Inbox + Calendar Management
Document + Form Creation
File Organization (Google Drive, Dropbox, etc.)
Task + Project Tracking (Asana, ClickUp, Trello, Monday.com)
Proofreading + Editing
Client Scheduling + Follow-Ups
Contract + Proposal Preparation
Data Entry + Database Maintenance
Systems Setup + Optimization (ClickUp, Dubsado, Notion, Asana)
SOP + Workflow Creation
Team Onboarding + Coordination
CRM + Automation Management
Project Oversight + Progress Tracking
Vendor + Contractor Management
Internal Operations Streamlining
Executive-Level Admin Support
My Monthly Retainer Package is perfect for clients who have a consistent need for my services. With this package, clients can purchase a set number of hours per month at a discounted rate. This package is ideal for clients who have a predictable workload and want to save money by committing to a certain number of hours per month.
This package also includes priority scheduling and a dedicated point of contact to ensure that all their needs are met. This package is perfect for businesses that want to ensure they have a dedicated team to handle their workloads, without the need to worry about additional costs or finding new resources.
My Pay-As-You-Go Package is the perfect solution for clients who need flexibility in their service usage. With this package, clients can purchase a certain number of hours in advance and use them as needed. There is no long-term commitment required, and clients can purchase more hours whenever they need them.
This package is ideal for those who have varying service needs or for those who are unsure of how many hours they will need in a given month. Clients can purchase hours in increments of (3, 5, 10) hours at a time, and the hours never expire. This package is perfect for clients who want to pay for only the services they need and when they need them.
Monthly Bookkeeping Done Right
Keep your finances crystal clear with professional monthly reconciliation that gives you peace of mind.
What's Included:
Complete monthly reconciliation of your business accounts
Every transaction matched, reviewed, and verified
Smart categorization that makes tax time a breeze
Monthly accuracy reports delivered to your inbox
Clean, organized records you can actually understand
Simple, Transparent Pricing:
$150/month for your first account (up to 50 transactions)
$25/month for each additional account
Account Setup – $250 one-time
Proper setup done right the first time.
Catch-Up Reconciliation – $150/month
Bring past months up to date quickly.
Cleanup Reconciliation – $200/month
Fix messy books and start fresh.
Profit & Loss Report – $25 per report
Clear insights delivered when you need them.
Account Health Check – $125 one-time
Review, fix, and optimize your bookkeeping setup.