Embedded Files
Every business I work with is different. Before we talk about services, we talk about your business. What is taking too much of your time, what is falling through the cracks, and what you need to stop doing yourself. The services below are a starting point, not a checklist.
Client Experience
Your clients enjoy a consistent, professional experience from first contact to project close, and your systems keep it running smoothly.
Payments and Collections: I manage your accounts receivable so invoices go out on time and payments come in.
Onboarding and Training: I create manuals for new hires and clients and lead the training, so your team knows exactly how to use your systems.
Process Building: I turn the work you're doing by hand into step-by-step digital workflows that are simple to repeat.
Business Clarity
You know how your business is performing, whenever you check.
CPA-Ready Records: I organize your financial data so it's clear and ready whenever your CPA needs it.
Time and Capacity
Your hours are too valuable to spend on tasks that do not require you. Get them back.
Software Integration: I help you identify what tools are working, what is redundant, and what gaps need to be filled so your systems support your growth instead of slowing it down.
Moving to Paperless: I audit your physical or unorganized digital files and move them into a structured, searchable system in the cloud.
Payroll and Bills: I take care of the money going out, making sure your bills are paid and your team gets their checks accurately and on time.
Official Documents and Notary: I handle business filings, notary services, and drafting of formal letters or documents that you need.
Social Systems
Content Calendar: I build your monthly content calendar around what's happening in your business, so your posts stay consistent and on brand.
Scheduling and Publishing: I schedule and publish your content across your chosen platforms, so it goes out on time without you thinking about it.
Monthly Planning Call: I meet with you once a month to gather your updates and ideas, then turn them into a plan for the weeks ahead.
Real Estate Support
For real estate professionals who need transaction coordination and compliance support.
Compliance and Filing: I audit your files to ensure every signature and addendum is present and correctly filed in your broker's system, like DotLoop or SkySlope.
Deadline Tracking: I set up automated calendars for every contingency including inspections, appraisals, and financing so you never have to worry about missing a date.
Service Coordination: I handle the logistics with title companies, lenders, inspectors, and attorneys so that you stay in the loop without being stuck in the middle.
Legal Support
For licensed attorneys who need paralegal support on estate planning, probate, and case management matters.
Estate Planning Support: I draft trusts, wills, and powers of attorney for estate planning cases.
Probate Support: I draft probate documents and track court calendars to keep your cases moving efficiently.
Case Management: I maintain organized files and track case statuses closely to keep your practice running smoothly.
Note: These services are provided as contract paralegal support for licensed attorneys only and do not constitute legal advice.
Not sure where to start?
That is what the first conversation is for. We will talk through what is on your plate, what is draining you, and where the biggest gaps are. From there we build a plan that fits your business.
Services are available as a one-time project or on a monthly retainer basis.
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