Service 04
Bookkeeping Support
I keep the day-to-day money admin tidy, so month-end is a five-minute review instead of a lost weekend.
What’s included
Send invoices and polite payment reminders
Match receipts and categorize expenses in QuickBooks Online or Xero
Track subscriptions and recurring costs
Prepare a monthly summary for your accountant
Keep your receipts folder organized
How it works
Joy, who works with me, handles the numbers. Every month you get a one-page summary, and your accountant gets clean records.
Good to know
We are not accountants or tax preparers, and we never give tax advice. We work alongside yours.
Not sure where to start?
Make your hand-off list. It adds up the hours and shows the plan that covers them.
Most clients start with one or two areas, then hand off more once the first Friday wrap-up lands.
01
Inbox & Calendar
Your inbox sorted twice a day and your calendar kept honest.
Sort, label and archive every day
Draft replies in your voice
Book, confirm and reschedule calls
02
Client Care
Every client feels looked after, from first inquiry to thank-you note.
Answer new inquiries within a day
Send contracts and welcome packets
Run your onboarding checklists
03
Admin & Operations
The behind-the-scenes work that keeps the business running.
Write and update your SOPs
Tidy your Drive and your CRM
Research quotes, venues and suppliers
04
Bookkeeping Support
Clean records, ready for your accountant.
Send invoices, chase late payments
Match receipts in QuickBooks
A monthly report for your accountant
05
Social Media Support
Posts out on schedule, comments answered, messages routed.
Schedule from your content plan
Simple graphics in your Canva templates
Your monthly numbers on one page
06
Launch & Project Support
An extra pair of organized hands for launches and events.
Build the timeline in Asana or ClickUp
Set up your email sequences
Manage sign-ups and the waitlist
