Service Menu

Explore our service menu and transparent base (“from”) prices—think of them as starting points. Every engagement is fully tailored to your goals, systems, and stage of growth. Work with us on a one-time project, set up recurring support, or keep us on retainer for ongoing needs. After a brief scoping conversation, we’ll provide a fixed, no-surprises quote aligned with your timeline and budget—flexible enough to scale up or down as your needs evolve.

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Documentation Services

    • Structure and format business plans, SOPs, and organizational documents

    • Prepare board meeting minutes and maintain digital archives

    • Format nonprofit bylaws and governance materials

    • Create custom intake forms, job descriptions, and hiring documents

    • Organize policy handbooks and internal documentation

    • Proofread and review content for clarity, tone, and consistency

    • Build digital filing systems for operations, legal, or financial records

    • Convert and structure documents from paper, PDF, or unformatted notes

    • Set up form-to-doc automations (e.g., Google Forms -> Docs)

    • From $50 per service. Final price tailored to scope and volume.

    • Fixed quote upfront—no surprises. Delivery + one revision included.

    • Bundle any 3+ services and save 10%.

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Data & Operations

    • Develop Google Sheets for tracking time, income, clients, and KPIs

    • Create project dashboards and live reporting sheets

    • Build custom tracking tools for outreach, donor records, or grants

    • Map workflows from idea to execution using visuals or checklist tools

    • Document and diagram internal processes for onboarding or training

    • Review and organize survey data or form responses into usable formats

    • Set up light automations across Google Workspace or Zapier

    • From $120 per service. Final price tailored to scope, data cleanup, and integrations.

    • Fixed quote upfront—no surprises. Delivery + one revision included.

    • Bundle any 3+ services and save 10%.

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Financial Services

    • Build custom income/expense trackers based on your categories

    • Create cash flow and budget spreadsheets tailored to your goals

    • Organize receipts, bank records, and donation logs for clean storage

    • Set up year-by-year digital folders for easy tax season prep

    • Prepare clean financial overviews for CPA or board review

    • Create comparison spreadsheets to help evaluate vendors, budgets, or options

    • Develop visual dashboards using Google Sheets or Excel

    • From $120 per service. Final price tailored to scope, data cleanup, and integrations.

    • Fixed quote upfront—no surprises. Delivery + one revision included.

    • Bundle any 3+ services and save 10%.

Computer screen displaying a report on user activity by cohort, with a bar chart showing activity levels from April 23 to June 3, 2023.

Project Management Support

    • Set up Trello, ClickUp, or Notion boards tailored to your work style

    • Build timelines, shared calendars, and milestone tracking tools

    • Create centralized hubs for documentation and deliverables

    • Maintain task lists and progress reports based on your input

    • Draft communication templates for updates, client check-ins, or reminders

    • Coordinate internal feedback collection tools and meeting records

    • Provide light timeline or deadline reminders without acting as project manager

    • From $120 per service. Final price tailored to scope, data cleanup, and integrations.

    • Fixed quote upfront—no surprises. Delivery + one revision included.

    • Bundle any 3+ services and save 10%.

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Administrative Support

    • Format and organize service proposals, contracts, and policies

    • Create onboarding kits for staff, clients, or board members

    • Build internal documentation libraries and shareable resource folders

    • Organize recurring communication workflows and email templates

    • Set up digital signature tools (DocuSign, HelloSign) within your process

    • Assemble launch-ready document suites for new businesses or nonprofits:

      • Mission statement, bylaws, board rosters, first minutes

      • EIN and filing checklists

      • SOPs, org charts, and internal tools

    • From $120 per service. Final price tailored to scope, data cleanup, and integrations.

    • Fixed quote upfront—no surprises. Delivery + one revision included.

    • Bundle any 3+ services and save 10%.

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Strategy & Growth

    • Design KPI trees and a clear metrics architecture

    • Set SMART goals and facilitate OKRs across teams

    • Build executive dashboards and live performance reports

    • Produce monthly and quarterly business reviews with insights and next steps

    • Create driver-based forecasts and scenario models for targets and budgets

    • Launch experimentation programs with KPI lift targets and rigorous readouts

    • Standardize data taxonomy and tracking plans for consistent, trustworthy reporting

    • From $300 per service. Final price tailored to scope, data cleanup, and integrations.

    • Fixed quote upfront—no surprises. Delivery + one revision included.

    • Bundle any 3+ services and save 10%.

Disclaimer: I am not a lawyer or a CPA. I do not provide legal, financial, or tax advice. I do not file, sign, or submit documents on your behalf. I do not write grant proposals or strategic business plans from scratch (I can format and assemble your content). You retain full responsibility for approvals and submissions, and all materials remain yours.

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