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.

 

  • 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

 

  • 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

 

  • 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.

 

  • 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

  • CIPD Certificate in Personnel Practice

Schedule a Consultation