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Helpful Services 

Accounting

Administration

General 

  • Calendar and scheduling management

  • Email setup, support and management

  • Business event and travel coordination

  • Document preparation

  • Proofreading and editing

  • Report building

  • Cloud based filing and maintenance

  • Social Media content creation

  • Onboarding new clients

  • Maintaining client files

Online Tutoring

Administration

Client & Staff/ Contractors

  • Customer service support

  • Client liaison and support

  • CRM system set up and management

  • CRM updating & support

  • Client & customer support and communication

  • Team coordination and management

  • Setting up and maintain individual processes & procedures

  • Creating and implementing training manuals

  • Staff training

Human Resources

  • Recruitment assistance

  • Operations management

  • Resume sorting and reference checking

  • Creating and implementing training manuals

  • Staff training

Laptop and Paperwork

Accounts

  • Invoicing & reconciling

  • Accounts payable and receivables

  • Data entry

  • Debt collection

  • Financial statements

  • Payroll

  • Assistance in Tax Return preparation

  • Onboarding new clients

  • Maintaining client files

Vertical File Cabinet
Typing on the Computer

NDIS

Admin & Claiming

  • Creating NDIS bulk uploads from databases & contractor documents

  • Claiming from Proda via csv files & individual claims

  • Checking and errors and correcting claims where possible

  • Creating Medicare claims (via providers portal)

  • Creating and sending invoices for plan and self managed clients

  • Reconciling payments from plan & self managed clients

  • Reconciling payments for agency managed clients

  • CRM system set up and management - new clients and amending existing

  • Setting up and sending service agreements

  • Creating service bookings in Proda

  • Assisting with document and form creation including or NDIS Audits

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What My Clients Say

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Lyn

I can’t think of anyone better suited than Louise to guide and assist new business owners to optimise their opportunities.  Those seeking to improve an existing business will quickly recognise her ability to evaluate current processes and where necessary streamline them resulting in efficient changes that are reflected in a boost to the bottom line. Lou and I worked together for over 10 years and she was always willing to go the extra mile to ensure everything ran smoothly. Louise excelled at writing training manuals so everyone in our company was well informed and working to capacity without feeling undervalued, and selecting the right people for the right position and recommending promotion where it was most deserved. Her capacity for hard work, sound organisation and natural intelligence are faultless as is her trustworthy nature. 
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