EXECUTIVE
SERVICES
Do you need more time to concentrate on your investments? Cardinal Point can develop the right combination of Virtual Services to free up the time you need and let you get back to the business at hand.
Cardinal Point's Executive
Services
Bookkeeping Support – accounts payable; accounts receivable; checkbook balancing; expense/invoice auditing; process and mail invoices, statements, and collection notices
Business Correspondence – prepare business letters and memos; client birthday/anniversary letters; manuscripts, mass mail-merge; proposals; year-end reports
Contact/Database Management – create and maintain contact database in email/contact software; develop email Distribution Lists; set-up Master Categories for grouping (Outlook)
Editing/Proofreading – edit and proofread client documents
Event Planning – coordinate events and meetings; audio visual requirements; catering; contract negotiations; coordinate speaker schedules; overnight accommodations and transportation; track RSVP/attendees; site arrangements
Executive Support – appointment setting; client follow-up; manage and prioritize email and voicemail; meeting/event planning; reminder services
File Conversion – conversion of file format (i.e., PDF/Word, WordPerfect/Word)
Human Resources - Recruitment & Candidate Screening – ad placement; background and reference check; conduct initial interviews; resume review; schedule interviews
Miscellaneous Support – holiday cards and invitations; labels for filing, mailing and shipping; mass mailing – prepare, print, sort, stuff, seal, and mail; faxing – send and receive; seasonal letters (Easter Bunny, Santa Clause, Tooth Fairy)
Office Management – coordinate print orders; mail merge projects; order office supplies
Presentations – PowerPoint slide presentations; handouts; outlines; picture shows; and transparencies. Presentations for both business and personal occasions (business meetings, marketing, anniversary, birthday, graduation, and weddings)
Press Releases - press release authoring; distribution
Property Management – develop and maintain database of properties and tenants; tenant reference check; tenant collection letters
Reminder Service – event, meeting and important date reminder via email and voicemail
Scheduling – arrange and manage schedule for appointments, calls, deadlines, meetings and tasks via email and voice-mail
Travel Concierge – coordinate travel arrangements for both business and personal needs; compile detailed itineraries; track frequent flyer and guest programs
SERVICES OFFERED
Real Estate Services
Executive Services
Administrative Services
Desktop Publishing
Office Management
Media & Governmental Relations
Writing Services
Research Services
WV/Local Services
Services Overview
COMPLIMENTARYCONSULTATION
Let Cardinal Point assist you in finding the right Virtual Solutions and Services for your business. Contact Us today for a free consultation. There is NO OBLIGATION.
