Squared Away

Bookkeeper

• Manage and optimize complex executive calendars across time zones
• Anticipate conflicts and proactively resolve scheduling issues
• Protect executive focus by enforcing priorities and boundaries
• Manage executive inboxes with discretion and sound judgment
• Draft, respond to, and triage correspondence on behalf of executives
• Ensure urgent matters are surfaced promptly and appropriately
• Coordinate domestic and international travel end-to-end
• Prepare detailed itineraries and anticipate changes or disruptions
• Prepare meeting materials, agendas, presentations, and reports
• Track action items, deadlines, and follow-through across initiatives
• Create, document, and refine workflows to improve efficiency
• Identify tools and processes that reduce friction and increase clarity
• Conduct research on competitors, tools, vendors, and market trends
• Provide concise summaries to support executive decision-making
• Track and organize expenses, receipts, and financial records
• Assist with invoice tracking and follow-ups
• Support reconciliation of transactions and documentation
• Prepare basic financial summaries for executive review
• Handle sensitive and confidential information with absolute integrity

Chief Executive Assistant, Bookkeeping-Focused

Executive Assistant

• Manage and optimize complex executive calendars across time zones.
• Anticipate conflicts and proactively resolve scheduling issues.
• Protect executive focus by enforcing priorities and boundaries.
• Manage executive inboxes with discretion and sound judgment.
• Draft, respond to, and triage correspondence on behalf of executives.
• Ensure urgent matters are surfaced promptly and appropriately.
• Coordinate domestic and international travel end-to-end.
• Prepare detailed itineraries and anticipate changes or disruptions.
• Prepare meeting materials, agendas, presentations, and reports.
• Track action items, deadlines, and follow-through across initiatives.
• Create, document, and refine workflows to improve efficiency.
• Identify tools and processes that reduce friction and increase clarity.
• Conduct research on competitors, tools, vendors, and market trends.
• Provide concise summaries to support executive decision-making.
• Handle sensitive and confidential information with absolute integrity.

Chief Executive Assistant – Generalist

• Manage and optimize complex executive calendars across time zones
• Anticipate conflicts and proactively resolve scheduling issues
• Protect executive focus by enforcing priorities and boundaries
• Manage executive inboxes with discretion and sound judgment
• Draft, respond to, and triage correspondence on behalf of executives
• Ensure urgent matters are surfaced promptly and appropriately
• Coordinate domestic and international travel end-to-end
• Prepare detailed itineraries and anticipate changes or disruptions
• Prepare meeting materials, agendas, presentations, and reports
• Track action items, deadlines, and follow-through across initiatives
• Create, document, and refine workflows to improve efficiency
• Identify tools and processes that reduce friction and increase clarity
• Conduct research on competitors, tools, vendors, and market trends
• Provide concise summaries to support executive decision-making
• Support marketing-related research, including audience insights, content trends, and competitor positioning when applicable
• Assist with content coordination, scheduling, and publishing
• Support email marketing or newsletter workflows
• Help organize campaign timelines and deliverables
• Conduct light copy editing or drafting as needed
• Handle sensitive and confidential information with absolute integrity

Chief Executive Assistant, Bookkeeping-Focused

Chief Executive Assistant – Generalist

Chief Executive Assistant – Marketing, Growth Focus