- Calendar Management
- Appointment Scheduling
- Email Management
- Proofreading/Editing
- Social Media Postings
- Minor Website Maintenance
- Data Entry
- Event Planning
- Travel Planning – Business & Personal
- CRM Management/Updates
- Project Management
- Invoicing
- Document Management
- Digital Business Card/QR Code Creation
- Canva Digital Graphic Creation
- Client & Customer Follow-up/Engagement
- PowerPoint Creation/Editing
- Transcription
- Research
- Fillable PDFs
*Inquire about additional services not listed
Time is billed in 15-minute increments. 50% will be added to the base rate for after-hour access, including weekend hours and rush rates. Additional hours exceeding the package plan will be billed at the standard hourly rate.
Monthly Retainer Packages
Clarity Plan
- 10-Hours Monthly
- Averaging 2 hours weekly
- A foundational level of support that helps you stay organized and maintain momentum. Ideal for a light but meaningful administrative partnership that keeps essential workflows moving smoothly.
Balance Plan
- 15-Hours Monthly
- Averaging 3.75 hours weekly
- A steady monthly rhythm of support that gives you breathing room and consistency. This level allows for more hands-on involvement in your ongoing operations and planning.
Momentum Plan
- 20-Hours Monthly
- Averaging 5 hours weekly
- A more engaged partnership where we collaborate regularly to keep your business flowing. Expect deeper oversight, greater continuity, and reliable week-to-week support.
Focus Plan
- 30-Hours Monthly
- Averaging 7.5 hours per week
- A strong operational presence woven into your business. This level provides robust support, helping you stay proactive, organized, and ahead of deadlines with fewer bottlenecks.
Growth Plan
Vision Plan
- 40-Hours Monthly
- Averaging 10 hours weekly
- A high-touch partnership offering extensive operational assistance. You gain dedicated support that stabilizes your backend, reduces overwhelm, and preserves your energy for higher-level work.
- 60-Hours Monthly
- Averaging 15 hours weekly
- A comprehensive, near-fractional-operations level of support. This tier delivers significant continuity, strategic stability, and the ability to keep complex or fast-moving operations running smoothly.
**Monthly Retainer packages requirement full monthly payment before any work commences. Hourly packages will require a deposit based on estimated hours as discussed during the discovery call.
For monthly retainer packages:
- Retainers secure the Contractor’s availability and priority access, not the actual hours worked.
- Because availability is reserved exclusively for the Client(s), the full retainer amount is billed each month, regardless of whether all hours are used.
- Retainer hours do not roll over, are not credited, and are not refunded or transferable.
- Full payment for the monthly retainer is due before any work begins for that month.
- The 50% after-hours surcharge applies to the package’s base hourly rate and is billed based on the actual time required for any rush task.
Any additional project-related costs incurred by the Contractor will be included in a subsequent invoice, if applicable.
Client Wins/What Clients Say/Testimonials
“Tracy is your person if you want your work or business to run smoothly, professionally, and without rework. She’s proactive, thoughtful, highly organized, and a genuine pleasure to work with. Easily one of the best EAs I’ve worked with in 30 years.”
Lynette W.

