Services
Admin Support
Calendar scheduling and appointment confirmations are essential aspects of our admin support services. We also offer email monitoring and inbox organization to keep your communications streamlined. Additionally, our client follow-up and communications ensure that you stay connected, while we document internal processes to enhance efficiency.
- Calendar scheduling
- Appointment confirmations
- Email monitoring and inbox organization
- Client follow-up
- Processes formulation and management
Bookkeeping & Organization
Our services include basic QuickBooks entry and account posting, efficient receipt management, and comprehensive expense tracking. We also offer admin support for effective file and document organization, whether physical or digital. Additionally, our bookkeeping services ensure accurate data entry and spreadsheet maintenance.
- Quickbooks management
- Accurate account posting
- Receipt management
- Expense tracking
- File and document organization
- File digitization
Business Operations
Setting up intake forms using tools like Google Forms or JotForm is essential for effective admin support. Additionally, managing CRM updates, including basic contact logging and follow-ups, can streamline bookkeeping services. Creating simple SOPs and checklists ensures efficient social media management and facilitates coordination among staff or subcontractors.
- Formulation of forms & surveys
- CRM updates
- Creating SOPs
- Coordination among staff
- Project tracking
- Creating fillable forms