🗄️ BACK OFFICE

We run it. You approve it.

The close lands by the 5th. Cash lands Monday morning. Payroll gets checked three days before it runs. Nobody in your office has to remember any of it, and nothing moves without your sign-off.

THE PLANS

Three plans. Each one contains the last.

Starts with a $497 First Close — that's your setup. No separate setup tier, no qualifying minimum, and the $497 credits in full against your first month.

Books + Pipeline
$1,697 /mo
$1,885 à la carte — saves $188/mo

Everything in Books, plus the front end: which leads to work, and a CRM that stays current without anyone typing into it.

  • Everything in Books
  • Weekly Lead Triage — Mondays by 8 AM
  • Weekly CRM Maintenance — Fridays by 5 PM
Full Back Office
$2,497 /mo
$3,975 à la carte — saves $1,478/mo

Everything in Books + Pipeline, plus marketing execution and the reporting rhythm that keeps a growing business legible to its owner.

  • Everything in Books + Pipeline
  • Monthly Content Strategy + Assets — by the 1st
  • Monthly Campaign Run — by the 15th
  • Weekly Friday Brief — Fridays by 4 PM
  • Quarterly Business Review — within 10 days of quarter end
HOW IT RUNS

Four steps, then it repeats

Step 1
We configure it once
Your chart of accounts, your thresholds, your business rules, your output formats. Built around your books rather than a template.
Step 2
We run the work
On your schedule — weekly, monthly, or quarterly — the work runs against your live data, and William reviews the output before it goes anywhere.
Step 3
You receive the output
The finished report, reconciliation, content brief, or asset set lands in your inbox, Slack, or Drive — ready to act on.
Step 4
You approve and move on
Nothing that touches money or customers moves without your sign-off. You review, approve, and get back to running your business.
EVERY SERVICE

The à la carte menu

Every service is available on its own, and any of them can be added to any plan. The plans above exist because most businesses need several — not because these are bundled-only.

