My service company is growing quickly, so I’m centralising a range of back-office duties into one streamlined workflow. Day-to-day you’ll be inside QuickBooks (or a similar cloud ledger) entering every transaction and closing each month with clean bank and card reconciliations. In the same rhythm, invoices and quotations must be produced, sent, and followed up so cash flow stays predictable. Employee records live in One Drive at the moment; they need to be migrated into a tidy virtual filing structure and then kept current. Each folder must show the latest personal details, historical documents, plus ongoing performance notes so I can pull up a complete file at a moment’s notice. Because payroll runs depend on that data, accurate updates are non-negotiable. Appointment setting is the front line of our client experience. Calendar slots, confirmations, and reminders should be handled inside Google Calendar (synced to mobile) with zero double-booking. For clarity, the core deliverables are: Must be able to speak, read and write in English Make phone calls when required • Data entry of all transactions and monthly account reconciliation • Prompt generation of invoices & quotations • Digital filing of employee records, including maintaining records, updating personal information, and tracking performance • Calendar management and appointment scheduling with reminders • Preparation of payroll inputs so salaries go out on time Knowledge of Microsoft power automate Work is fully remote, communication is through Slack and weekly video check-ins, and confidentiality is critical. If you have the organisational mindset to keep these moving pieces in sync, I’m ready to hand over access and a clear set of SOPs.