Back Office Management Cumming, GA

Bookkeeping: full monthly bookkeeping with categorized transactions, reconciled accounts, and a clean monthly close packet. This is the foundation; everything else depends on the books being current and accurate.

Payroll: full-service payroll for employees and contractors. Tax filings handled, direct deposits processed, year-end W-2s and 1099s issued. Multi-state if needed for remote employees.

Accounts payable: bills received from your vendors, coded, routed for approval, and paid on schedule. We manage the bill.com or QuickBooks bill pay workflow so the right vendors get paid on time and the wrong ones (the duplicate, the inflated, the not-yet-due) do not.

Accounts receivable: invoices sent to your customers, payments tracked, A/R aging maintained, and collections calls placed when balances drift. Most Cumming small businesses see DSO drop by 7 to 14 days within the first quarter of a back office engagement.

Sales tax: monthly or quarterly Georgia sales tax filings (and other states if you have multi-state nexus) prepared and remitted on time. Use tax accruals tracked properly.

Vendor management: 1099 collection at year-end, W-9 management throughout the year, COI collection for construction companies, vendor file maintenance, and contract renewal reminders. The administrative grind that owners always mean to handle and never quite get to.

Reporting: monthly financial close packet, quarterly financial reviews, and any custom reporting your business needs (departmental P&Ls, KPI dashboards, lender packages, board packets).

Daily and ongoing: bills arrive, get processed, get paid. Customer payments arrive, get applied. Bank feeds get reviewed. Receipts get captured. The work happens continuously rather than in monthly batches, so things stay current.

Weekly: a brief check-in (often 15 minutes) covering anything that needs your attention. Did Customer X actually pay that disputed invoice? Should we approve the Vendor Y price increase? Is the part-time admin position still open or did you hire someone? Quick decisions, no meeting bloat.

Monthly: the formal close happens by the 10th of the following month. The close packet drops in your inbox with a one-page summary of the month, the full P&L and balance sheet, and any items that need owner attention. We schedule a 30-minute monthly review meeting to walk through the numbers if you want it; many clients prefer to read the packet themselves and ping us with questions.

Quarterly: a deeper review session (usually one hour) covering trends across the quarter, year-to-date performance versus budget, cash position, upcoming tax estimates, and any strategic decisions you are working through.

Forsyth County small businesses with $750k to $7M in annual revenue, typically 5 to 50 employees, where the owner is wearing too many hats and wants to fully delegate the back office. Common Cumming patterns: established service businesses (HVAC, plumbing, landscaping, agencies, IT services), specialty retail with a few locations, and growing professional services firms that fit our lane.

Less right for: very small solo operators (the engagement is overkill), businesses with significant industry-specific complexity that requires dedicated industry expertise (we will refer you to a specialist firm), and businesses in the middle of major change (active acquisition, bankruptcy, IRS collection enforcement) where you need a CFO or attorney rather than back office management.

Right-fit clients typically describe the result the same way: 'I forgot what the back office was even doing because it just runs.' That is the goal. The back office stops being something you think about.

Back office management is priced as a bundled monthly fee covering all the included services. For a typical Cumming small business with 5 to 15 employees, $1M to $3M revenue, and standard complexity, the monthly fee runs $2,500 to $4,500. For larger businesses with more employees, multi-state operations, or higher transaction volumes, the fee scales up to $7,500 or more per month.

The fee is fixed, not hourly, so you can budget around it. We re-scope annually as the business grows or the work mix changes. The fee includes everything except specialty add-ons (custom audit prep, complex multi-entity consolidation, major migrations) which are quoted separately.