My services include general administration, bookkeeping, email cleansing and automation, streamlining systems – anything to make your life easier! My experience in customer service and relationship management enables me to provide your company with a professional and mature level of service. I also manage social communities and groups for Facebook users or website users, as well as SaaS and website subscription, financial and user administration. Minute-taking is my speciality, which can be done in person (travel charges apply) or online. This includes organising locations, attendees, agendas etc.

I set up and streamline the back office processes you require – email, web, accounts, documents, social profiles, scheduling, and physical elements such as business cards, signage, uniforms, etc.

I am a level 2 ICB-qualified Bookkeeping Assistant and can set up, clean up and reconcile Xero, Pandle and Quick Books. I offer an hourly service where I reconcile expenses, invoices, purchase orders, expenses, other financial documents, and expense management. I am AML supervised by HMRC, ICO, and DBS registered, with the relevant insurances in place. However, I do not handle payroll or SATR, and your accountant must sign all submissions

This is not an exhaustive list – do contact me if you would like to discuss anything else here or you can check out my Services page here for more details.

With over 25 years of experience in business, I specialize in assisting small business owners/operators. After starting my career in export sales and administration, I quickly realized I liked learning computer programs – particularly spreadsheets. Let’s be honest, I’m a nerd. It’s fun for me to figure out how to solve problems faster and better. Since May 2021, I’ve been a self-employed freelance business manager at Deputy Dot Business Services.

I work with a range of clients, doing everything from C-Suite support to bookkeeping, PA support, minute-taking, and franchise management.

I use a lot of software including Office 365, Google Docs, and various CAD programs like Affinity, Canva, and Adobe. I’m familiar with most major CRMs and project management systems, like Groove, Slack, Trello, Hubspot, Click Up and Microsoft Planner. I type at about 55 WPM and am well-versed in hosting meetings using Teams and Zoom.

As a business owner, I understand the importance of saving time and money. Hiring a freelance virtual assistant can be an excellent way to do both. I can help manage and complete tasks efficiently and cost-effectively from a remote location. This helps eliminate the need for costly investments in office space, computers, and other related resources. Additionally, by delegating tasks, you can focus your energy on tasks that are more important and beneficial to the business.

I can help you save money by using IT resources in the cloud and by finding the most cost-effective solutions. Finally, a virtual assistant can help you find new and innovative ways to save money while still getting the job done.

Once we decide the scope of the work, I will email you a contract that you will need to e-sign and return. My CRM is then used to record all tasks/projects.

Depending on the services and time you require, either myself or a A VA may be assigned to you, whom I will introduce to you in an online meeting based on your requirements. I will check in with you every month or as often as you would like. You can be confident that anything discussed or completed is kept as confidential as if I was doing it myself. This is because all my team members have signed contracts with me, including NDAs

I will also need a Letter of Engagement from you for any bookkeeping work. It will ask you to provide two forms of photo identification, and I can verify your identity. It’s just a check to confirm that your identification is accurate, as HMRC requires. This is to protect you and me and show that I have done my due diligence on your identity. Bookkeepers and accountants should always request this as part of the engagement process.

My prices start from £35 per hour depending on the project length and commitment.  You can check my pricing page here.

Payment is usually made in advance by bank transfer and invoices are always sent each period.

I have a minimum retainer of 5 hours per month, or you may prefer an ad-hoc option initially.

It is sometimes challenging to work out how many hours a task may will require if you haven’t worked with a freelancer before. The best way to begin is to start by setting a low time limit and then review each week until we are able to get a stable amount of time needed for the project.

Generally, the first few weeks are a little higher on hours as we get to know each other and figure out how you work best, but it quickly evens out once we have established a good working relationship.

Yes, I hold Public Liability, Cyber and professional indemnity insurance policies. I am also supervised for Anti Money Laundering by HMRC, and registered with the ICO for data protection and also DBS assured. All team members also hold their own insurances.

I track my time on Clockify, or a similar app, and can provide reports when needed. I am a little OCD with this and always ensure it is correct and up to date.