Welcome to Executive Virtual Assistance®
Executive Virtual Assistance® is honored to share the following client references.
Stacy Francis, CFP®, CDFA™ I’ve been working with Kathy for nearly 7 months and already she’s been a huge help. Kathy has been extremely flexible with the hectic pace I keep. Her skill set and work ethic is nothing short of fabulous and the level of professionalism she maintains is refreshing. Kathy’s been supportive of my goals and always gives them top priority. No matter if I need something mundane worked on or if it’s complex, Kathy takes care of it for me. It’s such a relief knowing I have her as a reliable resource for my administrative needs. I recommend her without hesitation. Steve Folkers What can I say about Kathy? Wow! I had no idea working with someone from a distance could be so rewarding. Kathy not only handles the administrative tasks related to my business but she’s been a huge help with marketing, web design and restructuring my back office processes. She has a gem of a partner in Leah. Leah’s a genius at QuickBooks with unmatched speed and accuracy. Kathy has also been a blessing with coaching me on how to stop sweating the small stuff so I can focus on what makes money. In just 6 short months Kathy has proven to be a valuable asset. She and her team rocks! Shalom E. Lamm
Francis Financial, Inc.
New York, NY
Web Site: www.francisfinancial.com
FCI Property Management
Indianola, IA
Web Site: www.fcipm.com (under construction)
Black Creek Development
West Hempstead,
Web Site: www.blackcreekny.com
Having Kathy in support is working very well for me. I¹ve been able to depend on her to administer confidential, time sensitive, legal documents, manage my schedule, contact lists, maintain multiple bank accounts, help design and write presentations, transcribe dictation, and even assist me with the administrative tasks of my volunteer work and everything in between. She has a great working knowledge of high-tech solutions to make a busy person much more productive. Executive Virtual Assistance is trustworthy, accommodating, and always acts with my best interests in mind. Kathy is wonderful to work with. If I didn't have to share, I'd recommend her to everyone.
Chris Eldredge & Kerry Uffman, CPA/PFS, CFA,CFP®
TWRU Private Wealth Management
Baton Rouge,
Web Site: www.twruwealth.com
We are a flourishing private wealth management company currently in our 6th year of operation. We decided to enlist the services of a virtual assistant to help in the execution of our ideal business model, particularly in providing world-class service to our clients. Kathy has done a great job by assisting us with finding and acquiring a CRM application, implementing it and then teaching us how to use it. She assists with mailings and various research as needed. She has been patient with our progress and have always been willing to take on any task we send their way. We appreciate the ingenuity and her “can-do” attitude.
Steve Jordan Ernie Hofmann
Rebuilding America, Inc.
Pensacola,
Web Site: www.rebuildingamerica.com
Kathy Berona has been an “Ace” up my sleeve! I’ve been able to hand off a wide variety of tasks from assisting with web site design and management, handling meeting logistics, mailing campaigns, finding ways to cut company costs, travel accommodations, and a variety of other tasks. Her skillfulness and “virtual” presence is beneficial for many reasons. She has lighten the load for my office staff and get things done that would otherwise get put off. She is someone I can count on. I would highly recommend her to anyone.
Hofmann Design Build
Morristown, NJ 07960
Web Site: www.hofmanndb.com
I worked with Kathy for almost a year. She assisted me with preparing contracts, setting up my ACT database and a few other administrative tasks. However, we added a full-time office manager to our staff so I no longer needed her services. If we ever develop a need for her services in the future, I would be happy to work Kathy again. She performed with excellence in every way for every task. I appreciated her fine work and charming demeanor. I would recommend her to anyone.
ALL REFERENCES HAVE BEEN POSTED WITH PERMISSION.