Fractional Admin & Operations Support(AI-Powered)

Simplify My Books

Smarter workflows, organized systems, and modern administrative support — without hiring full-time staff.

Running a nonprofit or small business means juggling communication, documents, scheduling, workflows, and countless small tasks that keep your organization moving. AI tools can help — but only when someone knows how to integrate them into your operations in a way that saves you time instead of creating more work.

My Fractional Admin & Operations Support service blends administrative support, operations management, and AI-powered efficiency to give you consistent part-time help with the tasks and systems that can otherwise overwhelm your week.

If you’re feeling stretched thin, drowning in admin work, or struggling to keep processes organized, this service gives you the partner you need.

⭐ What’s Included in Fractional Admin + Operations Support

  • Inbox and calendar management

  • Document management and organization

  • Creating and updating SOPs (Standard Operating Procedures)

  • Project coordination + deadline tracking

  • AI-powered workflows and automations

  • Meeting prep, follow-up, and internal communication

  • Administrative support tailored to your daily needs

  • CRM, Google Workspace, and tool setup/cleanup

  • System optimization to keep operations running smoothly

If your organization also needs bookkeeping, reconciliations, or financial statements, explore my Full-Service Accounting packages for complete back-office financial support.

Fractional Admin & Ops Packages (Monthly)

  • Perfect for small nonprofits, solopreneurs, or founders who need light weekly support and basic organization.

    Includes:

    • Up to 5 hours of admin + operations support

    • Email + calendar coordination

    • Simple SOP updates

    • Basic workflow cleanup

    • Foundational AI tools for admin tasks

    • Monthly check-in call

    A great first step if you want consistent help managing the essentials without hiring a part-time employee.

  • Ideal for organizations that need reliable weekly support, smarter workflows, and help managing internal processes.

    Includes:

    • Up to 12 hours of monthly support

    • Inbox + calendar management

    • Project coordination + deadline tracking

    • SOP creation + documentation

    • AI automation setup (email drafts, scheduling, templates)

    • Tool and system organization

    • Bi-weekly check-ins

    If you’re preparing to scale or bring in financial strategy support, this package pairs well with my Fractional CFO Services for a complete operations + finance leadership structure.

  • Designed for leaders who want high-touch administrative partnership, advanced workflow automation, and full systems optimization.

    Includes:

    • Up to 25 hours of monthly support

    • Executive-level admin partnership

    • AI-powered workflow automation + efficiencies

    • Full systems setup + optimization (CRM, filing, internal tools)

    • Meeting prep, notes, and follow-up support

    • Coordination across teams and vendors

    • Weekly operations support meetings

    This package gives you the equivalent of an Executive Assistant + Operations Manager who understands AI — without the full-time overhead.

Want to build your skills while you improve your systems?

Join the Financial Clarity Circle to access trainings, templates, and community support as you grow.

Not sure which level of support you need?

Let’s talk through your goals and find the right fit.

👉 Book Your Finance Clarity Call

FAQ: Fractional Admin & Operations Support

  • They manage your inbox, calendar, documents, workflows, AI tools, and day-to-day operations on a part-time basis.

  • This service combines administrative help with operations strategy and AI-powered systems — far beyond traditional task-only support.

  • Yes, but only where they add value. All tools are set up with human oversight for accuracy and tone.

  • Most small organizations start with the Standard package for consistent weekly support.

  • Yes — support is provided remotely for clients across the U.S.