Delegating your
Daily Tasks

We'll communicate regularly (weekly usually, or more often if you prefer), to find out what you have coming up and how we can help. We'll discuss when you're going to need a hand, and whether you need us onsite or if we'll work from our own location. Usually, we'll settle into a routine, particularly with regular admin tasks like bills and payroll. Of course, if something unexpected comes up, we'll do everything we can to make sure you're supported.

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We've helped other clients with these tasks and more:

• Being a customer’s first point of contact and booking appointments.

• Creating and updating customer profiles within Customer Relationship Management software.

• Ensuring you and your staff have all required resources available for client appointments. For example, sourcing and ordering parts, going to collect parts, returning incorrect parts, and creating a system to ensure parts required for each job are easily accessible.

• Entering accounting information into various systems to ensure smooth invoicing.

• Providing invoices and statements to customers, following up overdue accounts and managing payment plans.

• Inventory management, including end of financial and calendar year stocktakes.

• Coordinating with bookkeepers, accountants, suppliers, and other professionals.

• Payment of bills and reconciling accounts.

• Processing Payroll

• Providing regular financial updates to the business owner.

• Updating social media, including scheduling posts.

• Creating logo graphics and making website edits.

• Creating policies and procedures documents, including training manuals.

• Creating templates to streamline regular processes.

• And of course, tidying filing, both in paper form and digitally.

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Is there something in that list that takes up too much of your time? Or maybe it's something else - we love learning new skills.