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Services

The right support for the work behind your business.

Choose one service or combine them for a more connected, outcomes-focused back office.

01

Executive Admin Support

Communication flow, calendar protection, and everyday administrative coordination, handled with care and consistency.

Flexible ways to work together: Monthly retainers, a VIP Day Admin Sprint, an Admin Audit, or a 90-Day Dating Project.

Support can include

  • ✓Executive inbox management and filtering
  • ✓Calendar coordination and scheduling
  • ✓Client and customer communication
  • ✓Research, travel, and logistics
  • ✓Document preparation and organization
  • ✓CRM updates and data management

02

Bookkeeping Support

Accurate, organized, CPA-ready monthly records that support a clearer view of your business finances. This is non-advisory support.

Flexible ways to work together: Monthly retainers, a Financial Sprint VIP Day, a Cleanup/Review, or a 90-Day Dating Project.

Support can include

  • ✓Transaction categorization
  • ✓Bank and credit card reconciliations
  • ✓Invoicing, accounts receivable, and accounts payable coordination
  • ✓Monthly profit & loss and balance sheet reports
  • ✓QuickBooks Online support
  • ✓Collaboration with your CPA

03

Project & Operations

Organize projects, streamline processes, and keep teams accountable so important work keeps moving.

Flexible ways to work together: Monthly retainers, an Ops Sprint VIP Day, an Ops Assessment, or a 90-Day Dating Project.

Support can include

  • ✓Project planning and timeline management
  • ✓Workflow and systems implementation
  • ✓SOP creation and documentation
  • ✓Team coordination and accountability
  • ✓Launch and initiative oversight
  • ✓Operations assessments

Not sure where to start?

A complimentary 30-minute discovery call is a low-pressure way to talk through what is taking up your time.

Book a Discovery Call