Virtual Personal Assistant Services

✔ Day to day PA tasks

  • Inbox management
  • Diary management
  • Finding and booking meeting venues
  • Travel planning both UK and overseas

✔ CRM Database management

  • Updating and using CRM for new business leads, contact management and mail outs

✔ Creation of documents and presentations

  • Printing, binding and distributing
  • Online document sharing
  • Creating Microsoft PowerPoint, Excel and Word documents
  • Circulating agendas, minutes and notes from meeting's

✔ Invoice preparation, distribution and credit control

  • Creating invoice templates
  • Sending and tracking invoicing
  • Chasing late payments

✔ On-line research

✔ Data entry

✔ Event Planning

✔ Lifestyle and household management

  • Managing bills
  • Booking and coordinating services
  • Booking holiday travel UK & overseas

Finance consultancy, bookkeeping and VAT submissions

✔ Finance Process Improvement and Cost Transformation

  • End to End Process documentation and analysis
  • Unit Economic calculations
  • Operational and cost efficiency recommendations

✔ Financial Modelling of business plans

  • Future growth expansion
  • New products or services

✔ Scenario modelling

  • Analysis of different scenarios for growth or product / services
  • Ability to adjust models for different scenarios

✔ Excel templates to assist your company

  • VAT calculations
  • Cash flow management
  • Bespoke templates for your business
  • Reconciliations

✔ Bookkeeping and VAT Submission

  • Quarterly VAT Submissions
  • Bookkeeping
  • Xero proficient


If you can't see here what you are looking for, please ask anyway as we may be able to help!