Are you the Founder, MD or CEO of a thriving startup or SME? Are you ready to let go of the essential day-to-day process-driven tasks that bore, distract and infuriate you? You're in the right place!
I help people like you deliver your vision and make money faster by taking control of the operational aspects of your business so you can focus on the big picture.
" Katy is one of those rare gems that literally can turn her hand to anything! "
" Our hiring success could not have been achieved without her. "
Operations is a pretty broad term and every business has different needs, but broadly I help with all or some of the following:
Business Essentials
+ Ensuring the basics are taken care of, stuff like:
- insurance
- bank accounts
- filing systems
- email and IT set up
- phone numbers & answering services
- office space & utilities
- password management
- process manuals
+ Management and maintenance of digital tools including:
- email & messaging
- cloud storage
- project management
- CRM
+ Co-ordination, chairing, minuting and follow-up on actions of meetings.
+ Diary and inbox management.
Finance & Reporting
+ Management of financial processes and systems (including Quickbooks and Xero)
+ Estimating, invoicing and project profitability reporting
+ Payments and expense management
+ Contractor negotiations & agreements
+ Liaison with HMRC, banks, suppliers, customers, accountants etc
+ Implementation and management of regular reporting including:
- Monthly management accounts
- Budgets
- Cashflows
- Sales data
- Timesheets
Proposals & Strategy
+ Sounding board
+ Desk research, content collation, drafting copy, formatting, sense-checking and proofreading of all business documents including:
- Presentations
- Contracts
- Proposals
- Pitch decks
- Business plans
+ Template creation
+ Infographics, diagrams and charts
+ Powerpoint, Canva, InDesign
HR & Recruitment
+ Management of all aspects of HR including:
- seeking legal advice
- maintaining records
- liaising with payroll
- annual leave
- onboarding & offboarding staff
- independent contractor agreements
+ Recruitment Co-ordination including:
- writing job descriptions & adverts
- shortlisting & screening applicants
- scheduling interviews & assessments
- issuing contracts
+ Social events
+ Managing performance reviews