Below is a list of services offered by Business Assist broken down into four major categories.  Are there things listed below that you don’t like doing? Contact me today to see how I can help.  

Customer Service

  • Representative to your customers (Kayako)
  • Email Screening and services
  • Scheduling and tracking appointments
  • Researching information
  • Proof reading documents
  • Newsletter publishing (Infusionsoft, Constant Contact)
  • Mailings
  • Coordinate web design & hosting 
  • Develop client and vendor relationships (zoom, google workspace, slack)
  • Setup and administer customer inquiries through help desk system (Kayako)

 Data Management

  • Develop a usable filing system
  • Design and maintain databases and spreadsheets (google workspace)
  • Design presentations, stationary, and business cards
  • Prepare and file business reports including;
      • IFTA
      • Sales tax
      • Year End 1099 preparation
      • google adword reports
      • website metrics
      • and other business specific reports
  • Project planning and coordination of project time lines
  • Preparation and submission of articles to online article banks

Financial Management

  • Invoicing and tracking accounts receivable (Wave)
  • Managing accounts payable
  • Maintain account records
  • Data entry into Excel, Quickbooks or Lotus Approach

Systems Management

  • Shopping Cart setup and maintenance (square,, 1automationwiz, Paypal & more)
  • Domain name and website hosting setup and maintenance
  • Yearly ICANN verifications
  • Content Management System software management (KEAP, ChamberMaster)
  • Team Collaboration software management (slack, skype)
  • Project tracking 
  • Website maintenance and support (wordpress)
  • Blog maintenance and support

In addition, there may be other tasks and services we can provide for you depending on your individual business needs. Contact me to discuss the services you and your business may want. 

Complete my Customer Intake form and I will contact you ususally within 24-48 hours to discuss your needs.

"The work we are doing is paying off. It feels good. 
Thanks Jaylene for all your support. We are on our way!"  

                         - Marie O'Neill, Padma Life Coaching