Managed Services
Your back office, handled. We manage bookkeeping, payroll, invoicing, and technical support across whatever tools your firm runs on — so you can focus on client work.
Why Managed Services?
Too Small to Hire Full-Time
You need professional ops support but can't justify a full-time hire. Get enterprise-level operations at a fraction of the cost.
Free Up Billable Hours
Every hour you spend on admin is an hour not billed to clients. Let us handle the back office while you do what you do best.
Continuity & Coverage
No single point of failure. No scrambling when someone takes vacation. Your operations keep running smoothly, always.
Expertise on Demand
Access bookkeeping, payroll, and technical expertise without recruiting, training, or managing additional staff.
Our Services
Bookkeeping
Accurate, timely bookkeeping so you always know where your finances stand. We handle the day-to-day so you can make informed decisions.
- Transaction categorization
- Bank and credit card reconciliation
- Monthly close process
- Financial statement preparation
- QuickBooks Online management
- Expense tracking and reporting
Payroll Administration
Stress-free payroll processing. We handle the details, ensure compliance, and make sure your team gets paid correctly and on time.
- Payroll processing and submission
- Tax calculations and filings
- Direct deposit management
- New hire onboarding
- Benefits administration support
- Gusto/Rippling management
Invoicing & Accounts Receivable
Get paid faster with professional invoicing and proactive follow-up. We turn your billable work into cash in the bank.
- Invoice creation and delivery
- Payment tracking and reconciliation
- Collection follow-ups
- AR aging reports
- Client payment portal setup
- Integration with time tracking
Systems Management
Keep your operations running smoothly — whether that's our stack, your existing tools, or a mix of both. Updates, backups, monitoring, and troubleshooting handled.
- Software updates and patches
- Automated daily backups
- System monitoring and alerts
- Performance optimization
- Security updates
- Technical troubleshooting
Fractional CTO
Strategic technology leadership without the executive salary. Get expert guidance on technology decisions, vendor management, and security.
- Technology strategy and roadmap
- Vendor evaluation and management
- Security oversight and audits
- Team technical mentorship
- Architecture decisions
- IT budget planning
Service Bundles
Pre-packaged service combinations that work with your tools — at a bundled rate.
Essential
$1,000 - $1,500/month
Best for: 6-10 employees, any toolset
Includes:
- Stack monitoring and maintenance
- Monthly bookkeeping (up to 150 transactions)
- Payroll submission support (up to 12 employees)
- Email support (24-hour response)
Professional
$2,000 - $3,000/month
Best for: 10-18 employees, integrated operations
Includes:
- Everything in Essential
- Bookkeeping (up to 300 transactions)
- Payroll (up to 20 employees)
- Invoice creation and AR management
- Monthly operations review call
- Priority support (4-hour response)
Premium
$3,500 - $5,000/month
Best for: 18-25 employees, full-service operations
Includes:
- Everything in Professional
- Bookkeeping (up to 500 transactions)
- Payroll (up to 25 employees)
- Fractional CTO (6 hours/month)
- Custom workflow development (3 hours/month)
- Quarterly strategy sessions
- Dedicated support contact
How Managed Services Work
Scope & Setup
We define exactly what's included, set up access and communication channels, and establish your service calendar.
Ongoing Delivery
Services delivered on schedule. Bookkeeping reconciled, payroll processed, system monitored—all without you thinking about it.
Regular Check-ins
Monthly review calls (Professional and above) to discuss status, address questions, and identify optimization opportunities.
Continuous Improvement
We proactively identify ways to improve your operations, automate more, and increase efficiency over time.
What to Expect
Dedicated Team
You'll work with a consistent team who knows your business, not a random support queue.
Proactive Communication
We'll alert you to issues before they become problems and keep you informed on important matters.
Transparent Reporting
Regular reports on what we've done, what's coming up, and the state of your operations.
Flexible Scaling
Add or remove services as your needs change. No long-term lock-in, just month-to-month value.
Ready to Offload Your Back Office?
Let's discuss which services make sense for your firm. No obligation, just a conversation.
Book Your Discovery Call