Services We Offer

Provide administrative support to principal business owners and other vital departments.
Draft official documents being sent to external parties.
Maintain the Marketing database for the company's producers on social media and websites.
Perform periodic metric reports for the purpose of tracking company's progress.
Prepare correspondence and o

Provide administrative support to principal business owners and other vital departments.
Draft official documents being sent to external parties.
Maintain the Marketing database for the company's producers on social media and websites.
Perform periodic metric reports for the purpose of tracking company's progress.
Prepare correspondence and other documents of a confidential nature.
Assist in additional office duties and special projects on an "as needed" basis.
Manage offsite filing systems with respect to all legal documents and official records.
Manage company calendars.
Schedule, coordinate, and develop presentations for meetings.
Provide client support for internal departments and principal officers.
Generate periodic metric reports.
Assist with form development, paperwork completion and dissemination (as well as the updating of relevant information on a quarterly basis or as changes occur).
Create and edit proposals for expense projections.
Perform in-office visits for organizational and clerical assistance.
Maintain office supplies

Prepare financial reports like balance sheets, income statements, and cash flow statements.
Compare transactions in records with bank account activities.
Maintain records of business expenses, salaries, and write-offs to prepare for tax season.
Process payroll (which is an important part of running a business).
Maintain and file documents for

Prepare financial reports like balance sheets, income statements, and cash flow statements.
Compare transactions in records with bank account activities.
Maintain records of business expenses, salaries, and write-offs to prepare for tax season.
Process payroll (which is an important part of running a business).
Maintain and file documents for taxation compliance.
Enter data, collect transactions, and track debits.
Perform remote check deposits, maintenance, and proper storage of checks and supporting documentation.
Maintain and monitor financial records.
Ensure that bank account statements match other records and correct any issues.
Collect and organize invoices and other pertinent paperwork.
Pay invoices.

Data retention and organization
Data conversion (converting physical files and information to an electronic source).
Report data extractions and compilations.
Compile data for departmental spreadsheets.
Draft/Generate custom excel spreadsheet formulations to help track office statistics and human resource information for employees.
Provide offsite storage for businesses with limited office space.