
It’s time to get out of the daily operations of your business so you can finally grow
See success with our services designed to help with operations for small business owners
What are business operations?
Your operations include everything it takes to keep your business running––from inbox management to how you save files, book appointments, and track your expenses.
At Elevate, we understand how important your operations are because we run our own small business! We understand the late nights, imposter syndrome, and utter overwhelm that comes with trying to grow and scale.
With our operational support services, you can finally hand things over to a professional and let us focus on what we do best!
Services
How can we help your small business?
Executive Assistant Services
Bookkeeping Retainers
Get It Done Projects
Podcast Management
Virtual Support
Partner with an Executive Assistant
An Elevate EA is the key to unlocking your full potential and finally taking a break from doing it all.
We offer flexible EA retainers so you get the support you need to fuel your growth.
You can expect an Elevate EA to help with things like:
Identifying inefficiencies and creating SOPs to improve systems
Streamlining the management of your inbox, calendar, and documents
Proactively finding areas where you can delegate more to focus on your own zone of genius
Working with you to consistently simplify and improve the efficiency of your small business
EA retainers start at $979
The Process
3 simple steps to get started with your virtual Executive Assistant
One
Elevated Business Review
This deep-dive session allows us to understand your business inside and out so we can create a tailored strategy that meets your exact needs.
Two
Time Audit + Delegation Strategy Call
Meet with our founder, your EA, and your Account Manager to walk through key priorities and develop an action plan for seamless delegation.
Three
Kickoff and Implementation
On your official start date, you and your EA will connect for a 1:1 kickoff call. This allows your EA to be fully equipped + hit the ground running.
Comprehensive Service
Bookeeping Services
Let us implement the right software to automate your books and pair you with a professional bookkeeper to keep things running smoothly.
When your books are organized and accurate, you have the data you need to make better decisions and grow your business faster.
Choose the level of service you need:
Core Bookkeeping
Includes:
Accounts payable
Monthly reports
Reconciliation of accounts
Starting at $599/month
Select Bookkeeping
Includes:
Everything included in Core plus
Analysis of reports
Accounts receivable
Budgets
1099 processing
Basic payroll
Start at $859/month
One-time Projects
Let Elevate solve your operational problems
with our Get It Done service
SOP Library
If you’re wasting time with inconsistent processes or find yourself recreating the wheel every time you need to do a specific task… you need to put some Standard Operating Procedures in place!
SOPs are important to successful delegation and business growth, but it's not something you need to spend time or energy on yourself. Writing SOPs is our love language, and we write them all with accuracy, specificity, and clarity.
Starting at $500 for 5 SOPs
“These SOPs will help me train new team members and support my business in the event a team member ever leaves. Having these important processes documented will save us so much time!”
– Lauren Kasle
HIRING PROCESS
Hiring the right person can feel difficult. With a custom hiring process, we’ll build every step to attract the right person and make it easier for you to make an excellent hire every time.
We can create: job descriptions, application questions, and a multi-step process that gives you the power to attract and select the perfect candidate for what you need.
Starting at $999
“I now have a well-defined hiring process in place that not only saves me time but also ensures that I attract and onboard the right talent for my business.”
– Amanda Benson-Tilch, Burbank Fitness Club
INBOX CLEANUP
A crowded inbox is not a badge of honor… but it is a reality for most high-powered CEOs and business owners. You don’t have the time to clean it up only for it to devolve into chaos a few weeks later.
We love to dive in and deep clean your inbox, which we follow up with a custom, simple system to ensure you stay organized and never miss an important email again!
Starting at $999 for up to 30,000 emails
BOOKEEPING SYSTEM CLEANUP
This is the perfect option for business owners who have a bookkeeping system set up but don’t maintain it or know how to get any of the information you need from the system.
When tax time is looming and you need your YTD books cleaned up and easy to use, we’ve got you!
Starting at $1500
BOOKEEPING SYSTEM SETUP
If you don’t have a bookkeeping system in place, you’re probably losing money and you’re definitely losing time. An organized, easy-to-use bookkeeping system is the best way to know where every dollar is going and stay on top of key financial information moving forward.
We can set up a bookkeeping system that keeps you organized and makes it easy to know your numbers!
Starting at $1500
The Process
A stress-free, simple way to Get It Done
STEP ONE
Initial Questionnaire
Fill out a quick form to let us know more about your specific pain points and operational roadblocks.
STEP TWO
Discovery Call
We’ll hop on a call to talk through your unique needs and make sure we understand your situation. After our chat, I’ll send you a proposal for the project.
STEP THREE
Custom Solution
Our expert team will design and implement long-term solutions tailored to your exact needs so you can confidently move forward!