BACK OFFICE SERVICES

  • ACCOUNTING & FINANCE

    We offer a full suite of accounting and financial services. These are our most popular services. Ask about additional offerings.

    • Bookkeeping
      • Reconciling bank and credit card accounts, cash or accrual basis
      • Generating financial statements: P&L, balance sheets, cash flow statements
      • Managing accounts payable / accounts receivable (AP / AR)
      • Setting up and maintaining bookkeeping software
    • Accounts Payable / Accounts Receivable (AP / AR)
      • Invoicing customers
      • Collecting overdue balances
      • Managing vendor payments
      • Reconciling vendor bills and managing discrepancies
    • Financial Modeling
      • Forecasting / projecting revenue and expenses
      • Building financial models for B2B and B2C
      • Modeling for ecommerce, SaaS, retail, and other business types
      • Analysis of relevant KPIs, including CAC, LTV, COGS, GM, ARPU
    • Payroll Management
      • Weekly, biweekly, semimonthly, monthly
      • Leveraging Gusto, Intuit, ADP, Square, TriNet, and other payroll platforms
      • Setting up and maintaining payroll software
      • Establishing and maintaining payroll processes and procedures
    • Budgeting

      • Understanding and managing burn

      • Analyzing and reporting on budgeting goals

    • Cash Flow Forecasting
      • Planning short and long-term liquidity
      • Understanding solvency, funding needs and budget implications
      • Conducting ongoing analysis, monitoring and adjustments
    • Year End 1099
      • Ensuring compliance with IRS guidelines
      • Preparing, sending and filing documents and correspondence

  • BACK OFFICE OPERATIONS

    We customize back office services to meet your business needs. These are our most requested services. Ask about additional offerings.

    • Business Operating Systems
      • Creating scalable operational workflows
      • Establishing and streamlining processes and procedures
      • Documenting standard operating procedures
      • Setting up and implementing software platforms
    • Vendor Sourcing & Management
      • Researching and analyzing vendor options
      • Obtaining quotes for pricing, capabilities and turnaround times
      • Managing relationships and payments
      • Evaluating performance
    • Investor & Board Presentations
      • Developing presentation strategy
      • Creating scripts and talking points
      • Researching and analyzing relevant data
      • Drafting presentation and supporting materials
    • Human Resources
      • Recruiting candidates
      • Screening resumes and vetting applicants
      • Onboarding new employees
      • Establishing processes and procedures
    • Customer Service Infrastructure
      • Developing and maintaining knowledge bases
      • Setting up and maintaining software platforms like Zendesk, Freshdesk
      • Standardizing, streamlining and documenting procedures and processes
    • KPI Dashboards
      • Identifying relevant KPIs metrics
      • Developing custom KPI tracking solutions
      • Setting up and maintaining KPI software