Services

How I Can Help

I take care of the recurring back-office work that can quietly fill your week, so your records stay current, follow-ups keep moving, and responsibilities are easier to see.

Support shaped around your business

What would feel lighter with the right support?

You can bring me into one area or connect several responsibilities into a clearer working process.

Administrative supportBring order to the day-to-dayI can manage recurring admin, documents, communication, and follow-ups so fewer details are left sitting in your head. Bookkeeping supportKeep the books current and review-readyI can maintain day-to-day bookkeeping records and prepare clear exceptions or questions for you and your accounting professional. Workflow supportMake recurring work easier to runI can organize handoffs, reminders, and routine workflows so the process is easier for everyone to follow.

The details

What you can hand over

The final scope is built around what your business actually needs maintained.

Back-Office Administration

This covers the recurring administrative work that keeps information moving and records current. Responsibilities can include:

Inbox administration
Customer and supplier communication
Follow-ups
Document management
Records and data maintenance
Calendar coordination where needed
Administrative coordination
Recurring workflows
Business file maintenance
Information routing

Bookkeeping Operations

I maintain the bookkeeping administration and supporting records agreed for the business in QuickBooks or Xero.

Transaction review and categorization
Bank and credit card reconciliation
Invoice and bill administration
Receivable and payable tracking
Receipt management
Supporting documents
Financial record maintenance
Bookkeeping reports

Working alongside your accountant

Tax advice, financial advice, formal accounting decisions, and matters requiring accountant or CPA approval remain with the appropriate professional. I prepare and maintain records requested for that work.

Back-Office Systems & Automation

I review how information moves through the business and identify where a workflow could become more consistent or efficient. This is practical workflow support, not enterprise technology consulting.

Customer workflow

Enquiry → record → quote → job → invoice → payment → bookkeeping → reconciliation → reporting

Supplier workflow

Invoice → document capture → bookkeeping → approval → payment → record maintenance

Automation and AI may assist with sorting, summaries, document extraction, drafting, reminders, and routing. Human review remains part of the process, and financial or accounting decisions are never delegated to AI.

Scope & pricing

Let’s start with what is taking up your time.

You do not need to arrive with a perfect task list. We can look at the responsibilities, volume, systems, and coordination involved, then define a practical scope.

Discuss Your Support Needs