1. “VIRTUE IS ITS OWN REWARD”
METICULOUS ACHIEVEMENTS
VIRTUAL ASSISTANT SVC.
2. WELCOME TO THE WORLD OF VIRTUAL ASSISTANCE
TABLE OF CONTENTS:
• How can a Virtual Assistant Benefit your Business?
• What services does Meticulous Achievements offer?
• How does Meticulous Achievements stand apart from other VA’s?
3. OUR GOAL IS TO STREAMLINE ALL OF YOUR ADMINISTRATIVE
AND ACCOUNTING NEEDS BY EFFICIENTLY MANAGING YOUR
OFFICE, OR BY BEING AN EXTENSION OF YOUR ALREADY
IMPLEMENTED TEAM
4. HOW CAN A VIRTUAL ASSISTANT BENEFIT YOUR BUSINESS?
WELL TO START, HERE ARE JUST A FEW WAYS WE INTEND TO MAKE YOUR
LIFE EASIER:
• Helping you reduce overhead costs
• Implementing effective time management
procedures
• Offering peace of mind with a money back
guarantee
• Flexibility of hourly prices or monthly
retainers
• Timely Deadline: We work evening and
weekends to ensure your work is ready when
needed at no extra cost to you.
• Reducing or eliminating tied up
employment costs and formalities such as
employee holiday, sick leave, Maternity and
Paternity costs
• Offering complete privacy, security and
confidentiality
• Supplying monthly progress reports
• Providing a detail oriented service and
ensuring accuracy by implementing a
check and balance system.
• We provide all of our own equipment
5. THE SERVICES OFFERED AT METICULOUS ACHIEVEMENTS ARE
LIMITLESS, AND MORE BEING ADDED DAILY, THOSE SERVICES
CURRENTLY INCLUDE:
Accounting
• Check, calculate, verify and record data
• Check the accuracy of figures and
postings calculated by others
• Check the entry of all transactions
• Prepare general ledgers and invoices
• Ensure that your bills are paid on time
• Reconcile statements such as, bank /
credit cards / vendor's & client's
statements
• Process accounts payable and
receivable transactions
• Prepare financial statements such as,
trial balance / profit and loss account
/ balance sheet
• Create and monitor budgets (business
and personal)
• Data Entry
6. HEALTHCARE
• Scheduling and confirming appointments
• Providing appointment reminders
• Following up with patients
• Verifying insurance information, including eligibility and pre-authorization
• Calling insurance companies to determine what is/is not covered
• Following up on claims, including handling appeals
• Updating patient files and other data entry duties
• Ordering needed supplies
• Handling medical coding and billing duties
• Transcribing
• Doing any other duties as required, including accounting and payroll
7. PROPERTY
MANAGEMENT
• Scheduling Repairs & Maintenance orders
• Management of Certificates of Insurance
• Managing New Vendor bids
• New Vendor Maintenance
• Organizing property inspections.
• Financial Services – including Trust & General
Accounting, manage rent arrears and payment
reconciliations such as rental receipts and payments
to property owners, trades etc.
• Email management
• CRM & Database Management
• Managing appointments & calendar
8. LEGAL ASSISTANCE
Preparing bankruptcy petitions
Managing company email,
Scheduling and confirming appointments,
Sending out new client paperwork
Managing business correspondence,
Entering data,
Bookkeeping.
9. GENERAL OFFICE
SUPPORT Email Management/Filtering
Setting up Autoresponders
Booking appointments with clients
Following up with clients/customers (sending thank
you and other reminder emails)
Receptionist duties (answering occasional calls)
Calendar Management
File Management (organizing files using Dropbox etc.)
Transcription (transcribing voicemail, video or audio,
podcasts etc.)
Data entry
10. SOFTWARE EXPERIENCEMeticulous Achievements is a
multifaceted company. Because of my
vast background, I am able to offer
services in many areas, which is what
makes us stand out. I have an
extensive background and or training
in Legal administration, Property
Management, Healthcare and
Accounting.
So whatever your needs are currently,
or may be in the future, I am
confident that we are well equipped
and trained to handle them.
MRI
QuickBooks
NextGen
Outlook
Jenark
Lexis Nexis
MeetingRoom Manager
PowerPoint
Excel MMIS
Oracle
Yardi
Rcash
12. I have worked as an executive
assistant/account payables and
receivables specialist for the last 10
plus years. Having worked for CEO’s,
CFO’s, Attorneys, MD’s and Property
Management Groups, I have
accumulated a wealth of knowledge
and acquired an extremely eclectic
niche. Rather than choosing one
passion, or limiting myself to one field
of interest, I have decided to combine
my mastered skills and offer them to
potential clients as a virtual assistant.
