What We Do
We offer virtual assistant service in almost all aspects of business that lets us handle the greater part of your work-related or personal tasks so you can devote yourself to accomplishing what matters most.
Virtual Assistant
Gets your business and personal life organized.
- Manages your calls and emails
- Acts as the point of contact between you and your executives, employees and clients
- Facilitates internal communication (e.g., distributes schedules)
- Promptly responds to your managers’ queries on your behalf
- Plans your appointments and events
- Makes travel arrangements
- Suggests more efficient ways to run your business
- Reviews and recommends improvements to your company policies
- Troubleshoots your work-related problems
General Real Estate Admin Assistant
Handles many of the everyday basic or clerical work.
- Manages electronic and printed company files
- Manages and routes internal communications and documents
- Keeps company manuals and brochures updated
- Attends meetings and takes minutes virtually
- Gathers needed information
- Handles customers
- Orients new employees
- Manages projects
Sales and Marketing
Streamlines your campaigns.
- Creates a plan for engaging your target market
- Creates a plan for gaining and retaining clients
- Researches your competition to inform your plans for engagement
- Promotes your products or services to your target market
- Researches your clientele in order to find, market and sell to more clients
- Makes product or service knowledge readily available through various resources
- Answers clients’ queries
- Schedules appointments and meetings as needed
- Trains your other sales and marketing staff
- Ensures that your staff meet their quotas
Project Management and Dispositions
Works with your team from conception to completion.
- Helps supervise everyone working on your projects
- Provides advice on how best to manage your projects
- Conducts Risk Assessment
- Ensures that all the goals for each project are achieved
- Ensures quality standards are met
- Keeps track of and reports on progress
- Recruits subcontractors as needed
- Helps supervise subcontractors to ensure your guidelines are followed
- Oversees the accounting, costing and billing
- Evaluates project success against its benchmarking
- Shares lessons or best practices
Customer Support
Provides excellent, responsive service to your customers.
- Manages a large volume of calls from your customers each day
- Assists with placement of orders, refunds or exchanges
- Takes payment information and other pertinent information, such as addresses and phone numbers
- Meets both personal and team sales targets as well as call-handling quotas
- Greets your customers warmly before identifying their problem or reason for calling
- Handles their complaints and provides them with appropriate solutions and alternatives within the time limits
- Resolves their complaints via email, mail or social media aside from the phone
- Follows up to ensure resolution
- Answers all your customers’ questions about your product(s) or service(s)
- Informs your customers of your deals and promotions
- Prepares product or service reports by collecting and analyzing customer information
- Keeps records of interactions with them
- Compiles reports on overall customer satisfaction
Accounting and Bookkeeping
Handles your accounts accurately and efficiently.
- Develops the system to account for your financial transactions
- Bookkeeping
- Keeps and balances your subsidiary accounts
- Maintains and balances your general ledger
- Files pertinent documents
- Prepares financial reports
- Ensures that you comply with federal, state and local legal requirements
Medical Bookkeeping and Virtual Assistant
Generates more leads for you, builds your database and makes the most out of your sphere of influence.
- Intake of new patients and referrals.
- Appointment setting — scheduling, managing cancelations, and sending reminders to patients.
- Calendar management — creating a schedule that includes appointments with patients as well as other commitments, such as meetings and events.
- Organizing files in your database.
- Supply management — keeping track of supplies at your practice and ordering new items when necessary.
- Medical billing and coding.
- Followups and checking on patients after appointments.
- Prescription refills.
- Email management — responding to messages and cleaning your inbox.
- Transferring physical forms into a digital format.
- Balancing patient accounts and taking payments for services rendered
- Reviewing bills and claims for accurate information