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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

All services

Virtual assistance

Systems & projects

We set up your project board, write down how things are done and keep projects moving, so your business runs even when you’re off.

Book a free call

Starting at$600 one time

What’s included

  • Your project tool set up or cleaned up
  • Templates for repeat work
  • Short, clear SOPs written as we go
  • Launch and project management
  • Weekly status notes
  • Team handover docs

Great for: Growing teams and solo owners about to hire.

What to expect

We start by learning how you work today. Then we set up (or clean up) your Asana, Notion or ClickUp, create templates for the things you do over and over and write short, clear SOPs as we go.

Launching something? We’ll project-manage it: timelines, reminders and a weekly status note, so nothing falls through the cracks.

Packages

Virtual assistance packages

  • 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.

Questions

About Systems & projects, answered

Something else on your mind? Ask us anything.

Is this one time or ongoing?

Either. Many clients start with a one-time setup, then keep us on a monthly plan to run it.

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.