Phase One Business Services

484-322-5284

CLOSED NOW - Opens at 9:00am

Phase One offers clients assistance in completing administrative, financial and project management tasks. We are certified in various accounting, sales and project management software. We work with clients on site and remotely, in order to stay on top of client projects. Our bookkeeping services are tailored to meet each of our client’s needs. Some of the services we provide are: Financial services include - • Review of current financial database • Accounts payable • Accounts receivable • General ledger • Reconcile bank statements • Payroll (monthly, quarterly, yearly) • General financial reports • Cash flow analysis • Budget preparation and maintenance We offer outsourced project management tasks such as planning, controlling, scheduling and tracking for small and large scale projects. Phase One also assists with administrative tasks such as      • Email Management/Filtering •  Booking appointments with clients • Following up with clients/customers (sending thank you and other reminder emails) • Receptionist duties (answering occasional calls) •  Calendar Management • File Management •  Database building (eg. updating email or contact lists on your CRM) •  Research on certain topics for blogposts, newsletters or others • Personal errands (purchasing gifts for loved ones / family members online) • Hotel and Flight Booking • Transcription (transcribing voice mail, video or audio, podcasts etc.) • Taking down minutes of meetings • Creating basic reports (reports on weekly tasks, deliverables, sales) • Preparing Slideshows (Powerpoint Presentations) • Liaison between you and other team members