SMALL BUSINESS OFFICE SUPPORT
ACCOUNTANTS
ACCOUNTANTS
ACCOUNTANTS
- Calendar Management
We manage appointments, tax deadlines, client meetings, and quarterly reviews, ensuring your schedule is organized and you never miss an important date.
- Document Organization & Data Entry
We assist with organizing financial records, entering data, and maintaining client files, helping you stay efficient and compliant.
- Invoicing & Accounts Receivable
We handle the creation of invoices, track payments, and follow up with clients, ensuring timely payments and healthy cash flow.
- Tax Filing Coordination
We help track important tax filing dates, assist with tax document preparation, and ensure filings are completed accurately and on time.
- Client Communication & Conflict Resolution
We manage client inquiries, provide timely responses to questions, and resolve minor conflicts, allowing you to focus on more strategic aspects of your practice.
- Compliance & Deadline Tracking
We monitor important deadlines for tax filings, business reports, and financial statements to ensure you stay ahead of regulatory requirements.
- Financial Report Preparation & Summarization
We help prepare financial reports, balance sheets, and profit & loss statements, saving you time on the administrative tasks and allowing you to focus on advising clients.
- Document Filing & Record Retention
We assist with the systematic filing of important financial documents and maintaining a secure record-keeping system for audits and tax purposes.
ATTORNEYS
ACCOUNTANTS
ACCOUNTANTS
- Document Organization & Data Entry
We assist with organizing legal documents, case files, and client records, ensuring easy access and compliance.
- Invoicing & Accounts Receivable
We handle invoice creation, payment tracking, and follow-ups, keeping your practice’s cash flow consistent and reducing late payments.
- Medical Records Requests
We manage and track medical records requests, ensuring that all necessary documentation is collected for case preparation.
- Case Management
We assist with tracking case milestones, filing deadlines, and client communications, ensuring your cases stay on schedule.
- Deposition Abstracts & Transcription
We provide deposition abstracts, transcriptions, and document summaries to streamline your case preparation and reduce time spent on detailed notes.
- Dictation & Transcription Services
We transcribe dictation and other case-related recordings, saving you time and ensuring that all details are captured accurately.
- Client Communication & Conflict Resolution
We manage client inquiries, schedule consultations, and assist with document collection, freeing up time for you to focus on legal work.
- Compliance & Deadline Tracking
We track court dates, filing deadlines, and case milestones, ensuring you never miss a critical deadline.
CONTRACTORS
ACCOUNTANTS
CONTRACTORS
- Permit Request & Tracking
We manage permit applications, track approval statuses, and ensure you meet all local, state, and federal requirements for each project.
- Insurance Risk & Compliance Management
We assist in managing insurance certificates, verifying compliance, and ensuring all required documentation is up to date to avoid project delays.
- Document Organization & Data Entry
We help organize contracts, project documentation, and client records, keeping everything accessible and up to date.
- Invoicing & Accounts Receivable
We handle invoicing, payment tracking, and follow-up, ensuring timely payments and healthy cash flow throughout the life of your projects.
- Client Communication & Conflict Resolution
We manage client calls, handle scheduling, and resolve minor disputes, ensuring you can focus on the work that matters most.
- Compliance & Deadline Tracking
We monitor project timelines, permit deadlines, and regulatory filings to ensure all aspects of your work are compliant and on schedule.
DOCTORS
CONTRACTORS
- Referral & Testing Patient Follow-Up
We manage patient referrals, coordinate testing appointments, and ensure follow-up communications, so your patients stay on track with their care plans.
- Patient Scheduling
We handle appointment scheduling, confirmations, and reminders, ensuring your office operates smoothly and efficiently.
- Data Entry & Medical Record Management
We assist with entering patient data, updating medical records, and organizing documentation to ensure compliance and accessibility.
- Invoicing & Accounts Receivable
We handle the creation of medical invoices, payment tracking, and follow-up with patients or insurance companies to ensure timely payments.
- Client Communication & Appointment Reminders
We manage patient inquiries, appointment reminders, and provide essential follow-up communications to keep your practice running smoothly.
- Insurance Verification & Billing Support
We help verify insurance details, handle claims submission, and ensure that all billing is accurate and processed in a timely manner.
- Compliance & Deadline Tracking
We monitor medical record requirements, regulatory filings, and ensure all necessary documents are completed and submitted on time.
ELECTRICIANS
- Calendar Management
We handle scheduling, appointment coordination, and reminders for all your jobs, consultations, and client meetings, ensuring no conflicts or missed opportunities.
- Permit Request & Tracking
We assist in applying for and tracking required permits, ensuring that every job is fully compliant with local regulations.
- Document Organization & Data Entry
We help organize contracts, project documentation, client records, and invoices, keeping everything accessible and up to date.
- Invoicing & Accounts Receivable
We handle invoicing, payment tracking, and follow-ups to ensure that you’re paid on time and your cash flow stays healthy.
- Client Communication & Follow-Ups
We manage client inquiries, schedule estimates, and send follow-up communications, saving you time while ensuring your clients feel supported.
