Virtual Assistant Services

Every business is unique, and so are the challenges you face. On this page, you’ll find a comprehensive look at the services I provide—each designed to help you streamline your operations, boost productivity, and free up more time for what you do best. Whether you need ongoing support or help with a specific project, you’ll discover practical solutions tailored to fit your workflow and goals.

Browse through the offerings below to see how my expertise can simplify your day-to-day tasks, enhance your client experience, and support your business growth.

If you have questions or need a custom solution, I’m here to help you find the perfect fit for your needs.

Email Organization & Correspondence

• Review, sort, and prioritize emails—flagging deadlines and filtering out spam

• Set up and maintain organized, color-coded folders and automation rules

• Respond to basic inquiries and scheduling requests

• Maintain inbox zero and handle special correspondence

• Liaison with vendors, clients, and service providers

Scheduling & Calendar Management

• Coordinate appointments, meetings, project site visits, and deliveries

• Manage and update calendars, including color-coded categorization

• Schedule and confirm with vendors, installers, and clients

Meeting Planning & Support

• Plan and organize meetings, events, and webinars

• Prepare and distribute agendas, handouts, and presentations

• Attend virtual meetings to take notes and provide summaries

• Arrange catering and logistics for in-person events

File, Document & Resource Management

• Proofread, edit, and draft documents

• Transcribe notes and convert file types

• Organize digital files and create intuitive filing systems

• Maintain confidentiality and discretion at all times

• Enter and update contact data in your preferred system (Outlook, MailChimp, Salesforce, etc.)

• Organize contacts from business cards and email signatures

• Create and update spreadsheets, presentations, and templates

• Standardize and proofread business materials

Travel Arrangements & Event Planning

• Research and book travel, accommodations, and transportation

• Prepare detailed itineraries for industry events (e.g., NeoCon, High Point)

• Compare event options and provide recommendations

Research & Sourcing

• Conduct research on products, materials, suppliers, and CEUs

• Compile findings into actionable reports or spreadsheets

Business Operations Support

• Assist with recruitment, onboarding, and maintaining employee records

• Draft job descriptions and company handbooks

• Create SOPs (Standard Operating Procedures)

• All sensitive information handled with 100% confidentiality

• Suggest workflow improvements and implement new tools

• Support business planning and growth initiatives

• Create purchase orders, send invoices, and process payments

• Track expenses and prepare reports

• Update website content, team bios, and project photos

  (I do not handle marketing or social media campaigns)

Project & Vendor Coordination

• Liaise with vendors to request samples or confirm appointments

• Assist clients with inquiries and resolve issues

Bookkeeping & Expenses

• Expense tracking

• Invoicing & payment processing

Streamlined Operations

Enjoy smoother workflows and fewer bottlenecks, so you can take on more clients or focus on higher-value work.

Professional Representation

Present a polished, organized image to your clients with timely responses and well-managed communications.

Scalable Support

Adjust the level of assistance as your business grows or your needs change, with flexible packages and custom options.

How My Services Make a Difference