💰
Finance
Monthly Close Package
$597/mo
Monthly · Delivered by the 5th
We reconcile your QuickBooks books against every payment processor — PayPal, Stripe, Square — flag any mismatches, and write a plain-language P&L narrative explaining why revenue moved. Your accountant gets a clean, complete close packet every month without you touching a spreadsheet.
What you receive
  • Full reconciliation report — matches and gaps, line by line
  • P&L narrative — the month explained in plain words
  • Close packet — exported and ready to file or share
📅 Delivered by the 5th of each month
Weekly Cash Flow Snapshot
$297/mo
Weekly · Every Monday morning
Every Monday we pull your QuickBooks books, PayPal settlements, and Square POS takings and deliver a 30/60/90-day cash forecast to your inbox. The weeks where cash runs tight are flagged before they arrive — so you're never caught short.
What you receive
  • 30/60/90-day cash curve with confidence bands
  • Risk flags — the exact weeks to watch
  • XLSX model to share with your accountant or team
📅 Delivered every Monday by 9 AM
Monthly Payroll Planning Check
$197/mo
Monthly · Before payroll run
Three business days before your payroll runs, we check your QuickBooks books and incoming PayPal payments to give you a clear verdict: can the wage run be met? If receivables are short, we draft tone-matched chase emails — ready to send with one click.
What you receive
  • Cash verdict — payroll covered yes or no
  • Chase email drafts if shortfall detected
  • Collection priority list — what to collect and by when
📅 Delivered 3 business days before payroll
Tax Prep Packet
$997/yr
Annual · Q1 delivery
We pull your full year from QuickBooks, roll in PayPal and Stripe processor income, identify every 1099 contractor, calculate your quarterly estimates, and assemble the complete handoff bundle your accountant needs — organized, labeled, and ready to send.
What you receive
  • Tax summary — income, expenses, estimates
  • 1099 list — every contractor and amount
  • Accountant packet — all docs in one bundle
📅 Delivered by February 15
📞
Sales & CRM
Weekly Lead Triage
$397/mo
Weekly · Every Monday morning
Every Monday we read your HubSpot CRM, check Gmail for recent replies, and score every lead by engagement, fit, and urgency. Your top 5 for the week surface in a ranked call list — each one with a talking point — delivered before you open your first meeting.
What you receive
  • Ranked call list — your top 5 for the week
  • Talking points — why to call and what to say for each
  • Calendar blocks — slots reserved for the calls
📅 Delivered every Monday by 8 AM
Weekly CRM Maintenance
$397/mo
Weekly · Every Friday
Every Friday we clean your HubSpot, log Gmail conversations against the right contact records, attach Calendar meetings to open deals, and flag any deals that went quiet. Your CRM reflects what actually happened that week — without you manually updating a single field.
What you receive
  • Updated contact and deal records
  • Activity log — calls, emails, and meetings recorded
  • Stale deal list — gone-quiet deals flagged for review
📅 Completed every Friday by 5 PM
📣
Marketing
Monthly Content Strategy + Assets
$997/mo
Monthly · Delivered by the 1st
We read your sales data from QuickBooks, PayPal, and Square to find what's moving. From that we build a prioritized 30-day content brief, write the captions for every slot, generate on-brand Canva visuals, and stage everything in HubSpot ready to publish. You approve the angle; we handle production.
What you receive
  • 30-day posting calendar with dates and slots
  • Caption copy — ready to paste for every post
  • Canva asset set — on-brand visuals generated
  • HubSpot staging — queued and ready to send
📅 Delivered by the 1st of each month
Monthly Campaign Run
$697/mo
Monthly · One campaign per month
One full campaign per month — we read your QuickBooks sales to pick what's worth promoting, write the campaign brief and email/social copy, generate the Canva asset set, and stage everything in HubSpot ready to launch. You review and send with one click.
What you receive
  • Campaign brief — the angle and the plan
  • Copy — email and social captions written
  • Canva asset set — posts built to your brand
  • HubSpot-staged — queued and ready to send
📅 Delivered by the 15th of each month
📊
Reporting
Weekly Friday Brief
$197/mo
Weekly · Every Friday afternoon
Every Friday we compare this week's PayPal revenue to last week's, log the HubSpot wins, and deliver a clean weekly summary. If your Slack is connected, it posts there automatically so your whole team sees it. No one has to write it, forward it, or remember to send it.
What you receive
  • Revenue comparison — this week vs. last
  • Wins log — deals closed and milestones hit
  • Watch-list — what to keep an eye on next week
📅 Posted every Friday by 4 PM
Quarterly Business Review
$597/qtr
Quarterly · Within 10 days of quarter end
We pull the full quarter from QuickBooks, roll in PayPal revenue, read HubSpot for customer health and pipeline trends, and write a board-ready QBR narrative. Revenue, margin, risks, and what comes next — all written and ready to present to your team, board, or lender.
What you receive
  • QBR narrative — the quarter told in plain words
  • Revenue and margin summary with trend analysis
  • Risks and opportunities for the quarter ahead
📅 Delivered within 10 days of quarter end
⚡
On Demand

No monthly commitment. Request when you need it — delivered within the turnaround window.

Contract Review
$247/doc
Per document · 48-hour turnaround
Send us the contract — PDF, DOCX, DocuSign envelope, or Gmail draft. We read it clause by clause, rate every risk by severity, write a plain summary of what you're signing, and return a redline DOCX marked up and ready to negotiate from.
What you receive
  • Plain-language summary — what you're agreeing to
  • Risk flags — rated high, medium, and low
  • Redline DOCX — marked up and ready to push back
⚡ Returned within 48 hours
Customer Pulse Report
$197/report
Per report · 24-hour turnaround
We sweep your PayPal disputes, HubSpot tickets, and Gmail customer threads, identify recurring themes, track sentiment, and name the three fixes worth acting on this week. Order it when something feels off — or schedule it monthly as a recurring check.
What you receive
  • Themes report — what customers keep saying
  • Sentiment read — where feeling is trending
  • Three priority actions — what to fix this week
⚡ Returned within 24 hours
QUESTIONS

About the plans

Do I need a setup tier first?

No. Back Office plans start with a $497 First Close, and that is your setup. There is no separate setup fee and no minimum tier to qualify.

Do I still need my bookkeeper?

Yes. We produce the close package. Your bookkeeper or CPA handles filing and advisory. The roles do not overlap, and a clean close usually makes their work faster.

What if a deliverable is going to be late?

You hear about it before the date, not after. The dates on this page are commitments rather than targets.

Can I mix a plan with individual services?

Yes. The plans are the common combinations at a discount. Any à la carte service can be added to any plan at its listed price.

START HERE

One month. Closed properly. $497.

Every plan starts the same way: one real month of your books, closed properly, so you can judge the work before committing to it. The $497 credits in full toward month one.

✓ No setup tier ✓ Month-to-month ✓ Cancel with 30 days' notice