Ongoing Support · Introductory Rate
Monthly Records Maintenance
Once the reset is done, monthly maintenance keeps your records current — filing new documents, updating renewal trackers, organizing receipts, and flagging anything missing before it becomes a problem.
$350/ month introductory rate
Book an Operations ReviewWhat's included
- Up to 3 hours per month
- Monthly document filing
- Receipt and statement organization
- Renewal tracker updates
- Missing document report
- CPA/bookkeeper packet support
- One monthly check-in
- Additional support billed at $75/hour
Filing kept current
Receipts and statements organized
Renewals tracked monthly
Monthly check-in call
Keep records moving without thinking about it.
Monthly maintenance is best paired with a Business Paperwork Reset. Start there, then transition into maintenance.