Customer and vendor management starts with an experienced

back office


What is it?

Back office is the work involved in managing customers and vendors including creating invoices, collecting money, and paying bills.


Why is this important?

The management of back office work directly impacts your relations with the most important people in your business- your customers and vendors.


When do I need it?

You need back office management when you feel like your time and people are not enough to develop and manage the work you need to do to better serve your customers and vendors.

How do we set standards?

We set standards by focusing heavily on the meaning of our work and how it impacts our clients. We developed internal programs, training, and policies around timeliness, technical quality and communication in order to deliver the highest value accounting to our clients. We embrace technology, feedback and continuous assessment as part of our company culture in order to tweak how we work with our clients and partners.

We Help You Establish Chain of Commands

We help you develop policies and rhythms for all your accounts payable and receivable processes in order to manage them confidently and securely.

We Provide Excellent Customer Service

We focus heavily on timeliness and language to ensure that communication is clear, effective, and professional in order for us to reflect you in the best light.

We Continuously Improve The Process

We set meetings with you to evaluate our processes and identify any areas of improvement in order to continue to increase efficiency and effectiveness in all of our work.

We work with businesses of all sizes


You sell things at a physical location or online


Amazon, Etsy, Shopify, etc.


Food, art, handmade, etc.


You develop and sell technology and software


SAAS, licenses, research, etc.


Applications, consulting, etc.

Food & Hospitality

You take care of people's food, lodging and travels


Restaruants, bar, cafes, etc.


Rentals, tours, adventure, etc.

Professional Services

You offer your experience to people and businesses


Legal, IT, marketing, etc.


Strategy, education, etc.

How it works

1The work

Together, we identify the work our team can easily take off your plate.


We record the money you collect and spend


We manage your financial activities and reporting

Back Office

We support you with your day-to-day requirements


We design financial forecasting and metrics

2The conversations

We schedule the conversations that are most appropriate depending on your goals.


We talk about work, processes and systems


We interpret numbers and trends


We forecast and measure assumptions

3The extras

We jump in as needed for deep dives, one-time projects and planning

Setup / Cleanup / Analytics

A sample of our work in detail

Accounting is the backbone of your business. Everything from your operational culture to your relationships with customers, vendors, and employees is impacted by the functions of accounting. Our team of professional accountants provides you with complete and scalable accounting so you can measure your success, identify different levers of your business, and plan for the future. Here are some of the things we can do with you.

Schedule check runs

We schedule routine check runs to pay your bills, reimburse employees, and take care of any other miscellaneous payables.

Invoice customers

We are your AR department. We create, send out, and track your customer invoices.

Reimburse employees

We help set up processes to track and verify employee payments made on your behalf so you can repay them.

Follow up on collections

We oversee terms and accounts receivable aging to make sure you collect money timely.

Record bills

We track and ensure proper recording of the bills you pay and reconcile them against your bank statements.

Manage contractor's W9s

We maintain your contractors W9's and keep up to date on miscellaneous compliance requirements.

Verify receipt records

We double check all recorded transactions against your receipts in order to prevent discrepancies between actual and recorded expenses.

Manage inbox

We are an extension of your company and contact customers and contractors on your behalf to collect or pay money.

Review statements

We check all recorded income and expenses in the general ledger against your bank accounts and statements to prevent discrepancies in your numbers.