Member of the American Institute of Professional Bookkeepers
Personal Assistant Services
As the company grew, Concise began to provide a more indepth personal management service for the busy executive, the retired or semi-retired professional who didn’t have the time to pay bills or take care of other chores.Having a lifestyle that is so busy and always on the go, they realize that the services of a personal assistant to help take care of their home(s), their bills, and their everyday activities are a must in their life.
With our years of experience in personal management, Concise provides our clients with services such as bookkeeping, accounts receivable, accounts payable, mail distribution services, secretarial services, faxing and email, address service, and much more.
By offering this PA service, our clients are free to give their attention to other important business and/or personal matters that would normally be curtailed if Concise were not there.Because of our organizational style, our Personal Assistant Service also functions as a Virtual Assistant to provide our services to/from anywhere in the world by telecommuting.
Services We Provide…
Banking Management
Accounts Payables (Bill Payment Service): We will organize, schedule, and pay all your bills either from your account or from our Client Disbursement Account. 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. 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 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.
Office 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 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. Address and Message Services: Concise will provide you with a mailing address for receiving mail and packages. Also, you can have the use of our services to receive and screen 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.
Standard Hourly rate: $40.00 per hour Billed first hour then in fifteen minute increments. Hourly rates are reduced with membership package.
Membership Packages: Platinum: $2,000.00 per month ($25.00 per hour)* (80 hours per month) of all the Personal Assistant Services listed. Gold: $1,500.00 per month ($25.00 per hour)* (60 hours per month) of all the Personal Assistant Services listed
Silver: $750.00 per month ($30.00 per hour)* (25 hours per month) of all the Personal Assistant Services listed
The Service includes: Accounts Payables (Bill-Payment Service), Accounts Receivables, Bank Account Reconciliations, Brokerage and Investment Reconciliations, Reports and Registers, Calendar & Travel Management, Mail Receiving and Distribution, Secretarial Services, Address and Message Services, Storage of Client's Records, Virtual Assistants.
Desired membership package and term period require a signed contract. Credit Card information and a Signed Authorization Form are required on file for all monthly fees and out of pocket expenses.
All out of pocket expenses paid by Concise on behalf of client's are billed monthly to the member and are due in addition to any membership fees.
*Additional hours over the contracted package monthly hours, will be billed at $40.00 per hour
