Services

We offer tier level packages for our assistant and financial services, including project-based services. 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 Creation

    • 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

  • Selection of a package is not required for these services. These services are offered and priced separately:

    • Custom Spreadsheet Build

    • One-Time Budget Plan Build

    • Debt Relief Plan Build

    • Notary Services

    • Tax Preparation Support (Only Available During Tax Season)