Month-to-month retainers with no hidden fees and no long-term commitments. Choose the package that fits where you are right now.
Every package includes a monthly service summary, secure data handling, and a dedicated point of contact. No setup fees. Cancel anytime with 30 days notice.
All packages are month-to-month. No long-term contracts. Cancel anytime with 30 days written notice.
| Feature | Basic $500/mo |
Standard $1,250/mo |
Premium $2,500/mo |
Custom Hourly |
|---|---|---|---|---|
| Document & File Services | ||||
| File digitizing & organization | ✓ | ✓ | ✓ | ✓ |
| Cloud folder structure setup | ✓ | ✓ | ✓ | ✓ |
| Financial Administration | ||||
| Accounts payable & receivable | — | ✓ | ✓ | ✓ |
| AP/AR reconciliation reporting | — | ✓ | ✓ | ✓ |
| Payroll | ||||
| Payroll processing — employees | — | Up to 10 | Up to 25 | ✓ |
| Contractor (1099) payments | — | ✓ | ✓ | ✓ |
| Year-end W-2 / 1099 prep | — | ✓ | ✓ | ✓ |
| Support & Consulting | ||||
| Included admin hours/month | 5 hrs | 15 hrs | 30 hrs | As needed |
| Operations consulting | — | — | ✓ | ✓ |
| Recruiting support | — | — | Up to 2 roles | ✓ |
| Communication | ||||
| Check-in calls | Monthly | Bi-weekly | Weekly | Flexible |
| Email support response time | 48 hours | Same day | Same day | Same day |
| Phone support | — | ✓ | ✓ | ✓ |
| Monthly service summary report | ✓ | ✓ | ✓ | ✓ |
| Billing | ||||
| Monthly retainer | $500 | $1,250 | $2,500 | N/A |
| Add-on hourly rate | $75/hr | $70/hr | $65/hr | Agreed rate |
None. The monthly retainer is the only recurring cost. The only additional charges are add-on hours beyond your included amount (billed at your package's hourly rate) and any pre-approved out-of-pocket expenses, billed at cost with receipts.
We invoice on the 1st of each month for the upcoming month. Invoices are due within 15 days. We accept ACH/bank transfer, check, Zelle, and Venmo. Late payments after 15 days are subject to a 1.5% monthly fee.
We always notify you before starting work that would exceed your included hours. Add-on work never begins without your explicit approval. Overage hours are billed at your package's add-on rate on your next invoice.
Yes. Upgrades are effective the 1st of the following month. Downgrades and cancellations require 14–30 days written notice. We never lock you into a tier that isn't working for your business.
No. All packages are month-to-month. You can cancel anytime with 30 days written notice. We earn your business every month — you stay because it's working.
Schedule a free 30-minute discovery call. We'll ask about your business, understand your pain points, and give you an honest recommendation — even if it's the most basic package or the Custom hourly option.
Book a free 30-minute discovery call. We'll recommend the right package for your business — no pressure, no commitment.
Book Your Free Call