Back Office
US‑BASED BOOKKEEPERS Software + a human, for one flat price

Bookkeeping with
a real person.

Back Office gives every customer a dedicated US-based bookkeeper — one named contact who knows your business, backed by a team in case they're out. Software handles the busywork. They handle the judgment.

First close in 30 days * One dedicated contact $399 / month, flat
* Average across active customers. Clean data and timely answers required — see the fine print on the How it works page.
A bookkeeper helping a customer by phone
BM
Beatrice Maddox Online
Your bookkeeper · San Antonio, TX · since Feb 2024
Replies in under an hour via Intercom
Trusted by small businesses
placeholder 4,000+ businesses · 10 years closing books
NORTHSTAR
Ridgeline
Forge & Co
Hilltop
Brindle
Westwind
Acre
Capstone
30 days*
to your first closed month
* average · clean data & timely answers
4,000+
small businesses on the books
needs data
< 1 hr
average bookkeeper response time
needs data
10 yrs
closing books the right way
A bookkeeper meeting with a small business owner
US-based, every one
San Antonio, TX
Comped on your retention
Not on volume
Your bookkeeper

One person who answers,
and a team behind them.

Most bookkeeping services route you through a ticket queue. We don't. You get a named US-based bookkeeper, in business hours, on their phone, email, or chat. They learn your business once and stay with it — and on the rare day they're out, a teammate who knows your account picks up.

One named contact, plus a team
A real bookkeeper, picked for your business and introduced by name. A teammate who knows your account covers when they're out — you'll never start over with a stranger.
Reach them through Intercom
Phone, email, or in-app chat in Back Office — powered by Intercom + Fin so messages route to the same person every time. Average response under an hour during business days.
US-based, full-time, salaried
No offshore handoffs at 5pm. Compensation tied to your retention, not their throughput.
Technology behind them, not in front of them
The software does the data work so your bookkeeper can spend their time on the judgment calls — the wire that could be taxes or a loan, the Zelle that needs context.
"I work with Beatrice. I like Beatrice. I only want to work with Beatrice."
— the kind of review we're trying to earn · needs real quote
The platform

Three things you'll
care about. That's it.

Most accounting tools ask you to live in them. Back Office is the opposite — you log in to see your bookkeeper, answer the few questions that need you, and look at the shape of your business. The rest is being handled.

ZONE 01
Your bookkeeper
One person, one chat thread. Reach them by phone, email, or in-app messenger (powered by Intercom).
BM
Beatrice Maddox
Your bookkeeper · typically replies in < 1 hr
This morning
via Intercom
Beatrice: Quick one — that $4,200 Square deposit on Tue, was that the Ridgeline job or the Hilltop one? Catching it up for March close.
you replied 14 min later · resolved
ZONE 02
Your to-dos
The handful of things that need a human. Resolve them anywhere — Back Office, text, or Slack.
Confirm vendor for $1,200 Zelle (Apr 11)
from Beatrice · 2h ago
Upload receipt for Home Depot · $384.02
from Auto-flagged · 1d ago
Tax category for $15,000 wire (Apr 4)
from Beatrice · 2d ago
Approve March close
from Beatrice · 3d ago
We text you when something new lands here. No need to check.
ZONE 03
Your financial health
Cash, profit, and the trend. Plain English, refreshed daily — and a P&L you can actually trust.
Cash on hand
$248k
+13%
Net income · Mar
$38,420
+18%
Net income · 8 mo trending up
March was your best month in 11. Revenue up 22% over Feb; biggest driver was the Ridgeline job invoice.
P&L Balance sheet Cash flow By job
You don't have to log in. Your bookkeeper texts when something needs you. The platform is here when you want a number — not as a daily chore.
Inside Back Office

The software your bookkeeper uses,
that you can see too.

One workspace for both sides of the relationship. Your bookkeeper categorizes, reconciles, and closes. You see what they're doing, what needs you, and what your business actually looks like — in plain English.

app.backoffice.com/review
Back Office Review hub — transactions that need human review
12 transactions need your eyes
AI surfaces only the ones that need judgment.
Suggested vendor with confidence
Your bookkeeper confirms or reassigns.
Every transaction, every status
Matched · AI categorized · Needs review.
4 accounts connected
Chase, Brex, Amex, Stripe — all in one ledger.
app.backoffice.com/transactions
Back Office Transactions table — categorized, matched, status-tagged
This is a real screenshot. More of the product — Dashboard, Reports, Month-end close — available in the live demo with your bookkeeper.
The category problem

Not another AI
bookkeeping company.

