B. Scharf Design - (Draft) Proposed Scope of Work

S E R V I C E S & H O U R L Y R A T E S

Consulting // Operations Architecture $50/hr
Jacque Van Auken

1 - 4 hour consulting // virtual co-working sessions once per week for and estimated 2-4 weeks, or as required, drafting and recording business operations.

Consulting

Delegation Matrix
A worksheet that sifts, sorts and delegates business operations into a clear outsourcing category. Helps business owners clarify how their new work hours and time will be spent.
Time Management & Work Flow Review
Reviews how business owner’s time is most effectively used and what areas can be improved upon to increase productivity.
App & Technology Integrations
Review of apps, tool and technology platforms available for business needs and a custom plan including which tools will work best.

Operations Architecture

Business and technical writing of Standard Operating Procedures
Business and technical writing of Job Descriptions/Roles for outsourcing
Implementation of apps, tools & technologies
Set up of automated admin processes
On-boarding/training client and team

———————————————————————

Legal Compliance // S-Corp Bookkeeping $45/hr
Jacque Van Auken

Payroll + Bookkeeping processes
State Fund Workers Comp Reporting & Auditing
Accounts Receivable: invoicing & tracking payments
Accounts Payable
Monthly reconciliation
Quarterly Profit & Loss
W2 and 1099 processing
Year end tax organizer preparation for CPA/Accountant

———————————————————————

Executive Support // Project Management $35/hr
Chelsey Kolbeck

Monday - Friday 10-12 hours per week managing client + design team communications available by text/phone call as needed.

Client Reporting and milestone tracking
Maintain & update project management software
Administrative tasks as they arise
Accountability and check in of for company milestones

P R O P O S E D T I M E L I N E

STAGE 1 - Operations Architecture, Consulting + Onboarding
with Jacque Van Auken

1-4 hour work sessions at $50/hr for 2-4 weeks, or as required.

Contract agreements are completed before this stage begins and expire at the end of the 90 Day Trial Period
New contract agreements will be signed if Business Owner wishes to continue, maintaining previously agreed upon rate

STAGE 2 - Project Management / Executive Support
with Chelsey Kolbeck

Upon completion of SOPs, Chelsey Kolbeck will manage ongoing client communications, project timelines and administrative tasks respectively accordingly.

10 - 12 hours weekly, Monday - Friday or as required, until the end of the Trial Period.

STAGE 3 - Trial Period Review
with Jacque + Chelsey

Review of progress, challenges and victories reached during the 90 day Trial Period.
Adjustments, refinements and feedback given as required.

If Business Owner would like to continue, new At Will contract agreements are drafted at previously agreed upon rates unless a new scope of work requires new services, then a new proposal will be drafted prior to signing of new contract.

Great connecting with you, brian.