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Expense Categorization: Reviewing bank feeds and credit card statements to ensure every transaction is assigned to the correct chart of accounts (e.g., "Marketing" vs. "Office Supplies").
Accounts Receivable (AR): Generating and sending invoices to clients, following up on overdue payments with professional "gentle reminders," and recording payments as they arrive.
Accounts Payable (AP): Organizing incoming bills from vendors, checking them for accuracy, and scheduling payments so you never incur late fees.
Basic Financial Reporting: Pulling monthly Profit & Loss (P&L) statements or Balance Sheets from software like QuickBooks or Xero so you have a snapshot of your cash flow.

The "Filtering" System: Categorizing incoming mail into folders like “To Read,” “Urgent Action,” or “Awaiting Reply.” They delete spam and unsubscribe from junk mail immediately.
Drafting & Responding: Handling routine inquiries (pricing, scheduling, FAQs) using your "voice" and templates. You simply review and hit "send," or they send it on your behalf.
Cc/Bcc Management: Monitoring threads where you are copied but don't need to lead the conversation, summarizing the outcome for you later.
Inbox Zero Maintenance: Archiving completed threads and ensuring that no email sits unaddressed for more than 24–48 hours.

Content Scheduling: Taking your raw ideas, images, or blogs and formatting them for different platforms (LinkedIn, Instagram, X), then scheduling them using tools like Buffer or Hootsuite.
Community Engagement: Responding to comments, liking mentions, and monitoring Direct Messages (DMs) to flag potential sales leads or customer service issues.
Basic Graphic Design: Using tools like Canva to create consistent, on-brand social tiles, story templates, or header images.
Analytics Tracking: Monthly reporting on which posts performed best, follower growth, and engagement rates to help you decide what content to create next.

Executive Plan Explained