Company: PRIVADA Global Inc. dba PRIVADA Virtual Solutions Website: www.privadavirtualsolutions.com Phone #: (888) 515-5454, ext. 806 Location: Cypress, TX Time Zone: Central

My Experience, I am an: Experienced OBM - currently working in this capacity for 1 or more clients

My Client Intake status is: Open - I am looking to work with new clients

I’ve been working online since: I’ve been working online since 1999, when I began my adventure as VP of Marketing & Sales for Katronics Enterprises. During the course of this position, I operated as a virtual business manager.

Recently, I opened the doors to PRIVADA Virtual Solutions, a full service virtual assistant/business management firm. The vision for my practice is to be a premier provider of ongoing virtual business management services and to use a team approach to administrative support focusing on interior designers, construction and remodeling companies, and high-end furniture retailers. We offer a plethora of services to potential clients. From ongoing administrative support to training on certain softwares and consultation of setting up a new venture and maintenance of an existing business. My expertise is in entrepreneurship, high-end custom furniture, construction/remodeling, and manufacturing. Currently, I am working for a small roofing & construction company just until I get my VA practice off the ground with an established client base.

In September 2007, I graduated Magna Cum Laude with a degree in Business Management from Kaplan University, minoring in Accounting and IT Systems. For the last 12 years, I have been working in the “brick & mortar” world as a Financial/Business Manager. After discovering this wonderful world of online business management and virtual assistance, I immediately knew this was my calling. The freedom to be my own boss and truly make a difference in the world of business is ultimately my motivation. Plus, I get to network with an abundance of like-minded people.

Also, this past October, I started AssistU and anticipate graduation in April 2010. Then, it’s the pursuit of my CPVA certification.

Why I love working as an OBM: It’s what I do best. Throughout my 12 year career in the brick and mortar world, I have been a business manager. During the course of working in corporate America, I have always functioned to some extent, virtually or working remotely. Now, there are abundant opportunities available and I now feel comfortable taking the leap and venturing into my own business. By becoming a formalized OBM will allow me to unlock my true potential.

My Strengths and Areas of Specialty: We specialize in working with engineers, construction professionals, roofers, general contractors, remodeler’s, interior designers, home stagers, and manufacturers.

Some of my most favorite things to do are below and are by no means a full and complete list.

OPERATIONS

• Proposal & Contract Administration
• Business & Construction Process Improvement & Streamlining
• Purchasing/Procurement – Material Ordering & Tracking
• Vendor Management – Contract and Price Negotiations
• Bidding Jobs
• Setup ERP Systems – GreatPlains/Dynamics, SAP, QuickBooks Enterprise System, etc.
• Inventory Setup and Management – Consignments, New, Used, etc.
• Issue, Track and Manage – Change Orders, Contracts, etc.
• Obtain Insurance Coverage – General Liability, Workers Compensations
• Human Resources – Interviews, Hiring, Background and Reference Checks, Social Security Traces
• Full-Cycle Accounting – Accounts Receivable (Clients), Accounts Payable (Suppliers), Job Tracking/Costing, Financial Statements, Budget/Forecasting, Cost Benefit Analysis, Payroll
• Setup Payment Processing & In-House Financing Credit Cards, Paypal, and Outside Lenders
• Coordinate Furnishing and Accessory Delivery

ADMINISTRATIVE SERVICES

• Calendar Maintenance and Reminder Services
• Subcontractor Scheduling
• Schedule Installations Draperies, Flooring, Cabinetry, etc.
• Serve as a liaison in coordinating contractors with installers and material deliveries
• Lead Generation
• Online and Print Marketing Campaigns
• Events, Luncheons, Business Public Relations
• Setup Better Business Bureau Profile
• Mail and Track Samples
• Setup and Maintain Contact Management Systems – Outlook Business Contact Manager, ACT, etc.

CREATIVE SOLUTIONS

• Corporate Identity Packages – Logo, Stationery, Brochures, Business Cards
• Create PowerPoint Presentations
• Form & Template Creation – Proposals, Warranty Documents, Customer Surveys, etc.
• Website Development, Hosting Setup, Launch and Maintenance utilizing Adobe Photoshop, Illustrator & Dreamweaver (CS4 Web Premium)

My favorite kind of client to work with is…:

• Delegators. They want to delegate their business management tasks to a trusted expert so they can be free to pursue what they do best - building a profitable business.
• Operates with high integrity and values. They have values that guide their lives and they want to make smart choices about their business based upon what is important to them.
• Recognizes the value of a collaborative partnership.
• Successful. They are successful people who understand that there are things in life more important than drowning in their own business.
• Committed to building their business.
• Wants to simplify their lives and are willing to enter into a mutually beneficial long-term relationship with an online business manager.
• Highly motivated to work with a business manager who knows them personally and has only their best interests in mind.

My Business Goals for this year are: Establish my business, become an OBM, complete the VTP at AssistU, get certifications, and begin working full-time on my practice and servicing clients by April 2010.