Helping You Take Your Business To The Next Level
Creating momentum for your success
Once upon a time, we all worked for big companies — whatever help we needed was available in-house.
There was an IT Department, a Marketing Department, a Finance Department… all sorts of people whose job it was to support the work we did every day.
Today, that’s changed. When you work on your own — as a solo or owner of a small business — it’s up to you to keep the business running smoothly, in addition to doing the work itself.
It can be frustrating and time-consuming. Even when it does go well, it keeps you from the work you’d rather be doing.
That’s where I come in. I handle all the details and all the minutiae — the things you hate doing — so that you can get back to work.
Organization, Documentation & Systems Building
Create structures you can rely on. Email & Calendar management, SOP’s, workflows, and systems help you run your business on autopilot. Read more.
Project & Task Management
Keep projects moving and priorities clear. Research, writing & proofreading for excellence. Templates, checklists, and recurring reminders make repeatable systems easy to execute. Read more.
Billing & Information Management
Maintain billing schedules and financial reporting. Keep important documents & credentials accessible & updated, and create polished newsletters & client-facing information. Read more.
“Wendy was an invaluable resource for our team during a project of repapering of our entire clientele, including tracking hundreds of document signatures, disclosures, and ensuring clients felt comfortable with the entire process. Her ability to operate in a number of different technology platforms was incredibly helpful. When we switched CRMs, she took the initiative to help the entire team get up to speed on a platform she already had experience with. Her detail-oriented mindset will be an asset to your business!”
Donna S.