Admin & Process Development Packages

Get organized. Get confident. Keep growing.

1 | Consultation + Setup

$750–$3,500

Larger or more complex businesses: custom quote

You have a clear vision for where your business is headed—you just need structured support to get there.

This one-time engagement begins with a thoughtful review of your day-to-day operations, systems, and workflows. From there, we design a clear, actionable roadmap to simplify how your business runs.

We then help implement the recommended systems and processes, ensuring everything is properly set up and ready to support you. Once complete, you’re equipped with an organized, efficient foundation you can confidently carry forward on your own.

Systems & Workflow Audit:

• Business systems & workflow audit

• Bottleneck and inefficiency identification

• Time-leak and cost-leak discovery

Financial Process Streamlining (Quickbooks):

• Set up billing and bookkeeping systems

• Set up monthly financial visibility

Tools & Platform Review:

• Review of current tools and software

• Recommendations for systems/tools

Documentation & Organization Assessment:

• File organization and information flow

Communication & Team Clarity:

• Communication clarity check

• (how information moves between you, your team, and your clients

2 | Consultation + Setup + Monthly Support

Initial Setup + $350–$1,500/month *

Larger or more complex businesses: custom quote

For business owners who want continued support beyond the initial setup, this package provides ongoing partnership and stability.

Following the implementation of your customized roadmap, we remain by your side with monthly operational and financial support. We help maintain systems, refine workflows, and ensure your business continues to run smoothly as it grows and evolves.

Support is tailored to your needs—ranging from trusted personal assistant-style help to remote office management—so you have reliable, behind-the-scenes support without the burden of managing it yourself. The result is a business that stays organized, streamlined, and steady month after month.

Monthly Organizational & Systems Management:

• Monthly system maintenance

• File + email organization and upkeep

• Ongoing workflow and process refinements

• Workload balance support

• Team communication efficiency support

Monthly Financial Operations Support (Quickbooks):

• Bookkeeping support or coordination

• Financial tracking & reporting

One on One Leadership & Growth Support:

• Monthly leadership coaching call

• Process improvement guidance

• Accountability support

• Growth and planning strategy

* Because every business is different, our support is tailored to your needs. Most clients invest between $350 and $1,100 per month, depending on the level of support desired. After a brief conversation, we’ll recommend a plan that fits—nothing more, nothing unnecessary.

Trusted By

Streamline Strategies changed everything for us. In one year alone, we increased revenue by over $80,000 just by tightening our systems and workflows. I say it all the time—I genuinely couldn’t run this business without them.

All Pro Services

Owner, and CEO

As a Hospitality Consultant, I loved the people and design part—but the paperwork and setup felt impossible. Streamline Strategies got my LLC, banking, and email in place and taught me how to stay on top of communication, receipts, and payments. They didn’t just organize my business—they helped me believe I could run it.