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Institutional-quality back-office support for growing wealth management firms. Support. Optimize. Scale. Schedule a Conversation We provide structured and reliable back-office support to include HR, Payroll, Commissions, Bookkeeping and Financial Reporting. We partner with wealth management firms so they can grow without additional operational risk and overhead. Learn How We Support Small Businesses & Non-Profits Support. Optimize. Scale. Schedule a Conversation In addition to serving wealth management firms, we also provide back-office support for small businesses and nonprofit organizations that need reliable operations.
We apply the same disciplined and process driven approach to help organizations stay organized and
financially clear as they grow.

HOW WE HELP GROW YOUR VISION

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Operational Discipline

We believe strong operations are built on structure, repeatable processes, and clear accountability. Every service we provide is grounded in documented workflows and consistent execution.

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Accuracy and Accountability

Accuracy is non-negotiable. We take ownership of the details that matter the most by ensuring payroll, commissions, and financial reporting are handled correctly and reviewed consistently.

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Partnership Mindset

We operate as an extension of our clients’ team. Our role is to support, strengthen, and align with existing leadership and staff. Not replace them or disrupt their culture.

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Scalable Growth

We design operations to support growth over time. Our services are built to scale with each clients’ complexity, transaction volume, and organizational structure.

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Trust and Integrity

We handle sensitive information with care and professionalism. Trust is earned through transparency, reliability, and a long-term commitment to doing what is right for our clients.

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Solution Focused

We always provide people a complete solution focused of any business.

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Customer Oriented

We are customer focused provide a best solution of business.

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Operational Accuracy

Our success rate almost 100% - ensures goal of any type business.

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Decision Support

We always provide people a complete solution focused of any business.

Support

Reliable Back-Office Support for Growing Firms

As your firm grows, operational demands increase long before you’re ready to hire internally

HR administration and employee lifecycle coordination

HR administration and employee lifecycle coordination

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Payroll processing oversight and validation

Payroll processing oversight and validation

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OUR SERVICES

Standardized Processes. Stronger Controls. Clearer Visibility.

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HR Administration

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Payroll Administration

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Commissions

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Standardized workflows

We always provide people a complete solution focused of any business.

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Documented Procedures

We always provide people a complete solution focused of any business.

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Dual-review

We always provide people a complete solution focused of any business.

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Quality Control

We always provide people a complete solution focused of any business.

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Bookkeeping

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Financial Reporting

SUPPORT

<strong>Reliable Back-Office Support for Growing Firms</strong> <p> As your firm grows, operational demands increase long before you’re ready to hire internally. We provide dependable day-to-day back-office support that keeps your firm running smoothly—without disrupting your existing structure. </p> <p> We integrate directly into your workflows to ensure critical operational tasks are handled accurately, consistently, and on time. </p> <ul> <li>HR administration and employee lifecycle coordination</li> <li>Payroll processing oversight and validation</li> <li>Commissions administration and advisor compensation support</li> <li>Bookkeeping and transaction-level accuracy</li> <li>Ongoing operational support for internal teams</li> </ul>

OPTIMIZE

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SCALE

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Reduced payroll

We always provide people a complete solution focused of any business.

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Commissions

We always provide people a complete solution focused of any business.

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Reporting Errors

We always provide people a complete solution focused of any business.

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Clear Financial Reporting

We always provide people a complete solution focused of any business.

SUPPORT

Reliable Back-Office Support for Growing Firms

As your firm grows, operational demands increase long before you are ready to hire internally. We provide dependable, hands on back office support that keeps your firm running smoothly, without disrupting your existing structure.

Our team integrates directly into your workflows, offering guidance and ongoing support. We ensure critical operational tasks are handled accurately, consistently and on time.

  • Payroll processing oversight and validation
  • Commissions administration and advisor compensation support
  • Bookkeeping and transaction-level accuracy
  • Ongoing operational support for internal teams

OPTIMIZE

Standardized Processes. Stronger Controls. Clearer Visibility.

Manual processes and fragmented systems create risk as firms scale. We help optimize your back office by introducing structure, standardization, and operational discipline across every service we support.

Our approach reduces errors, improves visibility and ensures your operations function as a coordinated system. We streamline the disconnected tasks with proven processes and results.

  • Standardized workflows and documented procedures
  • Dual-review and quality control processes
  • Reduced payroll, commissions, and reporting errors
  • Faster, more predictable month-end close
  • Clear financial reporting for leadership decision-making

SCALE

Built to Grow Without Breaking

Sustainable growth requires an operational foundation that can scale alongside your firm. Our services are designed to support expansion without continually rebuilding your back office.

