The Back Office Co.

The Back Office Review.

Two hours at the desk on your business. How it runs, where it strains, what is behind and what is at risk — examined closely, written up plainly, and turned into a plan. $300 once, credited in full if the work starts within 30 days.

For businesses that do not have a back office — or whose back office is not working the way it should.

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The call is free — thirty minutes, by phone or video. The Review is booked from the call, if it is the right first step.

The back office desk, at work — Fig. 01 — The desk, at work on your business.

WHAT GETS EXAMINED

Two hours, the whole business.

Not a surface look. The Review works through the business the way the back office itself runs — in six passes:

✓ How it runs — who does what, what waits on the owner, and where the week actually goes.

✓ The books and records — how current they are, what is missing, and what your accountant would say.

✓ Deadlines and filings — remittances, renewals, permits and payroll dates: what is tracked, and what is not.

✓ People paperwork — payroll, benefits administration, onboarding and employee records.

✓ Systems — what lives where, what is duplicated, and what lives only in your head.

✓ What is behind — the backlog, weighed in time and risk, not just listed.

WHAT YOU GET

The findings, and the plan.

The findings

What is behind, what is at risk, and what it is costing — in writing, in plain language.

The priority plan

What gets fixed first, in what order, and what can safely wait.

The scope

The ongoing work, if you want it, scoped and priced in writing — the finance pillar, a retainer, or project work.

$300 once, payable when the Review is booked. Credited in full if the work starts within 30 days — off the setup first, and anything left off the first month. If you do not go ahead, the findings and the plan are yours — no obligation, and no hard feelings.

WHO IT IS FOR

When owners book the Review.

Your bookkeeper or office manager left

The role is empty; the work is not. Coverage from the first week — and the knowledge put on the record this time.

Hiring your first employees

Payroll stood up, benefits enrolled, onboarding paperwork ready before the first start date.

Selling, or taking on a partner

Books and records that withstand diligence — kept that way year-round, not rebuilt the month before.

More than one company

Several entities, one back office — books, accounts and deadlines run as one operation.

HOW IT WORKS

Three steps, in order.

Book a 30-minute call

Free, by phone or video. We talk about the business, and whether the Review is the right first step — it is not always, and I will say so.

The Review

Two hours at the desk: a working session with you, and an examination of the books, records, systems and deadlines behind the business.

Findings and plan

Delivered in writing. If ongoing work starts within 30 days, the $300 is credited in full — off the setup first, anything left off the first month.

FAQ

Filed under F.

Straight answers, no fine print.

What does the Back Office Review cost?

$300, once, payable when the Review is booked. If ongoing work starts within 30 days, it is credited in full — off the setup first, and anything left off the first month — so for owners who proceed, the Review costs nothing.

Is this a sales pitch?

No. You receive the findings and the priority plan in writing either way, and any ongoing work is scoped and priced separately, in the same document. Plenty of owners take the plan and run it themselves — that is a good outcome too.

What if I do not go ahead?

Then the findings and the plan are yours, with no obligation. The credit simply lapses after 30 days.

How is the Review done?

Remotely. A working session with you by video, plus desk time in your books, records and systems — access by invitation, in your own systems, the same way the ongoing work runs.

What do you need from me beforehand?

Very little: the conversation on the call, and access to the books and records as they stand. Nothing needs to be tidied first — the state of things is the point.