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How can a Virtual Assistant help me?

​Personal Assistant 
  • Filing and Disputing Medical Claims
  • Coordinate Home Health Care staff 
  • Communicate with out of state family members, CPA and financial advisors 
  • Personal Services: gift shopping, restaurant reservations, office and home relocation , and competitive shopping, etc.  
Organizational Tasks 
  • Manage calendar  
  • Coordinate office relocation and/or set up 
  • Develop processes to maximize business efficiency

  • Form creation​

  • Manage database

  • Research and assist with travel plans

  • Project management 

  • Research online and develop training materials

Manage Correspondence 
  • Check and review mail 
  • Manage email and organize inbox categories 
  • Manage client correspondence such as birthday, thank you and holiday cards
  • Manage contacts and communications
Bookkeeping and Auditing
  • Manage accounts payable and accounts receivable
  • Data enter income and expenses and track receipts
  • Reconcile transactions to bank account 
  • Run financial reports
  • Manage aging and collections
  • Develop recommended spending plan when needed
  • Collaborate with CPA to provide information for tax return
  • Inventory management
  • Reconcile 3rd party billing
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