What’s included
- Accounts payable and receivable coordination
- Invoicing and payment tracking
- Recurring reports and management updates
- Document and deadline organization
- Vendor and 1099 tracking
- Coordination across accounting, tax and payroll
Services
Outsourced Back-Office Support
Somebody has to send the invoices, chase the receivables, pay the bills and keep the documents organized. When that somebody is the owner, growth stalls. Balance Partners takes on the recurring financial operations of the business under one responsive point of contact.
The problems we usually see
- The owner is the accounts-payable department
- Invoices go out late, so cash comes in late
- Vendor records and documents scattered across inboxes
- Deadlines tracked in someone’s head
How Balance Partners helps
We build a routine: invoicing on schedule, payables organized and queued for your approval, receivables followed up, documents filed, deadlines tracked — all coordinated with the books, payroll and taxes we already manage.
What you receive
A weekly or monthly operating rhythm, an open-item list, aging summaries for receivables and payables, and one person to ask about any of it.
Who this is for
Owner-led businesses where financial admin is crowding out real work, and companies that want back-office continuity without hiring for it.
How it works
From first call to steady rhythm.
Step 01
Fit call
Twenty minutes about your business, your setup and what’s not working.
Step 02
Written proposal
Scope, deliverables, timeline and the monthly fee — in writing.
Step 03
Guided onboarding
Access, history review and setup. You always know what’s next.
Step 04
Monthly rhythm
Deadlines tracked, work delivered, questions answered.
FAQs
Common questions
Do you make payments from our accounts?
Payment workflows are structured so approvals stay with you — we prepare and organize, you authorize.
Can we start small?
Yes — many clients begin with books plus one back-office function and expand from there.
Is this a replacement for a bookkeeper or an office manager?
It replaces the financial-admin portion of both, with CPA oversight neither usually has.
What affects pricing
Scoped to your actual situation.
Volume of invoices and bills, number of vendors and customers, reporting cadence, and how many functions we take on. See how our pricing works.
Related services: Monthly Bookkeeping & Accounting · Payroll, W-2 & 1099 Support
Ready to talk it through?
No obligation. We’ll discuss your current setup, your immediate concerns, and whether Balance Partners is the right fit.
Book a 20-Minute Fit Call →