How well does your back office run?
Ten questions. Two minutes. Answer honestly and get an instant score, with the gaps worth closing first.
Every client or customer engagement is covered by a signed, written agreement.
Invoices go out within two business days of completed work.
Any contract, invoice or certificate can be found in under five minutes.
License, insurance and permit renewals are tracked on a calendar with reminders.
Accounts receivable are reviewed at least weekly.
Business and personal finances are fully separated.
Annual reports and state business filings are current.
You know which of your tasks legally require a licensed professional.
Vendors and contractors are verified before you hire them.
Someone other than you could run the back office for a week.
Let's put it in writing.
Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.