Services We Provide… Business Banking Management Invoice Service: We will organize, schedule, prepare and send invoices to your clients and keep them in an organized system. We will track all paid invoices and open invoices Accounts Payables (Bill Payment Service): We will organize, schedule, and pay all your bills either from your account(s). We can perform this service at your location or ours All your bills can be forwarded to our office directly or we can pickup the mail from your location. Accounts Receivables: Concise will collect, organize, and record all income to your bank accounts. We will make calls, send reminders etc., to all your receivable accounts, on your behalf. We will even run to the bank for you! Bank Account Reconciliations: Concise will review and reconcile all bank account statements. Store all checks numerically for the client in safekeeping for one year and then return them to the client. Brokerage and Investment Reconciliations: Concise will review and reconcile all investment brokerage statements for your business to match all transaction confirmations. Reports and Registers: Concise will prepare and provide for yourself and your accountant all related reports that are required. Quarterly and Year End reports will be prepared for your accountant and the client to use in the preparations for tax returns. Such as Profit & Loss reports, Balance sheets, Cash Flow etc. Our Office Management Services
Calendar & Travel Management: Concise will manage your calendar with scheduling appointments, meetings, conferences etc. as well as make travel arrangements for local & long distant, hotel, car rentals etc.
Mail Receiving and Distribution: Concise will arrange to receive all mail at our location or if you prefer, we will make arrangements to collect the mail from your location(s). We will sort all mail by category and discard as directed any unwanted junk mail. We will then distribute the mail as required.
Secretarial Services: Concise provides secretarial services such as letter writing, mailings, filing, etc. Just tell us what you need and we will provide the service.
Faxing & Email Services: Concise will provide fax and electronic faxing services for incoming and outgoing. Concise will provided outgoing as well as receiving email in your name with your own email address here at Concise, such as john@conciseconsultants.net
Address and Message Services: Concise will provide you with a mailing address for receiving mail and packages by using our Post Office Box. Also if you wish, you can have the use of our services to receive and screen voice messages.
Virtual Assistants Virtual Office Services: Our office is fully automated which means we can provide our services to you from anywhere in the world. We operate with the latest in computers, PDA’s, scanners, mobile communications etc. We can operate by telephone, computer, fax, email etc. Whatever the need, we can meet it. Security
Storage of Clients Records: All of your records will be stored daily on our Secure CD Writer systems for safekeeping. A disk will be provided quarterly and at year-end. Rates
Our rates are on based on hourly fees. After the first hour, then charges are based on fifteen-minute (15) increments. Our client’s are offered monthly, quarterly, and yearly memberships. We offer membership packages designed with your needs in mind as well as made easy to choose from.
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