Creating a Back Office Support Playbook

Process Touch Screen Showing Workflow Design

How to develop procedures every client can follow.

By Penny Breslin
It’s Not Just the Numbers

As back office support, you assist your clients in making timely and accurate business decisions. In the past, you worked on hourly billing doing compliance management. Everything was about time.

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When you did work for a client, you may have billed out an $18-per-hour employee at a rate of $60 per hour. When your employee took the time to call the client for the documents, walked down the hall to ask someone how they had previously handled a transaction, then waited for a document to show up with nothing to do until it showed up – all of this time was billed hourly.