Available Services
Kickstart
Perfect for small businesses starting their financial organization journey.
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Monthly bookkeeping & account reconciliation
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Invoice creation & accounts receivable tracking
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Basic administrative support (emails, calendar, document preparation)
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Monthly financial summary reports
Momentum
Ideal for growing businesses needing added support.
Includes all Kickstart services plus:
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Payroll & payment processing
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Hiring assistance (job descriptions, candidate screening, onboarding)
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Vendor communications & accounts payable management
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CRM setup (examples; Indy, honeybook, ect..)
Elevate
For established businesses ready to streamline and scale.
Includes all Kickstart & Momentum services plus:
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Workflow & process optimization
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Inventory & supply management (if applicable)
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Dedicated account manager
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Creation or review of customized contract templates
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Client booking & calendar management
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CRM basic customer communication support
The service packages listed are intended as general summaries of the types of support offered. Final package details, pricing, and deliverables may vary depending on each clients specific needs. A customized proposal will be provided after initial consultation and assessment of the clients goals, operations, and support requirement’s.