A Complete Back Office Team — Without the Overhead

Most companies in the trades industry spend 20%+ of revenue on their back office staff, admin, billing, and paperwork — and it still feels chaotic. Only 1% run at 15%. At Great To Elite, we get you below 15%, by either plugging in my team or optimizing yours.

A complete hands off back office, business operations and C-level team for your company.

Who This Is For

It’s your entire back office team that we install and run for you. Led by executive-level expertise — we either plug in our team or supercharge your current staff.

It connects every part of your business — finance, sales, marketing, operations, admin, and tech — into one predictable framework.

  • If you have staff, we lead them.
  • If you don’t, we plug in ours.

Either way, you get a leaner, smarter back office that costs less and actually works.

How We Work

Install the systems & tools to connect finance, sales, marketing, ops, admin, and tech.
Plug in our team (or lead yours) so work actually gets done.
Oversee and run it with CFO/CMO/COO/CIO leadership.

You don’t just get instructions. You get the team that makes it happen — at a fraction of the usual cost.

And you don’t need to manage it all. You get one main point of contact - your Business Operations Executive who makes things happen behind the scenes.

What It Really Is

Other consultants hand you SOPs and walk away. Software companies give you tools and expect you to figure it out.
About Banner
Back Office in a Box is different.
It’s a fully implemented operating system for your business:
  • We map your current back office and identify leaks.
  • We connect all the functions — sales, marketing, finance, ops, admin — into one workflow.
  • We set up the tools, automations, and dashboards that make it run.
  • Then we lead and oversee it — with our team, your team, or a hybrid of both.
You don’t just learn “how to.” You get the entire back office done-for-you and managed under one roof.

The 7 Core Functions Inside the Box

Finance Foundations

We install systems for job costing, invoicing, collections, and reporting so you always know which jobs make money — and cash hits your account faster.

Marketing That Fills the Schedule

We put in a marketing engine that ties directly to booked jobs, not just leads. Reviews, promos, tracking — everything geared to keep your crews working.

Sales

We build you a repeatable sales process: standardized estimates, automated follow-up, trained techs. Then we connect sales straight into scheduling and billing so no job gets lost.

Scheduling & Operations

We create your dispatch and scheduling playbook, automate reminders, and build closeout checklists so crews run smoother, customers stay happier, and profits go up.

Tech & Systems (CIO Role)

We replace your “Frankenstein stack” with one system of record: leads → jobs → invoices → cash. No more double entry. No more dropped balls.

Admin & Paperwork

We install systems for job costing, invoicing, collections, and reporting so you always know which jobs make money — and cash hits your account faster.

CFO Role (Strategic Finance)

We deliver forward-looking finance: cash forecasts, growth planning, dashboards. Not just bookkeeping, but CFO-level insight into what’s coming and where to grow.
01

Assess

We audit your back office costs and map your current process.

02

Build

We design and install the Back Office in a Box system (optimize your team, or plug in ours).

03

Run

We oversee it ongoing, with reporting that shows performance and costs — always under 15% of revenue.

What You Get

A back office team that actually works — finance, sales, marketing, ops, admin, all connected.
Tools and automations set up for you (no more duct-taped systems).
A team that runs it (yours, ours, or hybrid).
Expert leadership across CFO, CMO, COO, and CIO roles — without the salaries.
Predictable back office costs below 15% of revenue.
A back office built and run to deliver top 1% industry margins (15%+ net profit).
Freedom as the owner — you don’t have to run the team or firefight every day.

Who This Is For

Owners who feel like their office is always in chaos, and they are the one who needs to manage it all.

Businesses stuck between $500k and $10M revenue that want to scale without doubling payroll.

Anyone ready to stop running the business on sticky notes and start running on systems.

The Result -
Become The Top 1%

  • Costs cut under 15% of revenue — the benchmark of the top 1% of contractors 
  • Net profit margins lifted to 15%+ — the benchmark of the top 1% of contractors
  • Chaos replaced with a predictable system.
  • Owner time freed up to focus on growth, not admin.
  • A business that runs like a company — not a gamble.

Ready to Join the Top 1%?
We’ll give you a lift.

Most contractors stay stuck at 20%+ bloated overhead, single digit profit margins and still struggle with chaos. With Back Office in a Box, you’ll finally have the team, tools, and system to scale like the best.
Stop patching holes. Start running predictably.

Have Questions? We Have Got Answers

Is this just software or a playbook we implement ourselves?
What if I already have office staff?
What if I don’t have an office team yet?
How do you get my costs under 15%?
Does this replace my bookkeeper or accountant?
How do I know this will work in my industry?
Will I still need to manage the back office day to day?
How fast can I see results?
How is this different from hiring a franchise or big consulting firm?
What’s my role as the owner once this is running?
How much does it cost?

Build a Back Office That Runs Itself

We install the systems and run the team, so you can focus on growth.
Leaner costs, higher margins, no daily firefighting.

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Ready to Go From Great to Elite?

Whether you’re here to learn, connect, or bring us in to run your back office, Great to Elite is built for contractors who know they’re capable of more.

See How We Work →
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