Executive Admin Support
Office Management
Use and improve office management systems
Management of leasing for premises and equipment
Manage office stationery, supplies, staff sundries.
Project management
Developing PowerPoint presentations
Board meeting minutes
Transcribing
Researching
Customer Service
IT Coordination
Record keeping
Human Resources support
Executive Assistance
Travel arrangements
Meeting coordination
Research
Event planning
Document preparation
Proofreading
File Management
Manage client relationships and update customer relationship management systems.
Social Media Management
Manage expenses
Life Admin
Book dentist / GP etc for the family
Research childcare options
Check the car in for a WOF
Schedule home maintenance services (plumber, electrician, etc)
Tidy your inbox
Gift shopping
Set reminders for important dates (birthdays, anniversaries, deadlines)
Manage subscriptions and cancel unused services
Research and compare insurance policies
Order groceries or meal prep services
Plan and book travel arrangements
Bookkeeping Support
Bookkeeping
Recording Transactions: Inputting daily financial transactions into accounting software or journals.
Maintaining General Ledger: Ensuring all ledgers are accurately updated and reconciled regularly.
Bank Reconciliations: Comparing bank statements to internal records to identify discrepancies.
Managing Accounts Payable: Processing vendor invoices, ensuring timely payments, and tracking outstanding obligations.
Managing Accounts Receivable: Generating and sending out invoices to customers and tracking payments received.
Expense Tracking: Recording and categorizing all business-related expenses.
Inventory Management: Keeping records of inventory levels and costs to ensure accurate financial reporting.
Petty Cash Management: Maintaining and reconciling a petty cash fund for minor expenses.
Financial Statement Preparation: Assisting in the preparation of monthly, quarterly, and annual financial statements.
Business compliance
Admin assistance to ensure compliance, including:
Financial Reporting Compliance: Ensuring financial reports comply with GAAP or IFRS standards.
Tax Compliance: Filing tax returns and ensuring adherence to taxation laws and regulations.
Audit Compliance: Preparing documentation and processes for internal and external audits.
Regulatory Reporting: Submitting required reports to regulatory bodies (e.g., SEC for public companies).
Maintaining Financial Policies: Developing and updating internal financial policies and procedures.
AML/KYC Procedures: Implementing anti-money laundering and Know Your Customer procedures as required.
Data Protection Compliance: Ensuring compliance with data privacy laws for financial data handling.
Training Compliance: Conducting compliance training sessions for staff on financial regulations and procedures.
Internal Controls Development: Creating and maintaining controls to prevent fraud and financial misstatements.
Payroll
Employee Record Maintenance: Keeping accurate records of employee information for payroll processing.
Timekeeping: Tracking employee hours worked, including overtime and leave taken.
Payroll Processing: Calculating and processing payroll for all employees, including deductions and bonuses.
Withholding Tax: Managing and calculating withholding taxes for federal, state, and local levels.
Payroll Reporting: Generating payroll reports for management and regulatory agencies.
Handling Benefits Administration: Managing employee benefits, such as health insurance and retirement plans.
Payroll Reconciliations: Reconciling payroll expenses and liabilities with accounting records.
W-2/1099 Preparation: Preparing and distributing annual tax forms for employees and contractors.
Accounting
Journal Entries: Preparing and posting journal entries for revenues, expenses, assets, and liabilities.
Financial Statement Preparation: Creating balance sheets, income statements, and cash flow statements.
Budgeting: Developing annual budgets and forecasts based on historical data and future projections.
Variance Analysis: Analyzing differences between budgeted and actual financial performance.
Cost Accounting: Analyzing costs associated with products or services to help with pricing strategies.
Consolidation of Financials: Preparing consolidated financial statements for multi-entity organizations.
Tax Planning and Strategy: Developing strategies for minimizing tax liability and ensuring compliance.
Financial Analysis: Conducting financial analysis to assess company performance and inform decision-making.
Close Processes: Managing month-end and year-end close processes ensuring all entries are complete and accurate.
End of financial year tax returns
Online Business Manager
Project Management: Managing projects, launches, and other initiatives.
Operations Management: Overseeing daily tasks, workflows, and systems.
Metrics Management: Tracking key performance indicators (KPIs) and providing insights.
People Management: Hiring, training, and managing virtual assistants or team members.
Strategic Planning: Collaborating with the business owner to set goals and strategies.
Delegation and Task Management: Distributing tasks and ensuring they are completed efficiently.
System Optimization: Identifying and implementing solutions to improve processes.
Communication: Acting as a bridge between the business owner and other team members.
How OBMs Differ from Virtual Assistants
Online Business Managers (OBMs) assume a broader range of responsibilities, including strategic planning and development, whereas Virtual Assistants (VAs) typically focus on specific tasks.
OBMs work more independently, using their ideas to drive business growth, whereas VAs generally follow the directions of the business owner, assisting a specific individual. Essentially, VAs focus on daily operations, while OBMs closely align with the overall vision and goals of the business.
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Logo and brand design
Business cards
Document design and formatting
Illustration
Social Media Management
Showcase your business online with pride. Access a team of dedicated designers, ready to build beautiful, modern websites that convert.
As Rocketspark partners, you'll get a website built on a platform that's easy to update and doesn't require ongoing back-end maintenance - allowing you to have an affordable website without compromising on functionality.
Website audits
Design and development
E-commerce capabilities
Platform recommendations & advice
Website revamps
