Operational & Business Support

Strong marketing decisions depend on solid operational foundations. This service provides practical support that helps organizations maintain accuracy, documentation, and internal alignment — particularly in environments where oversight, audits, or stakeholder review are part of doing business.

The focus is not volume or speed, but reliability, structure, and clarity.

We provide QuickBooks-based bookkeeping and monthly reconciliations, including AP/AR, invoicing, and basic cash-flow visibility. Support may also include year-end summaries and grant reconciliations to assist with audits or reporting requirements.

This service is designed to complement — not replace — your CPA or tax advisor, ensuring records are clean, organized, and ready when needed.

 Clear documentation supports smoother operations and easier review. Drawing on paralegal-informed training (non-legal), we help organize, index, and structure documents for audits, grants, or internal use, and assist with drafting SOPs for marketing, finance, and administrative workflows.

This work improves consistency, reduces friction, and supports accountability without crossing into legal advice.

Commissioned Notary Public (active through 2029) providing reliable notarization for permitted documents under Connecticut law. Services are available to individuals, businesses, and nonprofits in the Stamford area and are delivered with the same attention to accuracy, documentation, and follow-through that defines all operational support work.

This service is intentionally scoped and provided separately from marketing and advisory engagements.