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Personalized e-Services - All Rights Reserved
My Services Will Be Personalized to Meet Your Business Needs
I will work with you on-line, on the phone, or in-person if available
Business Management
As a Business Manager, I take action to reach my client’s goals. Clients bring their vision, and I execute the steps to turn that big vision into reality.
Under this role, my responsibilities include Project Management, Team Management, Operations Management, and Strategic Planning Support for online and physical businesses.
1) Project Management – As Project Manager, I ensure that all the details and pieces of a project come together from start to finish.
2) Team Management – In my role as Team Manager, I’m involved in hiring and onboarding, training new team members, and off-boarding. I understand how a company’s team operates while creating cohesion for sustainability and growth.
3) Operations Management – As an Operations Manager, I supervise other team members and work directly with other business partners such as Web Designers, Accountants, additional Virtual Assistants, etc. I delegate tasks and ensure that they are completed well and on time. I’m the middle person and, at times, a mediator if needed.
4) Strategic Planning Support – If you’re launching a new product or service, or your business is going through a big transition, I can help you strategize to go high level with your business. Are you using the systems and programs that your business needs? Do you have the right people in the right job? I can help you answer questions and brainstorm while acting as a sounding board to position yourself well in your industry.
Operations
Bookkeeping
- Data entry in QuickBooks or Wave Accounting
- Generate Balance Sheet and Profit and Loss Reports
- Client invoicing and follow up on outstanding invoices
Business Formation
- LLC creation
- Obtain EIN
- Document notarization
- Document translation (English & Spanish)
Credentialing & Provider Enrollment
- Gather, organize, and keep track of provider documents, licenses, and certifications to ensure everything stays current and accurate
- Prepare and submit credentialing and enrollment applications to insurance payers, Medicare, and Medicaid on time
- Manage CAQH and payer portal profiles, handle renewals, and monitor revalidations to prevent lapses
- Communicate with payers and providers to follow up on applications and resolve any issues
- Maintain secure, well-organized records and efficient workflows for a smooth, stress-free process
Personalized e-Services (PEAS LLC) provides administrative and operational support services only. We assist healthcare providers with the preparation, organization, and submission of credentialing and provider enrollment documentation. PEAS LLC does not provide legal advice, insurance consulting, or make clinical or credentialing determinations. All final decisions regarding participation, compliance, and payer approval remain the responsibility of the provider and the relevant payer or governing agency.
Daily Operations
- Assistance with Property Management
- Schedule and manage client appointments and your calendar
- Set up automated appointment scheduling and link your calendar to your website
- Screen/answer emails
- Enter contacts and information and manage your client database
- Order supplies, equipment and business gifts
- Post articles and special products and events to your social media accounts
- Set up recurring payment transactions
- Assistance with new client on-boarding
- WordPress website updates
- Creation/updating spreadsheets for tracking business metrics
- Creation and management of e-sign documents
- Research work
Marketing & Communications
- Custom designed PowerPoint slide templates
- Electronic letterhead, business card design
- Auto-responder creation
- Customer surveys
- Add video and audio files to your websites
- Podcast updates
- Proofread, format and publish newsletters
- Set up and manage social media pages and updates
Technology
- Selection and set up of client database using a CRM
- Cloud based file sharing set up
- Program tutorials
- Password management
- Email set up on all of your devices
- Set up for a new email platform (Office 365/Google for Business)
Sales
- Conduct discovery calls to understand client needs and goals
- Answer inquiries about products or services in a timely and professional manner
- Follow up with leads and existing clients to maintain engagement
- Respond to potential client inquiry forms and route them appropriately
Education & Certifications
State of Connecticut Notary Public
Bachelor of Science in Management
DMHAS Trends in Trauma Treatment Conference Certificate from The Connecticut Women's Consortium
Real Estate Investment Coaching & Mentoring Program
The VA Launch Pad Program
QuickBooks Certification
Family Child Care Substitute License
