We don't send people. We build operations.
You've been wearing every hat — sales, finance, admin. SBSO runs the back office behind growing U.S. businesses and helps you build the operation around it, so you can focus on growth without killing your margins.
Six managed functions. One accountable operation.
Each one is built around your existing systems and supervised daily — you set the targets, we run the execution.
Operations Coordination
Task tracking, inbox management, scheduling, and vendor coordination — the daily execution work that keeps a business moving.
Agency Back-Office Support
Policy servicing, renewals, COIs, and carrier follow-up — run inside your AMS, not around it.
Estimating Support
Takeoffs, bid prep, and proposal coordination, built inside your existing estimating software.
Client Support Operations
Inbound calls and emails, retention follow-up, and renewal reminders — handled on U.S. business hours.
Sales Development & Appointment Setting
Lead follow-up, outbound prospecting, and appointment setting that keeps your pipeline warm.
Billing & Collections Management
Billing inquiries and collections follow-up, integrated into QuickBooks or your existing system.
An owned function, not a staffed seat.
Most outsourcing means managing someone else's employee. With SBSO, you review outcomes — we own the process behind them.
- 01 — You define itSet the KPIs that matter: turnaround time, accuracy, response rate, retention.
- 02 — We build itSOPs written around how your business actually operates, not a generic playbook.
- 03 — We staff itWe source, screen, and skills-test candidates. You interview the finalists and choose your hire.
- 04 — We supervise itA dedicated supervisor manages daily performance. You never manage an individual directly.
You've been wearing every hat. You don't need another one.
Owners juggle sales, finance, admin, and customer service. A freelancer or VA takes tasks — and hands you someone else to manage. A managed service takes the whole function.
Large companies pay outsourcing firms millions to run entire departments as a managed service — dedicated teams, supervisors, documented processes, and KPI reporting. SBSO brings that same model to owner-led businesses, for one flat monthly fee built around small-business margins.
| RecommendedSBSO managed service | Option 2Virtual assistant | Option 3Freelancer | |
|---|---|---|---|
| What you actually get | A running operation: staff, a supervisor, SOPs, and KPIs | An assistant placed with you | A person who completes tasks |
| Who manages the work | A dedicated SBSO supervisor, every day | You | You |
| Languages | Every specialist is bilingual: English & Spanish | Varies | Varies |
| Processes | Mapped by our onboarding team and written into SOPs | You train them yourself | In their head — or yours |
| How you know it's working | KPIs you set and regular performance reports | Hours logged | You check in |
| Help growing the business | Suggestions on what to fix, streamline, and hand off next | Not their job | Not their job |
| When someone leaves | The SOPs stay with your business | You retrain the next person | The knowledge leaves too |
| How you pay | One flat monthly fee | Hourly, per assistant | Hourly or per project |
| Best for | Owners ready to grow without adding overhead | An extra pair of hands | One-off projects |
Built for businesses that run on appointments and paperwork.
Every specialist trains on the workflow of the industry they support — not generic back-office tasks.
Construction Companies
Lead callbacks, estimating and takeoff support, permits, crew scheduling, and AR — for GCs, roofers, remodelers, and specialty subs who need more bids out the door.
See construction support → Independent agenciesInsurance Agencies
Policy servicing, same-day COIs, renewals, carrier follow-up, and producer appointment setting — retention protected without adding CSR headcount.
See agency support → Dental, chiro, PT, med spaDental & Medical Clinics
New-patient scheduling, recall and reactivation, insurance verification, and claims follow-up — so your front desk can focus on the patients in front of them.
See clinic support → HVAC, plumbing, electricalHome Service Trades
Call answering and booking, estimate follow-up, maintenance-plan renewals, and invoicing — so techs stay in the truck and phones never ring out.
See trades support →From signed agreement to a running operation in about 4 weeks.
One flat monthly fee. We handle the heavy lifting — you make the decisions that matter.
We get to know your business
Your goals, your tools, and the work you want off your plate.
You choose your hire
We recruit and screen. You make the final call.
We build the operation
Your processes documented and your specialist trained on them.
You go live
Supervised daily, measured on the KPIs you set.
Same working day. Different overhead.
Real-time overlap, not overnight hand-offs
El Salvador runs on Central Time. Your morning is our morning — no waiting until tomorrow for something logged today.
Bilingual — English & Spanish
Every specialist is fluent in English and Spanish and trained for the workflow they support — so you can serve Spanish-speaking customers too.
Led personally by Josh Román
Founder & Managing Director — SBSO stays small enough that every account gets direct oversight, not a hand-off to whoever's available that day.
See if your business is a fit for a fully managed operation.
Pick a time for a free 30-minute call with Josh. We'll tell you honestly whether SBSO fits how you work.
What you'll get on the call
- A list of the tasks we'd take off your team first
- The KPIs we'd measure and report on
- A clear quote and start plan if it's a fit
- An honest "no" if it isn't
Prefer email? Send a message and Josh will reply within one business day.