Officeheads helps entrepreneurs delete busy to do what they love

Rebecca Berneck spent 15 years building the perfect infrastructure for a boutique consulting firm—taking it from zero to $3 million in revenue—only to automate herself out of a job. Her mentor delivered the news through tears: they had to let her go.

"It was the best business decision they could make," recalls Berneck, now CEO and Founder of Officeheads. "After the fog lifted, I realized I could do for other companies what I'd done for them. When I asked business owners what drove them most crazy, 99% said the same thing: 'Do you do QuickBooks?'"

That revelation launched Officeheads in 2008 with a clear mission: help entrepreneurs get out from behind their desks and do more of what they love.

"I was a kitchen table entrepreneur helping other kitchen table entrepreneurs clear away all the financial busywork that was keeping them from growing their businesses," Berneck says with a grin. "I was essentially the human version of BILL!" 

Challenge: Manual processes stealing time from growth

Seventeen years later, Officeheads has evolved from a one-woman operation into a subscription-based financial management service offering bookkeeping, accounting, tax, and advisory services. But as the firm expanded to serve more clients, Berneck faced the same challenge her clients did: slow back-office systems that stole her time.

"Before BILL, we were managing everything manually," Berneck explains. "Clients would email bills, we'd have to track approvals, manage paper receipts—it was exactly the kind of busywork that keeps businesses from focusing on strategic growth. The very thing we were trying to solve for our clients was bogging us down, too."

The challenge was especially acute for expense management. "People were using their own cards, filling out expense sheets, attaching receipts, submitting them, and half the time they'd get lost," Berneck recalls. "The administration alone was a nightmare. We needed automation that would let us practice what we preach."

"BILL automation is huge—it's a lifesaver. The workflow transformed everything. Enter the bill, review it, approve it. That whole approval process created incredibly smooth service delivery."

Solution: BILL becomes part of the 'right tools' strategy

Berneck discovered BILL at her first accounting convention in 2015 and to this day still owns the memorable branded swag pen featuring "the little guy with the hair." But it was the platform's capabilities that made the lasting impression.

"BILL was doing something nobody else was doing," Berneck says. "You were solving the exact problem I needed to solve: how to systematize and automate bill payments virtually. It was all there, no questions asked."

Today, BILL Accounts Payable is a cornerstone of Officeheads' service delivery. The firm has created a standard fintech package that includes BILL for every client who needs bill payment services.

"The automation is huge—it's a lifesaver," Berneck emphasizes. "But it's really the workflow that transformed everything. Enter the bill, review it, approve it. That whole approval process created incredibly smooth service delivery."

When BILL acquired Divvy (now BILL Spend & Expense), Berneck immediately saw the potential. "Spend & Expense was a game changer. No more expense sheets, no more receipt hunting, no more administrative nightmares. Everyone gets a card, budgets are controlled, receipts are captured instantly—it all just works."

Results: A 'waterfall effect' of efficiency

The impact of implementing BILL has created what Berneck calls a "waterfall effect" throughout the business.

"We're so efficient in delivering our services that we can educate our clients better, which helps them grow," she explains. "But it also means we can support more clients because we're so efficient. More clients means more revenue, more profit, and more time for me to focus on strategy."

That newfound time has allowed Berneck to pursue her passion project: Officeheads Academy, a program designed to help new entrepreneurs and high school graduates who are interested in starting their own bookkeeping company.

"BILL freed me up to focus on what I'm truly passionate about," Berneck says. "I'm building courses, creating video content, developing a glossary of financial terms—all the things that will help the next generation of entrepreneurs avoid getting bogged down in busywork from day one."

The efficiency gains extend to her personal life too. "I spend half my time at my Michigan cabin now, working surrounded by nature instead of being chained to an office. I get to travel, see my kid's band perform, take ceramics classes at my other kid’s ceramic studio. That's what deleting busy really means—having the freedom to live while you work."

The integration: QuickBooks Online

The seamless integration between BILL and QuickBooks Online has been crucial for maintaining Officeheads' efficiency.

"Everything syncs beautifully," Berneck notes. "We don't have to worry about double entry or reconciliation headaches. It's all automated, which means we can close our clients' books by the 5th or 10th of each month instead of scrambling until the end."

Summary: Practicing what they preach

For Officeheads, BILL isn't just a tool—it's a philosophy made real. By automating financial busywork, the firm can focus on what matters most: helping entrepreneurs succeed.

"Our vision is that every entrepreneur should get out from behind their desk and do what they love," Berneck concludes. "BILL helps us live that vision every day. We've deleted the busy so we can focus on building businesses, educating entrepreneurs, and yes—even racing vintage motorcycles on the weekends. Because that's what it's all about: having the right tools so you can win at business and still have a life worth living."