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.

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General Admin

Office Organization

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Accounts Receivables

&Payables

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Bookkeeping

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Special Projects

 
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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

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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

 
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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

 
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Special Projects

Office Renovations (Project Management, Permitting, etc.)

Corporate Galas (Special event planning)

Office Retreats

Judicial Fundraisers

Golf Tournaments

Tennis Tournaments

Client Appreciation

 
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