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Let's Work Together
If your business feels harder to manage than it should, the issue usually isn’t effort — it’s structure.
I help service-based business owners clean up the backend, build systems that actually stick, and reduce how much the business depends on them being everywhere at once.
Operations & Systems Audit — $300
If things feel messy but you’re not sure what actually needs fixing, this is where we start.
This audit gives you clarity on what’s working, what’s slowing you down, and what can be simplified or automated so you’re not constantly putting out fires.
What this includes:
A 60-minute call where we walk through your current tools, workflows, and processes
Identification of bottlenecks, gaps, and inefficiencies
Clear opportunities for automation or simplification
A written summary outlining what to fix first and what can wait
You’ll leave knowing exactly what your business needs next.
Systems & Workflow Implementation
For businesses that need structured setup without ongoing support.
This is a good fit if you know what needs to be built, but don’t want a long-term retainer.
Examples include:
Client onboarding workflows
Internal process setup
Systems cleanup and documentation
Automation builds
Project scope and timeline are defined upfront.
Ongoing Operations Management Retainers (OBM)
Monthly retainer support designed to stabilize your operations, improve execution, and reduce how much your business depends on you day to day.
Backend Support — $1,500 / month
Best for stabilizing operations and creating clarity.
Includes:
Workflow cleanup and organization
Backend operations coordination
SOP creation and updates
Tool recommendations
Light implementation
Operations Management — $2,500 / month
For businesses ready to reduce daily founder involvement.
Includes:
Everything in Foundations
Team workflow alignment
Project management and coordination
Hiring and onboarding support
Automation builds
Ongoing systems improvements
Strategic Operations Partner — $4,000 / month
For established businesses that need high-level operational partnership.
Includes:
Full operations oversight
Team management and accountability
Delegation structure and enforcement
Decision support
Priority access
Virtual Assistant Support
This support is focused on execution and ongoing assistance under a monthly retainer. Tasks are prioritized collaboratively and completed within your available hours.
Administrative Support (Examples)
Inbox + Calendar Management
Document + Form Creation
File Organization (Google Drive, Dropbox, etc.)
Task + Project Tracking (Asana, ClickUp, Trello, and Airtable)
Proofreading + Editing
Client Scheduling + Follow-Ups
Contract + Proposal Preparation
Data Entry + Database Maintenance
Executive Support (Examples)
High Level Inbox + Calendar Prioritization
Meeting Prep + Agenda Creation
Research + Information Gathering
SOP Documentation (Writing + Updating Only)
Light Systems Maintenance (Upkeep, Not Setup)
Internal Communication Support
Executive Task Oversight + Delegation
Bookkeeping Support
This service is designed for small business owners who need consistent, accurate bookkeeping support without full financial management.
I focus on maintaining clean records and reliable reconciliations so your operations stay organized and your financial data is usable.
What's Included:
Monthly reconciliation of business accounts
Transaction review and categorization
Accuracy checks to ensure consistency
Organized records you can easily understand
Monthly summary for visibility (not advisory)
Starting Price:
$200/month for your first account (up to 50 transactions)
$50/month for each additional account
Optional Add-Ons
Available to active bookkeeping clients only.
Account Setup – $250 one-time
Proper setup done right the first time.Catch-Up Reconciliation – $300+/month
Bring past months up to date quickly.Cleanup Reconciliation – $500–$1,000+/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.
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