Executive Support Plans & Solutions
Partnering with business owners and real estate leaders to streamline operations, protect time, and fuel growth.
Ongoing Executive Admin Support Plans
Designed for busy business owners who need a dedicated, high-level partner to manage daily administration, inbox/calendar workflows, bookkeeping oversight, and operational flow.
Essential Executive
Investment at $495 monthly
Ideal for growing businesses needing steady, foundational administrative support
Best for: Solopreneurs, consultants, and boutique agency owners needing 10-15 hours/month of proactive support
Core Deliverables:
-
Executive Inbox & Priority Scheduling Management
-
Client Intake, Onboarding, and Inquiry Response
-
Light Bookkeeping, Invoicing, and Expense Categorization
-
File Management & Digital Organization
Premier Operations
Investment at $795 monthly
Our most Popular Plan for scaling businesses that require deeper operational partner involvement. Best for: Fast-growing businesses needing 20-30 hours/month of high touch execution
Core Deliverables:
-
Everything in Essential Executive +
-
Vendor Management & Client Communication Oversight
-
Basic Process Maintenance & Workflow Updates
-
Recurring Financial Reports & QuickBooks Ledger Reconciliation
-
Project Tracking & Task Delegation Follow-Ups
Fractional Executive Partner
Investment at $1095 monthly
Comprehensive, embedded support for established leaders seeking a full backed co-pilot. Best for: Established business owners requiring 40+ hours/month of end-to-end admin and operational leadership
Core Deliverables:
-
Everything in Premier Operations +
-
Full Administrative & Operational Oversight
-
Direct Client & Vendor Communications Leadership
-
Continuous Workflow Review and Process Optimization
-
Custom Monthly Reporting, Financial Tracking, and Platform Management
Process Improvement Consultations
Smarter Systems.
Stronger Workflows.
A Business That Runs Smoothly at Every Level.
​
If your day-to-day operations feel chaotic, reactive, or reliant on manual steps, our Process Improvement services diagnose bottlenecks and build repeatable systems so your business can scale cleanly.
Operational Audit & Strategy Session
1:1 Consultation
A deep dive into your current tools, team workflows, and daily friction points.
What’s Included:
-
90-minute live operational review call
-
Comprehensive Tech & Workflow Assessment (CRMs, communication tools, task managers)
-
Customized Actionable Roadmap Document outlining immediate quick wins and long-term optimization strategies
Operations & Project Packages
Fixed-scope, turnkey solutions for business owners who need targeted systems built from scratch.
Complete buildout of your core management tools to get your business organized from day one.
What’s Included:
-
Setup or clean-up of client management tools (Asana, ClickUp, Trello, Google Workspace, AssistWorks CRM)
-
Standardized email templates, canned responses, and client intake forms
-
Custom SOP (Standard Operating Procedure) documentation for your 3 primary workflows
-
AI Integration into your systems and workflow processes
Financial Setup & Bookkeeping Cleanup
Get your books organized, accurate, and ready for confident decision-making.
What’s Included:
-
Chart of accounts organization & reconciliation
-
Historic expense/income categorization (up to 6 months)
-
Invoicing setup and automated payment tracking