Everyday Tasks

  • Triage daily emails – go through clients’ emails, summarizing important messages that need attention
  • Schedule meetings and interviews
  • Recruit and oversee training of employees
  • Book travel (hotel, air, transportation) for family and business trips
  • Set up delivery of groceries and laundry services
  • Set up utilities when moving into new home or business space
  • Make payments on bills (and dispute claims, if possible)
  • Create itineraries for vacations and business trips
  • Create lists of great restaurants (including menus) near you, including delivery options
  • Make restaurant reservations
  • Research competitors and potential partners
  • Schedule medical, dental, and other appointments
  • Fill out expense reports
  • Take notes during meetings and conference calls

And many, many more. Please inquire if you're curious — we've quite literally never been unable to figure out how to complete a task.

Frequently used programs and websites

Mail and Calendar Clients

  • Google Accounts (GMail, Calendar, Drive)
  • iCloud
  • Microsoft Outlook

Expense Reporting

  • Concur
  • Expensify
  • Microsoft Excel

Budget Software

  • You Need a Budget
  • Mint 

Buying and Selling

  • Amazon
  • Craigslist 
  • eBay

Video/Phone Conferencing

  • GoToMeeting 
  • Join.me 
  • WebEx 


  • Kayak
  • TripAdvisor
  • Yelp
  • KOA /Good Sam
  • TripIt

Document Sharing

  • Google Drive
  • Dropbox
  • DocuSign

Organizational Applications

  • Trello
  • Basecamp
  • Remember the Milk
  • Teamwork


  • Wordpress (website management)
  • Kajabi (website management)
  • Mailchimp (list management)
  • Infusionsoft (list management)
  • Libsyn (podcast hosting)

These lists are not at all exhaustive, so please contact us if you have any questions.