Outsourced Financial Services. In-House Efficiency.

What We Do

Our clients tell us they chose Complete Back office because:

  • They are tired of late nights and being stressed out about finances and paperwork
  • They can’t afford to add back office staff
  • They’re not efficient at back office tasks
  • They’re not satisfied with their current provider (bookkeeper accountant, mother-in-law or other family member)
  • They want timely, meaningful information to help their operations thrive

Financial System Set Up
and Redesign

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Your systems and reporting processes will fit your company’s needs. Untimely and unclear reports that don’t make sense will be a thing of the past.

Financial Reporting
and Analytics

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You will manage your operation with confidence supported by our timely, meaningful, and transparent financial reports with critical insights and highlights.

Monthly Account
Reconciliation

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You will have no surprises and a smooth hand-off to your tax preparer well before tax day.

Client Invoicing and
Collections

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Your funds from clients will be deposited into your account more quickly through our timely invoicing and collections processes.

Review of Vendor Bills
and Bill Payments

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You will have peace of mind knowing that you have a second set of eyes reviewing your bills for accuracy and erroneous or fraudulent charges. You will receive the best vendor pricing based on your excellent payment history.

Financial Discovery
Retreat

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Supported by our experienced staff and leadership team, you will delve into your current accounting system to uncover its strengths and weaknesses, review your financial system goals, and create a roadmap to achieve your objectives.

Who is Complete Back Office and how are we different?

  • A provider of bookkeeping, accounting, payroll, and other back office services for small businesses and non-profits (some individuals too)
  • With CBO, you get bookkeeping to CFO-services at one affordable rate
  • Our rates are surprisingly affordable
  • We make the transition easy
  • We are known for our extensive general/entrepreneurial business experience; therefore we look at the big picture (not just balancing accounts and looking at numbers)
  • We are people, not an 800 number or group email – feel free to call or text us
  • We ask questions when things don’t look right (a second pair of eyes)
  • We watch and protect your finances as we would our own
  • We summarize financials in easy-to-ready statements showing trends, areas for improvement, comparisons to prior periods/years