Back Office Support

Get Organized Before You're Ready for Full Bookkeeping

Running a business comes with more than serving customers. There are expenses to track, bills to remember, receipts to keep, payments to follow up on, and important records that can quickly become scattered.

If your business isn't ready for full bookkeeping software or ongoing bookkeeping services, BLS Back Office Support gives you a simpler place to start.

We help small and growing businesses create an organized system for keeping track of the financial and administrative records that matter—without making the process more complicated than it needs to be.

Is Back Office Support Right for Your Business?

Back Office Support may be a good fit if you:

  • Are starting or operating a small business and need a better way to stay organized

  • Track business information in notebooks, emails, folders, or multiple spreadsheets

  • Have receipts and financial documents stored in different places

  • Need a simple way to track income and expenses

  • Need to keep up with bills and payment due dates

  • Send customer invoices and need to know what is still outstanding

  • Want better records to provide to your bookkeeper or tax professional

  • Aren't ready for full-service bookkeeping or accounting software

You don't have to wait until your business becomes complicated to start keeping better records.

Back Office Setup

We'll start by learning how your business currently handles its records and identifying what actually needs to be organized.

Your customized system may include:

Income Tracking
Keep a record of money received by the business and where it came from.

Expense Tracking
Record business purchases and expenses along with available supporting documentation.

Bills & Accounts Payable Tracking
Keep track of bills, amounts due, due dates, payment status, and related documents.

Customer Invoice & Accounts Receivable Tracking
Track invoices issued to customers, payments received, outstanding balances, and due dates when applicable.

Asset Purchase Log
Maintain records of major business purchases such as equipment, computers, vehicles, or other assets for review by your bookkeeper or tax professional.

Recurring Expense Tracking
Keep subscriptions, recurring bills, and other regular business expenses from getting lost in the shuffle.

Vendor & Customer Information
Keep important business contact and record information organized in one place.

Receipt & Document Organization
Create a consistent digital filing system for receipts, invoices, bills, statements, and other important business records.

Important Dates & Deadlines
Keep track of recurring business dates, renewals, and other deadlines identified by the business.

Your system is customized based on the needs of your business. Not every business will require every feature.

Monthly Back Office Support

Don't want to maintain the system yourself?

BLS can provide ongoing support to help keep your records organized throughout the year.

Depending on your selected services, monthly support may include:

  • Recording information provided for income and expenses

  • Updating bill and payment status

  • Updating customer invoice and payment records

  • Organizing receipts and supporting documents

  • Maintaining recurring expense records

  • Updating vendor and customer information

  • Flagging missing information or documentation

  • Identifying items that need your attention

  • Maintaining your organized digital record system

The goal is simple: instead of trying to reconstruct an entire year of business activity at tax time, you're keeping it organized as you go.

Better Records at Tax Time

Back Office Support does not replace your tax professional.

Instead, it helps you maintain organized records that can make working with your bookkeeper, accountant, or tax preparer easier.

At year-end, you'll have organized information showing items such as:

  • Income recorded during the year

  • Business expenses recorded during the year

  • Major asset purchases

  • Outstanding customer invoices

  • Outstanding bills

  • Available receipts and supporting documents

  • Business records and documents

  • Items requiring review by your tax professional

Your tax professional can then use the appropriate information to make accounting and tax determinations.

What Back Office Support Does Not Include

Back Office Support is an organizational and recordkeeping service and is not a substitute for full-service bookkeeping, accounting, or tax services.

This service does not include:

  • Bank or credit card reconciliations

  • Full-service bookkeeping or accounting

  • Preparation of financial statements

  • Tax preparation or tax advice

  • Determining whether an expense is tax deductible

  • Determining depreciation or capitalization treatment

  • Payroll processing or payroll tax filings

  • Sales tax preparation or filing

  • Preparation of tax returns

  • CPA services

  • Legal, financial, or investment advice

BLS organizes and maintains records based on the information and documentation provided by the client. Accounting and tax matters requiring professional determination should be referred to the client's bookkeeper, accountant, CPA, or tax professional, as appropriate.

Ready to Get Your Business Organized?

You don't need a complicated system to start keeping better business records.

Whether you're just getting started or your current system has become difficult to manage, BLS Back Office Support can help you create a simpler, more organized foundation for your business.

[Get Started With Back Office Support]

Already ready for full bookkeeping?

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