Services & Pricing

How Can I Help You

Finding someone who is as invested in your business as you are, is extremely hard to find. That is why I pride myself in being that person that you have been searching for to join you in your business.

When you feel like you have become entrapped by your business, because of a lack of time and enough hands to take care of it all, then it is time to look into getting some help. But not just any help … expert help and that is exactly why I am here to help you.

You need a partner in your business that will focus on the details, while you focus on the bigger picture of your business success. It is time to take your business to the point where you can take the time to actually focus on strategic actions that you need to take, such as sales, clients, creating and generating more revenue. I look forward to helping you to achieve this goal.

General Virtual Assistance Services

Financial Planning Admin & Assistance

Update & Maintenance of CRM & electronic folders
Broker Authorisations & FICA requests via secure electronic portal
Client onboarding
Requests to obtain various policy & financial information from financial companies & clients
Create client portfolios – collate all financial information
Prepare Application Packs for investments, RAs, Preservation Fund submissions
S14 Applications
Check & submit medical aid & wellness applications
Request regular follow ups & provide updates regarding applications
Monthly client reviews
Update reports
General client correspondence
Arrange meetings

Secretarial Services

Email management
Calendar Management & scheduling of meetings
Assist with personal bookings for holidays, doctor’s appointments, assistance with visa applications etc., obtaining quotes for various services required
Travel arrangements and bookings
Important prompts and reminders
Transcription
Agendas and minutes of meetings

Administrative Services

Administration
Dictaphone typing
General typing
Online filing
Scanning
Document formatting and management
Presentations
Project coordination
Team coordination
Data administration
Proofreading
Research
To-do list management

Specialized Virtual Assistance Services

Financial Services

Monthly billing and invoice preparation for clients
Assisting with various client account queries – sending invoices, providing account statements and recons, follow-ups with clients regarding payments
Managing of expenses
Collecting of FICA documents from clients
Loading of payments
Posting fees

Legal Administrative Services

Drafting legal correspondence (letters, emails, etc.)
Formatting of commercial agreements, resolutions etc … as well as court documents such as affidavits, pleadings, notices, etc.
Formatting notarial documents (ANC’s, notarial certificates and preparing them once is has been notarised. Familiar with the process should notarial certificates need to be sent for authentification to High Court, DIRCO, Embassy, etc.
Bookkeeping – assisting with loading trust account payments to banking profile
Checking payment batches – ensuring that all details are provided and in order (matter info (parties’ names), bank account details, payment information (amounts, who is being paid, what the payments are in relation to), that payment requisitions are completed properly and signed off or authorised by a partner.

My Pricing

General VA Services Pricing

20 Hours

R5,720

40 Hours

R11,000

60 Hours

R15,840

80 Hours

R20,240

120 Hours

R29,040

Specialised VA Services Pricing

20 Hours

R7,040

40 Hours

R13,640

60 Hours

R19,800

80 Hours

R25,520

120 Hours

R36,960

Benefits of Hiring a Virtual Assistant

Clear your plate of unenjoyable tasks
Enjoy additional time in your personal and business life
Let an admin expert take care of all the details for you

Say goodbye to stress and fatigue
Never let anything slip under the cracks again
Gain a business partner who you can rely on in your journey

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Centurion, South Africa
+27 (0)67 383 5784
cheryl@cherylwilliamsva.com