Services
Whether you are a sole trader, partnership or a company, with over 30 years in office management I can help you with P.A., Bookkeeping and HR organisation as follows: -
P.A.
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Copy typing of letters, notes, reports etc
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Audio typing (tape or digital) of letters, notes, reports etc
( I have the Olympus AS-2400
transcription kit which accepts any
DSSPro, DSS, WAV, WMA, and MP3
recordings)
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Diary Management
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Preparation and issue of fees
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Excel
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Travel arrangements
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Manage expenses
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Superuser of CCH (includes: setting up of clients and contacts, set up of templates, setting up the portal/One Click for staff and clients, dealt with all staff/client queries on document management and the portal/One Click
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Office Facilities – dealing with cleaners, IT, office stationery etc
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Organise events
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Deal with complaints
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Help manage admin staff
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Set up admin procedures eg letter templates, admin manual to include: procedure on stationery ordering, ordering of taxis, other travel, book training/courses etc
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PowerPoint
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Contact Management Systems used are Star, Iris and CCH
Bookkeeping
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As a partner of Xero, I can help with processing up to and including bank reconciliation
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Sage – up to and including bank reconciliation
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Set up of excel spreadsheet to include all income and expenditure to bank reconciliation stage
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Process sales, purchase and credit note invoices
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Pay/issue invoice
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Chase debtors
If you use a different system to Xero or Sage, I am adaptable.
H.R.
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Issue of contract letters or any other confidential letters
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Induction of new staff e.g. welcome, hand over other relevant paperwork, introduce to other staff members etc
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Sift through CVs to pick those only relevant for a particular role
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First interview to include: going over their CV, making sure they have looked at the website, what they know about firm/company etc
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CIPD Certificate in Personnel Practice