Virtual Office Management
- or -
Post a project like this£85(approx. $106)
- Posted:
- Proposals: 54
- Remote
- #2949657
- Expired
Programmer,Virtual Asistant,Java Developer,Data Entry,Bookkeping,Wtitting,Translation,Logo Design
Kraljevo
45411174716578471235547113164621424454671344603794383762440158044393514723929
Description
Experience Level: Expert
We're an accountants looking for someone to offer a virtual office / client management help. I do feel this would be hugely beneficial if you have some background knowledge of accountancy.
The items we were looking for help with were as follows
- Keep Task management system up to date - chase me for things that need doing, keeping onto of things that are overdue, giving reminders
- Going through calendar at end of week to get meeting notes if applicable
- On-boarding new clients - going through the task process to get things setup accordingly
- Look at start dates and send requests for information to clients accordingly
- Assist on marketing, blogs and socials
- General client management being database management, letter/post uploads to our database, task setting if applicable, contact management
- research and spreadsheet analysis
- Keeping me on track!
- control the firms internal bookkeeping
- weekly zoom/video calls to discuss matters and updates
I see this being 1-2 hours on average per week - some weeks would be more, some would be less
We would set this up on slack - it would not be run through emails.
The items we were looking for help with were as follows
- Keep Task management system up to date - chase me for things that need doing, keeping onto of things that are overdue, giving reminders
- Going through calendar at end of week to get meeting notes if applicable
- On-boarding new clients - going through the task process to get things setup accordingly
- Look at start dates and send requests for information to clients accordingly
- Assist on marketing, blogs and socials
- General client management being database management, letter/post uploads to our database, task setting if applicable, contact management
- research and spreadsheet analysis
- Keeping me on track!
- control the firms internal bookkeeping
- weekly zoom/video calls to discuss matters and updates
I see this being 1-2 hours on average per week - some weeks would be more, some would be less
We would set this up on slack - it would not be run through emails.
Kounsel
100% (91)Projects Completed
97
Freelancers worked with
67
Projects awarded
22%
Last project
7 Mar 2023
United Kingdom
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