WORK WITH ME
Admin off your plate. One fixed monthly price.
I take over the admin that quietly eats your week: invoicing and chasing payments, your inbox and diary, and the certificates and renewals nobody wants to track. You choose what to hand over, I keep it running, and you never pay by the hour.
For five years I ran a consultancy's monthly invoicing: 20–40 invoices, every month, on time and without errors.
Pick what you want off your plate
Every package is built from these three areas. Each one has a clear list of what I do and a monthly limit, so we both know exactly what's included.
AREA 1
Invoicing & Getting Paid
Your billing done on time, and the money actually coming in.
- Timesheets, records or fee schedules pulled from your system and checked for gaps
- Invoices prepared on your template in Xero, QuickBooks, FreeAgent or your own system
- Nothing sent until you approve it
- Payments checked weekly: invoices, rent or memberships
- Reminders to late payers and failed direct debits sent and followed up
- Receipts and expenses recorded, financial documents filed
- A month-end summary: invoiced, paid, overdue
- Invoice queries from your clients answered and sorted
- Credit notes and corrections issued when needed
- Client billing details kept accurate and up to date
Limit: 40 invoices + 60 open payments a month
AREA 2
Inbox, Diary & Clients
Every email answered, every enquiry and appointment handled.
- Inbox checked twice a day, Monday to Friday, and sorted into clear folders
- Routine questions answered from agreed templates: viewings, class timetables, document requests
- New enquiries logged and answered within one working day
- Diary, appointments and meetings arranged
- CRM and client records kept up to date, follow-ups sent on time
- Onboarding paperwork for new clients, tenants or members
- General admin: documents, spreadsheets, simple reports and digital file organisation
- A weekly list of everything that needs your decision
Limit: up to 150 emails, 5 onboardings and 5 documents or reports a month
AREA 3
Records & Compliance
No certificate, contract or record left out of date.
- One tracker for every date that matters: Gas Safety, EICR, EPC, landlord registration, licences, insurance, memberships
- Reminders sent 60 and 30 days before anything runs out
- Inspections, repairs and contractor visits arranged once you approve, with costs tracked
- Move-in and move-out admin, tenancy and deposit paperwork
- Property listings and portal updates kept current
- Files organised so any document can be found in a minute
- Key dates added to your calendar, so you see them coming too
Listing photos need a polish? Add Photo Prep to your package (see below).
Limit: up to 30 tracked items, 4 move-ins / move-outs, and 6 contractor jobs a month
Three packages. No hourly billing.
Essential
£450 / month
One area of your choice, fully handled.
Good for: handing over the one job that's always slipping, like monthly invoicing.
CORE / MOST POPULAR
£750 / month
Any two areas, fully handled.
Good for: a letting agent's inbox and compliance, or a consultancy's billing and client admin, run together.
complete
£1,150 / month
All three areas, plus a monthly summary report.
Good for: owners who want their back office off their mind entirely.
ADD-ON FOR ANY PACKAGE
Photo Prep
Up to 10 of your own photos cropped, straightened, brightened and resized for property listings, your website or social media. Photography itself isn't included.
£75 / batch
ONE-OFF
One-off project
For a single job, start to finish. For example: a spreadsheet or CRM clean-up, document templates, website text and photo updates, listings or product descriptions, presentations and Canva materials, setting up social media profiles.
Larger projects are quoted individually.
from £199
Need higher limits? I'll put together one fixed monthly price for you after our chat.
What this looks like for you
Letting agents and landlords
Tenant emails and viewing requests answered, certificates tracked, inspections arranged, move-ins and move-outs handled.
Usually: Inbox, Diary & Clients + Records & Compliance
Accountancy practices
I chase your clients for missing records and documents before deadlines, prepare onboarding paperwork for new clients, and keep your inbox and invoicing on track, even in the busy January tax return season.
