Case Studies: Remote Executive Assistance
- Executive Assistance
- Bookkeeping & Accounting
Creating HTML content and e-Newsletters
INDUSTRY: Consulting
Client profile
The client is a consulting company based in Australia, adding value to the strategy creation process by use of foresight tools, processes, and strategic planning.
Background
The client wanted assistance in creating newsletters, formatting the documents, processing data in excel sheets, internet research, updating the website through content management tools, and executive tasks.
Brickwork Solution
- Created Newsletters using HTML editor Macromedia Dreamweaver. Uploaded the HTML version of the newsletters on the client's website.
- Created Reports on web analytics and statistics
- Managed the client website content
- Conducted basic research on internet related to the topics provided by the client and prepared relevant PowerPoint Presentations
Blog Posting and Secretarial Assistance to a top-rated Attorney
INDUSTRY: Legal
Client profile
Based in Atlanta, Georgia, the client is considered the best and he has been chosen by his peers as one of “The Legal Elite: Georgia’s Most Effective Lawyers.” The client is experienced and accomplished trial lawyer recognized and highly respected by his peers, opponents and judges for his trial skills and legal abilities.
Background
The client wanted his REA to screen one of his general email accounts and give him regular updates. He also needed assistance on Blog posting - preparing articles and drafts based on the topics given by him. He also wanted the REA to update his Blog page regularly and prepare PowerPoint presentations.
Brickwork Solution
- Regularly screened general emails and kept the client posted on emails to be answered
- Created and posted Blogs on WordPress on Misdiagnosis Errors by Doctors, Chiropractic Manipulation causing strokes, Medical Mix-ups & Child victims, Top Medical Websites with the content provided
- Prepared database on Hollywood agents contact details
- Compiled details for Miami and Florida Restaurants
- Assisted the client with other executive and administrative tasks
Blog Creation & Maintenance of Social Networking Profile
INDUSTRY: E-Commerce / Advertising & Branding
Client profile
The client is an Internet Marketing Consultant with tremendous experience of more than 12 years on marketing through social networking websites.
Background
The client wanted an efficient assistant who would take over all the executive tasks related to Internet Marketing, Brand, and Product Promotion on social networking sites like Facebook, LinkedIn, etc. She expected her assistant to be able to creatively generate Blogs on Blogpost with the information provided, create project proposals for probable clients in a PowerPoint format, and manage her social networking profile.
Brickwork Solution
- Send invitations on Facebook to add more friends and groups and also managed the messages on Facebook
- Created and posted creative blogs on Blogpost with the content provided in order to promote various brands and products of her clients
The client was delighted with her REA and hired a second REA to assist her. She appreciated the service provided and shared her expereince on many websites, in her interviews with journalists. the client comments “MY REA IS SIMPLY THE BEST!”
Updating business news articles
INDUSTRY: Media & Entertainment
Client profile
The client is the CEO of Business News website. He first became involved with local business news and information in 1983. His first internet venture was voted the best online newspaper site in 1997 & 1998 and partnerships were established with a host of companies to include Hoovers, Tribune, Times Mirror, Digital Cities (AOL), and Netscape.
Background
- Collating and posting of news articles to five city websites.
- Sending mass emails with the news.
- Researching for interested readers.
Brickwork Solution
- We collate and post news articles related to the cities of Baltimore, Atlanta, Washington DC, Philadelphia and Boston. The categories of articles include General Business, Securities, Law, Announcements, Public Notice, Events, Medical, Real Estate, etc.
- Sending mass mails with the news articles to the members and subscribers of the group.
- Researching for interested readers and getting their contact details and sending them a daily Newsletter giving them the information of the latest happenings in their city.
Engaging the services of Brickwork India has helped the client to concentrate more on his goals of providing small and minority business with a platform to conduct local business and promoting the interests of the local non-profit community. Our services also help the people in these five cities to receive daily business news articles.
Database creation of media contacts for the “Green” community
INDUSTRY: Media & Entertainment
Client profile
The client is the CEO of a "Green" based community and network web site.
Background
The client needed assistance in creating media contact databases for the Green industry. Mass mails were sent out to these contacts.
Brickwork Solution We assisted the client in the database creation and management of media contacts which included the following:
- Researching & collating “Green” (environmental/eco-friendly) media contacts for the database from the top 100 U.S newspapers, magazine and blogs.
- Sent out mass emails to contacts in the database and received confirmation if they were interested to subscribe to “green” articles in the database.
The client was highly impressed with the work and his frequent appreciation emails/testimonials spoke about his level of satisfaction. In the client’s own words, “I appreciate the work done by my REA as well as the professionalism and assistance provided by him. You have a very talented group and I can understand why you have experienced so much success at Brickwork. I wish you nothing but continued success in the future.”
