Scope of Services
Check Support Services
Bookkeeping & Administrative Support for Growing Businesses
Welcome — and thank you for your interest in Check Support Services. We provide bookkeeping and administrative/virtual assistant support designed to help business owners stay organized, informed, and focused on what matters most. Whether you need someone to keep your books in order, manage your inbox, or handle the day-to-day tasks that pile up, we're here to be a reliable extension of your team. This document outlines the full range of services we offer so you know exactly how we can support you.
Bookkeeping Services
Our bookkeeping services are built to maintain accurate, organized financial records that help you understand your financial position and make informed decisions. The goal is straightforward: ensure every transaction is properly recorded, reconciled, and reported — so you always know where your business stands.
SCOPE OF WORK INCLUDES
Monthly Maintenance
Categorizing transactions, reconciling bank and credit card accounts, and preparing monthly financial reports using QuickBooks Online (QBO) or Xero.
A/R Management
Creating and sending invoices, tracking payments, following up on overdue balances, and maintaining accurate customer records.
A/P Management
Entering vendor bills, scheduling payments, tracking due dates, and maintaining vendor records.
Clean-Up Projects
Catching up historical data, correcting errors, restructuring the chart of accounts, and verifying prior periods.
New QuickBooks User Setup
Creating a new QBO file, customizing the chart of accounts, setting up products/services, connecting bank feeds, and configuring settings.
Payroll Coordination
Liaising with payroll providers, recording payroll journal entries, and verifying tax liabilities.
Sales Tax Tracking & Filing Support
Monitoring taxable sales, preparing reports, and assisting with filing schedules.
Tax Prep Services
Preparing year-end financials and documentation needed for tax filing.
Tax Filing (No Audit Protection)
Filing business tax returns based on provided financials; audit support is not included.
Monthly Financial Review
Providing client summaries and insights on income, expenses, and cash-flow trends.
DELIVERABLES
Monthly or quarterly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
Clean-up summary and recommendations (if applicable)
Accurate, compliant, and up-to-date financial records
Administrative / Virtual Assistant Services
Our administrative and virtual assistant services provide flexible, behind-the-scenes support that keeps your business organized and running smoothly. These tasks free up your time so you can focus on growth, operations, and client relationships — while the details are handled with care.
SCOPE OF WORK INCLUDES
Inbox & Calendar Management
Organizing emails, scheduling appointments, and maintaining communication flow.
Scheduling & Calendar Coordination
Managing appointments, reminders, and availability across platforms.
CRM Updates & Data Entry
Keeping client and project information current and accurate.
Document Creation & Organization
Managing files and templates in Google Drive, Canva, and Docs.
Proofreading & Document Review
Ensuring accuracy, clarity, and professionalism in written materials.
SOP Documentation & Process Tracking
Creating and maintaining standard operating procedures for recurring tasks.
Customer/Client Services
Responding to inquiries, sending updates, managing follow-ups, and supporting client communication.
Social Media Management
Creating posts, scheduling content, monitoring engagement, and maintaining brand consistency.
Event Management
Coordinating logistics, communication, scheduling, and planning for events or meetings.
Travel Coordination & Management
Booking flights, lodging, transportation, and preparing itineraries.
Real Estate Listing Coordination
Preparing listings, scheduling showings, managing documents, and communicating with clients or agents.
DELIVERABLES
Organized systems and documentation
Weekly or monthly progress summaries
Clear communication and consistent administrative support
Check Support Services | Scope of Services | May 2026