THE RECORDS · BRIGHTBREE BACK OFFICE
From receipt organization and monthly reporting to preparing records for a funding conversation, get support that fits where your business is today.
WHAT WE CAN HELP WITH
We agree on deliverables, responsibilities, timing and pricing before work begins.
BOOKKEEPING PLANS
Scope and price are confirmed
before the relevant work begins.
EXPENSE ORGANIZATION
$129 / month
For businesses that want help reviewing and organizing expense records throughout the year.
Submitted records only. Income tracking and bank reconciliation are not included.
Discuss this plan ↗MONTHLY BOOKKEEPING
Starting at$349 / month
Regular bookkeeping for a fuller picture of your business.
Final price depends on quality and complexity. Matched receipts and bank entries count once.
Discuss this plan ↗HISTORICAL CATCH-UP
Custom quote
For a few months of paperwork or several years of records.
Assessment fee, deposit and project price are agreed before the relevant work begins.
Discuss your records ↗Setup and prior-year cleanup are quoted separately. Tax-return preparation, payroll, bill payment and sales tax work are not included. Higher-volume or complex businesses receive a tailored quote.
ADMIN · READINESS · COORDINATION
Administrative support has defined monthly hour plans. Recordkeeping preparation and transaction coordination are quoted by agreed tasks, volume, deadlines and support needs.
EXPERIENCE BEHIND THE SERVICE
More than three decades of settlement accounting experience in merchant services inform our focus on accuracy, reconciliation and consistent processes.
Bookkeeping and record organization come with a defined scope, clear communication and reporting tailored to your business.
Continuing professional development: Intuit certification is in progress.
PREPARING YOUR RECORDS FOR A FUNDING CONVERSATION
Preparation begins with the actual document list requested by your provider. Your business owner reviews the records and the final package.
Discuss record preparation ↗Review the provider’s checklist, requested reporting periods and your preparation priorities.
Bring together the existing bookkeeping reports, business records and statements requested for your file.
Track outstanding documents, questions and follow-up responsibilities in one checklist.
Organize the package for the owner’s review and record the agreed handoff and remaining open items.
A CLEAR SERVICE SCOPE
This service focuses on organizing existing records and requested documents. Funding advice, applications, placement and decisions are outside the Back Office service.
BrightBree Capital is the planned future brokerage division. BrightBree Back Office does not offer brokerage services or accept loan applications.