Includes:
Full email + calendar control: Managing inboxes, drafting responses, prioritizing messages, and scheduling
Billing workflows: payment follow-ups, invoicing, reporting (non- CPA)
Document preparation: Drafting, formatting, proofreading, and managing professional documents and reports.
Customer/client management: CRM updates, follow-ups, relationship management, and communication coordination
Weekly check-ins: standing meetings to review priorities, deliverables, and upcoming needs.
Best for:
Executives, consultants, business owners, and professionals who need a trusted right-hand assistant.