Administrative support
Defined monthly capacity for the operational work that otherwise sits with the owner — correspondence, follow-through, and keeping the office current.
Services
Every service below appears in Core, Elevate or Bespoke. We do not offer a separate menu of extras. If a capability is listed on a package, it is in the work; if it is not, it is not billed as if it were.
Defined monthly capacity for the operational work that otherwise sits with the owner — correspondence, follow-through, and keeping the office current.
A monthly document cadence so letters, records and operating documents stay current. One document on Core, two on Elevate, and an agreed scope on Bespoke.
Ongoing email support on every package, with priority handling on Elevate and Bespoke so questions do not wait in a general queue.
A monthly review of what must be done next, so the work of the month is chosen on purpose rather than by whichever request arrived last.
A scored view of how the business is running, with a monthly report. Elevate adds trend insight. Bespoke monitoring and reporting is designed around the client.
Capture of bookkeeping information and a monthly summary on Elevate, with expanded bookkeeping and monthly reporting on Bespoke.
Quarterly sessions on Bespoke to review recommendations, priorities and the shape of support for the next period.
A named consultant on Bespoke, accountable for the relationship, the monitoring, and the quality of the monthly work.