Some of Our Clients

June 2016 – Present: Virtual Assistant to Rhea Perry at Educating for Success

  • Handle appointment scheduling
  • Handle Emails
  • Schedule Webinars and speakers for the Webinars
  • Assist with conferences by helping to keep records organized ahead of time, with registration, sales at the conferences, tracking expenses and income, etc.
  • Handle various technical tasks as needed
  • Help with the membership sites
  • Maintain project management program
  • Add lessons to the online course web site
  • Update Kajabi website as needed with courses
  • Created and maintain Virtual Assistant course
  • Make travel arrangements
  • Manage all contracted workers
  • Make monthly payments to contracted workers

August 2014 – Present: Bookkeeper and Virtual Assistant for DSI International/White Oak

  • Bookkeeping for several companies (QuickBooks Online) and Personal Accounts (Quicken Home and Business)
  • Issue 1099’s
  • Create reports
  • Work with CPA
  • Transfer funds between accounts
  • Do various technical tasks

     June 2013 – Present: Virtual Assistant to Realtor JoAnn Petrosino

    • Set up and maintain WordPress web site with a blog
    • Find articles for and make blog entries on web site and social media
    • Create and post various holiday graphics on social media
    • Monitor web site blog and social media sites for inappropriate comments
    • Set up email campaigns
    • Find articles for and prepare eNewsletters and printed Newsletters
    • Send holiday e-card greetings
    • Edit videos for website and social media
    • Help create marketing materials



    April 2013 – Present:

    • Answer all emails sent from the “Contact Us” page
    • Moderate Q&A and Technical Support forum within the Membership area, answer questions
    • Bookkeeping for the company (QuickBooks)
    • Process refunds
    • Prepare royalty statements each month, and make payments
    • Prepare reports on affiliate payments each month, and make payments
    • Issue 1099’s
    • Correct typos and formatting on MemberGate pages, when found
    • Help in some web site technical areas
    • Write articles to help new homeschoolers