Services
Your source for virtual administrative help, general bookkeeping, and desktop publishing services.
FINANCIAL ADVISORS
Our staff can help you support your clients by taking over client account administration, quarterly report mailing/emailing, transfers, processing forms, billing and more.
- Client Account Administration
- Forms Processing
- Opening/Closing Accounts
- Transfers and Cashiering Tasks
- Quarterly Report Preparation and Mailing/Emailing
- Billing/Invoicing
ADMINISTRATION
Our Virtual Assistants take the hassle out of administrative tasks. We can provide many of your firm’s clerical needs.
- Word Processing/Typing (general correspondence, letters, bids, proposals, reports)
- Appointment Scheduling
- Database/Contact Management
- Direct Mail/Mail Merge
- Photocopying
- Scanning
- PDF Production
- Assembly of correspondence and various marketing materials
- Making travel arrangements, scheduling
- Holiday/Birthday Mailings
- Retrieval of Downloads
- Email, Fax, and Phone Support
- Shipping/Labeling
- Assembling & Packing (Small items only. i.e. disks, books, manuals, etc)
- Transcription
DESIGN SERVICES
We offer a range of desktop publishing and project design services. We can create a variety of print and electronic media to enhance the marketing of your business.
- Newsletters
- Brochures
- Letterhead & Business Card Design
- PowerPoint Presentations
- Booklets
- Pamphlets
- Flyers
- Bulletins
- Directories
- Manuals
- Other documents involving page design
- Minor Website Updates
- Proofreading
- Copyediting