SERVICES

Virtual services for wellness professionals who are ready to get organized, get paid, and get growing.

Reliable support, scalable systems, and books that finally make sense.

IT’S NOT JUST ABOUT OUTSOURCING TASKS…

It’s about building a practice that runs like a dream.

Whether your books are months behind, your systems are duct-taped together, or you’re stuck doing everything yourself, our job is to change that for good. 

Lifeline Virtual Assistance provides virtual support tailored to the unique needs of health and wellness professionals. That means strategic, specialized help with your finances, operations, and (when you're ready) your community-building events too.

We’re not here to bandaid the chaos. We’re here to build sustainable foundations so your business can actually grow.

The right help. Right where you need it.

Bookkeeping & Billing

For health and wellness professionals who want their books caught up, their systems streamlined, and their financials to actually make sense.

You get full-service monthly bookkeeping with zero guesswork. We handle receipt management, bank reconciliations, accounts payable, sales tax filing, payroll, and clear monthly reports — plus year-end prep in collaboration with your accountant.

We also offer:

  • to help you plan ahead, manage your cash flow, and make informed decisions

  • so you can track what really matters, not just what’s easy to measure

Starting at $350/month +applicable taxes
(Micro bookkeeping options available)

Operations & Administration

For practice owners ready to grow but also need streamlined systems, trusted team support, and space to focus on what they do best.

We organize the backend of your business so it can support your long-term goals.

This includes:

  • Systems setup and optimization

  • SOP creation and maintenance

  • Strategic planning and implementation

  • Basic HR support and team coordination

  • Light administrative support (e.g., client intake, invoicing, scheduling)

  • Monthly check-ins with your dedicated VA and Cassandra

Starting at $975/month +applicable taxes
(Project-based options available)

Consulting

For practice owners who need expert eyes on a particular area without the ongoing commitment.

This one-hour consulting call is designed to help you gain clarity fast. Bring us your burning questions around finance, systems, or operations. We’ll walk through the challenges, outline solutions, and send you off with a video recording and personalized recommendations you can implement right away.

$250 +applicable taxes/session

Events & Community

For businesses ready to move beyond 1:1 and host something bigger.

From strategy to execution, we support wellness-focused events that build connection, strengthen your brand, and serve your community. Whether you're launching your first workshop or running a multi-day conference, we offer hands-on support to help bring your vision to life. Our services range from event strategy and planning to vendor coordination, run-of-show creation, speaker and guest management, and day-of execution.

Pricing varies by scope and support.

Simple, strategic, and streamlined.

Here’s what to expect when you start working with us:

Start with a call.

We’ll get clear on what you need and where we can help.

Review your proposal.

You’ll receive a detailed outline with pricing, timeline, and next steps.

Kick off your systems.

We’ll map out your current setup, identify opportunities, and start building smarter workflows together.

  • “This company has made my business so much more efficient.”

    I had 3 billers before them, and my accounts receivable was never less than $10,000 backdated 6+ months. Now there are rarely accounts receivable more than 30 days and no more than $1,000. They have to bill a million different insurance companies with a maze of different processes – and they manage to do it seamlessly. I’m so impressed and grateful for them doing this part of my medical practice so that I can focus on my job: the medicine. They’re angels and I highly recommend them.

    – Bess, Human Nature Medicine

  • “Cassandra and her team have been supportive, knowledgeable, and friendly throughout the whole process.”

    I enjoy working with them and know that I can count on them to help when I need it or feel stuck. Very valuable service, highly recommend.

    – Melanie, Connected Therapy Practice

  • “Lifeline Virtual Assistance has organized and streamlined my records and given me peace of mind.”

    Lifeline Virtual Assistance has provided me with services for my bookkeeping that has given me a lot of peace of mind.

    – Mackenzie

  • “Working with Lifeline Virtual Assistance has been an absolute game-changer for my business.”

    Their team is professional, reliable, and incredibly efficient. They took the time to truly understand the needs of my practice and tailored their support to help streamline our operations. Their expertise and approach have saved me countless hours and allowed me to focus on growing my business and serving clients. Their communication is always clear, friendly, and responsive. I would highly recommend LVA to any business owner looking for dependable and high-quality virtual assistance. Their support has given me more time, peace of mind, and confidence in how my business runs day-to-day.”

    – Alina, Exhale Psychology Group

  • “Cassandra, Lauren, and the team have been great to work with.”

    As a busy professional, it can be hard to stay on top of keeping the books. They really helped by doing a thorough job, explaining financials, and offering support when needed.

    – Jennifer, Stay Curious Psychology

  • “Quick, reliable, and knowledgeable support!”

    “Easy-going team that fits well with what we need!”

    – JM

Ready for support that scales with you?

Let’s clear the chaos, simplify your systems, and make sure your business works as hard as you do.

GET IN TOUCH