Service Packages

Stay focused on delivering your best work – we’ve got the rest!

√ Work with our highly trained team based in our offices in Seattle, Washington.

√ Delegate administrative tasks to free up billable hours or personal time in your daily schedule.

√ More productivity provides more profitability and a better work/life balance.

√ Position your firm for steady, long-term growth.

Admin Essentials

Services Include

Letter, Document and Proposal Review
Review written correspondence for accuracy, consistency in formatting, spelling and grammar, references and enclosures
Offer recommendations and incorporate approved revisions
Convert documents and spreadsheets to PDF format and integrate enclosures

Template Development
Send, follow-up and report survey results
Develop and maintain custom document and spreadsheet templates
Automate template features and train your staff on template use

Project Performance Surveys and Client “Thank You” Notes
“Develop customized client specific thank you notes
Collect project close-out testimonials and referrals

Travel Services
Research itinerary options
Book travel and changes to reservations

Phone Reception and Call Forwarding
Answer calls with your company name and customized greeting
Screen and forward calls

Catering Management
Ordering and coordination for catered business meetings and events

Basic Tech Support
Answer questions on common features and use of Microsoft Office Software

Reproduction Coordination
Submit order and information to your preferred provider and arrange for pickup/delivery

Bookkeeping Basics

Services Include

Custom Bookkeeping Set-Up
Create a custom plan based on your needs or industry best practices

Cloud-based Timekeeping
Allocate charges to different projects and tasks within projects – Uniform or variable rates for each project
Track your time down to the quarter hour – Simple time management from your desktop, tablet, or phone

Accounts Payable
Strategic payable management – never miss a vendor payment!
Bill expenses to clients or projects – with or without markup

Client Invoicing and Accounts Receivable
While you manage the day-to-day client relations, we’ll manage invoice delivery and tracking
Notification of payments from clients and past due invoices

Cash Fund Management
Up-to-the-minute financial reports, available 24/7
Easily monitor your firm’s bottom line and overall financial health

Monthly and Year End Closeout Support
Reports to assist Quarterly and Annual Tax Preparation

Premium Support

Services Include

ALL SERVICES OFFERED WITH ADMIN ESSENTIALS AND BOOKKEEPING BASICS PLANS PLUS:

ENHANCED BOOKKEEPING

Credit Card Reconciliation
Allocate individual expenses to clients and projects

Client Follow-up on Past Due Accounts
We coordinate payments so you can focus on the client relationship

PROJECT MANAGEMENT SUPPORT

Project Performance Tracking and Reporting
Monitor project expenses
Compare project estimates to actuals

Earned Value Tracking and Reporting

HUMAN RESOURCES

Consulting on all applicable industry laws and requirements

Professional Engineering License New/Comity Applications

Work+Life+Balance / SeaSaw Services