Services

Fourteen places the hours come back.

Four core engagements most clients start with, plus ten extended areas we build on request. Every price below is a real range, not a “contact us”.

4core
10extended

Core engagements

Where most clients start

01

Bookkeeping & Accounting Automation

Invoice tracking, receipt processing, expense categorization, and monthly financial reporting handled by AI workflows instead of by hand.

  • Save 10+ hours a month on reconciliation
  • Real-time financial visibility instead of month-end surprises
  • Tax-prep documents organized as they arrive, not in April
Setup $2,000–$3,500Retainer $800/mo
02

Marketing Content & Strategy

A content engine that turns one core idea into a month of social posts, newsletters, and ad copy — with the research behind it.

  • Consistent output without hiring a full-time marketer
  • Ad copy tested and analyzed, not guessed at
  • Competitive research and customer personas kept current
Setup $1,500–$2,500Retainer $600/mo
03

Business Planning & Strategy

Budget modeling, scenario analysis, competitive positioning, and a 90-day execution roadmap grounded in your actual numbers.

  • Strategic clarity in days, not a two-month consulting engagement
  • Scenario models you can re-run yourself
  • Annual plan that gets updated instead of shelved
Setup $3,000–$5,000Retainer $1,200/mo
04

Ongoing AI Management Retainer

Someone who owns the AI stack: tuning what exists, building what's next, and training whoever joins the team.

  • Workflows improve monthly instead of decaying
  • New buildouts as needs emerge
  • Quarterly strategy review and team training included
Retainer $500–$1,500/mo

Extended areas

Built on request

Same model: fixed setup fee, monthly retainer, documentation and training at handoff.

HR & Workforce Management

Job descriptions, employee handbook, onboarding checklists, performance review frameworks, and policy documentation.

  • Hiring materials that exist before you need them
  • A handbook that matches how you actually operate
  • Consistent review process across every manager
Setup $1,500–$3,000Retainer $400–$800/mo

Customer Service Automation

FAQ knowledge base, response templates, complaint escalation workflows, and satisfaction survey analysis.

  • Support team stops retyping the same five answers
  • Escalation path that is written down
  • Survey results that turn into a list of fixes
Setup $1,200–$2,500Retainer $400–$700/mo

Operations & SOP Documentation

Standard operating procedures, process maps, training manuals, and compliance documentation produced at scale.

  • Tribal knowledge moved out of one person's head
  • Onboarding that does not require shadowing for a month
  • Compliance checklists ready for audit
Setup $1,500–$3,000Retainer $400–$800/mo

Competitive Intelligence & Market Research

Competitor analysis, market trend reports, customer personas, and growth-opportunity identification on a recurring cadence.

  • Know what changed in your market this quarter
  • Positioning based on research, not instinct
  • A repeatable research process, not a one-off deck
Setup $1,200–$2,500Retainer $400–$700/mo

Data Analysis & Business Reporting

Sales trend analysis, customer insight reports, KPI dashboards, and the written interpretation that makes them useful.

  • KPIs with a narrative, not just a chart
  • Monthly reporting that generates itself
  • Insights surfaced before they become problems
Setup $1,500–$3,000Retainer $400–$800/mo

Project Management Support

Project plans, status reports, meeting minutes, stakeholder updates, and timeline tracking generated from what already happened.

  • Status reports that write themselves
  • Meeting notes captured without a scribe
  • Stakeholders informed without a weekly scramble
Setup $1,200–$2,500Retainer $400–$700/mo

Vendor & Procurement Management

RFP templates, vendor comparison matrices, supplier communication scripts, and a procurement workflow that holds up.

  • Apples-to-apples vendor comparisons
  • RFPs out the door in a day
  • Renewal dates tracked instead of auto-renewed
Setup $1,200–$2,500Retainer $400–$700/mo

Training & Knowledge Management

Internal training content, searchable knowledge bases, onboarding scripts, and employee learning resources.

  • New hires productive in weeks, not quarters
  • Answers findable without asking a colleague
  • Training that updates when the process does
Setup $1,500–$3,000Retainer $400–$800/mo

Grant Writing & Funding Support

Grant opportunity research, application drafting, pitch narratives, and funding proposal development.

  • Opportunities surfaced before the deadline
  • Drafts that need editing, not writing
  • A reusable narrative across applications
Setup $1,500–$3,000Retainer $400–$800/mo

Not sure which of these you need?

That is what the audit is for. Forty-five minutes, free, and you leave with a ranked list whether or not you hire us.