Managed Services

Back Office Automation for Small Businesses

A fully managed back office service that runs inside your existing tools. Every recurring task gets a real owner, clear cadence, and accountability — without adding another platform to your stack.

The Problem We Solve

Most small businesses lose 10–15 hours per week to recurring admin work that has no clear owner. That's not a people problem — it's a system problem.

Invoicing follow-ups sit in someone's mental to-do list
Month-end close happens in a panic
Client requests fall through email threads
Onboarding becomes "whoever has time"

Business problem

Recurring back-office work slips because ownership is unclear and reminders live in someone’s head.

What gets automated

  • Recurring task cadences and reminders
  • Collections and client/vendor follow-ups
  • Task ownership and escalation workflows
  • Weekly and monthly status reporting

Outcome metrics

  • On-time completion of recurring tasks
  • Fewer missed follow-ups and late invoices
  • Clear ownership across every workflow
  • Consistent reporting without scramble

Example outcome

Recurring admin work runs on schedule

A multi-location services firm eliminated manual reminders and standardized month-end tasks.

What's Included

Recurring work gets a real owner, a cadence, and a clean place to live

Invoicing & Collections

Follow-ups that actually happen, on time, every time. No more chasing payments manually.

Bookkeeping Handoffs

Month-end close routines that run without panic. Clean, consistent, reliable.

Client/Vendor Requests

Tracking that doesn't rely on email threads. Every request gets logged and followed up.

Onboarding Workflows

Clear roles, clear steps, clear ownership. New clients and team members get set up right.

Weekly/Monthly Reporting

Reports that actually happen on time. No more scrambling before meetings.

Custom Recurring Tasks

Anything that happens on a schedule gets a system. You name it, we run it.

Deliverable

A fully managed back office system that keeps recurring work on track.

  • Documented ownership and cadence for every recurring task
  • Automated reminders, follow-ups, and escalation paths
  • Centralized tracking board inside your existing tools
  • Weekly status summary of tasks completed and pending

How BOA Works

Three steps from chaos to a back office that actually runs itself

Step 1

Audit Your Recurring Tasks

You show us 10 real tasks that happen on a schedule. We identify what's slipping through the cracks.

Step 2

We Design the System

We map ownership, cadence, and accountability for every task — using only the tools you already have.

Step 3

BOA Runs It for You

Your back office runs on a real system. Follow-ups happen. Handoffs are clean. Nothing falls through.

Why BOA Is Different

We don't just handle tasks — we install a system. Ownership rules, cadences, escalation paths — it runs whether or not any one person is available.

  • Real owner for every recurring task
  • Clear cadence and accountability
  • Lives inside your existing tools (email, Slack/Teams)
  • No new platforms, logins, or dashboards
  • Most clients operational within 2-3 weeks

Ready to Get Started?

Show us 10 real recurring tasks. We'll show you what we'd build. No obligation, no pitch — just a concrete look at your actual workflows.

Book a Workflow Audit

Make Your Back Office Run With Certainty

Book a workflow audit to see how BOA eliminates recurring work with precision.

Book a Workflow Audit