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Business Administrative Services

Your back office, quietly in order.

Dependable administrative support for small businesses — from invoicing and QuickBooks upkeep to organized records and ongoing retainers — so you can spend more of your time on the work you do best.

Book a Business Consultation (opens in a new tab)How Retainers Work

Support areas

  1. 01Invoicing
  2. 02QuickBooks support
  3. 03Recordkeeping
  4. 04Accounts receivable
  5. 05Administrative retainers

Services

Steady support for the details that keep a business running.

Choose the help you need — a one-time project, occasional support, or an ongoing monthly engagement.

  • 01

    Invoicing

    Clear, consistent invoices that reflect your work and help you get paid on schedule.

    • Preparing and sending invoices
    • Consistent invoice templates
    • Tracking what has been billed
  • 02

    QuickBooks Support

    Day-to-day help working in QuickBooks, so your records stay current and easy to use.

    • Entering and categorizing transactions
    • Keeping records up to date
    • Help navigating common tasks
  • 03

    Recordkeeping

    Organized financial and business records that are easy to find when you need them — including at tax time.

    • Organizing receipts and documents
    • Simple, consistent filing systems
    • Year-round tax readiness
  • 04

    Accounts Receivable Assistance

    Support keeping track of what is owed to your business and following up in a professional, courteous way.

    • Tracking outstanding invoices
    • Courteous payment reminders
    • Clear receivables summaries
  • 05

    Administrative Retainers

    Ongoing support on a predictable schedule, with a defined scope that grows with your business.

    • Agreed tasks and cadence
    • A consistent point of contact
    • Regular check-ins
  • 06

    Catch-Up Projects

    Fallen behind? A defined, one-time project to bring your records and invoicing back up to date.

    • Clear scope before work begins
    • Prioritized, organized catch-up
    • A smooth path to ongoing support

Recurring Support

How retainer engagements work.

A retainer is an ongoing arrangement with a clearly defined scope and schedule. You know exactly what is included, when it happens, and who is doing it.

  1. 01

    Discovery Call

    We learn how your business runs today, where administrative work is piling up, and what support would help most.

  2. 02

    Defined Scope

    We agree on the tasks included, how often they happen, and how we will communicate.

  3. 03

    Onboarding

    We set up access and workflows together, using secure methods appropriate to your tools.

  4. 04

    Ongoing Support

    Work happens on the agreed schedule — weekly, biweekly, or monthly — with regular check-ins to adjust as needed.

Predictable

A consistent scope and schedule, so administrative work stays current.

Flexible

Scope can be revisited as your business grows or your needs change.

Transparent

Clear agreements up front, with regular check-ins along the way.

Engagement Options

Support that fits.

Every engagement is scoped and agreed with you before work begins.

  • Project-Based Support

    Defined, one-time tasks such as a records catch-up or invoicing setup.

    Discussed at consultation

  • Hourly Support

    As-needed help for occasional administrative tasks.

    Discussed at consultation

  • Monthly Retainer

    A recurring engagement with an agreed scope and schedule.

    Discussed at consultation

Questions about fees, invoices, or payments? Email billing@stabilitystrategyservices.com.

Scope of Service

Clear about what we do — and what we do not.

  • Administrative and bookkeeping-support tasks for small businesses.
  • Organized records you and your other advisors can rely on.

These services are administrative in nature. They do not include CPA services, audits, reviews, compilations, attestations, financial statement opinions, or legal advice. Where those are needed, we are glad to coordinate with your CPA or attorney.

Inquire About Support

Let’s lighten the load.

Tell us what is taking up your time. We will talk through what support could look like and whether a project or retainer is the better fit.

Book a Business Consultation (opens in a new tab)Contact Options

Important information

The Stability Strategy is not a CPA firm and does not provide accounting, auditing, attestation, or legal services. Information on this page is general in nature.

QuickBooks is a registered trademark of Intuit Inc. The Stability Strategy is not affiliated with or endorsed by Intuit.