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Posted on 12.15.17

Business and Personal Assistant To Help With Challenges and Overwhelm – Testimonial

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.

Categories:Testimonial Tags: accounting, bookkeeping, business assistant, home organizing, Organizing, personal assistant, personal concierge, Quickbooks, research project, tax records, What Lucy's Clients are Saying, will planning

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