CLIENT SERVICE AGREEMENT
All clients are required to review and sign a Client Service Agreement before services begin. The agreement confirms the selected services, pricing, payment schedule, project timeline, responsibilities, revisions, cancellation terms, and confidentiality provisions. A customized agreement will be provided after your consultation.
Flexible administrative, bookkeeping, technology, and business organization support for startups, entrepreneurs, and small businesses. Final pricing depends on project scope. Contact us for a consultation and personalized quote.
CORE BUSINESS PACKAGES
BUSINESS CONSULTATION — STARTING AT $50
60-minute needs assessment, recommendations, and a written summary.
BUSINESS ASSESSMENT & ACTION PLAN — STARTING AT $125
Review of your current setup, missing administrative items, a prioritized 30-day action plan, and follow-up.
BUSINESS STARTUP FOUNDATION — STARTING AT $275
Business information organization, electronic folders, email organization, client intake form, invoice template, income and expense spreadsheet, startup checklist, and one revision.
BUSINESS RESTART PACKAGE — STARTING AT $350
Consultation, business assessment, service and pricing worksheet, booking workflow, administrative checklist, income and expense tracker, 30-day relaunch plan, follow-up, and one revision.
ADMINISTRATIVE SYSTEMS SETUP — STARTING AT $450
Email and calendar organization, filing system, client intake form, client tracker, invoice and estimate templates, operating checklist, booking workflow, two follow-ups, and two revisions.
COMPLETE BUSINESS OPERATIONS SETUP — STARTING AT $750
Business assessment, action plan, administrative systems, filing system, client intake and follow-up process, invoice and estimate templates, income and expense tracking, pricing worksheet, booking workflow, policies and procedures outline, three follow-ups, and two revisions.
BOOKKEEPING & FINANCIAL ORGANIZATION
Financial Organization Setup — Starting at $150
QuickBooks Online Setup — Starting at $250
Monthly Bookkeeping Support — Starting at $175/month
Expanded Bookkeeping Support — Starting at $300/month
MICROSOFT OFFICE & DOCUMENT SERVICES
Professional Word Document — Starting at $50
Excel Spreadsheet or Tracker — Starting at $75
PowerPoint Presentation — Starting at $75
Publisher Flyer or Brochure — Starting at $75
Outlook Organization — Starting at $75
Access Database Setup — Starting at $150
Fillable Form or Invoice Template — Starting at $50
Policies and Procedures Document — Starting at $100
Administrative Document Bundle — Starting at $200
MONTHLY ADMINISTRATIVE SUPPORT
Essential Support — Up to 5 hours — $175/month
Growth Support — Up to 10 hours — $340/month
Professional Support — Up to 20 hours — $650/month
Additional Work — $35/hour
PRICING TERMS
All prices are starting prices and may change based on scope, volume, complexity, deadlines, and third-party costs. Packages include only the listed services. Legal services, tax preparation, audits, government filing fees, advertising costs, and third-party subscriptions are not included. A 50% initial payment is normally required before project work begins.