Services

Four functionsOne remote team

Finance, HR, administration, and operations — bundled into a single back-office team working inside your tools, on your tempo. Here's exactly what we handle.

Pillars

4

Tools we plug into

28

Point of contact

1

Setup

10business days

Financial Management

Books closed by the 7th. Payroll on schedule.AR/AP current. Reports you actually use.

What's included
  • Monthly bookkeeping & close
  • Bi-weekly or monthly payroll runs
  • Accounts payable (vendor management, approval routing)
  • Accounts receivable (invoicing, collections follow-up)
  • Bank & credit card reconciliation
  • Expense tracking & receipt management
  • Monthly financial reporting (P&L, balance sheet, cash flow)
  • Year-end prep for your CPA
We plug into
  • QuickBooks Online
  • Xero
  • Bill.com
  • Stripe
  • Gusto
  • Rippling

Human Resources

People operations handled cleanly — from offer letter through offboarding.

What's included
  • Onboarding (offer letters, I-9s, equipment provisioning checklist)
  • Employee records & document management
  • PTO, attendance, and time-off tracking
  • Hiring support (job posting, candidate coordination, scheduling)
  • Contractor management (1099s, agreements)
  • Offboarding (final pay, COBRA, equipment return)
  • HR policy documentation & employee handbook upkeep
We plug into
  • Gusto
  • Rippling
  • ADP
  • BambooHR
  • Greenhouse
  • Lever

Administrative Support

The inbox, calendar, and document chaos — gone.We become your operations layer.

What's included
  • Email triage & inbox management
  • Calendar coordination (internal + external)
  • Document creation, formatting, and version control
  • Records organization (digital filing, folder hygiene)
  • Data entry & cleanup
  • CRM data management — deduplication, enrichment, updates (Premium)
  • Travel & expense coordination
We plug into
  • Notion
  • ClickUp
  • Asana
  • Google Workspace
  • Microsoft 365
  • HubSpot
  • Salesforce

Operations Support

Vendors managed, projects on track, processes documented before they become tribal knowledge.

What's included
  • Vendor management (contracts, renewals, payments)
  • Project coordination across teams
  • SOP documentation (we write them as we work)
  • Workflow audits & process improvement
  • Software subscription tracking & rationalization
  • Operational reporting & weekly summaries
We plug into
  • Notion
  • ClickUp
  • Asana
  • Slack
  • Zoom
  • Loom
Working with us

The cadence you can plan around.

A back-office team isn't just a list of tasks — it's a rhythm. Here's what the engagement actually feels like from week to week.

Daily

Quiet hum, no drag

  • Inbox triaged before noon
  • AP queue processed and approvals routed
  • Calendar conflicts resolved without a back-and-forth
Weekly

Friday summary

  • Cash position, AR aging, what shipped, what's stuck
  • Decisions you need to make — surfaced ahead, not after
  • Next week's calendar locked and confirmed
Monthly

Close, report, plan

  • Books closed by the 7th, P&L and balance sheet delivered
  • Payroll run clean, contractors paid, expenses reconciled
  • HR cycles — PTO, reviews, renewals — handled on time
Quarterly

Review and evolve

  • What's working, what's not — honest review of the engagement
  • Workflow audits and SOP refreshes
  • Whether the tier still fits your reality
The stack

We work in your tools.

No forced migrations. We meet your data where it lives — and bring discipline to the tools you already pay for.

Finance & payroll

7 tools

Books, billing, and payroll in the tools your CPA already knows.

  • QuickBooks Online
  • Xero
  • Bill.com
  • Stripe
  • Gusto
  • Rippling
  • ADP

HR & hiring

5 tools

Employee records, candidate tracking, and onboarding flows.

  • Rippling
  • BambooHR
  • Gusto
  • Greenhouse
  • Lever

CRM & sales ops

4 tools

Clean data, routed leads, and pipeline you can trust.

  • HubSpot
  • Salesforce
  • Pipedrive
  • Apollo

Productivity & comms

8 tools

Documentation, projects, calendar — your daily surface.

  • Notion
  • ClickUp
  • Asana
  • Google Workspace
  • Microsoft 365
  • Slack
  • Zoom
  • Loom

Don't see your stack? Tell us what you use →

FAQ

How the work actually gets done.

Ready when you are

Ready to map this to your business?

Pick a plan, sign up in under five minutes, and meet your team this week.