• Promotional emails to clients (weekly or monthly)
• Set up or update forms/documents
• Research
• Set up appointments from emails/ Create appointments or meetings
• File organization/ File system management
• Client emails (monthly/weekly)
• Clerical or Administrative support
• Data entry
• Data Quality checking
• Create contracts
• Receive invoice/bills for payment
• Sorting and labeling
• Create spreadsheets
*G Suite and Microsoft Office proficiency*
• Track and record business receipts
• Track and record all business expenses
• Track and record payments
• Bill payment tracking
• Invoice creating
• Bank/Card reconciliation
• Record information into accounting software
*QuickBooks proficiency*
• Individual Tax Preparation - Coming in 2024
• Most State Tax Return Preparation (dependent on state rules) - Coming in 2024
• Self-Employment Tax Preparation - Coming in 2024
• Expense tracking/sorting for Tax Returns
• Tax recommendations to reduce liabilities
• Future Tax Return consultation
• Tax Return Reviews
• Tax Return Extension filing
• Tax Law Compliance
• Tax notice consultation
• Missed payment/balance due/sent to collections emails
• Negotiate to collect past due balances in full
• Work with collections agency to report collections information
• A/R Report tracking
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Admin side: AFG.remote.wa@gmail.com
Bookkeeping: AFGbookkeeping@gmail.com
Tax Side: AFG.tax.wa@gmail.com
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