Consulting

Make forward moves with confidence.

Adapt and Grow

Back Office Connection evaluates your operational situation and delivers a clearly documented framework for reaching your stated goals. Our solutions anticipate future challenges, supporting your efforts to adapt to changing internal and industry trends.

We partner with your team, aligning new operations with your culture and business vision.

We stay steps ahead, offering consultation on ways your firm can head off challenges and benefit from more robust operations.

  • New initiatives
  • Platform and data migration
  • Employee-to-role matching
  • Resource planning related to retirements and growth
  • Recommendations for enhancing the effectiveness of existing systems and processes
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Breadth and Depth of Experience

Back Office Connection is a team of values-driven operations experts. We’re active members of your team, ready to troubleshoot, provide answers and across-the-board support. We get tasks done efficiently and offer a broad perspective when called for.

Contact Us

We know it’s complicated! Back Office Connection applies our deep operational expertise to develop systems and processes for reaching your goals.

Complete our Contact Form to begin a conversation about solutions for your firm.

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Client Testimonials

Many clients have been with us for more than a decade. As their firms grow we anticipate what’s needed to meet their newest—and upcoming challenges.

Manager of Financial Operations

"We leverage their knowledge and experience when making process improvements at our operations. A good partner. Back Office Connection wants to build our relationship and train us. That’s extremely important for us."

Contact

425-250-7500

info@backofficeconnnection.com

Service Area

Anywhere in the U.S. including all time zones