Services
Administrative Support
-
Microsoft & Google suite savvy
-
Sorting & responding to emails, client inquiries
-
Manage online calendars, client bookings
-
Set up appointment reschedules, reminders, & follow up sessions, consultation calls
Simple Bookkeeping
-
Create and send out invoices
-
Record & categorize daily expenses
-
Reconcile transactions with bank & credit card statements
-
Managing receipts & organizing expenses
-
Preparing and generating profit & loss statements and financial reports
Business Operations
-
Researching & implementing tools to improve efficiency
-
Vendor & supplier coordination
-
Assistance with contracts, proposals, & forms
Time Management
-
Time blocking
-
Task prioritization
Data & Research
-
Online research
-
Data entry
-
Create database for clients, products etc.
-
Organizing & maintaining digital files
-
Preparing reports, presentations & spreadsheets
Customizable Tasks
Need help managing your inbox, research, or bookkeeping?
​
We can help you with all of the above not just one service but many. Even if you only need about 5 hours to start, we can customize a plan that works for you. You would be amazed how much that will help you in that amount of time. To learn more don't hesitate, contact us!
Package Pricing Plans
We offer a variety of packages to fit your business needs.
Essential Support Package
5 hours per month
For businesses needing foundational admin and bookkeeping assistance.
$225 per month
Business Support Package
15 hours per month
For businesses who need ongoing admin and bookkeeping support.
$675 per month
Premium Support Package
30 hours per month
For businesses that require full-scale support to optimize operations and finances.
$1350 per month
Custom packages available upon request: If one of these packages aren't a good fit for you. Please go to our contact section and fill out the form to set up a call to discuss your specific needs and we can provide a proposal for your approval.
How we work together:
-
Free 30 minute discovery call to get us started
-
Select & prepay the package that works for you
-
Use your time as you wish and the pace that suits you
-
I track my time and let you know your balance on a monthly basis
-
Each package is good for 1 year from the date of purchase
-
All packages are non refundable
-
Emails & general phone calls are included in the package plan
-
Postage, courier charges, printing, and project specific needs are additional charges and will be invoiced to the client
-
Any additional and/or unforeseen costs will be discussed with client prior to being charged
-
On site visits (within 20 miles of LMN - located in Avon Massachusetts) will incur a $10 travel fee