The Bookkeeping Boutique

1. **Calendar Management**: Manage the CEO's and Directors' calendars and travel plans. Schedule meetings and keep appointments organized. 2. **Travel Arrangements**: Organize travel, visas, and accommodations for executives, both domestic and international. 3. **Travel Planning**: Plan travel for the CEO by mapping distances between meetings, choosing hotels, and scheduling breaks. 4. **Document Management**: Organize confidential files and business documents for easy access during meeting discussions. 5. **CRM Support**: Manage customer relationships, prepare agreements and NDAs, follow up for signatures, and analyze service pricing. 6. **Email Management**: Check the CEO's emails, send reminders, take meeting notes, and draft letters. 7. **Board Meeting Coordination**: Prepare agendas for board meetings, ensure minutes are taken, and check on compliance tasks with the CFO and CS. 8. **Meeting Scheduling**: Set up online meetings and assist with other tasks as the CEO directs. 9. **Offshore Coordination**: Help with export shipment paperwork and tasks discussed with the CEO. 10. **Insurance Management**: Manage the renewal of travel insurance, vehicle insurance, and passports. 11. **Event Coordination**: Organize special events like trade shows to meet marketing goals. 12. **Lead Generation**: Support business goals by generating leads from seminars and industry associations. 13. **Purchase Orders**: Create vendor purchase orders and ensure payments meet financial controls. 14. **Project Support**: Assist project managers with vendor negotiations and inquiries. 15. **Client Support**: Respond to client questions promptly and provide administrative support. 16. **Additional Duties**: Perform other tasks the Director assigns.