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Monthly administrative packages

Make room for your next chapter.

Professional business support without the expense of a full-time assistant. Our flexible monthly packages help with paperwork, routine errands, scheduling, document organization, and administrative coordination.

A little breathing room

Business Essentials

$199 / month
Up to 4 service hours per month

A practical starting point for entrepreneurs and small businesses that need occasional assistance with everyday tasks.

Best for: New businesses, sole proprietors, freelancers, and entrepreneurs who need occasional help.

Full included service list
  • Administrative assistance: Data entry, typing letters, preparing routine correspondence, and updating contact lists
  • Document preparation: Formatting business forms, organizing paperwork, and assembling document packets from client-provided information
  • Document pickup and delivery: Local pickups and drop-offs at business offices and shipping centers
  • Mailing and shipping: Preparing packages, printing labels, and dropping off outgoing mail
  • Business errands: Picking up supplies, printed materials, and other routine items
  • Digital organization: Scanning documents, creating electronic folders, and organizing receipts and records
  • Basic setup assistance: Gathering and organizing client-provided information for EIN applications and routine business filings
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Consistent support

Business Concierge

$399 / month
Up to 8 service hours per month

More consistent assistance for growing businesses that need paperwork, vendors, and recurring administrative tasks managed.

Best for: Growing businesses, contractors, boutiques, salons, service providers, and small nonprofits.

Full included service list
  • Everything in Essentials: Includes all services listed in the Business Essentials package
  • Expanded administration: Preparing routine letters, invoices, customer forms, spreadsheets, and reports
  • Vendor coordination: Requesting quotes, following up on orders, and coordinating service appointments
  • Paperwork management: Organizing vendor files, contracts, licenses, receipts, and renewal materials
  • Business registration assistance: Client-directed clerical assistance with EIN and business registration paperwork
  • Nonprofit administration: Organizing materials for nonprofit formation and 501(c)(3) applications, including Form 1023-EZ document packets where applicable; full applications quoted separately
  • Scheduling: Coordinating appointments, maintaining calendars, and sending reminders
  • Customer communication: Routine approved follow-up emails and appointment confirmations
  • Invoice tracking: Creating invoices, recording payments, and tracking balances administratively
  • Errands and deliveries: Coordinating local pickups, printing, shipping, and routine errands
  • Monthly summary: Brief summary of completed tasks and outstanding items
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Room to lead

Executive Business Support

$699 / month
Up to 15 service hours per month

Ongoing administrative coordination for busy owners and leaders who need dependable support across multiple workstreams.

Best for: Established entrepreneurs, executives, professional service providers, and nonprofit directors.

Full included service list
  • Everything in Concierge: Includes all services listed in the Business Concierge package
  • Executive assistance: Recurring administrative assignments, correspondence, and business record maintenance
  • Calendar management: Meeting coordination, schedule maintenance, reminders, and deadline tracking
  • Advanced document management: Digital filing systems, document packets, and administrative workflows
  • Compliance calendar: Tracking administrative filing and renewal dates without providing compliance advice
  • Nonprofit coordination: Board packets, donation record organization, grant application materials, and filing document coordination
  • Vendor and contractor follow-up: Monitoring service requests and coordinating vendors
  • Client coordination: Routine intake paperwork, confirmations, and administrative follow-ups
  • Project coordination: Task lists, progress tracking, reminders, and project material organization
  • Travel and event logistics: Travel research, reservation coordination, event materials, and vendor communications
  • Priority scheduling: Preferred access to available service appointments
  • Weekly progress reports: Summary of completed work, upcoming deadlines, and owner action items
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Monthly administrative support only. Third-party costs billed separately. Tax preparation and major standalone projects are separately quoted. Choosing a package requests a consultation; it does not start billing.

Approved errand travel uses included hours. Additional work is $55/hour only with prior approval. Mileage or out-of-area charges may apply. Government filing, postage, shipping, printing, supplies, and vendor fees are extra. Unused hours do not roll over. Extensive formation, nonprofit applications, payroll processing, and major document projects require separate quotes. No regulated professional advice is included.

At a glance

Find your fit.

Package comparison
ServiceEssentials · $199/moConcierge · $399/moExecutive · $699/mo
Hours per month4815
Basic administrationIncludedIncludedIncluded
Document pickups / errandsIncludedIncludedIncluded
Setup paperwork assistanceIncludedIncludedIncluded
Vendor coordination—IncludedIncluded
Nonprofit paperwork organization—IncludedIncluded
Calendar management—BasicExpanded
Project coordination——Included
Progress reports—MonthlyWeekly
Priority scheduling——Included
Pricing breakdown — effective rate at full included-hour use
PackageMonthly feeIncluded hoursEffective hourly rate
Essentials$1994$49.75
Concierge$3998$49.88
Executive$69915$46.60

Effective rates assume all included hours are used. They are not add-on hourly prices. Additional approved work is $55/hour.

Know what’s included

Simple expectations.
Clear arrangements.

Choose a level of assistance that fits your business. We’ll discuss the details before starting work.

  • Monthly allowance: Each plan includes up to the stated number of service hours per billing month. Approved travel time for errands counts toward the allowance.
  • Additional hours: Additional work is billed at $55/hour only with prior client approval.
  • Travel: Local travel within the agreed service area uses package hours. Additional mileage or out-of-area travel may incur separate charges; confirm arrangements before work begins.
  • Third-party costs: Government filing fees, postage, shipping, printing, supplies, and third-party vendor costs are not included.
  • Unused time: Unused hours expire at the end of each billing period and do not roll over.
  • Special projects: Extensive business formation, nonprofit applications, payroll processing, and major document projects require a separate quote.
  • Scope: Monthly packages provide administrative and clerical support. Tax preparation is offered separately and quoted after intake. No legal, tax, accounting, or other regulated professional advice is included in monthly packages.
A specific project in mind?

Need Help With
a One-Time Project?

Request a scoped quote for business formation paperwork, EIN assistance, nonprofit document organization and eligible 501(c)(3) application packets, large scanning or filing projects, and payroll administration.

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Separate services, thoughtfully scoped.

Nonprofit administrative preparation starts at $750, with government and attorney fees separate. Tax preparation is quoted after intake. Neither is included in the monthly plan price.

Payment arrangements, cancellation, and refund terms will be confirmed in your written service agreement. Online selection creates an inquiry, not a paid subscription.

Your next step

Ready for your next chapter?

Let’s talk about the details, the deadlines, and the support that would make your day easier.

Request a Consultation →