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Tier 08 · Growth & Executive Assistance

Growth and EA support, delivered as Service-as-a-Software

Built first for finance clients — advisors, accounting and tax firms, fractional CFOs, brokers, and family offices.

9Services in this tier
MonthlyPackage pricing
8 of 9Offer monthly pricing
$4–9K/moChief of Staff Program bundle
All 9 services

Pick one, or bundle several

View all 56 services →
01
Executive Assistant Services
Ongoing executive assistant support delivered through SaaS/AI tooling.
$1–2.5K/mo→
02
Meeting Coordination
Meeting scheduling and coordination.
$500–1.2K/mo→
03
Client Document Preparation
Client document preparation.
$500–1.5K/mo→
04
Sales Pipeline Support
Sales pipeline and lead generation support.
$2–5K/mo→
05
Appointment Setting
Appointment setting, priced per meeting booked.
$150–400/mtg→
06
Founder Content & Thought Leadership
Founder thought-leadership content production.
$1.5–3.5K/mo→
07
CRM Setup & Management
CRM build and ongoing management.
$3–10K + $500–1.5K/mo→
08
Online Reputation Management
Online reputation management.
$400–1K/mo→
09
Chief of Staff Program (bundle)
Growth and executive assistance, combined into one bundle.
$4–9K/mo→
Clients on this tier often add

Where this leads next

06
Professional Legal Services
Audit-grade legal documents: trusts, wills, bonds, contracts.
$8K–$30K/yr→
01
Foundational Accounting & Finance
Clean data first, audit-ready records every month.
$10K–$50K/yr→
04
Strategic & CFO Transformation
The largest engagements — full finance-function transformation.
$60K–$500K/yr→
Start with Tier 08

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