Finance

Finance

Don’t let money run your life, let money help you run your life better.
John Rampton

Finance

Finance

Finance tasks, including bookkeeping, financial reporting, accounts payable and receivable, and payroll, are the lifeblood of any business. 

Customer Service

Customer Service 

Customer service tasks, including handling customer inquiries, processing orders, managing returns and refunds, and maintaining strong customer relationships, are the backbone of a positive customer experience.

Sales & Marketing

Sales & Marketing

Sales tasks, including strategic support, lead generation, sales outreach, networking, telesales, sales presentations, and reporting and analytics & Marketing tasks, including strategic support, market research, content creation, event planning, outbound campaigns.

IT

IT
IT tasks, including network and infrastructure management, IT support and helpdesk services, and cybersecurity, are crucial to the smooth operation and security of any business.

Compliance & Legal

Compliance & Legal

Compliance and legal tasks, including regulatory compliance, managing contracts and agreements, and upholding corporate governance, are critical to the integrity and sustainability of any business.

Admin

Admin

Admin tasks, whether personal or business-related, form the foundation of an organized and efficient operation. When these tasks are handled well, they ensure that everything runs smoothly, deadlines are met, and important details don’t slip through the cracks. 

Purchasing & Stock

Purchasing & Stock

Procurement tasks, including supplier management and inventory management, are essential to ensuring that a business has the right resources at the right time, at the best possible cost. 

HR

HR

HR tasks, including recruitment, employee onboarding and offboarding, benefits and compensation management, employee records management, training and development, and performance management, are vital to building and maintaining a strong workforce.

Finance tasks, including bookkeeping, financial reporting, accounts payable and receivable, and payroll, are the lifeblood of any business. When these tasks are done well, they provide a clear and accurate picture of the company’s financial health, ensure timely payments, and maintain cash flow stability. Proper management of financial tasks also helps in making informed business decisions.

The tasks we can do for you

Bookkeeping

Data Entry & Recording
Gathering financial data from various sources e.g. bank statements, invoices, expense reports
Entering financial transactions into accounting software
Recording expenses, invoices and receipts
Logging payments and deposits
Expense Management
Recording and categorising business expenses from receipts / payments made
Tracking and reconciling employee expense reports
Ensuring all expenses are supported by receipts and proper documentation
Analysing expense trends and identifying cost-saving opportunities
Document Management
Organizing and maintaining financial records and documents
Digitizing paper records and ensuring secure storage
Retrieving and providing financial documents as needed for Finance team / Management
Compliance & Policy
Undertaking monthly checks to ensure data accuracy and completeness
Assisting with internal / external audits by gathering necessary documentation
Documenting audit findings and assisting finance with the implementation of recommendations
Inventory Management Support
Recording inventory purchases and tracking stock levels
Reconciling inventory records with physical counts
Assisting with inventory audits and adjustments

Financial reporting

Information Gathering
Communicating with various departments / other members of the team to gather necessary financial information
Liaising wih external stakeholders for any specific information required
Report Generation
Taking processes / templates created by finance to pull together information on a monthly / quarterly basis as required
Generating expense reports and summaries
Revenue Tracking and Analysis
Recording and tracking revenue / income streams
Generating revenue reports and summaries
Key Performance Indicators (KPI) Reporting
Tracking and reporting on financial KPIs
Preparing dashboards and visual reports for easy interpretation of KPIs
Analysing KPI trends and providing insights for decision-making
Management Reporting
Supporting finance by gathering information for management meetings
Summarising key financial information and insights for decision making purposes
Taking the information and creating presentations as required for finance

Accounts payable and receivable

Accounts Payable
Receiving and logging supplier invoices
Verifying invoice details against purchase orders and delivery receipts
Entering invoices into accounting software for payment processing
Communicating with suppliers regarding billing enquiries and payment schedules
Coordinating with suppliers to resolve billing discrepancies
Processing payments via online banking platforms
Accounts Receivable
Generating and sending invoices to clients
Ensuring invoices include correct details such as dates, amounts, and services or products provided
Monitoring incoming payments and updating customer accounts
Reconciling payments received with open invoices
Identifying payment discrepancies and escalating to Finance / Management
Sending reminders for upcoming and overdue payments
Handling customer inquiries regarding invoices or payments
Managing the collections process for overdue accounts
Documenting communication and actions taken for collections
Ensuring all customer accounts are up-to-date and accurately reflect transactions
Maintaining organized records for audits and compliance checks

Payroll

Supporting Payroll
Updating employee information
Checking and validating employee timesheets
Ensure accurate recording of work done e.g. work hours, overtime, holiday, sick days
Assisting with payroll processing and recording payroll transactions
Maintaining payroll records

Juggling Octopus
HR. Personal Assistant. Customer Services. Sales & Marketing​. Finance. Legal. IT.

Reach out to us today and discover how we can help your business achieve its full potential.​

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