Ad hoc finances support


Catherine has extensive experience dealing with finances, using Xero to reconcile incoming & outgoing payments. She is also experienced in the Education sector, working with schools in order to make things more efficient.
Catherine's Skills
  • Admin Tasks
  • Personal Assistant Tasks
  • Calendar Management
  • Social Media Content Management
  • Email Management
  • Networking outreach
  • Data Entry
  • Data/Info Analysis
  • Online Filing Systems
  • Presentation Building and Editing
  • Research
  • Transcription
  • Minute taking
  • Website editing
  • Procurement
  • Email marketing set-up
  • Onboarding Suppliers/Clients
  • Invoice processing
  • Client / Invoice Management
  • Booking and Managing Suppliers
  • End to End Event management
  • Wedmin (wedding admin)
  • Calendly set-up
  • LinkTree set-up
  • Stripe product and coupon creation
  • Examples of Jobs

    Here are some examples of jobs that Catherine has completed recently:

    Research job for travel options for a trip to Germany -

    Researching and presenting the options for all aspects of travel for a Company Director's trip to Germany. Understanding their requirements and suggesting options to suit.

    Bookkeeping for a sole trader -

    Processing a tax years worth of receipts and transactions on Quickbooks to update their accounts.

    Website edits on Wordpress -

    Copy edits (written by client) for a Wordpress website.

    Transcribing meetings -

    Running the recording of the meeting through an AI processor and then formatting the notes ready for the client to present.

    Social media outreach -

    Contacting prospects identified by the client with a template message (written by the client) via Instagram DM.

    Implementing school booking system -

    Redesigning a music school's booking methods, diary management and contact processes.

    School admin tasks -

    Working through a school's extensive waiting list, filling teachers' diaries, and booking rooms.

    School communications and database management -

    Sending communications to parents in order to check that the information on file was current, and then updated the data as necessary.

    Email marketing -

    Sourcing appropriate news and information for a regular newsletter.

    Meeting preparation and minute taking -

    Ensuring all attendees have the correct paperwork ahead of the meeting, attending the meeting and minute taking as necessary. Collating all completed paperwork after the meeting and ensuring it is sent to the attendees.

    View Catherine's availability and book a session here:

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