We’re your behind-the-scenes team for admin, ops, and client care—so you can lead without the overwhelm.

​Services include calendar/email, document & data management, project coordination, CRM/client communications, light bookkeeping, research/report preparation, meeting support, and basic technical and website assistance.

​SmartBiz Support Suite

​Streamline the back end. Free up your time. Grow with confidence.

Package Options (all customizable)

Essentials Package

$650/month

Perfect for steady, light support.
Scope (up to ~10 hrs/mo):

• Email & calendar management
• ​Document prep, formatting, digital filing
• Task updates and follow-ups

• Monthly progress recap

Best For:
Solopreneurs or small teams who need dependable admin support without the overhead of a full-time assistant.​

Growth Package

$950/month

Add project coordination, client care, and event assistance.
Scope (up to ~16 hrs/mo):

• Everything in Essentials
• Project board upkeep (Asana, Trello)
• Client onboarding + CRM updates
• Event coordination support (agenda prep, reminders, logistics assistance)
• Basic research & reporting
• Twice-monthly check-ins

Best For:
Entrepreneurs who are ready to grow but feel stretched thin managing projects, clients, and events.

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​Scale Package

$1,400/month

Hands-on operational and event management support.
​This is your done-for-you operations partner. We take a proactive role in running your backend, ensuring your systems, finances, and events run smoothly — much like an outsourced operations manager.
Here’s what that includes:

• Everything in Growth, plus:
• Lite Bookkeeping: Invoicing, expense tracking, and simple reconciliations — ensuring your financials are always current.
• Full Event & Meeting Management: We handle scheduling, setup, reminders, tech checks (for Zoom, Teams, etc.), and post-event reports or follow-up emails.
• System & Process Optimization: We review your workflow, identify inefficiencies, and suggest (or set up) automations using tools like Zapier or ClickUp.
• Website & Tech Maintenance: We’ll make minor content updates, monitor performance, and ensure plugins and backups are current.
• Weekly Status Reports: You’ll know exactly what’s been completed, what’s in progress, and what’s next on your business dashboard.

Best For:
Established small business owners or teams ready to operate like a well-oiled machine, with steady, professional backend management.

​​Flex Pass Package

$85/hour (as needed)

Perfect for one-time help, seasonal pushes, or special events.
You can book support in flexible blocks (3–10 hours) for anything you need help with — no long-term commitment.
Use it for:

• Event coordination (virtual or in-person)
• Product or service launches
• Overflow project work
• Admin cleanup or system setup
• Temporary coverage during busy periods or vacations

Best For:
Businesses that don’t need consistent monthly help but want expert backup when things get hectic.

What You Can Mix & Match

Use these to tailor any package:

• Client care: inbox triage, scheduling, CRM hygiene, scheduling
• Projects: deadlines/owners, light resourcing, status notes
• Docs & data: slides, forms, lists, SOPs, clean digital filing
• Numbers: invoicing, Post payments, expense logs, reminders, simple reconciliations
• Meetings: agendas, minutes, action follow-ups
• Research: market/competitor/product scans + 1-page briefs
• Tech/website: tool setups, basic troubleshooting, updates/monitoring, content updates

Ready to reclaim your time?

​Small team? Big goals? We’ll right-size the package to fit how you work.

Book a Clarity Session

Start with Essentials