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The Importance of Discretion and Trust in Family Office Executive Assistants

C-Suite Assistants

Duties of Executive Assistants in Family Offices Depending on the family office, a family office executive assistant can play many roles: orchestra conductor, face to the outside world, gatekeeper/traffic cop, schedule coordinator, research analyst, bookkeeper, board assistant/liaison and sometimes confidante and counselor.

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Enhancing Non-Profit Efficiency with the Help of an Executive Assistant

C-Suite Assistants

Get Needed Support An EA can handle lower-level tasks, from correspondence and bookkeeping to coordinating meetings and company travel. They can also research fundraising opportunities. Optimize Resources A savvy assistant ensures everyone on the team has what they need to be effective and succeed.

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Comment on coworker acts like my manager, marketing team replaces my writing with bad AI, and more by Freya

Ask a Manager

I do bookkeeping. In reply to Nightengale.

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62 Low-Cost Business Ideas to Start with Little Money in 2025

Success

Virtual Bookkeeper If you get giddy over spreadsheets and know what “reconciling accounts” means, small businesses need you. If you can edit audio and don’t mind hearing the same “ums” a thousand times, this is for you. Advertise yourself online and check job boards for freelance clients.

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AI Tools for Small Business Growth: Level Up Your Business Quickly & Efficiently

Success

This makes it an ideal tool for inventory forecasting, bookkeeping, expense tracking and other data-focused operations small businesses carry out. Or, by analyzing historical sales data for your company to forecast future sales using predictive analytics. Operations : AI is proficient at analyzing and interpreting large swaths of data.

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Comment on open thread – July 11, 2025 by MJ

Ask a Manager

My first recommendation – as a freelance bookkeeper to many small businesses – is to setup a separate bank account! In reply to Freelance Newbie. You’ll need to have a business account if you setup a company, but even if you are operating as a sole trader, have a separate account for business transactions.

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Comment on update: church member at my job wants help raising money for a bad idea by Freya

Ask a Manager

I’m a bookkeeper. In reply to AnotherOne. Here in Australia, there’s very distinct lines around what I’m allowed to do without further qualifications and licensing.