Cloud Accountant Staffing

Executive Assistant

• Calendar & Inbox Command: Manage busy executive calendars, triage emails, draft replies, schedule across US time zones, and protect focus time.
• Client Communications: Respond to inquiries, prep meeting agendas, capture minutes/action items, and own follow-ups to completion.
• Project Support: Build task boards, track deadlines, and maintain status updates in tools like Asana/ClickUp/Trello; escalate risks early.
• Documentation & SOPs: Create and maintain checklists, templates, and SOPs so recurring work becomes predictable and faster.
• Research & Reporting: Conduct targeted research (vendors, tools, market info), synthesize findings, and prepare concise summaries or slide decks.
• Data & Files: Clean up docs and folders, maintain naming/versioning standards, and ensure everything’s easy to find.
• Light Bookkeeping (as needed): Categorize expenses, match receipts, prep simple invoices/credit notes, and coordinate with the accounting team (QuickBooks/Expensify basics).
• CRM Hygiene: Update records, log activities, prep lists/exports, and keep pipelines tidy (HubSpot/Salesforce or similar).
• Travel & Logistics: Arrange travel, prepare itineraries, and manage event logistics when required.
• Quality, Privacy & Security: Follow data-handling policies, use MFA, and observe least-privilege access at all times.

• Manage emails, calendars, and scheduling to optimize executive productivity.
• Handle data entry, document management, and file organization.
• Assist with client communications, including responding to inquiries and following up on tasks.
• Conduct research and compile reports as needed.
• Provide administrative support, including preparing correspondence and managing online records.
• Perform light bookkeeping tasks (if applicable).

Executive Assistant

Virtual Assistant