Back Office Management
Ongoing ownership of your back office — so things stay accurate, current, and usable as the business runs.
Back Office Management is for trades businesses that want their financial and operational systems maintained without constant follow-up, cleanup, or surprises.
When Back Office Management is the right fit
This is typically the right next step when:
The back office has been set up or cleaned up
You don’t want to manage the system yourself
You want issues handled before they become problems
Accuracy and consistency matter month after month
This work is about keeping things stable — not reacting after something breaks.
What management means here
Back Office Management means I take responsibility for keeping the system working — not just responding to requests.
That includes monitoring, maintaining, and adjusting the back-office flow as the business operates, so information stays accurate and problems don’t pile up.
You’re not assigning tasks.
You’re not checking work.
You’re not wondering if things are being handled.
The back office is owned — not assisted.
Depending on your business, ongoing management may include:
Components
Monitoring billing and invoicing flow
Maintaining customer and job data integrity
Managing receipt and document capture
Resolving inconsistencies before month-end
Coordinating changes as tools or processes evolve
Not sure if management is the right next step?
Start with a Money Leaks Report to identify what’s broken and what level of support makes sense.