Virtual Assistant


I get it, you’re busy!

Virtual Assistant:

For Soulpreneurs who need help with more than just finances


The following services are all included in the monthly Virtual Assistant package; $234/mo.

  • Calendar management – scheduling meetings, syncing with devices, adding upcoming events

  • Collating business cards into an Excel sheet for uploading to CRMs or address books

  • Creating/editing/formatting templates and guides

  • Creating/updating/maintaining databases and CRMs

  • Data entry

  • eBook editing/formatting/publishing

  • Email/Gmail set-up, importing and creating labels/filters/folders management and organization

  • Event coordination – venue finding and confirmation/collating attendees and documents/on-site support

  • Lifestyle management (Some Services for Local NYC Clients Only) – buying gifts, dry cleaning, booking restaurants, researching cheaper utility companies, paying bills, etc.

  • Minute taking

  • Researching/making travel and accommodation arrangements

  • Setting up/managing webinars and podcasts

  • Transcription

  • Typing up notes

  • Writing/editing/formatting reports and presentations