M.Y. Suite of Services

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(FREE OF CHARGE)

• Initial Consultation: First hour is free.
• Advisory Retainer: Starting at $3,500.
• Hourly Rate: $300–$500 per hour (based on complexity and expertise).
• Strategic Planning Sessions: Half-day and full-day rates available upon request.

I partner with leadership teams to turn strategy into action, ensuring seamless execution through strategic coordination, project oversight, and operational streamlining.

Services include:

• Translating vision into actionable plans.
• Overseeing projects to align with business goals.
• Streamlining operations for efficiency.
• Driving accountability to ensure execution.

Flexible Engagement and Rates.

Let’s discuss how I can support your organization’s growth and success.

Requires Business Consultation to determine needs and cost for services:

We can provide remote full accounting services

• Fractional CFO and Controller Services
• Startup-focused Accounting
• System Setup and Implementation
• Transaction Processing
• Inventory accounting
• Payroll Management
• Financial Reporting
• Financial Projections
• Sales, property, and franchise tax filings but not income tax
• Metrics Dashboard

Requires Business Consultation to determine needs and cost for services

• Marketing & Branding Support
• Administrative & Transactional Support
• Listing Packages
• A'la carte suite of services

Available as per task or monthly service

Requires Business Consultation to determine needs and cost for services. These services are temporary (as needed):

Remote:

• Dedicated Executive Assistant
• Receptionist
• General Data Entry

On site:

• Event Support

(FREE OF CHARGE)

Business Administration & Sales Efficiency  Team("BASE") fka Transaction Management. Your foundation for Sales Success.  

• Document preparation and review (purchase agreements, contracts, addendums, etc.).
• Coordinating communication between buyers, sellers, agents, and other involved parties.
• Facilitating the signing process (electronically or in-person).
• Managing timelines and deadlines to ensure a smooth transaction process.
• Providing support throughout the transaction.

Eligibility:  Must be enrolled in M.Y. Partners' BASE Service.  

Monthly charge for this service

• Dedicated Concierge Professional.
• Property profile:  including brokers pre and est. seller fees.
• Marketing support.
• Assisting with staging property.
• Assist with finding a Showing Sitter.
• Prep property for showings.
• Manage showing bookings.
• Prep listing packet.
• Order M1 documents. 
• Coordinate opening escrow with dedicated BASE team.
• ...