Service Offerings
Book a free 1:1 meeting to explore how we can help.
Ongoing Services
Do you need ongoing support? Here are the long-term services we offer:
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Having a strategic Executive Assistant is a game-changer. We will manage your executive office so you don’t have to.
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Our dream is to see every organization with effective administrative support. If you’re looking to grow as an executive assistant, learn the basics for an admin role, or figure out how to work well with an assistant for the first time — we’re here to help.
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We help coordinate, track, and keep your projects moving — bringing clarity, momentum, and structure from start to finish.
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Your leadership team sets the tone, shapes the culture, and drives your organization forward. We come alongside to support your team as they build alignment and trust, developing the rhythms and systems needed for clear communication, shared purpose, and sustainable growth.
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From facilitating to note-taking, we are meeting specialists. Most organizations are having inefficient meetings, we will help you make the most of everyone’s time.
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Whether it is drafting a business plan or creating a 3-year strategic roadmap, we would love to partner with you.
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OKRs, SMART goals, or another framework; we’ll help you integrate it into your regular operations — keeping your team focused and your mission on track.
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We help streamline Board operations and strengthen governance practices — supporting leadership, effective meetings, and meaningful engagement.
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We help track and manage annual filings, resolutions, and renewals — keeping your organization in good standing and your business records up to date.
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Do you need help with your inbox, calendar, or filing system? This is our specialty, we got you.
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Income and expense tracking & report generation
Basic budgeting support
Bank and credit card reconciliations
Basic accounts receivable and accounts payable (invoicing, payments, etc.)
One-Off Services
Process Development
We design and implement new systems for day-to-day operations — like request, ticketing, or project management systems to streamline internal workflows.
Board Meetings
We support agenda creation, document prep, and follow-up so your Board meetings run smoothly and stay on track.
Efficiency Assessments
Evaluate current systems and processes across teams and provide tailored recommendations to increase clarity and efficiency.
CRM Configuration
We set up and optimize your CRM database, training your team to use it effectively for relationship and data management.
Project Management Systems
We configure project management tools (like ClickUp or Asana) and equip your team to use them with confidence and consistency.
Event Planning Support
We help plan and coordinate events — from fundraising dinners to leadership retreats — with clear systems and timelines.
Filing Systems
Create organized, easy-to-maintain filing systems — whether physical, digital, or both — to help your team stay on top of documentation.
Email & Calendar Revamp
Declutter and restructure inboxes and calendars to establish smoother workflows and better time management.
