When we talk about the BACK OFFICE of a business, we are speaking about such tasks as:

  • Assess your own knowledge level and abilities with regards to the back office to help in deciding at what level you will need outside assistance.
  • Determine what systems and procedures will be required in your business.
  • Determine what tax and business registrations you will need complete with State and Federal governments and assist with completing the registration processes.
  • Determine what bookkeeping methods (computerized or manual)  and if needed, what software will work best for you. Setup and training of selected methods.
  • Tracking of costs and expenses.
  • Payroll & related payroll taxes.
  • Sales & Use Taxes.
  • Human Resources, Insurances and more.

Assist with assessing the needs of your potential or new startup business.

  • Assess your own knowledge level and abilities with regards to the back office to help in deciding at what level you will need outside assistance.
  • Determine what systems and procedures will be required in your business.
  • Determine what tax and business registrations you will need complete with State and Federal governments and assist with completing the registration processes.
  • Determine what bookkeeping methods (computerized or manual)  and if needed, what software will work best for you. Setup and training of selected methods.
  • If needed, integrate industry-specific software with chosen accounting software (i.e. Quickbooks, FreshBooks, etc. )
  • Assist with setup and implementation of systems and procedures.
  • Provide in-depth bookkeeping and procedural training to you and staff at whatever level is needed.
  • Conduct monthly, quarterly or annual reviews to be sure procedures are being followed and make recommendations as needed.
  • Assist with preparation of documentation and reports for annual tax preparation with accountant or CPA.
  • Provide monthly support to answer questions and address issues as they arise.

Understanding the BACK OFFICE of your business is important!

How much money do you have? REALLY have? Where, or better, WHO does your money come from? Make efficient use of your money. Should you expand a service line? A product line? Remove it? Have informed conversations with partners, lenders, employees. It's important to know each area of your business and how to keep it working efficiently and to know how to tell if things are being done properly.
Have confidence in knowing the bills and taxes are paid on time.