Testimonials

What Our Clients Say About Us

Check out what our satisfied clients are saying about us:

brad-ford

“I have been using Advisors Back Office for about three years. I consider them the CFO of our business. What I most value is working with Mark to improve my business in ways I never thought possible over my 44 years as a small business owner. Whether it’s creating and fine-tuning budgets, employee expansion plans, HR issues, or just helping me be a better owner of my business, it’s wonderful to have help and a sounding board as my business grows, and it’s so nice not to have to worry about all the details anymore.”

Brad Ford, President
Vineyard Financial
adam-curan

“Back Office takes a heavy load off our shoulders so we can focus our time, energy, and efforts on delighting clients and growing our firm. We wouldn’t have near the impact on our community without them by our side.”

Adam Curran, Wealth Advisor
Curran Financial Partners
brian-decker

“Before getting comprehensive reports from Back Office, I was flying blind. I had no idea why certain things were happening in our company. When we hired Back Office, it was like night and day. I could SEE where we needed to focus our attention. I could see where to cut and where to add funds. It has made a HUGE difference in our business and has been a key factor in us bringing in close to $900MM in client assets in 8 years!”

Brian Decker, Founder
Decker Retirement Planning
mark-falter

“From years of experience working in the financial industry, I cannot stress how crucial it is to have a reliable and efficient back-office solution. That is why I want to express my utmost satisfaction and gratitude towards Advisors Back Office Solution. They are highly knowledgeable, responsive and always ready to assist us with any questions or concerns we may have. I would highly recommend Back Office to any wealth management firm looking to enhance their operational efficiency. Their comprehensive services and dedicated support have undoubtedly made a positive impact on our business.”

Mark Falter, President
Mid-American Wealth Advisory Group
tad-new

“Advisors Back Office Solution has taken all of the necessary but time-consuming tasks off of our plate. That has been a game changer for our ability to be more productive as a company. Our team can now focus on doing the things that make our business better! Also, as someone who has always tracked our numbers, it’s a huge benefit to be able to know any number I need without me having to do the tracking. THANKS, BACK OFFICE!”

Tad Hill, Co-Founder, CEO and Wealth Advisor
Freedom Financial Group
kyle-odell

"I took full advantage of everything Back Office has to offer day one.  This freed up my time so I could give great focus and attention to my clients, my team and do things in my business that I actually enjoy."  "I truly appreciate their attention to detail and appreciate their responsiveness."

Kyle O’Dell, CEO
EdgeRock Wealth Management
bob-horne2

"The entire team at Back Office have proven to be a critical partner in my business.  As a growing financial planning firm with big aspirations, it’s imperative to have a back-office team that handles many tedious, time-consuming tasks. This partnership is instrumental in allowing us to continue to scale.  I can’t say enough about how responsive they have been to any questions or needs I’ve had over the years.  They work proactively to help me navigate all of my financials, benchmark me against peers, and highlight trends that allow me to steer my firm in a better direction.  I would highly recommend Back Office and know they will be a truly valuable asset to any financial planning business.  I refer to them as “The financial advisor for financial advisors”."

Bob Horne, CEO, President and Financial Advisor
NuVenture Financial Group
wes-woo2

"The team at Back Office have been instrumental in helping us take care of all bookkeeping, accounting and payroll matters. Before them we struggled in these areas and it took a lot of time away from my team, myself included. Now we can focus on the high value activities now that we have Back Office on our side. I would recommend Back Office to any advisor that would want to grow their business."

Wes Wood, President
Wood Financial Group
matt-dicken

"The entire team at Back Office has been a crucial factor in our growth as a company. Without their expert guidance and attention to detail we would not have had the same confidence that we do when making critical changes and improvements in our business. When hiring Back Office it is as if you have just added dozens of professionals to your team without anywhere near the expense typically required."

Matthew Dicken, Founder and CEO
Strategic Wealth Designers
ted-thatcher

"Rarely have I found paying a due invoice to be something that makes me "happy". But for perhaps the first time in my career, I get to have that experience monthly! Each month, the team at Back Office deliver on the promises they make. That is too rare in business. If you are a business owner who values integrity, reliability, and expertise look no further."

Ted Thatcher, President
Bright Lake Wealth Management
kelly-kelly

"Partnering with the Back Office team has been one of the best business decisions I've made. Mark is focused, accessible, and I consider him a true partner – our CFO. It's important to me to know who I'm working with and where they're coming from, and Mark's deep understanding of successful RIAs in our industry is invaluable.
I highly recommend Back Office to any wealth management firm looking to enhance their operational efficiency. Their comprehensive services, dedicated support, and attention to detail are exceptional."

Kelly Kelly, President and CEO
Kelly Financial Services LLC
alicia-lewis2

"I can't recommend this amazing team enough! As our CFO, Mark has been nothing short of a game-changer for our business. He and his team juggle multiple aspects of our back-office services with remarkable skill and attention to detail. From monthly meetings where we review finances to the invaluable coaching they provide, their guidance has helped us navigate the most complicated aspects of our business with ease.
Mark's expertise and ability to simplify complex issues has been a huge asset. His team’s professionalism and dedication are evident in everything they do, ensuring that we stay on track and make informed decisions. We’ve not only gained a trusted financial partner but also a team that genuinely cares about our success.
If you're looking for a team that offers exceptional financial guidance and support while making the process feel seamless, Back Office are the ones to trust!"

Alicia Lewis, President and Financial Professional
Layman Lewis Financial Group
jason-biance

"Just like with clients or teammates, you have to choose your partners wisely. The entire Back Office crew are a savvy and dedicated team. Through handling our back-office needs and giving us CFO-type insights, they free up our team to focus on getting better at what we do."

Jason Biance, Founding Partner, CIO and Wealth Management Advisor
J. Biance Financial

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