Courtney M.

Hi, I’m Courtney 👋 I help small business owners stay organized, supported, and on top of everything behind the scenes — without things slipping through the cracks. I’ve been a self-employed Virtual Executive Assistant for 9+ years (with 25+ years in administrative support overall), working closely with service-based businesses, financial professionals, and real estate-related clients. Most of what I do comes down to this: keeping your operations running smoothly so you don’t have to think about it. What I Help With ✔ Client onboarding & communication ✔ Invoicing, payments, and follow-ups ✔ Calendar & scheduling coordination ✔ Inbox and task management ✔ Proposal and document coordination ✔ CRM updates and organization ✔ Workflow and process support ✔ General admin and day-to-day operations I’m the person who makes sure things get done, followed up on, and handled properly — without you having to chase it. My Style of Work I’m detail-oriented, proactive, and very comfortable working independently. I don’t need a lot of hand-holding — once I understand how you like things done, I take ownership and keep things moving. I also understand how important it is to be reliable, professional, and responsive, especially when supporting client-facing businesses. Tools I’m Comfortable With Google Workspace | Slack | CRM systems | Asana (basic) | Canva | and more (I’m always quick to learn new systems.) A Quick Note While I do have experience with CRM setup and automation tools like GoHighLevel, my focus is primarily on operations, organization, and client support — where I provide the most value. Why Clients Work With Me ✔ Long-term, reliable support ✔ Strong attention to detail ✔ Clear communication and follow-through ✔ Ability to keep things organized and moving ✔ Easy to work with and low maintenance If you’re looking for someone who can take tasks off your plate and keep your business running smoothly behind the scenes, I’d love to help. 📩 Feel free to invite me to your job — I’m happy to take a look and see if it’s a good fit.