
Personal & Administrative Support packages
Below are Personal & Administrative Support Packages that can be tailored to you. Schedule a complimentary meeting with me to discuss your needs, my availability and suggested package for completion of work each month.
Services Included in the Personal and Administrative Support Packages
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Organize and maintain email folders and filters
Respond to and manage basic correspondence on your behalf
Flag priority messages and clear out spam/unnecessary clutter
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Schedule and reschedule appointments, meetings, and calls
Maintain calendar organization and send timely reminders
Coordinate availability with other team members or clients
Coordinate with service providers, doctors, stylists, etc.
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Make online purchases on your behalf (gifts, supplies, household needs)
Monitor shipments and handle returns/exchanges virtually if needed
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Handle daily customer inquiries and respond on your behalf with professionalism and a friendly tone aligned with your brand
Draft or use templated replies for FAQs and common issues
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Research and book flights, hotels, and rental cars
Create organized, detailed travel itineraries
Handle booking confirmations and changes before trip
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Organize personal to-do lists
Research and book reservations (restaurants, spa, entertainment, etc.)
Reminders for important dates (birthdays, anniversaries, bill due dates)
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Enter, clean, and organize customer data in spreadsheets or CRMs
Maintain organized digital filing systems (Google Drive, OneDrive, Dropbox, etc.)
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Support with basic platform navigation and setup
Organize task boards or project dashboards (Asana, Trello, Notion, ClickUp, Monday.com. etc.)
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Proofread and edit documents, reports, and communications
Assist in formatting professional resumes, reports, or forms
Create templates or SOPs to standardize future projects
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Create templates for recurring tasks or emails
Prepare meeting notes or summaries
Maintain internal checklists or logs
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Track incoming payments and follow up on outstanding invoices
Maintain up-to-date records of client payments
Provide basic aging reports on overdue accounts
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Track outgoing payments and expenses
Schedule or monitor bill due dates
Record vendor payments and purchases
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Prepare and send professional invoices
Customize invoice templates with your branding
Track invoice delivery and client payment status
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Organize receipts and input expenses into accounting software or spreadsheets
Categorize expenses for easier tax prep or reporting
Provide monthly summaries of spending
Just looking for basic bookkeeping? Check out the Basic Bookkeeping Package.
The Client will be billed for additional hours at a rate of $48 per hour, or they have the option to upgrade to the next package tier.
Hours do expire at the end of each month.
*The contract length is necessary to facilitate onboarding, adjustments, and workflow integration, ensuring a seamless process. Establishing a consistent workflow rhythm typically requires 30 to 90 days depending on workload.
My services are not limited to what is listed. If there are specific tasks you are in need of, please schedule a discover call today.