BRIGHTBREE BACK OFFICE
Bookkeeping, administrative support, real estate transaction coordination and business systems—organized around the way you work.
Part of the BrightBree family
HOW WE CAN HELP
Start with what you need today.
Build the support around your business.
Consistent records, reconciliation and reporting, with catch-up support when the paperwork has piled up.
Practical help with the recurring tasks and follow-through that take time away from running your business.
Administrative coordination from an accepted file through completion: documents, important dates, follow-up and an organized handoff.
Practical help choosing and setting up payment, invoicing, call-handling and office tools.
A CLEAR START
Clear responsibilities at every stage of the engagement.
A free consultation about your business, current records, priorities and the help you need.
Confirm deliverables, responsibilities, price, timing and review points before work begins.
Receive instructions for agreed account access and secure document return. Keep passwords out of email.
Review updates and deliverables on your agreed schedule, with clear next actions and a final handoff.
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.
START WITH WHAT YOU HAVE
Bring your questions.
We’ll help identify the next step.
Use these existing guides to prepare your records. Some downloadable documents retain legacy branding during the transition.
Business expense gathering guide PDF ↗Client starter checklist PDF ↗All existing forms and review drafts Resources ↗Forms do not submit automatically. The existing service agreement is a review-only draft.
A FEW HELPFUL ANSWERS
Yes. Administrative support, preparation and coordination can be scoped separately. We agree on the responsibilities, price and deliverables for the service you need.
Funding-readiness preparation is part of Bookkeeping & Recordkeeping. Back Office organizes existing records and requested documents. BrightBree Capital is the planned future brokerage division. BrightBree Back Office does not offer brokerage services, place funding or accept loan applications.
Existing clients can continue using their current portal credentials. Your existing account, documents and reports remain available through the client portal.
Open the client portal ↗Website and dashboard projects belong with BrightBree Studio.
Explore BrightBree Studio ↗ONE CONVERSATION TO START
Choose the support you’re interested in and create a simple discussion brief.
Email hello@brightbreeoffice.com ↗
Prepare a brief on your device, then email it to us to start the conversation. No information is sent until you send the email. Please leave out account numbers and private documents.