Sample Business Support Projects
Worked with client to determine computer equipment needs
Purchased/Set up computer, configured router, printers/fax etc.
Set up email accounts and provided instruction on use
Provided software training for MS Office and Outlook.
Helped new business set up Quickbooks Pro accounting software
Purchased/installed software and provided training
Helped client determine their chart of accounts
Discussed business goals and how best to track information
Instructed on how to set up budgets and forecasts
Created business related templates
Worked with client to establish an efficient and intuitive office filing
system to help streamline and save on overhead costs
Worked with client to sort through several years of receipts as required for a trust settlement. Created recap spreadsheets
Provided full accounting services for a trust account
Worked/met with various attorneys, accountants, etc.
Provided accounting services utilizing Quickbooks Pro
Processed and entered data, A/R, A/P, Payroll etc.
Provided monthly Balance Sheet and P&L Statements
Did filing and miscellaneous office support duties
Assisted client with tax preparation in sorting through several boxes
of accounting records
Provided recap and supporting documentation for CPA
Created file folders to help client with future recordkeeping