Research & write articles on automotive industries
INDUSTRY: Legal
Client profile
A consumer justice law firm located in Orlando, Florida. The firm represents consumers in product liability, class action and complex litigation throughout Florida and the United States.
Background
The client required assistance in writing articles in their weekly email newsletters that the firm sent out every week titled “Auto and Tire Defect News.”
Brickwork Solution
Brickwork provided assistance in writing articles for e-newsletters. The newsletters contained news and developments about automobile and tire defects. The research was done by searching various web news sources. The most relevant issues were identified. Once the information was researched, a brief summary of four or five of the most important issues were written and circulated by email every week to the clients. In the client’s own words “The articles look great. This is exactly what were looking for.”
Secretarial Assistance to a Fitness Training Institute
INDUSTRY: Wellness
Client profile
The training centre owned by the client provided fitness training to people all over UK, the company is registered in England & Wales.
Background
The client sought assistance with respect to some daily tasks- such as database maintenance & e-mail management.. This database had details of the gym equipment that was sold by them. The client also wanted assistance in creating informative power point presentations on physical fitness & research for information on healthcare industry.
Brickwork Solution
- Updated and maintained Database
- Provided assistance in researching on information related to physical fitness and healthcare industry
- Prepared PowerPoint Presentations
- Sorted and organized her emails filtering spam emails and setting reminders on MS Outlook
Client comments: “My REA has been a great asset and saved us a lot of time. She has always been accurate, excellent, very prompt and efficient!”
Administrative tasks assistance for an Inventory Scanning firm
INDUSTRY: Logistics & Supply Chain
Client profile
The company is based in Texas, USA, has been a leader in the inventory processing industry for the past 35 years. They are the largest self-scanning provider in the United States with continued growth worldwide.
Background
The client sought assistance in finding information on localities and cities in UK. to setup a Warehouse Distribution Center in UK.. He also required assistance with administrative tasks. such as transcribing data from PDF to MS Excel documents, Invoice and shipment tracking on FedEx and job postings on Monster.com
Brickwork Solution
- Conducted an Internet Research and provided the details of cities and localities which would best suit the criteria to set up a warehouse
- Manually typed the data from PDF files to Excel files in the format provided.PDF files were scanned text .
- Tracking invoices and shipping details for various shipments on the FedEx website using the login credentials provided by the client
- Posted jobs for the available positions in the company on monster.com
Client was pleased with the assistance provided by the assistant at Brickwork India and wrote in his testimonial “The ability to rapidly add competent remote staff with little or no HR and management overhead is a huge win for our organization. In a year of working with Brickwork we have found the relationship to be extremely beneficial and plan to increase the size of our outsourced staffing in both executive assistant and IT roles. Any company looking to rapidly adjust to increased staffing needs while simplifying their payroll should give them a call.”
Assistance with Administrative Tasks for a law firm
INDUSTRY: Legal
Client profile
Client is the partner of a Law Firm, based in Mississippi, USA. The firm specializes in Estate Planning and Wills.
Background
The client needed assistance in managing administrative and executive tasks. REA responsilities included setting up reminders, assigning and updating daily tasks, managing calendars, drafting letters and generating reports, etc. Company desired to retain BRICKWORK to assist them in the areas of General Estate Planning, Wills and Trusts, and Probate.
Brickwork Solution
- Managed client’s desktop and database using Remote Access Software Tool
- Managed staff workflow using a software called “Time Matters”
- Generated and shared reports with the staff
- Prepared manuals containing procedures followed for each task performed by REA, which was later reviewed by the client
- Compiled and shared the “Dashboard” Report with the staff
- Proof Read the documents for spelling, grammar and language and formatted as per the template provided
- Updated payment collection details
With most of the Administrative and Executive tasks handled by the REA at Brickwork India, the client with his staff could focus more on other activities at the firm which led to productive results. Client in his testimonial shared how happy he is availing Brickwork’s services.
Secretarial Assistance
INDUSTRY: Information Technology / E-Commerce
Client profile
Client is a sole proprietor of a well-known Internet Marketing and Web Designing company that provided service to several other companies.
Background
The client wanted assistance with e-mail, calendar management, travel itinerary, maintaining his client database, and prioritizing and categorizing about 500 domains they had created under Internet Marketing Strategy.
Brickwork Solution
- Managed his emails on MS Outlook and responded to mails on the client’s behalf
- Planned his travel itinerary, booked his flights, stay and rental cars and set reminders for him on MS Outlook and RememberTheMilk calendars
- Categorized and prioritized 500 domains, ranked the websites he had created for their clients
- Scheduled and coordinated meetings and calls with his clients
Assistance provided by the REA at Brickwork helped the client not only in his business development but also meeting the administrative targets of his organization. The client quoted “My REA is an asset to anyone she works with. She is on time and has high integrity.”
