We work with you to figure out exactly what services your business needs to run more efficiently. Once that is established, we can work with you to plan how you can grow your business from where it is now to where you dream of taking it.
Include but are not limited to:
Administrative Support
· Manage client calendar/schedule, book appointments, calls, etc.
· Monitoring voicemail
· Email setup
· Email monitoring
· Creating email signatures and templates
· Data entry
· PDF conversions
· Drafting Letters, internal communication, emails, etc.
· Preparing Agendas
· Prepare meeting minutes
· Sending Cards etc.
· Coordinating with vendors
· Updating and maintaining current records
Finance
· Bookkeeping
· Sending Invoices
· Creating invoice templates
· Handling basic payroll duties
· Reconcile bank and credit card accounts
· Preparing financial reports (P&L, Cash Flow Statements, etc.)
· Entering AR and AP
· Creating new company files and start-up files
· Books clean up
· Finding cost-saving options
Project Management
· Assigning tasks to team members and freelancers
· Setting task deadlines
· Monitor progress
· Overseeing quality control
· Creating status reports and gathering documentation
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