What we handle
Take the admin off your plate.
Professional back-office support for owners who would rather spend their time on customers. Work by the hour or save with a monthly block.
“I spend too much time on invoicing and admin.”
“Bills and receipts pile up every month.”
“I’m always behind on following up with customers who owe me.”
Invoicing
Creating and sending invoices, so you get paid on time.
Accounts-receivable follow-up
Tracking what’s outstanding and following up with customers who haven’t paid.
Accounts-payable organization
Organizing bills, tracking due dates and preparing payment schedules. Nothing gets paid until you say so.
Receipt organization
Collecting, labeling and filing receipts, and attaching them to the right expenses.
Vendor management
Keeping vendor contacts current, requesting invoices and documents, and tracking renewals.
Customer and client records
Keeping customer details, notes and files current and easy to find.
Administrative workflows
Your recurring admin tasks, handled the same way every time with simple checklists.
Client onboarding support
Welcome packets, forms and checklists prepared, and the information you need collected from new clients.
Business document organization
Contracts, forms, policies and templates, organized and easy to find.
Digital organization
From a messy digital back office to a system that’s easy to use.
If finding a file means searching three places, we can help. We clean up your folders, set up a structure that makes sense and give you simple rules so it stays organized.
“My business files are a mess.”
“I can never find the latest version of anything.”
Google Drive and Dropbox
Business storage sorted, renamed and cleared of duplicates.
Messy folder cleanup
Old, scattered and duplicate folders brought together in one place.
Logical folder structures
A simple structure by client, vendor, year or project, whatever fits how you work.
File-naming systems
Clear naming rules, so every file is easy to find and sort.
Receipts and business documents
Receipts, statements and paperwork filed where they belong.
Shared folders
Shared folders for your team, clients or bookkeeper, with the right access.
Client and vendor files
A consistent, complete folder for every client and vendor.
Repeatable document workflows
Simple steps for saving, naming and sharing new documents, so it stays organized.
Pricing
Clear pricing, confirmed before we start.
Hourly
$50 /hour
“I just need a few hours of help.”
Pay only for the time you use. Great for occasional help and digital organization projects.
- Any back-office or digital organization task
- Tracked in 15-minute increments
5 hours a month
$240 /month
For owners who want regular help with invoicing, bills and records.
- Invoicing and payment follow-up
- Bills, receipts and vendors
- Extra time: $50/hour
10 hours a month
$450 /month
For businesses that want a steady back-office partner every month.
- Everything in 5 hours
- More room for records, onboarding and projects
- Extra time: $50/hour
Digital organization (Google Drive, Dropbox and business files) is billed at these same rates. For larger cleanups, you’ll get an estimate before we start. Monthly blocks are billed in advance, and unused hours don’t roll over.
Pricing details and what’s included
Time & tasks
- Any back-office or digital organization task
- Time tracked in 15-minute increments
- Calls, emails and meetings all count toward your hours
Monthly blocks
- Billed in advance; unused hours don’t roll over
- Extra time is $50/hour
- Month to month; cancel with 30 days’ notice
Payment
- Credit cards, ACH bank transfers and Zelle accepted
- 3% fee for cards; ACH and Zelle are free
- We never pay a bill without your approval
See every price on the pricing page.
Questions
Common questions
What’s the difference between bookkeeping and back-office support?
Bookkeeping records and reconciles your money after it moves, and gives you monthly reports. Back-office support is the hands-on work around it: sending invoices, following up on payments, organizing bills, receipts, vendors and files. We never pay a bill without your OK. Many clients start with bookkeeping and add back-office support when they want those tasks off their plate.
Can you organize our Google Drive or Dropbox?
Yes. We clean up messy folders, set up a folder structure and file-naming system that fits how you work, set up shared folders, and give you simple steps so it stays organized. It’s billed at our back-office support rates, and larger cleanups get an estimate before we start.
Do I have to share my bank password?
No. We never ask for your banking password. We connect through QuickBooks bank feeds or read-only access that you control and can turn off at any time.
Who owns my accounts?
You do. We set everything up in your own accounts, and you can remove our access at any time. For your Google Business Profile, you stay the owner and we’re added as a manager.
Is there a contract?
There’s a simple written service agreement, but no long-term commitment. Monthly plans are month to month, and you can cancel with 30 days’ notice. Catch-up projects and setups are billed separately.
Ready to take things off your plate?
Tell us a little about your business and we’ll reach out to set up your free 20-minute call.
- No cost and no obligation
- We reply within one business day
- We never share your information
- Clear pricing, confirmed in writing before we start
Call: 941-529-1737 · Email: info@nikkibree.com