©2018 by Katie Grace

 

WITH GRACE

Efficient, Dedicated and Professional

KATIE GRACE

Want to know why business owners choose to work with Katie Grace? Katie has over 20 years experience working as an Executive Assistant to some of Australia's most successful business leaders. With broad experience across the FMCG, Entertainment, Travel, Health and IT industries, Katie has finely honed organisational, administrative and communication skills to provide a full range of support services.  By working with Katie, you get to focus on what really matters, your business, while your more tricky or mundane administrative tasks are taken care of.

 

SERVICES

Secretarial and Finance

From your most complicated:

  • Basic bookkeeping & invoicing (MYOB & Xero)

  • Budget preparation

  • Preparation of reports

  • PDF conversion, splitting, merging, extracting and formatting

  • Preparation of training materials

  • Mail merge for bulk mailouts

  • Database building

  • Prepare PowerPoint presentations

  • eBook formatting

  • Tender submissions, including preparation

  • Due Diligence documentation collation

  • Dropbox / Google Drive organisation

To your most basic:

  • Create and format letters, reports and forms

  • Create and manage spreadsheets

  • Data entry

  • Prepare meeting agendas

  • Take meeting minutes

  • Transcribe audio or video files

  • Filing system creation

Virtual Assistant Support

From your most complicated:

  • Manage your calendar and schedule

  • Appointment scheduling

  • Check, respond to and manage your emails

  • Hotel and flight bookings

  • To do list management

  • Online research 

To your most basic:

  • Filter emails / manage spam

  • Voicemail checking, management and response

  • Restaurant bookings

  • Personal errands (purchasing gifts online)

  • Sending of greeting e-cards

Project and Event Management

Oversee personal projects at home:

  • Renovations

  • Motor vehicle fleet management

  • Dinner parties arranged

Oversee office projects:

  • Complete Due Diligence for sale of business

  • Facilitate Due Diligence for purchase of business

  • Office relocations

  • New office set up

  • Executive functions arranged

Including:

  • Act as your right hand no matter the industry

  • Act as a liaison between you and your team members

  • Deadline / deliverables tracking

  • Budget and expense management

  • Final reporting

Sales and Marketing

From your most complicated:

  • Create a strategic plan

  • Structure and implement milestones

  • Track down the right people

  • Research competitors

  • Reach out to potential customers

  • Prepare contracts and proposals

  • Input orders and create invoices

  • Deal with sales administration

To your most basic:

  • Find facts and figures

  • Find a product or service

  • Locate contact information

  • Update lead and prospect records

 

PRICING

Katie Grace works hard to help you reach a sense of fulfillment, without having to sacrifice your precious time. Read more about the pricing structures below, as there are three ways to use Katie Grace’s services.

1. Hourly rate

Services are billed at an hourly rate. See hourly rate pricing here.

2. Special Projects 

Brief Katie Grace on your project, specifying your particular needs and deadline. You will quickly receive a quote to complete the job for you. Request a consultation.

3. Retainer for long term service 

Katie Grace at your service? Katie provides onsite dedicated support to clients requiring a specific number of hours a week for periods of one month to twelve months or longer, request a consultation to discuss your particular business need and pricing.

 
 

FREQUENTLY ASKED QUESTIONS

1. How do I book with you?

 

Easy! Just call or email me with your request and we can take it from there. I aim to respond within approximately two hours. If your request is a one off, then we don’t need a formal agreement. However, a deposit is requested from all new clients.

 

After receiving your request, I will send you an electronic cost and delivery time/date estimate and, if determined, a deposit invoice. If your request is over a number of hours, then a small agreement will be added to your estimate. Once accepted I will begin work. 

 

2. How do I pay you?

 

Sure! Whether it’s a deposit or completion of work, I will send you an electronic invoice. Payment terms are seven days and you can pay instantly by bank transfer or credit card.

3. How do I cancel with you?

 

No problem! Just email or text me and I will end the contract, no questions asked. Deposits are non-refundable and pre-paid hours can be kept in credit to be used at a later date.

 

Cancellation of large projects go into effect immediately with no further charges. The deposit taken for the project is non-refundable.

 

4. My job is urgent?

 

Need something done ASAP? No problem. Text or call me and I will quote for the work and let you know when you will have it completed by.

 

5. How do we communicate and share documentation?

 

Applications like Teamwork.com, Dropbox, Google Drive and Skype, phone, email.

6. Who do you work with?

 

My clients range from small to large private business owners and managers. All of my clients are managed behind the scenes in order of priority and nothing impacts my commitments to each client.

 

7. Will you meet with me onsite?

 

Sure. Some jobs need more information and face to face meetings are easily managed. Time and travel costs are included in my invoice.

 

8. How do you retain and protect my confidential information?

 

All documentation is backed up to a private server and all client details and information are kept confidential to Katie Grace.

 

9. How do you keep me updated on my tasks?

 

Two ways. I can use Teamwork.com, an app that you are able to log into and check the status of the tasks you have requested of me. Or I will send you an email update daily/weekly with the status of each request.

 

10. I’ve never used an Assistant before, how do I do it?

 

Simple. Have what you wish achieved clear in your mind, with a deadline and expectations of how it will ideally work out, then call or email me and throw caution to the wind! Start by having me do smaller jobs until you are comfortable with how we work together.

 

11. Can you communicate directly with my clients, suppliers, family on my behalf?

 

Yes, my clients often need me to represent them to a third party. It often saves them time and gets the job done more quickly.

12. Why would I use Katie Grace?

You only pay for what you need. You don't have to pay me Annual Leave, Sick Leave or Super. Once the work is finished, so is the commitment to each other. Easy!

TERMS AND CONDITIONS

  • Hourly rate work may require a 50% deposit

  • Deposits are requested within 24 hours and balances are asked to be paid within seven days of invoice

  • Special projects may require payment up front and additional time remaining is valid for one month from engagement date

  • All cancelled special projects within 24 hours will receive a full refund

  • GST is applicable to all rates

  • The standard hourly rate for Katie Grace’s services onsite is $65 (ex GST) and remotely $60 (ex GST)

  • Any additional costs incurred, including telephone calls, specific printing or stationery costs will be added to your invoice 

 

CONTACT US

Mornington VIC 3931, Australia

0413 163 195