In-Person Small Business Operations Concierge, Moore County

Partnering with you to manage backend tasks—like accounting, invoicing, customer management, and emails—so you can focus on growing your business and doing what you love.

Packages Start at $500/month

Let's review your current administrative setup, understand areas of support, and craft a reasonable package tailored to your needs.

Starting at $500/month, we can mix and match services (and adjust them over time) to stay within your budget.

It’s the same story from every small business owner—you want to spend your time on the work you love and the vision that inspired your business, not get buried in emails, customer follow-ups, vendor setups, taxes, or endless paperwork. Whether you’re just starting out or looking to simplify and refresh your existing systems, I’m here to take the day-to-day off your plate, so you can focus on growing your business with confidence and joy.

Where we fit:

After ten years at one of the world’s largest and most complex organizations, I learned an important lesson: no one—big or small—is meant to do it all. The systems and tools that keep large companies running smoothly can be simplified to make a huge difference for small businesses.

I take everything I learned in a fast-paced, high-performance environment and apply simple, cutting-edge tools to help you manage your priorities strategically and operationally. For a small monthly fee, I handle the administrative tasks you’d rather not—like customer intake, communication, and other back-office work—so you can run your business with confidence, focus on what you do best, and remember why you started in the first place, all while keeping things transparent and under control.

In person support provided to Moore County and local clients.

Nice and comfy with tools like Adobe Creative & PDF platforms, Google Workspace, HubSpot CRM, Invoice2go, Microsoft 365, Monday.com, Pipedrive, QuickBooks, Salesforce, Shopify, Slack, Square, Stripe, Trello, Wave, Xero, Zoom, and Zoho CRM.

Need help interviewing employees, tracking income and expenses, booking and paying vendors, managing taxes, or staying on top of emails and client messages? My support is flexible and can be tailored to fit exactly what your business needs.

1

COMPLIMENTARY PHONE CONSULTATION

Introductory, personalized, aimed to understand your business functionality and needs to determine if we are a good fit. Estimation of budget, expectations for cost, duration of service, etc.

E-mail me to get started

2

SECURE YOUR SPOT

In person meeting kick off to strategize and build a solid service offering in alignment with your budget and expectations. From here, we enter contract and it's a go!

3

LETS GET TO BUSINESS!

We hit the ground running! Frequent touch points (in person and virtual) as needed to ensure relational alignment. I specialize in delivering intentional, personalized solutions, which is why I work with a select number of clients. Every client receives my full attention and strategic support.

In a nutshell

I graduated business school with high honors, built a corporate career, entered into my MBA, and launched a side business—all while staying true to my values and raising a family. Today, I’m a proud wife and mother, dedicated to helping small business owners thrive—one at a time. I’m not a social media guru or influencer creating content all day online to get leads; I prefer a simple, private life. If you’d like to chat by call, text, video, or in person, Let us connect!

Image By Renee Coleman Photography