FP becomes an online secretary. Launches back-office support service "FP Desk Link" for businesses

FP Cross Initiative Co., Ltd. (Obihiro City, Hokkaido; CEO Moe Machida), a business planning company based in Hokkaido specializing in Financial Planners (FPs), has released "Online Secretary FP Desk Link," a back-office support service for businesses. FPs will provide comprehensive back-office support for businesses as online secretaries.

Background of Service Launch

Small and medium-sized enterprises (SMEs) and small businesses are facing a severe labor shortage, and as their businesses grow, delegating tasks from management and securing human resources become challenges. On the other hand, with the spread of telework and advancements in back-office DX, including generative AI, an environment for online work support is being established.

For businesses in their startup or early growth phases, general administrative tasks can become a burden that overwhelms their core business. However, they often do not have enough work to justify hiring permanent staff, making labor costs high and delaying recruitment. Against this backdrop, the need to outsource necessary tasks only as needed is increasing.

These factors are also impacting businesses in Tokachi, and consultations are being received by startup support organizations. Based on this situation, "Online Secretary FP Desk Link" has been launched, leveraging the high administrative processing capabilities and peripheral knowledge of finance, tax, and labor that FPs possess to support the back offices of businesses. This service shapes the challenges observed in local startup support into a service that responds to nationwide structural changes.

What is "Online Secretary FP Desk Link"?

"Online Secretary FP Desk Link" is a service where FPs provide online back-office support for businesses.

In addition to administrative support typically provided by general online secretaries, it also offers back-office support utilizing peripheral knowledge in finance, tax, and labor, as well as support for business process improvement and DX, thereby supporting the creation of an environment where managers and employees can concentrate on their core business.

Service Features

This service offers the following features in addition to general administrative support and full outsourcing of back-office tasks handled by typical online secretaries:

Supported by FPs with Management Experience

FPs will provide supportive, business-understanding-based assistance, not just simple administrative tasks, by working closely with businesses.

Clients can flexibly request only the tasks they need, and even if they "don't know what to request," we will propose and support them from task organization and prioritization.

Strong with Numbers and Finance Because They Are FPs

It is possible to provide more specialized services such as financial management and support for subsidies and grants.

Accompanying DX

We also support the creation of systems for future business expansion, such as business process improvement, DX implementation, and manual development.

Service Overview

Depending on the client's needs, three plans are available: "Administrative Support Plan," "Financial Support Plan," and "DX Support Plan." These plans can be combined based on the scope of work.

Administrative Support Plan: From ¥13,200/month

Supports daily back-office tasks such as schedule management and invoice issuance.

Financial Support Plan: From ¥22,000/month

Provides more specialized back-office and management support, including monthly income/expenditure and cash flow management, and business plan creation support.

DX Support Plan: From ¥35,000/month

Promotes back-office efficiency through support for cloud tool implementation, business process improvement, and automation.

View Details

Motivation for Service Development

With "Online Secretary FP Desk Link," we aimed for a business model that benefits businesses, FPs, and the region – a "three-party win."

Why FPs?

There are several reasons for combining online secretaries and FPs.

As a Solution for Business Challenges

Independent FPs engage in a wide range of associated administrative tasks, such as creating proposals for individual money consultations, writing, content creation, and preparing presentation materials.

Representative Machida has experience managing an independent FP company and has managed over 30 FPs in total through full telework. Many successful FPs tend to have high basic administrative skills.

From this, we believe that the high administrative processing capabilities of FPs can be useful in supporting the back-office operations of other industries.

Furthermore, we are confident that the knowledge FPs possess in areas such as finance, labor, and money can contribute to solving business challenges beyond what general online secretaries can offer.

As an Opportunity for FPs to Thrive and Improve

FPs are a specialized profession and need to acquire knowledge broadly in the financial domain and its surrounding areas. However, job openings and actual work for independent FPs are limited, and opportunities to acquire knowledge are scarce. The three main activities for independent FPs are "consultation," "lecturing," and "writing," all of which require a certain level of specialized knowledge and skills, posing challenges in terms of reproducibility.

Therefore, we considered "administration" as a reproducible task that could serve as an opportunity to acquire knowledge. This is based on the firsthand experience of Representative Machida, who gained knowledge from tasks such as bookkeeping and tax return preparation while working at a tax accountant's office.

The Future FP Desk Link Aims For

This service provides value to both businesses by supporting them to focus on their core operations, and to FPs by creating new opportunities for them to work and improve their skills.

Furthermore, as a Hokkaido-based company, we aim to strengthen regional small and medium-sized enterprises by spreading new ways of working within the region. By standardizing and systematizing the back-office operations of regional SMEs, which are often personalized or opaque, we also contribute to smoother business succession.

About FP Cross Initiative

FP Cross Initiative Co., Ltd., which organizes and operates this project, is a unique business planning company based in Obihiro, Hokkaido, that creates new business value by combining FPs with different industries and regions with cities.

We aim to be a company that bridges FPs and other industries through support for businesses, support for FPs, and collaborative support between both parties and between urban and rural areas.

Realization of Business Concept

Through this project, we have realized the following business concepts:

FP × Businesses

Leveraging FP expertise, we have realized the provision of solutions for businesses through "Online Secretary × FP."

Uplifting the FP Industry

We are creating opportunities with high reproducibility for FPs to gain knowledge. At the same time, this leads to new revenue streams and touchpoints with companies for FPs.

【Company Profile】

Company Name: FP Cross Initiative Co., Ltd.

Location: 6F Sone Bldg., 6-3 Nishi 6-jo Minami, Obihiro City, Hokkaido

Representative: Moe Machida, Representative Director & CEO

Established: June 2025

URL: https://fp-crossinitiative.co.jp/

Business Activities: Business planning and operation related to FPs

【Contact Information】

Contact Person: Machida

Inquiry Form: https://fp-crossinitiative.co.jp/contact/