OfficeTasks
Accounting and Technology Solutions
OfficeTasks
Call us at
914-
To find out more
Jo Monahan, CPA
Back Office Tasks
- perform bookkeeping services
- track and pay vendor payables
- troubleshoot issues arising with vendors; manage billing relationships
- issue customer invoices
- review accounts receivable and issue payment reminders
- follow up with customers and discuss payment options
- process credit card payments
- record details of credit card expenditures
- monitor the business's cash flow
- reconcile bank and other general ledger accounts
- examine inventory amounts
- examine expenses for unfamiliar or unusual expenditures
- draft budgets; monitor actual vs budget amounts
- provide weekly ‘snapshots’ and detailed monthly reporting
- meet to discuss business, workflow improvements, organization changes, other concerns
- maintain customer and vendor listings
- customize forms including sales receipts, invoices, statements, purchase orders
- create custom reports and business planning tools
and more...
Select the services that fulfill your needs.
Does this sound familiar:
Do you spend precious time on your office tasks, when you would be more valuable to your business providing and marketing your product or service?
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Do you let your office tasks pile up so bills are not paid in time to take advantage of valuable discounts? Receivables not collected as expected, interrupting your cash flow?
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Do you outsource to several individuals to accomplish your office tasks? Spending valuable time coordinating their activities?
Let OfficeTasks perform your bookkeeping and other back office tasks.
We are professionals who promptly familiarize ourselves with your business to add value immediately.
There is no overhead as we work remotely. Your savings in time and expenses can
quickly exceed the cost of our services. We communicate via periodic meetings,
telephone, fax and/or e-
You are the experts at your business.
We are the experts at your back office.