This is not an exclusive list. I’m open to discussing other projects, but here’s just a few of the services I can do for you:
- Accountability Mentoring
- Virtual Bookkeeping – Expense Report Tracking
- Direct Mailings Processing: MailChimp, Constant Contact, Distribution Lists
- Online Customer Service (email, social media)
- Professional Travel Planning: Flight, lodging, and venue researching
- Event Planning: Invitations, coordinate with caterers, floral, restaurant, guests, etc.
- Appointment Scheduling & dispatch
- Project Management: Coordinate between multiple staff, tasks, and overseeing a project line cycle
- Lead and Sales Generation
- Website design and maintenance
- Internet Research
- Data Entry
I believe every client needs are as unique as the client themselves and their business. I don’t believe in “boxed” packages, but here’s a some examples of Office Allies Packages.
QuickBooks Online Initial Setup:
- Includes setting up bank accounts, services, invoicing, and account setup
- Importing customer and vendor records
- Set up defaults for standard reports
- One time charge for new QuickBooks Online clients
- Monthly billing for QuickBooks Essentials or QuickBooks Plus at a discounted rate
Basic QuickBooks Online Package:
- Includes daily monitor of your QuickBooks file, looking for any unusual activity, high risk transaction or alarming changes to your financial situation. Alerts the client immediately if necessary.
- Includes transactions recording, assigning to the proper category for tax tracking.
- Including tracking for monthly income and expenses.
- Includes monthly bank account reconciliation and reporting
- Includes client support/help as needed.
Entrepreneur/Small Business QuickBooks Online w/ Invoicing Package:
- Includes everything from the Basic QuickBooks Package
- Includes set up of online bill payment, if desired.
- Includes generating and sending up to 30 client / invoices per month.
- Includes the processing of up to 30 payments per month.
Medium Business QuickBooks Online w/ Invoicing Package:
- Includes everything from the Entrepreneur/Small Business QuickBooks Package
- Increasing the client invoicing up to 75 client / invoicing per month.
- Includes the processing of up to 75 payments per month.
After the initial account setup, all of the packages will include: daily monitoring, transaction tracking, monthly reporting, bank reconciliation, and possible invoicing and payment processing, if desired. Most importantly, you get Mon-Fri 9am – 5pm access to call or email with questions about your account. This is the biggie! When you are charged hourly, every time you call or email with a question, rather it is a 2 minute question or a 20 minute question, there’s a clock that starts. According to most contracts, you pay in either 10-15 minute segments, so a 2 minute phone call, will cost you the same as a 15 minute call. But when someone has a question about their money, they want to an answer (and I don’t blame them!); they want to know “where my money is?”, “who owes me?”, and “who’s paid their invoices?” So I don’t want anyone, my client or myself, worrying about how long a call takes if my customer has a question about their finances. On average this is a valued at 1-2 hours per month, but the true value is peace of mind which is priceless!
As with any package deal, if I end up going over my average times and spend more time with your account, you don’t pay for that extra! I am billing you on the average!
Package includes:
* Targeted posts designed to educate, spark conversation and increase your specific social media goals – includes articles, conversation generating content, and “just for fun” posts.
* Monthly calendar of suggested posts outlining all content and supporting imagery for your approval
* New, customized fresh monthly Facebook & LinkedIn banner w/ your logo
* Special posts for holidays and special events
* Monthly check-ins to promote specials, promotions, etc.
* Timely and strategic post scheduling
* Monthly measurement & reporting of post engagement
* Unique posts generated for your individual business on up to 3 platforms
Email Package:
- Includes monitoring of incoming emails
- Clean up of emails, prioritize tasks, process as needed
- Direct emails toward multiple team members
- Answer general emails, schedule appointments from emails
- Direct Mailings Processing: MailChamp, Constant Contact, Distribution Lists
Growing your business, enjoying free time, taking vacation, running a marathon…we all have things we want to accomplish in life. Sometimes, we feel overwhelmed and lose sight of how we get there. Sometimes they are so focused on the trees, that they can’t see the forest. Sometimes you need a cheerleader to help you realize the successes.
Accountability Mentoring is a process of helping a person understand the desires of their heart, forming the goals to achieve those desires, and then breaking those goals down into simple action steps. We discuss the basic parts of a goal, how they are formed, and measured.
After goals are created, an Accountability Mentor works along side with the client: encouraging, supporting and assisting to take those action steps. During weekly or bi-weekly check-ins, we discuss the necessary steps, prepare for upcoming events, evaluate processes, and set the next baby steps toward the goal. We celebrate successes together and recover from the challenges.