Explore Our Services

Sideways Systems LLC

Your back office.
Built and running.

Finance, operations, and technology services for businesses doing $500K to $10M that cannot afford full-time back office staff but cannot afford to operate without one.

Service area Massachusetts & Rhode Island

Delivery Remote-first

LAUNCHING NOVEMBER 2026

What We Do

Three pillars. One back office.

We build the system, run the process, and keep the numbers honest every month. You run the business.

Growing businesses cannot afford full-time back office staff. They cannot afford to operate without one. Sideways Systems is built for exactly that gap.

PILLAR 01

FINANCE

Automated accounting, monthly close oversight, visual financial reporting, budgeting and forecasting, and CFO-level advisory on every engagement.

Not included: Tax preparation, securities advice, or CPA work of any kind.

02

OPERATIONS

AP/AR process design and execution, workflow documentation, vendor management, and the operational infrastructure that runs without the owner's constant involvement.

Not included: HR management, employment law, or executive operations leadership.

Course 03

TECHNOLOGY

Financial systems integration, automation workflows, AI-powered reporting, and back office dashboard builds with Microsoft Excel and Dynamics 365 integration.

Not included: IT support, hardware, network management, or software development.

THE DIFFERENTIATOR

The back office dashboard.

A live operational view of your business, built in Notion and Claude Code, updated automatically from your accounting system every month.

What it shows you

Cash position and weekly trend. Revenue vs budget. Labor cost as a percentage of revenue. AP and AR aging. Key operational metrics by industry. Monthly close status. All in one view, updated automatically, no login required.

Notion + Claude CodeMicrosoft Excel integrationMicrosoft Dynamics 365QBO / Xero data syncAutomated via MakeNo new platform to learn

For clients in the Microsoft 365 ecosystem, the dashboard feeds directly into Excel and Dynamics 365 so you see your numbers in the tools you already use. No new platform. No adoption barrier.

HOW IT WORKS (SIX STEPS TO RUNNING A BACK OFFICE)

Every engagement follows the same path. No surprises.

  • Discovery Assessment

    A 90-minute paid review of your current financial setup. You receive a clear picture of what the system would look like and what it would cost before committing to anything.

    $300 — applied to setup fee

  • Engagement Letter

    Scope, pricing, and terms confirmed in writing. 50% of the setup fee collected. Nothing begins until everything is agreed on paper.

    No additional cost

  • System Setup

    Account integration, QBO or Xero configuration, automation builds, back office dashboard setup, and Microsoft integration if applicable. Two to four weeks depending on complexity.

    Setup fee

  • Handoff and Training

    Your AP person (or ours on Full Service) trained on the weekly transaction match. System tested and confirmed live. Dashboard deployed.

    Included in setup fee

  • Monthly Retainer Begins

    Ongoing oversight, visual monthly report, back office dashboard live, weekly check-in call, and CFO advisory available on every engagement.

    Monthly retainer rate

  • Clean, organized books delivered to your vetted CPA at year end. No scramble. No surprises. No calling us to explain what happened in March.

    No additional cost

Service Tracks

All tracks start with a Discovery Assessment. The difference is who handles execution.

Track 1

System Only

We build and oversee the back office. You provide the internal AP person who handles execution under the system.

  • Full back office system setup and integration

  • QBO or Xero configuration and automation

  • Back office dashboard deployed

  • Monthly close oversight and exception review

  • Visual monthly financial report

  • Weekly 30-minute check-in

  • CFO-level advisory

  • Year-end CPA handoff

Track 2

Full Service

Everything in System Only, plus we provide a dedicated part-time AP contractor who handles execution. Fully outsourced back office.

  • Everything in System Only

  • Dedicated AP contractor on your account

  • Transaction matching and vendor payments handled

  • Check runs and data entry managed

  • AP hours scaled to your revenue

  • 5 hrs of AP per $1M in annual revenue

  • You focus on the business

  • We handle the back office

Pricing

Scaled to your revenue.

Approximately 1.5–2% of gross annual revenue. Every engagement begins with a $300 Discovery Assessment that applies toward your setup fee.

SCOPE CLARITY

What is not included.

Knowing the lane is how we keep the trust. These belong to other professionals and are referred accordingly.

Tax preparation or filing

We refer every client to a vetted CPA. Clean books delivered at year end.

Securities or investment advice

We are not registered investment advisors.

Legal counsel or contract review

Referred to the appropriate attorney.

Payroll processing

We integrate with your existing payroll. We do not run it.

IT support or hardware

Technology work covers financial systems integration only.

Network or software development

Beyond dashboard builds and financial system integration, refer to an IT professional.

GOOD FIT

Who this is for.

Sideways Systems takes on a small number of clients at a time. Engagements are selective by design.

The right client is good at running their business. They are not good at running their back office. And they are ready to stop pretending those are the same skill.

You are a good fit if your business does $500K to $10M in annual revenue, you operate in Massachusetts or Rhode Island, and you are at one of these points:

  • Growth has outpaced your current financial infrastructure

  • A transition, sale, or ownership change requires clean books and documented processes

  • Tax season revealed problems that should have been caught months earlier

  • Your technology was set up by a vendor and never properly integrated

  • You are spending your own time on back office work instead of the business

Priority industries: restaurants and food service, marine services and harbor businesses, specialty retail, independent hospitality operators, professional services firms, construction and trade contractors.

Ready to stop managing
your own back office?

Engagements begin with a 90-minute Discovery Assessment. You will know exactly what the system looks like and what it costs before committing to anything.

BOOK A MEETING