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From first call to fully run.

No long procurement and no black box. Here is exactly how we take work off your plate and keep it running, and what we need from you at each step.

One board, five states

The diagram beside each step is the same diagram. It's your back office, and what changes as you scroll is how much of it's drawn, staffed, and written down.

YOUR BACK OFFICE LISTENING INTAKE REVIEW DO CLOSE REPORT TEAM WRITTEN DOWN REPORTED ON A RHYTHM

Nothing drawn yet, just listening

01 / 05 Before anything is agreed

Discovery

A short call with no pitch in it, to understand your business, your back office, and where the friction actually is.

We're working out whether there's a fit, and where we would start if there is. Plenty of these calls end with us naming the one thing to fix and nothing being sold.

YOUR BACK OFFICE MAPPED INTAKE REVIEW DO CLOSE REPORT TEAM WRITTEN DOWN REPORTED ON A RHYTHM

The tangle becomes a board with named steps

02 / 05 The part most firms skip

Map how it runs today

We map how your operations actually run: the workflows, the tools, the parts stuck in one person’s head, and where work can be delegated or automated.

This is the step that decides whether the rest of it works. Buying a template, a tool, or a hire before this is how back offices end up with three of each and the same problem.

YOUR BACK OFFICE STAFFED INTAKE REVIEW DO CLOSE REPORT TEAM WRITTEN DOWN REPORTED ON A RHYTHM

Seats attached to the board, not to you

03 / 05 People and tools, in that order

Matched team and tools

We assemble the right people and the right automation for your setup. Not a generic package, just the pieces that fit how you actually run.

Where a tool would do it better than a person, we say so, even though hours are what we sell. Where the work needs judgment, it gets a person with a backup already in the loop.

YOUR BACK OFFICE DOCUMENTED INTAKE REVIEW DO CLOSE REPORT TEAM WRITTEN DOWN REPORTED ON A RHYTHM

Written down while it's being learned

04 / 05 Taking it on

Onboarding

We document your processes, agree the standards, and take the work on without disrupting the business while we do it.

Your time goes on short, specific sessions rather than open ended meetings, and what comes out of them is written down, so the know-how ends up in your business rather than in our heads.

YOUR BACK OFFICE RUNNING INTAKE REVIEW DO CLOSE REPORT TEAM WRITTEN DOWN REPORTED ON A RHYTHM

Turning on its own, reporting on your rhythm

05 / 05 And then it's just running

Ongoing

We run it, report on a rhythm you choose, and keep improving it. One accountable partner across people, process, technology and compliance.

The measure of this stage is how little of it reaches you. You should be reading a report, not chasing an update.

What you see each month

Once we're running your back office, this is what lands on your side: the close as it happens, the bills waiting for your yes, and a short report when the books are done. The examples use a made-up business.

Month end close Example · sample data

Harbor & Pine Landscaping

September 2026 · closes business day 5

6 of 10 done

TaskWhoDayStatus
Bank feeds reconciledOperating and payroll accounts MK BD1 Done
Credit cards reconciledTwo cards, 148 lines MK BD1 Done
Payables cut offBills to Sep 30 entered MK BD2 Done
Payroll journal postedTwo runs, taxes tied out JT BD2 Done
Sales tax accruedTexas and Oklahoma JT BD3 Done
Accruals and prepaidsInsurance, fuel, equipment lease MK BD3 Done
Receipts for two card chargesHardware store $412.18, fuel $96.40 You BD4 Waiting on you
Balance sheet reconciliationsSecond person reviewing SR BD4 In review
Month over month varianceFuel up 18%, explained SR BD4 In review
Management pack sentP&L, balance sheet, cash forecast MK BD5 Due

Every reconciliation is checked by a second person before the pack goes out.

Bills to approve Example · sample data

Harbor & Pine Landscaping

Payment run for Friday, October 16

4 bills · $8,642.50

  • Green Valley Nursery

    INV-2291 · due Oct 19

    Matched to purchase order

    $3,180.00

  • Ridgeline Equipment Rental

    RR-0884 · due Oct 20

    Matched to purchase order

    $1,450.00

  • Coastal Irrigation Supply

    10442 · due Oct 21

    Price is $40 over the order

    $2,612.50

  • Summit Fleet Fuel

    September statement · due Oct 23

    Matches the card statement

    $1,400.00

We prepare the run. You approve it, and only you release the payment.

Close report Example · sample data

Harbor & Pine Landscaping

September 2026 · books closed October 7

Closed

Revenue

$186,420

Up 6% on August

Gross margin

41.2%

Down 0.8 points

Cash at month end

$92,310

Up $11,200 on August

Bills due in 30 days

$24,870

All scheduled

Worth knowing this month

  1. Fuel was up 18% on longer routes. It's already in the October forecast.
  2. Two invoices are over 60 days, $6,140 in all. Reminders went out on October 2.
  3. Sales tax for September was filed on October 9, eleven days before it was due.

Closed on business day 5 and reviewed by a second person before it reached you.

Ready to see step one?

Book a short call and we'll walk through your back office and where we would start.

Book a call

Or write to hello@pptcgroup.com

Not ready for a call?

Send us last month's close.

We reply within one business day with a written list of what we'd fix.

Email your close