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Books & Business Ops

Stop Reconstructing Your Books Every April.

Invoicing, receivables, commission tracking, and expense organization.

The problem

What usually goes wrong

Independent operators run on 1099 income with no back office — so invoices go out late, commissions go untracked, and tax season becomes an archaeology project.

How we help

What we do about it

We keep the money side current week to week, so your numbers are ready when you need them instead of rebuilt from a shoebox.

Scope

What We Can Handle

  • Invoicing and accounts receivable
  • Commission and purse-split tracking
  • Expense reports and categorization
  • Receipt capture and organization
  • 1099 and tax-prep organization
  • Vendor and contractor payments
  • Monthly reconciliation support
  • Simple P&L reporting

Ideal for: 1099 professionals and small operations without a bookkeeper on retainer.

Bookkeeping support is administrative. We work alongside your CPA or accountant — we do not provide tax or accounting advice.

How it works

Getting Started

01

Scope the work

We walk through what you are handling today and what should move off your desk first.

02

Document the process

Recurring tasks get written up as SOPs before anyone starts, so nothing depends on memory.

03

Start and adjust

Work begins on an agreed cadence, with a named contact and a briefed backup.

04

Report and expand

Regular reporting shows what got handled, and you add tracks when it makes sense.

FAQ

Common Questions

How quickly can support start?

After a scoping call we typically confirm the plan, document the first workflows, and begin within a short onboarding window. Exact timing depends on how much process needs writing up first.

Do I work with one person or a team?

You have one named point of contact. A second person is briefed on your account from the start so coverage never depends on a single individual being available.

What if my needs change month to month?

Hours and scope are adjustable. That flexibility is the main advantage over hiring in-house for work that fluctuates.

Can this combine with other services?

Yes. Most clients run two or three tracks together — for example Administrative Support and CRM & Business Support alongside this one — through the same partner.

Ready when you are

Ready to Hand Off Books & Business Ops?

Tell us what is taking up your time and we will show you what can move off your plate.

Let's Talk