S E R V I C E S

• Client Support: Responding to inquiries and providing support via email.

• Email Management: Sorting, filtering, and responding to emails on behalf of the client.

• Calendar Coordination and Management: Scheduling appointments, meetings, and events, and sending reminders.

• Data Entry: Inputting and updating information in spreadsheets, databases, or other software.

• Document Preparation: Creating, editing, and formatting documents, presentations, and reports.

• Task Automation and Workflow Optimization: Implementing tools and systems to streamline processes and increase efficiency.

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      *Ensuring client confidentiality is crucial. Intake and consent forms may be revised on JaneApp and other applicable platforms as needed. 

• Financial Transactions: Entering and maintaining a comprehensive record of financial transactions into the accounting system (sales, purchases, expenses, and other financial activities), 

• Accounts Payable: Managing and recording all payments to suppliers and vendors. This includes verifying invoices, processing payments and maintaining accurate records of bills. 

• Accounts Receivable: Tracking and recording all money owed. This involves creating and sending invoices, following up on overdue payments and reconciling accounts. 

• Bank Reconciliation: Regularly reconciling bank statements with financial records to ensure accuracy and identify discrepancies. 

• Expense Tracking: Monitoring and categorizing all business expenses (tracking receipts, credit card transactions and other expenditures). 

• Quickbooks: Utilizing acounting software to streamline processes and maintain accurate records. 

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• Content Creation: Writing blog posts, articles, or social media content. 

• Social Media Management: Scheduling posts, monitoring engagement, and maintaining an online presence.