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
