Bookkeeping & Back-Office Support for Small Businesses
Running a small business means keeping track of a lot more than the work you actually went into business to do.
Remote bookkeeping and back-office support for Canadian small businesses and organizations.
Back in the Box helps small businesses, sole proprietors, independent professionals, and nonprofit organizations stay on top of the bookkeeping, spreadsheets, documents, reporting, and administrative systems that keep everything running behind the scenes.
Whether you need ongoing support, help catching up, or someone to straighten out a project that has gotten away from you, the goal is simple: make the back office easier to understand, easier to manage, and easier to maintain.
Services
You do not need to fit neatly into a package. Services can be ongoing or scoped as a one-time project.
Keep your financial records current, organized, and understandable.
Support can include transaction recording and categorization, bank and credit-card reconciliations, expense organization, accounts receivable and payable tracking, and straightforward financial reports.
Behind on your books or dealing with records that have become difficult to follow?
Catch-up and cleanup work can bring bookkeeping up to date, organize supporting records, address inconsistencies, complete outstanding reconciliations, and establish a cleaner system going forward.
Starting a business comes with more administrative work than most people expect.
Get practical help with business-name registration, government and tax account setup, GST/HST registration where applicable, basic bookkeeping systems, invoice and expense tracking, digital file organization, and essential business templates.
Back in the Box provides bookkeeping and administrative support. Legal advice, tax advice, tax preparation, and assurance services are not provided.
A spreadsheet should make your work easier—not leave you wondering what you are looking at.
Services can include cleanup, formulas, trackers, data organization, duplicate identification, summaries, basic dashboards, and custom Excel or Google Sheets tools.
Create professional, reusable documents instead of rebuilding the same thing every time.
Support can include forms, checklists, trackers, Word documents, spreadsheets, internal templates, and other practical tools tailored to the way your business operates.
Sometimes the problem is not one task. It is that everything has become scattered.
Back-office organization can include digital file systems, record organization, administrative procedures, recurring-task systems, document standardization, and simple workflows.
Having data is not the same as knowing what it means.
Bookkeeping records, spreadsheets, and operational information can be turned into clear summaries, reports, and simple dashboards that make patterns easier to see. Depending on the information available, reporting may help you follow income and expenses, receivables, business activity, trends, budgets, or other measures that matter to your operation.
The goal is not to bury you in numbers. It is to make the information you already have more useful.
Flexible support
Not every business needs another employee.
Some clients need regular bookkeeping or administrative support. Others simply need someone to clean up a spreadsheet, organize several months of records, create a set of templates, or get a new business set up properly.
Back in the Box offers both ongoing support and defined one-time projects, depending on what you need.
How it works
Tell me about your business, what you need help with, what you are currently using, and what is not working.
I will clarify the scope of the work, what you will receive, expected timing, and the price before the project begins.
The work gets organized, completed, documented, or cleaned up so that you are left with something practical you can actually use.
About Back in the Box
I am Jean Richardson, and my background includes business administration, bookkeeping, spreadsheets and data analysis, nonprofit and social-service administration, and hands-on experience operating small businesses.
I have worked with the kind of administrative work that rarely arrives in perfect textbook form: incomplete records, inconsistent spreadsheets, outdated documents, competing priorities, and systems that made sense once but no longer work very well.
I enjoy taking that kind of work and turning it into something clearer and more manageable.
You should not have to spend all of your time thinking about the administrative details of your business.
I will help keep those details in the box so you have more room to think outside it.
Who I work with
Back in the Box is designed for small businesses, sole proprietors, independent professionals, and nonprofit organizations that need capable administrative support without adding another full-time position.
You do not need to arrive with everything perfectly organized.
In fact, that is often the reason to get in touch.
Need something that is not listed?
If you have a bookkeeping, spreadsheet, reporting, document, records, or back-office problem that is not listed here, tell me what you are trying to accomplish.
If it is something I can reasonably take on, I will tell you. If it is not, I will tell you that too.
Get in touch
Tell me a little about your business and what you need help with.
I will review your request and let you know whether it is a good fit, what information I would need from you, and what the next step would be.