Back Room

Services & Capabilities

Accounting and bookkeeping. The How It Works page lists the core scope. — "Preparing end-of-year financial statements, income tax returns, management reports, and forecasts" The same list covers general ledgers, fixed asset registers, accounts payable, receivables and payroll processing.

Marketing. The same page lists a marketing line. — "email marketing and campaign management" It adds lead generation, social media, content and website management.

Administration. The page describes a third line. — "Database management Client communications Calendar management Client onboarding Travel management Annual company returns" This is the lowest-skill service the firm sells.

What the firm manages. The How It Works page says the firm handles the employment side. — "Talent recruitment Onboarding Training and development Ongoing management Data security and IT infrastructure environment All logistics, compliance and legalities" A buyer should ask who is the employer of record in each country.

Engagement shape. The page also describes the commercial structure in outline. — "Monthly fee = employee salary, allowances and benefits + The Back Room fee" The page also lists a one-off setup fee and an optional training fee, and gives no amounts.

Client Base & Market Position

Client count. The home page gives two client figures. — "150+ firms supported globally" The Why Choose Us page gives a lower number. — "More than 100 accounting firms around the world use The Back Room to win back time and freedom to do more of the work they love." A buyer should ask which count is current and how many are active.

Retention. The home page states client loyalty. — "95% client retention rate" It also states staff loyalty. — "90% employee retention rate" The page gives no period or method for either figure.

Named clients. The Customer Stories page names accountancy clients and their countries. — "Connected Accountants do in four days what most practices do in a week, with the help of their global team" Other stories name Baumgartners in Australia, Windes in the United States, Sidekick Wanaka in New Zealand and Unity Accountancy in the United Kingdom.

A large-firm reference. The Why Choose Us page carries a named endorsement. — "Offshoring has allowed us to be one of the fastest growing Top 50 CPA firms in the U.S." It is signed by the managing partner of Aprio, and the statement is the client's own.

Related practice. A buyer should ask whether any reference client is connected to the owners or to the founders' own accounting practice.

Record and Tier Note

• The record lists education, legal and technology verticals. The site names accounting practices, plus engineering and architecture and marketing pages in its menu.

Delivery Infrastructure & Operations

Where staff sit. The Why Choose Us page names two talent countries. — "The Back Room draws talent from the Philippines and Colombia." The contact block lists lines for the Philippines, Australia and New Zealand, the United Kingdom, the United States and Colombia.

Working hours. The same page covers time zones. — "Our talent is flexible and happy to work in time zones preferred by our clients." No shift model or seat count is given.

Work arrangements. The Careers page describes where staff work. — "Onsite, hybrid, or home-based." A buyer should ask which arrangement applies to the team assigned to it.

Onboarding and training. The How It Works page describes recruitment steps. — "We find and shortlist your offshore team members, conducting qualifying interviews and presenting our recommended talent for you to interview for fit" The client interviews the candidates before anyone is placed.

Security. The home page carries an information security claim. — "operates an information security management system (ISMS) that conforms to the requirements stated In the standard: 1S0/IEC 27001:2013" The page names the certification body as Barr Certifications. The platform record lists no certifications.

Record and Tier Note

• The record lists the country as the United States. The site shows founders from New Zealand and staff in the Philippines and Colombia.

• The record lists legal process outsourcing, human resources and technical support as service lines. The site sells accounting, bookkeeping, marketing and administration staff to accountants.

• The record has no chief executive and lists Scott Findlay as chief financial officer. The site names Wayne Findlay as chief executive and Scott Findlay as director of operations.

Ownership, Financials & Scale

Headcount. The home page gives a staff figure. — "500+ top-notch offshore professionals" The Careers page gives a higher one. — "600+ AI-READY ACCOUNTING PROFESSIONALS" The platform record carries three hundred and eighty-three employees, so the three figures differ.

Ownership. The About page says chief operating officer Marvin Galang is a part-owner. — "With The Back Room, a venture he is part-owner of, he is dedicated to optimising processes and strengthening the business for long-term success." The home page title uses The Back Room Offshoring Inc., the security certificate names The Back Room Ltd., and the Geri page footer names The Back Room Operations Ltd. A buyer should ask which entity contracts with the client.

Financial scale. The site gives no financial statements. The client count and the staff count are the only scale measures, and a buyer should ask for audited accounts or a bank reference.

Tenure. The Careers page states a tenure figure. — "5yrs AVERAGE EMPLOYEE TENURE" The page gives no basis for the average.

No public revenue figure was found.

People, Leadership & Culture

Chief executive. The About page names the founder and chief executive. — "Wayne Findlay CEO, Founder Wayne Findlay is the founding director of both The Back Room and Findlay & Co Chartered Accountants." The platform record lists no chief executive for the firm.

Operations leadership. The same page names the chief operating officer. — "Marvin Galang Chief Operating Officer Marvin is known for driving efficiency, growth, and seamless daily operations." The record lists the same person.

Founder role. The page lists the second founder with a different title from the record. — "Scott Findlay Director of Operations, Founder Scott is a director at The Back Room" The record lists Scott Findlay as chief financial officer.

Philippines management. The page names the in-country lead. — "Alan Herrera Country Manager Philippines Alan manages The Back Room talent based in the Philippines, taking care of all HR functions, including recruitment, training, and client matching." The page also lists finance, sales, enablement, marketing, IT, human resources and account management heads.

Culture. The About page states the firm's purpose. — "They, and the company, are still guided by their purpose: Nurture, Grow, Delight." The Careers page gives a career ladder from graduate trainee to manager.

Hiring. The platform record shows twenty-nine open postings and a medium hiring pace. The Careers page invites a talent pool application.

Technology & Innovation

AI review assistant. The firm sells an accounting review tool called Geri. — "Currently available in New Zealand · Australia & UK coming June 2026 · US & Canada coming later in 2026" The launch dates are the firm's plan, and a buyer should check availability in their own country.

AI training. The firm trains offshore staff in applied AI. — "Build your offshore team with The Back Room and your staff are trained through our three-level AI Masterclass." The page names the tools covered, including Claude and n8n.

Cloud practice. The Why Choose Us page sets the client prerequisite. — "You run good systems, such as cloud based software; Xero, Quickbooks or Sage" The firm screens clients on their systems before taking them on.

Strategic Assessment

Strengths

• A named founder-led team. The About page names the chief executive, chief operating officer and country manager.
• An external security certificate. The home page names an international security certificate and its certification body.
• Named client references. The Customer Stories page names five accountancy clients in four countries.

Risks and Vulnerabilities

• Inconsistent scale figures. Client and staff counts differ between pages and from the record.
• A narrow client type. The offer is built for accounting practices, so a buyer outside accounting should ask about fit.
• Related-party question. A buyer should ask whether any featured client is connected to the owners.

Opportunities

• AI-trained offshore teams. The masterclass pairs staffing with automation skills.
• Geri roll-out. The review tool plans launches in further countries after New Zealand.
• Adjacent roles. The firm already lists marketing, engineering and architecture, and administration staff for its accounting clients.