SERVICES
Support for Mental Health Professionals
With 13 years of healthcare experience, including 7 years specializing as a Clinical Business Manager for therapists, I am HIPAA-compliant and proficient in EHR platforms like Simple Practice, Alma, Tebra, and Headway, ensuring seamless integration with your existing systems.
- Scheduling and Calendar Management
- Client Onboarding and Communication
- Email Management
- Client Retention and Follow-Up
- Alma/Simple Practice Billing
- Document Creation and Management
- Insurance Credentialing and Billing
- Website Creation and SEO
- Inbound/Outbound Calls/Text Management (Monthly on-call fee required)
Support for Bookkeepers
As a bookkeeping assistant, I prioritize security and efficiency in my work, utilizing LastPass to keep passwords secure and confidential.
- Expense Categorization and Reporting
- Pulling Checks and Bank Statements
- Creating and Organizing Files
- Data Entry and Reconciliation Support
- Workflow Optimization
- Client Onboarding and Follow-ups
- Invoice Preparation and Tracking
- Email and Calendar Management
Support for Business Owners
With extensive experience in platforms like Content Snare, Missive, Asana, ClickUp, and Dubsado, I ensure seamless project management, streamlined workflows, and effective communication. By providing business administrative support such as organizing tasks, managing client interactions, and automating processes, I’m equipped with the tools and skills to help your business thrive.
- Website Creation and SEO
- Data Entry
- Email/Calendar Management and Clean Up
- Blog Post/Weekly Newsletter Creation
- Email/Digital Marketing
- Research Assistance
- Proofreading and Editing
- CRM Management
- Document Creation and Management
- Invoice Management
Why a Monthly Retainer?
- Your time is locked in – I reserve dedicated hours for you every month so your work never gets pushed to the back of the line.
- Budget with ease – One set monthly fee means you always know what to expect—no guesswork, no spikes.
- No surprise bills – Everything we’ve agreed on is covered in your retainer, so you won’t get unexpected invoices.
- Top of the list – Retainer clients get priority when it comes to urgent requests or last-minute needs.
Foundation Package
Billed biweekly in advance – hours reserved just for you!
As-Needed Support – $45/hr
- Minimum of 10 hours every two weeks, billed at $450 biweekly.
- Perfect for therapists and small business owners who need flexible, on-call help without committing to a full package.
- Billed biweekly based on hours worked (minimum applies).
Growth Package
Billed biweekly in advance — hours reserved just for you.
Hours renew each month. Hours do not roll over.
- 15 hours/month
- $645/month (regularly $675)
- Perfect for ongoing admin support, light operations management, and consistent help with daily or weekly projects. Ideal for growing practices that need reliable, structured support.
Thrive Package
Billed biweekly in advance — hours reserved just for you.
Hours renew each month. Hours do not roll over.
- 20 hours/month
- $860/month (regularly $900)
- Ideal for businesses ready for hands-on operational support: from managing daily workflows and team coordination to full operational management, and handling multiple workflows.
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