SERVICES
Professional solutions to fit your business needs.
Bookkeeping
- Accounts Payable/Accounts Receivable: Set up and maintain all accounts payable/receivable, follow up with any outstanding receivables, and alert the business owner of any irregularities of incoming payables.
- Classify Transactions: Connect all business accounts for transactions through Quickbooks, and classify all transactions that come through each account.
- End of Year: Digital 1099/1096 and W2 filings. *W2 filings depends on if payroll is a service*
- Estimated Taxes: Notify about estimated tax filings with the FTB and IRS.
- Financial Planning: Create a working budget, review budget with you, plan for the businesses growth and goals for the business, take action on the tasks.
- Invoicing: Create invoices, apply receivables, create monthly statements, and follow up on any outstanding invoices.
- Journal Entries: Enter journal entries specific to your business.
- Monthly Tasks: Reconcile all business accounts, generate and send you financial packages, work with your designated accountant, and set up our monthly meetings.
- Sales Tax: Generate reports for sales tax collected, set up sales tax, quarterly update of all tax amounts verified with the CDTFA, and filing of sales tax.
Virtual Assistance
- Data entry: Using database software to find, review, edit, and print records, and organizing and managing online accounts
- Digitize Business: Migrating your organization to a digital cloud based system.
- Event Planning: Establish event goals and budget, create event timeline, source and negotiate discounts, source venues, and coordinate logistics.
- Email Management: Create filtering rules, respond to customer queries, drafting and sending emails on your behalf, and managing email inbox.
- Organization: Maintaining contact lists, organizing files, and developing filing systems
- Personal Assistant: Ordering groceries to be delivered to the home, booking personal travel, personal calendar management, filing personal documentation digitally, schedule appointments, handle requests as they come up.
- Policies and procedures: Implementing and monitoring administrative systems, policies, and procedures.
- Project Management: Plan and develop project, determine all aspects of the project by building a scope of work, create a project timeline, monitor project progress and set deadlines, solve issues that arise, manage and track the budget of the project, and evaluate project performance.
- Real Estate: Database management, marketing brochure creation, filing documents, follow up with potential clients, create a document for all showings that you can share with your client, e-blasts of property to your provided list, calendar and email management. *I hold a valid Real Estate Sales Persons license *
- Reports: Compiling reports and assisting in preparing regularly scheduled reports.
- Scheduling: Planning and scheduling appointments and meetings.
- Supplies: Procurement of organizations supplies.
- Travel Arrangements: Research, plan and booking flights, accommodations, and transportation