reports

    • AP - Billpay and approvals processes, allocations, processing reimbursements, employee spend management

    • AR - Allocate donations, manage donor database, communicate with donors, provide donor statements

    and that’s just for starters…

  • Your media needs can be a heavy burden, we can help:

    • Social media management: posting content, monitoring engagement, promoting posts

    • Email newsletters: Providing rough drafts, scheduling send, managing database

    • Creating content for social media, weekend slides, and print

    and the list goes on and on…

Our simple and specific process will get you up and running in no time.

  1. Hit “Book Now” below to schedule a call.

  2. We’ll hop on a meeting with you to discuss your needs and pair you with the right assistant.

  3. Your assistant will start working with you on the first day of the upcoming month.

  4. We’ll provide support along the way to ensure that your assistant is changing your life.

*A one-time $1,000 setup fee, monthly services starting at $1,000

Personal Assistant / Finance Assistant / Media Assistant

Personal Assistant / Finance Assistant / Media Assistant

Contact us

If you have questions but aren’t ready to book a meeting, reach out here and we’ll email you!