We help firms grow responsibly, with infrastructure that supports long-term success.

  • Support for new hires, advisors, and multi-entity structures
  • Operational capacity that scales with transaction volume
  • Flexible service tiers aligned to your growth stage
  • Infrastructure designed for long-term scalability

SUPPORT

Reliable Back-Office Support for Growing Firms

As your firm grows, operational demands increase long before you're ready to hire internally. We provide dependable day-to-day back-office support that keeps your firm running smoothly—without disrupting your existing structure.

  • Payroll processing oversight and validation
  • Commissions administration and advisor compensation support
  • Bookkeeping and transaction-level accuracy
  • Ongoing operational support for internal teams

OPTIMIZE

Standardized Processes. Stronger Controls. Clearer Visibility.

Manual processes and fragmented systems create risk as firms scale...

  • Standardized workflows and documented procedures
  • Dual-review and quality control processes
  • Reduced payroll, commissions, and reporting errors
  • Faster, more predictable month-end close
  • Clear financial reporting for leadership decision-making

SCALE

Built to Grow Without Breaking

Sustainable growth requires an operational foundation that can scale alongside your firm...

  • Support for new hires, advisors, and multi-entity structures
  • Operational capacity that scales with transaction volume
  • Flexible service tiers aligned to your growth stage
  • Infrastructure designed for long-term scalability

SUPPORT

OPTIMIZE

SCALE

Reliable Back-Office Support for Growing Firms

As your firm grows, operational demands increase long before you’re ready to hire internally. We provide dependable day-to-day back-office support that keeps your firm running smoothly—without disrupting your existing structure.

We integrate directly into your workflows to ensure critical operational tasks are handled accurately, consistently, and on time.

HR administration and employee lifecycle coordination

  • Payroll processing oversight and validation
  • Commissions administration and advisor compensation support
  • Bookkeeping and transaction-level accuracy
  • Ongoing operational support for internal teams

Standardized Processes. Stronger Controls. Clearer Visibility.

Manual processes and fragmented systems create risk as firms scale. We help optimize your back office by introducing structure, standardization, and operational discipline across every service we support.

Our approach reduces errors, improves visibility, and ensures your operations function as a coordinated system—not a collection of disconnected tasks.

  • Standardized workflows and documented procedures
  • Dual-review and quality control processes
  • Reduced payroll, commissions, and reporting errors
  • Faster, more predictable month-end close
  • Clear financial reporting for leadership decision-making

Built to Grow Without Breaking

Sustainable growth requires an operational foundation that can scale alongside your firm. Our services are designed to support expansion—new hires, additional advisors, increased transaction volume—without continually rebuilding your back office.

We help firms grow responsibly, with infrastructure that supports long-term success.

  • Support for new hires, advisors, and multi-entity structures
  • Operational capacity that scales with transaction volume
  • Flexible service tiers aligned to your growth stage
  • Infrastructure designed for long-term scalability
Let's Start

SCALE

Sustainable growth requires an operational foundation that can scale…

  • Support for new hires, advisors, and multi-entity structures
  • Operational capacity that scales with transaction volume
  • Flexible service tiers aligned to your growth stage
  • Infrastructure designed for long-term scalability
Get Started
Testimonials

Customers Reviews

Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.

Monty Moni
CEO, Keen IT Solution

Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.

Mike Hotten
CEO, Brick Consulting

Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.

John Bhai
CEO, Brick Consulting

Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.

Jorina Bibi
CEO, Brick Consulting

Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.

Delu Beta
CEO, Brick Consulting
our industries

Industries We Serve

Whether you are a growing business or a mission driven organization,
we provide dependable back-office support that allows your team to focus on what matters most

Wealth Management Firms

Small Businesses

Non-Profit Organizations

Wealth Management

Small Businesses

Non-Profit Organizations

View All
Expert People

Our Team Members

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Mike Jason

Business Advisor

Francis Ibikunle

Senior Consultant

Ara Gates

Finance Consultant

Claire Divas

Business Advisor

Isabella Croline

IT Consultant

John Masud

Senior Consultant

Corey Anderson

Assistant Director

John Freight

Business Manager

John Maliha

Business Advisor
Contact us

Get In Touch

    Contact Info

    USA Office

    231 S. Bemiston Ave, Suite 800A, St Louis, MO 63103

    Mail Us

    support@sosoperations.com

    Mail Us

    314-246-0898

    Opening Hours

    Mon-Fri: 10:00-18:00
    Sat-Sun: 10:00-14:00

    Contact us

    Get In Touch

      Latest News

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      06 Sep 2019

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      06 Sep 2019

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      03 Sep 2019