How I Work

Determine client needs & wants to provide a comprehensive quote

ADMIN SET-UP (one-time fee)
• New client onboarding checklist
• Client file set-up
• Document template creation

THE BASICS include (hourly or flat fee available):
Calendar Management: organize & manage (up to 2) calendars
Inbox Management: consider every day “Email Debt Forgiveness” Day
Daily/Weekly Agenda Summary: outlining your agenda in a preset cadence
Weekly Check-Ins (as necessary): by phone or email, tailored to your needs
• Bookkeeping Basics: billing, invoicing, account reconciliation
• Personal Touch: gifts, special occasions, follow-up calls/correspondence
• Concierge Services: restaurant reservations, travel planning, car rentals

VIRTU-À LA CARTE (hourly):
The Virtu-À La Carte option is an add-on to the basic package. If there’s something I haven’t listed, let’s discuss what your specific needs are and how I can support you with them.
Data Entry
Event Coordination
Process Documentation