Our OBM services start at $1,000/month for our Bronze package (20 hours). Most clients invest $1,500-$2,500/month for strategic operations support.
Online Business Manager for Tax and Accounting Firms
We take on a central role in managing your business operations so your team can focus on client work.
We handle the strategic planning, systems building, and day-to-day optimization that keeps your firm running efficiently during busy season and scales during off-season.
Schedule a complimentary consultation to learn more about our OBM Services!
OBM Services
Business Strategy & Planning
We develop the strategic operations roadmap your firm needs to scale. This includes documenting SOPs, optimizing workflows, planning your technology stack (including TaxDome or accounting software), assessing team structure, and building systems that work during tax season and scale during off-season. We ensure your firm isn't dependent on one person's knowledge.
Operations Management
We oversee your firm's day-to-day operations during tax season and off-season, ensuring workflows are clear, client communication is proactive, document management is organized, and your team has the support they need to work efficiently.
Technology Integration
Implement and manage optimize tax-specific software, integrating them with your existing systems so your team actually uses them instead of working around them.
Team Management
Ensures that your team operates efficiently by overseeing tasks, delegating responsibilities, and streamlining communication. We help implement processes specific to accounting workflows, track performance on billable work, ensure workload is distributed fairly during tax season, and foster collaboration so your team stays aligned with firm goals.
OBM Hourly Consultation
One-Time Strategic Consultation with an Online Business Manager
Running a business comes with countless moving parts, and sometimes you just need expert guidance to get things running smoothly. Our one-time consultation call with an experienced Online Business Manager (OBM) is designed to provide you with guidance and practical solutions to streamline and enhance your business operations.
What We Cover:
✔ Business systems & automation to increase efficiency
✔ Team management & delegation strategies
✔ Project and launch planning for seamless execution
✔ Scaling strategies to support sustainable growth
This session is perfect for business owners who need high-level support without a long-term commitment. Whether you're looking to streamline your workflows, improve productivity, or prepare for your next big move, we’re here to help.
My OBM Method
I bring clarity to your tax or accounting firm by defining goals, streamlining workflows specific to tax season cycles, and implementing efficient systems tailored to your needs.
With a structured approach, I manage daily operations, drive measurable results, and ensure your team stays aligned and engaged.
As your business grows, I help foster a strong, high-impact culture that retains talent and supports long-term success.
Transparency
What are the short- term and long-term goals for your business?
Understanding your goals fosters clarity and growth. I'll ensure your team knows exactly what's expected during tax season, how billable work connects to firm goals, and how to deliver exceptional client service while maintaining profitability.
Structure
Once there's clarity on your firm's vision and goals, we build the operational structure that works for your tax practice. This includes streamlining tax prep workflows, establishing client communication protocols, organizing document management, and creating systems that survive tax season without your constant oversight.
Action
Once your operations and technology are solidified, we manage your team and day-to-day operations to ensure consistent results. For tax firms, this means tracking billable hours, managing client deadlines, monitoring tax return status, ensuring document organization, coordinating across team members during tax season, and building KPIs that matter to your practice- like client turnaround time, return accuracy, team utilization, and tax season workload balance.
Progress
As your tax or accounting firm grows, we work to keep your team aligned with your firm's mission and values. We ensure people understand why the work matters, how their role impacts client outcomes, and how to maintain the quality and culture you've built as you scale from 3 people to 10 to 20.
Frequently Asked Questions
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An Online Business Manager (OBM) helps manage the operational side of your accounting or tax firm so you can spend more time doing the work only you can do.
For accounting firms, that can include managing your team, improving workflows, documenting SOPs, implementing systems and technology, overseeing projects, and making sure responsibilities are clearly assigned and followed through.
At Guy & Associates, we work closely with tax and accounting professionals to create more structure, improve efficiency, and take the day to day operational responsibilities off your plate.
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An OBM can help your accounting firm identify where time is being lost, create more efficient workflows, and make sure your team has the structure and accountability needed to keep things moving.
Depending on what your firm needs, we may help with workflow optimization, SOPs, team management, technology implementation, project management, delegation, and day to day operations.
The goal is to create an operation that works well without everything having to run through you.
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It depends on what is currently taking up your time.
A virtual assistant is often a great fit when you need reliable support with recurring administrative and client service tasks.
An OBM is a better fit when you need someone to take a larger role in managing operations, improving systems and workflows, coordinating your team, overseeing projects, and helping keep the business moving forward.
Some firms benefit from both. During a strategy call, we can talk through what is happening in your firm and determine what type of support makes the most sense.
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Yes. Systems and workflow optimization are a key part of our OBM services.
We can review how work is currently moving through your firm, identify opportunities to improve efficiency, document processes, implement or improve technology, and create clearer workflows for your team.
The goal is to give your team more clarity and give you fewer things to manage yourself.
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★★★★★
Amber came to my business when I needed her most. I had been going through a tough time personally and had to focus my priorities on those matters. Amber jumped right in and helped me to manage the admin side of my business and I couldn't have done that without her help. She was very good at managing the main priorities and also working towards bigger picture plans to document systems and procedures within my business. She helped me to see where I needed to begin to step into my own shoes as CEO instead of wearing all of the hats. Her team was very responsive and communicated promptly. I enjoyed working with Amber and her team.
Amber came to my business when I needed her most. I had been going through a tough time personally and had to focus my priorities on those matters. Amber jumped right in and helped me to manage the admin side of my business and I couldn't have done that without her help. She was very good at managing the main priorities and also working towards bigger picture plans to document systems and procedures within my business. She helped me to see where I needed to begin to step into my own shoes as CEO instead of wearing all of the hats. Her team was very responsive and communicated promptly. I enjoyed working with Amber and her team.
Julie Hankins- Julie Hankins Co.
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★★★★★
Amber joined my small business 6mo ago and she has made our company so much more efficient. She learned our systems quickly, had a go getter attitude and totally took on the challenge head on. She brings a super positive attitude, communicates well, and manages some team members on my behalf. She has helped me clear my plate so I can focus on growth. She keeps us all on track and help us meet deadlines. She has grown her responsibilities and continue to support us in bigger ways. I highly recommend Amber if you are looking for an experience OBM for your business. I cannot imagine doing business without her supporting us.
Carla Titus - Wealth and Worth Within
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★★★★★
Amber is the backbone of our CPA firm! Her exceptional managerial and administrative skills keep our operations running like a well-oiled machine. We owe a significant portion of our recent successes to her expertise and dedication.
Amber's ability to streamline processes and ensure efficient workflows allows us accountants to focus solely on our financial responsibilities. Her attention to detail and organizational prowess bring a sense of calm to our workplace, knowing that she has everything under control.
In summary, Amber is an invaluable asset to our team. Her professionalism, commitment to excellence, and ability to keep things running smoothly make her an indispensable member of our firm. It's a pleasure to work alongside her, and I have no doubt she will continue to thrive in her career.
Christian Onyemem CPA Firm
Need OBM Support Built for Tax Firms?
We love solving complex operational challenges. Let's talk about your firm's goals and how we can bring operational excellence to life.