BOOKKEEPING
–
Ø
System
setup and maintenance (QuickBooks)
Ø
Accounts
Payable
Ø
Accounts
Receivable
Ø
Journal
Entries
Ø
General
Ledger
Ø
Internal
Financial Statements
Ø
Custom Reports
Ø
Data
analysis and alerts
Ø
Bank
Reconciliation
Ø
Job
Costing
Ø
Payroll
Ø
Tax
receipt organization
Ø
Communication
w/ client's accounting professional to
coordinate preparation
of Local, State, and Federal reporting:
o
Payroll
Taxes
o
Sales
Tax Reports
o
Workers’
Compensation
o
W-2's
& 1099's
o
Income
tax returns
ADMINISTRATION AND OFFICE
MANAGEMENT -
Ø
Spreadsheet
design and maintenance
Ø
Charts
and Graphs
Ø
Budgets
Ø
Inventory
Control
Ø
File
management system design
Ø
Development
of forms and documents
Ø
Work
flow analysis, design, and
documentation
Ø
Employee and work
scheduling
Ø
Calendar and
Schedule Reminders
Ø
Contact
Management:
o
Database
design and maintenance
o
Contact
relations
§
Appointment scheduling
& confirmations
§
Birthday Cards
§
Holiday Cards
§
Invitations
§
Thank You Cards
o
Sales Letter Organization
§
Introductions
§
Follow-Up
Ø
Project
coordination
Ø
New Business Start Up
Assistance
Ø
Miscellaneous
Special Projects
WORD PROCESSING AND MAILING
SERVICES –
Ø
Data
entry
Ø
Correspondence
Ø
Newsletters
Ø
Reports
Ø
Business and procedures manuals
Ø
Proofreading and editing
Ø
Presentation Preparation
o
Outlines
o
Agendas
o
Handouts
Ø
E-mail management
o
Sorting
o
Prioritizing
o
General
Correspondence
Ø
Sending/Receiving Faxes
Ø
Copying
Ø
Document Scanning
Ø
Direct Mail Preparations
o
Labels
o
Envelope
Stuffing
o
Stamping
o
Mailing
of documents
All services can be customized to
meet your individual needs.
If you require services that are
not listed above – just
ask.