Business Development Services

LLC + EIN Setup Assistance

I walk you through obtaining your LLC and EIN and organize all your foundational legal documents in a clean, easy-to-access digital structure.

Includes:

Guidance through LLC filing
EIN registration support
Operating Agreement template
Organized “Legal Documents” folder
Filing receipts and licenses
Banking & login organization
Digital delivery of all documents

Standard Operating Procedures (SOPs)

I create clear, easy-to-follow SOPs that help your business run smoothly and professionally.

Examples:

Client onboarding
Production workflows
Shipping & receiving
Administrative procedures
Creative workflows
Quality control checklists

Includes a PDF SOP + editable Google Doc version.

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Monthly Invoicing Management

Perfect for small business owners, contractors, and creatives who need consistent, professional invoicing without the stress.

Includes:

Creation and sending of all customer invoices
Tracking paid vs. unpaid invoices
Maintaining an up-to-date invoice log
Weekly follow-ups and gentle payment reminder messages
Custom branded invoice template setup (optional)
End-of-month invoice summary report

You don’t have to run your business alone.

I help you build systems, organization, and clarity so you can grow with confidence.

Choose support that actually supports you.

Starter Bookkeeping

Best for freelancers, new business owners, and creatives getting organized.

Includes:

Monthly income & expense categorization
Monthly spreadsheet updates OR basic software setup (Wave, QBO, Sheets)
Expense tracking organization (digital receipt folders)
Mileage tracking system setup
Software-generated reports (P&L, expense summary)
Email support for bookkeeping questions
1 education call/month (how to categorize, how to track income, etc.)

Standard Bookkeeping

Best for small businesses with regular transactions needing ongoing tracking.

Includes everything in Starter, plus:

Accounts Receivable support
- invoice creation
- payment tracking
- late payment reminders
Accounts Payable support
- entering bills
- due-date tracking
Monthly bank reconciliation
Monthly mileage + write-off organization
Quarterly tax-prep folder organization
- year-to-date financial folder
- receipts sorted
- statements prepared for CPA
2 education/training calls per month

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Premium Bookkeeping + Systems

Includes everything in Standard, plus:

Complete digital financial organization system
- monthly/quarterly folder structure
- CPA-ready year-end organization
- categorized archives from previous months
Customized bookkeeping spreadsheet or QBO/Wave structure
Cash flow summary built inside the spreadsheet/software
Monthly performance snapshot (non-advisory)
Weekly email check-ins
Unlimited instructional support
- “How to use your system” training
- app setup (receipt apps, mileage apps, invoicing apps)

Ready to land your next opportunity?

I help you clarify your goals, build a standout resume or portfolio, and create a roadmap so you can move forward with confidence.

Choose guidance that actually moves you toward your future.

Resume & Portfolio Building

Showcase your skills and experience in a professional, polished way. I help you craft a standout resume or a basic 1-page portfolio to highlight your work and make a strong impression.

Includes:

One PDF resume or a basic 1-page portfolio
Guidance on layout, content, and presentation
Tips for tailoring your materials to specific jobs or opportunities

Career Coaching & Resume Strategy

Discover your path and take actionable steps toward your goals. I guide you in exploring career fields, refining your interests, and building a tailored resume and roadmap to achieve your future aspirations.

Includes: