Support that is as intentional as your business...
Pricing That Fits Your Goals and Budget
These tiered packages are geared to support your business through virtual executive administrative services, workflow automations, calendar and inbox monitoring, and more.
Pricing That Fits Your Goals and Budget
These tiered packages are geared to support your business through virtual executive administrative services, workflow automations, calendar and inbox monitoring, and more.
PRICING
Choose Your Plan
For Your Basic Business Support needs
Inbox & Calendar Monitoring
Limited Scheduling
Client Relations Support
Launch Support
Monthly Benchmark Reporting
See Everything Included
General Administrative Support
Calendar management (scheduling, rescheduling, reminders)
Email management and inbox organization
Travel planning and booking
Data entry and database updates
Document formatting and proofreading
Creating and maintaining digital filing systems
Internal and external communication handling
Ordering supplies and managing vendor communications
Document & Records Management
File digitization and organization
Drafting letters, memos, and reports
Template creation for common tasks
Client & Team Communication
Answering and routing calls/messages
Sending follow-up emails or reminders
Client onboarding support
Digital Tools & Platform Support
Setting up Zoom/Google Meet links and managing recordings
Managing shared cloud drives (Google Drive, OneDrive, Dropbox)
Using e-signature tools (e.g., DocuSign, HelloSign)
For Growing Teams
Essentials +
Limited Bookkeeping
Document Prep
Research
Monthly Benchmark Reporting
See Everything Included
General Administrative Support
Meeting coordination (agenda creation, note-taking, follow-ups)
Event planning (virtual and in-person)
Document & Records Management
Record retention and destruction tracking
Version control of shared documents
SOP (Standard Operating Procedure) documentation
Reporting & Light Data Analysis
Generating weekly, monthly, and quarterly reports
Updating dashboards or KPIs
Basic data cleanup or organization
Survey creation and results summarization
Client & Team Communication
Creating meeting summaries or transcripts
Preparing client welcome packets
Coordinating team availability or time-off tracking
Digital Tools & Platform Support
CRM updates (e.g., HubSpot, Salesforce)
Managing team project management boards (e.g., Trello, Asana, ClickUp)
Filing expenses or reimbursements
For executives needing strategic & financial oversight
Professional +
Strategic Planning
Research
Operational Analysis
Monthly Benchmark Reporting
See Everything Included
Executive and Strategic Support
Researching vendors, tools, or training programs
Preparing executive summaries
Supporting performance reviews or evaluations
Documenting goals and tracking progress
Managing confidential information
Financial & Bookkeeping Support (Advanced)
Regular reconciliation audits
Custom financial reports
Detailed cash flow analysis
Process improvement consulting
For Your Basic Business Support needs
Inbox & Calendar Monitoring
Limited Scheduling
Client Relations Support
Launch Support
Monthly Benchmark Reporting
See Everything Included
General Administrative Support
Calendar management (scheduling, rescheduling, reminders)
Email management and inbox organization
Travel planning and booking
Data entry and database updates
Document formatting and proofreading
Creating and maintaining digital filing systems
Internal and external communication handling
Ordering supplies and managing vendor communications
Document & Records Management
File digitization and organization
Drafting letters, memos, and reports
Template creation for common tasks
Client & Team Communication
Answering and routing calls/messages
Sending follow-up emails or reminders
Client onboarding support
Digital Tools & Platform Support
Setting up Zoom/Google Meet links and managing recordings
Managing shared cloud drives (Google Drive, OneDrive, Dropbox)
Using e-signature tools (e.g., DocuSign, HelloSign)
For Growing Teams
Essentials +
Limited Bookkeeping
Document Prep
Research
Monthly Benchmark Reporting
See Everything Included
General Administrative Support
Meeting coordination (agenda creation, note-taking, follow-ups)
Event planning (virtual and in-person)
Document & Records Management
Record retention and destruction tracking
Version control of shared documents
SOP (Standard Operating Procedure) documentation
Reporting & Light Data Analysis
Generating weekly, monthly, and quarterly reports
Updating dashboards or KPIs
Basic data cleanup or organization
Survey creation and results summarization
Client & Team Communication
Creating meeting summaries or transcripts
Preparing client welcome packets
Coordinating team availability or time-off tracking
Digital Tools & Platform Support
CRM updates (e.g., HubSpot, Salesforce)
Managing team project management boards (e.g., Trello, Asana, ClickUp)
Filing expenses or reimbursements
For executives needing strategic & financial oversight
Professional +
Strategic Planning
Research
Operational Analysis
Monthly Benchmark Reporting
See Everything Included
Executive and Strategic Support
Researching vendors, tools, or training programs
Preparing executive summaries
Supporting performance reviews or evaluations
Documenting goals and tracking progress
Managing confidential information
Financial & Bookkeeping Support (Advanced)
Regular reconciliation audits
Custom financial reports
Detailed cash flow analysis
Process improvement consulting
Customize a plan that fits you
Every business is unique — your support should be too. Let us tailor a package that meets your exact needs, goals, and budget.
Call Us Now
Customize a plan that fits you
Customizea plan that fits you
Every business is unique — your support should be too. Let us tailor a package that meets your exact needs, goals, and budget.
Call Us Now
