My Small Business Bookkeeping and
Virtual Assistant Services
If any of the following have been on your to-do list for too long, then
it's time to get some help. Don't keep exhausting yourself by doing it all. To really move your business forward, you
can't do it alone; none of us can. Don't get caught up in the non-billable, day-to-day functions of your business that don't earn you any
money.
Small Business Bookkeeping
QuickBooks
Often the most neglected of office tasks is the bookkeeping. Not
having a dependable and updated bookkeeping system is like driving with a blindfold on; you can't see where you're
going. I will help you get organized and keep up with:
- Entering and updating your banking
transactions into QuickBooks weekly or monthly depending on your needs
- Entering Sales Receipts and/or
Invoices
- Bank Account
Reconciliation
- Credit Card Statement
Reconciliation
- Vendor and Customer
Data - Have addresses, phone and email information in one place and available at a
glance in QuickBooks. This information is also easily exported for letters and other contact campaigns
- Deliver to you monthly reports
so you can see what's going on in your business. Including but not limited to:
- Profit and Loss Report
- Balance Sheet
- Sales by Customer
- Expenses by Vendor
- Aging Reports
- QuickBooks has many reports available to help you evaluate
your financial information
Transcription
For those who like their audio notes transcribed for them. My clients can utilize a dedicated phone line to
record a recap of their meeting notes. I automatically receive the audio message and will
then transcribe and email the notes to my client. This has worked especially well for coaches.
Desktop Publishing
MicroSoft Publisher
- Newsletters
- Flyers
- Letterhead - Design
Contact List
Management
Do you have names and addresses of potential clients that should be put into a database? Do you have a stack of
business cards that are not working for you? A contact list is potential money in the bank. I can input
your data and have your contacts ready for you.
- Maintenance and/or updating of your current
database
- Taking data from various places and putting that
information into one, usable, computer form for manipulation so you can stay in touch with your potential and
current clients
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