Service Packages
Start with a package to build your foundation, then continue with monthly retainer support to refine systems and tackle new challenges as your business evolves.
Package 1: Financial Foundation
Getting your books organized and systems in place
What's Included:
QuickBooks Online setup or cleanup
Chart of accounts customization for your business type
Bank account reconciliation (current year)
Monthly financial reporting setup and automation
Basic cash flow tracking system
One training session on using your new system
Ideal For:
New businesses needing bookkeeping setup
Existing businesses with messy or incomplete records
Business owners who want to understand their numbers better
Typical Project: 8-15 hours
Investment: $520-$975
Monthly Bookkeeping: $150-$300/month
Package 2: Digital Business Foundation
Professional online presence that drives business
What's Included:
Professional website creation (Squarespace)
Google My Business setup and optimization
Business directory listings (Yelp, Better Business Bureau, industry-specific directories)
Basic SEO optimization (titles, descriptions, keywords)
Contact forms and inquiry management setup
Customer review management strategy and templates
Mobile-friendly design and functionality testing
Basic training on updating your own content
Ideal For:
Service providers and contractors needing their first professional website
Businesses with outdated or DIY websites
Local businesses wanting to be found online
Anyone who knows they need help online but doesn't want to pay agency prices
Typical Project: 10-15 hours
Investment: $900-$1,350
Package 3: Business Operations Optimizer
Streamlining your processes and improving efficiency
What's Included:
Current process audit and documentation
Workflow optimization recommendations
Financial analysis with actionable insights
Budget creation and variance tracking setup
Staff productivity and cost analysis
Quarterly check-ins and adjustments
Ideal For:
Businesses ready to scale but feeling overwhelmed
Teams struggling with efficiency or communication
Business owners who know something isn't working but can't pinpoint what
Typical Project: 12-20 hours
Investment: $1,080-$1,800
Package 4: Smart Business Systems
Streamlining your administrative tasks with modern efficiency tools
What's Included:
Administrative workflow audit and automation opportunities assessment
Documentation creation and templates (policies, procedures, job descriptions, client communications)
Email and communication system optimization
Repetitive task automation setup
Training on new systems and tools
Monthly system maintenance and updates
Ideal For:
Business owners drowning in administrative tasks
Teams creating the same documents over and over
Businesses wanting professional communications but lacking writing time
Anyone curious about AI tools but intimidated by the learning curve
Companies needing consistent documentation and processes
Typical Project: 8-12 hours
Investment: $760-$1,140