How we can help you

The virtual pa services listed below aren’t exhaustive. Think of them as triggers, allowing you to consider which tasks you’d like to handover – this is your opportunity to get them off your to-do list.


Business Admin

  • Email management
  • Co-ordinating meetings & conference calls
  • Typing, mail merges & document formatting
  • Preparing presentations
  • Creating documents eg. sales forms, medical history
  • Producing reports
  • Sourcing other freelancers / companies
  • Organising events, conferences & parties
  • Data Entry
  • General day to day purchases such as stationery
  • Implementing new workflows and systems

Financial Admin

  • Processing sales invoices
  • Processing supplier payments
  • Raising invoices to customers
  • Credit control
  • Reconciliation via accounting software
  • Accounting software set-up
  • Creating budgets
  • Company and/or staff expenses
  • Liaising with accountant
  • Preparation of annual accounts

Everyday PA Tasks

  • Discussing, prioritising & clearing your to-do list.
  • Diary management
  • Answering emails
  • Opening & organising post
  • Filing – online cloud system
  • Business travel & accommodation
  • Booking restaurants, meeting rooms, couriers etc.
  • Updating wordpress / website with blog posts
  • Proof-reading

HR Admin

  • Recruitment process
  • Organising interviews
  • Employment requirements ie. workplace pensions
  • New starter administration
  • Creating employee documents
  • Maintaining employee records
  • Payroll assistance

Home Organisation

  • Finding the best price for your electricity, gas & insurances
  • Organsing utilities & other bills including direct debit set up
  • Setting reminders: birthdays, anniversaries, car maintenance & more
  • Gift purchases
  • Personal bookings
  • Organising your family holiday
  • Moving home
  • Applying for passports, visas, leave to remain

Medical Admin – specifically for Cosmetic Doctors, Anaesthetists and Nurses

  • Diary Management
  • Clinic Liaison – confirming availability etc.
  • Patient Liaison – providing pre and post-operative instructions
  • Ensuring patient records are received prior to operation
  • Secure cloud patient filing
  • Organising patient consultation (if required)
  • Raising invoices and ensuring prompt payment
  • Organising and maintaining practicing privileges
  • Creating medical documents such as medical history, consultation notes etc.

My time is much freer since I engaged SO. I can follow up with previous clients better, take time to go and see people without worrying about paperwork and admin piling up. Lindsay takes away all those fiddly tasks; the time-consuming back and forth between me and a client is a thing of the past. A higher proportion of my time is now spent on earning.

Guy Clapperton

Clapperton Media Associates