Service
Run the back office while the founder runs the business.
A fractional back-office practice that handles the operational work most small business owners do not have the time, the staff, or the appetite to do. Bookkeeping, HR, phone answering, supplier diversity certifications, and proposal support. Bundled monthly with a strategic consulting layer that treats the founder as the most important asset.
Tell us where the work is hardMost founder-led businesses hit the same wall. The work is selling well, the team is forming, and the operational layer is breaking quietly underneath. Bookkeeping is two months behind. The handbook does not exist. Calls are going to voicemail at 4:15. A government RFP comes in and there is no certification, no proposal, and no time to chase it. The founder spends Sunday catching up on payroll instead of resting.
EquitiFy Ops removes that work from the founder. We staff the back office with a coordinated team and run the operational rhythms on a published cadence. The founder gets one point of contact, one monthly review, and a system that runs whether they are in the room or not.
Who this is for
You are building something real with one set of hands. The bookkeeping, the receptionist, the certifications, and the bids are all yours. They are also all behind. You need a back office that lets you serve clients without giving up your evenings.
You are past survival mode. Revenue is in the $500K to $5M range, you are hiring, and the back office is held together by spreadsheets and a part-time bookkeeper. You need a layer that scales with you, not against you.
You qualify for certifications you have not pursued. You have seen the contracts go to less qualified competitors who had the paperwork in order. You need a partner who runs the certification, identifies the bids, and writes the proposals while you keep delivering the work.
What you get
How we work
Diagnose, Design, Install, Sustain. Every phase carries a commitment from the framework, so the method is the same standard we hold ourselves to.
In the first two weeks we map the current state of the back office across five pillars. We collect access, audit what is in place, and write a punch list of what is broken, missing, or at risk.
We design the engagement to the right tier and assemble the delivery team. Bookkeeper, HR support, receptionist, and certification specialist all get a written brief on your business before any of them touch your work.
We install the operating rhythm. Books closed by the 10th of the following month. Payroll on its schedule. Calls answered. Handbook signed by every employee. By Day 30 the back office is running on a published cadence.
We sustain the system on a monthly cadence with a fixed business review. Every quarter we step back and look at whether the operating layer is supporting the strategy you are running.
Two illustrative engagements
Composite scenarios assembled from EquitiFy practice patterns. Names, sectors, and exact metrics have been altered to protect client confidentiality.
Why EquitiFy
This work is built on more than twenty years of practice with Fortune 500s, state agencies, and growth-stage operators, and it runs on CHAMPS®, the operating standard at the center of everything we do. The framework is what makes a single engagement a system rather than an event.
EquitiFy is a certified firm, recognized by the CPUC Supplier Clearinghouse, NMSDC, the California Department of General Services, and Caltrans. That matters when the buyer is a public agency or a procurement office that needs a partner who can clear the bar.
Questions
Three tiers. Starter is $500 setup and $650 per month for solo operators and businesses under $500K in revenue. Growth is $2,000 setup and $2,400 per month for $500K to $5M businesses. Scale is $4,500 setup and $6,500 per month for $5M to $25M. We publish our pricing because you deserve to know what you are buying before a sales call.
Coordination. You get one account manager who runs the bookkeeper, the HR support, the receptionist, and the certification work as one team. You do not have to be the project manager for your own back office. You also get the strategic consulting layer that ties the operating work back to the decisions only you can make.
All tiers are month-to-month by default. We offer a 5% discount for annual prepayment and an Earn-In option that waives the setup fee in exchange for a 12-month commitment. Both are available, not required.
We have two accessible pricing tracks. Pay as You Grow ties the monthly fee to 2 to 3 percent of gross revenue, verified quarterly. The Grant-Funded Track partners with Women's Business Centers, MBDA Business Centers, and CDFI partners to subsidize eligible clients. Ask on the fit call.
We keep your books clean and hand off to a tax preparer at year end. We do not file your taxes directly. If you do not have a CPA we will recommend one.
Federal certifications (WOSB, EDWOSB, 8(a), HUBZone, SDVOSB) are free to apply for and included in Growth and Scale tiers. Private certifications (WBENC, NMSDC) have annual fees that pass through to the client at cost. We handle the application, the documentation, and the renewal cycle.
Yes. We can either integrate with your existing providers or replace them. Most clients find that consolidating into one team removes coordination overhead and lowers total spend.
Most engagements begin with a 90-day read. We listen, observe, and produce a written view of where the organization stands and what we would do next. From there you decide.
