The back office reset

From backlog to a back office that virtually runs itself

A business owner's back office out of control

Revenue is strong. Sales are coming in, the phone doesn't stop, and the calendar is full. Unfortunately, the back office and engine room of your business has fallen behind: invoices sitting half processed or not even started, filing months out of date and piles of paper everywhere, important information written down on notes floating around the office not to hand when you need it, and systems that were set up in a hurry years ago that haven’t grown with the business.

None of this shows up in the sales numbers, so it never becomes today's problem. It becomes next week's problem when a good staff member leaves and takes all their working knowledge with them. The business owner is stressed because they can’t put their hands on the information they need for a big project they’re working on. It becomes the accountant's problem at end of financial year, when half of what's needed can't be found. It becomes a buyer's problem too, if the business is ever put up for sale and due diligence exposes how thin the operational foundations actually are.

Growth and administrative discipline are meant to keep pace with each other, not one running ahead of the other. When they don't, the fix isn't a longer to-do list handed to an owner who has no time left to work through it. It's someone getting in, clearing the backlog, and rebuilding the systems so the business runs properly whether or not the owner is the one holding it together.

What we deliver

We get in and work with you to determine what's actually there, not a generic checklist. What's typically involved:

  • A full back office audit: what's overdue, what's missing, and what's carrying risk without anyone noticing

  • Clear the paper backlog: we can facilitate bringing in help for you to get the filing, records, data entry, and the physical paperwork sorted

  • Xero and finance file clean-up: reconciled, correctly categorised, debtors recovered, and reporting properly

  • New systems: bringing in the right program or software platform to help you go paperless (or as paper-free as possible)

  • Rebuilt processes and workflows: documented so the next person who touches them doesn't need it explained to them

  • Procedures written down for the tasks currently living in everybodies’ head

  • A handover-ready back office, so the business keeps running and ready to take you to the next level

Benefits

  • The backlog gets cleared once and properly, organised and better than before

  • Nothing left sitting in the admin pile to catch you out at tax time, audit, next sale or project

  • Systems the next new hire can actually follow, without needing to interrupt you and other staff asking questions

  • Reporting you can trust, because all the data is where it should be and the numbers are current and correctly filed

  • The mental space a messy back office was taking up every day now back in your own hands

Read

Investment

A back office that's fallen behind rarely got that way overnight, and putting it right doesn't need an inflated project plan either.

  • Call us to walk through where things currently stand

  • We get in and do the reset directly, either ourselves or by facilitating the right support for you

  • No inflated scopes and quotes, just an honest by-the-hour rate so you're only paying for exactly what you need

What’s next?

If you can't remember the last time your filing, records, or processes were properly up to date, that's the sign it's time to talk to us.

Call 0439 656 144 or fill out the contact form below.

Talk to BusinessRx today

Call 0439 656 144 or fill out the Contact Form below