I help solo professionals and small business owners operate more efficiently, so they can do the work they would rather be doing.
Here’s a sample of what I can do for you:
Streamline Your Systems
Organized, Efficient Operations
Disorganized files, scattered tools, and manual processes quietly drain your time. Clean systems create space to grow.
- Set up accounts for platforms like Zoom, TidyCal, MailChimp, and more
- Research and secure available domain names
- Organize and maintain digital file systems
- Format Word documents with branding, headers, and consistency
- Create, convert, and compile professional PDFs
- Perform accurate data entry for clean records
- Proofread documents for clarity and professionalism
Support Your Finances
Simple, Steady Money Management
When finances are organized, decisions are easier and stress is lower.
- Track and organize basic bookkeeping records
- Pay recurring and one-time bills on schedule
- Create and send professional invoices
- Collect, organize, and track expense receipts for reporting
Organize Your Office
Clear, Coordinated Workflows
When your backend is calm and organized, your front-end business shines.
- Manage calendars to keep schedules accurate and conflict-free
- Schedule appointments and meetings seamlessly
- Prepare agendas, capture meeting notes, and follow up on action items
- Build and manage to-do lists to track priorities and deadlines
- Organize digital files for quick, easy access
- Open and manage business tools and platforms as needed
Manage Your Messaging
Friendly, Focused Communication
Consistent, thoughtful communication builds trust and keeps your business top of mind.
- Monitor inboxes and prioritize important messages
- Clean up inboxes with filters, auto-replies, and bounce-back fixes
- Send newsletters and group emails with ease
- Create and manage client and contact lists
- Respond to customer inquiries professionally and warmly
- Provide consistent client follow-up and touchpoints
- Create and manage networking follow-up’s
- Create landing pages, surveys and more
Coordinate Your Events
Prepared, Professional Gatherings
Great events feel effortless when the details are handled behind the scenes.
- Plan and organize event logistics
- Prepare board and roundtable meeting materials
- Manage conference registrations and confirmations
- Research attendees and prepare background profiles
- Record meetings through transcribed audio/video notes
- Order handouts and printed materials
Keep Projects Moving
Organized, On-Time Outcomes
Without structure, projects stall. With steady support, they move forward.
- Track and organize contracts and agreements
- Manage projects to keep teams, tasks, and deadlines on track
Research With Purpose
Accurate, Organized Insights
Good decisions start with reliable research.
- Conduct general business research on vendors and competitors
- Gather facts and sources for blogs, articles, and presentations
- Compile and analyze data from multiple sources
- Perform keyword research for improved SEO
- Verify information and fact-check sources
- Organize findings into clear, usable summaries
Handle Travel & Logistics
Thoughtful, Detail-Driven Planning
From business trips to special shipments, every detail matters.
- Build travel itineraries with routes and alternatives
- Assist with passport and visa documentation prep
- Book flights, hotels, rental cars, and dining
- Shop for supplies, gifts, and equipment
- Package and ship gifts, meeting materials, and special items
I had the pleasure of working with Jolene during our time at Columbia Wanger. She’s a seasoned Executive Assistant with a wealth of experience supporting leaders and teams. Jolene is reliable, organized, and brings a calm, steady presence that everyone appreciates. She has a great way of keeping things running smoothly while staying thoughtful and approachable. I really enjoyed working with her and appreciated the professionalism and care she brought to everything she did.
Lisha Li
Research Manager
Jolene served as my executive assistant while also supporting other more senior managers. Highly efficient in coordinating travel, meetings, expense reports and many other tasks simultaneously, she always ensured that we complied with corporate policies. Jolene was an excellent communicator and able to identify potential issues and roadblocks well in advance. She worked diligently and was very reliable.
David Frank
Investor
Jolene was an exemplary task master; able to handle an incredible volume of tasks with no errors. Highly intelligent and detail oriented, I could always count on her to deliver on time and with high quality.
Former Client
Investor
Jolene consistently delivered high-quality work and brought a blend of expertise, reliability, and calm professionalism to every project. I wholeheartedly recommend her without hesitation.
Deborah Connor
Senior Paralegal
Jolene played a pivotal role in ensuring her supervisors were supported each and everyday. Her attention to detail and anticipation of any possible challenges that could arise were exceptional. As a fellow assistant, I was able to count on Jolene with any task I brought to her attention.
Allyson Murray
Sr. Executive Assistant
Working with Jolene has been an absolute game-changer. Her time management and proactive project support kept everything running smoothly, and she consistently improved communication among all stakeholders through regular check-ins and clear updates. She kept everyone informed of deadlines and next steps, which made our projects far more efficient and stress-free. Reliable, professional, and a true asset to any team.
Mark Ellison
Entrepreneur
Jolene’s willingness to jump in and truly learn our systems set her apart immediately. When we brought her on, our processes were scattered and inefficient. She took the time to understand our pain points, asked smart questions, and helped us evaluate better options. Together, we implemented a new system that completely transformed our workflow. Communication improved, tasks stopped slipping through the cracks, and our entire team operates more efficiently because of her. Jolene is proactive, detail-driven, and an absolute partner in growing our business.
Sarah Mitchell
Entrepreneur