pivotal insight solutions
Pivotal Insight Solutions offers a simple, flexible solution for busy individuals and growing businesses in need of task support without the commitment of hiring full-time staff.
administrative tasks
Pivotal Insight Solutions streamlines your workload with comprehensive administrative support. From managing calendars and emails to planning travel and events, we handle the details so you can focus on your business. Our team drafts correspondence, coordinates meetings, conducts research, and keeps track of supplies and inventory. We also create reports, craft presentations, manage files, update databases, and maintain websites. Plus, we engage with your audience through social media and offer English-Spanish translation services, all while keeping your office organized.
bookkeeping
w/quickbooks
online
Pivotal Insight Solutions simplifies your financial management with a suite of services. We handle deposit entries, payment processing, and invoice management. Our team prepares and distributes estimates and invoices, tracks reimbursable expenses, and manages bill payments. We diligently follow up on past-due accounts and reconcile all bank and credit card accounts. At year’s end, we prepare all necessary documents for your accountant, ensuring a smooth financial close.
human
resources
Pivotal Insight Solutions enhances your HR operations with essential services. We manage basic recruiting, maintain personnel files, and develop company policies. Our team coordinates payroll through systems like QuickBooks, oversees employee benefits, and tracks paid time off, streamlining your human resources processes.
social media
management
Pivotal Insight Solutions offers dynamic social media management services tailored to enhance your brand’s online presence. Our team expertly crafts and schedules engaging content, monitors social media activity, and interacts with your audience to build strong community connections. We ensure your message resonates across platforms, driving growth and fostering lasting customer relationships.
Administrative
Tasks
- Calendar Management
- E-mail Management, Filtering & Filing
- Travel & Event Planning
- Drafting of Correspondence
- Coordinating Meetings with Clients & Business Partners
- Internet Research
- Placement of Supply Orders & Inventory Tracking
- Creating Basic Reports
- Preparation of Powerpoint Presentations
- File Management (e.g. via Dropbox or Google Drive ONE DRIVE)
- Database Building, incl. E-Mail & Contact List Updates
- CRM MANAGEMENT
- ANSWERING PHONE CALLS
Bookkeeping
Quickbooks Online
- Deposit, Payment & Invoice Entry
- Estimate & Invoice Preparation & Distribution
- Reimbursable Expense Tracking
- Bill Payment
- A/R
- A/P
- REPORTS
- Reconciling of all Bank & Credit Card Accounts
- Preparation of Year-end Documents for the Accountant
Human Resources
tasks
- Basic Recruiting
- Maintenance of Personnel Files
- Company Policy Development
- Payroll (e.g. via Quickbooks)
- Employee Benefits Coordination
- PTO Tracking
Social Media
Management
- content creation
- lead generation
- scheduling
- post management
- simple website designing
With our skills and experience we are able to handle most business needs, if there is a service you do not see that you need, just ask us!
PRICING
Pay As You
Go
$45.00
P/H
Hours are provided as needed and billed on a weekly basis.
Ten Hours
Fixed
$450.00
Ten hours of service are prepaid for and provided as needed.
Monthly
Retainer
$40.00
P/H
A set, recurring number of hours is provided and prepaid for monthly. (MIN OF 20HRS
PER MONTH)
Project Price
$$$
A one-time project package with a predetermined set of deliverables is provided.
