Finance
Finance
Don’t let money run your life, let money help you run your life better.
John Rampton
Finance
Finance tasks, including bookkeeping, financial reporting, accounts payable and receivable, and payroll, are the lifeblood of any business.
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 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 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 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 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
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 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
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 |
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 |
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 |
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 |
Recording inventory purchases and tracking stock levels |
Reconciling inventory records with physical counts |
Assisting with inventory audits and adjustments |
Financial reporting
Communicating with various departments / other members of the team to gather necessary financial information
|
Liaising wih external stakeholders for any specific information required |
Taking processes / templates created by finance to pull together information on a monthly / quarterly basis as required
|
Generating expense reports and summaries |
Recording and tracking revenue / income streams |
Generating revenue reports and summaries |
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 |
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
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 |
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
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.