Skip to content

Small Businesses

Key Administrative Tasks:

PERSONAL ASSISTANT TASKS

  • Assisting with daily tasks that overly occupy your time
  • Travel bookings
  • Co-ordination of your calendar
  • … and much more

CUSTOMER SUPPORT

  • Email support
  • Customer satisfaction surveys
  • Manage incoming calls
  • Follow up calls
  • Confirming appointments

SPECIALISED INDUSTRY TASKS

  • Preparation of quotes, reports & proposals
  • Market research

CRM MANAGEMENT

  • Entering and maintaining database records
  • Tasks, to-do lists, and appointment notes
  • Create workflows

FILE MANAGEMENT

  • Proper labelling / filing of emails
  • Proper filing of files and applying naming conventions to filing structures based on custom specifications

BOOKKEEPING & ADMINISTRATION

  • Invoicing
  • Debt collection & email followups
  • Accounts receivable & payable
  • BAS lodgement

Additional Administrative Tasks: