Executive Support & Business Operations Coordination for a US-Based Wellness Business
Integrated executive, administrative and finance support for a small business: calendar and inbox support, goal and project tracking, operational dashboards and coordinated bookkeeping.
- Industry
- US-Based Wellness Business
- Engagement
- Ongoing engagement
Business context
The CEO of a small wellness business needed dependable support across day-to-day executive tasks and the financial side of the business, with projects, the sales pipeline, company goals and financial metrics visible in one place.
Scope of work
- Executive calendar and inbox support
- Priority, project and goal tracking with the CEO
- Administrative coordination and follow-up
- Full-cycle bookkeeping in QuickBooks Online, including correction of historical financial data
- Coordination between administrative and finance workflows
Approach
The service team combined executive support with structured goal-setting and progress tracking, streamlined the administrative and financial workflows so they ran in step, and built a custom Google Sheets dashboard giving the CEO a single operational view. When the client re-engaged through ArkLinc, a dedicated ArkLinc Executive Partner was placed to keep support continuous.
Deliverables
- Managed calendar and prioritized inbox
- Goal and progress tracking for key initiatives
- Custom dashboard covering projects, the sales pipeline, company goals and financial metrics
- Categorized, matched and reconciled transactions
- A dedicated Executive Partner for continuity of support
Outcome
Leadership gained better visibility across projects, pipeline, goals and financials, with structured follow-through on priorities and coordinated administrative and financial workflows. Reporting accuracy and operational transparency improved.
Tools and systems
- QuickBooks Online
- Google Sheets
