Some of Our Clients
June 2016 – Present: Virtual Assistant to Rhea Perry at Educating for Success
- Handle appointment scheduling using Acuity Scheduling
- Handle Emails
- Schedule Webinars and speakers for the Webinars using Zoom
- 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
- 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
- Bookkeeping
- Paying contractors
- Help with conferences and conventions
August 2014 – June 2020: Bookkeeper for DSI International/White Oak (owner now retired)
- Bookkeeping for several companies (QuickBooks Online) and Personal Accounts (Quicken Home and Business)
- Issue 1099’s
- Create reports
- Create Certificates
- Work with CPA
- Transfer funds between accounts
June 2013 – 2024: Virtual Assistant to Realtor JoAnn Petrosino (now retired)
- Set up and maintain WordPress web site with a blog
- Find articles for and make blog entries on web site and 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
- Edit videos
- Schedule social media posts in Canva
April 2013 – Present: RonPaulCurriculum.com
- 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
- Run booth at home school conventions
- Supervise the support team
Along with this web page, here are a couple other samples of our work. Each were designed according to the client’s specifications.