Operational support for small business owners.

Cash Flow

Accounting & Bookkeeping

Managing invoices and accounts payable and receivable so your cash flow stays organized and predictable.

Best for

Owners who need help with invoicing, AR follow-up, and approved bill entry — without giving up control of their bank account.

What's included

• Invoice drafting in your accounting software
• Tracking of unpaid and overdue invoices
• Client-approved follow-up on past-due balances
• Approved vendor bill entry
• Payment drafts prepared for your review
• Monthly summary of AR and AP activity

People

Human Resources

Onboarding paperwork and compliance tracking to keep your team properly documented and up to date.

Best for

Small employers and owner-led teams that need consistent onboarding, current employee files, and visibility into expiring certifications and credentials.

What's included

• Onboarding paperwork preparation
• W-4, I-9, and direct deposit collection
• Policy acknowledgment tracking
• Confidential employee file structure
• Certification and license expiration tracking
• Termination and offboarding checklist

Administrative HR support only. We do not provide legal, payroll, or HR compliance advice.

Information

Data Entry & Management

Organizing documents, digitizing files, and managing CRM databases so your information stays accurate and accessible.

Best for

Owners with documents scattered across email, paper, and drives — or a CRM full of duplicates and stale records that no one trusts.

What's included

• Document organization and folder structure
• File digitization and searchable PDF conversion
• Consistent naming conventions
• CRM contact cleanup and deduplication
• Field standardization and tagging
• Ongoing data entry as records come in