Outsourced Back-Office Services (US)

What we handle

Every function. Every deadline.

AP Processing & Vendor Management

Invoice capture, 3-way matching, payment runs, vendor master maintenance, and W-9 collection, with audit trails.

AR & Collections

Invoice generation, aging management, collections follow-up, and cash application, no revenue left on the table.

Cash Flow Forecasting

13-week rolling forecast, runway analysis, and variance-to-forecast reporting, so you always know where you stand.

Board & Investor Reporting

Monthly board pack (P&L, BS, CF, KPI dashboard), investor update schedules, and covenant tracking.

Expense Management

Expense policy enforcement, reimbursement processing, and credit card reconciliation, every period.

Financial Controls & Audit Prep

Month-end checklist, internal control documentation, and audit support package, ready when your auditors arrive.

Pricing

Scoped to your operations. No surprises.

Package	What it covers	Fee (USD)
Core Back Office	AP, AR, bank recs, month-end close	From $2,500/mo
Full Finance Team Extension	Core + cash flow, expense management, reporting	From $4,500/mo
Fractional CFO Support	Strategic finance, board reporting, investor relations	From $3,500/mo
Enterprise	Custom scope, dedicated team, bespoke SLA	Book a Briefing

FAQ

Questions we always get asked.

What is included in "full back office"?

Full back office covers AP processing, AR and collections, expense management, bank reconciliation, cash flow forecasting, month-end close, and board/investor reporting. We scope a written SLA at onboarding so expectations are explicit.

How quickly can you onboard?

Standard onboarding is 2 weeks: system access, process documentation, opening balance review, and a first close under supervision. Larger or more complex engagements take 3–4 weeks. We do not start billing until go-live.

Do you work in our existing tools?

Yes. We work in QuickBooks Online, NetSuite, Sage Intacct, and similar platforms. We do not require you to change software. If you are on a legacy system that needs upgrading, we can advise on migration, that is a separate engagement.

Is this a dedicated team or shared?

Core and Full Finance Team tiers include a dedicated senior analyst and a named engagement lead. Starter-level work may use a shared-resource model. All tiers have a named point of contact and defined escalation path.

What SLAs do you offer?

Standard SLAs: AP invoice processing within 2 business days of receipt; AR invoices generated within 1 business day of trigger; month-end close package delivered by Day 4; board pack delivered by Day 7. Custom SLAs can be scoped for Enterprise engagements.

How do you handle confidential financial data?

All data stays in your systems, we work as invited users, not data custodians. Access is role-limited to the scope of work. NDAs are standard on every engagement. We do not store your financial data on our own servers.

Outsourced back-office for US businesses Your back office. Without the overhead.