Skip to content
Bookkeeping & VA templateLive demo · sample business All templates Use this template
Demo: On your own site, this opens your client portal: TaxDome, Karbon, Canopy, SmartVault, Dubsado, HoneyBook, a shared drive or any login page you use. Book a free call

Taking new clients this season

Virtual assistance for busy business owners

Your inbox, calendar and to-dos, handled.

A dedicated virtual assistant for your inbox, calendar, clients and the hundred small things, so you can get back to the work only you can do.

  • US-based team
  • Replies within a day
  • Clients in 23 states
  • Inbox 0 unread 214 emails handled this week
  • This week 12 meetings booked, confirmed and prepped

Certified in, and working daily with

  • Google Workspace
  • Microsoft 365
  • Asana
  • Slack
  • Notion
  • Canva
  • Calendly
  • Dubsado
  • HoneyBook
  • Mailchimp
  • Zoom
  • LastPass

Sound familiar?

If you’re nodding along, we should talk

Tick everything that sounds like your week.

That’s exactly the kind of thing we take off your plate.

Book a free call

Services

Support for the busy parts of your business

One dedicated assistant who learns how you like things done, then quietly keeps everything moving.

  • 2016Keeping books since
  • 80+Small businesses supported
  • 23States our clients call home
  • 1 dayReply time, promised

How it works

From overwhelmed to handed off in three steps

No complicated onboarding, no long contracts. Most clients are fully handed off within two weeks.

  1. Step 1: A free 20-minute call

    Tell us what’s on your plate. We’ll ask a few questions, look at what’s eating your time and tell you honestly whether we’re a good fit.

  2. Step 2: A clear plan and one price

    Within two days you get a short written plan: what we’ll take on, when we’ll start and one flat monthly price. No hourly surprises.

  3. Step 3: Settle in, then hand it off

    We set up secure access, tidy up anything that needs it and build a simple routine. You’ll notice the extra hours within the first month.

Your week, handled

A steady weekly rhythm, with room for whatever comes up.

  1. MonInbox triage & your week plannedYour inbox cleared and a short list of what needs you.
  2. TueClient follow-upsOnboarding, reminders and replies, sent on time.
  3. WedInvoices out, bills paidMoney in and money out, handled mid-week.
  4. ThuContent scheduledNext week’s posts and newsletter, ready to go.
  5. FriYour weekly recapWhat got done, what’s next and anything that needs you.

See how we work

Packages

Simple, flat monthly pricing

One price a month, no hourly surprises. Pick a starting point; we’ll fine-tune it together on our first call.

  • 10 hours

    Light support for solo owners

    • Inbox & calendar care
    • A weekly check-in by email
    • Replies within one business day
    • Unused hours roll over a month

    Total$450a month

    Start with 10 hours
  • 40 hours

    A part-time team member

    • Everything in 20 hours
    • Same-day replies
    • Social media & newsletter support
    • Your SOPs, written as we go

    Total$1,600a month

    Start with 40 hours

Prices are a starting point. Catch-up work, very high volumes or special projects are quoted separately, and always agreed in writing before we start.

See all packages

Do the math

What is your time worth?

Most owners spend 5 to 10 hours a week on books and admin. Slide to see what that costs you.

6 hours

$125

That’s about $3,250 of your time every month.

Our packages start at $450 a month.

Get those hours back

Maren Holloway

Since2016

Hi, I’m Maren

The person behind your inbox

I spent nine years at a CPA firm watching great businesses get buried in paperwork. In 2016 I started Well Kept to fix that: a small, careful team that keeps your books clean and your admin moving, and actually picks up the phone.

Your business deserves numbers you can trust and a Monday that doesn’t start with 400 emails.

Maren Holloway, founder
  • Eight years supporting founders
  • Google Workspace & Asana certified
  • US-based and background-checked
  • Fully insured, with an NDA for every client

More about us

Kind words

Small business owners, sleeping better

  • I used to dread the end of every month. Now the reports just show up, and they actually make sense. For the first time I know which jobs make us money.

    Dana R.Loft & Lumber Carpentry
  • Tessa runs my inbox and calendar better than I ever did. I got back two full days a week, and my clients hear back faster than when it was me.

    Priya S.Studio Juniper
  • We were eleven months behind. They caught us up in five weeks, and our CPA actually sent a thank-you note.

    Marcus L.Bright Bowl Cafe
  • Payroll used to eat my Friday afternoons. It hasn’t crossed my mind in a year.

    Elena V.Vega Family Dental
  • Clear pricing, fast replies and zero judgment about my shoebox of receipts. I recommend them to every business owner I know.

    Jordan K.Kinetic Physical Therapy
Demo: On your own site, this opens your reviews on Google. Paste your Google review link in the builder and both Google buttons appear.Demo: On your own site, this opens Google’s “write a review” box for your business: the easiest way to collect new reviews.

Free download

The delegation starter list

60 tasks you can hand to an assistant this week, sorted by how much time each one gives back. Circle ten and you’re ready to delegate.

Questions

Good questions

Something else on your mind? Ask us anything.

Do we need to be in the same city?

Not at all. We work with clients all over the US by video, phone and a secure shared portal. If you’re in Raleigh, we’re always happy to meet for coffee.

What can a virtual assistant take off my plate?

Anything that repeats: email, scheduling, client onboarding, invoices, travel, research, social posts and data entry. Our free Delegation Starter List has 60 ideas.

Is my information safe with you?

Yes. Two-factor sign-in everywhere, a password manager, an NDA with every client and full insurance. We ask for read-only bank access whenever we can.

How do we work together day to day?

A shared board in Asana or Notion, a quick weekly check-in and replies within one business day (same day on the 40-hour plan).

Is there a contract?

Month to month. If it isn’t working, give us 30 days’ notice and we’ll hand everything back neatly, logins and all.

Let’s get your evenings back

Book a free, no-pressure 20-minute call. You’ll leave with a clear plan, even if it isn’t with us.

We reply within one business day, usually sooner.