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For established businesses that need consistent support keeping their financial and administrative side organized and current.
The Sequoia is designed for business owners who already have their day to day operations and customer relationships handled but want experienced support behind the scenes.
QuickBooks & Bookkeeping Support
Ongoing support with QuickBooks and financial record organization within the agreed scope.
Accounts Receivable
Invoice tracking, payment follow up, and keeping outstanding receivables organized.
Accounts Payable
Vendor invoices, payment organization, and maintaining accurate payable records.
Vendor Paperwork
Collection and organization of W-9s, COIs, vendor information, and related documentation.
Contract & Subcontractor Records
Administrative organization and maintenance of contracts, agreements, and supporting documentation.
COI Management
Tracking certificates of insurance and helping keep required documentation current.
Financial & Administrative Organization
Keeping records organized and addressing issues before they become larger problems.
Monthly Review
A monthly review of agreed upon financial and administrative areas to identify anything that needs attention.
Year End & Tax Season Organization
Helping organize financial records and supporting documentation for your CPA or tax professional.
The Sequoia is ongoing support within a defined scope. It does not include phone answering, appointment scheduling, customer service, lead management, or general office management.
I work my own established hours and do not provide after hours or weekend support.
Any work outside of the agreed scope can be discussed and quoted separately.
For established businesses that need consistent support keeping their financial and administrative side organized and current.
The Sequoia is designed for business owners who already have their day to day operations and customer relationships handled but want experienced support behind the scenes.
QuickBooks & Bookkeeping Support
Ongoing support with QuickBooks and financial record organization within the agreed scope.
Accounts Receivable
Invoice tracking, payment follow up, and keeping outstanding receivables organized.
Accounts Payable
Vendor invoices, payment organization, and maintaining accurate payable records.
Vendor Paperwork
Collection and organization of W-9s, COIs, vendor information, and related documentation.
Contract & Subcontractor Records
Administrative organization and maintenance of contracts, agreements, and supporting documentation.
COI Management
Tracking certificates of insurance and helping keep required documentation current.
Financial & Administrative Organization
Keeping records organized and addressing issues before they become larger problems.
Monthly Review
A monthly review of agreed upon financial and administrative areas to identify anything that needs attention.
Year End & Tax Season Organization
Helping organize financial records and supporting documentation for your CPA or tax professional.
The Sequoia is ongoing support within a defined scope. It does not include phone answering, appointment scheduling, customer service, lead management, or general office management.
I work my own established hours and do not provide after hours or weekend support.
Any work outside of the agreed scope can be discussed and quoted separately.