For the to do list that follows you home.
When you own a business, the line between work and life gets blurry. I help owners with the personal admin that eats their evenings: appointments, research, bookings, online accounts, renewals and the errands that can be done online.
Booking, rescheduling and reminders.
Comparing options so you can just decide.
Reservations, events and travel plans.
Renewals, accounts, forms and online errands.
Digital files, photos and important documents.
Client gifts, birthdays and the details.
This is part of my Remote Assistant service.
A custom business dashboard that runs daily tasks, client projects, networking and sales in one place. Each area has its own hub with due dates, pinned work and quick views.
An assistant desk system built into Flow Tasks for delegating work to a remote team. Each assistant gets a desk with daily routines, tasks, call logs, hours, paperwork and training.
A lead tracker that shows every prospect by stage, flags hot leads and suggests the next follow up. Each lead opens into a full profile with progress, tasks and notes.
An online portal where a client sees her business expenses organized the way her tax preparer needs them. It tracks receipts, flags missing information and exports to Excel.
A bookkeeping site and landing page for a CPA led firm in Chandler, Arizona. It focuses on monthly bookkeeping, cleanup and a free consultation.
A TikTok for a public car auction in Peoria, Arizona, grown to 86.4K followers with bilingual English and Spanish videos. One video passed 150K views.
A virtual personal assistant handles personal admin online: appointments, research, bookings, renewals, online accounts and organizing. I focus on business owners, so I often help with both work and personal tasks.
My work is remote, so I handle anything that can be done online or by phone. For in person errands, I can find and book the right local service for you.
Yes. I treat everything you share as confidential, and I never enter your passwords or payment details for you. You stay in control of your accounts.
