Solutions
Helping you make the right decisions for your business.
We will create a custom package of services so you get exactly what you need and nothing else.
Financial Services
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Bookkeeping
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Account Reconciliation (monthly)
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Accounts Receivables, including invoicing
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Accounts Payables, including overdue payment collection
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Financial reports (monthly, quarterly, annual)
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Payroll processing and recording
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Tax preparation assistance, we will work with your current CPA to coordinate the preparation of your taxes or we can handle the preparation and filing from start to finish through our third party CPA associate
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1099 tracking and processing
We can help with all your finance needs from bookkeeping to accounts receivables, accounts payables to tax preparation assistance. We will learn the specific needs of your business and become an integral part of your financial team to ensure the highest level of efficiency, accuracy and efficacy. Managing your company's finances has never been easier than when you have a trusted professional taking point!
HR & Payroll
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Payroll administration and processing
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Recruitment assistance for staffing
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Benefit coordination
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Policy creation and implementation
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Onboarding and offboarding
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Standard Operating Procedure (SOP) creation and implementation
No matter where you are located in the United States we can help you streamline your hiring processes, create company procedures and policy, manage your employee benefits and handle all your payroll needs. We'll help you navigate the jungle of human resource and shoulder the burden of payroll and benefit administration so you can do better things with your new found free time.
Business Management
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Manage business operations
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Email management
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Implementing software like: Slack, ClickUp, Coda, Notion, AirTable, etc. to create cohesive and organized task delegation for your team
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Organization and interagency communication
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Customer relations
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Research and data compilation
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Document creation such as: contracts, estimates, work orders, notices, etc.
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Email marketing campaigns
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Workflows and systems audits
Managing the day to day operations of your business can be taxing. Let us help you create workflows that accelerate efficiency, streamline your existing systems and organize your tasks to elevate clarity and function and help you check the boxes on your to-do list as your virtual office manager!
Client Stories
Our clients are the reason we do what we do. We're sharing some of their success stories so you can hear for yourself what a partnership with us can do for your business!
Tommie Kell
Tommie is an expanded function dental hygienist that owns Compassionate Dental Wellness in Jacksonville, OR. She started her practice to serve patients outside of the conventional dental office and specializes in providing a comfortable space for high anxiety patients.
Year: 2020-2022
She expanded her practice to include the addition of Myofunctional Therapy and needed help creating new materials for patient referrals, rebranding, updating her website and social media presence and increasing her marketing to promote these new services.
Industry: Dental
We worked with Tommie to create a beautiful and cohesive brand that translated from her website to her social media pages, educational materials and marketing. Tommie has expanded her business and seen incredible growth due to her dedication and persistence and it's been a pleasure to work with her!
Client: Encompass Financial Planning
Encompass Financial Planning is the financial firm of Josh and Sarah Soria. We started working with Encompass when they were an insurance agency through Horace Mann and organized digital workshops, created lead databases and managed their marketing.
Year: 2020-2024
We've worked with them through the sale of their previous agency to the creation of their new independent financial consulting firm and have enjoyed watching their business grow to new heights. Josh and Sarah run Encompass from Grass Valley, CA and have a small staff of employees and independant contractors.
Industry: Finance & Insurance
Josh has a side business, Summit Woodworks where he creates custom wood pieces like desks, storage units. I've enjoyed working with all aspects of their businesses as they've grown and changed over the years and hope it's a continued partnership for years to come.