Who we help
Owner-led businesses that outgrew guesswork.
Our work fits owners who run the business themselves and need the back office to be structured, current, and repeatable — without hiring a full bookkeeping department.
Ideal fit
- Solopreneurs and owner-led microbusinesses
- Home service and mobile service businesses
- Consultants and coaches
- Salon suite and studio professionals
- Small contractors and trades
- Local service providers
- Small offices without dedicated admin staff
- Owners who manage their own QuickBooks Online but want structure and support
Not a fit
- Businesses needing full monthly bookkeeping or a controller
- Businesses needing payroll processing
- Businesses needing tax preparation, audits, or CPA sign-off
- High-volume operations with complex job costing or inventory
- Clients who want a provider to approve bills or submit payments
Signs you're in the right place
If two or more of these sound familiar, start with a call.
- You are not sure your QuickBooks file is set up correctly.
- Your file was set up years ago and no longer matches the business.
- You know what to do in QuickBooks but not when to do it.
- Invoices go out late and unpaid balances go unfollowed.
- Vendor bills pile up until something becomes urgent.
- Tax season means reconstructing a year of records from scratch.
Service boundary
Office Navigators provides project-based setup, cleanup, training, systems, and defined workflow support for QuickBooks Online users. We do not provide tax preparation, audits, legal advice, CPA services, payroll processing, financial advice, or general monthly bookkeeping. Clients remain responsible for business decisions, tax filings, bill approvals, payment authorization, and the completeness of information provided.
Find your starting point.
Review the five service paths, or call and we'll point you to the right one.