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Book Keeping

Typical tasks in bookkeeping include:

Recording invoices and bills

Tracking expenses and income

Reconciling bank statements

Managing payroll records

Preparing basic financial reports

Call Handling

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

Chasing Debtors

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)

Email & Diary Management

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

Spreadsheet creation

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)

Social Media Management

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