WHAT NEEDS TO COME OFF YOUR
TO-DO LIST?
Day-to-day Executive Support
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Email & inbox management
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Diary management including scheduling and booking appointments
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Organising travel & training for you and your staff
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Acting as a point of contact for clients and suppliers
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Company events
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Business Admin & Systems
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Creating and managing internal & external project boards in Asana, MS Project, Jira, or your preferred software
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Digital document management and file systems, e.g. to support ISO certification
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Process tracking for tasks, projects, goals
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Team organisation: trackers for staff, vehicles, holidays, etc.
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Setting up internal systems to help you delegate and grow
Documents, Spreadsheets & Creative Collateral
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Creating branded documents, presentations, and brochures
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Designing job sheets, templates, or training guides
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Financial spreadsheets and trackers (expenses, profit margins, helping you see exactly what's making money and what's not)
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Internal or client-facing forms and reports
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Custom documents for events, pitches, or onboarding
Bookkeeping & Invoicing
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Generating and sending quotes & invoices
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Credit control
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Logging and fliling expenses
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Generating summaries and reports
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Helping you make the most out of your accounting software and have it all prepared and tidy for your accountant