Services
One Time Services
From reviewing your current set-up and workflow to helping you set-up your Accounting and Billing Software. Together we will create goals and processes to streamline this part of your business.
Bookkeeping One Time Set-up
Review and Diagnosis of Books
Clean up of Books for current or previous years
Catch up of Previous Months/Years
Set-up Chart of Accounts
Set-up Beginning Balances
Accounts Receivable or Billing Set-up
Set-up Billing Software
Sett-up invoice format
Adding Clients and their Information
Adding Products/Services
Adding Existing hours of Clients
Set-up Monitoring sheet for Client Hourly Reports
Email Templates for Collection and Overdue Reminders
One Time Admin Solutions
Inbox Cleanup
Set-up Project Management
SOPs or Systems and Processes Creation
Social Media Post Templates
Set-up Monitoring Sheets
Billing Management
Timely invoicing and cash flow play a vital role in your business's success. By focusing on accuracy and efficiency, I will help you minimize outstanding receivables and ensure that you receive payments promptly.
Accounts Receivable or Billing Management Services
Tracking of Hours, Retainer and Funds Available
Invoicing Clients
Payments Monitoring
Prepare and Send Statement of Account per client
Collection and Overdue Reminders
AR Aging Report
Client Weekly Monitoring Report
Monthly Bookkeeping
Accurate financial reporting and streamlined management is crucial for your business. Let me ensure you that your financial records are meticulously maintained, allowing you to focus on what matters most: growing your business.
Monthly Bookkeeping Services
Record and Categorize Income and Expense Transactions
Reconcile Business Accounts (Bank and CC)
Perform Month End Closing
Prepare Financial Statement
Optional Service: Profit First Method Bookkeeping
Admin Solutions
INBOX MANAGEMENT
Keeping emails clean and organized.
Emails are sorted by label, importance and urgency.
Simple messages are responded to, and important ones are flagged.
Spam and clutter are removed regularly.
Labels/Folders are organized for easy navigation.
No important message goes unnoticed.
Other admin services that will help your business streamline operations, reduce stress and improve productivity.
CALENDAR MANAGEMENT
Keeping records updated and accurate.
Posting and engaging with followers.
DOCUMENT MANAGEMENT
Organizing files for quick access.
SOCIAL MEDIA MANAGEMENT
PROJECT MANAGEMENT
Helping tasks stay on track.
DATABASE MANAGEMENT
Scheduling meetings and managing time
Appointments are booked with reminders sent ahead.
Meetings are rescheduled smoothly when needed.
Time is blocked out for key tasks.
Conflicts and double-bookings are avoided.
Daily and weekly schedules are planned in advance.
Customer and business data are entered with care.
Records are reviewed for errors and updated regularly.
Information is kept current and well-organized.
Categories and tags are used to simplify search.
Reports are created from stored data when needed.
Files are properly named and stored in the right folders.
Everything stays neat and easy to find.
Documents are updated as needed.
Backups are saved securely in the cloud.
File sharing is done quickly and accurately.
Content is scheduled consistently.
Comments and messages are monitored and responded to.
Page performance is tracked through insights.
Posts are planned with trends and branding in mind.
Online presence stays active and professional.
Task lists are created and organized.
Deadlines are assigned and monitored.
Progress is tracked with regular updates.
Team coordination is maintained throughout.
Nothing falls through the cracks.