Once your organization is set up, someone has to keep the files, trackers, and records in order. Our monthly care plans handle the upkeep, organization and maintenance only, so you can stay focused on your mission.

Month-to-month. Organization and maintenance of the systems we build, never legal, tax, or accounting work.
Starting at $199/mo
Monthly remote tidy: inbox and folder cleanup, tracker cleanup, activity log, a short summary, and a quarterly check-in reminder.
Request a quote for this tier →Starting at $349/mo
Everything in Basic plus a monthly system review, folder and naming cleanup, one small tweak, priority support, and a next-actions list.
Request a quote for this tier →Starting at $597/mo
Everything in Standard plus one on-site or deeper maintenance block, a same-week response target, two small tweaks, and a quarterly mini health check.
Request a quote for this tier →You give us access to the files and trackers we built or that you own; we set up a recurring service agreement.
Each month we tidy, update, and check your system, then log exactly what was done.
A monthly delivery summary and next-actions list land in your inbox, no surprises, no clutter.
Systems Care Plans are organization and maintenance only, never legal, tax, accounting, payroll, insurance, or compliance advice. We keep the systems we build running smoothly; anything outside that scope we flag for the right professional.
Choose a care plan and we will keep your systems tidy, organized, and running smoothly every month.
Choose a care plan