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1. Invoice Management & Payment Follow-Up
Description: Never chase payments again! We’ll help you create, send, and track invoices so you get paid on time. Plus, we follow up politely on late payments, so your cash flow stays steady without stress.
Pricing:
Standalone: $50/month for up to 10 invoices
Add-on: $20/month with monthly bookkeeping package
2. Expense Management & Receipt Organization
Description: Say goodbye to shoeboxes of receipts. We organize, digitize, and categorize your expenses so your financial records are tidy and tax-ready.
Pricing:
Standalone: $60/month for up to 50 receipts
Add-on: $25/month with bookkeeping
3. Basic Payroll Support
Description: Hiring contractors or a small team? We’ll manage contractor payments, track hours, and prepare payroll summaries so payroll headaches are history.
Pricing:
Standalone: $75/month (up to 5 contractors)
Add-on: $40/month with bookkeeping
4. Calendar & Appointment Scheduling
Description: Stay organized and on time! We’ll manage your calendar, schedule client meetings, and remind you of deadlines so you never miss a beat.
Pricing:
Standalone: $80/month (up to 10 hours of scheduling support)
Add-on: $35/month with bookkeeping
5. Email Management & Client Communication Support
Description: Inbox overwhelm? We’ll handle routine emails and client inquiries to keep your communication smooth and stress-free.
Pricing:
Standalone: $70/month (up to 30 emails)
Add-on: $30/month with bookkeeping
6. Project & Task Management Assistance
Description: Juggling projects? We help you organize timelines, track progress, and manage deadlines so your creative flow stays uninterrupted.
Pricing:
Standalone: $65/month
Add-on: $25/month with bookkeeping
7. Data Entry & CRM Management
Description: Maintain your client database, track leads, and update contacts—keeping your business pipeline organized and ready to grow.
Pricing:
Standalone: $60/month
Add-on: $25/month with bookkeeping
8. Financial Reporting & Dashboard Setup
Description: Visualize your business performance with custom reports and dashboards that turn numbers into insights you can actually use.
Pricing:
Standalone: $100/setup + $40/month maintenance
Add-on: $30/month with bookkeeping
9. Tax Document Preparation Support
Description: We gather and organize your tax documents, receipts, and statements to make tax time a breeze for you and your accountant.
Pricing:
Standalone: $90/quarter
Add-on: $35/month with bookkeeping
10. Basic Bookkeeping Training or Workshops
Description: Learn to manage your own books with confidence! Choose one-on-one coaching or group workshops designed for creatives.
Pricing:
One-on-one: $100/session (1 hour)
Group Workshop: $50/person (2 hours)
Bundle discount when combined with bookkeeping package