Clear systems. Calm finances. Confident decisions.
What’s Included:
Strategic Foundation Consultation
Clarity on structure, systems, and next steps before you commit
Systems setup and optimized workflows
SOP development and administrative support
Tools, automations, and modern business efficiencies
What’s Included:
Trust and estate account reconciliation
Document organization and secure record keeping
Clear, compliance-ready reports
Communication support for attorneys, beneficiaries, and financial institutions
Peace-of-mind bookkeeping during challenging seasons
A relaxed, productive consult to explore the support you need—operations, bookkeeping, organization, or project help. This is your time to ask questions, share what’s on your plate, and get clear, expert guidance.
We build organized systems and thoughtful workflows that bring calm, compliance, and confidence to your daily operations—so you can stay focused on what matters most.
Financial Systems
Because accurate, organized financials give you the clarity and confidence to make smart decisions.
Communication Systems
Because streamlined communication keeps your messages, files, and workflows connected and accessible.
Productivity
Because reliable productivity tools bring structure to your daily work and help you stay on top of what matters most.
SOPs & Workflows
Because clear, documented workflows turn chaos into consistency and keep your operations running smoothly.
Contact amaven@mymodernmaven.com to discover how My Modern Maven can support your business with modern tools and tailored systems made for today’s business.