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

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)

Diary Management

Preparation and issue of fees

Excel

Travel arrangements

Manage expenses

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

Office Facilities – dealing with cleaners, IT, office stationery etc

Organise events

Deal with complaints

Help manage admin staff

Set up admin procedures eg letter templates, admin manual to include: procedure on stationery ordering, ordering of taxis, other travel, book training/courses etc

PowerPoint

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

Sage – up to and including bank reconciliation

Set up of excel spreadsheet to include all income and expenditure to bank reconciliation stage

Process sales, purchase and credit note invoices

Pay/issue invoice

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

Induction of new staff e.g. welcome, hand over other relevant paperwork, introduce to other staff members etc

Sift through CVs to pick those only relevant for a particular role

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