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You’ve scaled to bigger figures, but handling those numbers? That’s a whole different ball game.
While you're skilled at running your business, the financial side — balancing spreadsheets, managing cash flow, wondering if you're making the right investments, staying in compliance, setting aside enough for the future…it’s a LOT.
Plus, you're not exactly hitting the bigger goals you set because you don’t know if you have everything to make those moves.
You need a system that makes sure you're actually seeing success, not just staying afloat.
The Werkz+
Is the difference between getting by and growing.
With The Werkz+, we cover everything from Accounts, to the Z in our name, alongside a dedicated team that has your back and keeps you on the straight and narrow, so you can focus on what you do best while your business grows in the background.
You’ll have everything included in The Werkz , like weekly bookkeeping, monthly reports, and quarterly check-ins, PLUS tax prep and CFO-level support – all to ensure your finances are on point and your business is set up for long-term growth and success.
The Werkz+ Process:
1. We Dive Into Your Books Weekly
No more rolling the dice on your finances and “hoping for the best”. We are in your books weekly to categorize transactions, reconcile accounts, and make sure every dollar is accounted for so you always have a clear picture of your financials.
2. Long-Term Game Planning
You'll have a dedicated bookkeeping team and CFO support to help you set long-term financial strategies, manage your cash flow, and plan your next big business moves.
Whether it's scaling profits, investing, or hitting new growth targets, we’ll be by your side to ensure every decision aligns with your vision and you’re always progressing toward your business goals.
3. Ongoing support, all year long.
Your business doesn't stop, and neither do we.
We’ll have quarterly check-ins to review your goals, progress and numbers to determine if the business is on track for growth or if any adjustments need to be made.
When questions pop up (because they always do), we’re just an email away. Whether you need a quick update or a second set of eyes on something, we’re always here, so you never feel like you’re playing this game solo.
What You Get:
Bookkeeping
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Monthly Financials
CFO-Level Advisory
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Quarterly financial advisory
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Budgeting & cash flow forecasting Price point analysis & offer profitability
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Team pay structure assessment
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Financial systems & process optimization
Tax Strategy & Planning
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Proactive tax planning
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Tax advisory
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Tax estimate adjustments
Client Support
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Accessible Email/Call Communication
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Quarterly Financial Meeting/Call
Maybe you’re wondering, “Do I really need all this stuff in the Werkz+?”
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Have no idea where the money actually goes each month and don’t have the time to chase every transaction (what busy business owner does?)…
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Feel like you're making money, but not keeping enough of it…
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Glide through tax season, but don’t actually know if you’re getting the biggest return possible…
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Want to pay yourself (and your team) better but aren’t sure it’s doable…
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Need a real financial strategy that you understand and moves you towards more profitability…
If your business is bringing in solid revenue, but you:
Then yes, you need The Werkz+!
