Success Stories
Streamlining Administrative Operations for a Growing E-commerce Startup
Virtual Administrative Support & Process Optimization
Streamlining Administrative Operations for a Growing E-commerce Startup
We partnered with a rapidly expanding e-commerce business to alleviate their administrative burden. Our team implemented and managed a centralized communication system (using Slack), scheduled and coordinated virtual meetings, organized and maintained digital filing systems (Using Google Drive), streamlined all project management (using Trello), and provided customer service support via email and chat. This allowed the client to focus on product development and sales.
Accounting Support for a SaaS Company
Virtual Accounting Assistant & Financial Record Management
Accounting Support for a SaaS Company
We provided ongoing accounting support to a Software-as-a-Service (SaaS) company. Our responsibilities included managing accounts payable and receivable, reconciling bank and credit card statements, preparing monthly financial reports (e.g., income statement, balance sheet), and assisting with payroll processing. We utilized QuickBooks Online to ensure accurate and timely financial record-keeping. For time management, we integrated HoneyBook with QuickBooks Online.
Providing Virtual Bookkeeping Services for Not-for-Profit Entity Involved in Conservation
Virtual Bookkeeper & Financial Data Organization
Providing Virtual Bookkeeping Services for Not-for-Profit Entity Involved in Conservation
We supported a not-for-profit entity with their expense reporting and budget tracking. Since they were implementing different projects funded by various donors, we were able to track funds and expenses as per the requirements of each donor resulting in 1% to nil ineligible expenses. We also assisted in collecting and organizing expense receipts, preparing project budgets against actual spending. This helped the entity stay within budget and maintain accurate financial oversight for their projects.
Executive Administrative Support for the Managing Partner of an Audit Firm in the US
Virtual Executive Assistant
Provided comprehensive administrative support to the Managing Partner of a busy audit firm. Managing calendars and scheduling appointments with existing and potential clients, ensuring all the quality standards are adhered to at the planning, execution and completion stages of the audits, preparing and formatting documents (audit reports, presentations, correspondence), reviewing the audit reports and other clients’ deliverables to ensure that they adhered to the IFRS & ISAs and also the firm’s quality standards (using Caseware), managing email correspondence and filtering urgent matters, organizing and maintaining digital files, and assisting with personal administrative tasks on a need-basis. Ensured the Managing Partner's daily operations ran smoothly and efficiently, freeing up their time to focus on strategic business development and client relationships.
Comprehensive Administrative and Communication Support for a Tech Startup
Virtual Administrative & Communications Assistant
Served as a central point of administrative and communication support for a dynamic tech startup. Our responsibilities included managing the founder's calendar and communications, scheduling meetings with investors and clients, drafting and editing email correspondence, managing social media accounts (scheduling posts, engaging with followers), organizing project-related documentation, and providing general administrative assistance to ensure smooth daily operations. Our support enabled the startup to maintain a professional image and focus on their growth trajectory.
