Services
Back-office services for small business owners.
Six back-office services covering the documents, records, and renewals most small businesses can't afford to lose track of — plus three QuickBooks-based plans for invoice follow-up and vendor bill tracking.
Back-Office Services
Documents, records, renewals, and CPA-ready handoff.
Business Back-Office Cleanup
A one-time reset for messy business documents, digital files, paper records, and administrative processes.
Best for
Owners with messy business documents, mixed paper and digital files, and no consistent filing system.
See the CleanupWhat's included
- Document intake and review
- Digital folder structure setup
- Up to 150 documents organized
- Business document inventory
- Renewal and expiration tracker
- Missing document checklist
- CPA/bookkeeper-ready folder setup
- Final walkthrough
Monthly Back-Office Support
Ongoing support to keep business documents organized, filed, tracked, and ready when needed.
Best for
Owners who want their back-office documents kept current month-to-month without doing it themselves.
See Monthly PlanWhat's included
- Monthly document filing
- Receipt and statement organization
- Renewal tracker updates
- Missing document report
- CPA/bookkeeper packet support
- One monthly check-in
CPA-Ready Business Tax Packet
Receipt, statement, tax document, and expense record organization before records go to the CPA or bookkeeper.
Best for
Owners preparing records for a CPA, bookkeeper, or accountant who want a clean, organized packet.
Book a CallWhat's included
- Receipt and expense organization
- Bank and credit card statement grouping
- 1099 and W-9 collection support
- Income and expense summary
- Tax document checklist
- Packet handoff to your CPA or bookkeeper
Business Compliance Hub
A central system for licenses, permits, insurance certificates, contracts, renewal dates, and critical business records.
Best for
Owners juggling licenses, permits, insurance certificates, and renewal dates across multiple agencies and providers.
Book a CallWhat's included
- License and permit inventory
- Insurance certificate tracking
- Contract and agreement filing
- Renewal date calendar
- Expiration alerts setup
- Critical record backup structure
Employee Document Support
Organized onboarding paperwork, employee files, acknowledgments, I-9/W-4 document tracking, and confidential file structure.
Best for
Small employers who need organized employee files, onboarding paperwork, and confidential file structure.
Book a CallWhat's included
- Onboarding paperwork organization
- Employee file structure
- Policy acknowledgment tracking
- I-9 and W-4 document tracking
- Confidential file separation
- Termination file checklist
Administrative organization only. Not HR, payroll, or employment law advice.
Vendor & Contractor Document Tracker
Track W-9s, contracts, insurance certificates, renewal dates, contact records, and vendor paperwork.
Best for
Owners working with vendors, subcontractors, or 1099 contractors who need current W-9s, COIs, and contract records.
Book a CallWhat's included
- Vendor and contractor inventory
- W-9 collection and tracking
- Certificate of insurance tracking
- Contract and agreement filing
- Renewal date tracking
- Vendor contact records
Invoice Follow-Up & Bill Tracking · QuickBooks Online
Three monthly plans inside your QuickBooks.
For owners who manage their own books and want help keeping invoice and bill activity from slipping through the cracks. We work inside your QuickBooks Online account as an invited user. You stay in control of the money.
Invoice Follow-Up Support
$275 / month
Track unpaid invoices inside QuickBooks Online and send approved follow-up reminders so you stop chasing customers yourself.
Best for
Solo operators with customers who pay late and need consistent, professional follow-up.
Book a CallWhat's included
- Up to 20 open invoices per month
- Invoice creation or monitoring in QuickBooks
- Tracking of unpaid and overdue invoices
- Approved follow-up reminder emails
- Status updates as invoices are paid
- Monthly summary of paid and open invoices
Bill Due-Date Tracking
$175 / month
Track vendor bills and due dates inside QuickBooks Online. Get alerts before bills are due so nothing gets paid late by accident.
Best for
Owners who pay their own vendors but keep getting surprised by bills that are already past due.
Book a CallWhat's included
- Up to 20 vendor bills per month
- Vendor bill tracking inside QuickBooks
- Due-date alerts before bills are late
- Status updates based on your confirmation
- Organized bill records inside QuickBooks
- Monthly summary of paid and upcoming bills
Invoice Follow-Up & Bill Tracking
$375 / month
The combined plan. Everything from Invoice Follow-Up Support and Bill Due-Date Tracking in one monthly engagement.
Best for
Owners who want one partner handling both sides — money coming in and money going out — without giving up control of payments.
Book a CallWhat's included
- Up to 35 combined invoices and bills per month
- Invoice tracking and approved follow-up
- Vendor bill tracking and due-date alerts
- Status updates as items are paid
- Organized invoice and bill records inside QuickBooks
- Monthly summary covering both sides
Additional volume: $5 per item or quoted separately. QuickBooks Online subscription required.
Our role: Office Navigators provides administrative and document organization support, plus invoice follow-up and bill tracking inside client-owned QuickBooks Online accounts. We do not access bank accounts, move funds, approve expenses, make vendor payments, or provide legal, tax, financial, payroll, insurance, HR, or full bookkeeping advice.