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Salt Lake Back OfficeAI back office setup

Who this is for

This works well for you if

  • You sell to other businesses on terms. Wholesale accounts, catering contracts, retainers, purchase orders.
  • You have at least 15 open invoices at any given time
  • You are on QuickBooks Online
  • Somebody in your building personally chases payments, and that somebody is probably you
  • You have between 10 and 60 people and no full-time controller

The businesses this fits best

Wholesale coffee roasters, bakeries, and food producers
Caterers and event companies
Contractors and trades
Agencies, studios, and consultancies
Wholesalers and distributors
Clinics, practices, and professional services
Print shops and equipment service companies

This is not for you if

  • You are a retail or walk-in business where customers pay on the spot. There is nothing to chase and I am not going to sell you something you do not need. If you run a register and a wholesale side, we only work the wholesale side.
  • Your books are months behind. Get a bookkeeper current first. I will give you names, and I will still be here after.
  • You want somebody to hold your logins and handle it. That is not what this is and you should be suspicious of anyone offering it.
  • You are on desktop QuickBooks only.

Not sure if you fit? Ask me.

If your business is not a fit I will tell you plainly, and point you somewhere better.