top of page

BOOK A CONSULTATION

Calm Blue Horizon

Ongoing Support

Designed to maintain organization, strengthen your systems, and keep things running smoothly as your business evolves, without hiring full-time help.

How Services Are Structured

Ongoing support is set up on a monthly retainer, creating consistency, a steady rhythm, and the ability to stay ahead of things rather than react.

Time is organized in tiers based on how often you need help and how involved that work needs to be.

A retainer means: dedicated time each month, familiarity with your space, systems, and priorities, less explaining, more flow, and consistency instead of one-off projects.

Time is intended to be used within the month, creating a natural rhythm around availability. This creates a more consistent and responsive way of working together.

Services

This is where fractional office management comes into practice, with ongoing involvement in your space, systems, and day-to-day operations.

Services can take place in your space or behind the scenes, depending on your location and what your business needs most.

Bookkeeping and/or

Digital Systems

Support that happens behind the scenes, focused on your financials and/or digital organization.

In-Office Operations and Organization

Support that takes place directly in your space, focused on how your office functions day-to-day.

Choosing a Level

Most clients fall into one of these based on the level of support they need and how involved their daily operations are.

If none of these options quite fit, I’m happy to create a customized approach that works for you.

Bookkeeping and/Or Digital Systems

Expanded Support

Typically, around 16 - 18 hours per month.

Designed for businesses with higher activity or more complex needs that benefit from a more involved and consistent level of support.

Support at this level may include:

All of Core support, with a more integrated level of involvement.
Ongoing review and cleanup as things evolve or fall out of sync.
Support across day-to-day needs, questions, and shifting of priorities.
Continued organization and management of financial and/or digital systems with priority support and faster turnaround.

Core Support

Typically, around 10 - 12 hours per month.

Designed for businesses that benefit from more active, ongoing support and a clearer sense of how their financials and systems are functioning day-to-day.

Support at this level may include:

Everything included in the Essential level, with a more consistent and hands-on level of oversight.
Ongoing review and cleanup of inconsistencies.
Support with questions, decisions, and day-to-day clarity.
Continued organization and improvement of financial and/or digital systems.

Essential Support

Typically, around 6-8 hours per month.

Designed for businesses that need consistent monthly support to keep their financials and/or digital systems organized and up to date.

Support at this level may include:

Transaction categorization and account maintenance.
Monthly reconciliations and basic financial reporting.
Ongoing organization of financial and/or digital systems.

In-Office Operations and Organization

Expanded Office Support

Typically around 16 hours per month.

Designed for businesses that need a more consistent, embedded level of support across their space and daily operations.

Support at this level may include:

Regular in-office presence.
Ongoing workspace and system management.
Support during busy periods, transitions, or team changes.
More involved operational support, as needed.

Essential Office Support

Typically, around 4 hours per month.

Designed for businesses that need occasional, consistent support to maintain organization and keep things running smoothly.

Support at this level may include:

Light in-office resets and organization.
Supply checks and upkeep.
Small adjustments to existing systems.

Not sure what level
of support you need?

We can talk through what’s working, what’s not, and what

would help things run more smoothly.

bottom of page