Admin
Intake and task administration
New-client intake, task lists and follow-ups run for you, so nothing waits on someone remembering.
Administrative services - British Columbia and Alberta
The back office, handled.
Intake and task administration, deadline calendars, documents and records, paper turned into organised digital files, and software - including AI tools - set up properly and handed over in working order.
What we do
Admin
Deadline calendar and reminders
Your filing, renewal and reporting dates in one calendar, with reminders ahead of each. A reminder is not a filing: you or your accountant still file.
Records
File structure review
A look at how your files are organised today, and a written structure and naming convention your whole team can follow.
Records
Paper to digital
Scanning, renaming to the agreed convention, and entering the information where it belongs.
Systems
Software setup
Xero, payroll setup with your provider, Google Workspace, email, website and hosting, configured and documented.
Systems
AI implementation
Choosing the AI tools that fit the work, setting them up, and writing the rules for what data goes in, so sensitive information stays out.
AI set-up and implementationHow it works
Look
A short call and a look at how things run today.
Quote
The work is scoped and quoted in writing before anything starts.
Do
We do the work, on a schedule you can see.
Hand over
Everything is documented, so it keeps working after we step back.
How it is charged
All pricingHourly
By the hourAdministrative support: intake, tasks, calendars, records, scanning and data entry. Quoted in writing.Monthly
The admin deskA block of hours each month, booked ahead, at a flat fee capped in writing. Month-to-month.Projects
Fixed priceSoftware and AI implementation, scoped and quoted as a fixed price in writing.
What we will not do
- File with CRA or any government body on your behalf. Reminders, yes; filing, no.
- Keep your passwords. You stay in control of your own accounts.
- Put identifying client data into AI tools without removing it first.
- Give tax, legal, assurance or investment advice. Reeve Business Solutions Inc. is not a CPA firm.
Start here
Tell us what is piling up.
A short note on what takes too much of your week is enough to start. We reply with what we would do and a written quote.