What administrative services do you provide?

I provide a wide range of professional administrative and business support services tailored to meet the unique needs of businesses, professionals, and private practices. Services include:

  • Calendar and appointment management
  • Email organization and correspondence
  • Client communication and customer support
  • Billing, invoicing, and insurance billing support
  • Payroll administration
  • Data entry and database management
  • Document creation, formatting, and editing
  • Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • PDF forms and document preparation
  • File organization and digital records management
  • Scheduling, reminders, and workflow coordination
  • Basic bookkeeping support (non-accounting)
  • Marketing materials, presentations, and graphic design
  • Social media assistance
  • Research and special administrative projects
  • General virtual assistant services
  • Office workflow improvement and organization
  • Event planning and coordination, including corporate events and golf tournaments
  • Administrative training and onboarding for office staff
  • Development of efficient office procedures and best practices

I also have experience travelling to other provinces to provide on-site administrative training and office support when required. Depending on your needs, I can work remotely, on-site, or travel for training and special projects.

Every business is different, so my services can be fully customized to fit your specific requirements.

Do I need to provide access to my business accounts?

Only if it’s necessary to complete the services you’ve requested. If access is required (such as email, calendar, accounting software, or document storage), you’ll remain in full control of your accounts. Access is used solely to perform authorized administrative tasks, and your information is handled securely and confidentially.

What services do you not provide?

To ensure I provide the highest quality of service, there are a few areas that fall outside my scope of practice. I do not provide:

  • Chartered Professional Accountant (CPA) or public accounting services
  • Tax preparation or tax filing
  • Financial planning or investment advice
  • Legal advice or legal representation
  • IT support, computer repair, or network management
  • Medical, psychological, or healthcare advice

If your project requires a licensed professional, I’m happy to work alongside your accountant, bookkeeper, lawyer, IT provider, or other specialists to help keep your business running smoothly.

Do you work remotely or in person?

Yes! I offer both remote (virtual) administrative support and in-person assistance, depending on your location and the type of work required. During your consultation, we’ll discuss which option best fits your needs.

What software are you familiar with?

I have experience working with a variety of business software and office tools, including:

  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Adobe Acrobat
  • Google Workspace
  • QuickBooks (billing and basic bookkeeping support)
  • Electronic Medical Records (EMR) systems
  • Jane App
  • Medavie
  • BlueCross
  • NIHB
  • Telus Health
  • Greenshield
  • Canva
  • WordPress
  • WooCommerce
  • Divi Builder
  • dBase
  • Pagemaker
  • Lotus 1-2-3
  • Zoom
  • Microsoft Teams
  • TelPay
  • Google Meet

I’m also comfortable learning new software and adapting to your existing systems.

What industries do you work with?

I have extensive experience supporting professionals, small businesses, and private practices, including psychologists, Doctors, healthcare professionals, lawyers, architects, and other service-based businesses. My administrative background allows me to adapt quickly to different industries and workflows.

Is my information kept confidential?

Yes. Client confidentiality is a top priority. Before any work begins, both parties sign a Confidentiality Agreement to ensure that all personal, business, and financial information remains private. Information shared during our work together is never disclosed or shared with other individuals, businesses, or organizations without your consent.

Do you offer evening and weekend appointments?

Yes! I currently offer administrative support in the evenings and on weekends. These appointments are ideal for busy professionals who need assistance outside of regular business hours.

Availability is limited, so I recommend booking in advance to secure your preferred date and time.

Can I book ongoing administrative support?

Absolutely! Whether you need occasional assistance, weekly support, or monthly administrative services, I offer flexible options designed to fit your workload and schedule. Many clients choose ongoing support packages for consistent assistance and priority scheduling.

Can you help organize my office or workflow?

Yes! Office organization and workflow improvement are among my specialties. With over 25 years of administrative experience, including working as an Office Manager, I can help organize your office, streamline administrative processes, improve filing systems (both digital and paper), create efficient workflows, and develop practical systems that help your business run more smoothly.

Whether you need to organize documents, streamline daily operations, or create processes that save time and reduce stress, I can tailor solutions to your way of working.

Are you insured?

Yes. I carry business liability insurance to provide added peace of mind while working with clients. I am committed to maintaining a professional, reliable, and trustworthy service at all times.

Do I need to sign a Service Agreement?

Yes. All clients are required to sign a Service Agreement before services begin. This agreement outlines the scope of services, confidentiality, responsibilities, payment terms, and other important details to ensure expectations are clear and to protect both parties.

For clients requiring ongoing or recurring administrative support, a separate long-term service contract may also be established to outline the duration of services, scheduling, and any additional terms specific to the ongoing working relationship.

I’m always happy to review the agreement with you and answer any questions before we begin.

What areas do you serve?

I proudly provide senior companionship and non-medical support services throughout Airdrie and many surrounding communities.

My service area includes:

  • Airdrie
  • Calgary
  • Chestermere
  • Crossfield
  • Irricana
  • Didsbury
  • Olds
  • High River
  • Okotoks
  • Strathmore
  • Bearspaw
  • Bragg Creek

If you’re located just outside these areas, please don’t hesitate to reach out. Depending on the location and travel time, I may still be able to accommodate your request.

Do you charge travel fees?

Remote administrative services are provided at no additional travel cost.

For in-person appointments, travel fees may apply depending on your location and the distance traveled. Any applicable travel charges will always be discussed with you before confirming your appointment.

What payment methods do you accept?

I accept several convenient payment options to make the process simple and accessible for my clients.

Payments can be made through:

• Credit card: Secure credit card payments are available directly through my website.

• E-transfer: A convenient option for clients who prefer direct payment.

• Mobile Square: For quick and easy payments in person.

Payment details and instructions will be provided when services are scheduled. If you have any questions about payment options, please feel free to contact me.

Do you have a police check?

Yes, I have completed a police record check with clear results. A copy of my police check is available in my credentials for clients who would like to review my background verification.

I understand the importance of trust, professionalism, and confidentiality when handling sensitive business information and administrative tasks. My goal is to provide reliable, accurate, and confidential administrative support while maintaining the highest standards of integrity and respect for every client.

How do I get started?

Getting started is easy! Simply book a free 30-minute consultation. We’ll discuss your administrative needs, answer any questions you have, and determine the best service package or hourly option for your situation. Once we have a plan in place, we can begin supporting your business.

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