Our Services
Administrative & Payroll Services
- Payroll processing using ADP, Paychex, QuickBooks
- Initial bookkeeping support and document preparation for accountants
- Monthly sales and expense reports for business owners
- Collecting and archiving HR document signatures (NDAs, policies, etc.)
Inventory & Documentation Support
- Inventory management: remote (online) and on-site
- Organizing and decluttering operational/business documents (digital & in-person)
- Structuring cloud folders and retention standards
Product Ordering & Vendor Communication
- Ordering retail, backbar (professional) and supply products
- Vendor coordination and day-to-day communication
- Opening new vendor accounts on behalf of the client
Software & System Support
- System management & configuration (e.g., MindBody, GlassGenius)
- Adding/updating services and products; price updates & promotions
- Refund processing & creating purchase orders (POs)
- Troubleshooting technical issues
- Performance and financial report generation
- Updating product and service pricing on the website
A La Carte Services
- Payroll setup & processing (ADP, Paychex, QuickBooks)
- Employee onboarding (I-9/W-4, policy signatures, e-sign)
- NDA & policy signature collection
- Monthly / quarterly reporting packs
- Sales tracking & reconciliation
- Expense categorization (bookkeeping support)
- Vendor communication & account setup
- Retail/backbar/supply ordering
- On-site inventory counts
- Digital inventory management
- Document organization & archiving (cloud/on-site)
- MindBody / GlassGenius configuration
- Service/product library maintenance
- Price adjustments & promotions
- Purchase orders (PO) & returns processing
- Website updates (services, products, pricing)
- Staff scheduling support (framework & templates)
- Timecard review and corrections
- Loyalty programs / gift cards & packages setup
- Compliance & license tracking (business)