Services Offered by Back Office by Design
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Tax Preparation Services
We provides comprehensive tax preparation services, including:
• Accurate, year‑round recordkeeping to keep your financials tax‑ready
• Monthly bank and credit card reconciliations for complete accuracy
• Organized documentation of income, expenses, and deductible items
• Customized financial reports that support informed tax planning
• Cleanup and correction of messy or outdated books before filing
• Preparation of federal, state, and local tax returns for individuals and small businesses
• Clear guidance to help you understand your tax position and avoid surprises -
1099 Preparation & Filing
We simplify your year‑end contractor reporting with:
• Collection and verification of W‑9 forms for all eligible contractors
• Preparation of 1099‑NEC and 1099‑MISC forms based on accurate financial records
• Electronic filing with the IRS and state agencies
• Distribution of contractor copies to ensure timely compliance
• Year‑round tracking to prevent last‑minute scrambling and missed deadlines -
Bookkeeping Services
Our bookkeeping services are designed to keep your business running smoothly, with:
• Accurate, up‑to‑date financial recordkeeping tailored to your operations
• Monthly reconciliation of bank, credit card, and loan accounts
• Categorization and tracking of income, expenses, and vendor activity
• Monthly or quarterly financial statements for clear visibility into performance
• Support with budgeting, cash‑flow monitoring, and financial organization
• Cleanup and catch‑up services for businesses needing a fresh start
• Ongoing support to help you stay organized, compliant, and confident in your numbers -
Virtual Administrative Support
Our virtual admin support helps you stay organized and focused on what matters most, offering:
• Email and calendar management to keep your schedule running smoothly
• Document creation, formatting, and organization for professional, polished communication
• Client onboarding assistance, including forms, follow‑ups, and information gathering
• Data entry, file management, and digital organization
• Vendor coordination and basic customer support tasks
• Administrative workflows tailored to your business needs
• Reliable, remote support that saves you time and reduces daily stress
Why Choose Back Office by Design?
Boutique, personalized service with a focus on premium quality.
Deep expertise in small business needs and rural market dynamics.
Hands-on founder involvement ensuring attention to detail and strategic insight.
Commitment to elevating your brand and operational excellence.
Let us handle your back office so you can lead your business forward with confidence and clarity. Contact us today to learn how we can tailor our services to your unique needs.