Think Pivot Launch - Team Assist Services Offered

  

Team Assist Services

Bookkeeping Services

• New Business Set Up with QuickBooks Online
• Chart of Accounts - set up
• Syncing bank and credit card accounts
• Workflow consultation and implementation
• Training 
• Support/troubleshooting.
• Established Business Bookkeeping 
• Review Chart of Accounts in use to determine efficacy of financial data reporting for management purposes
• Workflow improvement recommendations
• Monthly bank and credit card statement reconciliations
• Accounts payable and accounts receivable management
• Financial Statement preparation and presentation
• Year end "tie out" and preparation for accountant's tax preparation work
• Compliance reporting preparation (ex: Beneficial Owner Information -BOI- reporting & Form 1099 preparation).

Virtual Assistant Services

• Copywriting
• Marketing content creation, design and implementation
• Web or print media
• Office administration tasks.

Ready to connect? Please complete the brief New Client Inquiry & Questionnaire form using the following link: 

https://forms.gle/YsWJ8EJghTFPYMP48