Phoenix Legacy Group

Phoenix Legacy Group provides many services to support you in your business and personal life. This is a sampling below. If the service you’re looking for is not in the list, reach out to us.

OFFICE ADMINISTRATION SERVICES  

Email processing – includes daily email retrieval from general company email account. Emails will be sorted and essential emails will be forwarded; Nonessential emails will be discarded.   

Customer complaint services – answer complaint emails directly or forward to appropriate person. After complaint is settled, will follow up with a customer service call.

Concierge service – run any errand up to 5 hrs. per month, including dry cleaning p/u, airport service, etc.          

Travel accommodations scheduling – schedule reservations for flights, hotels, car rentals, and restaurants.        

Office address set up – establish office address for mail pick up. in the initial month will send out change of address notifications to all clients/customers, employees, state entities, and vendors.

MailBox Etc address fee – rental fee included for length of contract

Office mail processing – process all incoming mail. will scan and email all essential mail for your review. discard all nonessential mail.  

Company bank account services – manage the set up of expense checking account, payroll checking account, company savings account, and up to two additional accounts.        

Document storage – filing cabinet assigned specifically to your business to and all documentation filed in an organized fashion and stored for future access.  

ACCOUNTING SERVICES         

Quickbooks – set up quick books accounting system for general accounting.          

Quickbooks subscription fee – subscription fee for length of contract included.      

Itemized accounting – create database for line item accounting., following standard accounting line items for budgeting and tax filing purposes.            

Monthly profit & loss – prepare monthly P&L statements by the 5th of each month.         

Monthly, quarterly, & annual expense reports – prepare reports in line item format to show expenses by category.       

Accounts payable – track, process, and pay all invoices on time.      

Accounts receivable – track and manage all receivables, deposit payments.            

30/60 past due notifications – assist in the collection of 30 and 60 day past due clients. each notification and follow up call will be documented for your review. collection beyond 60 days by other.           

Business banking reconciliation – reconcile and balance up to 5 bank accounts each month.         

Budget reconciliation – track expenses and report all overages and surpluses.        

Budget strategy and planning – create quarterly budget strategies and report on monthly and quarterly compliance.     

Customer sales tracking – maintain a database of each client’s receivables, allowing you to determine which clients are the most profitable.   

Employee sales tracking – maintain a database of receivables related to each employee or contractor, allowing you to determine which employees are the most productive.

Check processing – cut checks as required for no additional fee.      

Tax preparation – prepare all required document for annual accountant meeting in October and again at year end. Will sit in on meeting for strategy purposes.      

Petty cash tracking  – if required, track petty cash transactions and settle employee reimbursements.     

Postage – any postage required for your business is included.          

PAYROLL SERVICES     

Quickbooks – set up payroll system for payroll and tax withholding accounting.     

Quickbooks subscription fee – subscription fee for length of contract included.      

Payroll tax accounting – set up tax withholding direct deposits for federal, state, FICA, FUTA, and state unemployment agencies.         

Payroll processing and distribution – process bimonthly payroll for employees and 1099 contract employees.    

Payroll records management – collect initial I-9 and annual W4 payroll forms. collect required 1099 forms. keep digital and original copies in organized file.

PTO tracking – track and record all paid time off.      

Payroll matrices – establish payroll matrices for every employee to include all hard costs related to an employee.          

W2 and 1099 filings – prepare and distribute annual tax filings for W2 and 1099 employees.        

Payroll tax filing – file and pay all payroll taxes on time as directed by federal and state agencies.

ADDITIONAL SERVICES

Executive assisting – as per needed by contract

Concierge services – as per needed by contract

Event planning – by contract

Event support – by contract

Receptionist services – include phone line and forwarding by contract

Social media management – by contract

Graphic design & marketing projects – by contract

Media services – audio/video editing and production by contract

Website design and management  – by contract

Phoenix Legacy Group also provides a myriad of healing services for individuals, families, and groups.

EPIC REVELution is a day-long event that involves meditation, interactive play, body movement, processing, and art.

MINI REVELution is a 30-day group program focused on a specific topic each month; includes a daily (Mon-Fri) 3-to-5-minute training video, homework assignments relevant to that month’s topic, and private forum.

MEGA REVELution is a 13-week group program that includes day-long introductory event, weekly trainings (60-to-90-minutes) via Zoom, homework, private online course and forum, quarterly event, one private EPIC REVELution for that group’s participants, 24/7 email contact throughout program, Phoenix Touch sessions at 50% discount

GRAND REVELution is an annual, 3-day event bringing together all EPIC Sensitives for healing, networking, and co-creating the future we want to live

EPIC REVELutionary Retreat is a week-long, all inclusive, private retreat focused on specific themes

Phoenix Touch is a 90-minute hands on energy healing session

Schedule a Connecting Call with The Phoenix to discuss your needs and design a package that matches those needs: