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Services

Services, in two clear lanes

Bookkeeping is the credibility core. Digital operations is the second lane — websites, assistants, lead capture, CRM, and automation that feed and support the books.

Books & Back Office

Credibility core

Bookkeeping & Back Office

Monthly books, catch-up and cleanup, and QuickBooks Online setup—so you can make decisions without digging through a mess.

  • Monthly books. Ongoing bookkeeping so records stay current. Reconciliation scope, reporting package, and call cadence are confirmed on the free consultation.
  • Catch-up & cleanup. Bring overdue or messy books to a clean baseline. Timeline depends on backlog and access to records—scoped on the free consultation.
  • QBO setup. Configure QuickBooks Online for your workflow. Chart of accounts approach, integrations, and training are confirmed on the free consultation.

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Digital Operations

Digital lane

Websites

Clear, professional sites that pair with lead capture and follow-up—not just a pretty brochure.

  • Structure and pages. Site structure and pages focused on clarity and conversion.
  • Brand-quality bar. Alignment with a calm, professional visual system — or your existing brand guidelines.
  • Connected to ops. A site without lead capture and follow-up still drops opportunities. We can connect your site to forms, CRM, and automation.

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Digital lane

AI & Automation

On-site assistants that answer common questions, capture leads, and hand off when it matters — plus workflow automation that removes busywork, not judgment.

  • AI assistants & chatbots. Chatbot / assistant experiences for your site or workflows, with clear handoff to a human. Channels, knowledge sources, tools, and guardrails are confirmed on the free consultation—no invented prices.
  • Workflow automation. Connect the tools you already use so handoffs, reminders, and data entry don’t depend on memory. Stack and maintenance approach are confirmed on the free consultation.
  • Lead capture & CRM (often paired). Assistants and automations are most useful when they write into a real follow-up process. See lead capture and CRM pages — or start with the What Can We Automate tool.

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Digital lane

Lead Capture

Forms and flows designed to collect usable information—and route it where someone can act.

  • Capture aligned to the offer. Lead capture setup aligned with your offer and follow-up process. Tools, landing pages, and spam protection approach are confirmed on the free consultation.

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Digital lane

CRM & Follow-Up

Keep track of leads and clients—and follow up with intention instead of sticky notes.

  • CRM / follow-up systems. Systems tailored to how you sell and serve — not a tool dump. Platform, email vs SMS, and training are confirmed on the free consultation.

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Get a quoteWhat can we automate?

Not sure which lane is first?

The free consultation is for sorting that — books, digital ops, or both.

Book a Free ConsultationGet a QuoteEmail chris@yourbackofficeboss.com
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