Services Listing

There may be services you require that are not listed here … please contact us to see how i-Assist can help you

Data entry
Expense Claim processing
Development of Standards / Documentation Review
- Review current internal documents and produce a draft of suggested corporate standards
- Standardise office forms and documents so they all have a consistent “look and feel”
- Validate adherence to “published” corporate standards
- Review formatting and layout to ensure consistency
- Format manuals or workbooks prior to issue to staff or clients
Equipment purchases / returns & servicing
Starting a Business
- Legislative requirements (ie ABN)
- Logo development
- Research and advice on possible premises
- Design and production of marketing materials (ie logo, business cards, letterhead, signage, brochures etc)

Diary and Time Management
- Appointment bookings (medical, dental, golf, restaurants, etc)
- Reminder Services
- Appointment re-scheduling
Board Papers / Reports
- Provide a reminder service to all people tasked with submitting reports
- Ensure all reports are received by the specified date
- Consolidate all reports into the Board Papers
- Print and bind (colour or black & white)
- Distribute Board Reports prior to the schedule date
Personal Shopping for the busy executive
- Research / locate exclusive or hard-to-find items
- Arrange / co-ordinate delivery
- Maintain transaction history
Online Purchasing
- Research options
- Make purchases
- Arrange / co-ordinate delivery
- Maintain transaction history
Special Event Bookings (ie weekends away, concerts, etc)
PC / Laptop configuration review and set-up (ie internet banking, Bpay, etc)

Any combination of services that you require. We encourage you to read our Testimonials and see how we’re helping our Expat clients

Regular collection of mail from our secure Post Office box (provided as part of service)
Open all mail and assess the action required
Preparation of a regular ”Mail Run” email summarising all items received and suggesting action to be taken
Scan selected documents for client review and direction and attach these to the email
Interact with client on urgent / sensitive matters immediately they are identified
Mail / courier original documents / items as instructed

Post dividend / franking credit transactions
Post Buy / Sell transactions
Interact with nominated sharebroker to seek interpretation (if and when required)
Post interest earned / bank fees
Regular reconciliation processes:

Payment of insurances and accounts
Maintain files of all documents
Print required reports (including end of financial year reporting for submission to accountants for taxation purposes)