Services
Virtual Assistant
I offer a wide range of services specifically tailored for the trades, ensuring efficiency and reducing stress.
CRM, financial and lead management software
I offer comprehensive support for CRM, financial, and lead management software, ensuring your business stays organised and efficient. Whether you use Tradify, ServiceM8, Simpro, Xero, QuickBooks, or Pipedrive, I can help manage your client relationships, streamline financial processes, and track leads effectively. With my expertise, you can focus on your core operations while I handle the technical intricacies of your software tools.
General Admin
Managing general administrative tasks can be time-consuming, but I’m here to take that burden off your shoulders. From invoicing and generating customer quotes to handling supplier quotes and purchases, I ensure everything is accurate and timely. I also manage electronic filing, keeping your documents organised and easily accessible. With my support, your admin tasks will be seamlessly integrated into your daily operations.
Bookkeeping
Keep your finances in order with my expert bookkeeping services. I handle credit control, ensuring timely payments and managing outstanding debts. Additionally, I take care of VAT and CIS returns, payroll processing, and generating comprehensive financial reports. My meticulous approach ensures your financial records are accurate and up-to-date, providing you with a clear picture of your business’s financial health.
Customer Relations
Building and maintaining strong customer relationships is crucial for business success. I manage new enquiries, lead management, and follow-ups to ensure no opportunity is missed. Additionally, I request reviews to build your online reputation and foster customer loyalty. With my customer relations services, you can focus on delivering exceptional service while I handle the relationship-building aspects.
OZEV
Navigating the complexities of OZEV (Office for Zero Emission Vehicles) can be challenging, but I’m here to assist. I manage approved installer applications, handle grant application paperwork, and assist with voucher schemes. My expertise ensures you meet all the requirements and deadlines, making the process smooth and stress-free.
MCS
Preparing for MCS (Microgeneration Certification Scheme) assessment can be daunting, but I simplify the process. I help with assessment preparation, customer paperwork, and certification, ensuring all documentation is accurate and complete. Additionally, I manage DNO (Distribution Network Operator) approvals and acknowledgements, ensuring compliance with regulatory standards.
Office Support
Streamline your office operations with my comprehensive support services. I manage email cleansing and monitoring, ensuring your inbox stays organised. I provide CRM support, handle data entry, proofread documents, and conduct research. My attention to detail and organizational skills ensure your office runs smoothly, allowing you to focus on your core business activities.
How To Get Started With Me
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