The market is filling with DIY-AI tools. They will categorize your transactions — and leave the rest to you. We chose the other side of that trade: a real person handles your books, and software handles theirs.

The AI-only bookkeeper

Software, alone.

DIY chat, no one to call, categorize-it-yourself.
A chatbot for questions
AI categorizes the transactions it's confident about — you sort the rest
A support email. No one in particular.
A dashboard nobody asked for
"AI-powered" plastered on every page
Cheaper by the seat — until you need an answer
Back Office

Software, behind a person.

A named US-based bookkeeper. Technology is just how we keep up.
A named bookkeeper, same one every month
They handle the categorization. You only see what genuinely needs you.
Their cell, their email, their Slack — pick one.
A dashboard you'll actually look at — when you want a number
Tech in the back room, not the headline
$399/mo flat, dedicated person included
How it works

Three steps to your
first closed month.

Connect your accounts, get matched with a US-based bookkeeper, and the first close lands inside 30 days*. You don't become a bookkeeper. You stay the operator.

01
Day 1 · 15 minutes
Connect — or migrate from QBO

Connect — or migrate from QBO

Coming from QuickBooks? We pull your chart of accounts, vendors, and trailing history. Starting fresh? Link your bank, cards, payroll, and Stripe via Plaid. No CSV cleanup either way.

qb
Migrating from QuickBooks? We do it for you in onboarding — no export, no reformat.
02
Day 1 · same day
Meet your bookkeeper

Meet your bookkeeper

A named, US-based bookkeeper introduces themselves by name. They learn your business, your accounts, and your edge cases — once.

03
By day 30 · clean P&L
First close in 30 days*

First close in 30 days*

They close the first month, hand you a clean P&L, balance sheet, and cash flow — and tell you what they saw. Then it's monthly, like clockwork.

About the 30-day promise. The 30 days counts from the moment your accounts are connected and you've answered the onboarding questions. If we need to catch up months of prior bookkeeping, or we're waiting on you for context, that time doesn't count — and we'll tell you up front during onboarding what to expect.
Customers

People stay because of the person.

Ten years of running books for small businesses. The thing that keeps coming up in reviews isn't the software — it's who picks up the phone.

4.8 / 5 · verify count
4,000+
customers · 10 yrs
Customer reviews illustration
“The first month they caught $11k of missed invoicing I'd been losing. By month three I'd stopped checking the books at all — I just open the email on the third when Beatrice sends it.”
MK
Maria K.
Owner · Brindle Bakery (Austin, TX)
“I have her cell. I've used it twice. Both times she answered. That's the bar.”
TR
Tom R.
GC · Forge & Co
“We came off Bench and we tried Pilot. Both of them just send you to a queue. This one is a person. Big difference.”
PS
Priya S.
Founder · Northstar Logistics
“The honest review: I don't care that it's AI. I care that the books are clean by the 5th and that when I call Beatrice she remembers who I am. Both are true.”
DB
Devon B.
Owner · Ridgeline Pool Co.
placeholder quotes — real customer reviews go here once Guller and Jeff finalize the cut.
Pricing

One price. A real bookkeeper included.

No seat fees. No transaction limits. No tiers gating features you'll need by month two. The dedicated bookkeeper is in the base price, not an add-on.

Back Office
$399
/ month
Flat. Includes the dedicated bookkeeper. Annual discount available.
Free 30-day pilot · Month-to-month after · Cancel anytime
Bookkeeping at this price, with a real person you actually talk to, isn't the standard offer in this category. That's the bet.
— Pat M., investor · Rackspace
Everything included
A dedicated US-based bookkeeper
Cell, text, email, and in-app chat
Monthly close, first one within 30 days*
Clean P&L, balance sheet, and cash flow
Bank, card, payroll, and Stripe connections
Receipt matching and categorization, handled
Real-time dashboard of your financial health
Tax-ready books and CPA-ready exports
Unlimited users, unlimited accounts
*Catch-up bookkeeping (months of prior data) priced separately during onboarding so the 30-day clock starts clean. We'll tell you the number before you commit.

Bookkeeping that
answers when you call.

A 20-minute call with someone who actually closes books. If Back Office is right for your business, they'll tell you. If it's not, they'll tell you that too.

A bookkeeper and a customer talking