Services
Bookkeeping Services
Utilizing QuickBooks and Peachtree
Accounts Receivable: Client billings/collection
Accounts Payable: Enter bills, write checks, enter manual checks
Bank Reconciliation
Payroll Management: Preparing payroll checks & filing payroll taxes
Expense Tracking
Reports
Office Support Services
Customer Service
Insurance Agent Support including enrollment processing and problem resolution
Word Processing, Excel Spreadsheets, PowerPoint Presentations, Document and Form Production
Scheduling/Calendar Management
Research
Travel Arrangements: Coordinate air/ground transportation, hotel reservations, purchase event tickets, follow up on upgrades, trip itinerary
Database Management
Office Organization
Human Resource Support
Recruiting Support: ad placement, review resumes received, check references, schedule interviews, letters of response, etc.
New Hire Packages
Policy & Procedures Manuals
Job Descriptions
Personnel File Review
Consulting
Business startup research/support: Outfitting the office, sources of insurance, other research
Current Operations Review
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