Brumbaugh Wealth Management Enhances Operational Efficiency with West Chester-Based MyOfficeOps

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MyOfficeOps and Brumbaugh Wealth Management
By outsourcing bookkeeping and other administrative tasks to Steve Rickel, inset, and MyOfficeOps, Kim Brumbaugh is able to focus on the work that drives revenue for her business.
MyOfficeOps logo

For small business owners like Kim Brumbaugh, the CEO of Brumbaugh Wealth Management, every second spent on administrative tasks like bookkeeping and payroll is time that can’t be spent in the trenches, doing the critical work that drives revenue for her Exton-based firm.

“Running a business can be daunting and requires a lot of work that has zero profitability for your company,” said Brumbaugh, whose team boasts almost a century of collective experience tailoring plans for people looking to secure their financial future. “If I’m tied up doing bookkeeping or reconciliations, I am not working with our clients or looking for the next client.”

To allow herself to focus on her passion and not paperwork, and to concentrate on the activities that actually generate revenue for her firm, Brumbaugh utilizes the services of MyOfficeOps, a West Chester-based provider of business advisory services.

Brumbaugh Wealth Management logo

Founded in 2013 by Steve Rickel, who has decades of experience in senior financial leadership roles, MyOfficeOps provides small and medium-sized businesses access to resources, information, and guidance often only available to big businesses. It offers the best in accounting and reporting solutions, payroll and human resources, and executive and professional services.

“There is a common quote: ‘Work on your business, not in it,’” said Rickel. “At MyOfficeOps, we strive to help our clients do just that. We do the busy work and provide our clients with good data and insights to make decisions that yield the best possible outcome.”

In addition to bookkeeping and reconciliations, he functions as a fractional CFO for Brumbaugh Wealth Management.

“For firms of our size, we don’t necessarily need a full-time CFO; it’s more cost-effective to outsource those services,” said Brumbaugh. “Steve handles a lot of that complex, forward-looking work for us and provides us with valuable insights.”

MyOfficeOps is indeed a game-changer for businesses looking to outsource the back-office tasks that bog them down. For nine years and counting now, Brumbaugh has enjoyed the peace of mind that comes with having MyOfficeOps saving her time and enhancing her firm’s operational efficiency.

“Steve and his team are very good at what they do,” said Brumbaugh. “We’ve had a long tenure with them. I’ve always been comfortable referring them to others, and we’ve gotten great feedback from those referrals. I’ve had the benefit and pleasure of watching them grow, and it’s neat to see all the bells and whistles they offer.”

“I have known Kim for many years, and she is the epitome of a driven and successful businessperson,” said Rickel. “We have watched her business grow dramatically over the past many years and have established a good team to support her transactional and analytical work and help her to reach the best possible outcomes with her decisions. Having timely and accurate financial data helps her do just that.”

Learn more about what makes MyOfficeOps a sought-after partner for businesses looking to elevate their operations.

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