Services
Service packages
“the Bookkeeper”
Stay financially organized with monthly bookkeeping support tailored to your small business. Perfect for solopreneurs, consultants, and service providers.
✔ Monthly bookkeeping (up to 2 bank/credit accounts)
✔ Invoicing + accounts receivable
✔ Expense categorization & reconciliation
✔ Monthly profit & loss summary
✔ Contractor payment logs and/or employee payroll
✔ Two monthly check-ins
Rate: $499 per month
“The Studio”
Designed for creatives, influencers, and online sellers who need stylish, strategic support to keep things flowing and on-brand.
✔ Product or service listings (Shopify, Etsy, etc.)
✔ Canva flyers, guides, or promos
✔ Light social media scheduling (2–3 posts/week)
✔ Monthly content calendar
✔ File and brand asset organization
Rate: $599 per month
“the office”
Your personal admin team, minus the office space. Ideal for therapists, coaches, consultants, and remote businesses needing hands-on virtual support.
✔ Intake forms & waiver creation
✔ Calendar and appointment scheduling
✔ Email management
✔ Branded forms or PDFs (intake packets, etc.)
✔ Weekly priority/task list setup
Rate: $399 per month
“The Elevated”
Startups, new brands, or small licensed operators looking to launch or improve their edible line (gummies, chocolate, or beverages) or refine operational strategy in the hemp/CBD space.
✔Compliance & Platform Setup -Set up cannabis industry platforms like BioTrack, METRC, or LeafLink, plus organize essential documents for audit-readiness.
✔ Operations Documentation – Create SOPs, staff training materials, and branded forms to streamline intake, inventory, and fulfillment processes.
✔ Business Support Materials – Provide key tools like a cost tracker, custom social media templates, and a one-pager or flyer tailored to your business needs.
✔ Branded forms or PDFs
✔ Strategy & Support – Includes onboarding, email support, and light revisions to help you implement everything with confidence.
Rate: $1099 per month
a la carte
Need just one or two pieces to support your business? Our à la carte options let you choose exactly what you need—whether it’s a custom spreadsheet, branded form, flyer, or SOP. Perfect for businesses that just need a little extra help without the full package.