For the owner with a fuller client schedule who wants consistent help across several parts of the day to day.
If several parts of your day-to-day operations need attention, Thrive creates more room for consistent support with enquiries, bookings, onboarding, records, recurring administration and everyday Xero bookkeeping.
Support could include
Manage agreed inbox replies and flag decisions for you
Coordinate bookings and client communication
Keep onboarding steps, forms and client records moving
Help with recurring admin and agreed accounts tasks
Reconcile bank transactions in Xero
Allocate transactions according to agreed rules
Prepare and send customer invoices
Follow up overdue accounts professionally
Produce straightforward accounts reports
How we begin
We’ll talk through your business on a free Connection Call, choose the tasks that will make the biggest difference and agree on what fits within your monthly hours. You will know what I am handling and when something needs your decision.