What do you need help with ?
Office basics :
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Email monitoring
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Audit ready/Record keeping
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File /Binder organizing
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Keep calendar of renewals /important dates
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Risk management /documentation
Business compliance/Policy’s/Agency's :
- File w/SOS S Corp
- CSLB & City of SB
- EDD
- WC
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Liability
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Commercial auto
Payroll & employees:
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Payroll records includes journals, 941’s, DE 9, DE 9C, sick pay
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On-boarding new employees, I-9, W4, Application, rate, update pay
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Add or subtract employee garnishments Federal, State & Chid support
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Respond to all state and federal letters and update employees
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Keep current active vs inactive employees & update address for W2’s
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Employee withholding response
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Safety meetings
Accounting:
- Cash flow & money management
- Accounts payable-
- Accounts receivable
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Properly enter deposits
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Reconciliation w/bank statements
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Enter new vendors
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Enter payroll journals
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Add new employees
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Add new contractors
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Data entry
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P & L review
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A/R slow pay
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Keep good records ie: bank statements, credit lines, CC, Vendors
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Monitor bank account for errors / fraud
Internal workings of the company:
- Monitor bid invitations & respond
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Review email, plan package order plan pages
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Read and understand contracts / performance commitment
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Contracts; confirm scope of work & price
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Sign contracts and get bound contract returned
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Respond to contractor/estimator questions
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Estimate writing; construction details, inclusions & exclusions
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Invoicing, estimates & estimate follow up
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Understand the basic details and scope prior to accepting bid invite
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Track retention, understand contractors instruction for applying it and billing it.
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Understand payment requirements from contractors
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Update contracts when Change Orders occur
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File and monitor prelims (including amounts & contractor)