Contact Information:
Sandra Martin           609-458-8985       Sandra@SOSProcesses.com
A Systematic Office
is methodical,
designed according
to a plan
and not casually
or at random
streamlines business
systems that boost
profitability.
  • Financial review including budget vs. actual
  • Creation of budgets determinate on business goals
  • Customize Chart of Accounts for better financial reporting
  • Perform Bank Reconciliations and monthly financial review
  • Design financial process including cash flow and entry automation
  • Initiate/maintain payroll services and payroll entries
  • Forensic review of prior years to provide accurate analysis/budgets
  • Educate owner to review financial statements and perform regular M/Q/Y closing.
    FINANCIAL SERVICES
  • Analyze & Implement Customer Relation Management (CRM) Software
  • Contact compilation and categorizing to better facilitate marketing efforts
  • Create CRM plan to maintain accuracy of information and updates
  • Create marketing materials such as postcards, email blasts, and greeting
    cards
  • Review marketing efforts and create Return on Investment (ROI) analysis
    worksheet
  • Create plan of marketing efforts to facilitate goals & budgets
  • "SendOutCards" services to maintain contact with clients & prospects
    SALES & MARKETING
  • Design processes and document that streamline work flow for the team
  • Revise/Create Procedure Manuals that provide consistency
  • Revise/Create Employee Handbooks that provide protection for company
  • Revise/Create Human Resource forms that provide accurate payroll records and required review
    information
    MANAGEMENT
  • Training on software to provide better team efficiency - provide tips &
    tricks that pertain to usage
  • Customize software based on particular company usage
  • Analyze all software/tools and make recommendation to purchase or
    upgrade based on companies needs and budgets
    SOFTWARE/TOOLS
All the services listed above are just a sampling of those provided.

All services will be completed and designed based on individual company needs.
FREE 1 HR CONSULTATION
ANALYSIS
of your needs
IMPLEMENTATION
of processes
EDUCATION
for confidence