Bid & Proposal Preparation
Writing detailed estimates, breaking down labor/material costs, and submitting competitive bids.
Invoicing & Payment Tracking
Creating invoices, sending them promptly, and following up on overdue accounts.
W-9 & 1099 Support
Preparing and issuing contractor tax forms in compliance with IRS requirements.
Contract & Document Management
Drafting and organizing contracts, permits, licenses, and insurance certificates.
Scheduling & Calendar Management
Coordinating project timelines, subcontractor schedules, and client appointments.
Email & Communication Handling
Managing inquiries, sending project updates, and keeping communication professional.
Database/CRM Management
Maintaining up-to-date client records, project notes, and follow-up reminders.
Account Setups
Creating and organizing tools such as Google Drive, Dropbox, and email accounts for streamlined operations.
Template Creation
Designing custom forms, letters, and document templates for estimates, proposals, and client communications.
Notary Services
Providing certified document notarization for contracts, affidavits, and other official paperwork. (In-person only)
