Level up your business

Operational strategy, systems, & support that power your business so you can lead with focus and clarity

We’re here to help you thrive

Your Behind-the-Scenes Biz Strategist

I’m Kassie, an operations specialist with 20+ years of experience in leadership and financial services. I help independent professionals and financial advisors simplify their systems, organize their workflows, and maintain smooth day-to-day operations so their business actually supports their life.

Since 2018, I’ve partnered with business owners who are ready for more ease and organization behind the scenes. My role is to simplify the back end of your business, strengthen your workflows, and create repeatable systems so you can focus on your clients, your work, and your life without constant overwhelm.

I specialize in operational support for independent financial advisors and also work with aligned solopreneurs who need consistent, reliable backend support. My work blends strategy and execution, helping you organize your systems, streamline your processes, and create a business that feels sustainable and well-supported.

Services include operations support, CRM and workflow setup, SOP creation, content and blog support, website updates, documentation, and ongoing administrative support all tailored to fit your business stage and capacity.

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Ditch the overwhelm, delegate with confidence, and get back 10+ hours a week

Overwhelmed and behind?

Say goodbye to chaos. I build repeatable systems that simplify daily work.

Wearing all the hats?

You're not meant to do this alone. I'm your business partner, strategist, and organizer.

Stuck in the admin tasks?

I help free up 10+ hours/week so you can focus on revenue-generating activities.

Need someone trustworthy?

This is a true partnership—built on trust, transparency, and aligned goals.

Ways to work together

Operational Support Built Around Your Business

Fractional Operations Support

Ongoing, behind-the-scenes support for established businesses

If your business is running but the backend feels heavy, scattered, or harder than it needs to be this is where I step in.

Explore Operations Support

Operations Support for Financial Advisors

A dedicated service for independent advisors and small advisory firms

This service is designed for advisors who want dependable backend support, organized systems, and smooth internal workflows without the complexity of managing additional staff.

Get Specialized Support

Operations Setup & Systems Support

One-time or short-term projects

For business owners who need structure before ongoing support or want to improve their systems without a monthly retainer.

Streamline Your Back End

"Kassie is organized and multi-tasks like a pro. I never worried about turning over a project to her. She was always finding ways to improve procedures. She is a driven, goal-oriented person. Also a great communicator.”

-Sandy
"I feel a huge relief. She makes me feel supported which means a lot for a solopreneur having to wear so many hats. Very grateful to have Kassie support the work I do as I couldn't do it without her!”

-Corey
“She successfully manages multiple projects simultaneously and has the ability to prioritize and maintain a clear overview of ongoing projects. She keeps track of deadlines and ensures nothing falls through the cracks.”

-Brandy
“A HUGE thank you for helping us launch the Merch for our small business! Her communication is amazing ”

-Angie