Services

Administrative Support

• Schedule and manage client appointments in calendar.
• Screen and return phone calls with a good professional voice and in a pleasant and tactful manner.
• Travel Arrangements.
• Data Entry & Word Processing
  • Documents
  • Forms
  • Letters
  • Mail merge
  • Meeting notes
  • Presentations
  • Spreadsheets
• Basic proofreading and editing
• Email Management
• Mail
  • Order Fullfillment
  • Mailing Newsletters
  • Mail management when traveling
• Internet Research

Bookkeeping & Financial Support

• Keep track of accounts payable and accounts receivable.
• Data entry and account reconciliations in Quicken or QuickBooks.
• Invoicing.
• Vendor payments.
• Process online payments from clients using a credit card service or other merchant account.
• Create or cancel recurring bills for receipts the client.
• Follow-up on past due accounts receivable, declined credit card, etc…
•  Financial Reports:  Cash Flow, Profit & Loss, and sales reports.
• Budget Creation
• 1099s.
• Organize and scan receipts for tax organization and preparation.
• Communicate with CPA or other accounting professionals or business coach.

Marketing & Sales Support (Client Provided Content Only)

• Format and upload blog posts
• Create e-newsletters (Constant Contact, MailChimp)
• Create Online Surveys
• Create Brochures, Certificates, & Flyers
• Website Content Update

Meeting & Event Planning Support

• Conference Room & Meeting Space Rentals
• Manage Guest Lists, Invitations, and RSVPs
• Coordinate Catering & Equipment needs (projectors, recorders, screens)
• Order & Ship Meeting Materials

 

 

Photo credit: Dave Dugdale, Kate Hiscock