WHO THIS IS FOR

I help small businesses get organized, stay on top of their records, and maintain clear, usable systems — without the overwhelm.

From intake through delivery, every project follows a structured workflow so nothing is missed, nothing slips through the cracks, and you always know what to expect.

Whether you need a tax-ready cleanup or ongoing administrative support, I bring calm, consistent oversight to your business operations.

This service is a good fit for small business owners who:

• Feel behind, scattered, or overwhelmed by administrative tasks

• Have records spread across multiple platforms or folders

• Want clear, organized documentation without guessing what matters

• Prefer a defined process, honest scope, and consistent follow-through

• Value calm, competent support over constant communication

If your records are already in good shape, I’ll tell you.

If more work is needed, I’ll explain why before we begin.

This work is designed for business owners who want clarity and structure, not more noise.

WHAT I DO

How I Work

Every project follows a clear, repeatable process designed to reduce confusion and avoid surprises.

1. You complete an intake form

2. I review your information and confirm scope

3. Pricing is finalized and invoiced

4. Work begins after payment

5. You receive organized records and a clear handoff

Trusted by small business owners who want clarity and calm in their admin.

Our Services

Structured admin support that brings clarity and order to your business.

ONGOING ADMINISTRATIVE SUPPORT

This service is offered only after an initial cleanup, so systems are already in place.After cleanup, ongoing monthly support is available for businesses that want to stay organized year-round.

MAINTAIN — $300 / month

Light monthly review and organization

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SUPPORT — $500 / month

Monthly cleanup, preparation, and defined admin support

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OVERSIGHT — $800 / month

High-touch monitoring and quarterly readiness

I’ll recommend the appropriate tier based on your workflow and activity level.

TAX-READY CLEANUP (SEASONAL SERVICE)

Tax-ready cleanup is a one-time administrative project designed to organize records and prepare clear documentation for your accountant.

BASIC — $750

Best for:

Single year, low activity, mostly organized records

Includes:

• Expense and document organization (1 year)

• Receipt matching

• Basic categorization review

• Accountant-ready folder structure

• Summary checklist for your CPA

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STANDARD — $1,250

Most common starting point

Best for:

Small businesses with moderate activity and some gaps

Includes:

• Everything in Basic

• Deeper review for inconsistencies

• Flagged missing or unclear items

• Clean, labeled records

• Accountant summary PDF

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MESS RECOVERY — $2,000–$3,000+

Best for:

Multiple years, high volume, or disorganized records

Includes:

• Multi-year organization

• Reconstruction assistance

• Extensive issue flagging

• CPA-ready documentation

Final scope and pricing are confirmed after intake review.

*HONEST SCOPING*

I begin all reviews at the Standard level and will always recommend a smaller or larger scope if appropriate.

If your records are cleaner than expected, I’ll tell you.

If more work is required, I’ll explain why before moving forward.

The goal is clarity not selling more than you need.

Payment Terms

• One-time cleanup services require payment before work begins

• Mess recovery projects require a 50% deposit, with the balance due before delivery

• Monthly support is billed at the start of each month

Scope and pricing are always confirmed in advance.

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WHAT THIS SERVICE DOES NOT INCLUDE

To keep boundaries clear, this service does not include:

• Bookkeeping corrections

• Tax preparation or tax advice

• Filing or submission

• Emergency or last-minute work

This is administrative support designed to make your systems usable and your accountant’s work easier.

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READY TO GET ORGANIZED?

If you’re ready for clearer records and calmer admin, start with the intake form.

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