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Services
You’re a wise business owner. You know keeping track of your finances is important, especially when you have goals of growing your business in mind.
BUT...
You won’t ever make those big spending decisions if you're feeling unclear or your decimals are off.
Confidence in Your Numbers is the Ultimate Power Move.
82% of small businesses fail due to cash flow problems.
You know you need to have your finances in order, but let’s be real:
Your time, energy, and strategy should be spent on leveling up and keeping your eyes on the big win, not face down in the numbers.
You don’t need to be a numbers expert, you just need to know what’s going on with your money and where the business stands.
You want reliable, accurate data from a bookkeeping team that leaves little room for doubt, so you can make confident decisions that win your business’ success.
You can leave the bookkeeping to us.
Think of us as your cheat code for financial clarity, providing the insider advantage to help you run your business smarter with a dependable, communicative partner that stands by our actions.
Clean books are one thing… accurate books are a game-changer.
After years of working with clients just like you, we’ve learned this:
Where others hit the “easy” button when things get tough, we exhaust every option needed to make sure you not only have accurate data, but actually get how it all adds up so you can make the right moves for your business.
BOOKZ CLEAN-UP
(Starts at $2,500)
Inaccurate, incomplete books won’t help keep you in the game for the long-run.
Whether realizing that doing your finances on your own is biting off more than you can chew, you’re in need of a new bookkeeper, or you’re new to it entirely, starting with a Clean-Up is a great place to get back to GO! on your business board.
We’ll review everything documented, from expenses to payments, to make sure you’re in compliance with Generally Accepted Accounting Principals and find the best steps for keeping you on track to reach your bigger goals.
What You Get:
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Our team will review all your current Quickbooks accounts and bring your books up to speed, ensuring your transactions are consistently and correctly categorized and within compliance for long-term success.
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You will receive a breakdown of your newly “cleaned-up” profit and loss balance sheet to show you how your books looked before and how drastically your books look after we worked on them.
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We communicate through email and Loom to answer any questions and help walk you through your breakdown so you know exactly what it all means and how it affects your business.
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Once your Clean-Up is complete, you’ll get steps for how we can support any of your bookkeeping and financial needs moving forward to create a more predictable future and make running a business less complicated!
THE WERKZ
(Starts at $1,000)
For the small business owner or who’s ready to hand over their books to a trustworthy partner that can take the tasks off your hands and steer you into full alignment, The Werkz brings you complete clarity in your numbers through monthly financial reviews and bookkeeping management.
Our team executes each project with precision to give you consistent predictability on financials you can use to make confident decisions in your business that propel you toward success.
What You Get:
Bookkeeping
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Monthly Financials: Our team will jump into your books weekly, working through every transaction to make sure each dollar is always accounted for, followed by detailed reports uploaded directly to your portal to keep you constantly informed.
Client Support
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Accessible Communication: We’re always available via email for any quick needs and changes so all your T’s are crossed and I’s dotted, every time.
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Quarterly Financial Meeting/Call: During our virtual calls, we will go over any account highlights, discuss areas that are out of alignment, mention any necessary changes, and share what every number on your balance sheet means for the business, to help you feel empowered as an owner to make decisions that support your business’ growth.
THE WERKZ+
(Starts at $2,000)
If you’re ready to stop living by the seat of your bank account and finally have full understanding of your financial heartbeat, The Werkz+ takes all of the data and makes it work FOR you, not the other way around.
With added advisory support, you’ll have total control, alongside a full sense of security knowing your books are in the best hands and the decisions you make produce the most efficient end results.
What You Get:
Everything included in The Werkz, plus:
Tax Prep
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Tax Strategy & Planning: We organize your financials and create a simple plan to help you file easily and pay the least in taxes.
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Tax Advisory: Clear, expert guidance from our team so you can make smart financial decisions that move you towards your goals.
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Tax Estimate Adjustments: We’ll provide you with updated estimates and clear guidance on what to pay and when so you stay compliant without overpaying.
CFO Advisory
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Quarterly Advisory: We provide quarterly assessments to show if you are on track from the previous year and provide expert advice on what to invest in your business that will help reach your yearly goals.
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Budgeting and Cash Flow Forecasting: We provide estimates to give you clear expectations of what you can invest in and the freedom to make these decisions knowing you are in alignment with future plans – and that your books support them.
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Price Point Analysis and Offer Profitability: We align your offers to be priced for profit, so your business brings in sustainable income and supports long-term growth
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Team Pay Structure Assessment: We look over payroll to ensure you can afford your team members and that they are paid adequately and on time.
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Financial Systems and Processes Optimization: We streamline your backend processes to reduce manual work, minimize errors, and improve cash flow management so you can focus on growth, without fear of audits or financial surprises.
More Support Options
Business Tax Return (Starting at $1,000):
For business owners with clean books who just need a straightforward tax return, we handle the filing so you know exactly what you owe without the extra planning.
Personal Tax (Starting at $750) –
Perfect for new business owners figuring out their first tax season, we take care of your return so you don’t have to stress and can focus on growing your business.
