Accounting Services. Focused on small- to medium-size companies, utilizing Sage, QuickBooks, Great Planes, PeachTree, and more:

Accounts Receivable
  • Record Revenue Transactions
  • End-Customer Receivables Maintenance
Account Payable
  • Bill & Statement Preparations
  • Credit & Collections Records
  • Receivable Transaction Entry
  • Journal Entry Verification
Sales Orders
  • Accounting Software Data Entry
  • SO/PO Review & Comparison
  • Payroll Processing
  • Employee Data Updates
  • Calculation of Payroll, Incentives, Commissions, Holiday Pay, etc.
  • Pay Cheque Preparation; Weekly, Fortnightly, or Monthly
  • Statutory Deductions
  • Unemployment Compensation

Data Management. Oversight of recurringĀ maintenanceĀ duties such as CRM data verification and client file management:

CRM Management
  • Data Cleanup
  • Client Information Accuracy Review
  • Ongoing Data Updates (Address, Phone Numbers, etc.)
Data Management
  • Data Cleanup
  • File Data Consistency Review
  • Digitization of Applications & Forms
  • Document Management
File Management
  • File Cleanup
  • File Structure Plan
  • Addition/Removal of Files

Human Resources. Coordination of the full candidate recruitment process, from posting to hire:

Position Opening Management
  • Ad Posting
  • Management of Open/Closed Roles
Candidate Communication
  • Email Communications
  • Interview Scheduling
  • Resume Pre-Screening
  • Interview Pre- Screening
  • Reference Verification
On-Boarding:General Administration. Overall administrative support for small to medium size businesses:

General Administration. Overall admin support for small to medium size businesses.

  • Procurements
  • Competitor analysis
Calendar Management
  • Meeting Setup
  • RSVP Management
  • Travel Bookings
  • Virtual Administrative Support
  • Office Supply Orders