Our services

From consulting to design to research, I provide a variety of services to support your business goals. I document your processes, then help you implement and manage systems that save you time and money.

My ideal work is the behind the scenes operations of your business and controlling the chaos by streamlining systems, processes, and checklists.

Systems Management

  • Shopping Cart setup and maintenance (square, authorize.net, 1automationwiz, Paypal, Square, Keap & more)
  • Domain name and website hosting setup and maintenance
  • Yearly ICANN verifications
  • Content Management System software management (KEAP, ChamberMaster, Clickup, Zoho)
  • Team Collaboration software management (slack, skype)
  • Project tracking 
  • Website maintenance and support (wordpress)
  • Blog maintenance and support

Data Management

  • Develop a usable filing system
  • Design and maintain databases and spreadsheets (google workspace)
  • Design presentations, stationary, business cards, newsletters, emails
  • Prepare and file business reports including;
    • IFTA
    • Sales tax
    • Year End 1099 preparation
    • google adword reports
    • website metrics
    • and other business specific reports
  • Project planning and coordination of project time lines
  • Preparation and submission of articles to online article banks

Financial Management

  • Invoicing and tracking accounts receivable (Wave, Keap, Square, Paypal, Quickbooks)
  • Managing accounts payable
  • Maintain account records
  • Data entry into Excel, Quickbooks, Lotus Approach, google and microsoft

Customer Service

  • Representative to your customers (Kayako)
  • Email Screening and services
  • Scheduling and tracking appointments
  • Researching information
  • Proof reading documents
  • Newsletter publishing (Infusionsoft, Constant Contact)
  • Coordinate web design & hosting 
  • Develop client and vendor relationships (zoom, google workspace, slack)
  • Setup and administer customer inquiries through help desk system (Kayako)

Contact me to discuss other services and tasks you may need done. Complete my customer intake form and I will contact you to discuss your needs (ususally within 24-48 hours).

Our pricing & packages

We offer flexible options, which you can adapt to the different needs of your business or project, tailored to your vision.

Retainer Package

5 hr

Monthly retainer plan

Access to 5 dedicated hours of services as deteremined with your support plan

Retainer Package

10 hr

Monthly retainer plan

Access to 10 dedicated hours of services as deteremined with your support plan

Retainer Package

25 hr

Monthly retainer plan

Access to 25 dedicated hours of services as deteremined with your support plan

Social Media Package


Monthly Media plan

Weekly social media posts on 1 social media network as determined in our monthly planning call.