Services
Basic Bookkeeping
- Accounts Payable
- Accounts Receivable
- Reconciliation
- Monthly reports
- Expense reports
- Payroll
Calendar Management
- Schedule/cancel appointments
- Book reservations for both meeting spaces and business meals
- Directions to appointments
Contact Management
- Client relations management system updating
- Creating and sending birthday and holiday greetings
- Email newsletter distribution
- Potential new client outreach
Document Creation
- Business manuals
- Contracts and estimates
- Correspondence
- Policy and procedures
- Proofreading and maintaining current company documents (ex: board minutes, website pages, etc.)
Email Management
- Sort
- Organize
- Unsubscribe
- Prioritize
- Respond to on behalf of
Gatekeeper
- Set your phone to forward to us
Marketing Support
- Coordinate logistics and mailings for client gifts
- Create and design brochures and reports
- Introductory email to client leads
- Mailings
- Welcome kits to new clients
- Database administration
- Email newsletter
- Tracking
- Create and post to social media platforms
Presentations/Seminars/Events/Travel
- Handle preparations such as booking hotel rooms and flights
- Track RSVPs
- Prepare PowerPoint presentations
- Research locations
- Secure speaking arrangements
- Distribute feedback questionnaires
Research
- Information such as business software details/cost
- Competition websites for analysis
- Service providers
- Topics for newsletters
- Ezines
- Blogs
Miscellaneous
- Ad posting
- Project coordination
- Track project movement/management/deadlines
- Submit annual renewals for licenses, websites, etc.