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Smart moves, clear numbers, winning results?
Check Mate.
We’d be honored to be your bookkeepers! Let’s see how we can support you by scheduling a call below.
Steps to Get Started:
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Book Your Discovery Call: Schedule your call and complete a quick questionnaire to help us get to know you, your goals, and what makes your business tick.
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Let’s Meet: Together, we’ll review your assessment to uncover your pain points, needs, and concerns to set the game plan for your success.
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We Evaluate and Plan: We’ll assess everything and draft a plan that aligns with GAAP, to bring your finances to top shape.
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Grant Us Access: Once we’ve got the keys to your data, we’re all set to get to werk! We’ll send you an Access Request to connect your accounts, ensuring we have everything necessary to get started.
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Kick-Off Services!: Time to pass Go! We’ll fine-tune your financials to be accurate, compliant, and reliable – setting you up to collect your earnings with confidence.
Who are we?
Book Werkz provides reliable bookkeeping and CFO services for small businesses and entrepreneurs. We take the doubt out of the accuracy and dependability of your financials and guide you to improvements that propel your success.
(210) 971-6064
We do our best to get back to you as soon as possible. Some weeks we have our noses in our clients’ books more than others, but you should expect to hear back from us within 24 hours.
Thank you for your patience and we look forward to connecting!
FREQUENTLY ASKED QUESTIONS
When should I hire a bookkeeper?
When you first started, managing your books made sense. But as your business grows, so does the complexity of your finances. If bookkeeping is eating into your time or leaving you second-guessing your numbers, it’s time to hand it over to a pro. A dedicated bookkeeper keeps your financials in check so you can focus on what you do best: growing your business.
How do you protect my documents and information?
We take your security as seriously as we take your numbers. That’s why we use Canopy—a trusted, secure platform with 256-bit encryption to keep your sensitive information safe. With top-tier compliance and industry-leading protection, you can rest easy knowing your financials are in good hands. Learn more about Canopy’s security here.
What can I expect in your monthly process?
Expect full attention on your books with constant communication and proactive feedback, so you can confidently move toward your business goals while staying focused on what you do best.
Do you offer stand alone tax services?
In order to provide a quality and consistent service to our clients, the numbers we are working with need to be accurate. Because of this, we do not offer tax service for financials that Book Werkz did not prepare or review.
Not sure which services you need most?
Let’s map out your next move!
Your next financial move begins with understanding where you stand on the board. Our Free Bookz Review Diagnosis is the first step in uncovering gaps, opportunities, and the strategies to move forward with confidence.
**Your Diagnosis can take up to 48 hours to review.
Keep an eye out from an email from us with your next steps.**