Go beyond just getting things done
Taking care of the little things, so you can focus on what matters most.
Are you ready to work with an online partner?
You may be thinking, am I really big enough for this, is it worth it, should I just keep doing it myself? I know that feeling.
Take a moment - imagine being able to focus purely on what you love and why you started your business in the first place.
When you partner with me, all those everyday tasks get done, general admin gets done, your tech issues get sorted, and your social media will grab attention. I can provide you with virtual administration and business services. Let me take care of the nitty-gritty details while you focus on what matters most.
What I do
Your very own on-demand Local Outsource!
I offer a competitively priced alternative to hiring additional staff or contractors for ad-hoc admin support in Perth.
I do this by taking on the tedious, repetitive admin to help free up an employee's time, so they can focus on doing what they love. With a vast knowledge of the ‘management’ level requirements of running a successful business, this allows me to fine tune the ‘ground level’ requirements - namely admin tasks.
Who I am
Covering a wide range of industries, my extensive administrative and operations support services are provided remotely from my conveniently located office just south of Perth.
How I can assist you
I understand that every business is unique and has its own set of opportunities and sometimes, challenges. As a busy business owner, you’ve kept your business ticking along, doing all the bits and pieces yourself. That’s why I pride myself on my ability to work alongside you, and get the day-to-day jobs done that you’ve been putting off due to lack of time.
“I firmly believe that having systems in place gives you freedom.
Not just freedom from your work, but freedom while you work.”
General administration
Data Entry (handling / onboarding of new clients)
Database maintenance
File notes and audio file note transcription
Calendar and Email management
Queries
Appointments
Digital organisation
Administration
Process development and improvement
Systems setup and maintenance
Procedures, Policies and Key standards
Form / template creation
Reporting setup
Revenue tracking setup
Workflow management
Tech and integrations
Office Management
Social media set-up
Written content creation
Workshop and event management
Branding and style guide
Business cards and signs
Marketing
Assistance with Fact Finding
FDS / Ongoing fee arrangement
Data entry of fact find documents
Reporting
General admin support
Licensee and CRM migrations
Insurance Quotes and comparisons using LifeRisk Online
Software - Xplan, Salesforce, Adviser Logic, Pluto Soft, Astute Wheel
Financial Practice Support
Been procrastinating on setting up workflows? Overwhelmed by the chaos of your CRM and business backend? I’m here to help!
I am ready to craft a custom workflow for you and get it up and running in your CRM.
Ready for a change? Can't wait to help your business thrive!
Workflow Creation & Implementation
From comprehensive administrative support to tackling tech issues and social media management, we've got you covered.
FAQs
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When you first contact me (whether by phone or email), I’ll ask questions about you, your business and the tasks to be completed. I’ll also ask you for an approximation of how many hours you think these tasks might take (or how long these tasks currently take you to complete).
Based on your answers and your working style, we will setup a suitable process and get to work.
This may be as simple as a document with instructions, or an in-depth conversation.
All tasks will be tracked and you will be provided with ongoing updates.
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All work is done online - I never step foot in your office. I can undertake any task you require, provided I have the skills, information and software (where applicable) available to me online. Training on your individual programs is useful and demonstrates the way you’d like your tasks processed.
Applications like Microsoft Suite, Dropbox, Google Drive, Teams, Zoom and Skype mean that you’ll barely notice I’m not there next to you.
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If you’re weighing up the pros and cons, we’d suggest doing a trial run. You can then decide based on results. I often speak to clients who’ve not had much success with overseas VA’s and want someone that they know they can rely on, that speaks their language and understands business in Australia – and that’s important!
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Yes – this is part of our Service Agreement. It protects you and us and benefits all parties.
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The cost varies depending on many factors such as the specific tasks required. Based on the time actually spent working on your tasks, I will provide you with a customised quote.
The Not-So Fine Print
The minimum time chargeable per job is 1 hour. Additional time will be invoiced in 15-minute blocks.
Emails & general phone calls are included in the rates. Large volume print jobs (e.g. bulk mail-outs) will be outsourced; this will be discussed with the client prior to the job being commenced.
Postage, STD/International calls, courier charges & job-specific stationery are additional charges & will be invoiced to the client.
Unforeseen extra costs will be discussed with the client prior to being incurred.
GST is applicable to all of the above rates.
Prices are subject to change without notice.
I guarantee the quality of my work. Should an error occur, it will be corrected at no additional cost to the client. Detailed job revisions or client-initiated alterations will be charged at the standard rate applicable to the job.
Administration work is defined as something you would reasonably expect any support person to be able to do. For instance, a support person could probably update the text on your website… but they wouldn’t be able to create custom graphics or complete coding changes.
I have a strict 7-day payment term. If payment is not received within the 7 days, you may incur late fees and have your services suspended due to non-payment.