Account setup and account cleanup
Password manager organization
Email cleanup and inbox organization
Mail sorting and document follow up
Calendar management
Appointment scheduling and rescheduling
Subscription cancellations
Autopay setup and review
Bill tracking and payment reminders
Credit card benefit research
Credit card balance and payment coordination
Loyalty account management
Membership renewals
Warranty tracking
Refund requests
Duplicate charge follow up
Unclaimed property claims
Government form support
DMV tasks
Real ID and passport appointment support
Parking tickets, tolls, registrations and city stickers
Utility account setup, cancellation and corrections
Address changes
Notary, mailing and certified document coordination
Personal records organization
Monthly task review and recurring admin check ins

Home vendor sourcing and coordination
Contractor, handyman and repair scheduling
Cleaning service coordination
Window washing, carpet cleaning, duct cleaning and pest control
HVAC maintenance and service plans
Plumbing, electrical and appliance repair coordination
Home security and alarm documentation
HOA communication and follow up
Property tax tracking
Rental license renewals
Insurance documentation for properties
Home warranty renewals
Seasonal home maintenance
Utility review and bill coordination
Home improvement estimate collection
Renovation vendor research
Furniture ordering and delivery coordination
Furniture sale, donation and consignment coordination
Storage unit coordination
Moving and delivery logistics
Household supply ordering
Mail, package and courier coordination
Household inventory and service provider lists
Second home and out of town property support

Medical appointment scheduling
Specialist research
Provider comparison and review research
Insurance benefit review
Medical claim submission and follow up
Denied claim follow up
Prescription coordination
Pharmacy price comparison
Medical record requests
Dental record requests
Insurance card organization
Portal setup and access coordination
MyChart appointment tracking
FSA, HSA and reimbursement documentation
Vision, dental and medical bill follow up
Lab appointment scheduling
Concierge medical office coordination
Care representative setup
Medicare and supplemental insurance coordination
Pet insurance claims and reimbursement support
Veterinary appointment scheduling
Pet prescriptions and vaccination record organization

Researching service providers
Comparing pricing, reviews and availability
Finding doctors, dentists, therapists and specialists
Finding pediatricians, household helpers and senior support
Finding contractors, architects and design professionals
Comparing insurance options
Comparing travel options
Researching schools, lessons and activities
Researching dog sitters, groomers, trainers and pet services
Researching furniture, appliances and household products
Finding reputable mechanics, repair shops and specialty services
Creating comparison spreadsheets
Calling businesses to verify details
Summarizing options clearly for client decisions
Tracking next steps and follow ups

Google Drive organization
Dropbox organization
Shared folder setup
File naming systems
Scanning project coordination
Digital document filing
Password cleanup and password manager organization
Account access troubleshooting
Calendar permissions and shared calendar setup
Email migration support
Email cleanup and unsubscribe systems
Online portal setup
Website account cleanup
Subscription review
Device and app coordination
Cloud storage troubleshooting
Digital photo organization
Photo transfer and printing coordination
Basic tech troubleshooting and account recovery support
Privacy, identity monitoring and digital hygiene check ins

Executive assistant support
Client communications
Email drafting and follow up
Document preparation
Invoice creation
Payment tracking
Spreadsheet creation and organization
Research projects
Contact list building
CRM style tracking
Vendor outreach
Professional bio and profile updates
LinkedIn profile support
Website content coordination
Squarespace and basic website updates
Social media coordination
Newsletter support
Event outreach
Speaker outreach
Media and podcast outreach
University and organization outreach
Book sales support
Square setup and payment links
Sales reporting
Expense tracking
Tax document gathering
Business registration and renewal support
Registered agent and business address research
Nonprofit admin support
Meeting scheduling and Doodle polls
Academic file organization
Citation and Zotero support
Syllabus and course material organization
Grant meeting coordination

Flight research and booking support
Hotel research and reservations
Transportation planning
Rental car coordination
Airport logistics
Trip itinerary planning
Travel document support
Passport renewals
Global Entry support
Airline refund and credit follow up
Lost luggage follow up
Travel insurance coordination
Pet travel documentation
Service dog travel authorization support
Study abroad and school travel logistics
Relocation research
Neighborhood research
Apartment and home search support
Moving company coordination
School enrollment support
Destination paperwork
International document mailing and coordination
Travel reimbursement support

Local errands
Returns and exchanges
Dry cleaning drop off and pickup
Post office, UPS, FedEx and courier tasks
Banking errands
Gift purchasing
Gift wrapping and delivery
Grocery and household shopping
Pharmacy pickup
Key copies
Shoe, clothing and jewelry repair coordination
Tailor and alteration coordination
Frame, photo and printing projects
Donation drop off and pickup coordination
Consignment coordination
Facebook Marketplace and resale support
Package pickup and mailing
Product comparison and ordering
Furniture, appliance and household item ordering
Specialty item sourcing

Senior household admin support
Medical appointment coordination
Provider and caregiver research
Household helper research
Family contact spreadsheets
Medication and pharmacy coordination, administrative only
Mail and bill organization
Credit card and purchase review
Storage and document organization
Photo book creation
Memory and document projects
Family calendar coordination
Care related vendor scheduling
Pet care coordination
Regular check ins and task tracking
Support for adult children managing a parent’s admin

Party and event planning support
Invitation selection, addressing and mailing
Guest list coordination
Catering coordination
Florist coordination
Entertainment and activity research
Restaurant and reservation planning
Speaker event support
Book event support
Event sales setup
Gift purchasing
Holiday card support
Holiday gift tracking
Thank you note coordination
Travel and lodging for guests
Special occasion errands
Donation and memorial project coordination
Photo books and family keepsake projects

Veterinary appointment scheduling
Pet insurance claims
Pet medication and pharmacy coordination
Vaccination record tracking
Dog sitter, walker and groomer research
Boarding coordination
Pet travel paperwork
Microchip updates
Prescription food and supply ordering
Dog sitting and boarding, case by case
Pet related vendor coordination