Find the right service package to fit your unique business.
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Our services
Tier 1
30-day onboarding with 2 meetings to gather information
Cleanup/Setup of Accounting Software
Monthly Bookkeeping via Xero or Quickbooks Online
Monthly financial reports delivered to your inbox
Email support
Reconciliations of up to 3 Bank Accounts/Credit Cards
Xero or Quickbooks Online Subscription
3-5 Business Day Response
Strictly Bookkeeping…
Tier 3
30-day onboarding with 2 meetings to gather information
Cleanup/Setup of Accounting Software
Setup of Payroll Processes
Setup of Bill Pay Processes
Weekly Bookkeeping via Xero or Quickbooks Online
Monthly financial reports delivered to your inbox
Unlimited Email support
Reconciliations of up to 9 Bank Accounts/Credit Cards
Xero or Quickbooks Online Subscription
Payroll Services via Gusto.com
Bill Pay Services via Ramp.com
Invoicing Services
1-2 Business Day Response
1 Hr Financial Review Meeting - Monthly
Up to 3 Calls Per Month
Tier 2
30-day onboarding with 2 meetings to gather information
Cleanup/Setup of Accounting Software
Setup of Payroll Processes
Bi-Weekly Bookkeeping via Xero or Quickbooks Online
Monthly financial reports delivered to your inbox
Unlimited Email support
Reconciliations of up to 6 Bank Accounts/Credit Cards
Xero or Quickbooks Online Subscription
Payroll Services via Gusto.com
2-3 Business Day Response
1 Hr Financial Review Meeting - Quarterly
Virtual Assistant Services…
Tier 1
What you get:
10 hours of virtual assistance work
All services included
$400/mo
Tier 2
What you get:
20 hours of virtual assistance work
All services included
$760/mo
Tier 3
What you get:
30 hours of virtual assistance work
All services included
$1200/mo
Additional hours will be charged per hour or you may upgrade to the next monthly package
Service Options…
choose a little of this and a little of that…
General Administrative Tasks
Email management & inbox organization
Calendar management & appointment scheduling
Data entry & database updates
Document creation & formatting (Word, PDF, Google Docs)
File management (Dropbox, Google Drive, OneDrive)
Online research (competitors, tools, travel, vendors, etc.)
Creating spreadsheets and reports
CRM management & client records updates
Sending invoices & basic bookkeeping support
Transcription (meetings, podcasts, notes)
Creating SOPs (Standard Operating Procedures)
Preparing meeting agendas & notes
Customer Support & Communication
Responding to client inquiries via email or chat
Creating and managing FAQs
Following up with leads or past clients
Scheduling client calls or sessions
Sending thank-you or reminder emails
Creating and maintaining client onboarding workflows
Social Media Management
Content scheduling (Facebook, Instagram, LinkedIn, etc.)
Light graphic creation (using Canva)
Engaging with followers (likes, comments, DMs)
Hashtag research & post optimization
Social media analytics tracking
Creating content calendars
Project & Business Management
Managing task boards (Trello, Asana, ClickUp)
Assigning and tracking tasks for teams
Following up on project deadlines
Vendor or contractor coordination
Booking appointments or travel for business trips
Researching software and tools
The 1:1 Coach’s Virtual Assistant Package
The Course Creators Virtual Assistant Package - Course Support
“It’s my passion to help other’s get their business finances in order and to gain freedom from the fear that sometimes accompanies that!”
— Hope Hawley
