Services & Packages
Support that fits your life and your business
Whether you need help managing personal finances or keeping your business running smoothly, we offer defined packages and one-time setup services designed around what you actually need.
Personal Support
Life management, handled
We take on the administrative tasks that consume your time and mental energy — so you can focus on the people and priorities that matter most.
Financial Organization
Bill tracking, payment scheduling, account reconciliation, and a clear picture of where your money goes.
Document Management
Filing, organizing, and maintaining important personal documents — insurance, medical records, legal paperwork, and more.
Household Administration
Vendor coordination, appointment scheduling, subscription management, and day-to-day household logistics.
Decision Support
Research and organize options so you can make informed decisions on purchases, services, and life planning.
Business Support
Administrative clarity for business owners
We handle the operational and administrative work that pulls you away from growing your business — giving you the structure and clarity to lead with confidence.
Business Financial Organization
Expense tracking, invoice management, cash flow monitoring, and financial record keeping.
Operational Administration
Process documentation, vendor management, contract tracking, and day-to-day operational support.
Reporting & Summaries
Regular financial and operational summaries so you always know where your business stands.
Strategic Decision Support
Research, organize, and present options to help you make confident business decisions.
Monthly Packages
Simple, defined support — every month
All packages include a dedicated point of contact, secure document handling, and a monthly summary report.
Bill calendar, budgeting organization, appointments, paperwork, and a monthly planning meeting.
Scheduling, invoice tracking, administrative tasks, and planning support.
Combined personal and business support, with weekly check-ins.
Personal Organization
For individuals managing everyday responsibilities
Bill calendar, budgeting organization, appointments, paperwork, and a monthly planning meeting.
Up to 4 hours
Business Support
For business owners who need consistent administrative help
Scheduling, invoice tracking, administrative tasks, and planning support.
Up to 8 hours
Whole Life Management
Combined personal and business support with weekly check-ins
Combined personal and business support, with weekly check-ins.
Up to 12 hours
One-Time Setup Services
Start with a solid foundation
Not ready for a monthly package? Our one-time setup services get your finances and administration organized from the ground up.
Personal Financial Audit & Setup
Starting at $350
A complete review and organization of your personal finances — accounts, bills, subscriptions, and a clear action plan going forward.
- —Account & subscription audit
- —Bill payment calendar
- —Document filing system setup
- —90-minute debrief session
Business Admin Foundation
Starting at $500
Get your business administration organized with proper systems for tracking, reporting, and day-to-day operations.
- —Expense & invoice system setup
- —Vendor & contract inventory
- —Operational checklist creation
- —90-minute debrief session
Life Organization Sprint
Starting at $600
A focused engagement to tackle a specific area of your life that needs attention — moving, estate planning prep, major financial transition, or a fresh start.
- —Scoped project planning
- —Research & organization
- —Document & system setup
- —Two follow-up check-ins
Not sure which option is right for you?
We'll help you figure it out. Reach out and we'll talk through your situation.