Services

At Furman Business Assist, we offer flexible bookkeeping and administrative support services based on your budget and financial goals—whether for your business or personal needs. We can manage your books and admin tasks on a daily, weekly, or monthly basis.

Our team will collaborate with you to create a customized plan that fits your unique operations. As your business evolves, our services can scale with you—whether you're growing or streamlining. Choose from individual services or opt for an all-inclusive package, so you can stay focused on running your business while we take care of the back office.

BOOKKEEPING

Accounts Receivable

Invoicing & Billing – Create and send invoices to clients/customers.
Customer Payment Tracking – Monitor outstanding invoices and track payments received.
Collections & Follow-ups – Send reminders and follow up on overdue payments.
Deposit Recording & Reconciliation – Match customer payments to invoices and reconcile with bank deposits.
AR Aging Report Management – Generate and review AR aging reports to track outstanding balances.

Accounts Payable

Vendor Bill Processing – Record and categorize vendor invoices for accurate expense tracking.
Bill Payment Management – Schedule and process vendor payments while maintaining cash flow control.
AP Aging Report Management – Track outstanding vendor invoices and due dates to avoid late fees.
Expense Reconciliation – Match vendor bills with purchase orders, receipts, or contracts for accuracy.
Recurring Payments & Subscription Management – Track and manage recurring payments for software, leases, and utilities.
Vendor Account Reconciliation – Verify vendor balances to avoid duplicate payments or missed credits.
Expense Reporting & Employee Reimbursements – Process employee expense reimbursements and ensure proper documentation.
1099 Tracking & Vendor Compliance – Maintain vendor records and prepare for 1099 reporting.
1099 Processing & Filing – Prepare and file 1099 forms for eligible vendors to meet IRS deadlines

Transaction Categorization, Reconciliation, Financial Statement Preparation

Prepare monthly financial reports that reflect your business’s performance and financial position

Review and categorize financial transactions
Ensure expenses and income are accurately recorded for financial statement consistency
Reconcile bank and credit card accounts to match financial records with statements
Send monthly transactions to client to review, add notes or updates to transaction categorization

Payroll & Contractor Pay

Payroll Processing – Calculate and process employee and contractor wages and salaries
Direct Deposit & Check Processing – Set up and manage employee direct deposits or physical checks.
Employee/Contractor Onboarding & Payroll Setup – Set up new employees with payroll systems, tax forms, and direct deposit
Time Tracking – Integrate and reconcile employee work hours with payroll processing
Payroll Journal Entries – Record payroll expenses and liabilities in the accounting system
Retirement & Benefits Contributions – Track and remit employee retirement and benefit contributions within payroll journals
employee reimbursements and travel per diem

ADMINIDTRATIVE SUPPORT

Executive & Administrative Management

Executive Assistant Services – Providing high-level support for executives, including task management and strategic assistance.
Calendar and Email Management – Organizing schedules, appointments, and email correspondence to improve efficiency.
Meeting Prep and Follow-Up – Organizing agendas, taking minutes, and ensuring follow-up actions are completed.
Travel Arrangements and Scheduling – Coordinating flights, accommodations, and itineraries for business travel.

Document & Information Management

Document Preparation and Organization – Creating, formatting, and organizing important business and personnel documents.
Filing System Management – Implementing and maintaining structured filing systems for easy access to records.
Standard Operating Procedures (SOP) and Manual Development – Creating detailed guidelines to standardize business processes.

Data & Systems Management

Data Entry and Database Management – Ensuring accurate and up-to-date business records.
Website Management – Updating and maintaining business websites for seamless online operations.
Digital and Physical Document Filing – Organizing and maintaining both electronic and hard copy files for streamlined access and compliance.

Client & Project Support

Customer Support – Managing client inquiries and providing professional communication support.
Project Management/Coordination – Streamlining workflows, assigning tasks, and tracking progress to keep projects on schedule and aligned with business goals.

Organizational Support

Document Preparation and Organization – Structuring and formatting key documents to ensure clarity, accessibility, and compliance.
Filing System Management – Designing and maintaining organized filing systems (digital and physical) for quick retrieval and secure storage.

VIRTUAL ASSISTANT

Looking for an all-in-one solution to keep your business on track? FBA’s Virtual Assistant Services combine expert bookkeeping and top-tier administrative support into one seamless package. From balancing your books to managing calendars, organizing documents, and supporting daily operations—we handle the back office so you can focus on growing your business.

CLIENT FOCUS

Small Businesses

Tailored solutions for small businesses to manage finances effectively and drive growth.

Medium-sized Businesses

Partnering with medium-sized businesses to streamline operations and enhance financial management.

Entrepreneurs

Supporting entrepreneurs in organizing financial records and optimizing operational efficiency.

Freelancers

Assisting freelancers who need outsourced bookkeeping and administrative tasks to focus on their core work.

Nonprofit Organizations

Dedicated services to help nonprofit organizations operate smoothly and make informed decisions.

Feeling overwhelmed by your business finances and everyday task? Let Furman Business Assist handle your bookkeeping and back-office tasks, so you can focus on what matters most.
Reach out today!