Lucy has been working with me as both a business and personal assistant. The tasks and chores of my life were feeling overwhelming and I was in need of help. I like it that she is very organized and thinks strategically. We have tackled my business accounting systems and also some home organizing. She takes care of my Quickbooks online bank reconciliation and tax preparation. There is no job too big or too small. One afternoon she created an email group list for my clients as well as a data base which included significant info about each one. Additionally, we worked on my will notification information, as well as researched how to sell my daughter-in-law’s used wedding dress. Beyond the actual tasks accomplished, she has been an excellent ear and strategist – she has helped me think through some of the challenges I have been faced with in pragmatic and insightful way! I recommend her highly! (FYI she also edited my website!)”
Alison Teal (Berkeley, CA)
Testimonial was originally posted as a 5-star Facebook review.
An Illinois-based client was planning a return trip to the Smoky Mountains and had a number of concerns she wanted me to research and provide solutions for. They ranged from:
Florida-based client wants to go to a retreat in Tuscany, Italy in September, followed by a few days in Florence, with accommodations near the Duomo in the Historic district so she could do all her sightseeing by walking.
My client unexpectedly acquired a sweet German Shepherd named Karma, formerly known as Marley, and found out very quickly that she needed… well the whole household needed dog training pronto. Karma, still in the puppy phase, also needs a lot of walks. I got the call at the start of a hot holiday weekend and getting in touch with the right trainer and walker was on par with getting in to see the dermatologist! Difficult, but not impossible!
My client wanted to take her soon-to-be 16-year-old daughter to the Big Apple aka NYC to celebrate this momentous event with a little detour to Rochester, New York on the way. Rochester, while a great town, is one of those places that has no direct flights from the West Coast. You either have to leave at the crack of dawn, primarily from San Francisco, or if you leave later you arrive mostly after midnight. A real toss up!
Have you ever wanted to find where a relative was buried? My client didn’t have much information, but wanted to know where her grandparents were buried over 65 years ago. The only clues I had were the names, possible year(s) they died and that it was somewhere in the state of New York. After a few hours of research I was able to locate the cemetery and my client can schedule a trip to pay their respects and view their gravestones.
I spend a lot of time doing in-depth research on a wide variety of service providers for my clients. A recent long-term project was helping one of my clients down-size and consolidate antique and retro furniture, historical books, etc. I discovered a whole new world of local auction houses, house liquidators, private Ebay sellers, and so on. We got price quotes and were able to decide the best avenue in which to sell the product, and/or to decide what should be donated instead. As a result of this project, I became an Amazon and Ebay seller for my own things, and most likely for future clients!