Top 5 Functions We Handle for Business Owners

Operations Support

Operations support
Process improvement
Vendor coordination
Brand intro meetings
Coordinate contract executions

Financial Support & Oversight

Financial reporting
CPA & Audit coordination
Month-end support
Bank Reconciliations
Receivables
Payables
Budgets

Compliance

File annual reports
Coordinate quarterly tax obligations when applicable
Track continuing education requirements
Register & disseminate CE/CLE certificates

Payroll & HR Coordination

Support existing staff
Onboarding new staff
Coordinate departmental cross-training
Forecast hiring needs

Insurance Agents / Financial Services

Included but not limited to:
Application Processing
Licensing appointments
Client Coordination
Marketing
Accounting