For teams of 50 to 200

An operations team behind your ops team.

At 50 to 200 people you probably have an office manager, an IT lead and a controller. They're stretched. Refo works alongside them: co-managed IT, an outsourced contact center, AI implementation, finance operations and spend, payroll and people admin, and security and compliance programs. Your people stay in charge. We add the hands.

Book an operations review See what we run

Quarterly ops review

Northgate Supply · 140 staff Q3 review

Area	Q3
IT tickets resolved, median first response	412 · 14 min
Devices with MFA and disk encryption	100%
Month-end close	Day 6
Support overflow and after-hours contacts	1,930
Security questionnaires completed for customers	11
Vendor and SaaS savings this quarter	$8,400

Illustrative example of a growing-team quarterly review.

What changes at 50+

The problems get bigger than one person.

Your IT lead is drowning.

We take the help desk, patching and device setup so they can focus on projects.

Month-end takes three weeks.

We run AP, AR and reconciliations so your controller closes by day 6.

Customers send security questionnaires.

We build the program and answer them for you: policies, controls, evidence.

Payroll now spans several states.

Multi-state payroll, registrations and onboarding handled on schedule.

Support volume outgrew the team.

An outsourced contact center for overflow, after-hours, quotes and orders, in your tone and your systems.

Everyone wants AI. Nobody owns it.

We pick the first workflows, roll out the tools and set the rules for data.

What we run

Six drawers, co-managed.

We work inside your tools and alongside your people, with clear ownership for every task.

Co-managed IT

Alongside your IT lead

Help desk and device lifecycle
Security monitoring and response
Onboarding and offboarding

Start withA security and IT operations review

Contact center

Alongside your support and sales teams

Outsourced customer service, 24/7, every channel
Quotes, orders, order status and returns
Quality review and reporting on every contact

Start withA response-time and backlog audit

What's included →

AI implementation

Alongside leadership and IT

AI agents for support, ops and finance workflows
Copilot or ChatGPT Enterprise rollout and training
AI governance, data rules and vendor review

Start withAn AI opportunity and risk review

What's included →

Finance ops + spend

Alongside your controller

AP, AR, collections and close support
Multi-state sales tax
SaaS, contracts and renewals managed

Start withA close-process and spend review

People admin

Alongside HR

Multi-state payroll and registrations
Onboarding paperwork and equipment
Benefits admin coordination

Start withA payroll and registration check

Security + compliance

Alongside leadership

SOC 2 readiness and HIPAA programs
Cyber insurance requirements
Customer security questionnaires

Start withA readiness gap report

Commitments

Written down, reported every month.

Every growing-team client gets service levels in the contract and a monthly report against them.

Service levelsGrowing teams

IT first response15 minBusiness hours, critical issues within 5 minutes.

Month-end close supportDay 6Reconciliations and reports ready for your controller.

Customer contacts24/7Overflow and after-hours answered on every channel.

Security questionnaires5 daysStandard questionnaires answered with evidence.

Renewals90 daysEvery contract reviewed before it auto-renews.

Ops reviewQuarterlyWith your leadership team, against these numbers.

How we start

A 30 to 60 day handoff.

Routing slipGrowing team

Operations review
HALF DAYWe meet your leads and map who owns what today.
Plan and service levels
1 WEEKScope, ownership, service levels and one monthly price.
Transition
30 TO 60 DAYSAccess, documentation and runbooks, one area at a time.
Run and review
MONTHLYReports against service levels, quarterly ops review.