Admin & Bookkeeping Packages

Get organized. Get confident. Keep growing.

1 | Consultation + Setup

$750–$3,500

Larger or more complex businesses: custom quote

We start with a discovery call to uncover what’s slowing you down and causing friction. You’ll walk away with a clear, actionable roadmap for a cleaner, faster business—one that runs smoothly with less stress, fewer mistakes, and more room to grow. We don’t just offer advice—we help you implement real solutions.

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

Starts with a free interview. Your exact rate is tailored to the level and complexity & support you desire for your business needs.

2 | Consultation + Setup + Monthly Support

Initial Setup + $350–$1,500/month

Larger or more complex businesses: custom quote

Following roadmap implementation, we deliver ongoing maintenance and support that keeps your operations streamlined and stable, allowing leadership to focus on strategic growth instead of operational noise.

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

• Robust financial tracking & reporting

One on One Leadership & Growth Support:

• Monthly leadership coaching call

• Process improvement guidance

• Accountability support

• Growth and planning strategy

Starts with a free interview. Your exact monthly rate is tailored to the level & complexity of admin, financial, and leadership support you desire for your business needs.

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.