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    EquitiFy Ops. Fractional Back-Office for Founder-Led Businesses

    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.

    Most 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

    Three places this work earns its keep.

    The solo healthcare or service operator

    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.

    The growing founder-led firm

    You are past survival mode. Revenue is in the $250K 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.

    The mid-market business pursuing supplier diversity contracts

    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

    The deliverables, named.

    • A monthly closed set of books in QuickBooks Online with a profit and loss review.
    • Payroll processed on schedule, with year-end filings handled.
    • A handbook, onboarding pack, and HR compliance review tuned to your state and headcount.
    • Phone answering with a written intake protocol, so no call is missed and every lead is captured.
    • Supplier diversity certifications obtained and maintained, with a tracked pipeline of qualifying bids.
    • Proposal support on a defined cadence, with written responses ready before deadline.
    • A monthly business review with the founder, run on a fixed agenda that ties operating numbers back to strategic decisions.

    How we work

    Four phases. Mapped to CHAMPS®.

    Diagnose, Design, Install, Sustain. Every phase carries a commitment from the framework, so the method is the same standard we hold ourselves to.

    Phase 1

    Diagnose

    CHAMPS® commitment: Clarity

    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.

    Phase 2

    Design

    CHAMPS® commitment: Honesty

    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.

    Phase 3

    Install

    CHAMPS® commitment: Mastery

    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.

    Phase 4

    Sustain

    CHAMPS® commitment: Sustainability

    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.

    Pricing

    Three tiers. One checkout. Pick the cadence that works.

    First payment includes a one-time setup. Recurring runs at the listed monthly or yearly rate. Yearly is offered at a small discount to monthly twelve.

    Starter

    Starter

    $495per month

    First payment adds $350 setup, then $495 per month.

    • Bookkeeping kept current
    • AP and AR oversight
    • Monthly close and clean books
    • Flex-KPI dashboard
    • Quarterly review with the partner

    Starter revenue band

    Growth

    Growth

    $2,400per month

    First payment adds $2,000 setup, then $2,400 per month.

    • Partner-led monthly close
    • CFO Lite advisory cadence
    • Vendor and contractor management
    • Cash forecast and budget reviews
    • Board-ready reporting on request
    • For businesses $250K to $5M

    Scale

    Scale

    $6,500per month

    First payment adds $4,500 setup, then $6,500 per month.

    • Controller-level oversight
    • Audit-ready close and documentation
    • Board-ready monthly reporting
    • Strategic finance partnership
    • Multi-entity and complex revenue
    • For businesses $5M to $25M

    Accessibility tracks

    Built for owners under $175K who still need real back office help.

    Pay as You Grow uses a lighter cadence with the same partner. Earn-In waives the setup fee in exchange for a twelve month commitment. Grant-funded slots are reserved each cohort. Pricing reflects our commitment to small operators without compromising margin or quality.

    Under $60K

    $200 per month

    Lighter cadence. Books kept clean. Quarterly checkpoint.

    Subscribe

    $60K to $100K

    $295 per month

    Same standard. Phase in toward Starter when ready.

    Subscribe

    $100K to $175K

    $395 per month

    Bridge to Starter without losing the partner relationship.

    Subscribe

    Earn-In

    Setup fee waived in exchange for a twelve month commitment. Early exit carries a $990 fee that recovers the waived investment. Talk to the partner to start.

    Apply for Earn-In

    Grant-Funded Track

    Up to twenty percent of each Starter cohort is reserved for grant-funded seats. Limited availability. Apply through the partner.

    Apply for grant track

    Honest margin note. Starter operates at twenty two to thirty four percent margin. Growth operates at roughly forty two percent partner-led. Scale operates at fifty five to sixty percent partner-led. Prices are set so the work stays good and the firm stays healthy.

    Two illustrative engagements

    What this looks like in practice.

    Composite scenarios assembled from EquitiFy practice patterns. Names, sectors, and exact metrics have been altered to protect client confidentiality.

    Questions

    What buyers ask before they call.

    What does this cost?

    Three tiers. Starter is $350 setup and starts at $495 per month for solo operators and businesses under $250K in revenue, banded to $545 and $595 as revenue grows. Growth is $2,000 setup and $2,400 per month for $250K to $5M businesses. Scale is $4,500 setup and $6,500 per month for $5M to $25M. Below those numbers we have three access tracks that can bring the entry point as low as $200 a month. We publish our pricing because you deserve to know what you are buying before a sales call.

    How is this different from hiring a bookkeeper and a virtual assistant?

    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.

    Is there a long-term commitment?

    All tiers are month-to-month by default. We offer a 5% discount for annual prepayment and an Earn-In option that waives the $350 setup fee in exchange for a 12-month commitment at Starter. Both are available, not required.

    What if my business cannot afford the monthly rate yet?

    We have three access tracks. Earn-In waives the setup fee in exchange for a 12-month commitment, bringing your first month to $495. Pay as You Grow ties the monthly fee to a percentage of verified revenue, starting at $200 per month for businesses under $60K a year. The Grant-Funded Track partners with Women's Business Centers, MBDA Business Centers, and CDFI partners to cover eligible clients in full or with a small co-pay. Ask on the fit call which track fits your situation.

    Do you handle taxes?

    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.

    Which supplier diversity certifications do you handle?

    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.

    Can I keep my current bookkeeper or receptionist?

    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.

    Not sure which tier fits.

    Most owners want a quick read on what their books need before they commit. Book a call. We confirm the tier, walk you through what the first ninety days look like, and only then do you pay setup.