Visual Success, led by Scott Kramer, is a dynamic business that depends on careful planning and clear communication to keep things running smoothly. Specializing in various administrative and organizational tasks, the company focuses on ensuring all aspects of the business run smoothly and efficiently.
Transactions recorded monthly
Emails managed
Accuracy in scheduling
Client satisfaction rate
The Challenge for Visual Success
Scott Kramer needed help managing the administrative tasks required to keep Visual Success running smoothly. From low-cost bookkeeping and email communications to document management and calendar maintenance, Scott required full solutions to simplify these processes without sacrificing efficiency or accuracy, particularly in accounting and tax services.
What did Tasks Expert do for Visual Success?
Tasks Expert provided a holistic service package to address the administrative needs of Visual Success:
- Bookkeeping: Implemented QuickBooks Online and QuickBooks Pro to accurately manage and organize financial data, ensuring that all professional bookkeeping services are up to date and in compliance. Our QuickBooks virtual assistant supports affordable accounting services and outsourced accounting services for small businesses, making high-quality financial management more accessible.
- Email Management: Handled incoming and outgoing communications, ensuring that all inquiries and correspondences were organized and responded to promptly, thereby maintaining high operational efficiency.
- Document Management: Utilized DevonThink for robust document management, keeping all relevant business documents secure and easily accessible.
- Calendar Management: Maintained Scott’s calendar meticulously, scheduling appointments and important dates with precision, thus avoiding any overlaps or scheduling conflicts.
The Results of Visual Success
- Streamlined Bookkeeping
- Enhanced Communication Efficiency
- Optimized Document Handling
- Flawless Scheduling
- Continuous Support
- Extended Services
UK: +44(203)996-1032
AU: +61(290)984-873