Services
I work from my home in Wallington (near Croydon in South London), and support start-ups and SME's with their business operations. I'm quick to learn, not afraid to ask questions or express an opinion!
" Katy was able to hit the ground running and was incredibly organised. "
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
Are you familiar with... [insert software here]
I get asked this a lot, so here's a list of software I use regularly... but new tech doesn't scare me and I can usually get to grips with new systems quickly and with minimal input!
Everyday Essentials
+ GSuite:
- Google Docs
- Google Sheets
- Google Drive
- GMail & Calendar
- Google Meet
+ Microsoft:
- Word
- Excel
- PowerPoint
- Outlook
- Teams
- OneDrive
+ Apple:
- Numbers
- Pages
+ DropBox
Finance
+ Quickbooks
+ Xero
+ FreeAgent
+ Clockify
+ Harvest
Design / Web
+ Canva
+ InDesign
+ PowerPoint
+ Adobe Acrobat
+ WordPress
Project Management
+ AirTable
+ Asana
+ Notion
+ Trello
CRM
+ HubSpot
HR & Recruitment
+ Workable
Communication
+ Slack
+ Text Message / Phone
+ Zoom
+ Skype