CLERICAL
Reports
Word processing
Manuals
Proof-reading and editing
Spreadsheets
Insurance mgmt. (including medical & dental)
Forms management
Backup data to CD
Labels & mailings
Copying & faxing
CONTACT MANAGEMENT & SUPPORT
Correspondence
E-mail & voicemail management
Appointments & reminders
| BOOKKEEPING SERVICES
P&L and balance sheet reporting
Payroll reports
Cash flow
A/R and A/P
Bank and credit card reconciliations
Client billing
MEETING & EVENT PLANNING
Meeting & travel arrangements
Trade shows
Catering arrangements
SOFTWARE APPLICATIONS
QuickBooks
Quicken
Timeslips (time entry program)
MS Office Suite: Word, Excel, Outlook
SharePoint (Intranet through MS Office) |