services
Finding yourself buried under a pile of paperwork leaving little time to run your business? Sounds like you need an administrative professional who can offer you administrative support, guidance and insight to allow you time for building your business.
Office Insights administrative consulting services brings valuable experience and skill-sets to enrich your business through completion of administrative tasks, looking at the big-picture of your business and providing insight, managing your special projects, and other tasks a skilled office and/or administrator would be responsible for.
General Admin
Office Organization
Accounts Receivables
&Payables
Bookkeeping
Special Projects
General Admin & Office Organization
Developing office procedures for employees, vendors and clients for time management and efficiency.
Organizing and creating filing systems
Auto Dealerships - Title & Registration Paperwork
Training employees on basic administrative and bookkeeping skills.
Human Resources management including employee benefit packages.
Notary Services
Accounts Receivables & Accounts Payables
Preparing and sending invoices
Corresponding with clients for collection follow-up
Correspondence with vendors
Payment of Accounts Payables due to vendors and misc. expenses
Preparation of Deposits
Bookkeeping:
QuickBooks
Setup and loading for bank accounts and credit cards
Reconciling Bank and Credit Card accounts on a monthly or quarterly basis
Law Firms - Reconciliation of Trust Account
Categorize all receipts with bank and credit card statements
Prepare and provide P & L reports for clients
Use a consistent Chart of Accounts to create accurate tax reporting for CPA
QuickBooks payroll preparation
Payroll tax deposits
Basic Quickbooks training for administrative staff
Preparation & Filing for monthly or quarterly sales tax reports
Special Projects
Office Renovations (Project Management, Permitting, etc.)
Corporate Galas (Special event planning)
Office Retreats
Judicial Fundraisers
Golf Tournaments
Tennis Tournaments
Client Appreciation
