Services — What We Deliver

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Personal Admin & Time Control
Inbox rules, shared calendars, reminders, and a weekly review rhythm that takes minutes—not hours.

Money Basics & Bills
Account map, bills calendar, autopay/alerts, spending view, and a monthly close checklist for personal finances.

Receipts & Document Vault
One capture workflow from phone toDrive/OneDrive; folder standards, naming rules, and a searchable archive.

Budget & Cash‑Flow Snapshot
Simple plan in Sheets/Notion with categories you can actually maintain; optional debt‑paydown view.

Sole‑Prop Setup
DBA, EIN, invoice templates, payment links, and a tax‑ready record system for 1099 work.

Tax Help (PTIN)
We can file many individual returns as a PTIN holder, or assemble a clean document pack and coordinate with your CPA.

Custom & On‑Request Work: If it touches personal admin, bills/records, sole‑prop setup, or tax‑readiness, we’ll scope it for you.