Administrative Solutions

-Setting up secure client portals for document uploads

-Organizing and labeling tax and accounting documents

-Scanning, uploading, and archiving receipts or invoices

-Tracking deadlines for filings (federal, state, payroll, sales tax)
 

-Appointment scheduling for consultations, tax prep, or reviews

-Sending email/text reminders for tax deadlines or estimated payments

-Maintaining a calendar of important compliance dates
 

-Preparing and sending engagement letters

-Emailing clients about new tax laws, credits, or deductions

-Sending out newsletters with financial tips and updates
 

-Monitoring state and federal filing obligations

-Ensuring clients’ business licenses/permits are renewed

-Keeping records of correspondence with IRS/state agencies
 

-Setting up recordkeeping systems (QuickBooks)

-Training clients’ staff on how to organize and upload documents

-Creating templates for recurring tasks (expense reports, mileage logs)
 

-Generating monthly/quarterly bookkeeping summaries for clients

-Sending them P&L or balance sheet snapshots before meetings

-Following up on missing documents or unresolved items