Services Offered

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)


File/match digital receipts

Check bank balances


Log/categorize payments

Log/categorize business expenses

Manage timesheets

Invoice clients

Run payroll


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


Run and review P&L

Compare to previous

Manage tax payments withdrawn by the state

Check in on goals set


Close out QBO and provide information for tax returns directly to ProTax Connect or via CSV file

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