Back-Office Systems
Back-office systems for solopreneurs and owner-led businesses.
Office Navigators builds, corrects, teaches, and systemizes QuickBooks Online — then supports the recurring invoicing and bill pay workflow so nothing sits waiting on you.
QuickBooks Online is where we start. Five clear paths mean you get a defined project or a defined routine, not a vague retainer.
Five paths
Pick the path that matches where your file is today.
Build It
New QuickBooks Online setup
A properly structured file from day one — chart of accounts, customers, vendors, products and services, invoice templates, and the settings most owners never get around to.
Fix It
Cleanup and correction
An existing file that drifted. We untangle miscategorized activity, duplicate records, stale balances, and unmatched transactions so the numbers can be trusted again.
Teach It
Owner training
Live, practical training on the handful of tasks you actually do — invoicing, recording payments, entering bills, and reading the reports that matter.
Systemize It
Repeatable financial routines
Weekly and monthly routines, checklists, and naming standards so your back office runs the same way every month instead of by memory.
Manage It
Defined workflow support
Ongoing invoicing and bill pay preparation inside your QuickBooks Online file, using a clear approval workflow. We prepare. You approve.
What changes
Fewer surprises. Less catching up.
- Your QuickBooks file is structured correctly instead of improvised
- Invoices go out faster and unpaid balances get routine follow-up
- Approved bills are entered and prepared before their due dates
- You know which tasks to do weekly and which to do monthly
- Your records are ready when your CPA or tax preparer asks
- You spend fewer nights catching up on back-office work
What we are not
Office Navigators provides project-based setup, cleanup, training, systems, and defined workflow support for QuickBooks Online users. We do not provide tax preparation, audits, legal advice, CPA services, payroll processing, financial advice, or general monthly bookkeeping. Clients remain responsible for business decisions, tax filings, bill approvals, payment authorization, and the completeness of information provided.
Start here
One call to find your starting point.
Tell us what your QuickBooks file looks like today and we'll tell you which path fits — Build, Fix, Teach, Systemize, or Manage.