Services Overview

Our Services Guarantee

The historical “secretarial” model has worked well in all kinds of businesses for many decades. By combining that model with modern technology, we have the means to provide you with full-time clerical/secretarial support at a fraction of the cost of a full time employee, but with all of the benefits.

By outsourcing your Bookkeeping, Database Management and Vendor Management services, routines and duties to us, we guarantee:

Your customers will receive a level of customer service unparalleled in today’s automated, busy environment.
Your customers and clients will not have any indication that we are an outsourced service.
You will retain full control over any and all interactions we have with your customers and clients.
Our employees are American-based with English as their first language.
Most importantly, the cost is much less than you might expect. Monthly fees begin at $300 and minimum weekly fees start at $50.

A Sampling of Services We Can Perform For You

Create and Manage
Organizational Systems

Monitor Deadlines, Follow-up/Tracking Systems
Calendar/Appointment Scheduling
Create and Manage To-Do Lists
Maintain Contact Lists/Address Books
Project Coordination
Review and Manage “Dodge” Reports

Workflow Management

Help Monitor your Creative and Production Deadlines
Monitor and Respond to Email, Faxes and Voicemail
Fax to PDF, Voicemail to Email
Provide a ‘Firewall’; Preventing Unwanted Interruptions

Concierge Services

Travel Arrangements
Car Rental
Hotel Reservations
Acquire Tickets
Driving Directions
Important Event Reminders (Birthdays, Anniversaries) and Appropriate Gift Ordering
Research Travel Destinations

Marketing

Assistance in the Managing of Marketing Campaigns
Follow-Up on Leads
Create Power Point Presentations
Internet Research
Blog Maintenance
Research Travel Destinations
Email Blasts/Newsletters
Assist in Management of Bulk Email Accounts
Send Internet-Based Cards/Thank You Notes
Handwrite Cards/Thank You Notes

Virtual Customer Service

Answer Phones 40 hours/week
Respond to Customer Inquiries
Web Based Order Processing/On-line Support
Service Ticket Preparation and Monitoring
Reminder/Confirmation Calls
Conference Call Setup and Management
Manage Satisfaction Survey Reports
Write and Send Thank You Notes

Bookkeeping Services

Invoice
Past Due Follow-up (“Soft Collections”)
Full Bookkeeping and Accounting Services

Database Management

Maintain Client Records
Data Entry/Report Generation
Manage Paperless Filing Systems
Time-Slip Management

Document Preparation

Form-fillable PDF documents
Maintenance of In-House Manuals (wiki’s, policy manuals, etc)
Proofreading
Transcription
Excel Spreadsheets

Vendor Management

Obtain quotes
Pricing Comparisons
Transcription Services
Manage Billing/Service Disputes

Services Overview

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