Services: General Listing (Additional services provided upon request)
    • Microsoft Applications: spreadsheets, letters & memos
    • Quickbooks/Accounting-Invoicing, bill payment & receipt, reconciliation
    • Coordinate and document networking leads
    • Create worksheets, letters and/or emails for lead follow up
    • Client calls, emails and document distribution
    • Scheduled mailings for client retention
    • Hand write, order and/or arrange gift and card delivery (including holiday cards)
    • Invitation, letter and card labeling and mailing