Services
Ongoing monthly maintenance for admin and records, with clearly defined scope and predictable support.
How the service works
Most clients work with me through a monthly maintenance package. This covers the ongoing admin and records work that needs to be kept under control month after month.
Additional tasks are included as long as they fit within your package volume and agreed scope.
Items are countable units such as one transaction, one receipt, one invoice sent or followed up on, one document filed or renamed, or one spreadsheet update request.
I work asynchronously using your existing tools, templates, and instructions. Items requiring business-specific decisions or judgment are flagged for your review.
This service covers execution and maintenance only. Setup, system design, and banking-related actions are not included.
Records maintenance and bookkeeping prep
Organizing receipts and supporting documents, maintaining records based on your existing categories and rules, and preparing summaries or exports for review. No tax advice, filings, or adjustments.
Invoice tracking and follow-ups (admin maintenance)
Tracking issued invoices, monitoring payment status, and handling written payment follow-ups using your templates and instructions. Billing decisions and pricing remain with you.
Digital receipts and document organization (systems and structure)
Organizing digital receipts and documents, applying consistent naming and folder structure, and linking items to existing records when information is provided.
Spreadsheets and data cleanup
Formatting, cleanup, removing duplicates, and simple tracking so your spreadsheets remain accurate, readable, and usable.
Data entry and research
Accurate data entry, list building, basic research, and keeping internal records consistent and reliable.
Document formatting
Client-facing documents, internal templates, and PDFs with consistent formatting and structure, handled within monthly support when needed.
Website updates using your content
Uploading text and images you provide, updating existing pages, and keeping content current without changing design or strategy.
Content and Canva support
Light Canva work, resizing assets, scheduling posts, and organizing brand files so content is easy to reuse.