Bookkeeping
- Receipts and invoices
- Monthly reconciliation
- Reports you can read
[what this role takes off your plate]
Services
Her Work, and the People She Trusts.
Ours means Lee does it herself. Partners are independent local professionals.
From Lee · Insurance
If Something Happens to You, Is Your Family OK?
In a 30-minute review she looks at the cover you already have and what your family would need if something happened to you.
Family Protection Review · 30 min
From Lee · Business Strategy
The 30‑Day Cash-Flow Clean-Up
For business owners who are busy but don't know where the money goes.
If your plan doesn't give you at least 3 changes you can act on this month, we keep working with you at no cost / you get a full refund.
Ask About the Clean-Up
2 spots in a month
What You Get.
- Money Map Session (90 Min)Fixes: “I don't know where it goes”
- Operations WalkthroughFixes: “I'm the bottleneck for everything”
- 30-Day Action Plan, One PageFixes: “I don't know what to do first”
- Two Check-In CallsFixes: “I'll start, then life happens”
- Bonus · Intro to a Bookkeeper or Tax ProFixes: “Who do I hand this to?”
From Lee · Outsourcing
Your Back-Office Team.
Inbox and Calendar
- Inbox triage
- Bookings and reminders
- Replies drafted for you
[what this role takes off your plate]
Social Media
- Posts planned and scheduled
- Comments and messages
- A monthly content calendar
[what this role takes off your plate]
Customer Follow-Up
- Quotes followed up
- Thank-you notes
- Review requests
[what this role takes off your plate]
Ask About Outsourcing
From [$x]/hr
Who Does What, Near You.
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Nearest Partners
See All Nine Kinds of Help
Sorted by distance only. This list is not a recommendation. Partners are independent businesses, each responsible for their own licence and advice. Cargado Strategies may receive a commission if you become their client. You never pay us.