Virtual Admin Services

Tired of drowning in paperwork? Spending more time with business activities than with clients or family? Wish there were more hours in the day?

I am here to help! Supporting small business owners is what feeds my soul and gets me out of bed in the morning. I have been providing administrative support, bookkeeping, business management, and organization solutions for small businesses and independent owners for a number of years.

I am located in Calgary, AB and provide virtual and semi-virtual administrative and bookkeeping services, as well as new practice set-up and other business support services for Alberta professionals. I offer contracted and ad-hoc services as well as project work. My current clients are located in Calgary and Grande Prairie and I would be more than happy to support professionals anywhere in Alberta. Take a look at some of the services below

Basic Services:

• Calendar Management & Booking (Outlook, Jane, etc.)
• Client Appointment Reminders (Email or Phone only, No texts)
• Client Email Communications
• Direct Billing to extended health care plans
• Document Scanning Services
• Fax Services
• File Services – Manual and Digital
• Insurance Company Submissions
• Insurance Company Follow-up
• Invoicing/Receipt Preparation and Distribution Services (Clients, companies, etc.)
• Practitioner Message Services (Email, Text)
• Client Payment Receivables
• Phone Service Set-up
• Point Of Sale (POS) Payment Processing
• Stationery Ordering3
• Transcription (Letters, reports, notes – up to 20 pages per month)
• Virtual Banking Services (Deposits, Transfers, Payments)

*Customization of services is available to meet your needs and budget.

Ad-Hoc Services:
(Available Contracted or As Needed)

• Bookkeeping (Basic: Excel or QuickBooks)
• Compliance Services (Annual regulatory CEU tracking, license registration renewals, etc.)
• Scan/Copy Editing and Clean~up Services
• Digital File Services (Creation of virtual file system, naming conventions, password protections, sharing, etc.)
• Extended Document Scanning Services (Conversion to paperless practice, archiving, reference documents/books, handouts, etc.)
• Template/Stationary Creation Services (fillable pdfs, formatting, design, etc.)
• Extended Heath Benefit Registration and Direct Billing Set-up
• Fiscal Year-End Preparation (Compile/copy/scan documents etc. for your accountant)
• Human Resources Services (Basic: Performance reviews, Improvement plans, onboarding, offboarding, interviewing, standards, process development, templates, etc.)
• Insurance Company Submissions and Reconciliation (Motor vehicle accidents, disability claims, etc.)
• New Practice Set-up Services (admin support, bookkeeping, document design, incorporation, organization, accountants, etc.)
• Practice Closure/Retirement Services
• Organization Services (Business, financial, home, etc.)
• Research
• Supplementary Services (Outside of standard hours)
• Transcription (Extended: >20 pages per week)
• Travel Arrangements (Planning, sourcing, booking, itineraries, etc.)

Call today to discuss your needs!