Includes:
Scheduling: Appointment scheduling, calendar updates, reminders, and researching as needed
Inbox management: Monitoring emails, flagging priorities, basic responses, organization, and cleanup
Data entry: accurate entry of client information, spreadsheets, databases, or CRM systems
Document formatting: Professional formatting of letters, reports, forms, and internal documents
Light billing support: Invoice preparation, tracking payments, sending reminders (non-CPA, non-bookkeeping).
Best for:
Sole proprietors, startups, consultants, or professionals needing limited but consistent support.