Managed Back Office

Your back office. Actually running.

Recurring operations support — bookkeeping, payroll coordination, admin, and internal systems — for organizations that need it done right without doing it themselves.

Editorial desk still life — open ledger with handwritten columns, brass calculator, fountain pen, ceramic mug, leather folder.

Monthly retainer

What’s included.

  • Bookkeeping — transaction coding, account reconciliation, monthly close
  • Payroll coordination — processing oversight, error resolution, compliance follow-through
  • AP/AR support — invoicing, bill-pay coordination, collections follow-up
  • Phone and reception support — call handling, scheduling, intake routing
  • Calendar and scheduling management
  • Employee documentation and records management
  • Internal systems support — process documentation, workflow organization
  • Month-end financial reporting package

Who this fits

Three shapes of organization we land at.

Employer A

A 40-employee construction firm. The owner's spouse has been doing the books. It's fine until it isn't — and it's getting to "isn't." You need professionals, not workarounds.

Employer B

A multi-location healthcare practice. Multiple providers, multiple billing sources, multiple payroll runs a month. You need a back office that actually coordinates.

Employer C

A nonprofit charter school. Board reporting, restricted fund tracking, grant compliance. Your operations are more complex than your admin team was built for.

Pricing

Starting from $1,900/mo.

Starting at $1,900/mo. Every quote is built individually based on the functions we manage, the volume of work, the complexity of your systems, and the level of responsibility involved. Discounts offered for bundled services and prepay accounts.

Project & add-on work

Scoped and quoted separately from the retainer.

  • Books cleanup / catch-upMonths of backlog caught up to current (quoted per month of catch-up).
  • Accounting system implementationQuickBooks, Xero, or equivalent, single entity.
  • AP/AR system rolloutBill.com, Ramp, or equivalent setup and migration.
  • Year-end close projectFull year-end close, financial package prep and delivery.
  • AR cleanup / collections sprintStructured recovery of outstanding receivables.
  • Phone and reception onboardingSystem setup, call routing design, and protocol build.
  • Document digitization and recordsPhysical records converted, organized, and indexed.
  • Data migrationCRM, accounting, or operations system migration.

Higher-level finance

Available, separately scoped.

When the work goes beyond bookkeeping — controller-level review, multi-state tax, fractional CFO advisory — we bring it in through a trusted finance partner. Thrive HR Studio remains your single point of contact and invoices the engagement through your master agreement. Scoped and quoted separately from your back-office retainer.

  • Controller-level review and management reporting
  • Variance analysis and board-meeting financial narrative
  • Multi-state sales tax registration, compliance, and filing
  • Tax preparation — federal and state, single or multi-jurisdiction
  • Fractional CFO advisory
  • Annual budget build, projections, and cash flow modeling
  • Fundraising financial narrative and investor model support
  • Audit support and financial-review packaging

Ready to stop running your back office on spreadsheets?

Let’s set up the real version.

Book a free 30-minute call. We’ll walk through what’s currently held together with workarounds, where the gaps are, and what a real back office would look like for your organization.