• Operations & Administration

    Small Business Set-Up

    • Corporate Documents & Contracts, Logo & Catchphrases
    • Facilitate Web, Email & Social Media Presence
    • Business Cards & Stationary 

    Office & Facilities Management

    • Office Set-Up, Organization & Management
    • File Set Up & Management
    • Office Location and Lease Management

    Marketing

    • Campaign Brainstorming & Initiatives
    • Mailers & Print Media
    • Social Media Management

    Contracts

    • Contracts & Vendor Management 
    • Notary Services - State of MA

    Client Services

    • Client Meeting Prep
    • Client File Set-Up and Management

    Human Resources

    • Personnel File Set Up & Management
    • Creating Policy & Procedures Manuals
    • Creating Schedule of Benefits Offerings
    • Creating Job Descriptions and Advertisements
    • Creating Employee PTO Tracking Calendar

    Executive Support

    • Calendar Management
    • Meeting Coordination
    • Document Preparation
    • Report Generation 
    • Database Management

    • Contacts Management
    • Event Planning
    • Client Communications
    • Travel Arrangements
    • PowerPoint Presentations
    • Excel Spreadsheets

    • Mailings
    • Create/Maintain Company Policies
    • Accounts Payable & Accounts Receivable
    • Expense Reports
    • Project Management

    Accounting Services

    • Bookkeeping
    • A/R & A/P
    • Client Invoicing
    • Payroll Coordination

    • 401(k) Coordination
    • Administrative Budgeting
    • Project Budgeting – to reconcile with project accounting

    • Financial Reporting
    • Vendor Relations
    • Expense Tracking and Monitoring

    Paralegal Services

    General

    • Legal Research & Writing
    • Transcription
    • Document Preparation: (correspondence, memorandums, pleadings, deposition notices, subpoenas, motions, briefs)
    • Document Organization: (discovery, files, exhibits)
    • Court Filings
    • Assistance at Court hearings, arbitrations, mediations, administrative proceedings, closings, trials
    • Notary Services for the Commonwealth of MA

    Corporate

    • Corporate Entity Formations
    • Compliance
    • Contracts & Agreements – Drafting and Review

    Estate Planning

    • Wills and Estate Planning
    • Probate and Estate Administration

    Real Estate

    • Assistance with Real Estate transactions
    • Property & Lease Disputes

    Personal & Household Services

    Home Management

    • Home Improvement Management/Oversee Contractors (getting quotes, scheduling work, being on-site as needed)
    • Appointment Scheduling: Medical, Home Repairs & Maintenance (landscapers, pest control, cleaning services, gutters, painting, etc), Car Repairs & maintenance, Vacation planning and coordination, reservations
    • Vendor Management

    Home Office Organization

    • Create Home Filing System
    • Set up Bookkeeping and Bill Pay
    • Create Home Calendar for recurring appts and house reminders
    • Create Home Contact database

    House Sitting

    • Check on Home
    • Mail & Newspaper Pick-Up
    • Water Plants