Packages

Bookkeeping. Admin. Peace of mind — all done right.

Whether you need reliable Bookkeeping, a proactive Virtual Assistant, a Blend of Both, or a Custom Package tailored to your business — I’m here to help you stay organized, efficient, and confident.

Have an idea but not sure how to bring it to life?
That’s where the Business Launchpad comes in — a hands-on consulting program designed to turn your spark into a structured plan, actionable steps, and a fully launched business. Together, we’ll take your idea from concept to reality — all done right.

Bookkeeping Packages

Essential Books

Starting at $389 /mo

For startups or solo businesses needing accurate, compliant bookkeeping.

  • Up to 2–4 accounts & 100 transactions/month

  • Categorization & monthly reconciliation

  • Profit & Loss, Balance Sheet, and Cash Flow reports

  • Email support within 2 business days

Best For: Early-stage owners and solopreneurs who want clean, compliant books with minimal fuss.

Add-ons: QBO setup – Payroll – 1099s 

Choose Essential

Most Popular – Growth Books

Starting at $689 /mo

For small businesses with multiple accounts and higher transaction volume.

  • Up to 4–6 accounts & 400 transactions/month

  • Monthly reporting + quarterly review call

  • Sales tax tracking & filing coordination

Best For: Service-based businesses or trades with growing complexity and steady cash flow.

Add-ons: Payroll & 1099s –   Invoicing – Bill Pay – Catch-up

Choose Growth

Financial Partner

Starting at $989 /mo

For established teams ready to hand off their entire financial operations.

  • Up to 6+ accounts & 800 transactions/month

  • Payroll & 1099s (≤ 15 staff / contractors)

  • Monthly review meeting & year-end CPA packet

  • Priority support and workflow accountability

Best For: Established businesses ready to delegate full financial management confidently.

Add-ons: Strategy Session – Additional Entities – Custom Quote

Choose Partner


Add-ons for all tiers: Catch-up bookkeeping · QuickBooks setup ($750 one-time) – Multi-entity management (custom quote)

Business Launchpad Package

From Idea to Operational – Let’s Launch It Right

Starting a business can feel overwhelming—but you don’t have to do it alone. The Business Launchpad Package gives you a hands-on consultant who not only helps you plan your business but ensures every piece gets done—from setup to systems to success.

As your Launch Consultant, I coordinate the process, connect you with trusted local professionals, and keep everything on track so your business is ready to run.

🌟 What’s Included

Phase 1 – Foundation Setup (Weeks 1–2)

  • Business formation guidance (LLC/Sole Prop setup, EIN, Seller’s Permit, etc.)

  • Domain and email setup (including branded Gmail/GSuite)

  • Secure digital file structure (Google Drive or alternative)

  • Password manager and data security setup

  • QuickBooks Online setup and initial training

  • Vendor and client onboarding forms

  • Coordination with referred specialists 

🕓 Estimated Time: 6–8 hours

Phase 2 – Systems & Operations (Weeks 3–4)

  • Workflow design (invoices, payments, client communication)

  • CRM or booking platform setup (Square, GlossGenius, Dubsado, etc.)

  • Social media and business listing setup (Google Business, Instagram, LinkedIn)

  • Calendar, email automation, and reminder systems

  • File templates and business SOPs

  • Coordination with referred specialists 

🕓 Estimated Time: 8–10 hours

Phase 3 – Branding & Launch Support (Weeks 5–6)

  • Coordinate with designer for logo, brand colors, and website updates

  • Review pricing and service structure

  • Assist with product listings, online store setup, and tax configurations

  • Organize launch checklist (marketing tasks, announcements, etc.)

  • Provide accountability and milestone tracking

🕓 Estimated Time: 6–8 hours

💼 Your Role

You’ll provide the content, decisions, and approvals. I’ll handle the organization, accountability, and referrals to vetted professionals—ensuring your business is compliant, operational, and visually ready to shine.

💰 Investment

Starting at $1,000 – $3,000
(Billed by phase or one time – flexible based on scope and client readiness)

Includes:

  • Project Management & Accountability Partnership — From concept to launch, I act as your hands-on partner — keeping you focused, on track, and moving your idea from spark to successful business.

  • Secure Shared Drive Setup — A centralized, organized, and protected space for all business documents, forms, and resources.

