it’s time to give yourself a break…

Here’s how I can help:

Keeping your business grounded, organized, and flowing smoothly.

  • Email management & inbox cleanup

  • Calendar management & scheduling

  • Client data entry & light CRM maintenance

  • Document & digital storage organization (Dropbox, Google Drive)

  • SOP creation + workflow documentation

  • Project coordination (weekly task updates, reminders)

  • Monthly metrics tracking (sales, email performance, etc.) 

Digital Admin & Operations Support

Building seamless systems behind the scenes so your business works while you rest.

  • ClickUp: workspace setup, templates, automations, dashboards

  • Notion: biz dashboards, content planning, launch tracking

  • Asana: workspace setup, templates, automations

  • Dubsado: forms, workflows, canned emails, client onboarding

  • Zapier: integrations between platforms (ex: ConvertKit → Notion)

  • Kartra: opt-ins, product setup, sequences, sales pages, landing pages, funnels, email scheduling

  • ConvertKit: lead magnet funnels, tagging, segmenting, automations, email scheduling

  • Squarespace: page design, blog formatting, user-friendly layout tweaks, lead magnet integration + contact form setup

Systems Setup & Tech Automation

Get your finances organized so you can make data-driven decisions.

  • QuickBooks Online account setup + custom chart of accounts

  • Historical cleanup and account reconciliation

  • Monthly review: Profit & Loss + Balance Sheet

  • Profit First strategy setup + application

Bookkeeping & Financial Systems

Packages

Basic

20 hours/month

Choose 1 Priority

  • Digital Admin & Operations Support

    • inbox, calendar, CRM, task & file management

  • Systems Setup & Tech Automation

    • Funnel setup, workflows, automations

  • Bookkeeping & Financial Systems

    • QBO setup, monthly review, Profit First strategy

Plus

30 hours/month

Choose 2 Priorities

  • Digital Admin & Operations Support

    • inbox, calendar, CRM, task & file management

  • Systems Setup & Tech Automation

    • Funnel setup, workflows, automations

  • Bookkeeping & Financial Systems

    • QBO setup, monthly review, Profit First strategy

Premium

40 hours/month

Choose 3 Priorities

  • Digital Admin & Operations Support

    • inbox, calendar, CRM, task & file management

  • Systems Setup & Tech Automation

    • Funnel setup, workflows, automations

  • Bookkeeping & Financial Systems

    • QBO setup, monthly review, Profit First strategy

Schedule a call to get a custom quote!

You don’t have to do it all alone anymore.

I’m here to help untangle the tech, connect the dots, and build

sustainable systems behind the scenes — so you can spend

more time creating, connecting, and being.