• Intake Coordination 

• Email Management

• Calendar Management (Acuity Scheduling)

• Filing of insurance claims (Simple Practice, Kaiser, Alma)

• Send appointment confirmations and reminders

• Billing Monitoring and Invoice Creation

• Create and update waiting and referral lists

• Graphic Design (Canva)

• Content Creation 

• Content Copy

• Content Scheduling

• Hashtag Research

• Maintenance of General Ledger 

- Daily activity is recorded, organized with a customized Chart of Accounts.

Bank Reconciliations

- Transactions on the books are matched to the banks statements and outstanding checks reviewed.

• Credit Card Activity Recorded

- Credit Card Activity is entered and reconciled. Balances managed monthly.

• Payroll Entries

-  Using payroll reports to record and properly expense employee earnings and taxes paid.

• Monthly Reports

- Monthly conference to review financial statements: Balance Sheet, P&L and Statement of Cash Flow

- Posting Adjusting Journal Entries

• Accounts Payable

- Bill pay service