Client Expense Portal
An online portal where a client sees her business expenses organized the way her tax preparer needs them. It tracks receipts, flags missing information and exports to Excel.
- Systems builder
- Bookkeeping assistant
- Web developer
The paperwork, handled. The piles, gone.
Admin work never stops, and it never makes you money. I take the data entry, documents, scheduling, filing, invoicing support and online forms so the paperwork stops piling up on your desk.
CRMs, spreadsheets and lists, cleaned up and kept current.
Templates, contracts, applications and polished files.
Appointments, reminders and calendar cleanup.
Invoices, receipts and records ready for your CPA.
A Google Drive or Dropbox you can actually find things in.
Returning messages and keeping customers updated.
This is part of my Remote Assistant service.
An online portal where a client sees her business expenses organized the way her tax preparer needs them. It tracks receipts, flags missing information and exports to Excel.
A branded monthly report that gives a client a snapshot of her expenses and a clear list of what is still needed. Private details are blurred in this preview.
A custom business dashboard that runs daily tasks, client projects, networking and sales in one place. Each area has its own hub with due dates, pinned work and quick views.
An assistant desk system built into Flow Tasks for delegating work to a remote team. Each assistant gets a desk with daily routines, tasks, call logs, hours, paperwork and training.
A bookkeeping site and landing page for a CPA led firm in Chandler, Arizona. It focuses on monthly bookkeeping, cleanup and a free consultation.
A TikTok for a public car auction in Peoria, Arizona, grown to 86.4K followers with bilingual English and Spanish videos. One video passed 150K views.
A virtual administrative assistant handles the day to day office work remotely: data entry, documents, scheduling, filing, invoicing support, email and calls.
They overlap a lot. Administrative work is one part of what a virtual assistant does. I can stay focused on admin, or also help with your website, marketing and systems when you need it.
Most clients start with 5 to 10 hours a month and adjust from there. You only pay for time spent on your work.