Starting a business is one thing.
GROWING your business is another.
Keep the ball rolling with our Finance/Operations monthly support plan.
What’s Included?
Monthly bookkeeping and Fractional Operations Management
- Free QBO Ledger subscription
- Monthly Balance Sheet
- Monthly Profit & Loss Statement
- Monthly Cash Flow Statement
- 30 minutes of strategic guidance every month
- Inbox & calendar management
- Software implementation
- CRM setup + client records management
- Project Management system implementation + low-touch Project Management
- Lead generation, outreach & follow up
- Blog & copywriting support
- Compliance research & monitoring
- Podcast production (yes, really!)
And more!
Who Is It For?
The Fin/Ops Monthly Support Plan is designed for business owners who need clean, accurate books and streamlined operational systems that help get things off your plate while growing your audience.
It’s a great fit if you’re…
- A small business owner drowning in administrative work… missing emails or meetings… or missing out on your life!
- Worried about compliance or filing deadlines
- A sole proprietor or single-owner business with straightforward finances
- Just getting started with bookkeeping, or ready to hand off the books and focus on your business
How Does It Work?
This plan is designed for businesses with simple bookkeeping needs — up to 2 connected accounts and 50 transactions per month. It does not include vendor bill pay, customer invoicing, or payroll.
If your volume grows or your needs become more complex, we’ll recommend moving to a larger retainer. That’s not a problem, it means your business is growing.
If you’re new to Slater Support:
- Tell us about your business by filling out our short intake form or filling out the simple contact form below.
- We review your needs and confirm which plan is the right fit.
- We set up and handle your books from there.
If you’ve already started work with us…
it’s an easy transition from one plan to another. Just let us know and we can chat about next steps.
How Much Does it Cost?
The Finance/Operations Monthly Support Plan starts at $500 per month.
If your business needs are more complex or you need additional support (payroll management, in-depth project management, etc.), we are happy to work with you to build a custom plan that works for you.