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 Bookkeeping & Financial Support 

Stay organized, informed, and focused on growing your business. I provide dependable bookkeeping and financial administrative support designed to help small businesses maintain accurate records, understand their financial position, and keep essential back-office functions running smoothly.

Services Include:

 

  • Monthly bookkeeping support

  • Income & expense tracking

  • Transaction categorization

  • Bank & credit card reconciliations

  • Accounts payable & receivable support

  • Invoice preparation & customer billing

  • Payroll coordination & recordkeeping

  • Financial report preparation

  • Profit & loss tracking

  • Receipt and financial document organization

  • QuickBooks support & account maintenance

  • Contractor payment tracking & 1099 organization

  • Tax-document preparation and organization for your CPA/tax professional

  • Bookkeeping cleanup & catch-up support

  • Customized financial tracking spreadsheets

 Business Planning, Strategy & Organizational  Development 

Move your business from ideas to intentional action and measurable growth. I provide strategic planning and organizational support to help businesses and organizations solve challenges, strengthen teams, improve operations, and create clear strategies for what comes next. From developing the plan to bringing people together around it, I help turn vision into execution.

Services Include:

 

  • Business plan development

  • Strategic planning & growth strategies

  • Business assessments & gap analysis

  • Startup & expansion planning

  • Market & competitive research

  • SWOT analysis

  • Operational & process improvement

  • Organizational structure & workflow development

  • Policies, procedures & SOP development

  • Goal setting, KPIs & implementation plans

  • Budgeting & financial projection support

  • Funding & lender-ready business plans

  • Capability statements & company profiles

  • Team-building activities & workshops

  • Leadership & staff retreats

  • Office retreats & strategic planning sessions

  • Conference & meeting coordination

  • Corporate event planning & facilitation

  • Training & professional development coordination

  • Employee engagement initiatives

  • Strategic brainstorming & problem-solving sessions

  • Retreat agendas, materials & activity development

  • One-on-one executive & business strategy sessions

 Operations & Administrative Support 

Keep your business organized, efficient, and moving forward with professional operational support tailored to your needs. I help entrepreneurs and growing businesses manage the essential day-to-day functions that often compete with leadership’s time—strengthening processes, coordinating people and projects, and creating systems that support sustainable growth.

Services Include:

 

  • Day-to-day business administration

  • Virtual administrative support

  • Office & workflow management

  • Project & task coordination

  • Scheduling & calendar management

  • Customer & vendor coordination

  • Billing, invoicing & payment tracking

  • Accounts receivable & payable support

  • Payroll administration support

  • Employee & contractor onboarding

  • Personnel & compliance record organization

  • Contract & document management

  • Data entry & database management

  • Business correspondence & professional communications

  • Reports, presentations & spreadsheet preparation

  • Policies, procedures & SOP development

  • Workflow & process improvement

  • File & records organization

  • Vendor sourcing & management

  • Travel, lodging & meeting coordination

  • Procurement & purchasing support

  • Deadline & compliance tracking

  • Operational problem-solving

  • Special project management

  • Fractional/outsourced office management

  • Customized administrative systems for growing businesses

 Marketing & Brand Support 

Build a brand that looks professional, communicates clearly, and connects with the right audience. I provide practical marketing and brand support for entrepreneurs and small businesses that need help strengthening their presence, promoting their services, and turning great ideas into consistent, professional messaging.

Services Include:

 

  • Marketing strategy & planning

  • Brand development & positioning

  • Business and service messaging

  • Website content & copywriting

  • Social media content planning

  • Social media graphics & promotional materials

  • Flyers, brochures & digital advertisements

  • Business cards & e-cards

  • Capability statements & company profiles

  • Email marketing campaigns

  • Promotional campaign development

  • Content calendars

  • Event & conference marketing

  • Community outreach campaigns

  • Customer engagement strategies

  • Target audience identification

  • Market & competitor research

  • New product or service launch support

  • Presentation & pitch deck development

  • Business proposals & promotional packages

  • AI-assisted content & marketing support

  • Marketing material coordination

  • Brand consistency across platforms

  • Customized marketing solutions for small and growing businesses

 Virtual Business Support 

Get the support your business needs without the expense of additional full-time staff. I provide flexible, professional virtual support to help entrepreneurs, executives, and small businesses stay organized, manage daily responsibilities, and keep important projects moving—so you can spend more time leading and growing your business.

Services Include:

 

  •  Virtual administrative assistance

  •  Executive & leadership support

  •  Email & inbox management

  • Calendar & appointment scheduling

  • Customer & client communications

  • Data entry & database management

  • Document preparation & formatting

  • Reports, spreadsheets & presentations

  • Billing & invoice administration

  • Expense & receipt organization

  • Vendor & contractor coordination

  • Online research & information gathering

  • Meeting scheduling & coordination

  • Meeting agendas, minutes & follow-up

  • Travel & accommodation coordination

  • Digital file & records organization

  • CRM updates & contact management

  • Business correspondence

  • Proposal & presentation support

  • Project & deadline tracking

  • Social media & content assistance

  • Event, retreat & conference coordination

  • Forms, templates & business document creation

  • AI-assisted administrative & productivity solutions

  • Special project support

  • Ongoing or as-needed virtual assistance

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Professional support when you need it without adding another full-time position to your payroll.

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© 2026 Dr. Gordon Ph.D.

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