Strategy Call! This service is designed for business owners who prefer a do-it-yourself approach but need clarity and guidance to turn their vision into reality.

During our 90-120 minute session, we will:

• Discuss the current state of your business

• Explore your vision for the upcoming year

• Outline your short-term and long-term objectives

We’ll also analyze our conversation to identify actionable solutions tailored to your challenges. You can expect a comprehensive strategy document within 10 working days, detailing recommendations, systems to adopt, SOPs, and a well-structured timeline for implementation.

As a bonus, if you choose to continue working with us on another service after your Strategy Call, you’ll receive a 15% discount on that new service!

Our Strategy Call starts at $600

Are you a business owner looking to achieve your goals but feeling overwhelmed by the tasks at hand? We understand that it can be challenging to manage everything efficiently, especially when expertise is lacking in certain areas or time is limited

Our ​Business Organizer service is designed specifically for business owners looking to streamline and organize their business. We focus on turning your goals into reality, ensuring that your operations run smoothly and effectively. Here’s what we can help you with:

• Optimization of your existing or new Customer Relations Management (CRM) system.

• Streamlining bookkeeping, scheduling, and invoicing procedures.

• Establishing streamlined onboarding processes for clients or employees.

• Integrating automation to enhance overall productivity.

During our 90-minute session, we will:

• Assess how your current systems are performing.

• Discuss your desired outcomes and specific goals.

After our call, we will analyze your needs to develop the most effective strategies for your organization. We will conclude with a follow-up call to review the fully optimized systems, ensuring they are ready for use. Additionally, we offer 5 hours of follow-up support valid for up to 90 days after the service.

Our Business Organizer service starts at $600

T​his service is designed specifically for businesses that value an ongoing relationship built on dedication and customized support. To ensure we meet your unique needs effectively, we intentionally limit the number of clients we take on under this model.

Here are some of the tailored services we provide:

• Day-to-day operations management

• Team member management

• Data entry 

• ​Bookkeeping​: data entry

• Invoice management

• Project management

• Client and team member onboarding

• Calendar management, including appointment scheduling and reminders

• Computer management to declutter and organize emails and documents

• Correspondence and document management

• Effective use of Google Sheets and creation of Google Forms

• Expense report management

• Weekly strategy calls for brainstorming and next steps

What can our service do for you?

• Free up your time to spend with family or for travel

• Support you in strategizing new ideas

• Provide the security of knowing your plans are in capable hands

• Offer relief from the daily grind, allowing you to focus on what you love most in your business

$600 for 10 hours
per month

*3 month minimum commitment

$1100 for 20 hours
per month

*3 month minimum commitment