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.
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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
Accounts Receivables
&Payables
Bookkeeping
Special Projects
General Admin & Office Organization
Developing office procedures for employees, vendors and clients for time management and efficiency.
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Organizing and creating filing systems
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Auto Dealerships - Title & Registration Paperwork
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Training employees on basic administrative and bookkeeping skills.
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Human Resources management including employee benefit packages.
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Notary Services
Accounts Receivables & Accounts Payables
Preparing and sending invoices
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Corresponding with clients for collection follow-up
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Correspondence with vendors
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Payment of Accounts Payables due to vendors and misc. expenses
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Preparation of Deposits
Bookkeeping:
QuickBooks
Setup and loading for bank accounts and credit cards
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Reconciling Bank and Credit Card accounts on a monthly or quarterly basis
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Law Firms - Reconciliation of Trust Account
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Categorize all receipts with bank and credit card statements
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Prepare and provide P & L reports for clients
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Use a consistent Chart of Accounts to create accurate tax reporting for CPA
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QuickBooks payroll preparation
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Payroll tax deposits
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Basic Quickbooks training for administrative staff
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Preparation & Filing for monthly or quarterly sales tax reports
Special Projects
Office Renovations (Project Management, Permitting, etc.)
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Corporate Galas (Special event planning)
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Office Retreats
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Judicial Fundraisers
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Golf Tournaments
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Tennis Tournaments
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Client Appreciation
