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AREAS OF EXPERTISE:

PRIMARY AREAS OF CONSULTATION AVAILABLE THROUGH XAS

My objective is to serve you, your company or your organization with consultative expertise in professional and executive office administration services and nonprofit management services to enhance your capacity to pursue your mission by providing the following services.

PROFESSIONAL AND EXECUTIVE OFFICE ADMINISTRATION SERVICES

Research, Coordination, Other:

• List Management
• Travel Planning
• Vacation Planning
• On-line Calendars
• Paper Calendars
• Business Services
• Personal Services
• Data Processing
• Bookkeeping

Desktop Publishing:

• Internet Invitations (Evite)
• Paper Invitations
• Writing
• Proof Reading
• Copy Editing
• Newsletter Management
• Ezine Management
• Business Cards

Customer Service:

• Make and Receive Phone Calls and Inquiries
• Send and Receive Email Information and Inquiries
• Process Product Orders
• Register Customers for Events, Classes, Workshops, Seminars, TeleClasses, etc.

Client and Customer Management:

• Create and Maintain Databases for Events, Classes, Workshops, Seminars, TeleClasses, etc.
• Current and Past Client Lists
• Assemble and Mail Client Information Packets
• Send Birthday Reminders
• Process Credit Card Payments
• Process Pay Orders
• Track and Provide Reports for Referrals, Events, Classes, Workshops, Seminars, TeleClasses, etc.
• Mail or Email Birthday, Thank You, Holiday and All Occasion Cards and Gifts

Scheduling:

• Provide Scheduling Via Online Calendar
• Provide Scheduling Via Paper System
• Send Reminders for Appointments, Anniversaries, Special Events, etc.
• Make and Confirm Appointments
• Make Airline, Car Rental, and Hotel Reservations

Voicemail and Email:

• Check Voicemail and Email on Regular Basis or During Vacation(s)

Special Projects:

• Event Planning
• Organize a Home Office
• Organize a Corporate Office
• Monthly Data Entry for Specific Ongoing Projects
• Compile Results Data
• Filing Systems
• Type Hand-Written Resumes
• Research Resources
• Schedule Interviews

NONPROFIT MANAGEMENT

Nonprofits are obligated to be in compliance with regulatory, legal and reporting requirements. These requirements are necessary at the federal, state and local levels. There are one-time applications, annual filings with government agencies, quarterly reporting, and other ongoing practices. It covers a broad range of organizational functions from starting a nonprofit organization, to maintaining the legal status as a nonprofit organization in order to operate legally and remain in compliance. According to C-One, the Center on Nonprofit Effectiveness, an understanding of nonprofit compliance issues is necessary in order to successfully start a nonprofit organization and remain in good standing. Failure to comply may result in fines, penalties, and even the loss of an organization’s tax exempt status. XAS assists nonprofits fulfill these requirements by providing the following services:

Nonprofit Compliance Startup:

• Articles of Incorporation and Bylaws – State
• Solicitation of Contributions Registration Statement– State
• Consumers Certificate of Exemption – State
• Application to Collect and/or Report Tax in State - State
• Application for the Registration of a Trademark or Service Mark – State
• Certificate of Use – State
• Occupational License – State
• Application for Recognition of Exemption and User Fee for Exempt Organization Determination Letter Request – Federal
• Application to Mail at Nonprofit Standard Mail Rates – Federal
• Application for Employer Identification Number – Federal

Nonprofit Compliance Annual Filing:

• Annual Report
• Annual Renewal of Registration
• Annual Federal IRS Form 990
• Return of Organization Exempt From Income Tax
• Employer’s Quarterly Federal Tax Returns Filed Four Times Each Year

SOFTWARE PROGRAMS

• Internet Explorer
• Bellsouth Messenger
• Yahoo Messenger
• Windows Messenger
• Microsoft Works: Microsoft Works Calendar, Microsoft Works Database, Microsoft Works Portfolio, Microsoft Works Spreadsheet, Microsoft Works Task Launcher, Windows Address Book
• Outlook Express
• Microsoft Word
• Microsoft Money
• Microsoft Picture It! Photo
• Microsoft Streets and Trips
• Quicken: Billminder, Quicken 2003, Quicken Deluxe, Quicken Premier Home and Business
• Norton Antivirus
• Windows Update
• Microsoft Outlook, Excel, PowerPoint, Access
• Quickbooks
• Microsoft Windows and Vista