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Case Studies
Client needs are often very unique and range from the smallest to-do to the largest event. Take a look at how the professionals at Crabtown Concierge have given time back to their clients.
Client: Graphic Artist with an unorganized home office. She was failing to invoice and collect accounts receivable due to overwhelm.
Crabtown Concierge:
- De-cluttered space in file cabinets and bookcases…and floor
- Organized paperwork and book shelves
- Created filing system for project management and accounting
- Filed paperwork into logistical system
- Suggested systems for accounting and follow-up files
Client: Senior Author living in an assisted living facility. He hadn’t opened his mail for more than a year and was suffering the consequences.
Crabtown Concierge:
- Opened, organized, and tossed more than 4 laundry baskets of mail
- Phoned vendors seeking overdue payments
- Arranged for the cancellation of late fees
- Implemented light bookkeeping and budgeting
- Phoned IRS to clarify overdue filing of tax returns
- Arranged for CPA services to prepare 4 years of tax returns…at a reduced rate
- Made doctor’s appointments
- Renewed library books
- Renewed car registration at Motor Vehicle Administration
- Ordered original birth certificate
- Researched items for settlement claim and filed paperwork
- Made copies
- Went to post office
- Researched opticians
- Ordered replacement prescription card
- Researched new Medicare plan
- Designed and created business cards
- Reconciled bank account
- Created filing system
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Concierge Services | Event and Party Production | Errand Coordination | Personal Assistant
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