Don't let the admin side of your business get you down.

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Let Pat Jonas-VA assist you with your small business admin.

 

Some of the tasks we can assist you with include:

Data Entry/Data Management

• Prepare, compile and sort documents for data entry

• check source documents for accuracy

• Verify data and correct data where necessary

• Obtain further information for incomplete documents

• Update data and delete unnecessary files

• Combine and rearrange data from source documents where required

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Calendar Management

• Assist with scheduling appointments

• Answer phone calls and book appointments for consultations,

• Confirm appointments with clients, two days prior to their appointments to remind them of their day and time.

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Client Liaison

• Customer Service Emails

• Customer service duties and responsibilities generally include answering phone calls and emails, responding to customer questions and complaints, and walking customers through basic troubleshooting or setup processes.

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Invoicing

• Accounts Payable/Receivable

• Ensuring that client information details are kept up to date.

• Creating and sending invoices and statements to customers.

• Checking the data input to ensure the accuracy of the final invoice.

• The Accounts Payable / Receivable

• Account Reconciliation