Services

We are your trusted source for general office work. Let us focus on the mundane daily tasks so that you can take care of customers and work on building your business! All of our services are conducted efficiently, professionally, and discretely. We pride ourselves on the following values:
  • Strong organizational skills
  • Ability to prioritize tasks and projects
  • Discrete and confidential
  • Highly professional
  • Acute attention to detail
Our various offerings are described in more detail below.

Administration

Administration services are focused on creating a professional office environment, enabling you and your employees to work efficiently. We take care of mundane but critical tasks so that you can focus on what you do best -- serve your customers.
  • Write and edit business letters in Microsoft Word
  • Write and edit business email (POP3, IMAP required)
  • Call business partners, customers, vendors and resolve issues
  • Proofread correspondence and printed materials
  • Maintain supplies and order replacements online or phone
  • Coordinate payroll with a 3rd party accountant service
  • Coordinate accounts receivable and payable with a 3rd party accountant service
  • Review invoices for accuracy, following up if necessary on discrepancies
  • Open, organize and prioritize inbound mail and email
  • Contact multiple vendors for bids on large purchases, review proposals, recommend a provider, then execute the purchase
  • Bulk mailings
    • Use Microsoft Excel and Microsoft Word to create mailing labels
    • Print mailing labels
    • Stuff envelopes
    • Seal and organize envelopes
    • Review addresses and contents for accuracy
    • Deliver mailing to local Post Office
  • Bulk email / email "blasts"
    • Draft bulk electronic mail announcement in HTML
    • Scan and upload pictures, storing on the web (e.g. TinyPic)
    • Upload template and pictures to a bulk email service
    • Arrange for credit card payment of online email
    • Deliver emails and generate reports for click-throughs and acceptance
  • Review personal credit card and bank statements, extracting business expenses into Microsoft Excel spreadsheets, preparing expense reports and tracking reimbursements
  • Pitch in at your office when a support person is absent (e.g. receptionist, secretary, etc)

Scheduling

Scheduling services give you a sense of calm. We take control of your calendar to ensure you're always on time, prepared, and focused on those tasks that matter most. Get out from under that pile of email, inbound mail, meeting requests, followup telephone calls, travel reservations, and other clutter that gets in your way of doing your job efficiently.
  • Maintain your calendar via Microsoft Exchange, Google Calendar or Yahoo Calendar
  • Arrange appointments and create Microsoft Exchange Calendar notices
  • Arrange conference calls using 3rd party conference calling services
  • Arrange videoconferences, either online or using local services like FedEx Kinko's
  • Schedule daily meetings between multiple parties by phone and email, creating Microsoft Exchange Calendar notices for all parties
  • Research and schedule business travel, including local taxi's, air travel, hotels, restaurant reservations, meals, car rentals and more
  • Coordinate multiple vendors when working on premises at your business location, e.g., for renovations, presentations, or events

Event Planning

Lisa has run fund-raising events for hundreds of people and scheduled road shows that traverse the globe in search of funding for IPOs. Our event planning services will ensure you have a top-notch event, within budget, that runs smoothly and delivers on your expectations.
  • Company functions
  • Vendor or customer meetings
  • Luncheons
  • Dinners
  • Presentations
  • Employee recognition events
  • Personal events for senior executives (e.g. birthday parties and anniversaries)
  • Philanthropic fund raising events
  • Silent auctions
  • Roadshows and corporate funding events

Human Resources

Human Resource services assist in managing one of your most important assets -- your people. We take the grind out of managing people so that you can work with them efficiently on the tasks at hand, ensuring their personal issues and HR questions are handled professionally.
  • Author job postings for job boards
  • Post jobs and monitor applicant response
  • Organize applicants and provide initial screening with reference checks
  • Generate formal letters of employment
  • Work with 3rd party accounting services to ensure W4's, 1099s and other critical government forms are filed correctly.
  • Address questions from personnel on benefits, vacation, illness, and private matters
  • Train employees on office equipment, rules and procedures