  • Weekly 1:1 Strategy & Progress Sessions — Dedicated meetings to review milestones, address challenges, and celebrate wins while maintaining momentum.

  • Professional Referrals & Coordination — Access my trusted network of CPAs, designers, IT specialists, and other professionals — I’ll connect and coordinate so everything aligns seamlessly.

  • Ongoing Email Support — Quick access between meetings for questions, clarifications, or next-step guidance.

🤝 Why This Works

You’re not just getting “advice.” You’re getting a project manager and consultant who ensures progress actually happens. I’ll help you avoid startup pitfalls, connect you to the right people, and set you up for a clean, confident launch. 

These packages are examples — every business runs differently.
We’ll customize your plan around the exact type of administrative support you need.

Starter Support

Starting at $325 /mo · 5 hrs

For solopreneurs who need light, consistent weekly help to stay organized and on track.

  • Email & calendar management

  • Document prep & file organization

  • Client follow-ups & reminders

Best For: Entrepreneurs needing structure and dependable admin support each week.

Add-ons: Extra hours – Social scheduling

Choose Starter

Most Popular – Growth Assistant

Starting at $595 /mo · 10 hrs

For growing businesses ready to delegate confidently and focus on higher-value work.

  • Vendor & client coordination

  • Light project management (ClickUp / Monday/Saleforce)

  • SOP setup & task automation

Best For: Small business owners ready to offload vendor communication and recurring admin tasks.

Add-ons: Monthly planning – CRM / workflow setup 

Choose Growth

Executive Assistant Partner

Starting at $1,095 /mo · 20 hrs

For founders and executives who need a reliable right-hand partner to manage the details.

  • Client & vendor communications

  • Scheduling, reporting, and task tracking

  • Same-day response priority

Best For: Busy leaders who want a proactive, high-level assistant managing daily operations smoothly.

Add-ons: Extra hours – Project management – Custom quote

Choose Executive

 

Hybrid Packages – The Best of Both Worlds

Bookkeeping + Admin Support = total business balance.

These are sample combinations — every business runs differently. In person or virtual we can make it happen.

We’ll tailor your hybrid package around your workflow, team, and goals for one simple monthly rate.

Balanced Business

Starting at $650 /mo

Essential books + admin help in one place.

  • Up to 2–4 accounts & 200 transactions/month

  • Monthly reconciliation + financial reports

  • 5 admin hours (calendar, email, invoicing)

  • Shared task tracker + secure file share

Best For: Owners who want essential bookkeeping and admin support in one streamlined plan.

Add-ons: Payroll – Social scheduling – Extra hours

Choose Balanced

Most Popular – Business Growth

Starting at $875 /mo

Consistent financial and administrative support to help you scale with confidence.

  • Up to 4–6 accounts & 500 transactions/month

  • Monthly reconciliation + quarterly review call

  • 8 admin hours (vendor communication, SOPs, project management)

  • Unlimited email support

Best For: Growing service-based businesses that need both accurate financials and steady administrative help.

Add-ons: Bill Pay & Invoicing – Payroll – Extra hours 

Choose Growth


Total Business Partner

Starting at $1,200 /mo

Full financial and operational support for established teams.

  • Up to 6+ accounts & 800 transactions/month

  • Payroll & 1099 management

  • 10 admin hours (coordination, reporting, CRM updates)

  • Workflow automation setup

  • Same-day priority support

Best For: Established firms that want a dedicated partner managing books, admin, and daily coordination.

Add-ons: Strategy Session – SOPs / Automation –Extra hours 

Choose Partner

Bundle and save 10% when combining bookkeeping + admin services.

📅 Book Your Free Discovery Call
Prefer email? info@assistingdoneright.com

Need Something Custom?

Let’s tailor the perfect package — mix bookkeeping, admin, and strategy to fit your workflow, seasonality, and goals. We’ll scope your accounts, team size, and deliverables, then quote a simple flat monthly rate.

  • Mix & match: Bookkeeping + Admin + Advisory
  • Set month-end deliverable dates & response SLAs
  • Bundle options: A/R, A/P, payroll, and reporting
Best For: Businesses with seasonal needs, unique workflows, or multi-entity structures looking for a tailored partnership.

Build My Custom Package

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