Executive & Administrative Management
Executive calendar and appointment scheduling
Inbox management and client correspondence
Travel planning and itinerary coordination
Meeting coordination and note-taking
Document preparation and file organization
Contract and agreement administration
Business Operations Management
Daily operations oversight
Workflow optimization and SOP creation
Vendor management and onboarding
Insurance, licensing, and compliance
CRM and business software administration
Process automation and system integration
Accounting & Financial Administration
Invoicing and billing management
Accounts receivable and collections
Accounts payable and vendor payments
Expense and reporting
Payroll coordination
CPA and bookkeeping liaison
Human Resources & Team Management
Hiring coordination and onboarding
Employee documentation and compliance
Time and payroll processing
Benefits administration coordination
Performance and KPI reporting
Policy and handbook development
Customer Service & Client Experience
Phone answering and call routing
Scheduling and dispatch coordination
Customer support and conflict resolution
Review management and follow-up
Client retention programs
Service agreement administration
Marketing & Brand Management
Social media management
E-mail marketing campaigns
Website updates and content coordination
Review and reputation management
CRM marketing automation
Vendor and partner marketing coordination
Project Management
Project scheduling and milestone reporting
Contractor coordination
Budget and reporting
Task delegation and follow-ups
Client communication and updates
Project closeout documentation
Legal & Compliance Support
Contract management
Insurance certificates and compliance reporting
Vendor compliance portals
State and municipal licensing
Permits and documentation
Legal correspondence coordination
Fleet & Asset Management
Optional Specialty Services (Premium Add-Ons)
Undercover operational auditing
Secret shopper services
Call monitoring and training
CRM optimization (Housecall Pro, Jobber, ServiceTitan, etc.)
Property management administration
HOA and vendor compliance management