Our Services

Services are offered on a retainer or project basis and tailored to the specific needs of each client. Below are the primary areas of support.

Operational Productivity Support

$350 / Monthly 10 Hours *

This service offloads day-to-day operational work so clients can focus on higher-value, revenue-producing, or mission-critical responsibilities.

  • Email drafting and client correspondence

  • Follow-ups, reminders, and task tracking

  • CRM updates and record maintenance

  • Scheduling and coordination

  • General operational task support

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Documents, Data, Report Support

$425 / Monthly 15 Hours *

This service helps clients turn raw information requiring accuracy and organization into clear, usable materials without having to do the work themselves.

  • Excel workbook creation, cleanup, and analysis

  • Data entry, validation, and reconciliation

  • PowerPoint presentation preparation and formatting

  • Written summaries and internal documentation

  • Editing and review of professional correspondence

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*Clients typically engage for one core area of support, with services adjusted over time as needs change. Additional monthly hours may be requested pending availability. Flat fees for project work may be considered.

Workflow, Quality & Process Support

$600 / Monthly 20 Hours *

This service improves how work flows through an organization, reducing friction, errors, and unnecessary cost.

  • Workflow mapping and process documentation

  • Policy and procedure writing or cleanup

  • Quality control tracking and reporting

  • Audit or oversight preparation support

  • Operational analysis and improvement support

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