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Clay Edwards
Branch Manager
Rooftop Lending

-Dave and Michelle Lovett
Master Consultants
Top Earners

“I have used SimpleBackOffice to answer phones; they also take payments, and do payroll for me. Having SBO answer my phones and using them to run phone traffic, screen calls, take payments, direct calls to our claims centers and keep telemarketers from tying up our day has freed up my staff get a lot more work done. They are the first line of defense in answering the phones and it has made a big difference.
SimpleBackOffice is very technologically advanced when it comes to phone services. It’s not like using an answering service that will just take messages. They have a sophisticated system that will forward a client to my voice mail, have it pop up in my e-mail, and it will also open up a WAVE file and I can actually listen to the client, and it also drops it into another voice mail box that I can retrieve from my car. I don’t know any other service that will do that, and it works out really well.
I also want to mention that the SBO staff does a superb job. I have had quite a few compliments from clients, which is very unusual. I have been in business for 22 years, and this has never happened before. But now I get lots of comments; and clients will ask, “Who do you have answering your phones? She’s so professional!”
Lori , who does most of our phone answering is wonderful, but the thing is, if for some reason, she’s unavailable, I know that SimpleBackOffice has four or more other people right behind her ready to step in. Todd does a really good job of training people, so I never have to worry. And unlike if you have your own employee and she calls in sick or can’t come in and you have to find a way to cover for them, what’s so fabulous about using this service is that they’ve got it covered! If it were my employee it would be a headache, but SimpleBackOffice has it handled!

-- Bettie Renda - Farmers Insurance - Orangevale, California

“I have used SimpleBackOffice for the data entry and administrative aspects of bookkeeping, plus billing, collections and phone calls. They are very useful and provide a very good service. Todd is very professional and always makes sure your needs are taken care of. What I most appreciate is the flexibility of working this way. I can have somebody available when I need them, get them to do what’s needed at the time, then be able to quickly shift gears to something else I need to have done. SimpleBackOffice provides the flexibility of what you need and want when you need and want it. And SimpleBackOffice and their people are able to shift gears quite easily. “

-- Janice Aquino - S.R. Aquino Electric and Alarm - Baltimore, Maryland

“I have used SimpleBackOffice for a variety of tasks, plus consulting on work flow processes. First, they created a wonderful follow-up system for me. Todd actually came into my office for three days and set up a whole system for me because in the mortgage business, follow-up is key; yet I was having things fall through the cracks; and ultimately that means lost business. Todd physically organized my entire office. As a result, I am now much more organized than I used to be. He really helped.
Then, I was set up with a virtual assistant, which is a personal assistant, but one who’s not physically in front of you 8 hours a day. For someone like me, an actual assistant can be cumbersome because I don’t have time every day to tell someone what I need done or to keep them busy. So this works great! Since Abby (my virtual assistant) is across the country, we simply discuss in about 30 minutes what I need done for the week, and she’s off and running. The only time she bothers me during the week is to update me on the status of her projects or to tell me she’s done. This saves me so much time, and of course, time is money.
My virtual assistant does a variety of jobs for me, but the most important thing she does is scheduling any and all appointments. I was a little bit reluctant about that at first because I like to have control of my schedule, but being a business owner, I have to be realistic, I never really had control. She took over that aspect of my business. She now calls the person, schedules the appointment, and if it’s outside my office, she’ll get me the address and directions. She reminds me of appointments and follows-up with some of the clients. She really took control of my calendar. And she also helps with follow-up work, like if I need a document, or a loan application is missing information or I need something for a credit report. She now handles the kinds of things that don’t require my skilled intervention but would require my time. She uses a program called Go TO My PC and can access my computer from her remote location. It only took her a day or two to get acclimated and comfortable, and she was so intelligent and capable, and asked such great questions, it was as if she had a background in my field.
She also does data base management and a lot of data entry for me. I gave her a list of my client data base which was in some archaic Excel format, and she transferred it to Microsoft Outlook, so now it’s already in my e-mail which is how we contact people and track them anyway. She’s made everything so much easier for me and now the systems work great. She does the kind of stuff for me that business owners think about doing, keep meaning to do, but put it off for years, because we just don’t have time.
Along with getting all that stuff done, probably the best part of SimpleBackOffice is the flexibility of being able to cut back or add hours as needed. My business is cyclical. There are times I don’t need help for more than 2 – 3 hours per week, and other times I need 20 hours. The problem with a personal assistant in your office, is that they want set hours; and if you don’t give them that, they’re looking for a job. So you have to try to find work to keep them busy. So then you’re spending more money and more time and extra anxiety trying to keep that person busy. That’s the beauty of SimpleBackOffice for me. I don’t have the anxiety of managing an assistant. I don’t have time for that. When I need something done, I call SimpleBackOffice. I love being able to choose the amount of help I need and not having to stress about it. I only have to pay for the help I actually need. It’s great!

-- Mike Cepeda - Caltech Mortgage - Roseville, California