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Our Services
We generally use the 9 -9 - 6 principle ensuring that we get more and more done, generally a consultant would work from 9AM to 9 PM for 6 Days a week. We put a lot of time in getting you work done.
Financial Administration Service / Consulting
Financial duties include:
Prepare and post receipts, deposits, purchase orders, invoices, refunds, and other standard bookkeeping tasks
Manage accounts receivable and accounts payable
Review and process reimbursements
Prepare, track, and reconcile ledgers and budgets
Prepare and submit payroll
Create financial and inventory reports
Prepare and file company tax/SARS documents
Identify and correct miscalculations and financial discrepancies
Run and update databases
Develop and streamline operational efficiencies
Contact delinquent / Outstanding accounts
Stay current with all regulations, requirements, and laws
General Administration Services
We correct Post Sales problems, Call handling, Chat Handling, Email Handling and get rid of your Administration irritations
General Admin includes:
Front desk customer service, including answering phones, responding to emails.
Maintaining an appropriate filing and recording system - both hard-copies and electronically
Gathering and preparing information for client meetings, including initial meeting and client reviews
Manage schedules for appointments and deadlines
Take clear messages and communicate effectively with customers, clients, team members, and management
Developing and maintaining administrative processes
Keeping an organized file system
Customer Services
Our most important customer is yours. We provide customer service as first point of contact between your business and potential clients, converting them to clients.
Customer Services include:
Being telephonically available for client queries, and act as initial point of contact for client queries
Sending out statements
Ensuring that all client information is maintained on the client management system
Facilitate the resolution of all queries received within 24 hours or at earliest possible time
Gatekeeper for executives.
- Appointment setting
- Cold calling prospective clients
Following up outstanding payments / Invoices
Keeping an organized file system
Inbound call handling
Technical support
Processing orders
Providing advice to customers Engaging in 'live chat' and WhatsApp query resolution.
Business Development and Sales
Retentions and complaint handling
Virtual CFO Services
The great part of being in business is seeing it grow and seeing those payments from clients coming in as reward for jobs well done. But the other side of the coin is that bills have to be paid as they become due. Like all business owners, you're determined to succeed. So you're working hard, and out winning business. We get things done while you work on your business not in it. We work remotely so we don't spend time in traffic, getting caught up in load shedding so we're always available, full of energy and ready to take on any task that will assist you get closer to your ultimate business goal. We get things done.
Once your hobby becomes more than a hobby you'll need all the help you can get to make the transition from something you do as a hobby to a proper business entity. Growing your business, becoming compliant with SARS and work towards your next or bigger project. Keeping the money flowing-in is vital to any business. Our solution makes it easy to see who owes you money and were you need to focus your efforts in your long term strategic goals. We simplify it all for you, Customer List, Overdue and give you a bird's-eye view of which customers have overdue invoices and we manage those relationships so you can focus on the high level goals you have.
Virtual CFO Services include:
Financial planning, Financial reporting, and Financial strategy.- Track and measure KPI's
- Review debt-reduction strategies
- Developing reliable cash flow projection processes and forecasting models.
- Identify and evaluate the possible impact of new products, new service offerings, or new business initiatives
- Preparation and presentation of monthly and quarterly financial reports as well as review end-of-year financials
- Advice on the latest software and tools
- Strategic planning and execution
- Identify opportunities for a business to expand and grow
- Cash flow management
- Review financials, develop insights, make recommendations, and formulate strategies to support business growth and make business processes more efficient
- Analyze financial trends and budgets to identify issues and opportunities for the business
- Analyzing large amounts of financial and operational data for trends
- Deep insights on business finances
- Comprehensive and detailed financial reporting and analysis
- Budgeting and forecasting
Supply And Deliver / Tender Admin
Supply and Deliver Support (Tender Admin)
- Performing research.
- Client & Supplier liaison
- Project co-ordination
- Gathering and processing research data.
- Performing basic admin duties including printing, sending emails, and ordering supplies.
- Assisting and coordinating with the sales team.
- Assisting the Front Office team.
- Assisting with inventory control.
- Organizing staff meetings and updating calendars.
- Processing company receipts, invoices, and bills.
- Assisting and supporting management.
- CRM management
Back Office Services
We take care of all your small irritations that are important to you. We'll make sure that you are up to date, professional, saving time and money in all your business dealings.
Back Office Support
- Performing research.
- Client & Supplier liaison
- Project co-ordination
- Gathering and processing research data.
- Performing basic admin duties including printing, sending emails, and ordering supplies.
- Assisting and coordinating with the sales team.
- Assisting the Front Office team.
- Act as facilitator for information and documents to flow between offices
Bookkeeping
We understand that asking when your debtors will pay you can really be embarrassing and can get personal even to a point were your relationships can sour. Let us follow up professionally on your debtors and you keep a professional level with your business partners.
Bookkeeping Services include:
- Maintaining records of Financial transactions by posting and verifying.
- Defining bookkeeping policies and procedures
- Developing systems to account for financial transactions by establishing a chart of accounts
- Maintaining subsidiary accounts by posting, verifying and allocating transactions
- Reconciling entries to balance subsidiary accounts
- Maintaining a balanced general ledger
- Preparing a trial balance for the accountants
- Preparing financial reports by collecting, analyzing and summarizing accounting for information
- Ensuring compliance with legal requirements
- Monitoring for variances
- Advising management on compliance needs
- Assisting in financial activities such as running payroll and generating invoices
- Additionally, there may be other responsibilities based on your unique needs of your business.
OUTSOURCED FINANCE DEPARTMENT
Keeping control of expenses is vital for any business. You need to make sure you know exactly what you're spending, not just to make sure you don't go into the red but also to maintain an effective flow of cash so that you can buy what you need to do the next job or project. Ditch the shoebox, we'll get your finances inorder.
Outsourced Finance Department:
- Compliance/ SARS
- Inventory costing
- Payroll processing
- Reconciliation
- Invoicing
- Receipts
- Financial reports
- Collections
- Debtors and Creditors aging
- Cashflow statements
- Profit and loss.
- Balance Sheet
- Review debt-reduction strategies
We work remote, saving you on overheads.