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Services

Are you ready to make an investment in you?
 
If you are, there are many services that we offer our client. So many, in fact, it impossible to list them all. Below you will find a list of our most popular services and how it has helped our entrepreneurs.
 
We break our services down into three categories:
 
Administrative/Office Management
When you think of a traditional secretary or administrative assistant, these are the services that we offer.
 
  • Transcription
Convert audio files into typed pages for reading and editing.
 
If you want information for special reports, know how you really sound during a presentation or need material for a book, transcription will give you the written materials you need.

  • Form & Template Design
Consistently collect data and give a cohesive image of your business.
 
Would you like to have an image that looks pulled together and consistent, with your own color theme and logo? Are you tired of only getting pieces of the information that you need? We can set up forms for you to make processes in your office repeatable.
 
  • Research
Needing information but don’t have the time.
 
The information that you need is important but you are swamped. We will do the research, narrow the field for you and send it back to you in an easy to read and digest spreadsheet.
 
  • Schedule Management
Scheduling and confirming appointments are a necessary evil.
 
It can take time and several phone calls to get appointments scheduled, they are necessary for your business but not for you to spend time chasing. Also, do you know the value of your time, you will when an appointment has not shown and it took you 30 minutes to get to the restaurant. We can confirm appointments a day, two days, or week in advance reducing your wasted (and unproductive) time.
 
  • Database Development
Systematizing the capture and maintenance of contact data.
 
90% of sales are lost through lack of follow up. One of the keys to being able to follow up is to have a system for maintaining the data.
 
  • Handout Preparation
Prepare professional handouts for you seminar or meeting.
 
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Bookkeeping Services
These are the services that we provide that help you manage your finances and/or get your books ready to go to your accountant.
 
  • QuickBooks Setup
Getting the proper set up for your QuickBooks can be confusing and functions better when done correctly in the beginning.
  • QuickBooks Training
Knowledge is power. Often entrepreneurs do not use the tools that they have because it is intimidating and/or confusing.
  • QuickBooks Maintenance
Monthly data entry to maintain up to date records.
  • Invoicing

Getting invoices out in a timely manner is money in the bank.

Let us set up a system for sending out invoices and/or statements periodically for you.
 
  • Accounts Receivable

Knowing who owes what can be hard to maintain and a real distraction.

We can set up a system that not only sends invoices at a predetermined schedule each month but also tracks how much your clients owe you and when they paid last.
 
  • Reconciliations
Validating data can save you money and time. Each month credit card and bank statements should be reconciled.
 
  • Financial Reports
Knowing where you stand financially is very important. Receiving regular cash flow and profit/loss statements, can give you a better snap shot of where you are with your financial goals.
 
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Marketing Support
These are the services that we provide that help you maintain existing clients and attract new clients.
 
  • Follow-ups & Reminders

Keeping people in the loop is key to staying productive.

We can send reminders to registrants of upcoming events and follow up with the registrants the day before. Did you know that if you are able to call someone the day before the event that the no show rate will be significantly reduced.
 
  • Direct Mail

Finding new clients and maintain existing clients means staying top of mind.

We can create the piece for you or mail your existing marketing materials to clients and prospects which keeps you top of mind.
 
  • PowerPoint Presentations

Knowing the rules of PowerPoint presentations as well as creating a consistent image and theme are important.

We can help you crystallize your ideas and information to convey just enough for your audience. We also create presentation templates that allow others to see you presentation and know it is you without you saying a word.

  • Brochures & Flyers

Giving others the information they need to know about your product or services.

We can help you put together a cohesive brochure and/or flyer, highlight the offering, and speak of the benefits to your clients and prospects.
 
  • Postcard Design

Staying top of mind and grabbing your clients and prospects attention.

We can help you create postcards and announcements that are attention grabbing and keeping you in front of your clients and prospects.
 
  • E-Blasts

Educating and informing your contacts can help to set you apart as an expert and can keep you in top of mind for clients and prospects.

We can take your written materials, research information, and even find other contributors for your e-blast. We get the information properly formatted, keep you database current, and take care of sending it for you.

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