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Back-Office Operations

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Back-Office Operations

Forensic Audit Expert Service

At Shamiequibooks, we offer end-to-end Back-Office Operations support for CPA firms and financial businesses. From data entry and document management to client communications and administrative tasks, we help you run a seamless, efficient backend — so your front-end team can stay focused on strategy and growth.

Our experienced team works as a virtual extension of yours, delivering consistent, accurate, and secure support every step of the way.

What Are Back-Office Operations?

Back-office operations include the behind-the-scenes work that supports your accounting, audit, tax, and administrative functions. Though not client-facing, they are critical to your firm’s daily operations and efficiency.

Outsourcing these tasks to Shamiequibooks means you get reliable, cost-effective support without compromising on quality, confidentiality, or turnaround time.

Our Back-Office Operations Services

Administrative Support

Let us handle the routine admin tasks — scheduling, follow-ups, calendar updates — so your team stays focused.

Client File & Document Management

We organize and maintain client files securely, ensuring easy access when you need it.

Data Handling & Entry

Our team ensures accurate and timely data entry for financial, accounting, and tax records.

Reporting & Workpaper Compilation

We prepare, organize, and deliver clean, standardized reports and supporting documents for audits or reviews.

Flexible Staffing

Whether you need full-time, part-time, or seasonal back-office help — we scale with your workload.

Software Expertise

We work with tools like QuickBooks, Xero, Microsoft Excel, Google Workspace, Practice Management Tools (Karbon, Jetpack Workflow), and more for efficient workflow handling.

Why Outsource Back-Office Operations?

  • Free up your team’s time for higher-value work
  • Improve efficiency and turnaround time
  • Reduce operational costs and overhead
  • Ensure consistent, accurate back-end processes
  • Scale your business without growing in-house staff

FAQs – Back-Office Operations

Will your team work in our systems and tools?

Yes. We work with your preferred tools and adapt to your workflow to ensure seamless collaboration.

How secure is your data handling process?

Very secure. We use encrypted systems, NDAs, and strict data protection protocols.

Can I scale the support based on my workload?

Absolutely. We offer flexible plans so you can scale up or down depending on your needs.

Do you offer white-label services for CPA firms?

Yes. We work under your brand so your clients experience seamless, branded service.

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