Operational Support Services
for small business owners and CEOs
At Elevate, our EAs are here to partner with you, take over your to-do list, create streamlined systems, and ultimately future-proof your business.
Our customized services are designed for your unique business needs so we can help you reach your big goals faster and more efficiently.
Keep scrolling to see what we can do for your business!
The Elevated Difference
Partnering with our agency is an experience far above and beyond hiring a virtual assistant
When you work with Elevate, you get:
a vetted and trained expert Executive Assistant, Bookkeeper, Project Manager, etc.
seamless coverage by the Elevate team during your EA’s vacation
access to Elevate’s network of trusted resources, templates, and more
an Account Management Team, dedicated to the success of your partnership
weekly updates to see what the status of your retainer usage is and what’s on the priority list to get done this week
documentation of processes that we handle for you (SOPs, templates, etc.)
a quarterly strategy call with your Executive Assistant and a member of our Account Management team
Our team participates in monthly training and professional development to keep our skills sharp and make sure we’re up to date on the latest tools and technologies.
Executive Assistant Support
Delegation Strategy
We work with you to determine what you need to get off your plate and how we can take over your neverending to-do list. We start with an intentional strategy designed to help move your business forward and help you reach your goals. We’ll help you delegate to elevate!
SOPs
Our EAs are pros at spotting inefficiencies and turning routine tasks into automated systems. As they get to work in your business, your EA will record standard operating procedures that make it easy to stay on track and never make the same mistakes twice. These steps insulate and protect your business.
Business Growth
It’s true, we take lots of to-do items off your plate. But we also take it one step further. Our executive assistants are constantly working on your business – building out resources, developing systems, and implementing new technology to help you run an efficient, effective business.
All Executive Assistant Support retainers also include semi-annual Delegation Strategy Calls, regular check-ins, and weekly communication with your EA.
Retainer support starts at $899 per month
Podcast Management
and Production Support
in collaboration with
From the original outreach email to the publication of the finished episode, everything is taken care of for you!
Focus on the connections throughout your network while we efficiently implement and execute.
VIP Day Launch
4-hour 1:1 Setup Call
DIY Document Templates
Templated Guides
Podcast Brand Kit
Professionally edited intro, outro, and trailer
Podcast Host setup + submission to Apple & Spotify
Starting at $2899
Strategic Launch (6-8 weeks)
Includes everything in VIP Day Launch AND...
Professionally edited trailer and up to four episodes
Episode Strategy
Weekly Progress Calls
Templated Outreach Emails
Document Creation
Starting at $3599
Monthly Management
Full scheduling and guest management
Opportunity outreach
Professional audio editing with written show summary
Up to 3 social graphics per episode
Distribution and scheduling of episode
Starting at $1999/month
Bookkeeping
Don’t let lack of time be an excuse for bad bookkeeping.
Let our bookkeepers handle the daily financial tasks, so you never have to worry about being behind on your finances.
Setup
Includes:
Setting up accounting software
Linking with bank(s) to pull through information
Setting up Chart of Accounts
Starting at $399
Cleanup
Includes:
Reconciliation of every transaction
Corrections of all duplicates
Chart of Accounts Restructure
Monthly, Quarterly, and Annual Financial Reports
Starting at $999
Full Service Bookkeeping
Our two packages are curated to meet your needs based on the stage of your business. Our services combine the automation of accounting software with the guidance of a bookkeeper. Most importantly, we maintain accurate records your business can depend on to make important financial decisions.
Core - Starting at $599/month
Includes Accounts Payable, monthly reports, reconciliation of accounts
Select - Starting at $849/month
Includes the features of the core package plus analysis of reports, accounts receivable, budgets, 1099 processing, and basic payroll
*Pricing is based on the volume of your accounts.
Project Management
From planning to implementing solutions and training you and your team – we’ve got your next project covered
Project Management System Setup
We’ll start with an assessment of your business and project needs before integrating everything into a strategic project management system. Before we leave, we also hop on a call to talk through the system and share the recorded training session.
Starting at $799
Business Automation: CRM Setup
Excited to automate your invoices and streamline your client experience, but feeling overwhelmed by Dubsado or Honeybook? We’re here to step in, create custom forms, proposals, and workflows, and save you hours of frustration.
Starting at $2399
SOP Creation
You get our expert Ops eyes on your business to help figure out where you need to implement some standard operating procedures. We’ll create up to 10 SOPs based on your business needs and wrap up with a training call and all the documentation.
Starting at $799
KPI/Dashboard Creation
KPIs – or key performance indicators – let you know what’s working, what’s not, and where you need to focus in your business. Our experts will assess what you need to be tracking in order to hit your big goals, create a dashboard to make tracking simple, and write SOPs to keep you on track.
Starting at $799