Monthly Managed Services Proposal
Smart. Stable. Growth-driven support for Tampa & Lakeland.
Your Challenge
You need: reliable tech, smarter marketing, predictable growth.
The problem: tech issues slow the office down; marketing is inconsistent; CRM automations are underused.
The fix: one partner managing IT + marketing + automation + hosting.
The outcome: more clients in Tampa & Lakeland — without more stress.
What You Get
IT & Network Support
- Faster, cleaner, safer PCs
- Fix network, sharing, and WiFi problems
- Remote + onsite support
Marketing & Client Growth
- Social posts for bookkeeping + tax markets
- Email campaigns + automations via FluentCRM
- Lead funnels + booking flows via FluentBooking
- Local SEO optimization
Automation & CRM
- Bookkeeping lead nurturing
- Seasonal tax workflows
- List cleanup, tagging, segmentation
Website Hosting
- Daily backups, uptime monitoring
- Security firewall + malware protection
- Performance optimization
- Priority support for updates
Monthly Plans
Essential — $1,695/mo
- 8 hrs support
- Hosting included
- 6 posts/mo
- 2 emails/mo
- Basic automations
Most Popular
Growth — $2,795/mo
- 16 hrs support
- Priority response
- Hosting included
- 10–12 posts/mo
- 4 emails/mo
- Advanced automations
- Strategy calls
Elite Concierge — $4,495/mo
- 30 hrs support
- Unlimited remote support
- Hosting included
- Full CRM buildout
- Full content calendar
- BI reporting
Our Promise
You get clarity. Stability. Growth — delivered consistently.
Your time goes back to running the business.
Our time goes into making the business grow.