Ghost writing
Blog posts for content platforms and social media outlets
Creating, editing and proofreading blog posts
Setting up and creation of schedule for social media content calendar
Online customer review management
Email Management
Message redirection
Canned response creation
Linking tasks to email
Email scheduling/calendar maintenance
Set up of reminder replies
Email tracking
Administrative tasks
Creating checklists and presentations
Spreadsheet creation and management
Appointment setting and Google calendar management
Bookkeeping tasks (QBO):
- Transaction matching/reclassification on a daily/weekly basis
- Monitor bank feeds in QBO
- Invoice creation
- Follow up, reminder email generation for invoices past due
- Payroll services
- Account reconciliation monthly
- Produce monthly P&L, Balance sheet and Cash Flow Statements
Bookkeeping (In Depth)
Daily:
File/match digital receipts
Check bank balances
Weekly:
Log/categorize payments
Log/categorize business expenses
Manage timesheets
Invoice clients
Run payroll
Monthly:
Reconcile all accounts
Run and review P&L
Compare P&L to previous months
Review business budgets as needed
Calculate sales tax collected (if applicable)
Check for any personal expenses in business accounts
Send invoice reminders (set by owner, 30 day, 45 day, 60 day)
Update any rules assigned in QBO or any split expense categories
Quarterly:
Run and review P&L
Compare to previous
Manage tax payments withdrawn by the state
Check in on goals set
Annual:
Close out QBO and provide information for tax returns directly to ProTax Connect or via CSV file
Organized Advantage 