Back Office Support
Every entrepreneur or small business owner eventually feels overwhelmed by administrative tasks. If you’re drowning in paperwork, emails, and daily chores, we can help! Our team creates efficient systems to manage these tasks, freeing you to focus on what matters most. Delegating can be tough, but with our expert support, you'll handle it smoothly. Let us help you ease your burden so you can concentrate on what you do best.
Impactful support that saves you real time and money:
Administrative HEadaches
Research how to grant limited access to bank account, working with bank automated messaging system over multiple weeks to upload documents, coordinate signatures, and ensure the correct levels of access.
Dig into missing payments on past due invoices, communicating with vendor, correcting submissions to a third-party site, and finally getting past due invoices approved for payment.
Process Improvements
Build automation with Zapier to connect Google Form information directly to MailChimp, removing a manual step from a local candidate’s outreach to voters.
Use Calendly integrations with Calendar, email, and payments to streamline the customer inquiry process and remove gaps in the customer acquisition pipeline.
Routine Back Office TAsks
Prepare monthly invoices, including communication with subcontractors to collect and track all billable time
Send monthly bank statements to bookkeepers
Regularly audit Mailchimp list for blocked and unsubscribed emails
Track change of address tasks
Track local tax and business license filing deadlines