01
Administrative Operations
The day-to-day office work, handled on a set routine: correspondence, scheduling, data entry and the follow-through that keeps the business moving.
Includes
- Inbox and correspondence management
- Calendar and appointment scheduling
- Data entry and record updates
- A weekly summary of completed work
You receive
- An agreed weekly routine
- Weekly activity summary
02
Records & Documents
A filing structure for paper and digital records, so each document is stored once, named clearly and easy to retrieve.
Includes
- Folder structure and naming rules
- Scanning and digitizing paper files
- Retention schedule for each record type
- Access permissions by role
You receive
- Organized record system
- Filing guide for your staff
Billing Administration
Invoices prepared on a regular cycle and open balances followed up courteously, with records ready for your accountant.
Includes
- Invoices prepared from your approved rates
- Courteous reminders on open balances
- Vendor bills sorted and filed
- Month-end records handoff to your accountant
You receive
- Billing calendar
- Monthly records package
One routine for the office, agreed before it starts.
04Procedure Design
Written steps for the tasks your office repeats, so the work is done the same way whoever does it.
- Task inventory and walkthroughs
- Step-by-step procedure writing
- Checklists and templates
- Onboarding guide for new staff
You receive: procedure library, templates and checklists.
05Vendors & Renewals
One calendar for contracts, registrations and insurance certificates, with reminders set well before each date.
- Vendor and contract register
- Renewal and filing date calendar
- Certificate and document requests
- Advance reminders for each date
You receive: renewal calendar, vendor register.
06Office Systems Setup
The tools behind your office, set up so files, tasks and signatures live in one place your people can use.
- Shared drive and file storage setup
- Task and project tracking
- E-signature and form templates
- A short training session for your staff
You receive: tools configured in your accounts, recorded walkthrough.
Questions
Before you engage us.
How is pricing set?
Pricing depends on scope. You receive a quote before work begins.
How can we work together?
As a one-time project, such as organizing your records, as ongoing monthly support, or as working sessions with the owner.
Can we start with one service?
Yes. Any service can be engaged on its own, and others can be added later.
Do you handle our money?
No. We prepare invoices and records, but we do not take custody of funds, sign checks or make payments for you.
Who owns the files and documents?
Ownership of documents and files is defined by each engagement agreement. See section 08 of our Terms of Service.
How are delivery and cancellation handled?
Both are set out in our Fulfillment Policy.
Do you provide legal, tax or accounting advice?
No. We keep your records organized for your attorney and accountant, and we will tell you when a question needs one of them.
Choose a starting point.
Tell us which part of the office needs attention first. We will suggest where to start.
