Overview
Why it matters
In most growing businesses the back office runs on good people and copy and paste: re-keying the same data into three systems, chasing approvals by email, and assembling documents by hand. We map that work, then connect and automate it, with a person approving the steps that matter.
How we help
What we build
Quoting, invoicing and collections
Quotes built from templates, invoices raised on completion, reminders sent on schedule.
Bookkeeping hand-offs
Transactions, receipts and coding flowing to your accounting system cleanly.
HR and employee onboarding
Offer to first day handled on a checklist, with accounts and paperwork ready.
Documents and inbox
Sorting, summarizing and filing, with a person approving what matters.
Approvals and controls
Clear approval paths with an audit trail, instead of email threads.
Tools that talk to each other
Your CRM, calendar, books and files connected, so nobody retypes anything.
What changes
What clients can expect
01
Hours back each week
Time your team spends on data entry and chasing goes to work only they can do.
02
Fewer errors
Data entered once, checked once, and used everywhere.
03
Cleaner month end
Finance works from complete, current information.
Our approach
Four stages. You can stop after any of them.
01
Assess
Interviews, a look at your tools and numbers, and a map of how the work really flows.
02
Plan
Opportunities ranked by value, effort and risk, with cost and payback, and a 90-day roadmap.
03
Build
Fixed-scope sprints in your accounts, each with a price and a finish line agreed up front.
04
Run
We run and tune what we built, and review the numbers with you every month.
Client story
How a tax strategy firm rebuilt the way it meets its best clients
A short scorecard in place of a long form, instant lead alerts, a research brief before every call, and a content plan built around the founders' expertise.