Remote interface e-mail management
INDUSTRY: Media & Entertainment
Client profile
The client was based in Switzerland, and was working on the production and imparting of media cultural projects.
Background
Brickwork managed an email-account on the client’s server (through a remote interface) including politely declining job-offers sent by e-mail.
Brickwork Solution
Brickwork provided remote assistance by accessing the client’s server which enabled the client to give live demonstrations of the media technology and its functionality. During the course of the project, the REA was asked to decline job-offers via email, researched about the company, and represented the company well.
The client commented “The REA exceeded all our expectations. He took on the task with a lot of commitment and motivation, working proactively and to the point. He was at all times helpful and it was a very rewarding experience for us to have had the opportunity to work with someone so professionally minded and reliable”.
Email and Calender Management; Powerpoint presentations
INDUSTRY: Information Technology
Client profile
The client is the CEO of a reputed software company at Chicago, Illinois, USA. The company provides software solutions to firms located in different parts of the world.
Background
Client was looking for assistance in calendar management, email management, accounts, market research, PowerPoint presentations, etc.
Brickwork Solution
- Updated client’s calendar on MS Outlook on a daily basis
- Sorted and organized her emails
- Assisted the client with basic accounts related tasks
- Assisted in Market research
- Prepared PowerPoint Presentations with the content provided
Elaborate market research on software companies was done by the REA and the information gathered was helpful. The client appreciated his REA’s assistance. It saved him lot of time and also made his work easier and faster.
Book-Keeping for Education/ Financial Services Company
INDUSTRY: Education/ Financial Services
Client profile
The client provides top-level professional business and financial advisory services to a growing number of privately-held small businesses, business owners and their families, and individuals embarking on new business ventures.
Background
The purpose of the assignment was to reconcile and rectify the bank accounts. Apart from bank accounts our team was also required to update the entries of other accounts.
Brickwork Solution
Brickwork successfully completed the bank reconciliation as per the client's requirements. Our services subsequently helped our client reconcile 3 bank accounts for 2006-2007.
Book-Keeping for an information technology company
INDUSTRY: Information Technology
Client profile
The client specializes in solutions for television and weather for all levels of the industry, from desktop, video, to cable TV, on-air, live broadcast solutions. The client also specializes in unique Internet solutions for weather and broadcast. The client is an authorized distributor for many broadcast video products.
Background
The client approached Brickwork to assist them in managing their company accounts using the QuickBooks software.
Brickwork Solution
Brickwork completed the-book keeping services for one company and gradually got book-keeping services and reconciliation of accounts for other 2 companies as well. Brickwork was able to provide solutions for 3 companies by maintaining 5 bank accounts, payroll accounts of employees, customer invoices, customer payment, customer bank reconciliation as well as vendor bills and reconciliation.
Brickwork also prepared financial statements and reports to disclose the financial position of the company.
The services provided helped the client to keep the accounts up-to-date. It also helped in getting the online bank updates and helped them to get their accounts reconciled on time.
Booking-Keeping for an Architecture & Design Company
INDUSTRY: Architecture & Design
Client profile
The client is an award-winning, licensed landscape design, installation and maintenance Company that has been specializing in renovating residential landscapes in the North San Diego County, since 2003.
Background
The purpose of the assignment was to reconcile the accounts of a vendor. Apart from vendor reconciliation, reconciliation work for the accounts of bank and credit cards as well as finalization of accounts were needed to be looked into.
Brickwork Solution
Brickwork worked on vendor reconciliation, vendor bills and payment, the same was compared with the vendor statement and reconciled.
Apart from vendor reconciliation, our team with their splendid performance also got the reconciliation for the bank and credit card accounts as well as finalization of accounts. Three bank accounts and 2 credit card accounts were reconciled.
The client was able to finalize accounts and file the income tax returns on time. Brickwork’s excellent professional experience and excellent performance in accounting services using US accounting software QuickBooks helped the client to get optimum satisfaction. Brickwork also prepared financial statements as well as guided them to improve their profit and performance.
Book-Keeping for a Real Estate Company
INDUSTRY: Real Estate
Client profile
The client is a managing director for a real estate company with over 25 years of real estate and capital market experience. His overall responsibility included transaction management.
Background
The purpose of the assignment was to reconcile and rectify the bank accounts as well as to finalize the books of accounts.
Brickwork Solution
Brickwork completed the bank reconciliation and book-keeping services of 1 bank. Subsequently, because of the excellent performance, Brickwork worked on the reconcillation of another company, by reconciling 2 bank accounts along with book-keeping services.
The services provided helped the client complete the accounts and reconcile the accounts for 2007 on time. Brickwork also guided the client to make the process easier as well as guided the client on the actual financial position of his company.

