Ready to Master 2025? Let’s Partner for Success 💡

The new year is a chance to reset and refine how you work—but let’s face it, staying organized while juggling tax season, business goals, and evolving tech trends (hello, AI!) can be overwhelming.

That’s where Squared Away comes in. We’re not just here to help; we’re here to transform how you operate in 2025.

How We Help You Stay Ahead

🔍 “How to stay organized in the new year”: Our Chief Executive Assistants specialize in systems that keep your calendar, tasks, and priorities perfectly aligned so you can focus on your big goals.

🔍 “Tax season tips for business owners”: We take the stress out of tax prep with seamless bookkeeping support—think QuickBooks entries, syncing bank transactions, and helping you avoid the last-minute scramble.

🔍 “How to use AI in business”: We don’t just follow AI trends; we partner with them. From creating detailed reports with ChatGPT to automating repetitive tasks and setting up smart workflows with AI-powered tools, we’ll help you integrate cutting-edge technology and automations seamlessly minus without the overwhelm.

AI + Executive Assistants: A Powerful Duo

At Squared Away, we don’t fear AI; we embrace it. By partnering with tools like ChatGPT and other automation platforms, we make your life easier:

• Streamline communication: Need a polished draft or a quick summary? We use ChatGPT to speed up writing tasks without losing the human touch.

• Enhance productivity: Tools like Notion and Otter.ai allow us to transcribe, organize, and track projects more efficiently than ever.

• Automate workflows: From scheduling reminders to setting up complex task automations, we’ll make sure AI tools work for you, not the other way around.

This isn’t replacing the work we do, it’s amplifying it. By combining the expertise of our assistants with the power of AI, we provide unmatched efficiency and precision.

Take the First Step

Ready to start your journey toward a more organized and productive 2025? Our Squared Away Delegation Assistant is your ultimate guide to understanding what you can delegate, how to prioritize, and how to make the most of your assistant.

Why Choose Squared Away?

Partnering with us means you’ll:
✅ Start the year fully organized, with actionable systems in place.
✅ Tackle tax season stress-free with expert bookkeeping support.
✅ Leverage AI and automation to streamline operations while keeping a personal touch.

Book Your Complimentary Consultation

Here’s to an organized, productive, and groundbreaking 2025,
Michelle

Services We Love: Marketing Maven

This year, we’re thrilled to highlight Marketing Maven, a trusted partner and resource for all things marketing. Whether you’re looking to build your brand, expand your audience, or refine your messaging, Marketing Maven offers:

• Strategic Campaign Planning: Tailored strategies to meet your business goals and elevate your presence in your industry.

• Social Media Management: Let them handle your content creation, scheduling, and engagement while you focus on growing your business.

• Content Development: From blogs to email campaigns, they craft compelling, on-brand materials to connect with your audience.

• PR & Media Outreach: Amplify your message with expert PR services designed to get you noticed.

Partnering with Marketing Maven means you’ll have a team of experts working to make your marketing efforts seamless and impactful—just like Squared Away does for your day-to-day operations.

Over the last seven elections, this asset class has outpaced the S&P 500

Instead of trying to predict which party will win, and where to invest afterwards, why not invest in an ‘election-proof’ alternative asset? The sector is currently in a softer cycle, but over the last seven elections (1995-2023) blue-chip contemporary art has outpaced the S&P 500 by 64% even despite the recent dip, regardless of the victors, and we have conviction it will rebound to these levels long-term.

Now, thanks to Masterworks’ art investing platform, you can easily diversify into this asset class without needing millions or art expertise, alongside 65,000+ other art investors. From their 23 exits so far, Masterworks investors have realized representative annualized net returns like +17.6%, +17.8%, and +21.5% (among assets held longer than one year), even despite a recent dip in the art market.*

It's easy to get started at Masterworks, and our readers can SKIP THE WAITLIST HERE.

Past performance not indicative of future returns. Investing Involves Risk. See Important Disclosures at masterworks.com/cd.

DeFi’s $3 Trillion Opportunity

DeFi Technologies Inc. (CAD: DEFI & US: DEFTF) offers regulated, secure access to Bitcoin and Web3. Explore the digital economy with a leader in financial innovation and ETF/ETP solutions.

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