Excellence in Personal Assisting is set up to meet the needs of you ~ The Client.

Estate Management:

"Personal Assistants are the quintessential multi-taskers!" Patti will meet your deadlines and requests in a timely manner. Whether she is managing, organizing, or planning your next social event, she will always uphold the goal of successfully completing each task to your satisfaction.

Event Planning & Hosting

• Manage and maintain your home business office
• Maintain daily calendars and scheduling appointments
• Field phone calls and screening
• Paying household expenses with confidentiality and discetion
• Complete household re-organization (closets, drawers, cabinets, etc.)
• Email management and screening
• Receive and open mail
• Manage and coordinate remodeling and landscaping projects
• Liaison with contractors and decorators
• Filing medical and dental claims
• Personal and household shopping
• Arranging travel along with lodging, car, etc.
• Plant and maintain patio plants
• Errands for individuals and your household

Office Assistance

Patti has comprehensive experience in business administration, with significant focus on developing and implementing growth. She has a strong ability to analyze situations, recommend change, and interface with many different personalities. She can set priorities, communicate ideas to others, and respond positively to demanding situations.

Provide High Quality Business Support

Coordinating office activities and duties, supervise staff, answer phones, data entry, paying bills, collections, meeting and coference coordination, manage special projects, make travel and lodging arrangements, manage expenses and invoices, handle document flow and organize files, project management, respond to client needs and provide support where necessary, running errands and purchase of items needed for business and more.

Events

When you are planning your next event and need help making it special, you can call on Excellence in Personal Assisting to work with you on all aspects of the event.

• Assist you or taking charge of the planning, staffing, hosting and coordinating of your Special & Social Events, Birthdays, Anniversaries, Weddings, Holiday Parties, and Fund Raisers
• Seminar and Retreat Coordination
• Gift buying and wrapping, as well as shopping for individuals
• Address and send out invitations, holiday cards and thank you's
• Help with putting up holiday decorations and the takedown of holiday decorations
• Help make your next move easier

Patti will be there to help with the packaging, organization, and all other items associated with your next move.