- Compliance & Deadline Tracking
We track necessary deadlines, including safety inspections, code compliance, and licensing renewals, ensuring that your business stays up to date and compliant.
- Equipment & Inventory Management
We help keep track of equipment and materials, ensuring that you never run out of the tools you need to complete a job.
- Insurance & Liability Documentation
We assist in organizing your insurance policies and liability documentation, ensuring that you have the right coverage for every job.
LANDSCAPERS
- Calendar Management
We handle scheduling, appointment coordination, and reminders for job sites, consultations, and client meetings to ensure your day runs smoothly and you never miss an appointment.
- Document Organization & Data Entry
We assist with organizing project estimates, client contracts, invoices, and maintenance schedules, ensuring all paperwork is easily accessible and up to date.
- Invoicing & Accounts Receivable
We handle invoice creation, payment tracking, and follow-up with clients, ensuring your business maintains a steady cash flow and reduces late payments.
- Client Communication & Follow-Ups
We manage client inquiries, service reminders, and follow-up communications, giving your clients a professional and timely experience.
- Project & Maintenance Scheduling
We help you schedule regular maintenance jobs, track one-time projects, and keep clients informed of service timelines, ensuring everything runs smoothly and efficiently.
- Compliance & License Tracking
We monitor necessary licenses, certifications, and insurance policies to ensure compliance with local regulations, helping you avoid delays and potential fines.
- Equipment & Inventory Management
We assist in tracking and managing equipment, tools, and supplies, ensuring you're always stocked and ready to tackle your next job.
- Seasonal Service Reminders
We help schedule seasonal tasks like lawn care, snow removal, and tree trimming, ensuring clients receive timely reminders for their ongoing needs.
PLUMBERS
PROPERTY MANAGERS & LANDLORDS
PROPERTY MANAGERS & LANDLORDS
- Calendar Management
We handle appointment scheduling, service calls, and job site coordination, ensuring you stay on track with your daily work.
- Document Organization & Data Entry
We assist with organizing service contracts, invoices, and client records, keeping everything accessible and up to date.
- Invoicing & Accounts Receivable
We create invoices, track payments, and follow up on overdue accounts, helping you maintain consistent cash flow.
- Client Communication & Follow-Ups
We manage client inquiries, confirm appointments, and send follow-up reminders, making sure your clients always feel heard and informed.
- Permit Request & Compliance Tracking
We track and manage necessary permits and ensure compliance with local regulations for each plumbing job.
- Inventory & Equipment Management
We assist with tracking equipment, tools, and supplies, ensuring you’re always ready to tackle any job without unnecessary delays.
- Insurance & Liability Documentation
We help organize your insurance certificates and liability documentation, ensuring you’re fully covered for every job.
PROPERTY MANAGERS & LANDLORDS
PROPERTY MANAGERS & LANDLORDS
PROPERTY MANAGERS & LANDLORDS
- Calendar Management
We handle property showings, tenant appointments, inspections, and lease renewals, ensuring you stay organized and your properties run smoothly.
- Tenant Communication & Conflict Resolution
We manage tenant inquiries, maintenance requests, and complaints, ensuring prompt responses and resolutions to any issues.
- Document Organization & Data Entry
We organize lease agreements, maintenance records, and tenant files, keeping everything in order and easy to access.
- Invoicing & Rent Collection
We assist with invoicing tenants, tracking rent payments, and sending reminders for overdue payments, ensuring you maintain healthy cash flow.
- Property Inspections & Compliance
We help schedule regular property inspections, track lease terms, and monitor compliance with safety codes and regulations.
- Maintenance & Repair Scheduling
We track and coordinate maintenance requests and repairs, ensuring that issues are addressed in a timely manner to keep tenants satisfied.
- Lease Renewal & Tenant Screening
We assist with lease renewals, tenant screening, and background checks to help you find reliable tenants and minimize vacancy times.
THERAPIST
PROPERTY MANAGERS & LANDLORDS
THERAPIST
- Calendar Management
We schedule patient appointments, handle cancellations and rescheduling, and send reminders, ensuring your schedule runs smoothly.
- Patient Scheduling & Follow-Up
We manage initial consultations, ongoing appointments, and follow-up communications to keep your practice organized and your clients informed.
- Document Organization & Data Entry
We assist with organizing patient records, session notes, and insurance forms, ensuring everything is properly filed and compliant.
- Invoicing & Accounts Receivable
We generate invoices, track payments, and follow up on outstanding bills, ensuring a steady cash flow for your practice.
- Insurance Verification & Billing Support
We handle insurance verifications, claims submissions, and billing to ensure that your services are reimbursed in a timely manner.
- Confidential Client Communication
We manage secure communications with clients, ensuring that sensitive information is handled professionally and in compliance with privacy regulations.
- Compliance & Documentation Tracking
We monitor and track the completion of necessary documentation, including patient consent forms, progress notes, and treatment plans, ensuring compliance with health regulations.