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Typical tasks in bookkeeping include:
Recording invoices and bills
Tracking expenses and income
Reconciling bank statements
Managing payroll records
Preparing basic financial reports
Typical call handling tasks include:
Answering calls promptly and politely
Directing calls to the appropriate person or department
Taking detailed messages when necessary
Handling basic customer queries and providing information
Following up on calls when needed
Maintaining confidentiality and professionalism at all times
Typical tasks involved in chasing debtors include:
Reviewing accounts to identify overdue invoices
Sending polite reminder emails or letters about outstanding payments
Making follow-up phone calls to discuss overdue accounts
Agreeing on payment plans where necessary
Updating records to track communication and payment status
Escalating persistent non-payers to management or external collection agencies (if required)
Typical Tasks Email & Diary Management
Scheduling appointments, meetings, and calls
Sending calendar invites and confirming attendance
Setting reminders for important events, deadlines, and tasks
Rescheduling or cancelling appointments when needed
Managing recurring meetings and coordinating availability with multiple parties
Planning daily, weekly, or monthly agendas to maximise productivity
Preparing schedules for travel, conferences, or business events
Typical Spreadsheet Tasks
Designing new spreadsheets tailored to specific business needs (e.g., financial tracking, project management, customer databases)
Setting up templates for regular use (such as invoice trackers, expense logs, or staff rotas)
Entering and organising data accurately into clear, logical formats
Formatting spreadsheets for readability (using headers, colour coding, filters, and conditional formatting)
Typical Social Media Tasks
Creating and scheduling posts across platforms (e.g., Facebook, Instagram, LinkedIn, X/Twitter)
Monitoring comments, messages, and mentions to ensure timely responses
Engaging with followers by liking, commenting, and sharing relevant content
Growing followers organically through active community management and targeted content
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