Courtney Chapman - CEO & Founder, Heartspace Virtual Solutions

Years of experience: 14

Business OwnerC-level ExecutiveSales & BizDevHRConsultingCOO

Trusted by top professionals

Eric Zamora
Owner/CEO @Zamora Business Solutions LLC
Verified
Courtney has developed numerous processes for businesses I have been a part of. She has streamlined processes for accounting, tax, and ABA workflows. Prior to her involvement, the client experience wa...
Brenda Chapman
Managing Partner @J&B Investments LLP dba JC Plumbing
Verified
Courtney is a dedicated, tenacious, and hard working business owner who is well-informed about current trends and processes required to enhance business development to increase profitability.

Trust Score

Exceptionally trusted; proven professional excellence.

100%

Courtney's Career Path

Jun. 2021 -
Present

Heartspace Virtual SolutionsBusiness Owner

United StatesHeartspace Virtual Solutions provides comprehensive, high-quality virtual support services to small businesses, especially ABA business owners. Our team of experienced virtual accounting assistants offer a wide range of services including system buildouts & automation, project management, calendar & email management, and so much more. All at an affordable, monthly cost. Find out more about wh...

Nov. 2018 -
Jun. 2021

Charles SchwabEstates Relationship Specialist

United StatesProvide white-glove customer service to clients/beneficiaries who just lost their loved ones. Effectively manage a large caseload in a fast-paced and challenging environment: -Developed “Daily Find” emails to help my co-workers stay updated on company processes -Developed a work guide on Pension Trusts to assist Estates Relationship Specialists with understanding Schwab processes -Contributed...

Jan. 2017 -
Nov. 2018

US Medical NetworksProcess Development Specialist

United StatesEffectively streamlined and developed multiple business processes to help US Medical Networks become more operationally efficient. I also developed Standards of Operating Procedures for over 6 departments and assisted the COO in various projects: Developed and designed the company website Developed a process change log to track process changes within departments that improved communication ac...