Efficient Administrative Support | Streamline Your Operations

pro

Adrienne Moreno

5

(1)

Starting at

$

25

/hr

About this service

Summary

I provide tailored administrative and financial support to small businesses, ecommerce, and consultants, helping streamline daily operations and manage finances using tools such as Asana, Monday.com, Microsoft Office 365, Google Suite, Slack, Calendly and Zapier. What sets me apart is my ability to integrate AI and automation tools to create customized solutions that boost productivity and enable growth. By focusing on both the big picture and the details, I help businesses run more efficiently, allowing them to focus on what they do best.

Process

1. Initial Consultation
What to Expect: We start with a brief consultation to discuss your business needs, challenges, and goals. This helps me understand what you're looking for and ensures we're a good fit.
What’s Covered: We’ll talk about the areas where you need support (admin, finance, automation) and the tools you already use or are open to implementing.
2. Proposal & Plan
What to Expect: After understanding your needs, I’ll provide a customized proposal detailing the scope of services, timelines, and deliverables.
What’s Covered: The proposal will outline the specific tools and strategies we'll use, whether it’s streamlining workflows through Zapier, managing finances with QuickBooks, or project coordination with Asana or Monday.com.
3. Onboarding & Setup
What to Expect: Once the proposal is accepted, we’ll go through a brief onboarding process to set up all necessary tools and platforms (e.g., Zapier, Slack, ). I’ll ensure everything is tailored to your business needs.
What’s Covered: I’ll create or integrate systems for communication, automation, and financial management, and ensure all tools are properly configured.
4. Execution & Delivery
What to Expect: I’ll begin executing the plan by handling day-to-day tasks, such as managing admin workflows, preparing financial reports, or automating specific processes.
What’s Covered: You’ll receive regular updates on progress, milestones, and any adjustments needed. For projects like automation, I'll ensure everything runs smoothly and that any challenges are addressed promptly.
**Estimated Time: 17-30 hours per week depending on the complexity and scope of the tasks involved.**

FAQs

  • Why Work With Me?

    (1) Tailored Solutions: I customize every service to fit your unique business needs, whether you’re a consultant, ecommerce business, or small/medium enterprise. (2) Comprehensive Toolset: I leverage a wide range of tools, including Zapier, QuickBooks, Asana, and Slack, to streamline your processes and help you grow. (3) Clear Communication: You’ll always know what to expect, with regular updates and open communication throughout our work together.

  • Data Privacy

    Data privacy is taken very seriously. Any "personal information" displayed in my uploaded works is entirely fictional and used solely for demonstration purposes. Any personal data obtained during the process is destroyed by or at end of contract.

What's included

  • Scheduling and Calendar Management

    Manage appointments, team meetings, and deadlines to ensure smooth daily operations with the use of scheduling and task prioritization tools (e.g., Microsoft 365, Asana, Monday.com).

  • Client Communication & Correspondence

    Handle email management, client inquiries, and follow-ups to maintain clear and professional communication using tools like Outlook and Slack.

  • Data Organization and Maintenance

    Organize, update, and maintain databases for easy access to client records, templates, and project files, ensuring all information is up-to-date and accessible.

  • Financial Reporting & Tracking

    Track expenses, create invoices, and prepare financial summaries using QuickBooks and Excel for improved financial oversight and reporting.

  • Project Management Support

    Assist with project timelines, task delegation, and progress tracking using tools like Asana to ensure projects stay on track and within deadlines.

Example projects

Streamlined Project Management: Timelines, Tasks & Goals

Personalized Templates Designed for Efficiency

Expense Inventory Report

Recommendations

(5.0)

Gwendolyn Jones

Client • Dec 5, 2024

Recommended

"Working with Adrienne was a game-changer for my 28th Awards Ceremony program. She skillfully leveraged Zapier to automate and streamline my event feedback process, creating a seamless system for eliminating the need for manual email distribution. Her expertise not only saved me valuable time but also ensured data was well-organized in a custom database. I’m looking forward to collaborating with her on automating parts of my upcoming course enrollment for my recovery support group.

Skills and tools

Data Entry Specialist
Virtual Assistant
Executive Assistant
Asana
ChatGPT
Microsoft Office 365
Slack
Zapier

Industries

Small and Medium Businesses
E-Commerce
Consulting

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