Accounting/Bookkeeping (AM)

LOB: Landscaping Business

1. Admin & QuickBooks Help
   • Entering bills into QuickBooks Online
   • Updating vendor information
   • Marking items as paid and keeping QuickBooks accurate and current
   • Helping with job costing so project costs are properly tracked
2. Taking Work Off Sydney’s Plate
   • Handling the repetitive data entry and “inputting work”
   • Doing the small admin tasks that often get forgotten or pushed to the next week
   • Freeing Sydney to:
     • Spend more time on marketing
     • Communicate with customers about project status
     • Focus on collecting payments and staying aware of where projects are
3. Call Handling & Lead Screening
   • Answering incoming calls, especially:
     • During busy season
     • On weekends, when calls now wait until Monday
   • Screening potential clients before estimates, so Austin and his brother don’t waste time on poor‑fit jobs
   • Setting up appointments/estimates for Austin, his brother, or Sydney
4. Customer Reviews & Follow-Up
   • Reaching out to customers to get reviews
   • Following up with leads and past prospects so opportunities aren’t lost