U.S.-based account management ยท Bilingual teams
๐Ÿ“ Hacienda Heights, CA ๐Ÿ“ž (888) 554-4253 Get a free quote โ†’
Industry-trained teams

Specialized back-office teams for the industries we know best.

Generic outsourcing doesn't move the needle. Our teams come trained on the workflows, software, and compliance requirements specific to your industry โ€” so they're contributing on day one.

Healthcare

Healthcare & Medical Practices

From solo practitioners to multi-location clinics, our healthcare back-office teams keep your schedule full, your records clean, and your front desk free to care for patients. We follow HIPAA-aware processes, train on your EHR, and integrate with your existing workflows.

Practices use us to take the calls their front desk can't, process the paperwork their nurses shouldn't, and follow up on the claims their billers don't have time for โ€” without adding a single in-house hire.

Book Healthcare Consultation โ†’

What our healthcare teams handle

  • Patient appointment scheduling & reminders
  • Insurance verification & eligibility checks
  • Claims data entry & follow-up
  • EHR data entry (Epic, Athena, eClinicalWorks, Kareo)
  • Medical records requests & faxing
  • Prior authorization paperwork
  • Patient intake forms & onboarding
  • Inbound triage / after-hours overflow
Real Estate

Real Estate & Brokerages

Top agents win by spending more time with clients and less time on paperwork. Our real estate outsourcing teams act as your transaction coordinators, listing managers, and lead nurturers โ€” keeping your pipeline warm and your transactions on track from contract to close.

Book Real Estate Consultation โ†’

What our real estate teams handle

  • Lead follow-up & qualification
  • MLS listing data entry & updates
  • Transaction coordination (contract to close)
  • CRM management (Follow Up Boss, kvCORE, LionDesk)
  • Open house scheduling & follow-up
  • Property research & comps prep
  • Email & social drip campaigns
  • Showing coordination & vendor communication
Accounting

Accounting, Bookkeeping & CPA Firms

Tax season doesn't have to break your team. Our accounting outsourcing teams scale up during peak periods, handle the high-volume data entry and reconciliation work, and let your CPAs focus on advisory work that actually grows the firm.

We work in your firm's stack โ€” QuickBooks Online, Xero, ProSeries, Lacerte, UltraTax โ€” and follow your review protocols to the letter.

Book Accounting Consultation โ†’

What our accounting teams handle

  • Client bookkeeping & cleanup
  • Bank & credit card reconciliations
  • Tax document collection & organization
  • 1099 preparation & filing support
  • A/P, A/R & payroll prep for client books
  • Tax return data entry (1040, 1065, 1120)
  • Client onboarding & document requests
  • QuickBooks ProAdvisor-supervised work
E-commerce

E-commerce, Retail & Direct-to-Consumer

Selling online means a constant flow of orders, questions, returns, and product updates โ€” and most of it doesn't need a full-time hire. Our e-commerce teams handle the operational backbone so your founders can focus on growth, marketing, and product.

Book E-commerce Consultation โ†’

What our e-commerce teams handle

  • Order entry & validation
  • Customer service (email, chat, phone)
  • Returns, refunds & disputes
  • Product cataloging & uploads
  • Inventory monitoring & PO requests
  • Marketplace order management (Amazon, eBay, Walmart)
  • Review monitoring & response
  • Influencer / affiliate coordination
Startups

Startups & Technology Companies

Early-stage teams don't have time to build an ops function from scratch. Our startup-focused teams plug into your existing tools, handle the customer success, lead qualification, and operational support work โ€” and let your founders stay heads-down on product and growth.

We work async, ship daily reports, and scale with you as you raise and grow.

Book Startup Consultation โ†’

What our startup teams handle

  • Customer onboarding & support
  • SDR / lead qualification & research
  • HubSpot / Salesforce data hygiene
  • Investor data room & due diligence prep
  • Operations & vendor coordination
  • QA testing & bug triage support
  • Slack-based async ops support
  • HR & onboarding admin

Don't see your industry?

We've built specialized teams for more verticals than we can list โ€” including insurance, hospitality, fitness, education, construction, and SaaS. Book a free call and we'll tell you exactly how we'd staff for you.