Usually: Invoicing & Getting Paid + Inbox, Diary & Clients
Consultancies and professional services
Monthly invoices built from your team's timesheets, checked for gaps, sent on time and followed up until paid, with a clear month-end summary of what is still outstanding.
Usually: Invoicing & Getting Paid
Clubs and membership businesses
Direct debits and memberships checked, trial bookings and member questions answered, renewals and certificates tracked.
Usually: Invoicing & Getting Paid + Inbox, Diary & Clients
How we start
1
A free 30-minute chat
You tell me what's taking up your time. I listen first, then suggest the package that fits.
2
Access set up securely
You share access to the systems I'll work in. Logins are kept confidential and used only for the work we've agreed.
3
Your first month
I take over the agreed areas and finish the month with a written summary: what came through, what I sorted, and what I'd change.
4
Settled rhythm
From month two we work to a routine that suits you, with a regular update so you always know where things stand.
How I look after your business
Nothing goes out without your approval
No invoice, payment reminder or important reply is sent unless you've agreed it.
Your access stays under your control
Logins are kept confidential and used only for agreed work. You can change your passwords or remove my access at any time.
Your data stays in your systems
I never copy your information or your clients' details into outside tools, including AI tools.
I run the process, not the advice
I don't give accounting, tax or legal advice, and I don't make phone calls. Everything is in writing, so you always have a clear record.
What if a month gets busier?
If you go over a limit in one month, I'll still get everything done and let you know. If it happens two months in a row, we'll move you to the package that fits from the following month. A large one-off backlog is quoted separately, before I start. No surprise invoices.
Questions people usually ask
Do you work remotely?
Yes. I'm based in Edinburgh and work remotely with businesses across the UK and the USA. Everything is handled in writing, so you always have a clear record of what's been agreed and done.
Is there a minimum contract?
No long lock-in. We sign a simple agreement electronically, so you can do it from anywhere in a few minutes. Packages run month to month, and you can stop with 30 days' written notice.
How and when do I pay?
Your package is invoiced monthly, in advance. The price is fixed, so you know exactly what you'll pay each month.
How does the admin retainer work?
You choose a monthly block of 10 or 15 hours, paid at the start of the month. That time is reserved for you, and I spend it on whatever matters most to your business that month. You pay one fixed amount, not per task.
What happens to hours I don't use?
They don't roll over, a bit like a phone plan allowance. Each month is a fresh start. If your workload changes, we adjust the block from the following month.
How do the limits work?
Every area has a clear monthly limit, for example up to 40 invoices or 150 emails. The limits are listed under each area above, so we both know exactly what's included before we start. Tasks outside your chosen areas aren't part of the package, but we can always talk about adding them.
What happens if I go over the limits?
If you go over a limit in one month, I'll still get everything done and let you know. If it happens two months in a row, we'll move you to the package that fits from the following month. A large one-off backlog, like months of unfiled paperwork, is quoted separately before I start, so there are no surprises.
What if my needs change?
You can move up or down a package from the start of the next month.
What do I need to provide?
I work from what you send me: records, documents, photos, information and any wording you'd like used. I don't write original content from scratch. To keep everything on track, materials need to reach me on time. If something arrives late or incomplete, I'll let you know straight away, and the deadline moves with it.
Which systems can you work with?
I work in your own systems, including Xero, QuickBooks, FreeAgent, Microsoft 365, Google Workspace, your CRM and the property portals. If you use something else, just ask.
How quickly can we start?
Usually within one week of our chat, once the package is agreed and access is set up.
Do you make phone calls?
No. I work in writing, by email and messages, so nothing gets lost and you always have a record. That's also why call handling isn't part of my packages.
How do you keep my information safe?
Your logins, files and client details are kept strictly confidential and used only for the work we've agreed. I use two-factor authentication on my accounts, and my computer is encrypted and secured. I never copy your information into outside tools, including AI tools.
Not sure which areas you need?
That's exactly what the first chat is for. 30 minutes, no pressure, and you'll leave with a clear idea of what could come off your plate.