Services

We offer tiered packages for our assistant and financial services, while project-based services are priced separately. Our commitment is to ensure busy professionals, entrepreneurs, and individuals have the gifted minds delivering skilled solutions to help them grow and succeed!

Assistant Services Packages

  • Includes:

    • Calendar Management & Scheduling

    • Basic Email Management

    • 1 Research Task per Month

    • Document Creation/Preparation (up to 2 documents per month)

  • Includes everything in Essential Package plus:

    • Full Email Management

    • Data Entry (Spreadsheets, Software Tools)

    • 2 Research Tasks per Month

    • Document Creation/Preparation (up to 4 documents per month)

    • Light Event Planning (invitation creations plus 2 vendor/venue searches)

  • Includes everything in Standard Package plus:

    • Event Planning Support (researching, booking, and organizing)

    • Unlimited Research Tasks

    • Unlimited Document Creation & Preparation

    • Full Calendar & Email Management

Financial Services Packages

  • Includes:

    • Invoicing & Payment Tracking

    • Expense Categorization

    • 1 Custom Spreadsheet/Plan Build

    • Organize Financial Documents

  • Includes everything in Starter Package plus:

    • Customer/Vendor Summaries & Reports

    • Spreadsheet Maintenance (with 2 custom spreadsheet builds)

    • Payment Reminders

    • Basic Budget Creation with Follow-up Support

  • Includes everything in Pro Package plus:

    • Financial Report & Statement Creation

    • Debt Relief Plan Support

    • Taxes & Renewal Reminders

Project-Based Services

    • Website Build

    • Custom Spreadsheet Build

    • One-Time Budget Plan Build

    • Debt Relief Plan Build

    • Notary Services

    • Tax Preparation Support (Only Available During Tax Season)