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BUNDLES

Select your back office support level.

Achieve financial visibility, organized onboarding, reliable payroll, and smoother administration with our specialized systems.

Full Business Setup — Most Popular Starting at $4,500 (one-time).

Get smoother systems and administration with this essential launch package.

Enables organized onboarding and people processes for growing teams.

Formation & registrations
Systems & setup

    Business formation filing — Articles of Organization (LLC) or incorporation paperwork
    EIN registration with the IRS
    Operating agreement (template, ready for your attorney to review)
    Registered agent & business license guidance
    Sales tax registration (where required)

    Business bank account setup guidance
    QuickBooks setup — chart of accounts, bank/card connections, opening balances
    Payroll system setup (if you’re hiring)
    HR foundation — offer letter & handbook templates, I-9/W-4 process
    Core software setup — email/Google Workspace, document storage
    Simple SOPs so it all keeps running

We deliver a fully documented ecosystem ready for reliable payroll and financial visibility.

Finance Starting at $3,000/month.

Achieve clearer financial visibility with controller-level care.


    QuickBooks management
    Monthly bookkeeping & bank reconciliations
    Accounts payable & receivable
    Sales tax filing & remittance
    Financial reporting (P&L, balance sheet)
    Cash flow tracking & budgets
    Controller review
    Year-end prep for your CPA
HR Starting at $2,500/month.

Focus on organized onboarding and people processes for your staff.

    Onboarding & offboarding
    Employee handbooks & policies
    Offer letters & employee files
    Benefits administration
    Recruiting & interview scheduling
    Compliance support
    Unemployment filings
Complete Bundle Starting at $6,200/month.

Integrated support for smoother systems and total team alignment.


    All features from Finance & Payroll
    All features from HR
    Full Operations & Admin coverage
    Priority support & monthly strategy sync
    A complete back office so you can scale
Payroll & Compliance Starting at $750/month.

Establish reliable payroll routines to keep your staff paid accurately.


    Payroll processing
    Payroll taxes & quarterly filings
    W-2s & 1099s
    New-state payroll registrations
    PTO & timekeeping
    Workers’ comp audit support
Operations & Admin Support Starting at $1,000/month.

Keep your systems organized and your day-to-day administration moving.


    CRM management & automations
    Tool selection & supply tracking
    Calendar & inbox management
    Scheduling, travel & meeting prep
    Expense reports & presentation building
    The day-to-day work that keeps you focused
    Miscellaneous admin tasks
The Mix — build your own custom pricing — contact us for a quote.

Not sure you need a whole department?


    Choose any services from any bundle above
    Pay only for what you use
    Add or drop as your business changes
    One point of contact for all of it
The Mix — build your own custom pricing — contact us for a quote.

Not sure you need a whole department?

    Choose any services from any bundle above
    Pay only for what you use
    Add or drop as your business changes
    One point of contact for all of it

How it works

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Set up → Pass off

Or keep us on

Your tools, your data

We build each function correctly, document it, and hand it to you or the person you hire — so you own a clean, working system, not a dependency on us.

Ongoing management is optional. For an added monthly fee, we’ll keep running any bundle for you instead of handing it off.

Software (QuickBooks, payroll, etc.) is billed in your name — your data, your accounts — and you’re never locked in.

Software Ownership

Our fees cover our work. Software like QuickBooks, payroll, and your CRM is subscribed in your name and stays your property — your data, your accounts. We recommend the right stack, set it up, and manage it for you.

Discover how to improve your systems. Contact us today for a review of your current operations.

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