Whether you are a sole trader, partnership or a company, with over 30 years in office management I can help you with P.A., Bookkeeping and HR organisation as follows: -



  • Copy typing of letters, notes, reports etc

  • Audio typing (tape or digital) of letters, notes, reports etc

      ( I have the Olympus AS-2400

       transcription kit which accepts any

       DSSPro, DSS, WAV, WMA, and MP3


  • Diary Management

  • Preparation and issue of fees


  • Excel

  • Travel arrangements

  • Manage expenses

  • Superuser of CCH (includes:  setting up of clients and contacts, set up of templates, setting up the portal/One Click for staff and clients, dealt with all staff/client queries on document management and the portal/One Click

  • Office Facilities – dealing with cleaners, IT, office stationery etc

  • Organise events

  • Deal with complaints

  • Help manage admin staff

  • Set up admin procedures eg letter templates, admin manual to include:  procedure on stationery ordering, ordering of taxis, other travel, book training/courses etc

  • PowerPoint

  • Contact Management Systems used are Star, Iris and CCH



  • As a partner of Xero, I can help with processing up to and including bank reconciliation

  • Sage – up to and including bank reconciliation

  • Set up of excel spreadsheet to include all income and expenditure to bank reconciliation stage

  • Process sales, purchase and credit note invoices

  • Pay/issue invoice

  • Chase debtors


If you use a different system to Xero or Sage, I am adaptable.



  • Issue of contract letters or any other confidential letters

  • Induction of new staff e.g. welcome, hand over other relevant paperwork, introduce to other staff members etc

  • Sift through CVs to pick those only relevant for a particular role

  • First interview to include:  going over their CV, making sure they have looked at the website, what they know about firm/company etc

  • CIPD Certificate in Personnel Practice