Patricia R.

With a DUT GEA (Business and Administration Management) degree with a finance and accounting option, a year of accounting expertise, and many years of experience in administration, management, and accounting, I offer my expertise to companies, artisans, merchants, and accounting firms overwhelmed by administrative tasks.

Through my various experiences, I understand the technical aspects of the work and the daily reactivity required.

My overall vision is to support leaders by freeing up their time so they can focus on their core business. I want to help them grow their business while reducing their mental load.

I offer flexible and human-centered support tailored to your expectations and requirements. By outsourcing these tasks, I intervene for the duration you need, regularly or occasionally. Together, we define the missions to be accomplished.

Here are my services and the file you will receive:

- Entry and sorting of your organized digital documents and supporting documents (by year-by-month-supplier-client) (customer and supplier invoices, expense reports, statements…)

- Creation and tracking of quotes and invoices with legal notices in Excel or PDF format

- Organization of digital files and tracking spreadsheets adapted to your business in Excel or PDF format

- Consistency check (dates, amounts, descriptions) and verification against your bank statement to ensure you have all necessary accounting documents

- Request for missing documents from the relevant organizations

- Customer file tracking

- Supplier file tracking

- Account reconciliation

- Organization of a digital file ready for transmission to your accountant

- Support for the electronic invoicing reform

During the first contact, I gather the necessary information to offer you solutions adapted to your request.

Patricia from ELYAM Services