top of page

Bookkeeping

Business Office Management

And

Personal Assistant services


Bookkeeping

  • record and categorize daily payments and expenses

  • send customer invoices and record payments received

  • conduct bank reconciliations every month

  • generate monthly financial statements

  • process payroll

  • prepare the books for the accountant

  • provide year-end financial and tax documents to the accountant

Executive Administrative Assistance

  • maintaining files
  • mailing correspondence to business related (insurance, licensing etc)
  • managing and distributing information between an office and the owner 
  • coordinate office activities and operations to secure efficiency and compliance to requirements
  • supervise administrative staff and divide responsibilities to ensure performance
  • manage agendas/travel arrangements/appointments etc. 
  • manage phone calls and correspondence (e-mail, letters, packages etc.)
  • track stocks of office supplies and place orders when necessary

    • submit timely reports and prepare presentations/proposals as assigned

    Customer service

    • receiving phone calls from customers and transferring messages to the owner

    • making phone calls to the customers regarding payments reminder, schedule appointments

    • mailing correspondence to the clients 

    Advertising

    • social media management

    • marketing and advertising consultation

    • managing and updating business website, FB page 

    • preparing and/or updating flyers, customers folders 

    • stocking advertising materials

    Travel Arrangements

    • helping in travel arrangements

    • daily errands

    • deliveries

    • drop off/pick up packages

    • shopping

    • courier service

    bottom of page