Accounts Assistance

Keeping your accounts up to date is a vital part of any business. I can help by conducting the following tasks for you.

1. Producing sales invoices to customers and sending by preferred method (extra charges apply for postage).
2. Producing customer statements and sending by preferred method (extra charges apply for postage).
3. Credit control by telephone or email (no more late payers).
4. Customer payment reconciliation.
5. Processing purchase invoices from suppliers. (Paying suppliers on time to keep your existing account with suppliers open to run a more efficient business)
6. Supplier account statement reconciliation.
7. Monthly bank reconciliation.
8. Running reports as required.

Expenses Management

Another important aspect of a business is keeping track of expenses that you and other employees incur. Managing your expenses includes

1. Collating all receipts into a filing system.
2. Logging all receipts on your chosen accounts package or spreadsheet.
3. Logging discrepancies.
4. Tracking totals owed.
5. Create templates and systems to ensure expenses continue to be tracked efficiently.

Email Management

In any business email is an efficient and popular method of communication. I can help to manage 1 or multiple inboxes with the following services.

1. Checking emails at required frequency.
2. Reviewing emails and categorise by priority.
3. Creating tasks for client based on incoming emails.
4. Clearing all unsolicited emails.
5. Unsubscribing to unwanted newsletters.
6. Replying to enquiries received, with response as required.
7. Regular clean-up of Junk and Deleted Items folders.

General Business Administration

General administrative tasks take up more time than people realise, which costs a business money. I can take these tasks off your hands so you can focus on the most important parts of your business. These general tasks could include

1. Documenting company processes.
2. Typing up notes, letters, quotes, memos, and other correspondence.
3. Document formatting.
4. Researching insurance policies for renewals.
5. Creating and maintaining company vehicle records.
6. File organisation (digital).
7. Adhoc/one off administrative tasks.

Personal Administration

I can help you to keep your personal life organised by

1. Organising calendar and setting reminder for special occasions.
2. Researching gift ideas.
3. Organising calendar and setting reminder for insurance, utility and other contract renewals and health appointments.
4. Organising calendar and setting reminder/booking appointment for vehicle services and MOT's.
6. Sending out greetings’ cards at Christmas or other chosen holidays (extra charges apply for expenditure).
7. Researching travel arrangements for personal holidays/weekend breaks.